Quarterly Color Filter Report

 LCD 패널의 주요 부자재인 color filter 산업의 시장 및 기술 동향

 

 목차

1. Capacity
2. Actual Shipments
   -Q4’06 Market Share
   -Q4’06 Value Chain and Forecast
3. Supply/Demand
4. Pricing & Revenue
5. Inkjet & Alternative Patterning
6. Miscellaneous
7. Conclusion

Detailed Outline

1. Capacity

• DisplaySearch “Probability” Definitions
• Color Filter Fab Activity
• CF Changes vs. Previous Qtr
• Comments on DNP
• Comments on AMTC
• STI (Sumitomo Chemical)
• Comments on Merchant CF Makers
• AMTC & STI Shutdowns Affect on Capacity
• Long-Term CF Input Capacity
• Q1’07 CF Watch List
• Monthly Input Capacity By Supplier (000s)
• CF Input Capacity: Kplates/Qtr
• CF Capacity (000 m2) for All Makers
• CF Capacity (% Share) for All Makers
• CF Capacity by Line (000s substrates/Year)
• CF Capacity by Line (000s substrates/mnth)
• CF Capacity by Line (000s m2/Year)
• CF Capacity by Line (000s m2/mnth)
• Yielded CF Capacity 14.1” Equiv Output
• 14.1” Equiv. Yielded Capacity by Gen
• 14.1” Equiv. Capacity By Supplier
• 14.1” Equiv. Capacity Share By Supplier
• Internal vs. Merchant Share of Capacity
• CF Capacity Share By Region
• Capacity Summary

2. Actual Shipments
     -Q4’06 Market Share
     -Q4’06 Value Chain and Forecast

• Actual CF Shipments (14.1” Equiv.)
• Q4’04 ― Q4’06 Actual Share (14.1” Equiv.)
• Internal vs External Actual Shipments
• Actual Merchant Share By Supplier
• Q4’06 CF Supply Chain By Fab
• Q4’06 CF Supply Chain By Supplier
• Value Chain Changes vs. Last Quarter
• Regional Value Chain Analysis (Total)
• Regional Value Chain Analysis (merchant share)
• Future Value Chain Assumptions
• Actual Shipment Summary

3. Supply/Demand

• Yielded CF Supply/Demand
• CF Supply/Demand Sensitivity Analysis
• CF Sup/Dem Affect of AMTC & STI Analysis
• TFT vs. Unyielded CF Capacity (KSheets)
• TFT vs. Unyielded CF Capacity (%)
• Long Range Array vs. CF m2 Capacity
• CF Supply Demand Summary

4. Pricing & Revenue

• Color Filter Price Trends
• Price Changes vs. Q4 Forecast
• 42” G7 Price Assumptions by Maker Type
• Color Filter Revenue Forecast
• Revenue Forecast by Quarter
• Revenue Forecast & Upside Potential
• Pricing & Revenue Summary

5. Inkjet & Alternative Patterning

• DNS Alternative Exposure (DF-2200G)
• Ink Jet Status & Future Opportunities
• CF RGB Inkjet Manufacturing Challenges
• Inkjet Summary

6. Miscellaneous

• Rumor Mill
• Black Matrix
• Chromium Black Matrix
• Black Matrix Material Forecast (Annual)
• Black Matrix Material Forecast (mnthly/qtr)

7. Conclusion

• Conclusion