2007-10-12

ADV.韓國顯示器產業協會(KDIA)活動開始,已確定八代標準化

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Displaybank's Taiwan FPD Conference
2008年LCD面板供需展望 : 第一季供過於求,從第二季開始面臨短缺的疑慮

Displaybank根據最近研究,2008年大型面板供需預測,第一季是淡季供應顯為穩定,但第二季開始將出現緊俏的現象。明年大型面板需求方面,預計液晶監視器需要約2億片,筆電需求有1億3千萬片,液晶電視則達1億6百萬片的需求量,明年大型面板需求大致高漲,預計比2007年將成長18% 若以面積換算面板總需求,主因於2008年大型面板應用市場的需求成長與平均畫面大小逐漸擴大,2007年面板總需求面積為5,100萬平方米, 2008年將成長約28%,增加至6,500萬平方米。液晶電視市場主要由40吋以上的市場需求帶動其市場成長,2007年40吋以上的市場需求達到 2,000萬台, 2008年預測到3,200萬台, 佔總液晶電視需求之三成。隨著大型畫面需求的不斷擴大下,Displaybank預測2008年每三台液晶電視中有一台的畫面將超過40吋。

2008年大型面板供需展望-季別 (單位: Msqm)

由Dispalybank與IEK共同主辦的「The 1st FPD Conference of Displaybank and IEK in Taiwan」將於10月18日在台北國際會議中心召開, 展望面板長期供需及分析產業發展趨勢。

FPD Conference的主要內容為如下 :
- 台灣企業最為關心的韓國Display產業的動向及分析
- 將急速成長的LCD需求及供需市場分析
- SONY和TCL的LCD TV市場及產品戰略
- 訴求降低成本,提高性能的零組件產業現況及展望
- 2008年受到注目的AMOLED和Flexible Display的產品及技術動向


* 現場備有中英文同步翻譯 * 

Time Presentation Topics Speakers

08:50~09:00

Opening

Keynote Address : Worldwide Display Industry Trends & Forecasts

09:00~09:30

The Competition & Direction of Flat Panel Display Devices
- Chaos of Growth and Competition
- Manufacturers Movement by Country
- Key Survival Factors
- Latest Trend of Korea FPD industry (KDIA)

Displaybank
(Peter Kwon,
CEO)

09:30~10:00

The Bigger, the Better? - A Myth or a Delusion
- Analysis of Taiwan Display Industry Issues
- Analysis of Parts/Components market in Taiwan
- Taiwan Display Industry Forecasts & Issues for 2008

IEK/ITRI
(T.C.Tu,
G. Director)

10:00~10:10

Break Time

Session 1 : LCD Market Outlook "2008 LCD Market will be Over Supply or Shortage?"

The 2007 market evaluated by leading enterprises leading the FPD industry and research institutes, an analysis of major factors driving demand growth and supply investment strategies through the market evaluation are provided in this session. Also included are those companies' key product strategies for 2008.

10:10~10:40

The way to Smart Industry & LPL Strategy
- The way to Smart Industry & LPL Strategy
- Next step into the Future

LG.Philips LCD
Taiwan
(Steven Ahn, President)

10:40~11:10

2008 LCD TV Market and Product Prospect
- LCD TV Market Perspective
- Briefing of 2008 LCD TV Product Technology

CMO
(Li-Yi Chen,
Head Director,
LCD TV Business)

11:10~11:40

The Challenge for 40" & Larger TV Market 
- 2007 IFA Perspective
- Key Drivers for 40" & Larger TV
- 40" & Larger TV Demand and Price Outlook
- 50" & Larger TV can be the Mainstream
- Future CAPEX for 40"&Larger

Displaybank
(Kenny Kim,
Executive VP)

11:40~12:00

Panel Discussion
- LCD Market Forecast in 2008 focusing on Supply/Demand
- Which size will be main display in Large FPD TV Market?
- LCD Business Strategies by Maker & by Country

12:00~13:00

Lunch Time

Session 2: FPD TV Market Outlook & Corporate Strategy

This session is to forecast evaluation of the TV market leading growth in the LCD industry based on 2007 market analysis, 2008 market forecasts and product strategies proposed by Taiwanese LCD panel manufacturers' biggest customers, namely global TV vendors.

