´ëÇü TFT LCD »ê¾÷°ú LG µð½ºÇ÷¹ÀÌ »ç·Ê
µð½ºÇ÷¹ÀÌ ±â¼ú¹ßÀü°ú ½ÃÀåÀü¸Á
´ëÇü TFT LCD ¼±Á¤
LCD ¼ö¿ä Àü¸Á
LCD ¼ö±Þ / °¡°Ý Àü¸Á
Large panel shipment trend
LCD »ê¾÷ ÀçÆí History
CMO ? Innolux ÇÕº´ÀÌ ³¢Ä¡´Â ¿µÇâ
LG µð½ºÇ÷¹ÀÌ »ç·Ê
Source : Çѱ¹»ê¾÷±â¼úÆò°¡°ü¸®¿ø
Display ±â¼ú ¹ßÀü ¹× ½ÃÀåÀü¸Á
Source : Çѱ¹»ê¾÷±â¼úÆò°¡°ü¸®¿ø
µð½ºÇ÷¹ÀÌ ±â¼ú ¹ßÀü Àü¸Á
GlassÀÇ ´ëÇüÈ¿Í ¹ÚÇüÈ¿Í ÇÔ²² µð½ºÇ÷¹ÀÌ ±â¼úµµ °°ÀÌ ¹ßÀü
Tech.º° ¹ßÀü
´ëÇü TFT-LCDÀÇ ¼±Á¤
Source : Display Search, Q2¡¯09 Quarterly Worldwide Flat Panel Forecast Report
Àüü ÆòÆǵð½ºÇ÷¹ÀÌ ÆǸŠÁß AMLCD°¡ 90%ÀÇ Share Áö¼Ó À¯Áö
PDP´Â 2009³â 5.4%¿¡¼ 2014³â 3.6%·Î Share °¨¼Ò
PMLCD 2009³â 2.6%¿¡¼ 2014³â 1.1%·Î °¨¼Ò
AMOLED´Â 2009³â 0.8%¿¡¼ 2014³â 5.1%·Î Áõ°¡
EPD´Â 2009³â 0.3%¿¡¼ 2014³â 1.2%·Î Áõ°¡ ¿¹»ó
[ Source: Worldwide Flat Panel Database ]
CAGR : 18%(2003~2008)
CAGR : 5%(2009~2014)
±â¼ú º° µð½ºÇ÷¹ÀÌ ÆǸŷ®
TFT-LCD ±â¼úÀÌ ¼ö¿ä¿Í °ø±Þ¿¡¼ ÆòÆǵð½ºÇ÷¹ÀÌÀÇ ÇÙ½É
[M$]
¼ºÀåÀ² : 2%(Q1¡¯98) ¡æ 81%(Q1¡¯09)
ÆòÆÇ¡¦(»ý·«)
|
ch 3Q]
LCD Panel Shipment FCST
LCD ¼ö¿ä Àü¸Á by Customer
ÁÖ¿ä °í°´ 10¿ù ½ÇÀû ¹× 4Q¡¯09 Àü¸Á
Major Customer 10¿ù ½ÇÀû & FAB Utilization
Shipment
Rev.
FAB UTZ
Mpcs
TV
MNT
NBPC
TTL
share
M$
(%)
SS
4.1
3.3
4.7
12.0
24.0%
1,898
~99
LGD
3.5
4.0
4.8
12.4
24.8%
1,602
~99
AUO
2.5
2.5
3.7
9.0
18.0%
1,025
~86
CMO
2.8
2.3
1.6
6.7
13.4%
797
~84
Total
15.8
15.3
18
50
6440
~92
1
1
1
1
1
Quarterly shipments
2Q`09
3Q`09
4Q`09(F)
1Q`10(F)
SS AMLCD
33%
14%
0%
-7%
LGD
38%
12%
0%
-5%
AUO
72%
19%
2%
-8%
CMO
44%
14%
2%
-7%
SHARP
21%
38%
10%
-3%
¼¼°è °æ±â ȸº¹ÀÌ º»°ÝȵÇÁö ¾Ê¾ÒÀ½¿¡µµ °ßÁ¶ÇÑ LCD ¼ö¿ä·Î
LCD °¡°ÝÀÌ ¾ÈÁ¤ÀûÀÎ ¼öÁØÀ» À¯ÁöÇÏ°í ÀÖÀ½
°æ±â °íÁ¡ÀÌ´ø 3ºÐ±â¿¡ ³ôÀº ¿µ¾÷ ÀÌÀÍÀ²À» ±â·ÏÇÑ 1st tier ¿Í
2nd tier µé°úÀÇ ¼öÀͼº °ÝÂ÷´Â Á¡Â÷ È®´ëµÇ°í ÀÖÀ¸¸ç
ÀÌ¿¡ µû¶ó 2xxx³â ¼³ºñ ÅõÀÚ¿¡µµ Â÷º°È ¿µÇâÀÌ ¿¹»óµÊ
Innolux & CMO ÇÕº´ (11/15)
LGD : L&T Display Technology ¼³¸³ ¹ßÇ¥ (11/16)
Áß±¹ TPV¿Í TV & Monitor »ý»êÀ» À§ÇÑ JV
(TPV : ¼¼°è ÃÖ´ëÀÇ TV ¿ÜÁÖ »ý»ê ¾÷ü)
Áß±¹³»¿¡¼ ¾ÈÁ¤ÀûÀÎ LCD ÆгÎ