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Quarterly Color Filter Report

Summary

Color filters, a key and costly panel component, are the subject of this quarterly DisplaySearch report. Stay current on industry and technology trends, actual shipment figures, pricing and revenue, fab activity and capacity, and supply/demand.

Inside and out

Inside the box information on pricing, sizes and shipments so you can make the decisions about:

  • Suppliers
  • Investment plans over time
  • Future pricing

Value chains show where LCD panel makers procure color filters for each line, quantifying the color filter supply chain and forecasting trends.

Analyst Information

Charles AnnisCharles Annis
Vice President, Manufacturing Research

Tadashi Uno
Director, Materials and Components Market Research

Recently Published

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Detailed Information

Data Covered
  • Rolling 13-quarter basis
Key Questions Answered
  • Where might possible supply shortages occur and how can I take advantage of them?
  • How will market oversupply affect pricing?
  • What are the latest technology trends for ink-jet, alternative patterning or resists?

Subscription Package

Duration: Annual
Frequency: Quarterly
Format:

Quarterly Delivery Schedule

Week 13

Outline

  1. Capacity
  2. Actual Shipments
    -Q4’06 Market Share
    -Q4’06 Value Chain and Forecast
  3. Supply/Demand
  4. Pricing & Revenue
  5. Inkjet & Alternative Patterning
  6. Miscellaneous
  7. Conclusion

Detailed Outline

  1. Capacity
    • DisplaySearch “Probability” Definitions
    • Color Filter Fab Activity
    • CF Changes vs. Previous Qtr
    • Comments on DNP
    • Comments on AMTC
    • STI (Sumitomo Chemical)
    • Comments on Merchant CF Makers
    • AMTC & STI Shutdowns Affect on Capacity
    • Long-Term CF Input Capacity
    • Q1’07 CF Watch List
    • Monthly Input Capacity By Supplier (000s)
    • CF Input Capacity: Kplates/Qtr
    • CF Capacity (000 m2) for All Makers
    • CF Capacity (% Share) for All Makers
    • CF Capacity by Line (000s substrates/Year)
    • CF Capacity by Line (000s substrates/mnth)
    • CF Capacity by Line (000s m2/Year)
    • CF Capacity by Line (000s m2/mnth)
    • Yielded CF Capacity 14.1” Equiv Output
    • 14.1” Equiv. Yielded Capacity by Gen
    • 14.1” Equiv. Capacity By Supplier
    • 14.1” Equiv. Capacity Share By Supplier
    • Internal vs. Merchant Share of Capacity
    • CF Capacity Share By Region
    • Capacity Summary
  1. Actual Shipments
     -Q4’06 Market Share
     -Q4’06 Value Chain and Forecast
    • Actual CF Shipments (14.1” Equiv.)
    • Q4’04 # Q4’06 Actual Share (14.1” Equiv.)
    • Internal vs External Actual Shipments
    • Actual Merchant Share By Supplier
    • Q4’06 CF Supply Chain By Fab
    • Q4’06 CF Supply Chain By Supplier
    • Value Chain Changes vs. Last Quarter
    • Regional Value Chain Analysis (Total)
    • Regional Value Chain Analysis (merchant share)
    • Future Value Chain Assumptions
    • Actual Shipment Summary
  1. Supply/Demand
    • Yielded CF Supply/Demand
    • CF Supply/Demand Sensitivity Analysis
    • CF Sup/Dem Affect of AMTC & STI Analysis
    • TFT vs. Unyielded CF Capacity (KSheets)
    • TFT vs. Unyielded CF Capacity (%)
    • Long Range Array vs. CF m2 Capacity
    • CF Supply Demand Summary
  1. Pricing & Revenue
    • Color Filter Price Trends
    • Price Changes vs. Q4 Forecast
    • 42” G7 Price Assumptions by Maker Type
    • Color Filter Revenue Forecast
    • Revenue Forecast by Quarter
    • Revenue Forecast & Upside Potential
    • Pricing & Revenue Summary
  1. Inkjet & Alternative Patterning
    • DNS Alternative Exposure (DF-2200G)
    • Ink Jet Status & Future Opportunities
    • CF RGB Inkjet Manufacturing Challenges
    • Inkjet Summary
  1. Miscellaneous
    • Rumor Mill
    • Black Matrix
    • Chromium Black Matrix
    • Black Matrix Material Forecast (Annual)
    • Black Matrix Material Forecast (mnthly/qtr)
  1. Conclusion
    • Conclusion
Equipmet and Materials

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