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市場調査レポート

世界と中国のディスプレイ用IC産業の分析

Global and China Display IC Industry Report, 2014-2015

発行 ResearchInChina 商品コード 324195
出版日 ページ情報 英文 135 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=114.58円で換算しております。
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世界と中国のディスプレイ用IC産業の分析 Global and China Display IC Industry Report, 2014-2015
出版日: 2015年01月29日 ページ情報: 英文 135 Pages
概要

2014年に入り、液晶ディスプレイ(LCD)用ドライバICの世界市場は、4Kテレビを除いて盛り上がりに欠ける状態となりました。携帯電話用ディスプレイ市場でも、解像度は上昇しましたが平均販売価格が上がらず、それがドライバIC市場の不振につながっています。また、タッチICの世界市場も同様に、技術は進歩しても平均価格が低迷するという厳しい状態が続いています。他方、中国の携帯電話市場は2014年に入り、過去15年間で初めて市場縮小を経験しました。累積出荷台数は2013年より21.9%減少し、特に国内系ブランドは23.3%も縮小しました。他方、スマートフォンの出荷台数は3億8900万台に達し、中国が現在でも世界最大のスマートフォン市場であることを証明しました(ただし、世界市場シェアは8.2%低下しています)。タブレットPCの出荷台数は3四半期連続で減少し、多くの国内系中小ベンダーが破綻しました。唯一、先行きが明るいのが4Kテレビ市場で、ブラウン管TVから液晶TVに買い換えた後の、第二の買い替え時期にさしかかったことや、スクリーンの大型化・価格の低下・解像度の上昇などが市場成長を促進しています。

当レポートでは、世界と中国のディスプレイ用ドライバIC・タッチICの産業について分析し、液晶ディスプレイ(LCD)用ドライバIC・タッチICの開発動向や、関連市場(各種ディスプレイ市場)の動向、ドライバIC/タッチIC産業の構造・動向、中国内外の主なドライバIC・タッチICのベンダーの概略などを調査・考察しております。

第1章 ドライバICの概略

  • TFT-LCD用ドライバICの概略
  • ドライバICの製造工程
  • タッチICの概略
  • タッチICの開発動向
  • 携帯電話用タッチスクリーン技術の開発動向
  • 中型タッチスクリーン技術の開発動向
  • ノートブックPC用タッチスクリーン技術の開発動向
  • オールインワン(AIO)PC用タッチスクリーン
  • メタルメッシュ
  • メタルメッシュのサプライチェーン
  • 銀ナノワイヤー

第2章 下流工程(ディスプレイ)市場

  • タッチスクリーンの市場規模
  • ノートブックPC市場
  • タブレットPC市場
  • 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
  • 超高精細テレビ(UHD-TV)市場

第3章 タッチ/ドライバIC産業

  • ドライバICの関連産業
  • ドライバICの開発動向
  • ディスプレイ用ドライバIC市場
  • ディスプレイ用ドライバIC産業
  • 中国の小・中型ドライバIC市場
  • 世界の携帯電話用ディスプレイの開発動向
  • 中国の携帯電話用ディスプレイの開発動向
  • 世界の携帯電話用ディスプレイ産業
  • タッチスクリーン・ベンダーのランキング
  • タッチスクリーン・ベンダーと顧客との間の供給関係
  • タッチICの市場動向
  • タッチICの市場規模
  • タッチIC産業

第4章 ドライバICのベンダー

  • Renesas
  • Novatek
  • Himax
  • ILITEK
  • Raydium
  • Orise
  • Sitronix
  • Fitipower
  • SILICON WORKS
  • LUSEM
  • MAGNACHIP

第5章 タッチICのデザインハウス

  • MELFAS
  • FocalTech
  • Goodix
  • Elan Microelectronics
  • SYNAPTICS
  • CYPRESS
  • ATMEL
  • EETI
  • PIXCIR
  • MStar Semiconductor
  • その他
    • Betterlife
    • Awinic
    • Sili Microelectronics

