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Quarterly TFT LCD Cost Forecast Reports with Annual and Quarterly Projections

Summary

Track current and projected costs for large-area displays and gain insight on pricing and depreciation with this value-packed report. Cash costs, manufacturing costs, and totals are included for first-tier TFT LCD suppliers.

No Surprises

With pricing information based on actual costs, your company will be positioned to take advantage of the market. See where prices will go during an industry downturn. Find out which suppliers are the most profitable. Information and analysis from DisplaySearch that allows you to respond to industry shifts, with no surprises.

Analyst Information

David BarnesDavid Barnes
Vice President, Strategic Analysis

Yoshio TamuraYoshio Tamura
Senior Vice President, President of Japan Office

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Detailed Information

Data Covered
  • Analysis of key factors in cost reductions
  • Notebook PC Panel, LCD Monitor PC Panel and LCD TV Panel costs and margins for select sizes and resolutions by fab generation
  • Costs include Manufacturing Total Cost, Cash Cost, Module Price and Sales Total Cost, as well as Sales Profit
  • Rolling historical 4 and forecasted 8 quarters
Key Questions Answered
  • What is the actual cost of materials for a particular panel size?
  • Where are prices going in the long term?
  • Which TFT LCD sizes are generating the highest and lowest margins?

Subscription Package

Duration: Annual
Frequency: Quarterly
Format:

 

Quarterly Delivery Schedule
Week 12: Excel Pivot and Data Tables
Week 15: PowerPoint Analysis and Report

Outline

1.0 Executive Summary
2.0 Notebook Module Cost
3.0 PC Monitor Module Cost
4.0 TV Module Cost

Detailed Outline

1.0 Executive Summary

2.0 Notebook Module Cost

  • Notebook Module Cost Structure for 15.4" WXGA in Q4'07
  • 12.1” 1280 × 800_TN for notebook on 680 × 880 (Gen 3.5) at 1st tier manufacturers (12-up)
  • 12.1” 1280 × 800_TN for notebook on 11k00 × 1300 (Gen 5) at 1st tier manufacturers (28-up)
  • 13.3” 1024 × 768_TN for notebook on 680 × 880 (Gen 3.5) at 1st tier manufacturers (9-up)
  • 13.3” 1024 × 768_TN for notebook on 730 × 920 (Gen 4) at 1st tier manufacturers (9-up)
  • 13.3” 1024 × 768_TN for notebook on 1100 × 1300 (Gen 5) at 1st tier manufacturers (20-up)
  • 14.1” 1024 × 768_TN for notebook on 730 × 920 (Gen 4) at 1st tier manufacturers (9-up)
  • 14.1” 1024 × 768_TN for notebook on 1100 × 1300 (Gen 5) at 1st tier manufacturers (16-up)
  • 14.1” 1024 × 768_TN for notebook on 730 × 920 (Gen 4) at 2nd tier manufacturers (9-up)
  • 14.1” 1280 × 800_TN for notebook on 680 × 880 (Gen 3.5) at 1st tier manufacturers (8-up)
  • 14.1” 1280 × 800_TN for notebook on 1100 × 1300 (Gen 5) at 1st tier manufacturers (20-up)
  • 15.0” 1024 × 768_TN for notebook on 680 × 880 (Gen 3.5) at 1st tier manufacturers (6-up)
  • 15.0” 1024 × 768_TN for notebook on 1100 × 1300 (Gen 5) at 1st tier manufacturers (16-up)
  • 15.4” 1280 × 800_TN for notebook on 730 × 920 (Gen 4) at 1st tier manufacturers (8-up)
  • 15.4” 1280 × 800_TN for notebook on 1100 × 1300 (Gen 5) at 1st tier manufacturers (15-up)
  • 15.4” 1280 × 800_TN for notebook on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (24-up)
  • 15.4” 1280 × 800_TN for notebook on 1500 × 1850 (Gen 6) at 1st tier manufacturers (35-up)
  • 15.4” 1280 × 800_TN for notebook on 1100 × 1300 (Gen 5) at 1st tier manufacturers (15-up)
  • 17.0” 1440 × 900_TN for notebook on 1100 × 1300 (Gen 5) at 1st tier manufacturers (12-up)

