2020 mi introduction kit · • market update • price and forecast ... display driver ic supply...

20 January 2020 | ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.

2020 MI Introduction Kit

© 2017, TrendForce, All Rights Reserved

Jan, 2020

www.ledinside.com www.energytrend.com www.topology.com.twwww.trendforce.com.tw www.dramexchange.com

Contact us at : [email protected]

[email protected]

mailto:[email protected]

mailto:[email protected]

20 January 2020 | ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.

1About TrendForce-WitsView

2

• General Overview

• Customer Alumni

Market Intelligence Coverage

• Research Coverage

• Report Introduction

CONTENTS

© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui

General Overview

page3

２０００

DRAM, NAND Flash, PCs,

servers, mobile devices and

smartphones

２００４

Display technologies, touchscreen

solutions, LCD supply chain, end

application/product markets

(notebooks, tablets, TVs and

monitors)

２００７

LED supply chain (materials,

equipment, chips, packages and

end products), LED lighting

market, micro-LED and other

application markets

２０１０

Industry and market trends

related to photovoltaics, lithium

batteries, energy storage

solutions, plug-in vehicles and

other green energy products

２０１５

Covers structural trends of major

technology industries in Greater

China and other regional markets

with special focus on

semiconductors, optoelectronics,

telecommunication services, IA and

other emerging technologies

TrendForce is a globally respected research

organization that provides in-depth market analyses

and industry consultations.


Customer Alumni

page4

Upstream Component

• Component makers

Panel Industry

• Panel makers

Supply Chain &

Downstream Market

• System Integrators

• Channel vendors

• Brand manufacturers

Finance / Banking

• Investment firms

• Government Orgs.

We serve our Upstream

customers with timely panel

industry information, helping

them catch the latest market

trends.

Our comprehensive research

and market insights allow our

panel maker clients to make

informed marketing decisions,

and respond promptly to the

changing market dynamics.

With a wide range of vital data

from WitsView, Panel Market

Followers and Players could

easily get well managed of their

business and deploy a feasible

strategy.


WitsView General Overview

page5

The WitsView Intelligence Service is designed to serve as an

invaluable database for clients, providing detailed market,

financial and end product data at the simple click of a mouse.

Focusing on TV, Notebook, Monitor, Tablet

and Mobile, subjects such as price, shipment,

capacity, financial information, cost analysis, sufficiency

and competitiveness are fully addressed. In addition, our

concise and easy-to-digest data presentation helps clients get

rid of the unnecessary hassles, and analyze the relevant data

in a focused and wisely manner.

For more about details, please visit www.witsview.com

Launched in late 2004, WitsView Intelligence conducts a bottom-up market research in the form of

data, graphs, or reports for technology companies and the investment community to read from.

http://www.witsview.com/


Market Intelligence Coverage

page6

Upstream

Component

Panel

Industry

Supply Chain

Downstream

MarketSmartphone

Industry

Financial

Statement

& Database

• Market Update

• Price Tracker

• Cost Breakdown

• Market Update

• Price and Forecast

• Panel Shipment

• Sufficiency Analysis

• Capacity • Supply Chain Tracker

• Market Update

• Street Price

• Brand Shipment

• Long term shipment

• Market Update

• Price Tracker

• Capacity

• Panel Shipment

• Cost Breakdown

• Financial Result

• Historical Data

WitsView

Market

Intelligence


Market Intelligence Report Introduction

page7

Upstream Component

01. Quarterly Key Component Market Update

17. Quarterly Key Component Price Tracker

26. Quarterly Monitor& LCD TV Panel Cost & Breakdown

27. Quarterly Notebook & Tablet Panel Cost & Breakdown

Frequency Format Application

Quarterly

Quarterly

Quarterly

Quarterly

PDF

Excel

& PDF

Excel

& PDF

Excel

& PDF

TV, NB,

MNT,TB

TV, NB,

MNT,TB

TV, MNT

NB,TB

(Market Update, Status Quo)

(Glass Substrate, CF, Diver IC, Backlight, Polarizer)

(Panel Cost, Material Cost by size and Gen.)

(Panel Cost, Material Cost by size and Gen.)

Items

(NB=Notebook; MNT=Monitor; TB=Tablet)

29. Display Driver IC Supply Chain & Market Status

(Display Driver IC Market Trends, Supply Chain Update, Price

and Cost Analysis )

PDFTV, NB,

MNT,TBQuarterly

28. New Display Technology Cost Analysis Report

(OLED / Mini LED Panel Cost, New Technology Update)Quarterly

Excel

& PDF

TV, NB,

MNT,TB



page8

Panel Industry (1)

02. Quarterly Panel Industry Market Update

07. Monthly Panel Price Forecast

10. Monthly Panel Shipment Tracker


Quarterly

Monthly

Monthly

PDF

Excel

Excel

& PDF

TV, NB,

MNT,TB

TV, MNT

NB,TB


( One-year Forecast Price by size, Average Price only)

(Panel Shipment by panel maker, area, and Forecast)

Items


05+. Monthly Panel Price Book Plus & Market Status Update 5th ,20th

/Monthly Excel

& PDF

TV, NB,

MNT(Price by “REGION” and size, with High, Low, Ave. Price,

New Models Added)



page9

Panel Industry (2)

