Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis...

20
Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX [email protected] Displaybank’s Component Division TEL : +82-31-704-7188 (124) | FAX : +82-31-704-7187 URL : www.displaybank.com Nov. 2008

Transcript of Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis...

Page 1: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

TFT-LCD Material Analysis 2009: INDEX

[email protected]

Displaybank’s Component DivisionTEL : +82-31-704-7188 (124) | FAX : +82-31-704-7187

URL : www.displaybank.com

Nov. 2008

Page 2: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. Phosphoric acid based Etchant

1.3. Nitric acid based Etchant

1.4. Peroxide based Etchant

1.5. Others (Oxalic, Sulphuric, Hydrochloric)

1.6. Process

2. Demand Trends and Forecasts

2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.2. Demand Trend and Forecasts by Panel Maker

3. Demand Trends and Forecasts by SEC’s Line

3.1. Phosphoric acid based Etchant

3.2. Nitric & Sulphuric acid based Etchant

3.3. Overall

Etchant

Page 3: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Etchant 4. Demand Trends and Forecasts by LPL’s Line

4.1. Phosphoric acid based Etchant4.2. Nitric acid based Etchant4.3. Peroxide based Etchant4.4. Others4.5. Overall

5. Demand Trends and Forecasts by AUO’s Line5.1. Phosphoric acid based Etchant

5.2. Nitric & Sulphuric acid based Etchant5.3. Others5.4. Overall

6. Demand Trends and Forecasts by CMO’s Line6.1. Phosphoric acid based Etchant

6.2. Nitric acid based Etchant6.3. Others6.4. Overall

7. Demand Trends and Forecasts by Line7.1. Korea

7.2. Taiwan

7.3. Japan

7.4. Others

Page 4: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Etchant8. Supply Status & Price Trend

8.1. Supply Chain

8.2. Market Share

8.3. Supply Status in Korea

8.4. Price Trend

9. Issue

9.1. Cu Electrode

9.2. Tact Time & Life Time

9.3. Processing Unit Trends

Page 5: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. Gas Introduction

2. Demand Trends and Forecasts2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.3. Demand Trend and Forecasts by Panel Maker

3. NF33.1. Demand Trend and Forecasts

3.2. Demand Trend and Forecasts by Region

3.3. Demand Trend and Forecasts by Panel Maker

4. SiH44.1. Demand Trend and Forecasts

4.2. Demand Trend and Forecasts by Region

4.3. Demand Trend and Forecasts by Panel Maker

5. NH35.1. Demand Trend and Forecasts

5.2. Demand Trend and Forecasts by Region

5.3. Demand Trend and Forecasts by Panel Maker

Gas

Page 6: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Gas

6. SF6

6.1. Demand Trend and Forecasts

6.2. Demand Trend and Forecasts by Region

6.3. Demand Trend and Forecasts by Panel Maker

7. Supply Status & Price Trend

7.1. Supply Chain

7.2. Supply Status in Korea

7.3. Price Trend

8. Issue

8.1. F2 Gas

8.2. NH3 Capa Expansion

8.3. SiH4 Gas

Page 7: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. CF Component and Major Process

1.3. RGB Fabrication

1.4. Colorresist

1.5. Composition of Colorresist

2. Demand Trends and Forecasts

2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.3. In-house/CF Demand Trend and Forecasts

2.4. Demand Trend and Forecasts by Generation

2.5. Demand Trend and Forecasts by Panel Maker

2.6. ~G4 Demand Trend & Forecasts by Panel Maker

2.7. G5 Demand Trend & Forecasts by Panel Maker

2.8. G6 Demand Trend & Forecasts by Panel Maker

2.9. G7 Demand Trend & Forecasts by Panel Maker

2.10. G8~ Demand Trend & Forecasts by Panel Maker

Colorresist

Page 8: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Colorresist

3. Demand Trends and Forecasts by Line

3.1. SEC’s Line

3.2. LGD’s Line

3.3. AUO’s Line

3.4. CMO’s Line

3.5. TPN’s Line

3.6. DNP’s Line

3.7. Others

4. Supply Status & Price Trend

4.1. Supply Chain

4.2. Market Share

4.3. Supply Status in Korea

4.4. Price Trend

5. Issue

5.1. Off-Set Printing

5.2. Ink Jet Printing

Page 9: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. Black Matrix

1.3. Resin BM

1.4. Composition of Resin BM

2. Demand Trends and Forecasts

2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.3. In-house/CF Demand Trend and Forecasts

2.4. Demand Trend and Forecasts by Generation

2.5. Demand Trend and Forecasts by Panel Maker

2.6. G5 Demand Trend & Forecasts by Panel Maker

2.7. G6 Demand Trend & Forecasts by Panel Maker

2.8. G7 Demand Trend & Forecasts by Panel Maker

2.9. G8~ Demand Trend & Forecasts by Panel Maker

Resin BM

Page 10: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Resin BM

3. Demand Trends and Forecasts by Line3.1. SEC’s Line

3.2. LGD’s Line

3.3. AUO’s Line

3.4. CMO’s Line

3.5. TPN’s Line

3.6. DNP’s Line

3.7. Others

4. Supply Status & Price Trend4.1. Supply Chain

4.2. Market Share

4.3. Supply Status in Korea

4.4. Price Trend

5. Issue5.1. Off-Set Printing

5.2. Ink Jet Printing

Page 11: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. Overcoat

2. Demand Trends and Forecasts

2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.3. In-house/CF Demand Trend and Forecasts

