群创光电TFT-LCD20Industry20Speech-1.ppt

What is FPD (Flat Panel Display)? TFT-LCD Industry Structure Accelerating the trend to large sizes Large area TFT LCD Panelization Benefits of Larger Substrates 17” Costs By Fab Generation ＴＦＴ-LCD Industry Development History Korea TFT-LCD Panel Capacity Taiwan TFT-LCD Panel Capacity Japan TFT-LCD Panel Capacity Large Area Size by Generation Capacity By Generation Regional TFT LCD Capacity by Fab Generation Capacity Has Been Hugely Expanded Taiwan gaining position in large area market and speeding up to penetrate S/M market TWN large area panel shipment reach 38% WW shares And revenue accounts for 36% WW shares TWN Take Lead in MNT Smiling Diversification/Profit Curve Notebooks When will 15” overtake 14.1”? Q2’03 Will wide aspect ratios gain popularity? Will rise from 2% in Q1’03 to 29% in Q4’07 on increased fab optimization, higher productivity and better DVD viewing. How big will desktop replacement NBs get and how big of a share will they acquire? We think 17” is likely the max. We expect this segment to rise from 41% in Q1’03 to 78% in Q4’07. Will notebooks continue to migrate to higher resolutions? Is there a limit? We see WUXGA as the mainstream limit. WUXGA to have just 1% share in 2007. XGA/WXGA to remain dominant format through 2006. What is the dominant size/resolution in 2007? We show 15.4” WUXGA as most popular with an 18% share. But early experience not as positive as expected. LCD Monitor Shipment Forecast LCD Monitor Size Share Forecast Price comparison of LCD and CRT monitor LCD Monitor Module OEM Shipments Very High Low High Brand Loyalty Brand, Channel Service Manufacturing Cost Brand, Channel Service Major Cost Very Few Many Few Main Brands Very Centralized De-centralized Centralized Competitor/Player Proprietary/Close Open Proprietary/Close Market/Channel Value Panel Size OA (Productivity) Notebook PC Desktop MNT MFM Tablet PC AV (Entertainment) LCD TV Style (Personal) Mobile Phone Automobile PDA/SHD Taiwan Korea Japan = 20” = 10”