Region Manufacturer Samsung Factory SEC Chonan L 4

Region Manufacturer Samsung Factory SEC Chonan L 4 LTPS 鄂尔多斯 SEC Chonan L 5 SEC Chonan L 6 LTPS SEC Tangjong L 7 -1 SEC Tangjong L 7 -2 SEC Tangjong L 8 -1 SEC Tangjong L 8 -2 SDI A 1 SMD A 2 SMD A 3 SMD V 1 Pilot LGD Paju AP 2 LGD Gumi AP 3 LGP Kumi P 4 重庆 LGP Kumi P 5 HKC LGP Kumi P 6 LGP Paju P 7 LGD Paju P 8 LGD Paju P 9 LGD Paju E 3/E 4 China Korea 成都 LG MG Size Tech. Gen. 730 x 920 LTPS 4. 5 1100 x 1250 a-Si 5 1100 x 1300北京 a-Si 5 1100 x 1300 LTPS 5 1870 x 2200 a-Si 7 2200 x 2500 a-Si 8 730 x 920 OLED 4. 5 1300 x 1500 OLED 5. 5 1500 x 1850 OLED 6 信阳 2200 x 2500 OLED 南京 8 AIV-BEX 730 x 920 LTPS 4. 5 昆山 合肥 1500 x 1850 LTPS 6 武汉 1000 x 1200 a-Si苏州 5 1100 x 1250 a-Si 5 1500 x 1850 a-Si 6 1950 x 2250 a-Si 7 2200 x 2500 a-Si 8 2200 x 2500 Oxide 福州 8 广州 惠州 Shenchao 深圳 厦门 Factory MG Size Tech. Gen. BOE Beijing B 1 1100 x 1300 a-Si 5 BOE Chengdu B 2 730 x 920 a-Si 4. 5 BOE Hefei B 3 1500 x 1850 a-Si 6 Region Manufacturer MG Size Tech. BOE Beijing B 4 Factory 2200 x 2500 a-Si 8 BOE Hefei B 5 2200 x 2500 a-Si 8 AUO Hsinchu L 3 C 600 x 720 LTPS BOE Eerduosi B 6 1300 x 1500 OLED 5. 5 QDI Linkou L 3 D 620 x 750 LTPS BOE Chengdu B 7 1500 x 1850 LTPS 6 AFPD Singapore L 4 B 730 x 920 BOE Chongqing B 8 2200 x 2500 Oxide 8 AUO Lungtan L 5 A 1100 x 1250 a-Si BOE Hefei B 9 3370*2940 Oxide 10. 5 AUO Lungtan L 5 B 2200 x 2500 1100 x 1300 a-Si BOE Fuzhou B 10 Oxide 8 AUO Taichung L 5 C 2200 x 2500 1100 x 1300 a-Si TCL Shenzhen T 1 a-Si 8 QDI Linkou L 5 D 2200 x 2500 1100 x 1300 a-Si AUO CSOT TCL Shenzhen T 2 a-Si 8 AUO Taichung L 6 A 1500 x 1850 a-Si TCL Wuhan T 3 LTPS 6 TNM Chengdu 1 a-Si 4. 5 QDI Lungtan L 6 B 730 x 920 1500 x 1850 a-Si TNM Shanghai 1 LTPS+OLED a-Si 4. 5 AUO Tai. Chung L 7 A 730 x 920 1950 x 2250 TNM Wuhan 1 a-Si 4. 5 AUO Taichung L 7 B 730 x 920 1950 x 2250 a-Si SVA-NEC Shanghai Fab 1 1100 x 1300 a-Si 5 AUO Taichung L 8 A 2200 x 2500 a-Si China Tianma TNM Xiamen LTPS 1300 x 1500 LTPS+OLED 5. 5 AUO Taichung L 8 B 2200 x 2500 a-Si TNM Wuhan 2 1500 x 1850 LTPS 6 Taiwan CMO Tainan Fab 3 1100 x 1300 a-Si TNM Xiamen LTPS 2 1500 x 1850 LTPS 6 上海 CMO Tainan Fab 4 1300 x 1500 a-Si TNM Shanghai AMOLED 5. 5 Region Manufacturer Factory 1500 x 1800 MG Size CMO Tainan Fab 5 1100 x 1300 a-Si PND Nanjing 1 a-Si Tech. 6 SHP Taki CGS-B 730 x 920 LTPS PND Nanjing 2 IGZO 8 CEC Panda CMO Tainan Fab 6 2200 x 2500 1500 x 1850 a-Si SHP Kameyama 2 2160 x 2460 a-Si PND Chengdu 1 2200 x 2500 IGZO 8 CMO Tainan Fab 7 1950 x 2250 Innolux Sharp IVO INV Kunshan 1 1100 x 1300 a-Si 5 SHP Kameyama LTPS-C 1500 x 1850 CMO Kaohsiung Fab 8 2200 x 2500 LTPS a-Si Shen. Chao. Guang. Dian 1100 x 1300 a-Si 5 SHP Sakai 1 2880 x 3130 a-Si ILX Jhunan T 0 730 x 920 HKC Chongqing 2200 x 2500 a-Si 8 IPSA Himeji 1 2200 x 2500 ILX Jhunan T 1 1100 x 1300 a-Si Panasonic FVO Kunshan 1 AUO 1500 x 1800 LTPS 6 IPSA L 1 1500 x 1850 a-Si ILX Jhunan T 2 Samsung SEC Suzhou 1950 x 2250 a-Si 8 STL Higashiura LTPS 600 x 720 LTPS Japan LG CPT Lungtan L 1 A 2200 x 2500 730 x 920 a-Si LGD Guangzhou 1 a-Si 8 TTS Tottori Fab 6 680 x 880 a-Si CPT Lungtan L 1 B 730 x 920 CPT Truly Hui. Zhou OLED 4. 5 HIT Mobara V 3 #1 730 x 920 a-Si CPT Lungtan L 2 1300 x 1500 x 1850 Visionox VSX Kunshan OLED 5. 5 HIT Mobara V 3 LTPS 730 x 920 JDI EDO OLED LTPS 4. 5 Hann. Star Hehui Opto Shanghai 1 HSD Tainan Fab 1 730 x 920 1200 x 1300 a-Si AIV-BEX Xinyang OLED LTPS 4. 5 TMD-Ishikawa LTPS 730 x 920 Remark 　 　Gen. 　3. 5 建�中 4. 5 　 5 建�中 　5 　5 6 建�中 　6 　7 　7 　8 　 8 建�中 5. 5 建�中 Gen. 5 　 4. 5 　6 87 建�中 　6 8 　4. 5 10 建�中 85 　 6 　 3. 5 　4. 5 3. 5 4. 5 建�中 6 　4. 5 5 　4. 5 TOS Nomi G 5. 5 LTPS JDI IPSA L 1 LTPS 5. 5 6 Japan Korea Taiwan 1300 x 1500 x 1850 LTPS