第6章 ドライバICの関連産業のベンダー

  • ChipMOS
  • Chipbond
  • VIS

図表一覧

目次
Product Code: ZYW196

The report contains the following aspects:

  • 1, Development trends of LCD driver IC and touch IC
  • 2, Analysis on downstream markets of LCD driver IC and touch IC
  • 3, Analysis on LCD driver IC and touch IC Industries
  • 4, Study on 10 LCD driver IC vendors
  • 5, Study on 13 touch IC vendors and peripheral vendors

In the field of LCD driver IC and touch IC, two major acquisitions occurred in 2014. Synaptic took over the small and medium-sized driver IC business of Renesas; and FocalTech (the world's largest touch IC vendor by shipment) acquired Orise. Besides, the OGS touch giant Wintek went bankruptcy due to debt crisis.

Except 4K TV, LCD driver IC lacks highlights. Although the display resolution of mobile phones gets greatly improved, the ASP of LCD driver IC does not jump. After years of rapid growth, the mobile phone market has been saturated obviously, even the growth rate of smartphones has slowed considerably. Except first-tier brand vendors, second and third-tier brand vendors witness substantial decline in the mobile phone shipment.

In 2014, Chinese mobile phone market saw the first decline in the past 15 years, and the cumulative shipment decreased by 21.9% from 579 million in 2013 to 452 million, in which the shipment of handsets under domestic brands fell 23.3%. China's smartphone shipment amounted to 389 million in 2014, marking China was still the world's largest smartphone market, but this figure was 8.2% lower than 2013. The tablet PC shipment dropped for three consecutive quarters, and many Chinese small and medium-sized tablet PC vendors collapsed. The only bright spot is 4K TV. After experiencing the first replacement tide that LCD replaced CRT, the TV industry is confronted with the second wave of replacement. Larger screens, lower prices and more high-resolution program sources stimulate the TV market.

image1

Touch IC experienced a painful year in 2014. The yield of In-CELL / On-Cell was improved significantly, while the price slumped. For example, FocalTech's touch IC ASP was NTD47.28 in 2011, NTD27.98 in 2013 and NTD18.15 in Q3 2014, representing the decline rate of 61.6 %.

It is a clear trend that In-CELL / On-Cell uses the combination of LCD driver IC and touch IC, which needs higher costs but intensifies performance apparently and shortens the supply chain. In 2018, the market share of In-CELL / On-Cell is expected to exceed 65%. In this case, touch IC vendors must conduct restructuring in advance, like Synaptic that took over the small and medium-sized driver IC business of Renesas as well as FocalTech that acquired Orise.

In order to retain customers and quickly open the market when launching new products, touch IC vendors have reduced prices to seize the market amid the sluggish mobile phone market, resulting in the sharp decline in their gross margin. The trend will continue in 2015, and ASP may flop by 20-30%.

Small Out-cell touch IC vendors will feel difficult to survive independently in the future, maybe acquired by LCD driver IC vendors or closed down. Touch IC vendors must avoid mobile phones and tablet PC filed, while industrial control and automotive fields are better options for them.

Table of Contents

1 Introduction to Driver IC

  • 1.1 Introduction to TFT-LCD Driver IC
  • 1.2 Driver IC Fabrication Process
  • 1.3 Introduction to Touch IC
  • 1.4 Touch IC Development Trend
  • 1.5 Development Trend of Mobile Phone Touch Screen Technology
  • 1.6 Development Trend of Medium-sized Touch Screen
  • 1.7 Development Trend of Notebook Computer Touch Screen
  • 1.8 AIO PC Touch Screen
  • 1.9 Advantages of METAL MESH
  • 1.10 METAL MESH Supply Chain
  • 1.11 Silver Nanowires

2 Downstream Display Markets

  • 2.1 Touch Screen Market Size
  • 2.2 Notebook Computer Market
  • 2.3 Tablet PC Market
  • 2.4 Global Mobile Phone Market
  • 2.5 Global Smartphone Market
  • 2.6 Chinese Mobile Phone Market
  • 2.7 UHD-TV Market

