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市場調査レポート

世界と中国のTFT-LCD産業の分析

Global and China TFT-LCD Industry Report, 2014-2015

発行 ResearchInChina 商品コード 320242
出版日 ページ情報 英文 115 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=102.95円で換算しております。
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世界と中国のTFT-LCD産業の分析 Global and China TFT-LCD Industry Report, 2014-2015
出版日: 2014年11月21日 ページ情報: 英文 115 Pages
概要

世界のTFT-LCD市場は2011年に底を打ち、2012年から回復軌道に入りましたが、2015年初頭にはピークを迎え、2016年より縮小傾向に陥るものと思われます。近年のTFT-LCDベンダーの戦略は国ごとに異なり、韓国系企業はOLED分野の開拓を進める一方、日本企業は小型・中型パネルの開発に注力し、台湾系ベンダーは4K HD技術の開発を進めています。そして中国本土のベンダーは生産ラインの新規建設を低コストで積極的に進めています。結果として、中国系ベンダーが市場競争で優位に立ち、他国を凌駕するようになりました。他方、中国経済の減速に伴って、同国内のTFT-LCD市場は過剰供給状態に陥り、ベンダー各社は熾烈な価格競争に巻き込まれる可能性が高くなっています。

当レポートでは世界と中国のTFT-LCD(薄膜トランジスタ液晶ディスプレイ)産業について分析し、TFT-LCDの特徴や、主な上流工程産業(ガラス基質、バックライト・モジュール、偏光板、ドライバICなど)の概要、TFT-LCD市場および産業の動向、主要ベンダーのプロファイルといった情報をお届けいたします。

第1章 TFT-LCD(薄膜トランジスタ液晶)の概略

  • TFT-LCDの構造
  • TFT-LCDの生産プロセス
  • LTPS(低温ポリシリコン)
  • LGZOとLTPSと間の競合分析
  • TFT-LCDのコスト構造

第2章 TFT-LCDの関連産業

  • TFT-LCD用ガラス基質の概要
  • TFT-LCD用ガラス基質産業
  • Corning
  • Dongxu Optoelectronic
  • バックライト・モジュールの概要
  • バックライト・モジュールのコスト構造
  • オープンセル式/ヒンジアップ式
  • バックライト・モジュール産業
  • Radiant Opto-Electronics
  • Coretronic
  • LCDドライバIC市場
  • LCDドライバIC産業
  • Novatek
  • 偏光板の概要
  • 偏光板市場
  • 偏光板産業

第3章 LCDの市場・産業

  • 世界の携帯電話市場
  • 世界のスマートフォン市場
  • 中国の携帯電話市場
  • タブレットPC市場
  • ラップトップ・コンピュータ市場
  • デスクトップPC市場
  • HD/UHDビデオ機器
  • LCD-TV市場
  • LCD-TVパネル産業
  • TFT-LCD産業の現状
  • TFT-LCDパネルの価格
  • TFT-LCD産業のランキング

第4章 主要なTFT-LCDベンダー

  • AUO
  • Innolux
  • LG Display
  • CEC Panda LCD Technology
  • BOE
  • CSOT
  • シャープ
  • Samsung Display
  • CPT
  • HannStar Display
  • Tianma Microelectronics
  • ジャパンディスプレイ

図表一覧

目次
Product Code: ZYW189

Global and China TFT-LCD Industry Report, 2014-2015 contains the following aspects:

  • 1, Introduction to TFT-LCD
  • 2, Research on TFT-LCD upstream industries (glass substrate, backlight module, polarizer, driver IC)
  • 3, Analysis on TFT-LCD market and industry
  • 4, Study on 12 TFT-LCD vendors

The TFT-LCD industry touched the bottom in 2011, then has warmed up slowly since 2012 and is expected to reach its peak in early 2015, but it will fall into another lengthy decline stage by 2016. After the TFT-LCD industry slumped, TFT-LCD vendors in different countries chose varying countermeasures. South Korean vendors represented by Samsung strived to explore the OLED field. In Japan, Sharp transferred to be a small and medium-sized panel vendor, produced mobile phone panels with 8.5-generation lines and vigorously developed IGZO technology. Hitachi, Sony and Toshiba set up a joint venture ------ Japan Display (referred to as JDI) to develop LTPS technology. Taiwanese vendors developed 4K HD technology. Chinese mainland vendors promoted the construction of new production lines at low costs aggressively. As a result, Chinese mainland vendors are the most notable winners, followed by Taiwanese and Japanese counterparts, while Samsung is the biggest loser.

