Advertisement
News
Advertisement

Gen 8 Now the Most Important Fab for LCD TV Panel Production

Thu, 12/02/2010 - 6:22am
General Electric

Gen 8 Now the Most Important Fab for LCD TV Panel Production

41% of LCD TV Panels Were Produced on Gen 8 Lines in Q310; Notebook PC Panels Increasingly Coming from Gen 6

SANTA CLARA, Calif., December 2, 2010As panel makers expand, they are increasingly utilizing Gen 8 fabs for LCD TV panel production. According to the latest Quarterly Large-Area Production Strategy Report, 41% of LCD TV panels were production on Gen 8 lines in Q310, a leap from 35% in Q210. The share is expected to grow to 42% in Q410 based on panel makers plans. Meanwhile, 6% of notebook PC panels were made on Gen 6 lines in Q310, and will increase to 9% in Q410.

The evolution of fab generations in the TFT LCD industry is not only a shift to larger glass substrates but also involves moves to increase production efficiency. For example, 32W LCD TV panels were originally designed to be made in Gen 6 fabs, but more than 70% of the 32W are currently produced in Gen 8 fabs and Gen 6 fabs have gradually shifted to LCD monitor panel production, noted Shawn Lee, senior analyst for TFT LCD production strategy at DisplaySearch.

Lee continued, The recent adoption of 0.5 mm glass substrates in Gen 6 and larger fabs also enhances production flexibility, as panel makers can make notebook and monitor panels in Gen 6+ fabs using the same glass thickness as in smaller fabs. The 16:9 aspect ratio prevailing in PC displays also enables Gen 5 and 6 fabs to produce notebook and monitor panels, respectively. For example, panel makers like AUO, CPT and LG Display are starting to produce notebook PC panels in Gen 6 fabs, while AUO, LG Display and Samsung are producing LCD monitor panels in Gen 7 fabs, and Samsung and LG Display are producing LCD monitor panels in Gen 8 fabs. This flexibility benefits panel makers as they can more effectively leverage their existing capacities. At the same time, this trend will create trade-offs between production of IT and TV panels.

Gen 5 fabs dominate production of mini-note/slate PC panels, including 10.1 mini-note and 9.7 iPad panels, and 89% of notebook PC panels are made in Gen 5 fabs, from 11.6W to 18.4W. Gens 57 are currently the main fabs producing monitor panels, while 50% of TV panels are made in Gen 6 or Gen 7 fabs.

Table 1: Q310 Large-Area TFT LCD Production Shareby Fab Generation (Units)

Generation

Mini-Note/Slate

/Tablet

Notebook

LCD Monitor

LCD TV

Others

3.5 & Smaller

20%

2%

 

1%

75%

4

1%

3%

 

 

1%

5

79%

89%

36%

3%

24%

5.5

 

 

7%

1%

 

6

 

6%

33%

28%

 

7

 

 

21%

22%

 

8

 

 

4%

41%

 

10

 

 

 

4%

 

Source: DisplaySearch Quarterly Large-Area Production Strategy Report

Another way to look at production strategy is by glass substrate input for each application. In area terms, panel makers allocated 5% of Gen 5, 25% of Gen 5.5, 65% of Gen 6, 78% of Gen 7, 97% of Gen 8 and 100% of Gen 10 for TV panel production.

Table 2: Q310 Glass Substrate Input Mix for Each Fab Generation (Area)

Applications

Gen 5

Gen 5.5

Gen 6

Gen 7

Gen 8

Gen 10

LCD Monitor

36%

75%

32%

22%

3%

 

LCD TV

5%

25%

65%

78%

97%

100%

Mini-Note PC/Slate

6%

 

 

 

 

 

Notebook PC

44%

 

3%

 

 

 

Small/Medium

7%

 

 

 

 

 

Others

1%

 

 

 

 

 

Source: DisplaySearch Quarterly Large-Area Production Strategy Report

Other key findings from the report include

  • TFT LCD production inputs were 34.1 million square meters in Q310, a 10% decline from Q2, due to reduced capacity utilization. In Q410, panel makers are targeting 38.5 million square meters input, as they gradually increase utilization.
  • In unit terms, Korea dominated panel production with 52% share in Q310, up from 47% in Q210. Taiwan accounted for 38% in Q310, down from 42% in Q210. Japan had 6% and China 4% in Q310. The shares are expected to hold in Q410.
  • In Q310, LG Display dominated input area with 27%, followed by Samsung at 24%, Chimei Innolux at 16%, AUO at 14%, and Sharp at 8%. Based on panel makers current production plans, the shares will be similar in Q410.
  • For LCD monitor panel production, area inputs in Q410 will be dominated by LG Display with 27%, Chimei Innolux (26%), Samsung (18%), and AUO (15%).
  • LG Display is producing 9.7 slate PC panels on Gen 3.5 and 5, while Chimei Innolux and Samsung are using Gen 5. LG Display plans to produce 9.7 panels on a Gen 6 line starting in 2011.
  • In Q310, accounting for capacity utilization, Gen 8 led in glass substrate input area, accounting for 27% of global capacity, followed by Gen 7 with 23%, Gen 6 with 20%, and Gen 5 with 19%. Gen 5.5 accounted for merely 2% of input area and Gen 10 for 4%.

The DisplaySearch Quarterly Large-Area Production Strategy Report tracks TFT LCD manufacturers production strategies in each generation fabs by applications by sizes and by aspect ratio, includes forecasts by size, by aspect ratio, by panel manufacturers and by each fab. This unique report is the most comprehensive way to track panel maker capacity allocation and production strategy, as well as each panel makers utilization in each fab. For more information, contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, email contact@displaysearch.com, or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.

About DisplaySearch

Since 1996, DisplaySearch has been recognized as a leading global market research and consulting firm specializing in the display supply chain, as well as the emerging photovoltaic/solar cell industries. DisplaySearch provides trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge and resources. In collaboration with the NPD Group, its parent company, DisplaySearch uniquely offers a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information on DisplaySearch analysts, reports and industry events, visit us at http://www.displaysearch.com/. Read our blog at http://www.displaysearchblog.com/ and follow us on Twitter at @DisplaySearch.

About The NPD Group, Inc.

The NPD Group is the leading provider of reliable and comprehensive consumer and retail information for a wide range of industries. Today, more than 1,800 manufacturers, retailers, and service companies rely on NPD to help them drive critical business decisions at the global, national, and local market levels. NPD helps our clients to identify new business opportunities and guide product development, marketing, sales, merchandising, and other functions. Information is available for the following industry sectors: automotive, beauty, commercial technology, consumer technology, entertainment, fashion, food and beverage, foodservice, home, office supplies, software, sports, toys, and wireless. For more information, contact us or visit http://www.npd.com/ and http://www.npdgroupblog.com/. Follow us on Twitter at @npdtech and @npdgroup.

SOURCE

Advertisement

Share this Story

X
You may login with either your assigned username or your e-mail address.
The password field is case sensitive.
Loading