3 Touch and Driver IC Industry

  • 3.1 Driver IC Industry Chain
  • 3.2 Driver IC Development Trend
  • 3.3 Display Driver IC Market
  • 3.4 Display Driver IC Industry
  • 3.5 Chinese Small and Medium-sized Driver IC Market
  • 3.6 Global Mobile Phone Display Development Trend
  • 3.7 China's Mobile Phone Display Development Trend
  • 3.8 Global Mobile Phone Display Industry
  • 3.10 Ranking of Touch Screen Vendors
  • 3.11 Supply Relationship between Touch Screen Vendors and Customers
  • 3.12 Touch IC Market Trend
  • 3.13 Touch IC Market Size
  • 3.14 Touch IC Industry

4 Driver IC Vendors

  • 4.1 Renesas
  • 4. 2 Novatek
  • 4.3 Himax
  • 4.4 ILITEK
  • 4. 5 Raydium
  • 4.6 Orise
  • 4.7 Sitronix
  • 4.8 Fitipower
  • 4.9 SILICON WORKS
  • 4.10 LUSEM
  • 4.11 MAGNACHIP

5 Touch IC Design Houses

  • 5.1 MELFAS
  • 5.2 FocalTech
  • 5.3 Goodix
  • 5.4 Elan Microelectronics
  • 5.5 SYNAPTICS
  • 5.6 CYPRESS
  • 5.7 ATMEL
  • 5.8 EETI
  • 5.9 PIXCIR
  • 5.10 MStar Semiconductor
  • 5.11 Others
  • 5.11.1 Betterlife
  • 5.11.2 Awinic
  • 5.11.3 Sili Microelectronics

