The Global Flat Panel Display Industry

1. Flatpanel11 The Global Flat Panel Display Industry By Jeffrey Hart Indiana University March 2011

2. Global Display Market

3. 6. 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.

4. 7. Major TFT-LCD Manufacturers, 2011 Japan Korea Taiwan US China Sharp <ul><li>Samsung </li></ul><ul><li>LG Philips Display </li></ul><ul><li>Sony-Samsung LCD </li></ul><ul><li>AU Optronics (AUO) </li></ul><ul><li>Chi Mei Optoelectronics (CMO) </li></ul><ul><li>HannStar </li></ul><ul><li>Quanta Display </li></ul><ul><li>Chunghwa Picture Tubes </li></ul>none <ul><li>Beijing Orient Electronics (BOE) </li></ul><ul><li>Tianma </li></ul><ul><li>TCL Huaxing </li></ul><ul><li>CEC Panda </li></ul>

5. 8. Generations 1-7 of Glass Substrates Source: Samsung Corning Precision, http://www.scp.samsung.com/content/en/product/generation.asp .

6. 9. Generation 7-8 TFT LCD Plant in Paju, S. Korea (LG)

7. 10. Sixth Generation TFT-LCD Substrates Source: AUO .

8. 11. China Panel Capacity

9. 12. Higher Generation Plants Needed to Produce LCD TVs

10. 13. Representative Geographic Distribution of TFT-LCD Tool and Glass Suppliers, 2011 tools glass Western Europe Japan Korea US Unaxis Canon Nikon Shimadzu Tokyo Electron Applied Technology Photon Dynamics Schott Asahi NEG Samsung-Corning Corning

11. 14. Summary <ul><li>China is the latest country to enter the market for TFT LCD displays </li></ul><ul><li>Korean and Taiwanese firms are the market leaders at the moment </li></ul><ul><li>So far, Chinese firms have not invested heavily in the latest generation plants </li></ul><ul><li>Joint ventures with Japanese, Korean and Taiwanese firms may be the best way to go for Chinese firms </li></ul><ul><li>All TFT LCD firms must work with world-class producers of materials and manufacturing equipment to be competitive </li></ul>