3/11

1

3

3

3

4

4

4

4

4

4

4 LED

4

4

4

1

20113118.910

IEKHitachi ChemicalHitachi CableJX

1. ICACF

ACFLGDSharpACFIC

2.

SUMCOSUMCOWACKERMEMC

3.

JXHMCJX75PCB

ASMLNikonCanonNSKNikon67NikonCanon6

2

1

1

/

Idemitsu Kosan(41.5)Keiyo ethylene(76.8)Maruzen(52.5)Mitsui Chemicals(61.2)Sumitomo Chem(41.5)5273.535%

Idemitsu Kosan

HYPERLINK "http://www.funddj.com/KMDJ/wiki/WikiViewer.aspx?Title=%u5929%u7136%u6C23"(LPG)1540()(6)

/

JX HoldingsJX Nippon Oil & Energy3

GartnerIEK(2011/03)

2

1.

20113118.9(Miyagi)(Iwate)(Akita)(Fukushima)

18131415767811239(8)1,0004%

(Miyagi)1628

(Iwate)4628

(Akita)1415

(Fukushima)132638112

2.

(Shindengen)(Toshiba)(Oki)(Freescale)(Fujitsu)(Hitachi)ON SemiconductorSanken(TI)

12(8)IC7(8)ICIC6(8)IC4(8)ICIC

(DRAM)(NAND Flash)

2

()

()

Shindengen

Discrete

(Akita)

100,000

>1.5

100

Shindengen

Discrete

(Akita)

60,000

>1.5

125

Toshiba

Logic IC

(Iwate)

32,500

0.5

150

Toshiba

Logic IC

(Iwate)

50,000

0.35

150

Toshiba

Logic IC

(Iwate)

32,500

0.5

150

Toshiba

Logic IC

(Iwate)

50,000

0.35

150

Toshiba

Discrete , Logic IC

(Iwate)

25,000

0.13

200

Toshiba

Logic IC

(Iwate)

2,750

0.35

200

Oki Semiconductor

Logic IC , Memory

(Miyagi)

41,000

0.13

200

Oki Semiconductor

Analog IC , Mixed Signal IC , Memory

(Miyagi)

28,000

0.35

200

Freescale Semiconductor

Logic IC

(Miyagi)

30,000

0.5

150

Fujitsu Semiconductor

Analog IC , Mixed Signal IC , Logic IC

(Fukushima)

22,500

0.35

150

Fujitsu Semiconductor

Logic IC , Memory

(Fukushima)

30,000

0.25

200

Hitachi

Discrete

(Fukushima)

14,000

>1.5

200

ON Semiconductor

Analog IC , Mixed Signal IC , Discrete

(Fukushima)

32,000

0.35

150

Sanken

Opto

(Fukushima)

3,500

>1.5

75

Texas Instruments

Analog IC , Mixed Signal IC

(Fukushima)

32,000

0.13

200

Texas Instruments

Analog IC , Mixed Signal IC

(Fukushima)

12,000

0.065

300

GartnerIEK(2011/03)

3.

ICIC

IDMFoundry

(DRAM)(NAND Flash)DRAM()

DRAMFlash

3

18131415767811239(8)1,0004%

(Miyagi)1628

(Iwate)4628

(Akita)1415

(Fukushima)132638112

(Shindengen)(Toshiba)(Oki)(Freescale)(Fujitsu)(Hitachi)ON SemiconductorSanken(TI)

IEK2011/03

3

1.

LCD

2.

TFT LCDSharpIPS-SharpG8G10IPS-G8.5SharpIPS-G64

Hitachi DisplayNECTMDEpsonHitachi DisplayG2-4.54NECG2TMD4EpsonG2.5

4 LCD

ADI/Mutsubishi

Shisui LB 4105202.5

ADI/Mutsubishi

Shisui LB LTPS 4105202.5

ADI/Mutsubishi

Kumamoto - KD-5 3704702

Casio Kochi #1 3204001

Casio Kochi #2 3204001

Hitachi Mobara V1 3704702

Hitachi Mobara V2 6508303.5

Hitachi Mobara V3 #1 7309204.5

Hitachi Moabra V3 LTPS 7309204.5

IPS Alpha L1

150018506

IPS Alpha Himeji 1

220025008

NEC Akita A1 3704702

NEC Akita A1 LTPS 3704702

NEC Akita A2 5506603

NEC Kagoshima K2 3604652

Sharp/Fujitsu Yonago #2 4045152.5

Sharp Taki Plant No1 A 5506503

Sharp Taki Plant No1 B 4005052.5

Sharp Taki Plant No2 C 6808803.5

Sharp Taki Plant No2 D 6808803.5

Sharp Tenri NF 3-1 3604652

Sharp Tenri NF 3-2 3604652

Sharp Tenri CGS-A 6207503.5

Sharp Taki CGS-B 7309204.5

Sharp Taki CGS-C 7309204.5

Sharp Kameyama Plant No1 150018006

Sharp Kameyama Plant No2 216024608

Sharp Sakai G10 2850305010

Sony(IDT) DTI Yasu

5506503

Sony(IDT) DTI Yasu #1 LTPS

5506503

Sony(ST-LCD) Higashiura #1 6007203.5

Sony(ST-LCD) Higashiura #2 6007203.5

Sony OLED Higashiura 6007203.5

TMDisplay TOS Fukaya #1 4005002.5

TMDisplay TOS Fukaya #2A 4005002.5

TMDisplay TOS Fukaya #2B 5506703

TMDisplay TOS Himeji #2 3604652

TMDisplay MAT Ishikawa B2 3704702

TMDisplay MAT Ishikawa B3 5506703

TMDisplay MAT Ishikawa LTPS 7309204.5

Epson Imaging Devices Gifu#1 3004001

Epson Imaging Devices

Toyoshina

#1 3704702

Epson Imaging Devices Toyoshina #2 3704702

Epson Imaging Devices

Fujimi #1

4005002.5

Epson Imaging Devices Tottori Fab5 5506703

Epson Imaging Devices Tottori Fab6 6808803.5

Epson Imaging Devices Tottori Fab5 LTPS 5506703

(mm

2

)

IEK2011/03

3.

