TFT LCD components analysis 2014: Stripper

Transcription

1 IHS Electronics & Media Report Display Materials & Components TFT LCD components analysis 2014: Stripper Bracing for landscape change with growing demand of water-based stripper October 2013 ihs.com Doo Kim, Principal Analyst, (Ext.124), DMDB-TA-A

2 Contents Overview 04 I. Stripper Briefing: Stripper industry trends 06. II Demand analysis: trends and forecasts Worldwide 08 Demand forecasts in volume (Ton) 08 Demand forecasts in value (Million US$) By country By generation By panel maker 14. III Demand analysis by country South Korea Taiwan Japan China 24 Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 2

3 Contents IV. Demand analysis by major panel maker Samsung Display (SDC) LG Display (LGD) AU Optronics (AUO) Innolux (INX) BOE Optoelectronics Technology (BOE) Demand forecasts by production line: 5 th generation or above 37. V Competition: Supply chains and market shares Supply chain: South Korea Supply chain: Taiwan Supply chain: China Market share analysis 44 Summary 45 Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 3

4 Overview This report analyzes strippers used in manufacturing of TFT LCD panels: strippers for use in OLED panels are excluded. Chapter I briefs on the stripper industry trends. LCDTFTthefromstrippersfordemandglobalforecastsandanalyzes, forecastsandtrends: analysisdemand, IIChapter industry for the period of 2011 and This analysis breaks down into details by country, glass generation, and panel makers., KoreaSouthincompaniesmajorforforecastsgivesandtrendsdemandatlooks, countrybyanalysisdemand,iiichapter Taiwan, China and Japan for the period of 2011 and DisplaySamsungoflinesproductionfordemandforecastsandanalyzes, makerpanelmajorbyanalysisdemand, IVChapter Co. Ltd., LG Display Co. Ltd., Innolux Corporation, AU Optronics Corporation (AUO) and BOE Optoelectronics Technology Co. Ltd. for the period of 2011 and 2016, respectively. In addition, it presents analyses and forecasts for demand from the 5 th - generation production lines or above worldwide for the period of 2011 and andtaiwan, KoreaSouthinchainssupplyofanalysisanprovides, sharesmarketandchainssupply: Competition, VChapter China, as well as supply chains of major companies by country. It also analyzes market share changes from 2010 and Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 4

5 Graph Demand title forecasts by country (%) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% H1'11 H2'11 H1'12 H2'12 H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16 H2'16 China 7% 8% 10% 14% 14% 15% 17% 18% 20% 22% 24% 25% Japan 8% 10% 8% 8% 8% 8% 8% 8% 7% 7% 7% 6% Taiwan 42% 39% 40% 39% 40% 39% 37% 36% 36% 36% 35% 34% Korea 43% 42% 42% 40% 38% 38% 38% 37% 37% 36% 35% 34% Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 5

6 Graph Demand title forecasts by panel maker (%) 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% H1'11 H2'11 H1'12 H2'12 H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16 H2'16 Others 18% 21% 19% 20% 20% 21% 21% 20% 20% 20% 20% 21% BOE 2% 4% 5% 6% 7% 7% 7% 8% 8% 9% 10% 11% INX 19% 18% 19% 18% 19% 19% 18% 18% 18% 17% 17% 17% AUO 18% 16% 15% 15% 16% 16% 15% 15% 14% 14% 14% 14% LGD 19% 19% 20% 20% 19% 19% 19% 19% 19% 19% 18% 18% SDC 24% 24% 22% 20% 19% 19% 21% 21% 21% 21% 20% 20% Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 6

7 3. Japan Demand forecasts in Japan (Ton) 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 H1'11 H2'11 H1'12 H2'12 H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16 H2'16 Sharp 4,594 6,022 4,795 5,713 5,558 6,170 6,384 6,559 6,465 6,465 6,465 6,465 Panasonic LCD 2,150 2,497 1,334 1, Others 984 1,206 1,455 1,359 1,614 1,615 1,727 1,795 1,723 1,723 1,723 1,723 Sharp Corporation, Panasonic Corporation, and Japan Display Inc. produce TFT LCD panels in Japan. Sharp takes a big chunk of panel production by area and consumes a big amount of strippers. The annual stripper consumption by Sharp reached 10,000 tons in 2012 and will climb to 11,000 tons in Unless there are major economic issues, the consumption volume by Sharp will nudge up, reaching 12,000 tons per year. Except for Sharp, other panel makers in Japan have no reasons to push up stripper demand and are expected to maintain the current levels of stripper consumption. Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 7

