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 1 台灣光電與半導體設備產業協會 台灣光電與半導體設備產業協會 台灣光電與半導體設備產業協會 台灣光電與半導體設備產業協會 資訊月報 資訊月報 資訊月報 資訊月報 2009.06

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2009.06

1

P.7

P.7 1.5 X-CELL

P.8 6 26 CIGS LED LED DET

P.10 2010 90% B/B 0.74

P.10 LED 780% LED LED LED 8.5 8.5 6 LCM LED 2

1.25 M.Setek 4.5 3D mirasol 5 TFT LCD 950 LED TV LED LG 75 2018 20

P.15 LED 15 5000 Next Energy 18 BEST 500MW 50 ENFINITY 80 900 CIGS ULVAC 1.09 30 50 LDK 3

..P.19 NEDO Sony SDP10% S-LCD 2 8.5 LG 500

P.20 IMEC SolarMagic PG&E AV Solar Ranch Ascent Solar BP Solar RGE 66MW UL

P.23 TOSEA ()P.26 TOSEA ( ( P.32 TOSEA

4

2009 5 2049 1503 8383 6196 544386,524

2009 2008

5 5

235,125 499,515

5,704,395 1,246,877

101,089

280,150 415,876

116,709 -13.38% 749,873 761,716 -1.55%

430,870 -79.92% 817,839 1,781,885 -54.10%

%

-52.93% 951,530

357.49%

-32.64% 1,785,054 2,970,062 -39.90%

2009 2008

5 5

9,676,574 6,290,451 53.83%

2,406,683

%

-60.46%

5492

3413

6223

806416,512

2395

2009 2008

5 5

11,076

60,790

119,100

780,167

207,087

176,686

190,514 -37.48% 493,303 826,622 -40.32%

256,638 -93.57% 284,837 1,849,835 -84.60%

1,090,238 -28.44% 4,000,493 5,172,316 -22.66%

%

-94.65% 154,021 897,661

-65.59% 329,171

2009 2008

5 5

1,247,423 -73.61%

%

-82.84%

3498

2464

618733,519

6125

623494,847

2009 2008

5 5

129,978

240,997 370,184

272,651 433,341

59,415

118,711 -71.76% 145,063 417,316 -65.24%

113,521 -16.45% 432,934 464,296 -6.75%

%

118.76% 556,792 567,405

-34.90%

-37.08% 1,251,422 2,011,048 -37.77%

2009 2008

5 5

1,231,238 1,854,252 -33.60%

%

-1.87%

3455

1528

6215

340231,381

3616

2009 2008

5 5

73,295

125,412 240,951

156,121 102,833 51.82% 352,584 422,844

161,958 58,917

137,168

208,794 -84.97% 355,347 793,348 -55.21%

%

-46.57% 484,121 785,423

-47.95% 492,183

174.89% 276,747 180,044 53.71%

2009 2008

5 5

1,137,846 -56.74%

%

-38.36%

-16.62%

TOSEA

5

/ /

246780,294

301,824 -73.40% 512,852 959,253 -46.54%

353520,289 81,460

-75.09% 100,430 402,243 -75.03%

837446,282 90,724

-48.99% 173,882 398,973 -56.42%

2009 5 2409 3009 2475 6116

2009 2008

5 5

27,421,379 43,913,710 -37.56%

23,029,699 33,687,761

3,367,515

4,275,888 7,083,009 -39.63%

11,014,833 -69.43% 14,689,115 58,008,561 -74.68%

%

-31.64% 86,826,519 158,380,061 -45.18%

2009 2008

5 5

101,952,560 222,224,116 -54.12%

14,239,377 33,210,279 -57.12%

%

2330

2303

5346

2408

2342

2009 2008

5 5

24,473,921 28,990,351 -15.58% 83,778,363

7,514,440 8,606,625

1,506,485

2,890,631 3,326,347 -13.10%

179,476 356,989

6,115,915 -75.37% 6,485,126 26,069,405 -75.12%

%

-12.69% 25,229,949 41,130,795 -38.66%

-49.73% 815,796 1,790,642 -54.44%

2009 2008

5 5

11,709,293 15,173,527 -22.83%

142,314,084 -41.13%

%

6244

3452

3514

3519

3599

2009 2008

5 5

803,905

909,334

1,006,904 1,400,514

509,747 766,085

317,410 629,985

2,018,257

1,100,558 -17.38%

%

-60.17%

-28.10% 5,034,822 6,208,501 -18.90%

-33.46% 2,681,058 3,425,448 -21.73%

-49.62% 1,434,308 2,750,104 -47.85%

2009 2008

5 5

5,919,810 8,861,434