Sharp

5

IPS-G64IPS-G675000

TFT LCDSharpIPS-SharpG8G10

4JXACF

IEK2011/03

4

1.

JXADEKA

IEK(2011/03)

1

2.

Hitachi ChemicalHitachi CableJX

ACFLGDSharpACFICACFSCIDSony Chemical & Information DeviceLG MicronCheil5PCBDry Film28CMP Slurry

JXHMCJX75PCB

BMADEKA

3.

6

DNP

ACFSCID

PCB

PCB

JX5PCB

IEK(2011/03)

5

1.

42%Sony(Hitachi Chemical)2007Panasonic

7

()

Sony

5

3450

5

NEC

5

200

6

HEV1

PEVE

6

Toyota HEV

30

20

6

500MT

KUREHA

6

PVDF

GM Volt

500MT

JFE Mineral

5

1700MT Sony

Hitachi Chemical

6

8000MT

IEK(2011/03)

2.

115HEV

3.

//AcerSony

8

SonyToshibaNECSony4%HEV(Toyota Prius)

JFEKureha8,000

IEK(2011/03)

6

1.

201028%(26%)Nippon Mektron(NOK)Ibiden CMKMeikoShinko Electric Industry()15%JSTYazakiHiroseJAE17%MurataTDKTaiyo YudenNichicon

2.

NOKHitachi ChemicalHiroseHitachi

FCIntelIbiden(ShinkoShinkoIntelShinkoIntel)

Intel piFCCL

9 PCB

Nippon Mektron

20%~25%

()

dv

IBIDEN

25%~20%

()

FC

HDI

()

BT

Hitachi Chemical

()

UBE

pi2/9

()

pi

(Toray)

pi4/9

kapton()

pi

Kaneka

pi2/9

()

pi

IEK(2011/03)

3.

()PCB3C

DV

//

10

Ibiden()CMK()Meiko()Shinko()PCBHitachi ChemicalNOK

Nippon Mektron20%~25%dv

JST()Yazaki()Hirose()JAE()Hirose

Murata()TDK()Taiyo Yuden()Nichicon()

IEK(2011/03)

7

1.

2

11

ABS

12

IWAKI

VQ

56

27

4WD

: ()

2.

12Yaris

20101250

12

20111

Central Motor

12Toyota Yaris

20106

Primearth EV Energy

Toyota Hybrid 102010/6300

20107

TOYOTETSU

201110Central MotorToyota

20109

DENSO

IEK(2011/03)

3.

IWAKIVQTEANA2.53.5VQIWAKIVQ

13

IEK(2011/03)

8

1.

ASMLNikonCanonNSKNikon67NikonCanon6

2.

2010FANUCMitsubishiOMRONTHKNSKNTNFANUC5FANUC?

3.

14

ASMLNikonCanonNSKNikon67NikonCanon

2010FANUC5

IEK(2011/03)

9 LED

1.

LEDCitizenSharpStanelyLED80%

LEDSapphireKyoceraNamikiGaAsGaPDOWA

15 LED

()

LED

() () () Sharp()Citizen(/) Toshiba(/)

LED

Sapphire

Kyocera(//)()Namik(/)

GaAs/Gap

()()()DOWA()()

IEK(2011/03)

2.

CitizenLED

DOWAKyoceraLEDLED

3.

LEDLED

LEDSapphireMO SourceLEDGaAs

16 LED

IPS-G64IPS-G675000

TFT LCDSharpIPS-SharpG8G10

4JXACF

IEK(2011/03)

10

1.

(1) M.SetekM.Setek30004000120MW

(2) FabroEVA5200730MW

(3) EVA4EVA

(4) PV17.9%700

(5) ETFE

(6) Lintec

2.

(1) M.Setek

(2) FabroBridgestone

(3) EVAEVA

(4)

(5) ETFE

(6) LintecMadico

3.

(1) M.Setek

(2) M.Setek

(3) EVAFabroEVABridgestone

(4) EVA

(5) UlbrichUlbrich

(6) LintecMadico

17

M.Setek3000

M.Setek120MW

FabroEVA5200

EVA4

700

Lintec

ETFE

IEK(2011/03)

11

1.

()()

2.

18

/

()

/

6+~8.9

/

3~5+

/

0~3

IEK(2011/03)

3.

311

19

Astellas6

IEK(2011/03)

12

1.

ALOKA

()

CANON

()

Fukuda Denshi

()

Hitachi Medical

()

HogyMedical

()

Hoya

()

Nidek

()

Nihon Kohden

()

NiproCorporation

()

Olympus Optical

( )

Omron

()

Shimadzu

()

Terumo

()

ALOKA

()

CANON

()

Fukuda Denshi

()

Hitachi Medical

()

HogyMedical

()

Hoya

()

Nidek

()

Nihon Kohden

()

NiproCorporation

()

Olympus Optical

( )

Omron

()

Shimadzu

()

Terumo

()

IEK(2011/03)

3

2.

OlympusOlympus

3.

OlympusOEM

20

Olympus

IEK(2011/03)

Hitachi Display

IPS-

NEC

Sharp

TMDFukuya() Ishikawa()

EpsonFujimi()

PAGE