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© 2013 IHS
Government drives Display Industry Localization
2007
11th 5-Year Plan
FPD industry
as a first task
2009
Readjustment
& Development
Plan of
Electronic
Information
Industry
2010
12th 5-Year Plan
FPD industry
into 7 Strategic
emerging
industries
2011
Central
Economic
Conference
listed FPD as a
priority of industry structure upgrade
2012
12th 5-Year Plan
80% localization of FPD TV
2013~
New Material
Industry 12th 5
development
plan
material
localization target
of 60%
17
China Government’s Policy and Strategy
Advanced TFT technology (incl. Oxide TFT)Higher Resolution Products(over 400 PPI IT Products & UHD TV)Touch (On-Cell / In-Cell)Transparent displayDID with Narrow bezel
Advanced TFT LCD Development
Simple structureWide Color Gamut, Brightness, Outdoor VisibilityLow Power ConsumptionFlexible Manufacturing Process andFlexible Display Products
Fast Development of AMOLED
© 2013 IHS
China LCD Makers' Market Share
18
(Source: IHS, LCD Market Tracker)
0%
10%
20%
2008
2009
2010
2011
2012
2013
TV
Source: IHS
0%
10%
20%
2008
2009
2010
2011
2012
2013
LCD Monitor
Source: IHS
0%
10%
20%
2008
2009
2010
2011
2012
2013
Notebook
Source: IHS
0%
10%
20%
2008
2009
2010
2011
2012
2013
Tablet
Source: IHS
19%
6%
15%12%
© 2013 IHS
Chinese Local Brands lead TV Market
17.0% 18.6% 20.8%China, 21.5%
14%15%
15%Asia Pacific,
15%
10% 11% 12%
Latin America, 13%
17%17% 17%
North America, 17%
19% 17% 16%Western
Europe, 15%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
2010
2011
2012
2013(e)
China Asia Pacific
Eastern Europe Japan
Latin America Middle East and Africa
North America Western Europe
Worldwide TV Set Demand by Region
© 2013 IHS Source: IHS
1.4%
5.2%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
WW Total China Top 6
Graph title
Source: IHS © 2013 IHS
Graph title Graph title UHD TV Portion (in TV panel purchasing, Q3-2013)
21.8%
28.7%
0.0%5.0%
10.0%15.0%20.0%25.0%30.0%35.0%
WW Total China Top 6
Graph title
Source: IHS © 2013 IHS
Graph title Graph title 3D TV Portion (in TV panel purchasing, Q3-2013)
19
67.3% 66.8%
0%
20%
40%
60%
80%
100%
2012 2013
Graph title
Source: IHS © 2013 IHS
Graph title Graph title China Top 6 Brands’ Share in National Holiday Sales
© 2013 IHS
Chinese Panel Makers focus on high-end products
100% 99%96% 93%
87% 86%82% 80%
1%4% 7%
13% 14%18% 20%
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
Q1-12
Q2-12
Q3-12
Q4-12
Q1-13
Q2-13
Q3-13
Q4-13(e)
32-inch & Under Over 32-inch
Graph title
© 2013 IHS Source: IHS
China Panel Makers’ TV Panel Shipment by Size by Area
© 2013 IHS Source: IHS
14% 12% 16% 17% 19% 22%29% 31%
35% 44% 40% 37%43% 33%
29% 28%
51%44% 44% 46%
39% 44% 42% 40%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q1-12
Q2-12
Q3-12
Q4-12
Q1-13
Q2-13
Q3-13
Q4-13(e)
Global 1st & 2nd Tiers Others China Top 6
Graph title
© 2013 IHS Source: IHS
China Panel Makers’ TV Customer Mix by Unit
© 2013 IHS Source: IHS
20
China Large LCD Fab with Advanced Technology
Technology Company Gen Location Mass Production
Oxide, a-Si BOE Gen8 Hefei 2014
Oxide BOE Gen8 Hefei (2nd) 2015
Oxide, a-Si, Touch BOE Gen8 Chongqing 2015
LTPS CSOT Gen6 Shenzhen 2015
Oxide, AMOLED, a-Si CSOT Gen8 Shenzhen 2015
Oxide, a-Si CEC Panda Gen8+Gen10 Nanjing 2015
Source: IHS © 2013 IHS
© 2013 IHS
Aggressive LCD Fab Investment in China
21
HefeiMP:2014, Gen:8Capacity: 90K
Hefei(2nd)MP:2015, Gen:8
Capacity: 90K(e)
ChongqingMP:2015, Gen:8Capacity: 90K(e)
ShenzhenMP:2015, Gen:6Capacity: 30K(e)
ShenzhenMP:2015, Gen:8
Capacity: 100K(e)
NanjingMP:2015,Gen:8/10
Capacity: 60K(e)
SuzhouMP:2013, Gen:8Capacity: 90K
GuangzhouMP:2014, Gen:8Capacity: 90K
14.1
19.2
27.4
38.2
50.6 55.2
0
10
20
30
40
50
60
2012
2013
2014
2015
2016
2017
Mil. sqm
Net Supply Capacity in China
Source: IHS © 2013 IHS
© 2013 IHS
Next Target: Materials and Components Localization
22
Set Brands
Panel Makers
Materials & Components
<Localization Status*>
- BLU: 47%
- Glass: 1%
- Liquid Crystal: 2%
- Color Filter: 0%
- Polarizer: 0%
Established Developing Next Target
