E-mail (IEK) mschen@. @.itri.org.tw 1
TFT-LCD LCD - - - - G5 2
CRT LHTPS-TFT Low(hight) Temperature Poly-Silicon Thin Film Transistors a-tft Amorphous Silicon Thin Film Transistors STN LCD Supertwisted-Nematic Liquid Crystal Displays LCOSLiquid Crystal On Silicon OLED Organic Light-Emitting Diode PDP Plasma Display Panel VFDVacuum Fluorescent FEDField emissiom display (2002/08) 30 inch~70inch 30inch 8.4 inch 3 LCD PDP PDP TV Projector TV LCD - TV Monitor Car Display ScreenPhone CellularPhone PDA DSC Camcorders E book.. Notebook
(LCOS CGSLTPS ) 4
FPD 2001~2006 CAGRFPD ( 20.4% ) -PDP-TV36.8% -LCD Monitor34.5% -LCD-TV60.7% -Mini-NB29.8% -Mobile : 25.0% -PDA24.3% -MD-Rear Projector44.3% 23,286-9.2 21,056 37.2 28,754 12.7 32,406 43,360 36,509 18.7 13.4 24.3 53,886 (2002/08) 5
(2002/08) 6
7 2000 2001 2002(f)
8 PDP PDP 30 - TFT-LCD 30 - - LCD IC LCOS DLPDMD LCD
FPD Micro Display : LCD ( ) LCOS ( ) DLP( ( ) ( CRT ) PDP Front Projector PDP TV Rear Projector 70 40-70 ( In-House Use ) (CRT-TVRear CRT Projector) M 904 71% 2000~2003CAGR: 27.3% 1721 1542 12% 2298 39% 34% 3183 1110 48% 1641 2000~2003CAGR: 32.6% 39% 2286 34% 3054 25% 3830 9
Front Projector 2000~2003CAGR: 14.3% 1598 1330 1375 1210 16.2% -9.0% 13.6% LCD Projetor:EPSONSANYOSHARP HitachiNEC LCOS ProjetorJVC InfocusSamsungLG DLP ProjetorInfocusPlus Davis 2001 2003 10
Rear Projector 2000~2003CAGR: 7.3% 2795 2587 2433 8.0% 2261 6.3% 7.6% M 2000~2003CAGR: 6.8% 6843 5798 5988 5620 14.3% 3.2% 3.3% 2001 2003 11
12
13 13 PDP PDP M 155.0 328.1 836.6 112% 115% 32% 491.3 930.2 1950.5 2137.6 89.0% 109.7% 9.6% 1104.5 1473 3372 755 1275
14 14 PDP PDP 2002 2002 PDP PDP TFT TFT-LCD LCD
TFT-LCD LCD - - - - G5 15
16
M$ 24387 41% 42.8% 24.8% -16.8% 56% 21.4% 17
LCD GR 176 GR 77.9 18 GR 91.8 GR 2.7 GR 14.9 GR 11.3
19 19 GR 283 GR 97.6 GR 91.8-2002 78 3000 15-2002 15 2890 14.1 15 2001 68 80-2002 100 15 20
20 20 TFT TFT-LCD LCD 2002 2002
21 21
22
23 23 Dataquest(2002/05) (2002/08) 2001~2006 CAGR 7.2% 12.3% 9.8% 0 20,000 40,000 60,000 80,000 100,000 120,000 2001 2002e 2003f 2004f 2005f 2006f / $MUSD 0 100 200 300 400 500 600 2000Q1 2000Q2 2000Q3 2000Q4 2001Q1 2001Q2 2001Q3 2001Q4 2002Q1 2002Q2 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% Xilinx(R) Broadcom(R) A ltera(r) A ltera(i/r) Broadcom(I/R) Xilinx(I/R) MUSD I/R 0 2,000 4,000 6,000 8,000 10,000 2000Q1 2000Q2 2000Q3 2000Q4 2001Q1 2001Q2 2001Q3 2001Q4 2002Q1 2002Q2 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% Nortel(R) Cisco(R) Nortel(I/R) Cisco(I/R) MUSD I/R 0 3,000 6,000 9,000 12,000 15,000 18,000 21,000 24,000 27,000 30,000 2000Q1 2000Q2 2000Q3 2000Q4 2001Q1 2001Q2 2001Q3 2001Q4 2002Q1 2002Q2-10.0% 10.0% 30.0% 50.0% 70.0% Dell(R) IBM(R) HP(R) Dell(I/R) IBM(I/R) HP(I/R) MUSD I/R
