Top 10 Great FPD Topics for 2012

  • 格式:pdf
  • 大小:1.54 MB
  • 文档页数:36
LCD TV peak reaching in 2017-2018, while OLED TV is expected to grow from 2018. Smart Phone market is already about be higher TV and PC in 2011, while total mobile phone panel shipment was just 4% growth in 2011. Smart Phone panel shipment is expected to surpass Conventional Mobile Phone by 2013. Tablet PC continue to be strong and expected to surpass Note/Mini Note PC near in the future.
Component
Panel
OEM
Brand
In-House Group Companies Investments In-Cell Touch OGS Touch
(OGS=One Glass Solution)
Pattern Retarder 3D AMOLED Solar Cell Panel Flexible E-paper
10 Topics For 2012
No. 1 2 3 4 5 6 7 8 9 Key Word Re-Structure New Size, New TV High Resolution New Process China AMOLED Touch Open Cell + BMS Smart TV Description Samsung Display + SMD, Foxconn+ Sharp, Sony + Hitachi + Toshiba=Japan Display. Panasonic/Sharp Shift LCD production. New Sizes : 29”W, 39”W, 50”W, 58”W, 60”W, 65”W…., New TV : Direct type low cost (thick) CCFL & LED backlight , Slim Bezel Smart TV Smart phone, Tablet PC, New Apple Macbook Pro, all heading to the high resolution. Even in TV. The challenges are the process technology. LTPS, Oxide TFT (For AMOLED Backplane), COA (Color Filter On Array), GOA (Gate On Array), Cu (Copper) Process, MMG (Multi-Model Glass) China Capacity Rising, at the same time the import duty increase from 3% 5%. But China TFT suppliers are still suffering from yield rate. AMOLED Raising in Smart Phone. AMOLED TV Coming, although the yield rate and production stability are still big challenges. Apple iPhone 5 In-Cell. Foxconn group and AUO are proceeding special strategy on touch panel integration while TPK and Wintek are still strong. LCD TV Open Cell in 2012 : >50%. Some TV OEM makers are getting stronger by integrating BMS business model. Smart TV is reshaping the TV industry. The user’s experience is now more important than the hardware and spec. The TV makers are searching for the answer – what end users really want from Smart TV ? Supply-Demand situation change to tightness in Q2’12. Tightness expected in Q3’12, while panel makers are still cautious about fab loading. 2
46”/47”@ 6 cut in Gen7 (1950x2250mm)
50”W@ 6 cut in Gen7 (1950x2250mm)
46”/47”/48”@ 8 cuts in Gen8 (2200x2250mm)
50”W PDP 9
For distribution to 2012 China Smart TV Conference attendees only. Content remains the property of DisplaySearch.
Semiconductor Joint Venture Electronics Telecom
OLED Glass
Merge
Digital Media Appliance
Panels
Finished Goods
4
For distribution to 2012 China Smart TV Conference attendees only. Content remains the property of DisplaySearch.
LG Display Business Strategy
Components Electronics
Glass Substrate
Joint Venture
Merge Strategy Support TFT LCD AMOLED Mobile Phone Tablet PC Notebook PC LCD Monitor LCD TV PDP TV Home Appliance OLED
39”W and 50”W From Taiwan, Both of AUO and CMI Developing
39”W@ 6 cut in Gen6 (1500x1850mm) 40” W@ 8 cuts in Gen7 (1870x2200mm)
37”W@ 6 cut in Gen6 (1500x1850mm)
Investment Investment
Century ( Gen5
)
Tian-Yi ( ) Gen6 LTPS
7
For distribution to 2012 China Smart TV Conference attendees only. Content remains the property of DisplaySearch.
AUO’s Strategy : Diversify & Full Coverage
• Stop new capacities build-up. Focus on supply chain integration • Maintain Full Coverage in Supply Chain & Continue Technology & Cost Lead
New Sizes 29”W, 39”W and 50”W Design Win – Panel Suppliers : AUO & CMI
Module
Investment 10% of Sharp 47% of Gen10
LCD TV OEM
Cell Cell Module
LCD TV OEM
Module
Gen6 TFT Fab (Pending)
Backlight, Module, MNT, TV, Mobile Phone, Tablet PC System Integration
Top 10 Great FPD Topics for 2012
David Hsieh Vice President, Greater China
For distribution to 2012 China Smart TV Conference attendees only. Content remains the property of DisplaySearch.
For distribution to 2012 China Smart TV Conference attendees only. Content remains the property of DisplaySearch.
10
TV Panel Price
Growing FPD Application : Smart Phone & Tablet PC
LTPS AMOLED
AMOLED
Materials Alliance TV Technical Support
LED & LED Lighting
LCD Module JV with OEM
6
For distribution to 2012 China Smart TV Conference attendees only. Content remains the property of DisplaySearch.