South Korean vendors chose the wrong direction, because the current-based OLED can not replace the voltage-based LCD due to following factors. Firstly, OLED requires LTPS technology, which means its cost is much higher than LCD. Secondly, the resolution of current-based components is difficult to raise, but LCD has huge potentials in terms of resolution. Thirdly, OLED's quality is not steady for its employment of unstable chemical materials, and its luminous efficiency decays as time goes by, which is another fatal flaw. In the small and medium-sized field, Japanese vendors make advantage of LTPS and IGZO to occupy technical high grounds, and Taiwanese vendors lead the global LCD trend with 4K for the first time.

Samsung shows over-reliance on OLED, and its LCD business has gradually crept down. It not only lags behind INNOLUX under Taiwan's Hon Hai in shipment, but also will drop behind INNOLUX in terms of revenue in 2014. As for profitability, Samsung gets into trouble as well. Being overly optimistic on the Chinese mainland market, Samsung invested heavily in China's first foreign-funded 8.5-generation line in Suzhou. However, the production line brought the huge loss of KRW86.6 billion in the first half of 2014. Besides China, Samsung also witnessed loss in its overall LCD business in Q2 2014. Samsung has revealed that it will not launch any new OLED TV, even it may quit the OLED TV field in 2015.

Unlike Japanese and South Korean vendors who represent excess dependence on large customers such as Apple and Samsung, Taiwanese vendors take the initiative to reduce dependence on a single large customer. Therefore, the performance of Taiwanese vendors fluctuates slightly and their operating margin ascends faster, whereas Japanese and South Korean vendors who master first-class technology see falling profit owing to the considerable idle capacity during low seasons but have to give up some small customers in busy seasons.

Currently, the prices of 32 to 42-inch LCD-TV panels have stabilized and tend to rise marginally before the peak season, while the prices of 42 to 65-inch LCD-TV panels follow the downward trend as LG Display and Samsung put two 8.5-generation lines into operation in the first half of 2014. In 2015, CSOT's second 8.5-generation line, Chongqing BOE's second 8.5-generation line and CEC-Panda's first 8.5-generation line will target at the 46 to 65-inch TV market, but the output will not be high in the initial stage, so they will not influence the market significantly. On the whole, China will have five 8.5-generation lines in 2015.

As China enters the aging society increasingly, the economic growth has slowed down. In this case, the TV demand will drop down undoubtedly, and serious oversupply will arise in the second half of 2015, leading to the inevitable price war. High fixed costs and depreciation charges of new production lines will seriously erode the profits of vendors.

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Table of Contents

1 Introduction to TFT-LCD

  • 1.1 TFT-LCD Structure
  • 1.2 TFT-LCD Production Process
  • 1.3 LTPS
  • 1.4 Competition Analysis between LGZO and LTPS
  • 1.5 TFT-LCD Cost Structure

2 TFT-LCD Industry Chain

  • 2.1 Introduction to TFT-LCD Glass Substrate
  • 2.2 TFT-LCD Glass Substrate Industry
  • 2.3 Corning
  • 2.4 Dongxu Optoelectronic
  • 2.5 Introduction to Backlight Module
  • 2.6 Backlight Module Cost Structure
  • 2.7 Open-cell and Hinge-Up
  • 2.8 Backlight Module Industry
  • 2.9 Radiant Opto-Electronics
  • 2.10 Coretronic
  • 2.11 LCD Driver IC Market
  • 2.12 LCD Driver IC Industry
  • 2.13 Novatek
  • 2.14 Introduction to Polarizer
  • 2.15 Polarizer Market
  • 2.16 Polarizer Industry

