Displays: Global Markets and Evolving Technologies

• Provides an overview of the global market for displays, with market forecasts through 2014
• Focuses on key types of electronic displays including CRT, flat panels, LCD, plasma, light emitting diodes, organic light emitting diodes, vacuum fluorescent displays and emerging technologies
• Offers global forecasts of LCD displays in applications such as televisions, projection televisions, laptops, desktops, handhelds, instruments and others
• Looks at LCD applications by type of material including twisted nematic, super-twisted nematic and active matrix
• Discusses the past, present and future of displays
• Profiles leading companies.

CHAPTER ONE: INTRODUCTION

STUDY GOALS AND OBJECTIVES

REASONS FOR DOING THIS STUDY

INTENDED AUDIENCE

SCOPE OF REPORT

METHODOLOGY

INFORMATION SOURCES

ANALYST CREDENTIALS

RELATED BCC WORK CREDENTIALS

BCC ONLINE SERVICES OFFERS

DISCLAIMER

CHAPTER TWO: SUMMARY

SUMMARY

SUMMARY TABLE THE ELECTRONIC DISPLAY MARKET, THROUGH 2014 ($ MILLIONS)

SUMMARY FIGURE THE ELECTRONIC DISPLAY MARKET, 2008-2014 ($ MILLIONS)

CHAPTER THREE: OVERVIEW

TYPES OF DISPLAYS

TABLE 1 MAJOR ELECTRONIC DISPLAYS

DISPLAY APPLICATIONS

TABLE 2 KEY ELECTRONIC DISPLAY APPLICATIONS

SCOPE AND CHARACTER OF THE DISPLAY INDUSTRY

CHAPTER FOUR: THE DISPLAY INDUSTRY

TABLE 3 KEY COMPANIES INVOLVED IN DISPLAY MANUFACTURING, 2008

TABLE 3 (CONTINUED)

TABLE 3 (CONTINUED)

TABLE 3 (CONTINUED)

DISPLAY MANUFACTURING

REGIONAL MANUFACTURING ACTIVITY HAS GONE EAST

TABLE 4 GLOBAL DISPLAY MANUFACTURING SHARE BY REGION 2008- 2014 (%)

FIGURE 1 DISPLAY MANUFACTURING SHARE BY REGION (%)

DISPLAY CONSUMPTION

REGONAL DISPLAY CONSUMPTION IS MORE EVENLY DISRIBUTED

TABLE 5 GLOBAL DISPLAY CONSUMPTION, BY REGION, 2008-2014 (%)

FIGURE 2 GLOBAL DISPLAY CONSUMPTION, BY REGION, 2008-2014 (%)

DISPLAY MARKET LEADERS

TABLE 6 LCD TV AND MONITOR DISPLAY LEADERS AND ESTIMATED REVENUE, 2008 ($ BILLIONS)

BASIC ASSUMPTIONS FOR LCD MARKET SHARE

COMPANY PROFILES

AUO OPTRONICS

BARCO NV

BRIMAR LTD.

CAMBRIDGE DISPLAY TECHNOLOGY, LTD.

CHI-MEI OPTOELECTRONICS

DAKTRONINCS

EIKOS

ELO TOUCH SYSTEMS

HANNSTAR DISPLAY CORPORATION

INNOLUX DISPLAYS

KOPIN CORPORATION

KYOCERA CORPORATION

LG ELECTRONICS, INC.

MICROVISION, INC.

PANASONIC CORPORATION

PLANAR SYSTEMS, INC.

SAMSUNG SEMICONDUCTOR INC.

SHARP CORPORATION

SONY CORPORATION

TEXAS INSTRUMENTS, INC.

TPO DISPLAYS

UNIVERSAL DISPLAY CORPORATION

CHAPTER FIVE: DISPLAY INDUSTRY COMPETITIVENESS

DISPLAY INDUSTRY CHARACTERISTICS

THE CRT VERSUS THE FLAT PANEL DISPLAY

TABLE 7 PRACTICAL PROBLEMS WITH THE CRT AS A DISPLAY

Flat Panels Difficult and Costly to Make

LCD Monitor Shipments Pull Ahead of CRT

TABLE 8 SHIPMENTS OF CRT VERSUS FLAT PANEL DESKTOP MONITORS, THROUGH 2007 (UNITS MILLIONS)