大陆面板厂扩产计划 2014 -2018 glass / month input capacity 2015 JP mogan and company data

各地区面板行业产能占比 100% 90% 10 12 6 6 43 40 41 42 2007 2008 80% 70% 60% 9 11 11 10 8 8 7 6 6 5 6 11 15 17 20 23 36 34 31 31 29 27 27 46 44 38 50% 40% 30% 20% 47 48 49 48 46 46 2009 2010 2011 2012 2013 2014 10% 0% Korea 2015 JP mogan TW China Main. Land Japan 2015 E 2016 E 2018 年中国将超过 韩国，产能全 球第一

2014 Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Company Qualcomm Broadcom Media. Tek+Mstar AMD Avago+LSI Nvidia Marvell Hi. Silicon Xilinx Altera Novatek Spreadtrum Dialog Realtek Himax Cirrus Logic CSR Silicon Labs Mega. Chips IDT PMC-Sierra Microsemi Semtech Country US US Taiwan US Singapore US US China US US Taiwan China Europe Taiwan US Europe US Japan US US 2013($M) 2014($M) Yo. Y Main products 17, 211 19, 291 12% 主芯片 8, 219 8, 429 3% 主芯片 5, 723 7, 032 23% 主芯片 5, 299 5, 506 4% 主芯片 3, 843 4, 529 18% 模拟 3, 898 4, 382 12% 主芯片 3, 352 3, 733 11% 主芯片 2, 106 3, 220 53% 主芯片 2, 297 2, 428 6% FPGA 1, 732 1, 932 12% FPGA 1, 398 1, 784 28% 显示 1, 006 1, 340 33% 主芯片 903 1, 156 28% 模拟 951 1, 032 9% SOC 771 841 9% 显示 772 811 5% 音频&能源 961 775 -19% 通信 580 621 7% MCU 577 559 -3% ASIC 475 534 12% 模拟 508 526 4% 存储 433 522 21% ASIC 555 512 -8% 模拟&混合 24 Datang Semiconductor China 388 455 17% 信息安全 25 26 27 28 29 30 Phison Lantiq Richtek Nari Smart Chip Cavium Silicon Works Taiwan Europe Taiwan China US Korea 428 400 362 347 304 377 435 430 394 390 373 370 2% 8% 9% 12% 23% -2% 存储 宽带通信 模拟 电网 机顶盒 显示 全球 前30大 IC厂商

ICN 6001 BOE 18. 5 GOA 21. 5 FHD 验证通过 ICNC 65 华星定制， Sample out 大尺寸显示方案 – TV / Monitor / Notebook 一台 55寸 4 K电视 需要24颗Source、 PMU BOE量产 30余料 16颗Gate、 号，占大尺寸份额 50% 2颗TCON、 2颗PMU， 总计 35美金 ！ Driver ICN 9305 / ICN 9506在 32寸HD TV 量产

大尺寸显示技术路线 Tech. Area interface Color Depth Number of Max Channel Gate Driver TCON Embedded Driver Over-Driving 2015 2016 2017 m. LVDS P 2 P Max 3. 3 Gbps/lane P 2 P Max 6. 2 Gbps/lane Max 330 MHz for UHD(3840 x 2160) for FUHD(7680 x 4320) 8 Bit 10 Bit for Conventional For Quantum Dot LCD 1032 Channel 1200 Channel 1446 Channel 40 V 50 V OP. Voltage 1 Chip Solution 2 Chip Solution for HD TV/Tablet for FHD TV /Tablet. Over-Driving for adjusting color shift Secure Develop Plan

小尺寸显示技术路线 Tech. Area Resolution 2015 ITD FHD WQHD (Max 324 ppi) (Max 489 ppi) (Max 534 ppi) CABC MIPI 500 Mbps Add on ON-Cell Low Power AMOLED 2017 HD 720 Process IP 2016 90 nm 55 nm (HV with RAM) Color Enhancement 1/3 MIC Color Saturation Sharpness /MIPI 1 Gbps Sub Pixel Rendering ITD for In-Cell Zero Component Dynamic Frame Rate for IOT/Wearable Control for Oxide AMOLED For Watch For Smart phone For Virtual Reality Secure Develop Plan

连续三年成长超200%！ 年销售额 2. 5亿元 300 1. 7亿元 200 0. 5亿元 100 0. 13亿元 2012 2013 2014 2015 E