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| Taiwan display industry overview |
Shih-wei Kao and Carrie Yu, DigiTimes.com [Monday 23 May 2005]
Last update: Monday 23 May 2005
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Global flat-panel display (FPD) demand will grow 22.7% to US$51.4 billion in 2004, up from US$41.9 billion in 2003, estimated Taiwan-based Photonics Industry and Technology Development Association (PIDA) at the beginning of 2004. Introduction Table 1: Global FPD market (US$b) Front projectors Table 2: PMA, front-projector market forecast (thousand units) Organic light-emitting diode (OLED) displays Chart 1: Worldwide OLED market forecast, 2002-20010 (thousand units/US$m) Plasma display panels (PDPs) Table 3: Global PDP leader in 4Q 2003 Chart 2: Clobal PDP market Table 4: Capacity expansion schedules from worldwide PDP makers LEDs (including backlights) Table 5: LED market (US$m) TFT LCD Introduction to TFT LCD market Chart 3: TFT LCD market size surpassed that of foundry and DRAM in 2001 TFT LCD generation Table 6: TFT LCD, generation vs. panel cutting Table 7: Global TFTL LCD fabs* Chart 4: TFT LCD capacity by generation through 2005 Taiwan TFT LCD industry Table 8: Global TFT LCD producers, 2003 shipment estimates Table 9: Global large-size panel makers, expansion adjustments in 2004 Table 10: Taiwan TFT LCD plant Table 11: Taiwan TFT LCD panel makers, panel volume production plan in 2004 Table 12: Taiwan TFT LCD panel makers, panels and technologies showed at FPD International 2004 Table 13: Taiwan TFT LCD makers, panel line-up New TFT LCD plants – 7G and beyond Table 14: 7G and beyond substrate sizes TFT LCD price trend Chart 5: TFT LCD panel price trend Chart 6: Overall LCD monitor panel ASP Table 15: DisplaySearch, global large-size panel-demand forecast by application in 2005 (million units) TFT LCD maker capex, shipments and sales Table 16: Taiwan TFT LCD producers, 2H2003 fund raising plans Table 17: Taiwan TFT LCD producers, preliminary 2004 capital spending projections (NT$b) Table 18: CPT and CMO*, cash and cash equivalents in 2004 (NT$b) Table 19: Taiwan TFT LCD makers, updated capex plans (NT$b) Table 20: Taiwan TFT LCD producers, 2003 monthly large-size panel shipments (thousand units) Table 21: Taiwan TFT LCD producers, 2003 sales (NT$m) LCD TV Introduction to the LCD TV panel market Chart 7: Worldwide LCD TV panel forecast, 2001-2007 LCD TV panel buyers Table 22: McLaughlin Consulting Group, global big-screen TV market composite forecast (million units) Table 23: Taiwan TFT LCD makers, 2004 LCD TV panel production Table 24: Taiwan TFT LCD panel makers, LCD TV panel line-up in 2004 Taiwan LCD TV shipments Table 25: 2003 Taiwan LCD TV shipments Table 26: 2003 Global LCD TV shipments Taiwan IT and home appliance manufacturers to enter LCD TV market Table 27: Taiwan IT manufacturers, LCD TV plans Table 28: Taiwan home appliance manufacturers, LCD TV plans Taiwan IT companies at CeBIT Table 29: Taiwan IT companies at 2004 CeBIT, LCD TV line-up* Major US and Japanese vendors contract Taiwan LCD TV production Table 30: Taiwan LCD TV contract manufacturing LCD monitor Introduction to LCD monitor market Chart 8: Worldwide desktop and workstation, end-user monitor sales, 1Q 2001 – 1Q 2004 Table 31: Global LCD monitor penetration rate and shipments Chart 9: Inventory accumulations by quarter – LCD monitor market Table 32: Average pricing trends for LCD monitors (US$) Table 33: 17-inch LCD monitor panel shipments and share by supplier Chart 10: Worldwide LCD monitor OEM/ODM makers in 2Q 2004 Chart 11: Worldwide LCD monitor branded makers in 2Q 2004 Taiwan’s LCD monitor and panel industry Taiwan LCD monitor monthly shipments and sales Table 34: Major Taiwan LCD monitor producers, 2003 LCD monitor monthly shipments (thousand units) Table 35: Major Taiwan LCD monitor producers, 2003 LCD monitor monthly sales* (NT$m) STN LCD Taiwan’s STN LCD industry Table 36: Taiwan CSTN makers, CSTN capacity Table 37: Major Taiwan STN LCD producers, 2003 monthly sales (NT$m) Table 38: Taiwan TN/STN LCD lines Company intros AU Optronics (AUO) Table 39: AUO milestone Table 40: AUO, 2004 financial forecast (NT$b) Table 41: AUO, unaudited financial results (NT$m) Table 42: AUO, 2003 quarterly consolidated sales by application (%) Table 43: AUO, TFT LCD fab capacity (thousand units) Table 44: AUO, LCD TV panel line-up Table 45: AUO, 2003 investments in affiliates Table 46: AUO, directors and supervisors Chi Mei Optoelectronics (CMO) Table 47: CMO facts Table 48: CMO, unconsolidated financial results (NT$m) Table 