LCD Televisions Close to CRT in Dollar Value

CONTINUED EXPANSION OF FLAT PANEL TECHNOLOGY

TABLE 9 PRODUCT AND MARKET FACTORS FAVORING FLAT PANEL DISPLAYS

INDUSTRY COMPETITIVENESS

U.S. GOVERNMENT/INDUSTRY DISPLAY SUPPORT

The U.S. Display Consortium

TABLE 10 BASIC MISSION OF THE USDC

Technical Program

Contract Award Process

Recent Programs

TABLE 11 RECENT TECHNICAL PROGRAM CONTRACT AWARDS

SEMI Flat Panel Display Division

Phosphor Technology Center of Excellence (PTCOE)

TABLE 12 MAJOR ACTIVITIES AT PTCOE

Liquid Crystal Materials Research Center

Impact of U.S Display Activities

EUROPEAN DISPLAY ACTIVITIES

TABLE 13 KEY GOALS OF EUROPEAN DISPLAY EFFORTS

European Commission Programs

The University of Ghent

TABLE 14 GHENT COLLABORATIONS WITH EUROPEAN GROUPS

German Flat Panel Display Forum (DFF)

TABLE 15 MISSION OF THE GERMAN FLAT PANEL DISPLAY FORUM

Impact of European Display Support

ASIA/PACIFIC AND CHINA SUPPORT ACTIVITIES

Japanese Involvement

TABLE 16 DEVELOPMENT OF THE JAPANESE DISPLAY INDUSTRY

Japan¡®s Industry Association

Republic of Korea

Taiwan

Singapore¡®s Activities

TABLE 17 GOALS OF THE SINGAPORE INSTITUTE OF MATERIALS RESEARCH AND ENGINEERING

China Joins the Display Manufacturers

DISPLAY GOVERNMENT/INDUSTRY SUPPORT SUMMARY

DISPLAY INDUSTRY STANDARDS

Video Electronics Standards Association (VESA)

Examples of VESA Standards

TABLE 18 REPRESENTATIVE VESA STANDARDS

SEMI FPD Standards Program

Conclusion

INDUSTRY FACES GLOBAL ECONOMIC CRISIS

TABLE 19 EXTERNAL ECONOMIC FACTORS IMPACTING THE DISPLAY INDUSTRY

Psychological Effect

Impact on Display Demand

LG Electronics Posts Quarterly Loss

Sony Expects First Annual Loss in 14 Years

AU Optronics Suffers Loss

Philips Posts Loss for Quarter, First in 5 Years

Corning¡®s Profit Drops 65%

Internal Economic Factors in the Display Industry

TABLE 20 INTERNAL DISPLAY COMPANY PROBLEMS CAUSED BY THE ECONOMIC CRISIS

Displays¡ªDiversity and Need

Conclusion

TABLE 21 LONG TERM ECONOMIC GROWTH ASSUMPTIONS FOR THE DISPLAY INDUSTRY

MARKET GROWTH FACTORS

Driving Forces for Growth

Impact of Market Growth Factors

TABLE 22 IMPACT OF KEY COMPETITIVENESS FACTORS ON THE GROWTH OF THE DISPLAY INDUSTRY (%)

CHAPTER SIX: THE DISPLAY MARKET

MARKET APPROACH

MARKET PERSPECTIVE

TABLE 23 ESTIMATED GLOBAL ELECTRONIC DISPLAY REVENUES AND MARKET SHARE BY TECHNOLOGY ($ MILLIONS, SHARE %)

FIGURE 3 GLOBAL ELECTRONIC DISPLAY MARKET, 2008 (%)

MARKET ANALYSIS

MEASUREMENT OBJECTIVES

CHAPTER SEVEN: THE CRT MARKET

THE CRT INDUSTRY

CHANGES IN CRT MATERIALS INDICATED SLOW DEMAND

COMPANIES TRY ¨DSLIM¡¬ DESIGNS TO REGAIN MARKET

CURRENT MARKET STRUCTURE

TABLE 24 COMPANIES CURRENTLY IN THE CRT BUSINESS

CRT TECHNOLOGY

BASIC OPERATION

TABLE 25 BASIC COMPONENTS OF A CRT

Color Capability

CRT TECHNOLOGY DEVELOPMENTS

Flat Screen CRT Displays

TABLE 26 KEY ADVANTAGES OF A FLAT-FACED CRT

Improved Electron Guns

Better Contrast

CRT PATENT ANALYSIS

PATENTS BY TECHNICAL SUBJECT

TABLE 27 PATENTS BY DISPLAY TECHNOLOGY, 2006¨C2008

PATENTS BY COMPANY

TABLE 28 PATENTS BY COMPANY

CRT COMPARED TO FLAT PANEL DISPLAYS

TABLE 29 COMPARISON OF CRT TO MAJOR FPD TECHNOLOGIES

CRT APPLICATIONS

TELEVISION

Direct View TV

Projection TV

TABLE 30 GLOBAL CRT PROJECTION MARKET BY USER, 2008 (%)