3.0 PC Monitor Module Cost

  • Monitor Module Cost Structure for 19.0" WXGA+ in Q4'07
  • 15.0” 1024 × 768_TN_WV for Monitor on 680 × 880 (Gen 3.5) at 1st tier manufacturers (6-up)
  • 15.0” 1024 × 768_TN_WV for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (16-up)
  • 15.0” 1024 × 768_TN_WV for Monitor on 1100 × 1300 (Gen 5) at 2nd tier manufacturers (16-up)
  • 15.6” 1366 × 768_TN for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (18-up)
  • 15.6” 1366 × 768_TN for Monitor on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (24-up)
  • 15.6” 1366 × 768_TN for Monitor on 1500 × 1850 (Gen 6) at 1st tier manufacturers (35-up)
  • 15.6” 1366 × 768_TN for Monitor on 1870 × 2200 (Gen 7) at 1st tier manufacturers (50-up)
  • 17.0” 1280 × 1024_TN for Monitor on 730 × 920 (G4) at 1st tier manufacturers (6-up)
  • 17.0” 1280 × 1024_TN for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (12-up)
  • 17.0” 1280 × 1024_TN for Monitor on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (16-up)
  • 17.0” 1280 × 1024_TN for Monitor on 1500 × 1850 (Gen 6) at 1st tier manufacturers (24-up)
  • 17.0” 1280 × 1024_TN for Monitor on 1870 × 2200 (Gen 7) at 1st tier manufacturers (36-up)
  • 17.0” 1280 × 1024_TN for Monitor on 1100 × 1300 (Gen 5) at 2nd tier manufacturers (12-up)
  • 17.0” 1280 × 1024_TN for Monitor on 1500 × 1850 (Gen 6) at 2nd tier manufacturers (24-up)
  • 19.0” 1280 × 1024_TN for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (9-up)
  • 19.0” 1280 × 1024_TN for Monitor on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (12-up)
  • 19.0” 1280 × 1024_TN for Monitor on 1500 × 1850 (Gen 6) at 1st tier manufacturers (16-up)
  • 19.0” 1280 × 1024_TN for Monitor on 1870 × 2200 (Gen 7) at 1st tier manufacturers (25-up)
  • 19.0” 1280 × 1024_TN for Monitor on 1100 × 1300 (Gen 5) at 2nd tier manufacturers (9-up)
  • 19.0” 1280 × 1024_TN for Monitor on 1500 × 1850 (Gen 6) at 2nd tier manufacturers (16-up)
  • 19.0” 1440 × 900_TN for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (12-up)
  • 19.0” 1440 × 900_TN for Monitor on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (15-up)
  • 19.0” 1440 × 900_TN for Monitor on 1500 × 1850 (Gen 6) at 1st tier manufacturers (20-up)
  • 19.0” 1440 × 900_TN for Monitor on 1870 × 2200 (Gen 7) at 1st tier manufacturers (32-up)
  • 20.0” 1680 × 1050_TN for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (8-up)
  • 20.0” 1680 × 1050_TN for Monitor on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (12-up)
  • 20.0” 1680 × 1050_TN for Monitor on 1500 × 1850 (Gen 6) at 1st tier manufacturers (20-up)
  • 20.0” 1680 × 1050_TN for Monitor on 1870 × 2200 (Gen 7) at 1st tier manufacturers (28-up)
  • 22.0” 1680 × 1050_TN for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (8-up)
  • 22.0” 1680 × 1050_TN for Monitor on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (12-up)
  • 22.0” 1680 × 1050_TN for Monitor on 1500 × 1850 (Gen 6) at 1st tier manufacturers (15-up)
  • 22.0” 1680 × 1050_TN for Monitor on 1870 × 2200 (Gen 7) at 1st tier manufacturers (24-up)
  • 24.0” 1920 × 1200_VA for Monitor on 1100 × 1300 (Gen 5) at 1st tier manufacturers (6-up)
  • 24.0” 1920 × 1200_VA for Monitor on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (8-up)
  • 24.0” 1920 × 1200_VA for Monitor on 1500 × 1850 (Gen 6) at 1st tier manufacturers (12-up)
  • 24.0” 1920 × 1200_VA for Monitor on 1870 × 2200 (Gen 7) at 1st tier manufacturers (21-up)
4.0 TV Module Cost
  • TV Module Cost Structure for 46.0" 1080p in Q4'07
  • 23.0” 1366 × 768_VA for TV on 1100 × 1300 (Gen 5) at 1st tier manufacturers (8-up)
  • 23.0” 1366 × 768_VA for TV on 1500 × 1850 (Gen 6) at 1st tier manufacturers (15-up)
