Global LCD TV market scale and sales by panel size; product strategy analysis including size, resolution, and image performance; customer portfolio analysis, vertical integration strategies; production strategies; strategic positioning in terms of panel sizes and rollout speed; prospects for competition between Sharp and LG.Philips in 2004, and Sharp and Samsung in 2005. Key factors for competitiveness in 2006.

Figure 1  Major LCD Panel Makers' Rollouts by Size/Resolution, 2003 - 4Q 2004

Figure 2  Major LCD Panel Makers' Customer Market Share

Figure 3  LCD TV Panel Key Component Characteristics Comparison

Figure 4  LCD TV Panel Vertical Integration Benefit Continuum

Figure 5  Major LCD Panel Makers' Fifth Generation and Higher Production Line Plans, 2002 - 2005

Figure 6  Major LCD Panel Makers' Competitive Positions by Panel Size and Rollout Speed

Figure 7  Major LCD Panel Makers' Vertical Integration and Customer Portfolio Strength Comparison

Figure 8  Major LCD Panel Makers' Market Share by Panel Size, 1Q 2004

Figure 9  Major LCD TV Panel Makers' Competitive Positions, 2004 - 2005

Table 1  Worldwide LCD TV Market Size, 2004 - 2007

Table 2  Worldwide LCD TV Panel Shipments by Size, 1Q 2004

Table 3  Large Size LCD Panel Maker Investment in Next Generation LCD Panel Production Lines by Country

Table 4  Major LCD Panel Makers' 20" - 29" Panel Specification Comparison

Table 5  Major LCD Panel Makers' 30" - 39" Panel Specification Comparison

Table 6  Major LCD Panel Makers' 40" and Larger Panel Specification Comparison

Table 7  Major LCD TV Panel Makers' Rollouts by Size, 2004

Table 8  Major LCD TV Panel Makers' Main Customer

Table 9  LCD TV Panel Makers' Level of Vertical Integration

Table 10  LCD TV Panel Capacity by Maker, 2004

Table 11  Major LCD Panel Makers' Seventh
Generation and Higher Production Lines