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FPD Supply and Demand and Capital Spending Research

FPD Supply and Demand and Capital Spending Research

Quarterly FPD Supply/Demand and Capital Spending Report
Frequency: Quarterly
File Format:

 

Comprehensive analysis of fab utilization and investments

The Quarterly FPD Supply/Demand and Capital Spending Report provides an in-depth look at the capacity, production and capital spending for the entire FPD supply chain. With quarterly coverage of over 150 industry participants, this report delivers the most current and complete view of fab activity. This report helps supply chain professionals

  • Deeply analyze supply chain trends starting at the individual fab level
  • Check panelization numbers and capacity availability for a given panel maker
  • Compare and contrast key supply and demand issues across the industry, in a single report
  • Perform competitive and industry benchmarking
  • Monitor key supply and demand metrics on a quarterly basis to evaluate opportunities and risks

Analysts

Charles Annis
Japan
Vice President, Manufacturing Research

Tracks and forecasts FPD investments, analyzing emerging technologies and PV research.

Jae-Hak Choi
Korea
Senior Analyst, FPD Manufacturing

An expert in flat panel display equipment and manufacturing technology.

Detailed Information

Data Covered

  • Data periods:
    • Rolling 13 quarters (one historical, plus current and eleven future)
    • Annual coverage periods, 2000 to present
  • Industry coverage of over 150 industry participants:
    • 30 TFT LCD makers including AUO, Epson, LG Display, Mitsubishi, Sony and Wintek
    • Over 25 color filter makers including AUO, Canon, Hitachi, LG Display and TPO
    • 35 LCD module makers such as Casio, Hisense, Konka, PrimeView and Sharp
    • 9 PDP makers such as Changhong, Hitachi, Orion, Samsung SDI and more
    • Over 15 AMOLED makers such as AUO, CPT, Kyocera, Sharp, TPO and more
    • Over 32 PMOLED makers such as Add-Vision, Delta Opto, Fuji Electric, Hyundai LCD, SMD and more
  • TFT LCD fab utilization with breakouts by substrates and area, per month by fab, maker, size, and region
  • Equipment forecasts of LCD array, color filter cell and modules, and PDP spending totals
  • TFT LCD array tool forecasts for units, revenue, ASP, and percentage of array total
  • TFT LCD financial analyses of CapEx, fundraising activities, debt to equity, and liability to equity
  • Analysis of profit margin by maker, modeled margin forecast and summaries
  • Capacity scenario analyses and long range forecasts for panel demand
  • Data tables covering TFT array and PDP capacity by substrates and area, supply vs. demand, equipment revenues, region, manufacturer, and more

Key Questions Answered

  • What is the current and forecasted capacity for specific companies and regions?
  • How is capacity and supply impacting pricing, investments and spending?
  • What are the fab utilization trends for specific makers, and how will this impact investment plans?
  • What quantities and which tools will be purchased throughout the forecast period?

Quarterly Delivery Schedule

Excel Data Tables – Week 15
PowerPoint Report – Week 16

Outline

  • Executive Summary
  • Methodology
  • Fab Activity
    • LCD Array, Cell & Module, including TFT LCD News & Information Analysis
    • Color Filter, PDP, OLED
  • TFT LCD Supply Analysis
    • Input and Realistic Capacity
  • TFT LCD Supply/Demand Analysis
  • Fab Utilization
  • TFT LCD Equipment Spending
    • Methodology and Forecast
  • TFT Capital Expenditures & Financing
  • Quarterly Financial and Investors Conference Summaries
  • Number of New TFT LCD Fabs Analysis

    Contact Us

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