Quarterly PDP Cost Model and Report
Summary
The Quarterly PDP Cost Report and Model includes the PDP Cost Model and a more than 100-slide PowerPoint report explaining why costs are falling and graphically representing the cost trends at major panel sizes. It covers all plasma sizes and resolutions, includes a detailed breakout of costs for 15 different line items and a cost, price and margin forecast through Q4'11.
This provides detailed component cost information for every plasma display size and resolution. Featuring cost, price, and margin forecasts through 2012, subscribers use the model and data provided with this report to run price strategy, cost and margin scenarios.
Plan with confidence
From panel suppliers, to retailers and financial analysts, subscribers make decisions and formulate product and pricing strategies using this cost model. They know they can rely on the DisplaySearch data—the industry's benchmark for the PDP supply chain.
Analyst Information
Yoonsung Chung
Director, FPD Material & Technology Analysis
Subscription Package
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Quarterly Delivery Schedule
Week 12: Excel Pivot Tables and Flex FilesWeek 13: PowerPoint Report and Analysis
Outline
- Introduction
- Introduction:PDP Structure
- Executive Summary
- Cost Analysis Supply & Demand Based Utilization
- Cost Analysis 90% Utilization
Detailed Outline
- Introduction
- Introduction
- Introduction
- Introduction:PDP Structure
- How Do Plasma Display Panels (PDP) Work?
- PDP Technology Concept
- PDP Panel Structure
- Module Structure
- PDP Vs. LCD Comparison: Circuitry
- PDP Vs. LCD Comparison: Panel
- PDP Structure & Function: Panel
- PDP Structure & Function: Panel Electrode
- PDP Structure & Function: Circuit
- Driving A
- Driving B
- Logic
- Driver IC
- Mechanical
- PDP Driving Principle
- PDP Driving Method
- PDP Manufacturing Process
- PDP Cost Structure
- PDP Material Costs
- Executive Summary
- PDP Manufacturing Cost
- Module Component Breakout
- Cost Reductions
- Cost Reductions
- Driver IC: 192, 256, 384-pin
- Driver IC: Dual Scan vs. Single Scan
- Driver IC: 42” 1366 × 768 vs. 1920 × 1080p
- Logic
- Cost: HD-1080p
- Glass
- Glass: Substrate Size
- Glass: Type (Non-Soda Lime, Soda-Lime)
- Glass: Thickness (1.8 mm, 2.8 mm)
- Glass: ITO
- PDP Yield
- Sales Profit
- Sales Profit (90% Utilization)
- 90% Utilization Advantage
- 2007 Panel Cost & Reduction Same for forecasted utilization & 90% utilization
- 2007 Module Cost && Reduction Same for forecasted utilization & 90% utilization
- Panel + Module Cost & Reduction Same for forecasted utilization & 90% utilization
- Cash Cost & Reduction
- Cash Cost & Reduction (90% Util)
- Manufactured Cost & Reduction
- Manufactured Cost & Reduction (90% Util)
- Module Price & Decline
- Cost Analysis Supply & Demand Based Utilization
- 37” HD 3up
- 37” 1080i 3up
- 42” ED 6up
- 42” HD 3up
- 42” HD 4up
- 42” HD 6up
- 42” 1080p 6up
- 42” HD 8up
- 42” HD 10up
- 50” HD 1up
- 50” 1080p 1up
- 50” HD 3up
- 50” HD 4up
- 50” HD 6up
- 50” 1080p 6up
- 50” 1080p Single Scan 6up
- 50” HD 8up
- 55” HD 1up
- 55” HD 2up
- 55” HD 6up
- 58” 1080p 2up
- 58” 1080p 3up
- 58” 1080p 6up
- 63” HD 1up
- 63” HD 2up
- 63” HD 3up
- 63” 1080p 1up
- 63” 1080p 2up
- 63” 1080p 3up
- 71” 1080p 1up
- 71” 1080p 2up
- 71” 1080p 3up
- 103” 1080p 1up
- Cost Analysis 90% Utilization
- 37” HD 3up
- 37” 1080i 3up
- 42” ED 6up
- 42” HD 3up
- 42” HD 4up
- 42” HD 6up
- 42” 1080p 6up
- 42” HD 8up
- 42” HD 10up
- 50” HD 1up
- 50” 1080p 1up
- 50” HD 3up
- 50” HD 4up
- 50” HD 6up
- 50” 1080p 6up
- 50” 1080p Single Scan 6up
- 50” HD 8up
- 55” HD 1up
- 55” HD 2up
- 55” HD 6up
- 58” 1080p 2up
- 58” 1080p 3up
- 58” 1080p 6up
- 63” HD 1up
- 63” HD 2up
- 63” HD 3up
- 63” 1080p 1up
- 63” 1080p 2up
- 63” 1080p 3up
- 71” 1080p 1up
- 71” 1080p 2up
- 71” 1080p 3up
- 103” 1080p 1up
