The below is a compilation of recent announcements and events in the global display panel industry, including LCD panel, PDP, and OLED capacity announcements, LCD panel product mix shifts, and major events related to panel production.
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Table 1 |
LCD Panel Capacity Plan Announcements, Early December 2004 - Mid January 2005 |
|
Gen |
Company |
News |
Location |
Substrate Size (mm.) |
Full Capacity
(Sub./ Mo.) |
Time of Mass Production |
Investment (US$Million) |
|
8 |
Sharp |
New plant construction |
Kameyama, Japan |
2,100x2,400 |
45,000 |
Late 2006 |
140 - 190 |
|
7 |
|
Construction delayed |
Taichung, Taiwan |
- |
- |
1H 2006
(earliest) |
- |
|
7 |
LPL |
New plant construction |
Paju, Korea |
1,950x2,250 |
90,000 |
1H 2006 |
5,100 |
|
7 |
Samsung |
7G-2 plant; up substrate size |
Tanjeong, Korea |
2,000x2,300 |
- |
1H 2006 |
274 |
|
7 |
Samsung |
7G-1 (S-LCD) mass production |
Tanjeong, Korea |
1,870x2,200 |
60,000 |
1H 2005 |
1,800 |
|
6 |
AUO |
Full capacity delayed |
Taichung, Taiwan |
1,500x1,850 |
60,000 |
1Q 2005 |
- |
|
6 |
CPT |
Mass production |
Taoyuan, Taiwan |
1,500x1,850 |
60,000 |
Oct. 2005 |
2,803 |
|
6 |
QDI |
Mass production |
Taoyuan, Taiwan |
- |
60,000 |
2H 2005 |
- |
|
5.5 |
CMO |
Capacity reduction |
Tainan, Taiwan |
1,300x1,500 |
120,000
(90,000 by 2005) |
1Q 2005 |
1,300 |
|
5.5 |
Toppoly |
Construction delayed (LTPS) |
Hsinchu, Taiwan |
- |
90,000 |
1H 2006 |
- |
|
5 |
AUO |
New plant construction |
Taichung, Taiwan |
1,100x1,300 |
60,000 |
Dec. 2005 |
- |
|
5 |
BOE |
First Chinese plant using independent IPR |
China |
- |
60,000 |
1Q 2005 |
1,200 |
|
5 |
Innolux |
Mass Production |
Hsinchu, Taiwan |
1,100x1,300 |
50,000 |
4Q 2005 |
934 (shared w/ 4.5G plant) |
|
5 |
Hannstar |
Mass production |
Tainan, Taiwan |
1,200x1,300 |
75,000 |
Dec. 2004 |
- |
|
5 |
Long Teng |
New plant construction |
Kunshan, China |
- |
- |
2006 |
935 |
|
4.5 |
CPT |
Mass production |
Taoyuan, Taiwan |
730x920 |
75,000 |
1Q 2005 |
560 |
|
4.5 |
Innolux |
Mass production |
Hsinchu, Taiwan |
- |
23,000 |
1Q 2005 |
934 (shared w/ 5G plant) |
|
4.5 |
Xin Ri Hua |
New plant construction |
Shenzhen, China |
- |
- |
- |
- |
|
3.5 |
Toppoly |
Capacity expansion(LTPS) |
Hsinchu, Taiwan |
620x750 |
90,000 |
End of 2006 |
- |
|
3 |
Sony |
Investment in acquired subsidiary (LTPS) |
Shiga
Japan |
550x650 |
25,000 |
April 2006 |
257 |
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Source: The respective companies; compiled by MIC, January 2005
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Table 2 |
PDP Capacity Plans Announcements, Early December 2004 - Mid January 2005 |
|
Company |
News |
Location |
Plant Full Capacity(sub./month) |
Comp.Full Capacity (sub./month) |
Time of Mass Production |
Investment (US$Million) |
|
DDMC |
New company spun-off from CPT |
Fuzhou
China |
60,000 - 100,000 |
- |
- |
116 |
|
Matsushita |
Early capacity boost; add line |
Osaka
Japan |
100,000 |
150,000 |
Apr. 2004 |
- |
|
New plant construction |
Hyogo
Japan |
250,000 |
400,000
(by 2007) |
Nov. 2005 |
903 |
|
Pioneer |
New plant construction |
Izumi,
Japan |
41,667 |
133,333 - 141,666 |
Fiscal 2007 |
285 |
|
Source: The respective companies; compiled by MIC, January 2005
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Table 3 |
OLED Panel Capacity Plan Announcements, Early December 2004 - Mid January 2005 |
|
Company |
News |
Location |
Plant Full Capacity
(sub./month) |
Time of Mass Production |
|
Toppoly
|
Line construction |
Hsinchu Taiwan |
20,000 |
mid-2006 |
|
Mass production on existing line |
Hsinchu Taiwan |
- |
4Q 2005 |
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Source: The respective companies; compiled by MIC, January 2005
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Table 4 |
LCD Panel Product Mix Shift Announcements, Early December 2004 - Mid January 2005 |
|
Vendor |
News |
|
CPT |
Shifting capacity to notebook PC panels, small and medium size panels |
|
LPL |
To mass produce 14" offerings in early 2005; to lift share of wide screen panels in notebook PC panel production in 2005 |
|
Samsung |
To lift share of wide screen panels in notebook PC panel production to 50% in 2005 |
|
Toppoly |
Shifting emphasis to small and medium panel production, to cease making large panels by end of 2006 |
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Source: The respective companies; compiled by MIC, January 2005
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Table 5 |
Major Display Panel Events, Early December 2004 - Mid January 2005 |
|
Vendor |
News |
|
CPT |
To spin-off PDP TV department to form new company, DDMC, in Fuzhou China |
|
JVC |
To spend US$38 million on building new LCoS line in Yokosuka Japan for RPTVs; production will begin in April 2005, while a 60,000 monthly capacity will be reached by June 2006 |
|
Kolin |
Subsidiary, DigiMedia, to acquire Prokia's LCoS department |
|
LPL |
Monthly sales of PM-OLED panels reached 200,000 units in 2004; to step into AM-OLED panel production in mid-2005 |
|
Samsung |
Grantees exchange of any Samsung-brand LCD monitor that has faulty pixels for a new one, within six months of purchase |
|
Sony |
Acquired IDT, CMO's Japan-based LCD panel subsidiary |
|
Toppoly |
To collaborate with Kodak in producing AM-OLED displays |
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Source: The respective companies; compiled by MIC, January 2005
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