2019 MI Introduction Kit

Transcription

1 2019 MI Introduction Kit Jan, , TrendForce, All Rights Reserved Contact us at : VivieLiu@TrendForce.com service@witsview.com ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION. 19 January 2019 Page 1

2 CONTENTS 1 About TrendForce-WitsView General Overview WitsView Team Customer Alumni 2 Market Intelligence Coverage Research Coverage Report Introduction ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION. 19 January 2019 Page 2

3 General Overview TrendForce is a globally respected research organization that provides in-depth market analyses and industry consultations Display technologies, touchscreen solutions, LCD supply chain, end application/product markets (notebooks, tablets, TVs and monitors) Industry and market trends related to photovoltaics, lithium batteries, energy storage solutions, plug-in vehicles and other green energy products DRAM, NAND Flash, PCs, servers, mobile devices and smartphones 2007 LED supply chain (materials, equipment, chips, packages and end products), LED lighting market, micro-led and other application markets Covers structural trends of major technology industries in Greater China and other regional markets with special focus on semiconductors, optoelectronics, telecommunication services, IA and other emerging technologies page3

4 WitsView General Overview Launched in late 2004, WitsView Intelligence conducts a bottom-up market research in the form of data, graphs, or reports for technology companies and the investment community to read from. The WitsView Intelligence Service is designed to serve as an invaluable database for clients, providing detailed market, financial and end product data at the simple click of a mouse. Focusing on TV, Notebook, Monitor, Tablet and, subjects such as price, shipment, capacity, financial information, cost analysis, sufficiency and competitiveness are fully addressed. In addition, our concise and easy-to-digest data presentation helps clients get rid of the unnecessary hassles, and analyze the relevant data in a focused and wisely manner. For more about details, please visit page4

5 Customer Alumni Upstream Component Component makers We serve our Upstream customers with timely panel industry information, helping them catch the latest market trends. Supply Chain & Downstream Market System Integrators Channel vendors Brand manufacturers Panel Industry Panel makers Our comprehensive research and market insights allow our panel maker clients to make informed marketing decisions, and respond promptly to the changing market dynamics. Finance / Banking Investment firms Government Orgs. With a wide range of vital data from WitsView, Panel Market Followers and Players could easily get well managed of their business and deploy a feasible strategy. page5

6 Market Intelligence Coverage Market Update Price Tracker Cost Breakdown Panel Industry Market Update Price and Forecast Panel Shipment Sufficiency Analysis Capacity Supply Chain Tracker Upstream Component Supply Chain Downstream Market WitsView Market Intelligence Smartphone Industry Market Update Street Price Brand Shipment Long term shipment Financial Statement & Database Financial Result Historical Data Market Update Price Tracker Capacity Panel Shipment Cost Breakdown page6

7 Market Intelligence Report Introduction Upstream Component Items Frequency Format Application 01. Key Component Market Update (Market Update, Status Quo) PDF MNT,TB 17. Key Component Price Tracker (Glass Substrate, CF, Diver IC, Backlight, Polarizer) MNT,TB 26. Monitor& LCD TV Panel Cost & Breakdown (Panel Cost, Material Cost by size and Gen.) TV, MNT 27. Notebook & Tablet Panel Cost & Breakdown (Panel Cost, Material Cost by size and Gen.) NB,TB 28. New Display Technology Cost Analysis (Mini LED/ OLED) (Mini LED and OLED Display Application Cost Breakdown) MNT,TB 29. Display Driver IC Supply Chain & Market Status (Display Driver IC Market Trends, Supply Chain Update, Price and Cost Analysis ) Bi- PDF MNT,TB (NB=Notebook; MNT=Monitor; TB=Tablet) page7

8 Market Intelligence Report Introduction Panel Industry (1) Items Frequency Format Application 02. Panel Industry Market Update (Market Update, Status Quo) PDF MNT,TB 05. Panel Price Book & Market Status Update (Price by size, with High, Low, Average Price) 5 th,20 th / MNT 05+. Panel Price Book Plus & Market Status Update 5th,20 th (Price by REGION and size, with High, Low, Ave. Price, New Models Added) / MNT 07. Panel Price Forecast ( One-year Forecast Price by size, Average Price only) TV, MNT 10. Panel Shipment Tracker (Panel Shipment by panel maker, area, and Forecast) NB,TB (NB=Notebook; MNT=Monitor; TB=Tablet) page8