TABLE 31 GLOBAL DEMAND CHARACTERTISTICS FOR CRT TV TECHNOLOGY BY APPLICATION

COMPUTER MONITORS

PC Desktop Monitors

TABLE 32 KEY FACTORS IN FPD SHIPMENTS EXCEEDING CRT

Medical and Industrial CRTs

INSTRUMENTATION

CRT MARKET ASSESSMENT

TABLE 33 GLOBAL SHIPMENTS OF CRT DISPLAYS, THROUGH 2008 (UNITS 000)

KEY CRT MARKET LIMITATIONS

SOME GOOD POINTS FOR CRT TECHNOLOGY

FORECAST ASSUMPTIONS

TABLE 34 FORECAST ASSUMPTIONS¡ªGROWTH OF CRT DISPLAYS

FORECAST¡ªCRT SHIPMENTS

TABLE 35 GLOBAL CRT DISPLAY SHIPMENTS, THROUGH 2014 (UNITS 000)

FORECAST¡ªVALUE OF CRT SHIPMENTS

Cautionary Approach

TABLE 36 VALUE OF GLOBAL CRT SHIPMENTS, THROUGH 2014 ($ MILLIONS)

FIGURE 4 GLOBAL VALUE OF CRT DISPLAY SHIPMENTS, 2008-2014 ($ MILLIONS)

THE FUTURE OF THE CRT DISPLAY

TABLE 37 FUTURE USES OF THE CRT

CHAPTER EIGHT: THE LIQUID CRYSTAL DISPLAY MARKET

THE LCD INDUSTRY

BASIC LCD TECHNOLOGY

HOW LIQUID CRYSTAL DISPLAYS WORK

TWISTED NEMATIC TECHNOLOGY

TABLE 38 ADVANTAGES OF TWISTED NEMATIC (TN) TECHNOLOGY

SUPER TWISTED NEMATIC TECHNOLOGY

FERROELECTRIC LCDTECHNOLOGY

PASSIVE MATRIX LCDS

TABLE 39 ADVANTAGES OF PASSIVE MATRIX LCD TECHNOLOGY

ACTIVE MATRIX LCDS

TABLE 40 ADVANTAGES OF THE TFT LCD TECHNOLOGY

Transmissive and Reflective Displays

POLYSILICON TECHNOLOGY

TABLE 41 ADVANTAGES OF POLYSILICON LCD TECHNOLOGY

TRENDS IN LIQUID CRYSTAL DEVELOPMENT

LIQUID CRYSTAL MATERIALS

TABLE 42 TRENDS IN LIQUID CRYSTAL RESEARCH

LED BACKLIGHTS

Advantages of LEDs in Display Backlighting

Performance and Environmental

Lower Power Consumption

Better Color Performance

The LED in Projection Displays

TABLE 43 SUMMARY OF LED DISPLAY BACKLIGHTING ADVANTAGES

IN-PLANE SWITCHING AND VERTICAL ALIGNMENT

LIQUID CRYSTAL ON SILICON

TABLE 44 SCHEMATIC OF AN LCOS MICRODEVICE

LCD PATENT ANALYSIS

PATENTS BY TECHNICAL SUBJECT

TABLE 45 LCD PATENTS BY DISPLAY TECHNOLOGY, 2006¨C2008

PATENTS BY COMPANY

TABLE 46 LCD PATENTS BY COMPANY

TABLE 46 (CONTINUED)

LIQUID CRYSTAL DISPLAY APPLICATIONS

TABLE 47 LIQUID CRYSTAL DISPLAY APPLICATIONS BY MATERIAL TYPE

TELEVISION

Large Screen TV Helps Direct View Application

Internet Ready TV

Three-Dimensional TV

PROJECTION TELEVISION

TABLE 48 ADVANTAGES/LIMITATIONS OF LIQUID CRYSTAL PROJECTION TV

TABLE 49 DEMAND CHARACTERISTICS OF LCD TELEVISION, BY MAJOR TECHNOLOGY

COMPUTER MONITORS

Laptops and Notebooks

TABLE 50 KEY FACTORS IN THE RISING DEMAND FOR NOTEBOOK COMPUTERS

Touchscreen Technology

Desktop Monitors

TABLE 51 MOST COMMON APPLICATIONS OF LCD DESKTOP MONITORS

MEDICAL AND INDUSTRIAL MONITORS

TABLE 52 KEY LCD APPLICATIONS IN THE MEDICAL/INDUSTRIAL MARKET

HANDHELD DISPLAYS

TABLE 53 MOBILE PHONE PENETRATION IN RURAL INDIA 2004¨C2008 (%)