8 Consumption share in Japan (2013) Consumption share in Japan (2016) 20% 19% 9% 9% 71% 72% Sharp Panasonic LCD Others Sharp Panasonic LCD Others Sharp is leading Japan s TFT LCD industry. Except Panasonic, other panel makers in Japan do not roll out large-size panels and thus, consume a very low amount of strippers compared with Sharp. Sharp accounts for more than 70% of stripper consumption in Japan in As Japanese TFT LCD panel markets have no reasons to boost capacity or to set up new production lines for now, the stripper market is expected to maintain the current status in terms of market shares through Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 8

9 3. AU Optronics Demand trends by production line (Ton) 6,000 5,000 4,000 3,000 2,000 1,000 0 H1'11 H2'11 H1'12 H2'12 H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16 H2'16 <G4 1,435 1, ,330 1,294 1,356 1,227 1,346 1,278 1,278 1,278 1,278 L5 5,289 4,968 5,080 4,542 4,293 4,693 4,664 4,891 4,952 5,333 5,342 5,342 L6 5,033 4,153 4,034 4,319 4,692 4,542 4,720 4,759 4,603 4,975 4,995 4,995 L7 3,167 2,967 2,979 3,653 3,570 3,798 3,640 3,689 3,565 3,839 3,864 3,864 L8 1,691 1,517 1,916 2,539 2,516 2,485 2,617 2,678 2,587 3,318 3,623 3,623 Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 9

10 Demand trends by production line (Ton) H1'11 H2'11 H1'12 H2'12 H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16 H2'16 <G4 1,435 1, ,330 1,294 L5A L5B 1,274 1,189 1, L5C 2,004 1,953 2,073 1,893 1,776 L5D 1,264 1, L6A 2,618 2,114 2,104 2,220 2,353 L6B 2,415 2,039 1,930 2,098 2,339 L7A 1,826 1,688 1,638 2,101 2,022 L7B 1,341 1,279 1,341 1,552 1,548 L8A 1, ,277 1,164 L8B ,262 1,352 Total 16,616 14,819 14,833 16,383 16,365 AUO runs almost all generations of production lines from under the 4 th to 8 th The 5 th -generation L5 lines consume 9,000 tons of strippers a year and are expected to maintain 10,000 tons of consumption. The 6 th generation L6 lines consume 9,000 tons a year and are expected to maintain the current level of consumption. The 7 th -generation L7 lines consume 7,000 tons a year and are expected to consume 7,000 8,000 tons. The 8 th -generation L8 lines consume 5,000 tons and will lift the volume to 7,000 tons in Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 10

11 Demand trends by production line Company Line Gen H1'11 H2'11 H1'12 H2'12 H1'13 H2'13 H1'14 H2'14 H1'15 H2'15 H1'16 H2'16 Sharp No2 8 Sharp F1 10 Panasonic Fab1 6 Panasonic Fab2 8 BOE B1 5 BOE B3 6 BOE B4 8 BOE B5 8 BOE B8 8 BOE B9 8 CSOT No1 8 CSOT No2 6 CSOT No3 8 CEC Panda No1 6 CEC Panda No2 8 Tianma S1 5 IVO 0 5 Century 0 5 Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 11

12 1. Supply chain: South Korea Supply chain in South Korea (September 2013) Supply chain in South Korea (September 2013) LTC LG Chem. Dongjin Semichem ENF Technology LTC LG Chem. Dongjin Semichem ENF Technology SDC LGD LTC, Dongjin Semichem, AZEM and Zeon supply strippers to South Korean companies. To Samsung Display, Dongjin Semichem and AZEM ship strippers Report LCD Materials & Components TFT LCD Material Analysis 2014: Stripper 12

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