Market Intelligence & Consulting Institute · Figure 1 Worldwide LCD TV Panel Shipment Volume, 2011 - 2015 Source: MIC, April 2015 Figure 2 Worldwide LCD TV Panel Shipment Share by

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DPRPT15040201

Abstract As a major application for large-sized panels, LCD TV is the

only end product enjoying shipment growth in 2014.

Therefore, LCD TV panels have been given priority during

vendors' production capacity and product specification

planning. This report begins with the status of global LCD

TV panel shipments, followed by an analysis of driver IC

shipments, a key component for LCD TV panels, and panel

vendors' customer portfolios. Analysis of Chinese panel

makers' production capacity plans and future

development is provided in the conclusion.

by Brian Chen

Consumer Electronics

Worldwide Supply Chain

Analysis: 2015 LCD TV

Panel Industry

Document Code: DPRPT15040201 Publication Date: April 2015

Check out MIC on the Internet!

http://mic.iii.org.tw/english

Industry Intelligence Program

Worldwide Supply Chain Analysis: 2015 LCD TV Panel Industry _________________________________________ i

© 2015 Market Intelligence & Consulting Institute April 2015 DPRPT15040201

Table of Contents

Page

1. Worldwide LCD TV Panel Shipments ................................................. 1

1.1 Production Volume ........................................................................... 1

1.2 Shipment Value and ASP ................................................................. 1

1.3 Shipment Area ................................................................................... 1

2. LCD TV Panel Product Portfolios ........................................................ 2

2.1 Distribution of Panel Size................................................................. 2

2.2 Average Panel Size ............................................................................ 2

2.3 Resolution ........................................................................................... 2

3. Development of Driver ICs ................................................................... 3

3.1 Vendors and Products ...................................................................... 3

3.2 Shipment Performance ..................................................................... 3

3.3 LCD TV Panel Supply Chain ........................................................... 4

4. Key Players' Production Capacity Plans ............................................. 4

4.1 BOE .................................................................................................... 17

4.2 CSOT ................................................................................................... 5

4.3 CEC-Panda ....................................................................................... 19

MIC Perspective ........................................................................................ 20

Appendix .................................................................................................... 22

Glossary of Terms ..................................................................................... 22

List of Companies ..................................................................................... 23

ii _______________________________________________________________ Industry Intelligence Program - Display

April 2015 © 2015 Market Intelligence & Consulting Institute DPRPT15040201

List of Figures

Page

Figure 1 Worldwide LCD TV Panel Shipment Volume, 2011 - 2015 ................................................................................................................ 1

Figure 2 Worldwide LCD TV Panel Shipment Share by Country, 2011 - 2015 .................................................................................................... 1

Figure 3 Worldwide LCD TV Panel Shipment Value and ASP by Country, 2011 - 2015 ................................................................................... 1

Figure 4 Worldwide LCD TV Panel Shipment Area by Country, 2010 - 2015 .................................................................................................... 1

Figure 5 Worldwide LCD TV Panel Shipment Share by Size, 2010 - 2015 ............................................................................................................. 2

Figure 6 Average LCD TV Panel Sizes by Country, 2010 - 2014 ....... 2

Figure 7 Worldwide Panel Vendors' Average LCD TV Panel Sizes, 2010 - 2014 .................................................................................................... 2

Figure 8 Worldwide LCD TV Panel Shipment Share by Resolution, 2011 - 2015 ............................................................................... 2

Figure 9 Comparison of RGB and RGBW Panels by Sub-pixel Arrangement, Resolution, and Sub-pixel Numbe .................................. 3

Figure 10 Worldwide Market Share by Panel Vendor, 2014 ............. 4

Worldwide Supply Chain Analysis: 2015 LCD TV Panel Industry ________________________________________ iii


List of Tables

Page

Table 1 Key Driver IC Suppliers and their Customer Portfolios ...... 3

Table 2 Planned Production Capacity of BOE's Fabs ....................... 17

Table 3 Planned Production Capacity of CSOT's Fabs ....................... 5

Table 4 Planned Production Capacity of CEC-Panda's Fabs........... 19

Worldwide Supply Chain Analysis: 2015 LCD TV Panel Industry _________________________________________ 1