Microdisplays

NetBooks

INSTRUMENTATION

LCD MARKET ASSESSMENT

LCD DISPLAY GROWTH TREND

TABLE 54 GLOBAL DEMAND FOR LCD MONITORS, THROUGH 2008 (UNITS 000)

Market Drivers

LCDS AND THE GLOBAL FINANCIAL CRISIS

TABLE 55 FORECAST ASSUMPTIONS¡ªMARKET FOR LCDS

FORECAST¡ªLCD DISPLAY SHIPMENTS

TABLE 56 FORECAST¡ªGLOBAL SHIPMENTS OF LCD DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

FORECAST¡ªVALUE OF LCD SHIPMENTS

Changes in Price Evaluation

TABLE 57 ESTIMATED AVERAGE PRICES OF LCD PANELS BY APPLICATION 2008-2014 ($)

TABLE 58 FORECAST¡ªVALUE OF GLOBAL SHIPMENTS OF LCD DISPLAYS BY APPLICATION, THROUGH 2014 ($ MILLIONS)

FIGURE 5 VALUE OF GLOBAL LCD DISPLAY SHIPMENTS 2008-2014 ($ MILLIONS)

THE FUTURE OF THE LCD DISPLAY

TV AND MONITOR DOMINANCE

TABLE 59 GLOBAL SHIPMENTS OF LCD TVS AND MONITORS, THROUGH 2014 (UNITS 000)

FIGURE 6 GLOBAL SHIPMENTS OF LCDS FOR TV AND MONITORS, 2008-2014 (UNITS 000)

PLANS FOR IMPROVED PERFORMANCE

AN ECO-FRIENDLY LCD

CHAPTER NINE: THE PLASMA DISPLAY MARKET

CURRENT PLASMA DISPLAY MARKET STRUCTURE

TABLE 60 CURRENT PLASMA DISPLAY MANUFACTURERS

PLASMA TECHNOLOGY

AC VERSUS DC DISPLAYS

TABLE 61 ADVANTAGES OF THE AC PLASMA PANEL

BASIC OPERATION

Display Addressing

TABLE 62 TYPICAL LAYER-BY-LAYER PLASMA DISPLAY STRUCTURE

PLASMA TECHNOLOGICAL DEVELOPMENTS

Alternate Lighting of Surfaces

Burn-in Prevention Methods

TABLE 63 IMAGE BURN-IN PREVENTION METHODS

PLASMA PATENT ANALYSIS

PLASMA PATENTS BY TECHNICAL SUBJECT

TABLE 64 PATENTS BY PLASMA DISPLAY TECHNOLOGY 2006¨C2008

PATENTS BY COMPANY

TABLE 65 PLASMA PATENTS BY COMPANY

PLASMA DISPLAY APPLICATIONS

TELEVISION

TABLE 66 DEMAND CHARACTERISTICS OF PLASMA TV

IS THE BIG SCREEN PLASMA ADVANTAGE STILL STRONG?

PUBLIC INFORMATION AND SIGNAGE PLASMA MONITORS

TABLE 67 ADVANTAGES OF PLASMA DISPLAYS IN SIGNAGE, PUBLIC INFORMATION APPLICATIONS

Competition and Cost

PLASMA MARKET ASSESSMENT

PLASMA GROWTH TREND

TABLE 68 GLOBAL PLASMA DISPLAY SHIPMENTS, THROUGH 2008 (UNITS 000)

Market Drivers

TABLE 69 FORECAST ASSUMPTIONS¡ªGROWTH OF PLASMA DISPLAYS

FORECAST¡ªPLASMA DISPLAY SHIPMENTS

TABLE 70 FORECAST¡ªGLOBAL SHIPMENT OF PLASMA DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

FORECAST¡ªVALUE OF PLASMA SHIPMENTS

TABLE 71 FORECAST¡ªVALUE OF PLASMA DISPLAY SHIPMENTS, THROUGH 2014 ($ MILLIONS)

FIGURE 7 VALUE OF GLOBAL PLASMA DISPLAY SHIPMENTS, 2008-2014 ($ MILLIONS)