3 LCD Market and Industry

  • 3.1 Global Mobile Phone Market
  • 3.2 Global Smartphone Market
  • 3.3 Chinese Mobile Phone Market
  • 3.4 Tablet PC Market
  • 3.5 Laptop Computer Market
  • 3.6 Desktop PC Market
  • 3.7 HD and UHD Video Equipment
  • 3.8 LCD-TV Market
  • 3.9 LCD-TV Panel Industry
  • 3.10 Status Quo of TFT-LCD Industry
  • 3.11 TFT-LCD Panel Price
  • 3.12 Ranking in TFT-LCD Industry

4 Major TFT-LCD Vendors

  • 4.1 AUO
  • 4.2 Innolux
  • 4.3 LG Display
  • 4.4 CEC Panda LCD Technology
  • 4.5 BOE
  • 4.6 CSOT
  • 4.7 Sharp
  • 4.8 Samsung Display
  • 4.9 CPT
  • 4.10 HannStar Display
  • 4.11 Tianma Microelectronics
  • 4.12 Japan Display

Selected Charts

  • Structure of TFT-LCD
  • Color Filter Production Process
  • TFT Production Process
  • LCD Production Process
  • Capacity Distribution of IGZO Vendors, 2014-2016E
  • Global IGZO (Oxide) Production Lines
  • Global LCD Glass Substrate Demand, 2010-2011
  • Global LCD Glass Substrate Market Size, 2010-2011
  • Market Share of Global Major TFT-LCD Glass Substrate Vendors, 2014
  • Shipment of Global Major TFT-LCD Glass Substrate Vendors by Size
  • Corning's Revenue and Gross Margin, 2008-2014
  • Corning's TFT-LCD Glass Substrate Revenue and Net Income, 2009-2014
  • Revenue and Operating Profit of Dongxu Optoelectronic, 2008-2014
  • Production Lines of Dongxu Optoelectronic
  • Laptop Computer Display Panel-use Backlight Module Structure
  • Computer Display Panel Backlight Module Structure
  • TV Panel Backlight Module Structure
  • Cost Structure of Backlight Module for 13.3-inch LED Laptop Computer Display Panel
  • Cost Structure of Backlight Module for 18.5-inch LED Computer Display Panel
  • Cost Structure of Backlight Module for 42-inch LED TV Panel
  • Laptop Computer Case Supply Chain Management (SCM) under Hinge-up Mode
  • BLU under Hinge-up Mode
  • Open-cell Shipment Proportion, 2006-2012
  • Market Share of Global Major Backlight Module Vendors (by Revenue), 2012
  • Relationship between BLU-VS-Panel Makers
  • Revenue and Operating Margin of Global Major Backlight Module Vendors, 2010-2012
  • Revenue of Global Major Backlight Module Vendors, 2010-2012
  • Organization of Radiant Opto-Electronics
  • Revenue and Gross Margin of Radiant Opto-Electronics, 2008-2014
  • Monthly Revenue of Radiant Opto-Electronics, Oct 2012-Oct 2014
  • Production Base Distribution of Radiant Opto-Electronics
  • Capacity of Radiant Opto-Electronics by Factory 2012
  • Revenue of Radiant Opto-Electronics by Product, 2012-2014
  • Revenue of Radiant Opto-Electronics by Customer, 2012-2014
  • NB/Tablet PC BLU Monthly Shipment of Radiant Opto-Electronics, 2012-2014
  • Monitor BLU Monthly Shipment of Radiant Opto-Electronics, 2012-2014
  • TV BLU Monthly Shipment of Radiant Opto-Electronics, 2012-2014
  • Coretronic's Revenue and Operating Margin, 2006-2014
  • Coretronic's Monthly Revenue, Oct 2012-Oct 2014
  • Coretronic's Revenue by Business, 2010-2014
  • Coretronic's Quarterly BLU Shipment by Application, Q3 2013- Q3 2014
  • Coretronic's Quarterly BLU Revenue by Application, Q3 2013- Q3 2014
  • Global Display Driver IC Market Size, 2009-2016E
