, Linkai Bu Ph.D. linkai_bu@himax.com.tw 2004.02.25
2004/2/25 News, 工商時報 2004.02.25 / ROE ROE IDC TFT CRT CRT TFT TFT DRAM TFT DRAM PAGE 2
2004/2/25 News, 經濟日報 LCD 42% (DisplaySearch) (LCD) LCD DisplaySearch LCD 42% 41% LCD 94 49% 27% 25% 10 850 2004/02/25 PAGE 3
2004/2/22 News, 工商時報 2004.02.22 / ABS ABS ABS PAGE 4
Agenda 1.Overview of TFT LCD industry 2.New Display Technology 3.TFT LCD TV Market 4.TFT LCD Physics PAGE 5
1.Overview of TFT LCD industry 2.New Display Technology 3.TFT LCD TV Market 4.TFT LCD Physics PAGE 6
Network or Display? ISSCC-2002 @San Francisco SID-2003 @Baltimore Adopted from IEEE Spectrum Sep. 2003. PAGE 7
Shipments by Region PAGE 8
G5 Mother Glass PAGE 9
TFT Generation Analysis PAGE 10
PAGE 11 Area Comparison of TFT Generation 2.64 6.32 10.57 3780000 2100 1800 G7 1.94 4.64 7.76 2775000 1850 1500 G6 1.00 2.39 4.00 1430000 1300 1100 G5 0.42 1.00 1.67 598400 880 680 G4 0.33 0.78 1.30 465000 750 620 G3.5 0.25 0.60 1.00 357500 650 550 G3 Ratio/ G5 Ratio/ G4 Ratio/ G3 Area (mm^2) L(mm) W(m m)
經濟切割尺寸 PAGE 12
FPD vs CRT Share (Revenue) Adopted from Display Research. PAGE 13
Large Area LCD Revenue Percent Adopted from Display Research. PAGE 14
Large-Area LCD Averaged Panel Size Adopted from Display Research. PAGE 15
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TFT LCD Application LCD Monitor Notebook PC LCD TV PAGE 17
TFT LCD Application Small Panel PAGE 18
TFT LCD Application PAGE 19
TFT LCD Foundry Business 6x 14.1 panel 6 (panel) x 11 (drivers) = 66 drivers 500x 1.8 panel 500 (panel) x 2 (drivers) = 1000 drivers 1000/66 > 15 times driver consuming Small panel needs massive LCM, labor intensive. TFT panel maker will focus on foundry business model. Design should link TFT foundry & LCM PAGE 20
1.Overview of TFT LCD industry 2.New Display Technology 3.TFT LCD TV Market 4.TFT LCD Physics PAGE 21
Organic Light Emission Diode (OLED) idt 20 OLED panel a-tft LCD active driving PAGE 22
Organic Light Emission Diode (OLED) PAGE 23
Carbon Nanotube Carbon Nanotube grown vertically on the substract @Motor Lab PAGE 24
Field Emission 30V or less Adopted from IEEE Spectrum Sep. 2003 PAGE 25
Adopted from IEEE Spectrum Sep. 2003 PAGE 26
Liquid Crystal on Silicon (LCoS) Reflective light Vertical Alignment Layer Top Glass Incident light ITO Silicon Substrate Seal AL ReflectorTransistor Array Spacer PAGE 27
Digital Micro-mirror Device (DMD) PAGE 28
Liquid Crystal on Silicon (LCoS) Head Mounted Display Front Projector Rear Projector TV / Monitor PAGE 29
Rear Projection & Thin CRT Rear Projection TV Thin CRT PAGE 30
Other Display Techniques LTPS TFT LCD( 低溫多晶系, Low Temperature Poly Silicon), HTPS TFT LCD( 低溫多晶系, High Temperature Poly Silicon) PMLCD, passive matrix LCD. STN, CSTN. PAGE 31
FPD Revenue (by Technology) Adopted from Display Research. PAGE 32
FPD Revenue (by Technology) PMLCD PDP LTPS LCD Adopted from Display Research. PAGE 33
Summary Flat panel display starts application revolution TFT LCD will dominate the FPD Asia will dominate the production of TFT & Taiwan is a key player FPD related application is a fast growing segment of IC industry PAGE 34
1.Overview of TFT LCD industry 2.New Display Technology 3.TFT LCD TV Market 4.TFT LCD Physics PAGE 35
TV Market Share by Technology Adopted from Display Research. PAGE 36
LCD TV Business Model: Sony s Viewpoint TFT LCD panel maker CMO Panel = NTD 40k TV brand Name SONY + electronics & ID + brand name = NTD 200K Over supply Weak demand PAGE 37
LCD TV Business Model: CMO s Viewpoint TFT LCD panel maker CMO Panel = NTD 40k TV brand Name TECO + electronics & ID + brand name = NTD 69K Shortage Strong demand PAGE 38
TFT LCD at Various Application PAGE 39
Video and HDTV System NTSC/PAL Comb filter ADC PC tuner Video Decoder Video Processor HDTV video processing De-interlace Scaling PIP, etc. tuner Channel Decoder OFDM/QAM DEMUD Channel decode HDTV Decoder MPEG2 decoder Audio decoder PAGE 40
Summary TFT LCD is a good technology for TV TV is a killer application of TFT LCD Taiwan has well-developed LCD infrastructure LCD is a chance for Taiwan cut in TV market PAGE 41
Summary PAGE 42
ISSCC or SID? Display or networking? Application revolution and new demand tsmc 2500 AUO 1800 CMO 1500 CPT 1000 Display infrastructure in Taiwan RD resource and focus PAGE 43
台南科學園區位置 1038 PAGE 44
南科廠商位置 LCM tsmc FAB2,3 UMC Hanstar FAB4 FAB1 PAGE 45
南科環境 車程 - 距安定交流道約 7 分鐘距台南市區約 30 分鐘距台南機場約 40 分鐘 住宿 - 南科單人套房約 5000 元 / 月善化 / 新市套房約 4000 元 / 月台南市套房約 5000 元 / 月 PAGE 46
奇景光電 1997 IC 2001.6 spin off 11.8 2004Q4 270 2002 19 2003 45 2004 90 TFT LCD drivers LCoS Display related ICs PAGE 47