THE FUTURE OF PLASMA DISPLAYS

CHAPTER TEN: THE ORGANIC LIGHT-EMITTING DISPLAY MARKET

OLED MARKET STRUCTURE

LEADING OLED MANUFACTURERS

TABLE 72 CURRENT KEY OLED MANUFACTURERS

BASIC OLED TECHNOLOGY

DISPLAY COMPONENTS

TABLE 73 TYPICAL OLED LAYERED STRUCTURE

Other Facts about the Structure

The Mechanics of Light Emission

TYPES OF DISLAYS

Passive Matrix OLED

Active Matrix OLED

Transparent OLED

Top-Emitting OLED

Foldable OLED

FABRICATING OLEDS

TABLE 74 KEY METHOD OF FABRICATING OLEDS

Vacuum Thermal Evaporation

Organic Phase Deposition

Inkjet Printing

OLED TECHNOLOGICAL DEVELOPMENTS

OLED PATENT ANALYSIS

PATENTS BY TECHNICAL SUBJECT

TABLE 75 OLED PATENTS BY DISPLAY TECHNOLOGY, 2006¨C2008

PATENTS BY COMPANY

TABLE 76 OLED PATENTS BY COMPANY

OLED APPLICATIONS

TABLE 77 MAJOR APPLICATIONS OF OLEDS

OLED TECHNOLOGY BENEFITS

TABLE 78 KEY BENEFITS OF OLED TECHNOLOGY

OLED MARKET ASSESSMENT

RECENT OLED GROWTH RATES

TABLE 79 GLOBAL SHIPMENTS OF OLED DISPLAYS, THROUGH 2008 (UNITS 000)

The Major Market Thrust

A Pause in Growth

TABLE 80 FORECAST ASSUMPTIONS¡ªGROWTH OF OLED DISPLAYS

FORECAST¡ªGLOBAL OLED SHIPMENTS

TABLE 81 FORECAST¡ªGLOBAL SHIPMENTS OF OLEDS BY APPLICATION, THROUGH 2014 (UNITS 000)

FORECAST¡ªVALUE OF OLED SHIPMENTS

TABLE 82 ESTIMATED AVERAGE PRICES OF OLED PANELS, BY APPLICATION, 2008-2014 ($)

TABLE 83 GLOBAL VALUE OF OLED DISPLAY SHIPMENTS, THROUGH 2014 ($ MILLIONS)

FIGURE 8 VALUE OF GLOBAL OLED SHIPMENTS, 2008-2014 ($ MILLIONS)

THE FUTURE OF THE OLED

CHAPTER ELEVEN: INORGANIC LIGHT EMITING DISPLAY MARKET

MARKET DEFINITION

LED MARKET STRUCTURE

LEADING LED MANUFACTURERS

TABLE 84 LEADING LED DISPLAY MANUFACTURERS

LED TECHNOLOGY

LED FABRICATION

LED MATERIALS AND PROCESSES

MATERIALS

Color Qualities

High-Brightness Materials

TABLE 85 COMPARISON OF TRADITIONAL AND HIGH-BRIGHTNESS LEDS

TABLE 86 MAJOR LED MATERIALS USED IN DISPLAYS

TECHNOLOGICAL PROGRESS

The LED in Projection Displays

LED PATENT ANALYSIS

LED PATENTS BY TECHNICAL SUBJECT

TABLE 87 LED PATENTS BY DISPLAY TECHNOLOGY TOPIC, 2006¨C2008

LED PATENTS BY COMPANY

TABLE 88 LED PATENTS BY COMPANY

LED APPLICATIONS

LARGE AREA COLOR DISPLAYS

TABLE 89 KEY ADVANTAGES OF LEDS IN LARGE AREA DISPLAYS

DISPLAY AND INSTRUMENT APPLICATIONS

TABLE 90 LEADING LED INSTRUMENT AND REGULAR DISPLAY APPLICATIONS

The LED as a Light Source

LED MARKET ASSESSMENT

RECENT LED GROWTH RATES

TABLE 91 GLOBAL SHIPMENTS OF GRAPHIC AND INSTRUMENT LED DISPLAYS, THROUGH 2008 (UNITS 000)

LED DISPLAY POTENTIAL

Instruments and Graphic Displays

Large Area Displays

FORECAST ASSUMPTIONS

TABLE 92 FORECAST ASSUMPTIONS¡ªGROWTH OF LED DISPLAYS

FORECAST¡ªLED DISPLAY SHIPMENTS

TABLE 93 FORECAST¡ªGLOBAL SHIPMENTS OF LED DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

FORECAST¡ªVALUE OF LED DISPLAY SHIPMENTS

TABLE 94 AVERAGE PRICES OF LED DISPLAYS BY CATEGORY, 2008-2014 ($)