9 Market Intelligence Report Introduction Panel Industry (2) Items Frequency Format Application 22. Sufficiency Analysis Report (Breakdown by size and area, Supply-demand glut ratio) MNT,TB 23. Panel Capacity Status Report (Fab lineup, Forthcoming Capacity, Generation Transition, etc.) MNT,TB S3. Panel Supplier Utilization Operation Tracker (Available Capacity, Glass input, Utilization by Makers ) TV, MNT (NB=Notebook; MNT=Monitor; TB=Tablet) page9

10 Market Intelligence Report Introduction Downstream Market (1) Items Frequency Format Application 03. TV Industry Market Update (Market Update, Status Quo) PDF TV 08. Street Price Book (Street Price with High, Low Avg. by size) TV, MNT 12. Monitor System Integrator Shipment Tracker (Shipment ranking, Unit by size, vender Ratio, etc.) MNT 13. Branded Monitor Shipment Tracker (Shipment by size, brand, supply chain, etc.) MNT 14. LCD TV System Integrator Shipment Tracker (Unit, market share, breakdown by size, etc.) TV (NB=Notebook; MNT=Monitor; TB=Tablet) page10

11 Market Intelligence Report Introduction Downstream Market (2) Items Frequency Format Application 15. Branded LCD TV Shipment Tracker (Branded shipment by size, market share, etc. ) TV 16. Notebook Brands & ODM Shipment Tracker (ODM Shipment, Branded shipment, etc.) NB S6. Long-term Shipment Forecast (Long term Set by size, resolution, area) MNT,TB, T2. IT Industry Market Update (Market Update, Status Quo) PDF MNT, NB, TB T5. Branded Tablet Shipment Tracker (Branded shipment, shipment share by size, etc.) TB (NB=Notebook; MNT=Monitor; TB=Tablet) page11

12 Market Intelligence Report Introduction Supply Chain Items Frequency Format Application S1. LCD TV Panel Supply Chain Tracker (Supply demands by vendors, etc.) TV S2. Notebook Panel Supply Chain Tracker (Supply demands by vendors, etc.) NB S4. Monitor Panel Chain Tracker (Supply demands by vendors, etc.) MNT (NB=Notebook; MNT=Monitor; TB=Tablet) page12

13 Market Intelligence Report Introduction Smartphone Panel Industry Items Frequency Format Application M1. Smartphone Market Status Update ( Display Market Update, Status Quo) PDF M2. Smartphone Panel Shipment Tracker (Street Price with High, Low Avg. by size) M3. LTPS Capacity Status Report (Shipment ranking, Unit by size, vender Ratio, etc.) M4. Smartphone Panel Price Book and Forecast (Shipment by size, brand, supply chain, etc.) M5. Smartphone Panel Cost Breakdown (Unit, market share, breakdown by size, etc.) S5. Smartphone Market Decode (Smartphone Industry Market Status) (NB=Notebook; MNT=Monitor; TB=Tablet) page13

14 Market Intelligence Report Introduction Data Base Items Frequency Format Application 24. Financial Result Report -- H1. Historical Panel Shipment Pivot MNT,TB, H2. Historical Monitor System Integrator Shipment Pivot MNT H3. Historical Monitor Branded Shipment Pivot MNT H4. Historical Price Data (Panel Price & Street Price) MNT,TB, (NB=Notebook; MNT=Monitor; TB=Tablet) page14

15 TrendForce & TRI Research Areas Sales & Services IC Memory LED Consumer Electronics Green Energy Display Panel - TFT-LCD OLED Tablet NB Monitor TV Vivie Liu ext. 923 VivieLiu@TrendForce.com -DRAM, NAND Flash, Foundry Latte Chung ext. 817 LatteChung@TrendForce.com Smartphones & Apps Cloud Computing & IoT Automotive Technology AI -LED, Lighting, Micro-LED Joanne Wu ext. 912 JoanneWu@TrendForce.com -PV, Battery Melissa Ye ext. 823 MelissaYe@TrendForce.com Intelligent Living Industry 4.0 Innovative Technology Communication, Broadband & Networking Gov. & Ent. Consulting Service Biotechnology & Medicine Digital Economy Robots & UAVs -Communication & Broadband, Consumer Electronics, Innovative Technological Applications, Automotive, Industry 4.0, Digital Economy, Biotechnology, Gov. & Ent. Members Hotline ext. 612 Service@topology.com.tw Inquiries & Consultation Jack Yang ext. 731 Jackyang@topology.com.tw page15

16 CONTACTS Thank you. If you have any question, please contact us at : Vivie Liu ext. 923 VivieLiu@TrendForce.com