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高解析發展趨勢下之面板零組件產業生態解析與展望 (Sample)
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Transcript of 高解析發展趨勢下之面板零組件產業生態解析與展望 (Sample)
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高解析發展趨勢下之面板零組件產業生態分析與展望
姚柏宏總經理
台灣康得新複合材料 ( 股 ) 公司
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04/13/2023
Outline
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• 北京康得新複合材料 (股 )公司簡介• LCD面板高解析度發展驅動力分析• UHD (4K2K)面板組件與成本架構剖析• 由 FHD到 UHD談零組件更替與發展• UHD面板價格與出貨量預估分析• UHD LCD TV的客觀環境發展條件• 2013年 UHD LCD TV供應鏈• 總結
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Introduction to KDXBeing the leader of worldwide laminating thermal film makers.
To be the leader of worldwide optical film makers.
Now
Near Future
BOPP/BOPET Printing Industry
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2006 2008 2010 2011 2012 2013
Samsung82” QFHDTV
Sony 60” TVAUO 65” TV
Sharp 60”LG 84”
CMI startQFHD tech.
On Development and for exhibition Start from 55”MP
CSOT 110”
Development Trace of 4K2K Panel
AU-Sony/ Panasonic 56” 4k OLED
NOTE: QFHD=UHD=4K2K
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Driving Force of 4K2K LCD Panel
OLED TV Market Supply/ Demand
2012
20132014
STRONG
WEAK
Media Environment
Up to 1080p
WEAK
Driving Trace
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Race of OLED & UHD LCD TVStrategy change by Korean panel makers
Original Plan
New Plan
Very low yield of OLED TV Very high price premium of OLED TV Superior image quality performed by
UHD LCD
Source: DisplaySearch
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Changes from FHD to 4K2K (Macroscope)
Increasing chipsets and IC
Increasing panel cost(~1.3X)
Increasing BLU brightness and cost
Decreasing panel transmittance
Experiencing immersive true feeling
Decreasing panel yield rate
Need power GPU for Internet TV with native 4K2K signal
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UHD BLU Structure of Innolux
8Source: KDX Taiwan, Intelligence Office
Key component: LED light bar (), DBEF(), High gain prism()
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Cost Structure of 4K2K TV Panel
~50% cost up
55” FHD 120Hz350-400nits
55” UHD 120Hz350-400nits
DBEF LED number
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Yearly TV Panel Shipment by Resolution
Source:DisplaySearch, Data Analysis: KDX Taiwan
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4K2K Panel Scheme by Panel Maker
Source:DisplaySearch, Data Analysis: KDX Taiwan
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Perspective of End-demand Side
Recent Year
Will you buy a UHD LCD TV with a high premium and expense for extra hardware equipment and without rich content within 3-5 years?
Long-term
as time passes…
Proper application will trigger real demand of 4K2K display.
Source: AUO