6 Driver IC Industry Chain Vendors

  • 6.1 ChipMOS
  • 6.2 Chipbond
  • 6.3 VIS

Selected Charts

  • Driver IC Manufaturing Process
  • Development Trend of Global Smartphone Touch Technology, 2013-2017E
  • Development Trend of Global Smartphone Display Technology, 2013-2017E
  • Medium-sized Touch Screens by Technology, 2011-2015
  • Laptop Computer Touch Screen Shipment by Technology, 2012-2016E
  • AIO PC Touch Screen Shipment by Technology, 2012-2016E
  • Supply Chain of Silver Nanowires
  • Global Touch Screen Market Size, 2010-2016E
  • Global Touch Screen Market Size (Shipment), 2010-2016E
  • Laptop Computer Shipment, 2008-2015
  • Shipment of World's Major Laptop ODM Vendors, 2010-2013
  • Global Tablet PC Shipment, 2011-2016E
  • Market Share of Main Tablet PC Brands, 2013
  • Output of Global Tablet PC Vendors, 2012-2013
  • 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
  • Worldwide Mobile Phone Sales to End Users by Vendor in Q3 2014
  • Worldwide Smartphone Sales to End Users by Vendor in 2013
  • Worldwide Smartphone Sales to End Users by Operating System in 2013
  • Shipment of Global Top 13 Smartphone Vendors, 2013-2015E
  • Worldwide Smartphone Sales to End Users by Vendor in Q3 2014
  • Worldwide Smartphone Sales to End Users by Operating System in Q32014
  • China's Monthly Mobile Phone Shipment, Jan-Nov 2014
  • Market Share of Main Vendors in Chinese Smartphone Market, 2014
  • Market Share of Main Vendors in Chinese 4G Mobile Phone Market, 2014
  • UHD TV Shipment, 2013-2017E
  • 55-inch UHD TV Price vs. FHD TV Price
  • Shipment of Top 15 TV Vendors, 2014-2015
  • Global Display Driver IC Market Size, 2009-2016E
  • Global Display Driver IC Market Size by Type, 2009-2014
  • Supply Relationship between Driver IC and Panel Vendors
  • Ranking of Major Global Driver IC Vendors by Revenue, 2010-2014
  • Operating Margin of Major Global Driver IC Vendors, 2012-2014
  • Resolution Distribution of China's Small and Medium-sized Driver IC, 2010-2018E
  • Ranking of Major Small and Medium-sized Driver IC Vendors in China by Revenue, 2011-2014
  • Ranking of Major Small and Medium-sized Driver IC Vendors in China by Shipment, 2011-2014
  • Development Trend of Global Smartphone Display Size, 2013-2017E
  • Development Trend of Global Smartphone Touch Technology, 2013-2017E
  • Development Trend of Global Smartphone Display Technology, 2013-2017E
  • Development Trend of Global Smartphone Display Resolution, 2013-2017E
  • Chinese Mobile Phone Market by Size, 2014
  • Development Trend of China's Smartphone Display Size, 2013-2017E
  • Chinese Smartphone Market by Resolution, 2014
  • Development Trend of China's Smartphone Display Resolution, 2013-2017E
  • Chinese Mobile Phone Market by PPI, 2014
  • Development Trend of China's Smartphone Display Technology, 2013-2017E
  • Shipment of Major Global Small and Medium-sized Display Vendors, 2013-2014
  • Market Share of Major Mobile Phone Display Suppliers in China, 2014
  • Ranking of Touch Screen Vendors by Revenue, 2010-2014
  • Operating Margin of Touch Screen Vendors, 2012-2014
  • Market Share of Samsung's Mobile Phone Touch Screen Suppliers, 2012-2013
  • Market Share of Samsung's Tablet PC Touch Screen Suppliers, 2012-2013
  • Proportion of Nokia's Major Touch Screen Suppliers, 2014
  • Proportion of LG's Major Touch Screen Suppliers, 2012
  • Proportion of HTC's Major Touch Screen Suppliers, 2012
  • Touch IC Business Models
  • Touch IC Market Size, 2011-2016E
  • Touch IC Market by Application, 2012-2015
  • Touch IC Industry Chain
  • Revenue of Touch IC Design Houses (Only Including Touch IC Revenue), 2012-2013
  • Revenue and Gross Margin of Renesas, Q2 2012-Q4 2013
  • Organizational Structure of Renesas
  • Revenue of Renesas by Division, FY2011-Q3 FY2014
  • Novatek's Organization Chart
  • Novatek's Revenue and Operating Margin, 2006-2015
  • Novatek's Monthly Revenue and Growth Rate, Dec 2012- Dec 2014
  • Novatek's Quarterly Revenue by Product, Q1 2012-Q3 2014
  • Himax's Affiliated Companies
  • Himax's Revenue and Operating Margin, 2006-2014
  • Himax's Revenue and Gross Margin, 2007-2014
  • Himax's Revenue by Product, 2006-2013
  • Himax's Shipment, 2002-2014