  • Global Display Driver IC Market Size by Type, 2009-2014
  • LCD Driver IC Industry Chain
  • Market Share of Major Large Area TFT-LCD Driver IC Vendors, 2014
  • Market Share of Major Small-Medium Area TFT-LCD Driver IC Vendors, 2014
  • Ranking of Global Major Driver IC Vendors by Revenue, 2010-2013
  • Novatek Organization Chart
  • Novatek's Revenue and Operating Margin, 2006-2014
  • Novatek's Monthly Revenue, Oct 2012-Oct 2014
  • Novatek's TV Driver IC Shipment, 201-2015E
  • Novatek's Quarterly Revenue by Product, Q1 2013-Q4 2014
  • Polarizer Market Size, 2011-2017E
  • Polarizer Market by Technology, 2013-2018E
  • Market Share of Major TV-use Polarizer Vendors, 2014
  • Market Share of Notebook PC-use Polarizer Vendors, 2014
  • Market Share of Tablet PC-use Polarizer Vendors, 2014
  • Market Share of Monitor-use Polarizer Vendors, 2014
  • Global Mobile Phone Shipment, 2007-2015E
  • Global 3G / 4G Mobile Phone Shipment by Region, 2011-2014
  • Worldwide Mobile Phone Sales to End Users by Vendor in 2013 (Thousands of Units)
  • Worldwide Smartphone Sales to End Users by Vendor in 2013 (Thousands of Units)
  • Worldwide Smartphone Sales to End Users by Operating System in 2013 (Thousands of Units)
  • Shipment of Global Top 13 Smartphone Vendors, 2013-2015E
  • China's Mobile Phone Monthly Shipment, Jan-Aug 2014
  • Global Tablet PC Shipment, 2011-2016E
  • Market Share of Major Tablet PC Brands, 2013
  • Output of Global Tablet PC Companies, 2012-2013
  • Laptop Computer Shipment, 2008-2015E
  • Shipment of Global Major Laptop ODMs, 2010-2013
  • Desktop PC Shipment, 2008-2015E
  • PC Shipment of Top 5 Vendors Worldwide, Q4 2013
  • PC Shipment of Top 5 Vendors Worldwide, 2013
  • HDTV and UHDTV Shipment, 2012-2016E
  • LCD-TV Shipment, 2012-2018E
  • Market Share of Global Major LCD-TV Vendors, H1 2014
  • Market Share of Major LCD-TV Vendors in China, H1 2014
  • LCD-TV Shipment by Size, 2014-2015E
  • Market Share of Global Major TV-use TFT-LCD Panel Vendors, 2010-2014
  • Market Share of Major TV-use TFT- LCD Panel Vendors in China, 2010-2014
  • Market Share of Major 32-inch TV-use Panel Vendors in China, 2013-2014
  • Monthly Total TFT -LCD Revenue and Growth, Sep 2013-Sep 2014
  • Monthly LCD-TV Panel Unit Shipment and Growth, Sep 2013-Sep 2014
  • Monthly Monitor Panel Unit Shipment and Growth, Sep 2013-Sep 2014
  • Monthly Notebook PC Panel Unit Shipment and Growth, Sep 2013-Sep 2014
  • Monthly Tablet PC Panel Unit Shipment and Growth, Sep 2013-Sep 2014
  • Monthly Price Trend of 32-, 39-, 42-, 46-inch LCD-TV Panel, May 2013-Sep 2014
  • Monthly Price Trend of 15.6-, 17.3-, 18.5-, 21.5-inch LCD Panel, Jan 2012-Jul 2014
  • Market Share of Global Major Large-sized TFT-LCD Panel Vendors by Shipment, Q2 2014
  • Operating Margin of Global Major Large-sized TFT-LCD Panel Vendors, 2002-2013
  • Ranking of Global Major TFT-LCD Panel Vendors by Revenue, 2012-2014
  • Operating Margin of Global Major TFT-LCD Panel Vendors, 2012-2014
  • AUO's Revenue and Gross Margin, 2009-2014
  • AUO's Revenue by Region, 2012-2013
  • AUO's Revenue by Application, 2012-2013
  • AUO's Shipment by Application, 2012-2013