4,133,288 4,236,382 -2.43%

%

-33.20%

TOSEA

6

3481

12,228,710 14,634,223 -16.44% 54,953,718 72,584,688 -24.29%

2337

1,822,124 1,758,681 3.61% 8,638,526 8,375,572 3.14%

3576

589,041 778,296

-24.32% 2,923,664 3,471,981 -15.79%

1.5 1.5 CIGS 7500 50MWCIGS 10MW 7500 CIGS 100MW 10MW

CELL X-CELL X-CELL X-CELL 17.5% X-CELL X-CELL X-CELL X-CELL

IEK Q.Cells First

7

Solar SunPower

6 7 242 20 CO2 200 55

6 26 (0002) 6 26 24 52.85 13.7% 4 2.31 2.35 5 6 5 2 50%

(0002) 8 1 10 3 THKNSK

(0012) LEDPV 16 7 5

CIGS (CIGS) CIGS ( 0012)(0014) CIGS 8

(0028) () LED IC digitimes

LED (0028)LED digitimes

LED(0028) LED LED IC LED IC 7 () global sources

6 ( 0029) 7 TFT 6

(0039) 100 6 (DET)7 4 3 40 7 5 200 1 digitimes

DET (0039) LCD (DET) DET 70% DET 100%digitimes9

(0046) 1.2 CIGS

(ULVAC) 6 MPEC-1300 1/2 1100mm1400mm 1 5000 10

2010 90% SEMI 2009 56% 10 09 (TSMC) 2010 2009 90%SEMI (Intel) 32 10 global sources

B/B 0.74 SEMI (Book-to-Bill)09 (B/B Ratio) 0.74 2.885 2.49 16% 3.919 3.857 13.1 72% global sources

LED 780%DisplaySearch 1 LED 1060 63% 780%DisplaySearch LED10

1 LED 420 100% 1 LED (NB) 590 26% 2

LED LED 1 10 40 (Samsung) 40 46 55

LED DisplaySearch 1 LED 26.9% 19.2% 18.8% 14.7% 11.5%

LED 1 LED 37.9% 28.8% 19.9% 7.4%TMDisplay 5.4%LED 87.8% 12.2%LED 96.2% 2.2% 1.4% 0.2%

8.5 1 8.5 2 8.5 8.5 12.8 2 8.5 7

8.5 6 8.5 1 6 Sipix 6 9 10

11

LCM (LCM) LCM 2009 4 digitimes

2008 () 16 1 digitimes

LED 15 MOCVD LED

1.25 M.Setek 1.25 M.Setek M.Setek M.Setek M.Setek Soma 3,000 300MW()

4.5 1 66% 4.5 21.521.6 32 15.6 21.6 18.5 32 26

3D 3D 3D 12

mirasol (Qualcomm)(Qualcomm MEMS Technologies) 4.5 mirasol mirasol Mirasol 3 digitimes

5 5 56 78 digitimes

(NB) 4.5~5 (CF) 4.5 CF 2010 4.5 digitimes

TFT LCD TFT LCD digitimes

2009 22 44 22

950 950 10 13

27 1516

LED TV LED LED 3 32 LED TV 0.1~0.2 SMD LED 32 TV 1,500 digitimes

LED 2008 LED 1 LED 1 40~50 LED 2008 2009 5~10%digitimes

LG LG LED (LED TV) LED 7 LG LED

75 2009 44 2009 75 2009 15 ~20 digitimes

LED

2018 20 (NBDO)6 2018 20 ( 660 )14

LED

LED 15 LED

2008 800MW 530MW 2009 6

12.5 50MW 10MW2010 2015

100MW 50MW 19.9 21

5000 5000 24 100 26

48 100.89 15

() 60 40 100 21

8.2 9 5 2011 5 1 2013 10 1 100

En Next Energy Next Energy Next Energy (SunLink PV)

18 18 2010 2012 8 200MW 200MW 17.5%( 16.8) 40

BEST 10 ( BEST LDK ) Enfinity 1.09 /

500MW 500MW 50 2009 16

500

50 1000 7 7000 50

5.3 3 LED 1 10 1923 80

FINITY ENFINITY Enfinity 5 27 29 Intersolar Enfinity 15MW PV

80 80 500

900 900 200 4 2010 1,000 35%65%

CIGS CIGSSe 17

50%

ULVAC LVA (ULVAC)(Shenzhen Hivac Vacuum Photo-Electronics)5 23 1 2000 ()

1.09 2 ( )1.09 2010 300 200 50% 0.5-0.6 8000

30 30 500 100 CIGS

50 50 2010 2012

LDK LDK LDK 6 6 1000 18

Jean-Marc Gilson CBN 5 Jean-Marc Gilson

2008 2011 (PDP)(OLED) digitimes

(Funai) 55 540 80 50 LGD 1

NEDO EDO NEDO() 04 (PV2030+) 2030 2050 2020 20( 2020 19)2030 25( 2030 22)

Eco-positive Company 2012 2 Enel

19

Sharp LCD Sharp

SDP10% Sony SDP10% 10 Sony SDP 10% 34% Sharp 2009 7 1 10 SDP Sony 2010 2010 2,000 digitimes

S-LCD 2 8.5 (Samsung Electronics) Sony S-LCD 1.8 2 8.5 2,200mmx2,500mm 7 3246 52 Sony

