The Global Flat Panel Display Industry By Jeffrey Hart Indiana University March 2011
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The Global Flat Panel Display Industry
By
Jeffrey Hart
Indiana University
March 2011
Global Display Market
Figure 4. Production Shares of TFT LCDs by Location, 1993-2005, in percentages
Source: Thomas Murtha, Stefanie Lenway and Jeffrey Hart, Managing New Industry Creation (Stanford, Calif.: Stanford University Press, 2001) updated.
Major TFT-LCD Manufacturers, 2011
Japan Korea Taiwan US ChinaSharp •Samsung
•LG Philips Display•Sony-Samsung LCD
•AU Optronics (AUO)•Chi Mei Optoelectronics (CMO)•HannStar•Quanta Display•Chunghwa Picture Tubes
none •Beijing Orient Electronics (BOE)•Tianma•TCL Huaxing•CEC Panda
Generations 1-7 of Glass Substrates
Source: Samsung Corning Precision, http://www.scp.samsung.com/content/en/product/generation.asp.
Generation 7-8 TFT LCD Plant in Paju, S. Korea (LG)
Sixth Generation TFT-LCD Substrates
Source: AUO.
China Panel Capacity
Higher Generation Plants Needed to Produce LCD TVs
Representative Geographic Distribution of TFT-LCD Tool and Glass Suppliers, 2011
Western
Europe
Japan Korea US
Unaxis Canon
Nikon
Shimadzu
Tokyo Electron
Applied
Technology
Photon Dynamics
Schott Asahi
NEG
Samsung-Corning
Corning
tools
glass
Summary
• China is the latest country to enter the market for TFT LCD displays
• Korean and Taiwanese firms are the market leaders at the moment
• So far, Chinese firms have not invested heavily in the latest generation plants
• Joint ventures with Japanese, Korean and Taiwanese firms may be the best way to go for Chinese firms
• All TFT LCD firms must work with world-class producers of materials and manufacturing equipment to be competitive