2.4. Demand Trend and Forecasts by Generation

2.5. Demand Trend and Forecasts by Panel Maker

2.6. G5 Demand Trend & Forecasts by Panel Maker

2.7. G6 Demand Trend & Forecasts by Panel Maker

2.8. G7 Demand Trend & Forecasts by Panel Maker

2.9. G8~ Demand Trend & Forecasts by Panel Maker

Overcoat

Page 12: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Overcoat

3. Demand Trends and Forecasts by Line3.1. SEC’s Line

3.2. LGD’s Line

3.3. AUO’s Line

3.4. CMO’s Line

3.5. TPN’s Line

3.6. DNP’s Line

3.7. Others

4. Supply Status & Price Trend4.1. Supply Chain

4.2. Market Share

4.3. Supply Status in Korea

4.4. Price Trend

5. Issue5.1. Off-Set Printing

5.2. Ink Jet Printing

Page 13: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. Photo Spacer

2. Demand Trends and Forecasts

2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.3. In-house/CF Demand Trend and Forecasts

2.4. Demand Trend and Forecasts by Generation

2.5. Demand Trend and Forecasts by Panel Maker

2.6. G5 Demand Trend & Forecasts by Panel Maker

2.7. G6 Demand Trend & Forecasts by Panel Maker

2.8. G7 Demand Trend & Forecasts by Panel Maker

2.9. G8~ Demand Trend & Forecasts by Panel Maker

Photo Spacer

Page 14: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Photo Spacer

3. Demand Trends and Forecasts by Line3.1. SEC’s Line

3.2. LGD’s Line

3.3. AUO’s Line

3.4. CMO’s Line

3.5. TPN’s Line

3.6. DNP’s Line

3.7. Others

4. Supply Status & Price Trend4.1. Supply Chain

4.2. Market Share

4.3. Supply Status in Korea

4.4. Price Trend

5. Issue5.1. Off-Set Printing

5.2. Ink Jet Printing

Page 15: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. Photoresist

2. Demand Trends and Forecasts

2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.3. Demand Trend and Forecasts by Panel Maker

3. Demand Trends and Forecasts by Line

3.1. SEC’s Line

3.2. LGD’s Line

3.3. AUO’s Line

3.4. CMO’s Line

3.5. Sharp’s Line

3.6. Others

Photoresist

Page 16: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Photoresist

4. Supply Status & Price Trend

4.1. Supply Chain

4.2. Market Share

4.3. Supply Status in Korea

5. Issue

5.1. Organic Insulator

5.2. Passivation & Gate Insulator

5.3. Trench Gate Process

5.4. Step Gate Process

5.5. Nano Imprint

5.6. LDI

5.7. non Sputtering Method

Page 17: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview

1.2. Process

2. Demand Trends and Forecasts

2.1. Demand Trend and Forecasts

2.2. Demand Trend and Forecasts by Region

2.2. Demand Trend and Forecasts by Panel Maker

3. Demand Trends and Forecasts by Line

3.1. SEC’s Line

3.2. LGD’s Line

3.3. AUO’s Line

3.4. CMO’s Line

3.5. Sharp’s Line

3.6. Others

Stripper

Page 18: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Stripper

4. Supply Status & Price Trend

4.1. Supply Chain

4.2. Market Share

4.3. Supply Status in Korea

4.4. Price Trend

5. Issue

5.1. Processing Unit Trend - G5

5.2. Processing Unit Trend - G6

5.3. Processing Unit Trend - G7

Page 19: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

1. Introduction

1.1. Overview1.2. Developer1.3. Process

2. Demand Trends and Forecasts (TFT Process)2.1. Demand Trend and Forecasts2.2. Demand Trend and Forecasts by Region2.2. Demand Trend and Forecasts by Panel Maker

3. Demand Trends and Forecasts (CF Process)3.1. Demand Trend and Forecasts3.2. Demand Trend and Forecasts by Region3.2. Demand Trend and Forecasts by Panel Maker

4. Demand Trends and Forecasts by TFT line4.1. SEC’s Line

4.2. LPL’s Line4.3. AUO’s Line4.4. CMO’s Line4.5. Others

Developer

Page 20: Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved. Cconfidential TFT-LCD Material Analysis 2009: INDEX doo@displaybank.com Displaybank’s Component.

Copyright © 2008 Displaybank Co., Ltd. All Rights Reserved.Cconfidential

Developer

5. Demand Trends and Forecasts by CF Line5.1. SEC’s Line

5.2. LPL’s Line5.3. AUO & CMO’s Line5.4. Toppan’s Line5.5. DNP’s Line5.6. Others

6. Supply Status & Price Trend6.1. Supply Chain6.2. Market Share6.3. Supply Status in Korea6.4. Price Trend