  • 23.0” 1366 × 768_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (24-up)
  • 26.0” 1366 × 768_VA for TV on 1100 × 1300 (Gen 5) at 1st tier manufacturers (6-up)
  • 26.0” 1366 × 768_VA for TV on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (8-up)
  • 26.0” 1366 × 768_VA for TV on 1500 × 1850 (Gen 6) at 1st tier manufacturers (12-up)
  • 26.0” 1366 × 768_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (18-up)
  • 26.0” 1366 × 768_TN for TV on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (8-up)
  • 26.0” 1366 × 768_TN for TV on 1500 × 1850 (Gen 6) at 1st tier manufacturers (12-up)
  • 32.0” 1366 × 768_VA for TV on 1100 × 1300 (Gen 5) at 1st tier manufacturers (3-up)
  • 32.0” 1366 × 768_VA for TV on 1300 × 1500 (Gen 5.5) at 1st tier manufacturers (6-up)
  • 32.0” 1366 × 768_VA for TV on 1500 × 1850 (Gen 6) at 1st tier manufacturers (8-up)
  • 32.0” 1366 × 768_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (12-up)
  • 32.0” 1366 × 768_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (15-up)
  • 32.0” 1366 × 768_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (18-up)
  • 32.0” 1366 × 768_VA for TV on 1500 × 1850 (Gen 6) at 2nd tier manufacturers (8-up)
  • 32.0” 1366 × 768_VA for TV on 2880 × 3130 (Gen 10) at 1st tier manufacturers (24-up)
  • 37.0” 1366 × 768_VA for TV on 1500 × 1850 (Gen 6) at 1st tier manufacturers (6-up)
  • 37.0” 1366 × 768_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (10-up)
  • 37.0” 1920 × 1080_VA for TV on 1500 × 1850 (Gen 6) at 1st tier manufacturers (6-up)
  • 37.0” 1920 × 1080_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (10-up)
  • 40.0” 1366 × 768_VA for TV on 1100 × 1300 (Gen 5) at 1st tier manufacturers (2-up)
  • 40.0” 1366 × 768_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (8-up)
  • 40.0” 1920 × 1080_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (8-up)
  • 40.0” 1920 × 1080_VA for TV on 2880 × 3130 (Gen 10) at 1st tier manufacturers (18-up)
  • 42.0” 1920 × 1080_VA for TV on 1100 × 1300 (Gen 5) at 1st tier manufacturers (2-up)
  • 42.0” 1366 × 768_VA for TV on 1950 × 2250 (Gen 7) at 1st tier manufacturers (8-up)
  • 42.0” 1366 × 768_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (8-up)
  • 42.0” 1920 × 1080_VA for TV on 1100 × 1300 (Gen 5) at 1st tier manufacturers (2-up)
  • 42.0” 1920 × 1080_VA for TV on 1950 × 2250 (Gen 7) at 1st tier manufacturers (8-up)
  • 42.0” 1920 × 1080_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (8-up)
  • 46.0” 1366 × 768_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (6-up)
  • 46.0” 1920 × 1080_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (6-up)
  • 46.0” 1920 × 1080_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (8-up)
  • 46.0” 1920 × 1080_VA for TV on 2200 × 2500 (Gen 8) at 1st tier manufacturers (8-up)
  • 47.0” 1366 × 768_VA for TV on 1950 × 2250 (Gen 7) at 1st tier manufacturers (6-up)
  • 47.0” 1920 × 1080_VA for TV on 1950 × 2250 (Gen 7) at 1st tier manufacturers (6-up)
  • 52.0” 1920 × 1080_VA for TV on 1870 × 2200 (Gen 7) at 1st tier manufacturers (3-up)
  • 52.0” 1920 × 1080_VA for TV on 2160 × 2460 (Gen 8) at 1st tier manufacturers (6-up)
  • 52.0” 1920 × 1080_VA for TV on 2200 × 2500 (Gen 8) at 1st tier manufacturers (6-up)
  • 52.0” 1920 × 1080_VA for TV on 2880 × 3130 (Gen 10) at 1st tier manufacturers (8-up)
  • 57.0” 1920 × 1080_VA for TV on 2880 × 3130 (Gen 10) at 1st tier manufacturers (8-up)
  • 65.0” 1920 × 1080_VA for TV on 1500 × 1850 (Gen 6) at 1st tier manufacturers (2-up)
  • 65.0” 1920 × 1080_VA for TV on 2200 × 2500 (Gen 8) at 1st tier manufacturers (3-up)
  • 65.0” 1920 × 1080_VA for TV on 2880 × 3130 (Gen 10) at 1st tier manufacturers (6-up)
Large-Area Displays

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