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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04/13/2023 3

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