STN-LCD驱动IC的市场资料

STN-LCD驱动IC的市场资料ThecolorphonemakestheLCD'sdriveICfishturnover1Thecolor-stnstilldominatestheColormobilemarketfortwoyearsThemainsupplieroftft-lcdisJapan3Taiwan'smanufacturersareaggressivelypushingtheICmarket3TheLCDdriverICisdevelopedwithpanelmanufacturers4ThephoneUSESTFToverCSTNtodriveICdemandupto5ColorphonesturntheLCD'sdriveICfishoverIntheelectronicdisplayindustry,theriseofLCDLCDshowstherevolutionofthenewgenerationoftechnology.EarlyTNLCDforthedevelopmentofHTNandexistingtheSTN,CSTN,TFT,andthefutureofOLEDproductswilldominatethewholedisplayindustrypatternagaintriggeredupdaterounddisplaytechnologyrevolution.UseLCDMODULES:homeappliance,consumerproducts,information,communicationproducts,industrialproducts,etc.CSTNandTFTarecurrentlythebiggestapplicationsofcommunicationsproductssuchasmobilephonesandpdas.TFTLCDinrecentyearsnotonlyoccupyaportablelaptopcomputers,andotherhigh-enddisplaymarket,andwiththeimprovementofthemanufacturingprocessandthereducingofthecost,hasbeentochallengefordesktopdisplay.Asaresult,CSTNandTFTLCDShaveaqualitativeleapoverthetn-typeandSTNLCD,whichisoneofthemostpromisingdisplaytechnologiesinthe21stcentury.AccordingtotheITindustry,theannualdemandforLCDMODULESwillgrowby15%to20%between2004and2015.ForEuropeandtheUnitedStates,theMiddleEastandotherplacesofLCMinChinawilllikelyneedtointroducealargenumberofLCDMODULES,becauseChinahasbeenondisplaytechnologymaturetechnology,thecostofthewholemarketisverylow,thedemandisunabletoestimate.ThedevelopmentofLCDMODULES:thecourseisfromtheCOBtotheHSCtotheTABtotheCOF,theproductdevelopmentofLCMislargeandthick,itcanbemadelightandthinandstable.ThedemandforLCMwillbehigherandhigher.Henceforth,theLCMencapsulatedbyTAB/COGwillbecomemainstream.Itslowcost,stableperformance,maturetechnology,broadmarketapplicationandhighdefinitiondemand,theproduct'sstructureissimple.TheageofLCDisalreadyhere!AccordingtoFujiChimeraforecast,LCDproductionin2005,beforethe12majorapplicationareasare:notebookcomputers,LCDmonitors,morethan10inchLCDTV,mobilephones,portablegameconsoles,carnavigation,camcorder,LCDprojectors,portableinformationterminalproducts(PDA),digitalcameraandprojectionTV.Amongthem,themobilephonemarkethasbeenasmallsizeLCDindustryLTD,sincelastyear,colorphoneagitation,makeoneofthekeycomponentsofLCDdriverICturnaround.BecauseoftheglobalmobilephoneandLCDrelatedindustries(notebookcomputer,monitor)demandrapidgrowth,makethefourthquarterof1999LCDdriverICsupplyisinsufficient,inaccordancewiththeJapaneseTSR(TechnoSystemsResearch)dataof1999typeTFTdriverICdemandofabout1999,2000,anestimated435milliongrowthabove19%,2001~2003inthecompoundannualgrowthrateof25.6%forclimbing.In1999,thedemandfortheTN/STNtypedriveICwasabout323million,upfrom456millionin2000andmorethan40percent,andthegrowthratewasestimatedtobeabout35percentin2001-2003.AndtheadventofcolorphoneshasspurredthedemandforcolorpanelsandcolormachinestodriveIC.Since2000,whenNTTDoCoMolauncheditsfirstcolorphone,F502i,thedemandforcolorpanelsandcolorSTNdrivesIChasrisen.In2001therewasamarketdemandofabout520millionmobilephonesworldwide.In2002duetothemobilephonemarketdemandthanexpected,andcolourtheSTNdriverIChasgraduallyfromtheoriginaltwointegratedintoone,insteadofrisingdemandfordriverICmarket,insteadoffallingslightly,2002globalmobilephonedriverICdemandofabout490million.In2003,thankstothedemandforcolormobilephones,GloballydrivenICdemandisexpectedtoriseto560million.TheTFTpanelusedthedrivingICforabout8%in2001andwasraisedtoabout20%in2002.Futuremonochromaticphonedemandwillbelessandless,leadingtomonochromaticphonepanelwithdriverICgraduallydecline,theproportionofcolorphonepanelwithdriverICdemandwillgraduallyincrease,forecastsfor2005globalmobilephonewithadriverICdemandwillreach690million,colorphoneswithdriverICdemandratewillrisetomorethan55%.Globalmobilephone,forecastto2006paneldriverICdemandofabout680million,M-theSTNLCDdriverICproportionfellto28%,increasedto27%ofthetotalTFTLCDdriverIC,LTPSTFTLCDdriverICis22%,coloroftheSTNLCDdriverICwerehigherthan17%,whichwillaccountfor6%ofthetotalorganicLEDdriverIC.Source:IEK,theworkinstituteFigure2cellphonepaneldrivesICdemandtrendsChrome-stnstilldominatestheColorphonemarketfortwoyearsCurrently,thedisplayisquitediverse,includingthecolor-stn,tft-lcd,LTPS,andoleds,whicharecurrentlyusedintft-lcdandcolor-stn.Almost2001yearsago,ColorcellphonemarketfocusinJapan,whileJapanColorphoneandgiveprioritytoinordertousetheTFT-LCD,sothattheTFT-LCDinthemobilephonemarketshareashighas60%above,butoutsideofJapansince2001,theregionColorofgrowingmobilephonemarketandthelaunchoftheseareasbyColorphonesequippedwithmoreColor-theSTN,pluslowmobilephonemarketgrowthinJapan,sothattheTFT-LCDinthemobilemarketsharedeclineyearbyyear.Accordingtothestatisticsin2002Q1JapantheSTNLCDoutputgrewrapidlyfrom28.8billionyento41.7billionyen,growthupto44),themainreasonisthattheC-theSTNphonepanelinthe2ndhalfof2002themarketdemandhasgraduallyemerged,butcomparedwith2001inJapantoproduceisstillpresentthesituationoftherecession.Inthecaseoftn-lcd2002,therewasnoapparentvolatilityinquarterlyoutputperquarter.Overall,thetotaloutputofJapan'sTN/STNLCDwas175.4billionyenin2002.ExpectedfutureJapaneseTN/theSTNLCDmanufacturerswillbeonlyafewmanufacturerscontinuetoproduceTN/theSTNproduct,coupledwiththemanufacturersinordertoreservethespaceofproductupgrades,alluseColor-awaveoftheSTNdisplaysdoledflagship.ThoughColor-theSTNisnotenoughtocopewiththefuturemobilephonedisplayhighColornumberandthedemandofhighresolution,plusLTPS,OLEDandothernewdisplayintothemobilephonemarket,willthreatenColor-theSTNmarketposition,buttheColor-theSTNlowpowerconsumptionandlowunitprice,thereisstillaconsiderablecompetitiveadvantagejustasnewcompetitorstojoin,willmaketheColor-theSTNwillbefromthecurrentlowlevelsofproductpositioning,compressiontolowlevelsofproductpositioning.In2003,color-stnhada64%shareofthemobilemarket,overtakingtft-lcdasamainstreamproduct,sointwoyearsitwillremainthelargestmarket.Themainsuppliersoftft-lcdareinJapanVerybeautifuldriverIC,in2000isfacingtothesituationofoversupplyofnextyear,withthemobilephonedriverICforTaiwanmanufacturersalsoactivelyundercut,declineinpricefrom$1.5atthebeginningoftheyeartotheendofeachneedonly0.7-$0.9,proportionfellclosetothree.Althoughthecompetitiononthemarketpricealreadyinhandtohandcombat,butobservedfromthemanufacturer'smarketshare,theinternationalleadingcompaniesseemtohavenotreduceshare.ThreesuppliersIEKstatistics,2001yearsagoisstillbyEpson(25%),Philips(22.4%)andSharp(13.1%)ofthecicada,althoughcomparedwith2000thattherewasaSharpmarketsharedecline