中小型TFT液晶パネル業界の主なトレンド：2008年

Abstract

Unusually for the small- and medium-sized TFT LCD industry, 2007 saw shortages of supply in some panel sizes. Looking ahead to 2008, manufacturers of small- and medium-sized TFT LCD panel will be investing in new-generation production lines to make up for the shortfall in production capacity. Small- and medium-sized TFT LCD panel is mainly used in consumer electronics products, so there is an extremely wide range of panel sizes and applications, including new applications that are only just starting to emerge. The small- and medium-sized panel market has thus developed along different lines from the large-sized panel market, where IT products account for the largest share. With a considerable amount of new large-sized panel production capacity scheduled to come on-stream in 2009, the allocation of production capacity for small- and medium-sized panel production will become even more complex and challenging.

Table of Contents

List of Topics

Current status of small- and medium-sized TFT LCD panel demand; small- and medium-sized TFT LCD production capacity by generation; utilization rate of small- and medium-sized panel production; trends in the supply and demand for small- and medium-sized panel in 2008.

Table of Contents

1. Small- and Medium-sized TFT-LCD Panel Market Demand

• 1.1 Specification Upgrade Needed to Stimulate Demand
  • Figure 1 Scope of Product Applications for Small- and Medium-sized TFT LCD Panel
  • Figure 2 Changes in Consumer Electronics Product ASP and Specifications
• 1.2 TFT LCD Becoming the Mainstream Panel Technology
  • Table 1 Comparison of the Old and New Versions of the Sony PSP

2. Small- and Medium-sized TFT LCD Panel Production Capacity

• 2.1 Factors Affecting Product Development Strategy
  • Figure 3 Leading TFT LCD Panel Makers' Production Lines and Main Product Applications
  • Figure 4 Small- and Medium-sized Panel Production Share in Korea, Japan, and Taiwan by Generation, 2007
• 2.2 Small and Medium-sized Panel Production Capacity Utilization
  • Figure 5 Main Applications for Small- and Medium-sized TFT LCD Panel and Product Production Outsourcing
  • Figure 6 The Small- and Medium-sized TFT LCD Panel Module Supply Chain
  • Figure 7 Small- and Medium-sized TFT LCD Panel Production in Korea, China, Taiwan, and Japan, 2006 -2008

3. Small- and Medium-sized TFT LCD Panel Supply and Demand in 2008

• Figure 8 Small- and Medium-sized TFT LCD Panel Shipment Volume by Product Application, 2006 -2008
• 3.1 Demand from End Products in 2008
• 3.2 Production Capacity in 2008
  • Table 2 Supply and Demand for Small- and Medium-sized TFT LCD Panel in 2008

4. MIC Perspective