TFT-LCD IC LCD TV Monitor TFT LCD IC 2005 Samsung IC - IC LCD TV LCD monitor LCD TV 2004~2007 69% LCD Monitor 2004~2007 18% IC 2004 ~2009 16.26% 2004 ~2009 10.39% ASP (Fine Pitch) IC Pin IC IC IC TCP COF IC COG IC 2005 Samsung IC 22.73% IC Bumping 23% IC 2005/10 43
IC IC IC IC IC IC TFT-LCD MSTN CSTN LTPS PDP OLED IC TFT-LCD IC Pin I/Os IC 2003~2008 Pins SVGA Pin Type Pixel 2003 2004 2005 2006 2007 2008 Source 300 300 300 300 300 300 8 SVGA 800*600 Gate 156 156 156 156 156 156 4 200 200 200 200 200 200 3 IEK-IT IS(2005/5) IC IC IC(Source Driver IC) X IC Y IC LCD TFT-LCD IC 2005/10 44
MSTN CSTN OLED IC TFT-LCD LCD Monitor LCD TV Notebook IC IC LCD Monitor LCD Monitor 04 27% 05 20% 06 17% 07 12% 07 1 LCD Monitor 2002~2007 :Display Search(2005/05) 2005 55% 06 55% 07 40% 2500 2002~2007 :Display Search(2005/05) 2005/10 45
05 NB 5783 25.3% 06 6638 14.8% NB 2 NB : 100 80 60 40 20 0 2000 2001 2002 2003 2004 2005F 2006F 2007F 30% 25% 20% 15% 10% 5% 0% WW NB :IEK (2005/8) TFT-LCD IC LCD TV 2004 LCD TV IC 1 6% 07 4 2003~2007 69% TFT-LCD IC IC Monitor 2004 58% 2007 52% TFT-LCD IC 5 LCD Monitor CRT Monitor 17 19 Monitor TFT-LCD NB NB 15 NB LCD TV IC IC 2005/10 46
2003~2007 TFT-LCD IC TFT-LCD IC ASP TFT-LCD IC 2004 ~2009 16.26% 2004 ~2009 10.39% ASP 2009 TFT-LCD IC ASP : ( ) ( ) : 45 40 35 30 25 20 15 10 5 0 2004 2005 2006 2007 2008 2009 16.84 23.36 28.58 32.92 37.45 41.59 ASP 1.39 1.31 1.23 1.15 1.09 1.02 23.43 30.54 35.11 38.01 40.64 42.42 1.60 1.40 1.20 1.00 0.80 0.60 0.40 0.20 0.00 :isuppli (2005/9) 2005/10 47
IC LCD 2004 2004~2005 20% 2006~2007 17% LCD :Display Search(2005/05) IC IC 2005 15% 2005 a-si/tfd 3,000 (DSC) 2005 DSC 14.9% 2005 56% IC :Display Search(2005/05) 2005/10 48
Cellular Sub Display DSC Camcorder Game PDA Others Total 2004/4Q 2005/1Q 2005/2Q 2005/3Q a-si /TFD 6.5% 0.5% 15.4% 15.3% LTPS /CGS -9.0% 5.5% 11.2% 12.0% a-si /TFD -12.9% -6.3% 11.7% 14.2% LTPS/CGS 933.3% -50.0% 61.3% 37.0% a-si /TFD 10.9% -11.6% 18.5% 14.9% LTPS/CGS -1.2% -9.1% 6.7% 7.1% a-si /TFD 21.0% -13.8% -13.2% 9.9% LTPS/CGS -2.2% -14.5% 12.6% -9.8% a-si /TFD -27.3% -62.5% 216.5% 56.2% LTPS/CGS 90.0% 5.3% 16.7% 5.7% a-si /TFD 49.4% -14.7% -13.1% 2.8% LTPS/CGS 24.9% -28.9% -19.0% 3.6% a-si /TFD -9.5% -13.0% 7.1% 4.1% LTPS/CGS 42.9% -32.5% 0.0% -22.2% a-si /TFD 2.0% -10.1% 13.9% 14.0% LTPS/CGS 5.7% -0.8% 10.8% 8.6% :T.S.R : IEK (2005/06) Display Driver IC LCD TV Monitor IC LCD IC 2003 15 IC 22% 2004 IC 17 Monitor 14% 32 LCD TV IC 5% IC 2003 15 LCD :IEK-IT IS (2004/5) 2005/10 49
17 Monitor TV 32 LCD TV 17 Monitor 32 LCD TV :PIDA(2004/9) IC IC 6A Samsung 2005 Samsung IC 22.73% IC 2Q05 IC (KK) Samsung 30 19.48% SamSung Magnchip 10 6.49% LPL 35 22.73% SamSung 20 12.99% / 3 1.95% 3 1.95% 1 0.65% NEC 28 18.18% LPL Sharp 7 4.55% Sharp Oki 8 5.19% Sharp LPL 2005/10 50
9.9 6.43% - 154 100% - : 2005/9/20 IC IC LCD IC IC MCU IC IC IC 0.6 IC ( ) (um) Fab6A 6 1989 53K 0.45 Fab2 6 1990 80K 0.4 ( LCD Driver, Analog IC etc.) ( LCD Driver, Analog IC etc.) Fab1 6 1994 38K 0.35 Fab1 6 1998 25K 0.8 Fab1 8 1994 55K 0.18 :IEK-IT IS(2005/8) ( LCD Driver IC, Analog IC etc.) ( LCD driver, Analog IC etc.) LCD Driver, Logic IC, CIS, Analog IC, SRAM, Flash, Mask ROM IC 384pins 642pins IC Wafer IC 41% tape( ) 11~16% IC Pins IC 642pins IC 29% 384pins 20% IC pins 2005/10 51