S3. Monthly Panel Supplier Utilization Operation Tracker


Quarterly

Monthly Excel

TV, NB,

MNT,TB

TV, MNT(Available Capacity, Glass input, Utilization by Makers )

Items


Excel

& PDF

22. Quarterly Sufficiency Analysis Report

(Breakdown by size and area, Supply-demand glut ratio)

23. Quarterly Panel Capacity Status ReportQuarterly

Excel

& PDF

TV, NB,

MNT,TB(Fab lineup, Forthcoming Capacity, Generation Transition, etc.)



page10

Downstream Market (1)

03. Quarterly TV Industry Market Update

08. Monthly Street Price Book

12. Monthly Monitor System Integrator Shipment Tracker

13. Monthly Branded Monitor Shipment Tracker

14. Quarterly LCD TV System Integrator Shipment Tracker


Quarterly

Monthly

Monthly

Monthly

Monthly

PDF

Excel

Excel

& PDF

Excel

& PDF

Excel

& PDF

TV

TV, MNT

MNT

MNT

TV


(Street Price with High, Low Avg. by size)

(Shipment ranking, Unit by size, vender Ratio, etc.)

(Shipment by size, brand, supply chain, etc.)

(Unit, market share, breakdown by size, etc.)

Items




page11

Downstream Market (2)

15. Monthly Branded LCD TV Shipment Tracker

16. Monthly Notebook Brands & ODM Shipment Tracker

S6. Quarterly Long-term Shipment Forecast

T2. Quarterly IT Industry Market Update

T5. Quarterly Branded Tablet Shipment Tracker


Monthly

Quarterly

Excel

PDF

Excel

& PDF

TV

NB

MNT, NB,

TB

TB

(Branded shipment by size, market share, etc. )

(ODM Shipment, Branded shipment, etc.)

(Long term Set by size, resolution, area)


(Branded shipment, shipment share by size, etc.)

Items


Quarterly

Quarterly

Quarterly

TV, NB,

MNT,TB,

Mobile

Excel

& PDF

Excel

& PDF



page12

Smartphone Panel Industry

M1. Quarterly Smartphone Market Status Update

M2. Quarterly Smartphone Panel Shipment Tracker

M3. Quarterly LTPS Capacity Status Report

M4. Monthly Smartphone Panel Price Book and Forecast

M5. Quarterly Smartphone Panel Cost Breakdown


Quarterly

Quarterly

Quarterly

Monthly

Quarterly

PDF

Excel

& PDF

Excel

& PDF

Excel

& PDF

Excel

& PDF

Mobile

Mobile

Mobile

Mobile

(Mobile Display Market Update, Status Quo)

(Street Price with High, Low Avg. by size)

(Shipment ranking, Unit by size, vender Ratio, etc.)

(Shipment by size, brand, supply chain, etc.)

(Unit, market share, breakdown by size, etc.)

Items


S5. Smartphone Market Decode

(Smartphone Industry Market Status)Quarterly

Mobile

MobileExcel

& PDF



page13

Supply Chain

S1. Monthly LCD TV Panel Supply Chain Tracker

S2. Monthly Notebook Panel Supply Chain Tracker

S4. Monthly Monitor Panel Chain Tracker


Monthly

Monthly

Monthly

Excel

Excel

Excel

TV

NB

MNT

(Supply demands by vendors, etc.)



Items




page14

Data Base

24. Quarterly Financial Result Report

H1. Historical Panel Shipment Pivot

H2. Historical Monitor System Integrator Shipment Pivot

H3. Historical Monitor Branded Shipment Pivot

H4. Historical Price Data (Panel Price & Street Price)


Quarterly

Quarterly

Excel

Excel

Excel

--

MNT

Items


Quarterly

Quarterly

Quarterly

MNT

Excel

Excel

TV, NB,

MNT,TB,

Mobile

TV, NB,

MNT,TB,

Mobile

© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhuiwww.ledinside.com www.energytrend.com www.topology.com.twwww.trendforce.com.tw

Vivie Liu

+886-2-89786488 ext. 923

[email protected]

Thank you.If you have any question, please contact us at :

CONTACTS

https://www.dramexchange.com/


TrendForce & TRIResearch Areas Sales & Services

-DRAM, NAND Flash, Foundry

Latte Chung

+886-2-89786488 ext. 817

[email protected]

-LED, Lighting, Micro-LED

Joanne Wu

+886-2-89786488 ext. 912

[email protected]

-Communication & Broadband, Consumer Electronics, Innovative

Technological Applications, Automotive, Industry 4.0, Digital

Economy, Biotechnology, Gov. & Ent.

Members Hotline

+886-2-89786488 ext. 612 [email protected]

page16

- TFT-LCD、OLED、Mobile 、Tablet、NB、Monitor、TV

Vivie Liu

+886-2-89786488 ext. 923

[email protected]

-PV, Battery

Melissa Ye

+886-2-89786488 ext. 823

[email protected]

IC

Memory

Display PanelLED

Smartphones & Apps

Consumer Electronics

Green Energy

Innovative Technology

Cloud Computing& IoT

Intelligent Living

Robots & UAVs

Digital Economy

Gov. & Ent. Consulting Service

Automotive Technology

Biotechnology & Medicine

Industry 4.0

AI

Communication, Broadband &Networking

Inquiries & Consultation

Jack Yang

+886-2-89786488 ext. 731 [email protected]

2020 mi introduction kit · • market update • price and forecast ... display driver ic supply...

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