Small screen Big state

Small screen Big state

--Summary of small and medium size flat panel display market development

Overview

"Only smell its sound, no one", from ancient times is a great regret, cover "ear to empty, seeing is real", "believing" also. It is reported that the human being receives the outside information, 85% relies on "The vision", therefore transmits and the processing information is the electronic information industry which has been appointed, the display device is one of essential foundation. The industry has a cloud: the future display market will surpass semiconductors. Of course, this will take time, according to statistics 2004 World Display Market (CRT+FPD) is about 70 billion U.S. dollars, 2007 is expected to close to hundreds of billions of dollars, while the world semiconductor market is 214 billion U.S. dollars and 250 billion U.S. dollars respectively, monitors accounted for 33% and 40% respectively, the proportion is increasing, But not half. However, the common knowledge, semiconductor is a mature industry, display, especially FPD (flat panel display) is still in the development stage, the prospect is broad, in many advanced countries generally take both as the strategic industry today, and the display as a relay after the semiconductor strategy industry.

The CRT (cathode ray tube) in the display is maturing, slipping inevitable, which will occupy only 20% of the market by 2007, and FPD will grow at an annualised rate of more than 20% in recent years (table 1). Flat panel displays are divided into large flat panel displays and small and medium size (typically 10 inches below) flat panel displays. The former has been reported in this year's July (the first half of the month), only to make some analysis and supplement to the small and medium sized products. In today's "wireless" and "mobile" big line of the time, small and medium size display is very useful, the ground can be a square inch. Mr. Huang Junyi, editor-in-chief of the 0 component magazine, is confident and optimistic about small and medium sized displays: "In the foreseeable future, the small and medium size panel market will be more and more large, although the current LCD TV and other large panel demand is not small, but the overall market of small and medium-sized panels would eventually be higher than the large size panel. ”

As far as we can see, there is still a big gap between the market size of the two (table 1), 2003 Small and medium size display in the entire flat panel display of the proportion of 23%, 2006 still accounted for 23%, did not increase. And from the development trend is possible, with the "wireless", "mobile" development continues to deepen, small and medium size display application Unlimited, from the application group, will also from the unit, the family to expand to individuals, many times.

Markets and Applications

The world market for small and medium sized flat panel displays, shown in Figure 1, will grow from $9.6 billion trillion in 2003 to $17.4 billion in 2007 and an average annual growth of 16%. Figure 1 also tells us about the share of various applications. Color will become the mainstream application, monochrome screen is gradually out of the market. Mobile phone is the largest application market, 2003 amounted to 6 billion U.S. dollars, exclusive 62.5%, 2007 more than 12 billion U.S. dollars, the market share further increase to 69%.

Fig. 1 World main application product display value

Mobile phone is a small and medium-sized flat panel display of the first application products, screen size to 1.6~2.2 inches as the mainstream, and is actively promoting the color. According to statistics, 2003 World mobile phone color demand has reached 250 million (Figure 2), 2003 mobile phone color is close to 50%, an estimated 2004 can reach 70%, 2007 can be more than 90%.

Fig. 2 The development of mobile phone using display

Mobile display technology, 2003 STNLCD accounted for 80%, 2007 will be reduced to 30%, of which the STN decline in particular, will decline from 50% to 10%. The same time amorphous silicon TFT and LTPS will have a great development.

Small and medium size flat panel display application of course more than this, but will be more extensive, the prospect of optimism, the main application can be summarized as follows:

① Telephone--Mobile, fixed, public, cordless, IP, etc.

② consumer--game consoles, portable audio and video (DVD, MP3, etc.), clocks, calculators, digital cameras, thermometer, etc.

③ Industry-manufacturing, medical, education, security, measurement, etc.

④ Office Automation-Fax machines, copiers, printers, etc.

⑤ Home Appliances-white appliances, AV, etc.

⑥ car-measuring, navigation, car stereo, etc.

⑦IT--PDA, card Reader, E-book, POS, etc.

Small and medium size flat panel displays currently include TN/STN LCD (twisted nematic/Hyper-twisted nematic liquid crystal display), TFT LCD (thin film transistor liquid crystal display) and OLED (organic Light-emitting Diode) 3 major categories. According to the data available for calculation, the sales value of 3 categories of products and their proportion as shown in table 2. TFT LCD In recent years will continue to grow, 2006 will rise to exclusive 65.3% of the market, TN/STN LCD is gradually falling, from 2002 accounted for 53.5% to 2006 will shrink to 20.7%. OLED in the same period from 1% to 14%, rapid development.