  • Suppliers of Key Raw Materials and Components
  • AUO's Display Revenue Breakdown by Application, Q3 2013-Q3 2014
  • AUO's Display Revenue Breakdown by Size, Q3 2013-Q3 2014
  • AUO's Shipment and ASP, Q3 2013-Q3 2014
  • AUO's Small & Medium Panel Shipment by Area and Revenue, Q3 2013-Q3 2014
  • AUO's Production Lines
  • AUO's LCM Bases
  • INNOLUX's Revenue and Operating Margin, 2010-2014
  • INNOLUX's Revenue, Gross Margin, EBITDA Margin, Q4 2012-Q3 2014
  • INNOLUX's Total Debt and Debt Ratio, Q4 2012-Q3 2014
  • INNOLUX's Inventory, Q4 2012-Q3 2014
  • INNOLUX's Regional Shipment and TFT LCD ASP, Q4 2012-Q3 2014
  • INNOLUX's Small & Medium Size Unit Shipment and Sales, Q4 2012-Q3 2014
  • INNOLUX's Sales Breakdown by Application, Q4 2012-Q3 2014
  • INNOLUX's Sales Breakdown by Size, Q4 2012-Q3 2014
  • Profile of INNOLUX's TFT-LCD Fabs
  • Profile of Touch Sensor Fabs
  • Revenue and Operating Margin of LG Display, 2009-2015E
  • Quarterly Revenue and Gross Margin of LG Display, Q1 2013-Q3 2014
  • IFRS Statements of Financial Position of LG Display, 2012-2014
  • Shipment of LG Display by Application, 2009-2013
  • Revenue of LG Display by Application, 2009-2013
  • Revenue of LG Display by Region, 2011-2013
  • Quarterly Shipment and ASP of LG Display, Q3 2013-Q3 2014
  • Quarterly Revenue by Application of LG Display, Q3 2013-Q3 2014
  • Quarterly Producible Capacity of LG Display by Area, Q3 2013-Q3 2014
  • Capacity of LG Display's Fabs
  • Capacity of LG Display's Fabs, 2011-2013
  • Footprint of LG Display
  • Manufacturing Bases of LG Display
  • Raw Material Procurement of Nanjing CEC Panda LCD Technology, 2013
  • Raw Material Suppliers of Nanjing CEC Panda LCD Technology, 2013
  • Top Five Customers of Nanjing CEC Panda LCD Technology, 2013
  • BOE's Revenue and Operating Profit, 2008-2014
  • BOE's MILESTONE
  • BOE's Manufacturing Bases
  • BOE's Quarterly Revenue, Q1 2010-Q3 2014
  • Financial Summary of BOE's Major Subsidiaries, 2013
  • Sharp's Revenue and Operating Margin, FY2008-FY2015
  • Sharp's Revenue by Business, FY2013-FY2015
  • Sharp's Operating Margin by Business, FY2013-FY2015
  • Sharp's Mobile Phone Panel Resolution, 2013-2014
  • Sharp's Production Lines
  • Revenue and Operating Margin of Samsung's DP Division, 2010-2015E
  • Revenue of Samsung's DP Division by Product, 2012-2015E
  • Operating Profit Breakdown of Samsung's DP Division by Product, 2012-2015E
  • Samsung's Production Lines
  • CPT's Revenue and Operating Margin, 2007-2014
  • CPT's Production Lines
  • Revenue and Operating Margin of HannStar Display, 2006-2014
  • Base Distribution of HannStar Display
  • Revenue and Operating Margin of Tianma Microelectronics, 2005-2014
  • Production Lines of Tianma Microelectronics
  • Capacity, Output and Capacity Utilization of Subsidiaries of Tianma Microelectronics, 2012-2013
  • Customer Distribution of Tianma Microelectronics, 2012-2013
  • Capacity of Production Lines of Tianma Microelectronics
  • The JDI Group in Transition
  • Monthly Revenue of Star World Technology, Oct 2012-Oct 2014
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