200215 265~270 / 5.6 Real 3.2 Forecast (2002/08) 24
Price Price 22 Monitor 3,000 USD 28 TV 16,995~7,300 USD 20 Monitor 2,350 USD 24 TV 7,000 USD 19 Monitor 1,300 USD 22 TV 3,000 USD 18 Monitor 980 USD 20 TV 2,800 USD Price 17 Monitor 580 USD 17 M- Monitor 1,350 USD 15 Monitor 395 USD 15 TV 1,600 USD 15 M- Monitor 860 USD LCD Monitor(Data) LCD TV Multi-Media LCD monitor(+ TV tuner) 20014Q (2002/08) 25
26
27 27 15 13.3 20 20 30 20~30 17 15 17 15 12 15 14 15 17 18 18 18~22 22 10.4 12 13.3 12 14 14 15 15 14 13.3 15
28 28 2000 1Q 2002 1Q 2004 4Q (2002/03) 2002/03) 3.5G 90% 3G
29 29 2001 2004 Japan Korean Taiwan (2002/03) 2002/03) 20 LCD TV 14 15,17,18 14 15,17,18
- - - - 30
2001 TFT-LCD 25.3 1,172 26%2002 67.8 2,458 38.3% TFT-LCD 1996-2002 TFT-LCD 3,000 60 LTPS-TFTOLED PLEDPDP 31
2001~2003CAGR -PDP658.7% -TFT LCD(>10 )64.7% -TFT LCD(<10 )42.4% -TN/STN LCD0.9 % - OLED561.0 % -Total FPD51.8 % 7,981 11.1 8,864 3,027 20.2 3,638 119.4 1,133 167.2 463.1 1,851.5 2,685.9 7,035.2 7,657.9 40.9% 61.2% 73.8% 88.1% 86.4% (2002/08) 32
3,000 2,500 2,000 1,500 1,000 2001(1~6) 2002(1~6) TN/STN 119.2 101.6 85.3% TFT 28.6 37.1 129.7% TFT 320.5 1,059.0 330.5% LCD 468.2 1,197.7 255.8% 873.2 1,150.9 2,615.4 500 0 316.0 164.2 185.2 88.6 1996 1997 1998 1999 2000 2001 2002(f) (2002/08) 2002 TFT-LCD 578.6 20.4 TN/STN- LCD 51.8 3.9 TFT-LCD 19.5 10.8 2002 LCD 649.8 20.4 2002 2,641.1 TFT-LCD 2001 74.5 88.6 PDPOLED 1.2 33
(2002/08) 34
35
5th Gen QDI AUO CPT HSD (Cluster 1) CMO (Cluster 2)
TFT-LCD LCD + Glass LCM IC + 37
LCM LCM LCM Local&Timing Supports - WTO LCD 2002-4 2002-7 2002-9 2003Q1 2002-8 2,998 USD 2,000 USD 2,000 USD 600 USD 280 USD 20 50 20 ( ) (2 ) 38
39
2006 2000 2006 <10 <2 0 2 0 ~ 7 0 7 0 ~ 300 <10 1 0 ~ 4 0 4 0 ~ 8 0 8 0 ~ 300 TN/STN LCDa-TFT OLED LTPS-TFT PDP LCDDMDLCOS TN/STN LCDa-TFT OLED LTPS-TFT PDP LCDDMDLCOS a-tft a-tft SXGA LTPS-TFT Rear / Front Projector SXGA LTPS-TFT Rear / Front Projector XGA XGA VGA VGA TV NB TV Projection TV NB TV Projection DSC... DSC... 10 20 30 50 100 10 20 30 50 100 (2002/08) 40