49: CMO, 2004 financial forecast (NT$m) Table 50: CMO product line-up Table 51: CMO, TFT LCD fab capacity (thousand units) Table 52: CMO, 2003 quarterly unconsolidated sales by application (%) Table 53: CMO LCD TV panel line-up Table 54: CMO, LCD TV panel shipments in 2004 Table 55: CMO, 2003 investments in affiliate Chunghwa Picture Tubes (CPT) Table 56: CPT, global operations Table 57: CPT, 2004 non-consolidated financial forecast (NT$m) Table 58: CPT, 2004 consolidated financial forecast (NT$m) Table 59: CPT, TFT LCD forecast (NT$m/ thousand units) Table 60: CPT, CRT forecast (NT$m/ thousand units) Table 61: CPT, 2004 unconsolidated financial forecast (NT$b) Table 62: Technology R&D to take place at CPT’s next-generation plants Table 63: CPT, TFT-LCD and CF line expansion plans (thousand units) Table 64: CPT, small-to-medium-size panel shipment breakdown by size for 2004 Table 65: CPT, small-to-medium-size panel shipment breakdown by size in 2005 Table 66: CPT, small-to-medium-size panel shipments Table 67: CPT financial results (NT$m) Table 68: CPT, 2004 TFT-LCD panel shipment forecast (million units) Table 69: CPT, 2004 TFT-LCD, PDP* and CRT shipment targets (thousand units) Table 70: CPT, Panel-shipment forecast (thousand units) Table 71: CPT LCD TV panel line-up HannStar Display Table 72: HannStar Display, 2004 financial forecast (NT$m) Table 73: HannStar, quarterly results in 2004 (NT$m) Table 74: HannStar, 5G equipment-installation schedule Table 75: HannStar, Original 5G monthly capacity plan Table 76: HannStar Display, small-to-medium-size application plans Table 77: HannStar, LCD-TV production plan in 2004 Table 78: HannStar LCD-TV panel line-up Quanta Display Table 79: Quanta Display, TFT LCD plants Innolux Display Table 80: Innolux Display, TFT LCD plants Prime View International (PVI) Wintek Table 81: Wintek milestones Table 82: Global small-to-medium-size TFT-LCD panel market share in 1H 2004 Table 83: Global small-to-medium-size TFT-LCD panel ranking by application in 2Q Table 84: Wintek, 3Q consolidated sales breakdown by technology Table 85: Wintek, CSTN capacity Table 86: Wintek financial results (NT$m) Picvue Electronics Table 87: Picvue Electronics, panel applications Table 88: Picvue milestone Table 89: Picvue financial results (NT$m) Table 90: Picvue, CSTN LCD panel shipments Table 91: Picvue, STN LCD shipments (million units) Emerging Display Technologies (EDT) Table 92: EDT, financial overview (NT$m) Table 93: EDT, profitability (%) Table 94: EDT, efficiency (time/year) Table 95: EDT, EPS* (NT$) United Radiant Technology (URT) Table 96: URT, STN LCD plants Table 97: URT financial results (NT$m) Table 98: Taiwan CSTN makers, CSTN capacity Giantplus Technology Table 99: Giantplus Technology, financial results (NT$m) Vision Display System (VDS) Table 100: VDS milestone Table 101: VDS financial results (NT$m) Imax Optronics (Formerly named Info) Table 102: Imax Optronics milestones Table 103: IMAX Optronics financial results (NT$m) Vbest Electronics Table 104: Vbest Electronics milestone Table 105: Vbest financial results (NT$m) BenQ Table 106: 2004 Taiwan Top 10 Global Brands Table 107: Corporate Table 108: Sales Offices Table 109: Quality Certifications Table 110: BenQ business groups (by product) Table 111: BenQ sales by business (%) Table 112: BenQ sales business by geography (%) Table 113: BenQ, LCD monitor shipment and market share targets (million units, %) Table 114: BenQ, display products for Computex 2004 Lite-On Technology Table 115: Lite-On Technology September 2004 revenues Table 116: Lite-On Technology September revenues by product line Amtran Technology Compal Electronics Jean Sampo Technology Table 117: Sampo Technology, 2004 financial forecast (NT$m) Chart 12: Sampo, monthly sales proportion of LCD monitors in 2004 Coretronic Table 118: Coretronic, milestone Table 119: Coretronic, 2004 financial results in 2Q & 3Q (NT$m) Chart 13: Coretronic, monthly sales proportion of LCD monitors in 2004 Chuntex Electronic (CTX) Soaring Technology Foxlink Image Technology (FIT) Chart 14: Foxlink, sales proportion of LCD monitors in 2004 MAG Technology Chart 15: MAG Technology, monthly sales proportion of LCD monitors in 2004 Albatron Technology Chart 16: Albatron, monthly sales proportion of LCD monitors in 2004 Key Mouse Electronic Enterprise (KME) ProArch Technology Table 120: ProArch Technology, Strategies for different regions Toppoly Optoelectronics Table 121: Toppoly, LTPS TFT LCDs Table 122: Toppoly, sales and profits through 2004 (NT$m)*
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