TABLE 95 FORECAST¡ªVALUE OF GLOBAL LED SHIPMENTS THROUGH 2014 ($ MILLIONS)

FIGURE 9 VALUE OF GLOBAL LED SHIPMENTS, 2008-2014 ($ MILLIONS)

THE FUTURE OF LEDS

THE FUTURE OF LEDS (CONTINUED)

CHAPTER TWELVE: VACUUM FLUORESCENT DISPLAY MARKET

VFD INDUSTRY STRUCTURE

TABLE 96 LEADING VFD DISPLAY MANUFACTURERS

VFD TECHNOLOGY

PROPERTIES AND FABRICATION

Other Configurations

Color

Typical Characteristics

TABLE 97 CHARACTERISTICS OF VACUUM FLUORESCENT DISPLAYS

TECHNOLOGICAL TRENDS

Active Matrix Technology

TABLE 98 ADVANTAGES OF ACTIVE MATRIX VFDS

VFD PATENT ANALYSIS

VFD PATENTS BY TECHNICAL SUBJECT

TABLE 99 PATENTS BY VFD DISPLAY TECHNOLOGY, 2006¨C2008

VFD PATENTS BY COMPANY

TABLE 100 VFD PATENTS BY COMPANY, 2006¨C2008

VFD APPLICATIONS

GRAPHIC DISPLAY APPLICATIONS

TABLE 101 MAJOR APPLICATIONS FOR GRAPHIC VFD DISPLAYS

VFD INSTRUMENT APPLICATIONS

VFD MARKET ASSESSMENT

VFD MARKET POTENTIAL

RECENT GROWTH TRENDS

TABLE 102 GLOBAL SHIPMENTS OF VFD DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 103 FORECAST ASSUMPTIONS¡ªGROWTH OF VFD DISPLAYS

FORECAST¡ªSHIPMENTS OF VACUUM FLUORESCENT DISPLAYS

TABLE 104 FORECAST¡ªGLOBAL SHIPMENTS OF VFD DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

VALUE OF VFD SHIPMENTS

TABLE 105 AVERAGE PRICES FOR VFD DISPLAYS, BY CATEGORY, 2008-2014 ($)

TABLE 106 FORECAST¡ªVALUE OF GLOBAL VFD SHIPMENTS, THROUGH 2014 ($ MILLIONS)

FIGURE 10 VALUE OF GLOBAL VFD SHIPMENTS, 2008-2014 (MILLIONS)

THE FUTURE OF VFD TECHNOLOGY

CHAPTER THIRTEEN: ELECTROLUMINESCENT DISPLAY MARKET

INDUSTRY STRUCTURE

TABLE 107 KEY COMPANIES INVOLVED IN ELECTROLUMINECENT DISPLAYS

EL TECHNOLOGY

TRADITIONAL FABRICATION

TABLE 108 BASIC LAYERED STRUCTURE OF A TFEL

Color Capability

ELD Phosphor Materials

TABLE 109 SAMPLE PHOSPHORS USED FOR COLOR IN ELDS

Color TFEL Displays

ACTIVE MATRIX EL DISPLAYS

ELD TECHNOLOGY DEVELOPMENT

ELD PATENT ANALYSIS

TABLE 110 ELD PATENTS BY TECHNICAL TOPIC, 2006¨C2008

PATENTS BY COMPANY

TABLE 111 ELD PATENTS BY COMPANY, 2006¨C2008

ELD APPLICATIONS

ELD TERMINALS

Medical Applications

Transportation Applications

TABLE 112 KEY ELD APPLICATIONS FOR MEDICAL, INDUSTRIAL, AND TRANSPORTATION MARKETS

ELD INSTRUMENTATION

ELD MARKET ASSESSMENT

ELD MARKET POTENTIAL

RECENT GROWTH TRENDS

TABLE 113 GLOBAL SHIPMENTS OF ELD DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 114 FORECAST ASSUMPTIONS¡ªGROWTH OF ELD DISPLAYS

FORECAST¡ªSHIPMENTS OF ELECROLUMINESCENT DISPLAYS

TABLE 115 FORECAST¡ªGLOBAL SHIPMENTS OF ELD DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

VALUE OF ELD SHIPMENTS

TABLE 116 AVERAGE PRICES FOR ELDS BY CATEGORY, 2008-2014 ($)

TABLE 117 FORECAST¡ªVALUE OF GLOBAL ELD SHIPMENTS, THROUGH 2014 ($ MILLIONS)

FIGURE 11 VALUE OF GLOBAL ELD SHIPMENTS, 2008-2014 ($ MILLIONS)

