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SUMMARY
In this study, IDC forecasts the production volume, pricing, and revenue of TFT-LCD semiconductors, including LCD Driver Ics (LDIs) and LCDcontroller Ics. This document also analyses technological developments and potential future threats to LCD semiconductor industries. IDC's opinionalso provides perspective on the upcoming changes that will affect product portfolios. "IDC estimates that the total market for TFT-LCD panel semiconductors grew 17% to about $1.6 billion in revenue in 2002. We expect thatrevenue will grow another 15% this year, to $1.8 billion, and, from 2001 to 2006, the market will grow at a compound annual growth rate of 17%,arriving at over $2.9 billion." — Stanley Jeong, manager for Global TFT-LCD/Semiconductor at IDC TABLE OF CONTENTS
IDC OPINION IN THIS STUDY - METHODOLOGY
- Figure: BLOCK DIAGRAM OF THE FUNCTIONAL UNITS IN TFT-LCD SEMICONDUCTOR INTERFACES
- EXECUTIVE SUMMARY
SITUATION OVERVIEW - ANNUAL UNIT GROWTH WILL REACH 47% IN 2002 SEMICONDUCTOR DEMAND BY MONITORS
- FAR SURPASSING DEMAND BY NOTEBOOKS
- Table: WORLDWIDE TFT-LCD SEMICONDUCTOR UNIT DEMAND BY SEGMENT, 1Q01-4Q02 (000)
- Figure: WORLDWIDE TFT-LCD DRIVER UNIT DEMAND BY APPLICATION, 1Q01?4Q02
- Figure: WORLDWIDE LCD CONTROLLER UNIT DEMAND BY CONTROLLER SEGMENT, 1Q01?4Q02
- REVENUE RISES, BUT MARGINS DECLINE
- Figure: WORLDWIDE TFT-LCD DRIVER REVENUE BY DRIVER SEGMENT, 1Q01?4Q02
- Figure: WORLDWIDE LCD CONTROLLER REVENUE BY CONTROLLER SEGMENT, 1Q01?4Q02
FUTURE OUTLOOK - PRICE EROSION EXPECTED TO CONTINUE
- Figure: WORLDWIDE LDI ASP BY DRIVER SEGMENT, 1Q01?4Q03
- Figure: WORLDWIDE LCD CONTROLLER ASP BY CONTROLLER IC, 1Q01?4Q03
- TFT-LCD PRODUCTION CAPACITY WILL SUPPORT LCD SEMICONDUCTOR UNIT DEMAND
- Figure: WORLDWIDE LDI UNIT DEMAND BY DRIVER SEGMENT, 2001?2006
- Figure: WORLDWIDE LCD CONTROLLER UNIT DEMAND BY CONTROLLER SEGMENT, 2001?2006
- SEVENTEEN PERCENT CAGR FOR REVENUE DURING FORECAST PERIOD
- Figure: WORLDWIDE LDI REVENUE AND GROWTH, 2001?2006
- Figure: WORLDWIDE LCD CONTROLLER REVENUE AND GROWTH, 2001?2006
- Table: WORLDWIDE LCD SEMICONDUCTOR REVENUE BY SEGMENT, 2001-2006 ($M)
- TECHNOLOGY TREND
- NEXT LEVEL OF INTEGRATION AND TYPICAL SPECIFICATIONS OF LDI
- POTENTIAL RISKS OF TECHNOLOGY AND LOW COST
- Table: LDI FOR APPLICATIONS
- Table: THE CLASSIFICATION BY TFT-LCD MONITOR PANEL INTEGRATION METHOD
- Table: KEY FORECAST ASSUMPTIONS FOR THE WORLDWIDE TFT-LCD SEMICONDUCTOR MARKET, 2003-2006
- LCD SEMICONDUCTOR VENDOR SUMMARY
- NEC
- HITACHI
- SAMSUNG ELECTRONICS
- HYNIX SEMICONDUCTOR
- NOVATEK MICROELECTRONICS
- WINBOND ELECTRONICS
- GENESIS MICROCHIP
- SMARTASIC
- PIXELWORKS
- MRT
- REALTEK SEMICONDUCTOR
ESSENTIAL GUIDANCE LEARN MORE - RELATED RESEARCH
- APPENDIX: CHIP ON GLASS
- Figure: CHIP-ON-GLASS AND TAPE-AUTOMATED BONDING
- Figure: DISPLAY SIGNAL TRANSFERRING IN SYSTEM
- Figure: TFT-LCD PANEL CONFIGURATION
- Figure: CONVENTIONAL TYPE OF TFT-LCD MODULE
- Figure: LTPS
- DEFINITIONS
- TFT-LCD
- AMORPHOUS TFT-LCD
- LTPS
- ASP
- RESOLUTION
- ASPECT RATIO
- LVDS
- RSDS
- CONTROLLER IC
- SCALER
- ADC
- DVI
- TCP
- COF
- TAB
- COG
- BLU
- SYNOPSIS
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