This publication has been discontinued on September 5, 2011.
Abstract
The display market which recorded continuous growth was greatly damaged from
2H' 08 to 1H' 09 under the effect of the global financial crisis in 2008. The
Driver IC underwent a market change in preparation for the changes in the
Display market with a time difference of one month or one quarter. The
radically reduced demand in Q3' 08 resulted in a large price decline from Q4' 08
to Q2' 09 and many IC makers were negatively affected by this. In particular,
the actual decline in Q4' 08 was analyzed to be over 40%.
A large number of IC makers were faded out and some proceeded with M&A due to
worsened IC payability which had been continuing for a long period of time.
Under such effect, the competition between makers is expected to be somewhat
moderated hereafter and the price declining rate is predicted to slow down
accordingly.
The panel volume is somewhat decreased, but the actual resolution of each
panel increases and the multi channel trend stays in the 2007 level that the
IC volume increases despite the decrease in panel. The Display industry
appears to have achieved a full recovery in 1H' 09 that it is expected to
record overall 7.8 billion units in 2009. In addition, the overall revenue,
which had continuously decreased after 2006, exhibits a moderation that it is
predicted to record re-increase in the future.
Large panel ICs are expected to secure a vertical structure led by LCD makers,
whereas small Driver ICs are expected to show increase in major Fab' s market
control.
Regarding the volume trend by region, Taiwan and Korea have grown to a nearly
equal level. On the other hand, Japan continues to record decrease in market
share since 2005. Makers in other regions are primarily China based (Taiwan,
China) Fabless makers that it seems Taiwan records much greater actual
quantity than Korea.
Table of Contents
1. Business Outlook
- Overall Summary
- Market Overview
- Index Chart
- Overall Shipment Result
- 2008 Result by Supplier
- 2009 1st half result by Supplier
- Driver IC Volume Trend by Region
- Supplier Rank Transition
- Supply Chain
- Supply Chain
- Players
- Profit of IC Maker
2. Technology Trend
- Large Driver IC
- Multi Channel Trend
- SOC Trend
- COG Trend
- Small & Medium Driver IC
- Limit of 1 Chip Solution
- Memory War
3. Large Display Driver IC
- Shipment & Forecast
- Panel Volume Trend
- IC Volume Trend by Application
- IC Revenue Trend by Application
- IC ASP Trend by Application
- Source Driver IC Volume Trend by Channel
- Gate Driver IC Volume Trend by Channel
- Supply Chain
- Supply Chain
- Value Chain
- Film Supply Status
4. Small & Medium Display Driver IC
- Shipment & Forecast
- Shipment by Players
- Business Trend
- Volume Trend by Technology
- Revenue Trend by Technology
- ASP Trend by Technology
- a-Si TFT Driver IC Volume & Revenue Trend
- LTPS Driver IC Volume & Revenue Trend
- AMOLED Driver IC Volume & Revenue Trend
- PMOLED Driver IC Volume & Revenue Trend
- Color STN Driver IC Volume & Revenue Trend
- Mono STN Driver IC Volume & Revenue Trend
- Supply Chain
- Overall Supply Chain
- a-Si TFT Driver IC Supply Chain
- LTPS Driver IC Supply Chain
- Color STN Driver IC Supply Chain
- Mono STN Driver IC Supply Chain
5. Demand & Supply
- Capacity Balance
- Wafer Capacity
- Wafer Demand vs. Capacity
- 0.5/0.6um
- 0.18um
- 0.15/0.13um
- 110/90nm
- Back End
- Supply Chain
- Value Chain
- Film Supply Status
6. Conclusion
- The End of Chicken Game
- Recover Profit?
- Major & Alliance
- Another Evolution