THE FUTURE OF ELECTROLUMINESCENT DISPLAYS

CHAPTER FOURTEEN: EMERGING TECHNOLOGY DISPLAY MARKET

EMERGING TECHNOLOGY DISPLAY MARKET

INDUSTRY STRUCTURE

TABLE 118 KEY MANUFACTURERS OF EMERGING DISPLAY TECHNOLOGY

EMERGING AND NEW TECHNOLOGY

BASIC DLP TECHNOLOGY

DLP Applications

TABLE 119 PROJECTION AND DISPLAY DLP APPLICATIONS

MEMS SCANNING TECHNOLOGY

THE PICO PROJECTOR ENGINE

A WEARABLE PROJECTOR

TABLE 120 DISPLAY PRODUCTS USING MEMS/LASER TECHNOLOGY

CARBON NANOTUBES

Carbon Nanotube Films

TABLE 121 KEY BENEFITS OF CARBON NANOTUBE TECHNOLOGY IN DISPLAYS

QUANTUM DOTS

Unique Properties

TABLE 122 KEY PROPERTIES OF QUANTUM DOTS

Recent Developments

EMERGING TECHNOLOGY MARKET ASSESSMENT

TRENDS IN EMERGING TECHNOLOGY DISPLAYS

TABLE 123 EMERGING DISPLAY TECHNOLOGY STATUS

A REALISTIC LOOK AT EMERGING TECHNOLOGY GROWTH FACTORS

TABLE 124 STEPS TO COMMERCIALIZATION OF EMERGING DISPLAYS

MEMS Unit Growth Rate

TABLE 125 GLOBAL SHIPMENT OF MEMS DISPLAY UNITS FOR FLAT PANEL DISPLAYS, THROUGH 2008 (UNITS 000)

Major Drivers

TABLE 126 FORECAST ASSUMPTIONS¡ªGROWTH OF EMERGING DISPLAYS

FORECAST FOR EMERGING COMPONENTS

TABLE 127 FORECAST¡ªGLOBAL SHIPMENTS OF EMERGING DISPLAY COMPONENTS BY TYPE AND DISPLAY TYPE, THROUGH 2014 (UNITS 000)

FORECAST¡ªVALUE OF EMERGING DISPLAY COMPONENT SHIPMENTS

TABLE 128 AVERAGE PRICES FOR EMERGING PRODUCTS, BY TYPE, 2008-2014 ($)

TABLE 129 FORECAST FOR THE VALUE OF EMERGING DISPLAY COMPONENT SHIPMENT, BY TYPE AND DISPLAY TYPE, THROUGH 2014 ($ MILLIONS)

FIGURE 12 GLOBAL VALUE OF EMERGING DISPLAY COMPONENTS, 2008-2014 ($ MILLIONS)

THE FUTURE OF EMERGING TECHNOLOGIES

CHAPTER FIFTEEN: INDUSTRY ANALYSIS

TABLE 130 GLOBAL DISPLAY SHIPMENTS AND MARKET SHARE BY TYPE OF DISPLAY, THROUGH 2014 (UNITS 000 AND SHARE %)

FIGURE 13 GLOBAL UNIT DISPLAY MARKETSHARE, 2008-2014 (%)

VALUE OF DISPLAY TECHNOLOGIES

TABLE 131 VALUE OF GLOBAL DISPLAY MARKET SHARE, BY TYPE OF DISPLAY, 2008-2014 ($ MILLIONS AND SHARE %)

FIGURE 14 GLOBAL DISPLAY MARKET SHARE, 2008-2014 (%)

VALUE OF DISPLAY TECHNOLOGIES (CONTINUED)

LIST OF TABLES

SUMMARY TABLE THE ELECTRONIC DISPLAY MARKET, THROUGH 2014 ($ MILLIONS)

TABLE 1 MAJOR ELECTRONIC DISPLAYS

TABLE 2 KEY ELECTRONIC DISPLAY APPLICATIONS

TABLE 3 KEY COMPANIES INVOLVED IN DISPLAY MANUFACTURING, 2008

TABLE 4 GLOBAL DISPLAY MANUFACTURING SHARE BY REGION 2008- 2014 (%)

TABLE 5 GLOBAL DISPLAY CONSUMPTION, BY REGION, 2008-2014 (%)

TABLE 6 LCD TV AND MONITOR DISPLAY LEADERS AND ESTIMATED REVENUE, 2008 ($ BILLIONS)

TABLE 7 PRACTICAL PROBLEMS WITH THE CRT AS A DISPLAY

TABLE 8 SHIPMENTS OF CRT VERSUS FLAT PANEL DESKTOP MONITORS, THROUGH 2007 (UNITS MILLIONS)

