Flat Panel Displays
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Transcript of Flat Panel Displays
Flat Panel DisplaysFlat Panel Displays
Jeffrey HartJeffrey HartIndiana UniversityIndiana University
Conference on Globalization and Conference on Globalization and InnovationInnovation
April 21, 2006April 21, 2006
Contact InformationContact Information
Jeffrey Hart, Dept. of Political Jeffrey Hart, Dept. of Political Science, Indiana University, Science, Indiana University, Bloomington, IN 47405Bloomington, IN 47405
Tel: (812) 855-9002Tel: (812) 855-9002 Email: Email: [email protected]@indiana.edu Web: Web: http://mypage.iu.edu/~hartjhttp://mypage.iu.edu/~hartj Flat panel web site: Flat panel web site:
http://php.indiana.edu/~hartj/FlatPanhttp://php.indiana.edu/~hartj/FlatPanl/fpdindex.html/fpdindex.htm
Flat Panel Display IndustryFlat Panel Display Industry
Major Flat Technology SegmentsMajor Flat Technology Segments Thin Film Transistor (TFT) Liquid Crystal Thin Film Transistor (TFT) Liquid Crystal
Displays (LCDs)Displays (LCDs) Single Twist Nematic (STN) Liquid Crystal Single Twist Nematic (STN) Liquid Crystal
Displays (also called passive LCDs)Displays (also called passive LCDs) Plasma Display Panels (PDPs)Plasma Display Panels (PDPs) Organic Light Emitting Displays (OLEDs)Organic Light Emitting Displays (OLEDs)
Competing TechnologiesCompeting Technologies Cathode Ray Tubes (CRTs)Cathode Ray Tubes (CRTs) Projection DisplaysProjection Displays
Growth of FPD Revenues (in Growth of FPD Revenues (in Billions of Current Dollars), Billions of Current Dollars),
1990-20061990-2006
Source: DisplaySearch.
Share of FDP Market by Share of FDP Market by Technology, 2005Technology, 2005
TFT,AMOLED
PDP
Passive LCD
Microdisplays
Passive OLED
Other
Source: DisplaySearch.
TFT-LCDTFT-LCD
Seven Generations of Glass Seven Generations of Glass SubstratesSubstrates
Source: Corning Glass.
66thth Generation TFT-LCD Fab Generation TFT-LCD Fab
Source: AUO.
Production Shares of TFT-LCDs Production Shares of TFT-LCDs by Country, 1993-2003, in by Country, 1993-2003, in
percentagespercentages
Source: Murtha, Lenway, and Hart, Managing New Industry Creation, andupdated by authors.
Major TFT-LCD Manufacturers, Major TFT-LCD Manufacturers, 20062006
JapanJapan KoreaKorea TaiwanTaiwan USUS ChinaChina
SharpSharp SamsunSamsungg
LG-LG-PhilipsPhilips
S-LCDS-LCD
AUOAUO
CMOCMO
HannStHannStarar
QuantaQuanta
CPTCPT
nonenone BOEBOE
SVASVA
Representative Geographic Representative Geographic Distribution of TFT-LCD Tool Distribution of TFT-LCD Tool and Glass Suppliers, 2006and Glass Suppliers, 2006
W.EurW.Eur..
JapanJapan KoreaKorea TaiwaTaiwann
USUS ChinaChina
UnaxisUnaxis CanonCanon
NikonNikonShimadzShimadzuu
Tokyo Tokyo ElectronElectron
AKTAKTPhoton Photon DynamicDynamicss
SchottSchott AsahiAsahi
NEGNEG
SamsunSamsung-g-CorningCorning
CorninCorningg
tools
glass
R&D Aspects of the IndustryR&D Aspects of the Industry The industry is highly research-intensiveThe industry is highly research-intensive Types of research requiredTypes of research required
Current and alternative display technologiesCurrent and alternative display technologies Current-generation production techniquesCurrent-generation production techniques Next-generation production techniquesNext-generation production techniques
Need to secure intellectual property Need to secure intellectual property rights (IPRs) for both product and rights (IPRs) for both product and process technologiesprocess technologies
Research Moves with Research Moves with Investment and ProductionInvestment and Production
General movement of investment and General movement of investment and production from Japan to Korea to Taiwan production from Japan to Korea to Taiwan and now to Chinaand now to China
R&D intensity of firms increases with each R&D intensity of firms increases with each move move
Participation of scientists and engineers in Participation of scientists and engineers in international meetings from new countriesinternational meetings from new countries
Increased patenting, licensing, and cross-Increased patenting, licensing, and cross-licensing activity accompanies movement licensing activity accompanies movement of productionof production
R&D Intensity of Display Firms R&D Intensity of Display Firms and Suppliers, 2005and Suppliers, 2005
FirmFirm IntensityIntensity
SharpSharp 14.314.3
Samsung Samsung ElectronicElectronicss
18.818.8
LG.PhilipsLG.Philips 51.751.7
AUOAUO 51.751.7
CPTCPT 24.324.3
CMOCMO 52.752.7
CorningCorning 31.431.4
CPT’s parent firm CPT’s parent firm Tatung has R&D Tatung has R&D intensity of 9.5intensity of 9.5
LG Electronics has LG Electronics has R&D intensity of R&D intensity of 16.816.8
Source: UK Dept. of Trade and Industry,The 2005 R&D Scorecard , Vol. 2, Company Data, 2005.
US LCD Patents by Firm, 2000-US LCD Patents by Firm, 2000-20042004
20002000 20012001 20022002 20032003 20042004
SharpSharp 9292 6969 6363 5555 4444
IBMIBM 1818 2222 1111 3434 2222LG.PhillipLG.Phillipss
44 2121 5959 114114 159159
SamsunSamsungg
1717 2626 1414 4343 5050
Chi Chi MeiMei
00 00 44 44 1414
HannStarHannStar 00 00 11 66 2222
Source: http://www.uspto.gov/go/taf/tecasg/349_tor.htm
Surnames of Elected Fellows of Surnames of Elected Fellows of the Society for Information Displaythe Society for Information Display
0
5
10
15
20
25
1963-69
1970-79
1980-89
1990-99
2000-05
US or European Japanese Chinese
Surnames
Source: SID
ConclusionsConclusions
R&D activity follows investment and R&D activity follows investment and production in this industryproduction in this industry
There is a lag with respect to top level There is a lag with respect to top level R&D and protection of intellectual R&D and protection of intellectual property in latecomer countries (E. property in latecomer countries (E. Asian tradition of not protecting IPRs Asian tradition of not protecting IPRs eroding?)eroding?)
Big question is whether China will Big question is whether China will follow the pattern of Korea and Taiwanfollow the pattern of Korea and Taiwan