IC 384pins 642pins IC Item 384 pins Ratio 642 pins Ratio Driver IC ASP(6 bit) US$ 1.30 100% US$ 2.20 100% Front-end Back-end Foundry (US$650/Wafer) US$ 0.54 41% US$ 0.90 41% Total US$ 0.23 18% US$ 0.27 13% Bumping US$ 0.05 4% US$ 0.08 4% () TCP( ) US$ 0.15 12% US$ 0.15 7% Testing( ) US$ 0.02 2% US$ 0.04 2% Tape US$ 0.28 21% US$ 0.39 17% CoGS US$ 1.04 80% US$1.56 71% Gross Margin 20% 20% 29% 29% :Merrill Lynch(2005/04) IC IC XGA 1024*768 IC X X 1024 *RGB 3 (RED Green BLUE) IC 384 Pin ( I/O ) 8 IC Y 768*3/256 =3 XGA(1024*768) IC 8 IC 3 IC IC IC XGA (1024*768) WXGA (1280*768) Source IC Gate IC Pin Pin Total 384 8 256 3 11 384 10 256 3 13 1920*1080(32 ) 512 10(12) 256 3 13(15) 1920*1080(37 ) 512 10(12) 256 6 16(18) :PIDA 2005/10 52
Fine Pitch() LCD IC I/O I/O pad (line number) IC Driver IC I/O 240pins 480pins I/O 70 35µm fine pitch LCD Resolution VGA SVGA XGA SXGA VXDA Line number 640*3 800*3 1068*3 1280*3 1600*3 Driver IC I/Os 240 300 384 420 480 I/O Pitch 70µm 60µm 50µm 40µm 35µm IC TCP Fine Pitch TCP COF Fine Pitch, IC COG, TCP 50% 1~2 IC COF, PDA LCD Driver IC Driver IC LCD Tape Automated TCP(Tape Carrier 12 Bonding, TAB Package) 10.4 TFT-LCD 9 4 Flip Chip COG COG(Chip on PDA (Chip on Glass) Glass) Flip Chip LCD 2005/10 53
1. 2. COF (Flip Chip Bonding) (Flexible Printed Circuit board, FPC) COF(Chip-on-film) IC (Film) Fine Pitch, IC : Money DJ IC IC TCP COF COG IC IC IC Bumping IC IC 4% Bumping TCP/COF TCP/COF/COG 2005/10 54
IC Bumping() 04 05 100K 120K Hynix.Philips.TI.Leadis 50K 60K Novatek.Himax.DenMOS 20K 20K Novatek.DenMOS 20K 25K Novatek TCP/COF 1700 TCP/COF 3200 TCP/COF 400 30K 30K Novatek 3Q 8K 15K NEC.TI.Philips Total 218K 270K TCP/COF 2200 : (2005/9) LCD TV Monitor IC TFT-LCD IC 6A IC ( ) 2005 Samsung IC IC Gold Bumping TCP COG COF 2005/10 55
: 2003 2004 1Q05 2Q/05 3Q/05(F) 4Q/05(F) 2005(F) 2006(F) 10905 17503 5095 6147 6800 7100 25142 32960 3223 5084 1446 1813 2096 1660 7015 8137 (%) 29.60% 29.0% 28.4% 29.5% 30.8% 23.4% 27.9% 24.7% 2133 3700 1049 1295 1526 1597 5467 6720 (%) 19.60% 21.10% 20.60% 21.07% 22.44% 22.49% 21.74% 20.39% 2106 3570 1024 1238 1507 1576 5345 6509 2126 3568 1018 1256 1501 1599 5374 6509 EPS( ) 6.28 9.01 2.21 2.73 3.26 3.47 11.67 14.15 2005 8 TFT-LCD Driver IC 68.78% LCD TV Driver IC 10.37% ( CSTN LTPS TFT)Driver IC 3.1% IC 10.11% 7.64% 2005 Samsung IC QoQ 10% 06 YoY 31% LCD TV 4 10% LCD TV IC IC 2005 EPS 11.67 06 EPS 14.15 : 2003 2004 1Q05 2Q/05 3Q/05(F) 4Q/05(F) 2005(F) 2006(F) 1679 2790 545 745 1196 1244 3730 4700 370 944 152 207 340 367 1066 1423 (%) 22.0% 33.8% 27.9% 27.8% 28.4% 29.5% 28.6% 30.3% 214 757 105 155 144 307 711 1095 (%) 12.7% 27.1% 19.3% 20.8% 12.0% 24.7% 19.1% 23.3% 228 742 105 167 259 317 844 1078 298 749 102 122 252 313 789 1056 2005/10 56
EPS( ) 2.13 4.52 0.58 0.45 0.93 1.16 2.93 3.89 2005 8 59% TCP/COG/COF 26% 15% 13 16 23% TCP/COF 1400 1700 LCD DRIVER IC 10~15%, 90% 3Q QoQ 60% 3.13% 2005 EPS 2.93 2006 EPS 3.89 2005/10 57