1. Worldwide LCD TV Panel Shipments

1.1 Production Volume

Figure 1 Worldwide LCD TV Panel Shipment Volume, 2011 - 2015

Source: MIC, April 2015

Figure 2 Worldwide LCD TV Panel Shipment Share by Country, 2011 - 2015


1.2 Shipment Value and ASP

Figure 3 Worldwide LCD TV Panel Shipment Value and ASP by Country, 2011 - 2015


1.3 Shipment Area

Figure 4 Worldwide LCD TV Panel Shipment Area by Country, 2010 - 2015

Unit: Thousand Units

2 _______________________________________________________________ Industry Intelligence Program - Display



2. LCD TV Panel Product Portfolios

2.1 Distribution of Panel Size

Figure 5 Worldwide LCD TV Panel Shipment Share by Size, 2010 - 2015


2.2 Average Panel Size

Figure 6 Average LCD TV Panel Sizes by Country, 2010 - 2014


Figure 7 Worldwide Panel Vendors' Average LCD TV Panel Sizes, 2010 - 2014


2.3 Resolution

Figure 8 Worldwide LCD TV Panel Shipment Share by Resolution, 2011 - 2015




Figure 9 Comparison of RGB and RGBW Panels by Sub-pixel Arrangement, Resolution, and Sub-pixel Numbe

Note 1: Source ICs have 960 channels Note 2: LGD G+ divides two pixels into five sub-pixels Source: MIC, April 2015

3. Development of Driver ICs 3.1 Vendors and Products

3.2 Shipment Performance

Table 1 Key Driver IC Suppliers and their Customer Portfolios

Driver IC Vendor

Panel Vendor

Taiwanese Korean Japanese

Novatek Raydium HIMX Samsung Lusem MagnaChip

Dongbu Sharp Chipone

Ta

iwa

ne

se

AUO

Innolux

Ko

rea

n

Samsung

LGD

Jap

an

ese

Sharp

Panasonic



Ch

ine

se

BOE

CSOT

CEC

Note: L means ≤ 20%; M means 21%~49%; H means ≥ 50% Source: Respective companies, compiled by MIC, April 2015

3.3 LCD TV Panel Supply Chain

Figure 10 Worldwide Market Share by Panel Vendor, 2014


4. Key Players' Production Capacity Plans

4.1 BOE

Table 2 Planned Production Capacity of BOE's Fabs

Fab Generation Location Description

B1

B3

B4

B5

B6



B7

B8


4.2 CSOT

Table 3 Planned Production Capacity of CSOT's Fabs


Shenzhen Fab 1

Shenzhen Fab 2

Wuhan Fab


4.3 CEC-Panda

Table 4 Planned Production Capacity of CEC-Panda's Fabs


Nanjing Fab 1

Nanjing Fab 2




MIC Perspective Continued Focus on Larger-sized Panels and UHD Resolution

Driver IC Vendors Aggressively Seek Partnerships in China

Rising Threats from China with Increased In-house Panel

Supply



Appendix Glossary of Terms

ASP Average Selling Price

CRT Cathode Ray Tube

GOA Gate on Array

IGZO Indium Gallium Zinc Oxide

LCD Liquid Crystal Display

LTPS Low Temperature Poly-silicon

UHD Ultra High Definition

WCG Wide Color Gamut



List of Companies

AUO

BOE

CEC

Changhong

Chipone

CSOT

Dongbu

Haier

HIMX

Hisense

Innolux

Konka

LG Electronics

LGD LG Display

Lusem

MagnaChip

Novatek

Panasonic

Raydium Semiconductor

Samsung Display

Sharp

Skyworth

TCL

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Market Intelligence & Consulting Institute · Figure 1 Worldwide LCD TV Panel Shipment Volume, 2011 - 2015 Source: MIC, April 2015 Figure 2 Worldwide LCD TV Panel Shipment Share by