,buttheformerthreetotalmarketshareisstillashighas60%.Spendmanyreasonsinadditiontomanufacturersintechnologyandr&defforts,anotherkeyfactoristhatEpson,PhilipsandSharpitselfalsoprovidesmorethan5intotheglobalmobilephonepanel,sotheoverallsentiment,thoughpoor,buttheheightofverticalintegrationininternationalcompanies,IEKforecaststhattherewillbenostructuralchangeinthecompetitivemoodinashortperiodoftime.AccordingtoIEKstatistics,in2002theglobalcolorphonedemandisabout94million,theproportionofglobalmobilephonepanelcolorizationhassuccessfullybreakintomorethan2,estimatesthatglobalcolorpanelin2003carryingratewillhavetheopportunitytoreach40﹪,includingC-theSTNduetopriceandqualitymeetthedemandoftheinternationalcompanies,willtaketheleadinincreasingmarketdemand,adoptmoreupscalea-orLTPSTFTcellphonewillalsobegantorapidgrowthinthe2004yearslater.AccordingtoIEKanotherstatisticsshowthatinthefourthquarterof2002globalmobilephonepanelwiththemainsourceofsupplyofthedriverIC'sfocusontheSeikoEpson,Philip,Samsung,suchasforeignhands,intermsofM-theSTNdriverIC,theworldcityofthehighestratesforPhilips,itsglobalmarketshareofabout25%,followedbySamsung's24%,and23%ofSeikoEpson.Inthec-stnpanel,theglobalmarketshareofSeikoEpsonisthehighestintheworldwiththedriverIC.Sharphasabout20percentoftheworld'smarket,whileSamsungisrankedthirdwith18percentoftheglobalmarket.TFT-LCDpanelwithdriverIC,becauseJapanesemanufacturersastheworld'smostactiveTFT-LCDsurfaceforamobilephonetocountry,sotheJapanesecompaniesinthemobilephonepanelwithdriverICmarketshareisthehighest,inthefourthquarterof2002,Hitachiglobalmarketshareofabout25%,followedby24%ofSeikoEpson,andaSharp18%.TaiwanesemanufacturersareaggressivelypushingtheICmarketCSTNmustmatchitsowndriverIC,unabletofunctionortheSTNTFTdriverIC,somanyTaiwanmanufacturersinsuccessionsincelastyearonresearchanddevelopment,containsthefull,sunplus,elan,butatpresent,themainsupplierorJapaneseEpson,Hitachiandsoon,stillCSTNpanelfactoryinTaiwantoJapanpurchase,qualityisthekey,whenthefirstwaveofCSTNpanelafterthegrowthperiod,thereisabigcostpressure,combinedwithTaiwan'stechnologyismature,TaiwanCSTNdriverICwillhaveabetterchance,butTaiwanICdesignindustrystillhasapositivefirststepintothat."Taiwan'srapiddevelopmentofLCD,whetherTFTorSTN,isboundtospurtheseedsofitsupstreammaterialsandthezero-componentindustry.ExertthefocusoftheindustryinthepastTaiwanmostlyconcentratedinthecolorfilterandbackplate,startingfromthesecondhalfof1999,ICdesignindustrybegantointensiveinvestmentdrivethedevelopmentofICandafewsampleshipment.Infact,theindustryhasalreadybeguntonoticethemarketpotentialoflcd-drivenIC,whichstillhasanearly$1billionbusinessopportunity,withonlytensofmillionsofunitsshippedperyearbydomesticSTNLCD.ButnotbeforeafewyearsofheavyspendingduetoconsideringtheTaiwan'slackofsimulationdesigntalent,alsodonotknowtheLCDdrivertechnology,plusTSMCandumclacknecessaryhighprocessofdriverIC,TaiwanaftertheperiodofconstructindustrynorqualifiedassociatedgoldgrainofbumpandTABtechnologycooperation.Sothewholesystemfromdesigntomassproductionisincomplete.Butitwasnotuntiltheumc,TSMCandwinbondhadtheabilitytoprovidehighprocess,afteraperiodofalsoforwaferfoundryandfinishdevelopment,packagingcompanyalsohastheabilitytoTAB.Ontheotherhand,STNpanelmanufacturers,suchasshenghua,havetheabilityofCOGtomakethewaferdirectlyintothemodulewithoutthesupportoftheIC.SothosewhoareinterestedindrivingtheICareinvestingheavily.Domesticmanufacturerstocutintosmallfeetinchflat-paneldisplaydriverICisstillintheSTNLCDdriverICisgivenpriorityto,smallfeetinchTFTLCDdriverIChassunplus,lianxu,dayalreadyturnelan(investment),suchasjointpolycrystallinemanufacturers.Sunplus,elan,dayalready,groupsinging,jointpolycrystallineandothermanufacturersproductsapplicationfieldinthetraditionalcalculators,DataBank,handheldgameconsoles,PDAandotherconsumerelectronicsproducts,silicon,andfull,andcrystal,macro,crystaldoor,morefocusoncellphoneusepaneldriverIC.Accordingtothecompany,lingYang,yilongandtianyoaretheSTNLCDdriversofconsumerelectronicssuchascalculators,handheldgameconsolesandpdas.ThemobilephoneispoweredbyapaneldriveIC,whichisgraduallytransferredfromm-stnLCDtocolorSTNLCDproducts.LianxuistheleadingdomesticlargesizeTFTLCDdriverICmaker,accountedforoverseventypercentofthecompany'srevenue,theSTNLCDdriverICtosmallandmediumsizeTFTLCDdriverICaccountsforabout10%~15%,andthemainapplicationproductstoPDA,DataBank,digitalcamera,etc.AsforthecurrentmobilephonewithapaneldriveIC,domesticvendorsarestillfocusedontheSTNlcd-drivenICsolution.Shipmentsin2003,crystaldoorandcrystalmacroincludingM-theSTNandcolourtheSTNLCDdriverICshipmentsof70millionand70millionrespectively,siliconandisgivenprioritytowithM-theSTNLCDdriverIC,shipmentsofabout16.5million.Forecastin2004underthemobilephonewithcolorLCDpaneldemand,cutintothecoloroftheSTNLCDdriverICwillsignificantlyincreasedomesticmanufacturers,inadditiontothesiliconcrystaldoor,crystalmacros,and,thecouplingofsunplus,elan,companiesandthewholedayalready,jointpolycrystallineareintendedtoenter.LCDdriverICisdevelopedtoworkwithpanelmanufacturersIngeneral,affectphonepanelwithdriverICofthekeyfactorsinthemarket,inadditiontotechnicalskillsrelatedtoICdesignindustryitself,alsoincludestheearlyICdevelopmentwhethercanobtainthemobilephonemanufacturerstopanelresolution,andpixelplanningsuchasspecifications,cansmoothlytothepanelindustryachievethespecificationsofthepanelproperties,andcanbesmoothlywithpanels,andmobilephonesystemoperatorsandmanufacturers.LCDpanelmanufacturers:Mainsupplierofscienceandtechnology,green,andWatsonwintek,goodstrength,andthewholeplatform,opticalcoupling,PMDS,epsonPMDS,TFS,sharp,Hitachidisplay,auo,treasure,birds,sanyo,TMD,STLCD,samsungelectronics,LGINNOTEKsamsungSDIsamsungOLED,rhenium,leiepsonwintek,light,leisurely,tianma,letter,goodstrengthThemobilephoneUSESTFTmorethanCSTNtodriveICdemandWiththeadvantageofthewholeindustrialchain,theTFTLCDpanelisappliedinthemobiledisplaypanel,andnextyearhastheopportunitytobeinthemainstreamwiththec-stnpanel.MobilephoneuseTFTLCDdriverchipmarketissohot,ChuRi,Koreansystem,investedbyelectroniccrystaldoor,Taiwanwonderscouplingofphotoelectricphotoelectric,manufacturerstoparticipateincompeting.Chenhuiming,aseniorresearchfellowatnomura,estimatesthatthechipmarket,whichdrivesthechipmarketasawhole,nowaccountsfornearly20percentofthemarket.ThisfigureiscomparabletoSouthKorea'ssamsungandJapan'sRenesas.OncebeforeSolomongroupunderthecrystaldooristoachievesuccess,removethedeeprelationshipbetweenwithMOTOROLA,byundertakingquantaofSolomon'sshareandbecomethebiggestinstitution