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19292008-6.0% -4.2% -4.0% 6.5% -6.2% 4.5% 2.0% -3.0% () -7.5%(IMF) -2.8% -1.5% : WEO IMF; ; IEK(2009/04) Copyright 2009 ITRI 4
GDP/GDP 23.1% 30.9% 2.2% 2.9% 7.8% 6.8% 0.7% 2.0% ASEAN-5 2.0% 2.7% 1.7% : Asean-5,,,, : IMF, WEO database Copyright 2009 ITRI 5
70% = +++ = 30% = +++ 2.9% 30.9% 6.8% 7.8% 23.1% 2.0% 2.0% 0.7% US$ 2009~2010 4 4/6.8=US$ 0.6GDP 0.97% Copyright 2009 ITRI 6
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2008 4(Mask ROM1ICDRAM2) 3() 3 2008 20081() ICICMask ROMTFT-LCD(>10 )TN/STN LCD WLAN ABS 20082() ICDRAM OLED (LED) IC TFT-LCD Notebook PC TPE Motherboard() PUPTA 98.01.14 ITIS 20083() Copyright 2009 ITRI 8
19832008 1983 () 18.0 2.3 2.2 1.9 1.8 1.0 0.8 0.4 0.1 0.1 0.1 2008() () 136 68 29 3 328.8 16.6 19.56 20.79 10.1 180 25.2 146 20.9 1,100 (%) 66 48 66 99 43.9 41.2 95 68(*:2007) 33.3 31.2 20.0 114 49 11 8.4 20.64 3.54 6 274 26 (2) 20 (2) 20 (2) 12.55(2) 26 (2) 29.3 (2) 13.1 (2) Copyright 2009 ITRI 9
40000 30000 20000 GDP 10000 0 1978 1985 1987 1989 1991 1993 1995 1997 1999 2001 2003 2005 ()()(OECD) () Copyright 2009 ITRI 10
2009 34.20% 2008 3.6%2002 34.20 3000 30 2500 2000 1500 5.60 9.89 1241.7 1237.3 1126.0-9.32 1519.5 22.80 1263.1 21.10 2466.8 2240.2 10.12 12.89 11.29 1984.38.81 7.13 1823.7 1506.0 1353.2 2556.3 3.63 20 10 0-10 1000-16.87 884.9-20 500-30 -34.20 0 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 09(1-6) -40 Copyright 2009 ITRI 11
12 Copyright 2009 ITRI 1,941 2,110 334 174 147 1,346 1,680 1,775 813 1,829 2,662 08Q4 2,858 4,629 375 182 133 1,581 1,980 2,315 1,163 3,004 3,787 08Q3 3,050 4,983 417 300 129 1,675 1,742 1,964 1,262 3,288 3,596 08Q2-7.4% 1,409 1,522 1,699 370-15.3% 23.5% 354 286-7.5% 4,174 4,514 4,672 1,043-25.4% 31.5% 942 716-26.6% 4,469 6,092 6,291 1,019-47.0% -1.5% 887 901-18.8% 2,598 3,200 735 39.3% 518 372-5.6% 915 969 1,415 217-10.0% 62.6% 270 166 4.7% 560 535 515 146 10.4% 5.5% 142 135 11,429 16,679 7,144 7,320 12,849 14,667 2007-27.1% -31.6% -17.0% -14.5% -34.1% -16.7% Y/Y 25.4% 47.4% 30.0% 40.3% 38.0% 47.1% Q/Q 2,395 3,795 1,740 1,870 2,349 3,568 09Q3( e) 2,225 3,409 1,455 1,679 2,166 2,994 09Q2-16.6% 8,913 10,686 1,774-21.3% 13,484 16,330 2,313-16.0% 6,011 7,121 1,121-13.3% 6,806 7,847 1,197-14.9% 9,897 11,636 1,570-8.8% 12,292 13,473 2.036 2009(e) 2008 09Q1
2004 1999 27.80 24.29 37.85 35.48 2000 25.74 24.45 36.90 35.17 2001 26.67 24.09 36.05 35.27 2002 26.74 24.31 36.55 35.97 2003 25.07 23.88 36.55 35.30 2004 22.49 23.73 35.77 34.67 2005 22.11 22.55 34.85 32.89 2006 21.01 21.90 32.94 32.79 2007 20.73 21.86 31.38 32.90 2008 18.46 N/A N/A N/A 1.The OECD STAN database for Industrial Analysis2. 13 3. Copyright 2009 ITRI 13
+3 ECFA Copyright 2009 ITRI 14
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