Small and medium size TN/STN LCD applications are mainly mobile phones, accounting for 50~55%, followed by industrial applications (15%), again for Calculators (5%), pagers (5%), etc. TFT LCD application of mobile phone accounted for 65~70%, followed by digital camera/VCR (from), PDA (5%), Car TV (5~10%) and so on.

On the other hand, the demand for small and medium-sized displays in the world is another. Total demand will increase from 550 million in 2003, 600 million in 2004 to 650 million in 2005 and 50 million per annum (table 3).

Fig. 3 Application of TN/STN LCD

By the demand of table 2, currently STN LCD, especially black and white device is still the main application products, occupies most of the Jiangshan, TFT LCD development, next year can account for 40% market, OLED is still in the initial stage.

TN/STN LCD

2003 the global economy was affected by the SARS in the cold and hot, tn/stn industry, although technology has been difficult to do, but by mobile phone and other application market traction, according to statistics, 2003 still 6% of moderate growth, to 4.8 billion U.S. dollars. An optimistic forecast that 2004 because the number of mobile phones using c-stn (color STN) amplification, the world market is still expected to grow slightly, but 2005 due to mobile phones in large number of AMLCD (Active matrix TFT LCD) impact, development blocked, output value decline (see from Table 2, 2002~ The market will slide 40% in 06, down 11% on average each year. In short, tn/stn LCD into the recession is an indisputable fact.

Mobile phone is the most important TN/STN LCD application products, as shown in Figure 3, 2003 accounted for 61%, is expected to be slightly up to 67% in 2004, since then began to decline, but 2007 can still maintain 50%. In addition, the industrial application market can be maintained at around 10%, although manufacturers have been trying to develop new applications, but so far, the results are limited.

2003 World Tn/stn LCD production is still dominated by Japan, the market share of the year 34.7%, compared to the past few years has been marked decline. The second is South Korean manufacturers, accounting for 34.2%, and Japan. and is using its technology and production capacity, actively short-based Japan exit the market, is expected to board the world's first throne. China's Taiwan third, accounting for 19.1%, the mainland four, accounting for 6.7%.

TFT LCD

With the advent of mobile phone color display, the general view is that CSTN due to poor quality, will become a transitional solution, better quality TFT LCD and technology more advanced OLED will become the mainstream of the future market.

Fig. 4 Various display technologies for mobile communication

So far, TFT LCD has replaced TN/STN to become the market's favorite. TFT development history is longer, the technology is also relatively mature, the display has no size limitations, but large size product volume is small, and small and medium-sized products require a lot of pieces, so, in fact, small and medium-sized display industry, the technical threshold of large size for high.

TFT LCD service life has reached an average of 20,000 hours, compared to OLED thousands of hours to 10,000 hours, more than 1 time times higher. TFT yield is also higher than OLED, at the same time, OLED to break the 2-inch size is still facing considerable difficulties.

TFT LCD is often referred to the disadvantage of large power consumption. However, the industry also pointed out that the TFT LCD panel itself power consumption is not high, mainly in LED backlight, through the power management IC to reduce led unnecessary drive, can extend standby time, in addition, TFT LCD facing the issue of improving the picture quality, rich color, reduce costs and so on. Only by constantly improving themselves, we can keep the existing market, and OLED contend.

The world's small and medium-sized Tft LCD panel market is still mainly Japanese manufacturers, because of their high level of technology, in addition to all their base plate to a smaller 3-generation, 3.5 for many, suitable for small and medium-sized panel manufacturing.

OLED

OLED and TFT LCD comparison, has its advantages, including: spontaneous light, high brightness, high luminous efficiency, high contrast, fast response, wide viewing angle, ultra-thin, flexible, low power consumption, the application temperature range, etc. (Figure 5). But OLED is still a new industry, a lot of things are groping. OLED product market since the second half of last year because of the introduction of dual-color mobile phones, OLED cut into the secondary screen, only to appear more obvious growth, is expected to enter the next few years of high-speed growth period. IDG October, the latest news, OLED sales may be lower than expected this year, the world market will be 246 million U.S. dollars last year to 429 million U.S. dollars, but less than the previous expected 470 million U.S. dollars.

Figure 5