  • Himax's Gross Margin, 2007-2013
  • Himax's OPEX, 2007-2013
  • Himax's Quarterly Revenue by Product, Q3 2011-Q3 2014
  • Himax's Quarterly Operating Expenses, Q1 2011-Q3 2014
  • Himax's Quarterly Gross Margin, Q3 2011-Q3 2014
  • Proportion of Himax's Key Customers, 2007-2013
  • Himax's Products and Customer Distribution
  • Himax's Supply Chain
  • Himax's Subsidiaries
  • Himax's Global Presence
  • ILITEK's Revenue and Operating Margin, 2007-2014
  • ILITEK's Monthly Revenue and Growth Rate, Dec 2012- Dec 2014
  • ILITEK's Shipment, 2007-2014
  • ILITEK's Shipment by Application, 2008-2013
  • Raydium's Revenue and Operating Margin, 2007-2014
  • Raydium's Monthly Revenue and Growth Rate, Dec 2012- Dec 2014
  • Raydium's Output, Sales Volume and Output Value, 2011-2013
  • Orise's Revenue and Operating Margin, 2007-2014
  • Orise's Quarterly OPEX, Q1 2010-Q4 2013
  • Orise's Revenue, Q1 2010-Q4 2013
  • Orise's EBT, Q1 2010-Q4 2013
  • Orise's Monthly Revenue and Growth Rate, Dec 2012- Dec 2014
  • Orise's Output, 2008-2011
  • Orise's Sales Volume, 2008-2013
  • Orise's Revenue by Product, Q1 2009-Q4 2013
  • Orise's Revenue by Customer, Q2 2012
  • Orise's Revenue by Customer, Q4 2013
  • Orise's Quarterly Shipment, Q1 2009-Q2 2013
  • Sitronix's Revenue and Operating Margin, 2006-2014
  • Sitronix's Monthly Revenue and Growth Rate, Dec 2012- Dec 2014
  • Sitronix's Revenue by Product, 2011-2014
  • Fitipower's Monthly Revenue and Growth Rate, Dec 2011- Dec 2014
  • Revenue and Operating Margin of Silicon Works, 2009-2014
  • Revenue of Silicon Works by Product, 2009-2013
  • Lusem's Organizational Structure
  • Magnachip's Revenue and Gross Margin, 2004-2013
  • Magnachip's Revenue by Business, 2004-2013
  • Magnachip's Revenue by Region, 2009-2013
  • Magnachip's Fabs
  • Revenue and Operating Margin of Melfas, 2007-2014
  • Revenue of Melfas by Product, 2007-2014
  • Quarterly Revenue and Operating Margin of Melfas, Q1 2013-Q4 2014
  • FocalTech's Revenue by Customer, 2013
  • Goodix's Shareholder Structure
  • Procurement Proportion of Goodix's Major Suppliers, 2013
  • Revenue and Operating Margin of Elan Microelectronics, 2004-2014
  • Monthly Revenue and Growth Rate of Elan Microelectronics, Dec 2012- Dec 2014
  • Revenue of Elan Microelectronics by Product, Q1 2011-Q4 2013
  • Revenue of Elan Microelectronics by Customer, 2010-2011
  • Revenue and Operating Margin of Synaptics, FY2006-FY2015
  • Revenue of Synaptics by Application, FY2004-FY2014
  • Revenue of Synaptics by Region, FY2010-FY2014
  • Revenue of Synaptics by Customer, 2014
  • Product Lines of Synaptics
  • Chinese Mobile Phones Using Products of Synaptics
  • Revenue and Operating Margin of Cypress, 2007-2014
  • Revenue of Cypress by Business, 2009-2014
  • Revenue of Cypress by Region, 2009-2014
  • ATMEL's Revenue and Operating Margin, 2006-2014
  • ATMEL's Revenue by Business, 2008-2014
  • ATMEL's Operating Profit Distribution, 2012-2013
  • ATMEL's Revenue by Region, 2008-2014
  • ATMEL's Touch Panel Control IC Roadmap
  • EETI's Revenue and Operating Margin, 2008-2014
  • EETI's Monthly Revenue, Dec 2012- Dec 2014
  • Business Distribution of ChipMOS
  • Revenue and Gross Margin of ChipMOS , 2003-2014
  • Revenue of ChipMOS by Product, Q1-Q3 2014
  • LCD Driver Segment Revenue of ChipMOS, 2010-2014
  • LCD Driver Segment Capacity of ChipMOS, 2010-2014
  • Roadmap of ChipMOS
  • CAPEX of ChipMOS, 2010-2014
  • Revenue of ChipMOS by Region, 2006-2013
  • Customer Distribution of ChipMOS, 2013
  • Category Distribution of Active Patents of ChipMOS
  • Market Share of Global Graphic Driver IC Gold Bump Vendors, 2012
  • Chipbond's Revenue and Operating Margin, 2006-2014
  • Chipbond's COG \ COF Capacity by Region
  • Chipbond's TAB Capacity Distribution
  • Chipbond's Monthly Revenue, Dec 2012- Dec 2014
  • Revenue and Operating Margin of VIS, 2005-2014
  • Monthly Revenue of VIS, Dec 2012- Dec 2014
  • Revenue and Gross Margin of VIS, Q1 2012-Q3 2014
  • Revenue of VIS by Node, Q1 2012-Q3 2014
  • Revenue of VIS by Application, Q1 2012-Q3 2014
  • Revenue of VIS by Product, Q1 2012-Q3 2014
  • Shipment and Capacity Utilization of VIS, Q1 2012-Q3 2014
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