1-5_FPD Investment_AnnisFPD投资动向.pptVIP

Outline FPD Investment Plans TFT LCD Supply/Demand Analysis Long Range Capacity Outlook Summary Glossary Appendix Q207 TFT Array Fab Activity Investment plans by maker, line and phase reference Q207 TFT Array Fab Activity 2008 - 2009 Japanese Investment Plans Japan accounted for 29% of 2007 TFT LCD investment Sharp G8, TMD G4 LTPS, IPSAlpha, DNP G6/G8 inkjet CF, Toppan G8, Toray Sharp G10 CF vendor and printing technology details TBD Assume both DNP Toppan vying for business Either or both companies could pursue Sharp drives future Japan investments G10 Proposed Glass Size - Japan Target: 15-Up 42”, 8-Up 57” and 6-Up 65” Same target panel sizes as 2850×3050 mm, but increases process margin 2008 - 2009 Korean Investment Plans LPL cancelled G5.5, will focus increasing capacity on current lines in 2007, move to G8 in future Equipment makers left hanging, no where to sell G5.5 tools G10 Proposed Glass Size - Korea Target: 6-Up 70” 2850×3450 mm multiple other sizes being investigated for 70” target 2008 - 2009 Taiwanese Investment Plans Only AUO CMO make significant investments in Taiwan 08 - 09 2008 - 2009 Chinese Investment Plans Increasing China investment activity from 08 into 09 But many details TBD and many lower probability investments 2007 - 2008 Other LCD Investment Plans Planning but details TBD, Not counted in forecast TFT Input Capacity Growth 2008 Beyond PDP Investment Plans PDP Expectations revised down, particularly for Korean fabs Only Matsushita continuing to invest aggressively Monitor, TV, Note Demand Summary All demanded TFT LCD viewable area for all applications (small to large) is shown on a square meter basis below Area Demand vs. Raw Capacity Macro analysis of Supply/Demand, total supply vs. total demand Capacity – (Demand + glass efficiency + yield) = Glut % Industry has become more productive over time, expect trend to continue Capacity tightening in 08-09 on fab delays increasing demand Large-Area Supply/Demand Stretching Capacity by In