LG 500 LG 500 09 LG 2010 8 122012 14

IMEC (SCHOTT Solar AG) IMEC 3 IMEC Industrial Affiliation Program(IIAP) IP( Intellectual Property) 20

2500 25

SolarMagic olarM(National Semiconductor CorporationNS) (Suntech Power Holdings Co. Ltd.) SolarMagic NS SolarMagic 57% global sources

18 5 150 8.75 32.5

Solar PG&E AV Solar Ranch (PG&E) AV Solar Ranch 230MW 2013 PG&E 592GWh

2005

Asce Solar Ascent Solar Ascent Solar Technologies 5m 32cm 2kg CIGS 9.1 123WAscent Solar (BIPV)21

1.5MW 30MW

Solar 66MW BP Solar RGE 66MW (BP) RGE Energy BP Solar RGE 66MW 46MW Saxony-Anhalt Koethen 2009

2020 2050 3MW 2020 2 MW

2050 69% 70% 1540 1800 2200

20 4000 10~15 15% RWE

24

UL UL(Underwriters Laboratories) 2010 7 UL 35% 2008 7 30%global sources22

TOSEA 6/04 CIGS/CIS

6/08

23

6/10~6/12 2009

6/13 98

24

6/24 LED LED

6/26

25

( ) TOSEA )07/14TOSEA 7/14~8/11 9:30~16:45 201 TOSEA TOSEA980714 (

09:30~12:30 12:30~13:30 13:30~16:30 16:30~16:45 (1) (2) (4) (5)Q&A (

(1) (3) (2) (4)

09:30~11:20 11:20~11:30 11:30~12:30 12:30~13:30 13:30~16:30 16:30~16:45

09:30~12:30 12:30~13:30 13:30~16:30 16:30~16:45

) (7 14 ) IEK (3) ) (5)Q&A (7 TOSEA980721 ( ) 21 )

( )(1) :

(2)

:

(3)Q&A

( )(1) :

(2)

(3)Q&A

( )(1) : (3) (5)Q&A :

(2)

:

(4)I-V

TOSEA980728 (

)

(7

28

)

( )(1) (4)Q&A (2)

:PVD LPCVD (3)

:

& &

( )(1)

PECVD (2) (4)Q&A

(3)

:

26

Turnkey (1)

13:30~16:30

12:20~13:30

09:30~12:20

16:30~16:45

13:30~16:30

12:30~13:30

09:30~12:30

TOSEA980804 (

Turnkey

(1) (3)Q&A

(1)

TOSEA980811 (

TOSEA

)

)Turnkey

(2)

(2) (4)Q&A

27

(2)

&

(3)Q&A

(8

(3)CIGS 11

(8

)

4

)

07/17--LEDCCFL OLED 07/17()9:30~17:00 ( 99 6 ) 09:30~10:20

LED

10:20~10:30 10:30~11:20

CCFL

11:20~11:30 11:30~12:20 12:20~13:30 13:30~17:00

OLED Panasonic

07/31 LED LED ~~ LED 07/31()9:30~17:00 ( 99 6 ) 09:30~10:20

LED /

10:30~11:20 11:30~12:20

LED LED

13:30~16:45

LED Teknologue

28

08/06 ( Panasonic Unit Manager 07/31()9:30~17:00 ( 99 6 ) 09:30~10:20 10:20~10:30 10:30~11:20 LED 11:20~11:30 11:30~12:20 12:20~13:30 13:30~17:00 LED LED Panasonic Unit Manager

9/4 LED 07/31()9:30~17:00 ( 99 6 ) () 1. 2. 3. 4. ()LED 1.LED 2. LED 3.(ZigBee& LabView)

29

9/19~9/26 24 () A NO 1 9/19 () 9/20 () 9/21 () Taipei/ , / 24 ( 10 ) ( ) 24 ( 10 ) 18:00-21:00 :Relexa Hotel 24 ( 10 ) 24 ( 10 ) 24 / ( 10 ): / / * Senator Hotel Senator Hotel

2

3

4

9/22 () 9/23 () 9/24 () 9/25 () 9/26 ()

Senator Hotel Senator Hotel Senator Hotel Senator Hotel

5 6

7

8

30

B N O 1 2 3 9/19 () 9/20 () 9/21 () 9/22 () 9/23 () Senator Hotel Senator Hotel Senator Hotel Berlin Hotel

Taipei/ , / 24 ( 10 )

4

5

6

9/24 ()

8 9

9/27 ()

*

>05:11/01:70 436GT < >100:60/52:41 159GT <

9/26 ()

/ /

7

31

negahnepoCHotel

9/25 ()

24 ( 10 ) 18:00-21:00 :Relexa Hotel 24 / 3:00 Berlin ( 10 ) 9:00~11:00 HZB (Helmholtz-Zentrum Berlin)- / 1300~15:00 Sulfurcell-CIGS Copenhagen 15:00~18:00 Rostock Gedser (19:00~20:45),

Copenhage nHotel

TOSEA 1. 2. 3. 4. 20% 5. 50% http://www.hted.ncnu.edu.tw/

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