*Source:China Overseas Development Association
(2013, May)
© 2013 IHS
Long-term Supply and Demand Forecast
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
Q1-12
Q2-12
Q3-12
Q4-12
Q1-13
Q2-13
Q3-13
Q4-13
Q1-14
Q2-14
Q3-14
Q4-14
Q1-15
Q2-15
Q3-15
Q4-15
Q1-16
Q2-16
Q3-16
Q4-16
Q1-17
Q2-17
Q3-17
Q4-17
Glut(%)/Capa Linear (Glut(%)/Capa)
Glut Ratio (Large LCD Panel)
© 2013 IHS Source: IHS
23
© 2013 IHS
Korea Panel Makers’ Shipment Forecast by Fab Location
22,698 22,487
2,906
0
5,000
10,000
15,000
20,000
25,000
30,000 2013
2014
Ksqm
TV Panel from Korea Fab TV Panel from China Fab
Samsung Display’s TV Panel Production by Fab Location
Source: IHS © 2013 IHS
Condition- Utilization Rate of China Fabs : 100%- Volume of Production = Shipment- YoY of TV Panel Shipment Area : Samsung Display +11.9%, LG Display +4.9%
24
Total : 25,393 ksqm
24,026 23,867
1,340
0
5,000
10,000
15,000
20,000
25,000
30,000
2013
2014
Ksqm
TV Panel from Korea Fab TV Panel from China Fab
LG Display’s TV Panel Production by Fab Location
Source: IHS © 2013 IHS
Total : 25,207 ksqm
© 2013 IHS
Korean Panel Makers’ Customer Mix
15%12%
9%
55% 62% 66%
8%
9% 6%
22%16% 18%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011
2012
2013(e)
China Top 6 Global 1st Tiers Global 2nd Tiers Others
Samsung Display’s TV Panel Shipment by Customer Group
Source: IHS © 2013 IHS
25
*Global 1st Tiers: Samsung, LGE, Sony *Global 2nd Tiers: Panasonic, Philips, Sanyo, Sharp, Toshiba, Vizio *China Top 6: Changhong, Haier, Hisense, Konka, Skyworth, TCL
18% 19% 16%
34%
43% 51%
29%
22% 14%
18% 16%20%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011
2012
2013(e)
China Top 6 Global 1st Tiers Global 2nd Tiers Others
LG Display’s TV Panel Shipment by Customer Group
Source: IHS © 2013 IHS
IHS Customer Care, +1 800 447 2273, +44 (0) 1344 328 300, [email protected]
For further information, please contact
© 2013 IHS. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent, with the exception of any internal client distribution as may be permitted in the license agreement between client andIHS. Content reproduced or redistributed with IHS permission must display IHS legal notices and attributions of authorship. The information contained herein is from sources considered reliable but its accuracy and completeness are not warranted, nor arethe opinions and analyses which are based upon it, and to the extent permitted by law, IHS shall not be liable for any errors or omissions or any loss, damage or expense incurred by reliance on information or any statement contained herein. For moreinformation, please contact IHS at [email protected], +1 800 IHS CARE (from North American locations), or +44 (0) 1344 328 300 (from outside North America). All products, company names or other marks appearing in this publication are thetrademarks and property of IHS or their respective owners.
IHS Customer Care, +1 800 447 2273, +44 (0) 1344 328 300, [email protected]
For further information, please contact
© 2013 IHS. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent, with the exception of any internal client distribution as may be permitted in the license agreement between client andIHS. Content reproduced or redistributed with IHS permission must display IHS legal notices and attributions of authorship. The information contained herein is from sources considered reliable but its accuracy and completeness are not warranted, nor arethe opinions and analyses which are based upon it, and to the extent permitted by law, IHS shall not be liable for any errors or omissions or any loss, damage or expense incurred by reliance on information or any statement contained herein. For moreinformation, please contact IHS at [email protected], +1 800 IHS CARE (from North American locations), or +44 (0) 1344 328 300 (from outside North America). All products, company names or other marks appearing in this publication are thetrademarks and property of IHS or their respective owners.
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