13:00~13:30

FTV Market Evaluation and Sony's Strategy
- Review for latest forecast & evaluation on FTV market
- Sony's Direction & Strategy to achieve No. 1 player as TV brand.
- Proposal for structural change LCD Panel industry

Sony
(Kazuhiko Komada,
G. Manager)

13:30~14:00

TV industry in Mainland China & The Natural Light LCD-TV Technology
- The status of TV Industry in Mainland China
- The Natural Light LCD-TV Technology
  (1) The TCL's circular polarized LCD-TV Technology
  (2) The TCL's Dynamic backlight technology

TCL
(Dr. Xiaolin Yan,
President)

14:00~14:20

Break Time

Session 3 : Component/Material Market & Technology Trend for Cost Reduction

The parts and materials market is also on a growth phase riding on the upward trend in the LCD industry, but, a steady decline in prices has forced parts and materials suppliers to be locked. This session attempts to analyze parts and materials industry issues for Taiwan, as well as giving an opportunity to share related companies' market forecasts and business strategies.

14:20~14:50

The Latest Trends in TFT-LCD Glass Substrates
- Market Trends
- Substrates for high performance displays
- Substrate requiements
- Emerging Technologies

Corning Display Technologies
Taiwan 
(Dr. David Chen,
Director)

14:50~15:20

LCD Optical Film Development Status & Market Prospect
- Analysis about the functional requirement of optical film for BLU
- Analysis about multi-functional prism sheet & other technical trend
- What's the first order of technology for cost-down and function improvement?

Mirae Nanotech
(Andy Choi,
Managing
Director,
Marketing
Division)

15:20~15:50

Market & Technical Trends of LED BLU
- Introduction
- Markets
- Technology Trends
- Technology Issues
- Technology Issue of Applications
- R&D Status at Samsung EM

Samsung
Electro-Mechanics
(Hunjoo Hahm, 
Principal Engineer) 

15:50~16:10

Break Time

Session 4 : Emerging Display Market Trend & Future Outlook

This session analyzes forecasts for market invasion products and technology of AMOLED, which is expected to achieve amazing growth for 2008, and also investigates issues for the Flexible Display market and Touch Panel Display market, which are emerging as new sectors for LCD market.

16:10~16:40

AMOLED Market & Technology
- Market Outlook
- What is AMOLED?
- Market Reactions
- Samsung SDI's Strategy

Samsung SDI
(Sean Jin,
Sr. Manager)

16:40~17:10

Flexible Display Market & Technologies Trend
- What is Flexible Display?
- Technologies Trend of Flexible Display
- Market Prospective
- Major Issues of Flexible Display

IEK/ITRI
(Andy Chin,
Senior Analyst)

17:10~17:40

Touch Panel Market & Technology Trends
- Trends of Touch Panel Applications
- Technology Trends of Touch Panels
- Challenges & Opportunities for Taiwan Companies

Young Fast
Optoelectronics
(Jim Chen,
Executive
Assistant)

18:00~19:00

Reception Party

 

* The Program of the conference will be continued to update



Contact for more information

Displaybank

Kate Kim, Researcher
Tel: +82-31-704-7188 (#144)
E-mail :
kate@displaybank.com
IEK (Industrial Economics & Knowing Center)

Cathy Y. F. Chen
Tel: 886-3-5914560
E-mail :
yenfenchen@itri.org.tw
8F 810, Yatap Leaders Bldg. 342-1 Yatap-dong, Bundang-gu, Seongnam-si, Gyeonggi-do, Korea (Post code: 463-828) DisplayBank
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