TABLE 9 PRODUCT AND MARKET FACTORS FAVORING FLAT PANEL DISPLAYS

TABLE 10 BASIC MISSION OF THE USDC

TABLE 11 RECENT TECHNICAL PROGRAM CONTRACT AWARDS

TABLE 12 MAJOR ACTIVITIES AT PTCOE

TABLE 13 KEY GOALS OF EUROPEAN DISPLAY EFFORTS

TABLE 14 GHENT COLLABORATIONS WITH EUROPEAN GROUPS

TABLE 15 MISSION OF THE GERMAN FLAT PANEL DISPLAY FORUM

TABLE 16 DEVELOPMENT OF THE JAPANESE DISPLAY INDUSTRY

TABLE 17 GOALS OF THE SINGAPORE INSTITUTE OF MATERIALS RESEARCH AND ENGINEERING

TABLE 18 REPRESENTATIVE VESA STANDARDS

TABLE 19 EXTERNAL ECONOMIC FACTORS IMPACTING THE DISPLAY INDUSTRY

TABLE 20 INTERNAL DISPLAY COMPANY PROBLEMS CAUSED BY THE ECONOMIC CRISIS

TABLE 21 LONG TERM ECONOMIC GROWTH ASSUMPTIONS FOR THE DISPLAY INDUSTRY

TABLE 22 IMPACT OF KEY COMPETITIVENESS FACTORS ON THE GROWTH OF THE DISPLAY INDUSTRY (%)

TABLE 23 ESTIMATED GLOBAL ELECTRONIC DISPLAY REVENUES AND MARKET SHARE BY TECHNOLOGY ($ MILLIONS, SHARE %)

TABLE 24 COMPANIES CURRENTLY IN THE CRT BUSINESS

TABLE 25 BASIC COMPONENTS OF A CRT

TABLE 26 KEY ADVANTAGES OF A FLAT-FACED CRT

TABLE 27 PATENTS BY DISPLAY TECHNOLOGY, 2006¨C2008

TABLE 28 PATENTS BY COMPANY

TABLE 29 COMPARISON OF CRT TO MAJOR FPD TECHNOLOGIES

TABLE 30 GLOBAL CRT PROJECTION MARKET BY USER, 2008 (%)

TABLE 31 GLOBAL DEMAND CHARACTERTISTICS FOR CRT TV TECHNOLOGY BY APPLICATION

TABLE 32 KEY FACTORS IN FPD SHIPMENTS EXCEEDING CRT

TABLE 33 GLOBAL SHIPMENTS OF CRT DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 34 FORECAST ASSUMPTIONS¡ªGROWTH OF CRT DISPLAYS

TABLE 35 GLOBAL CRT DISPLAY SHIPMENTS, THROUGH 2014 (UNITS 000)

TABLE 36 VALUE OF GLOBAL CRT SHIPMENTS, THROUGH 2014 ($ MILLIONS)

TABLE 37 FUTURE USES OF THE CRT

TABLE 38 ADVANTAGES OF TWISTED NEMATIC (TN) TECHNOLOGY

TABLE 39 ADVANTAGES OF PASSIVE MATRIX LCD TECHNOLOGY

TABLE 40 ADVANTAGES OF THE TFT LCD TECHNOLOGY

TABLE 41 ADVANTAGES OF POLYSILICON LCD TECHNOLOGY

TABLE 42 TRENDS IN LIQUID CRYSTAL RESEARCH

TABLE 43 SUMMARY OF LED DISPLAY BACKLIGHTING ADVANTAGES

TABLE 44 SCHEMATIC OF AN LCOS MICRODEVICE

TABLE 45 LCD PATENTS BY DISPLAY TECHNOLOGY, 2006¨C2008

TABLE 46 LCD PATENTS BY COMPANY

TABLE 47 LIQUID CRYSTAL DISPLAY APPLICATIONS BY MATERIAL TYPE

TABLE 48 ADVANTAGES/LIMITATIONS OF LIQUID CRYSTAL PROJECTION TV

TABLE 49 DEMAND CHARACTERISTICS OF LCD TELEVISION, BY MAJOR TECHNOLOGY

TABLE 50 KEY FACTORS IN THE RISING DEMAND FOR NOTEBOOK COMPUTERS

TABLE 51 MOST COMMON APPLICATIONS OF LCD DESKTOP MONITORS

TABLE 52 KEY LCD APPLICATIONS IN THE MEDICAL/INDUSTRIAL MARKET

TABLE 53 MOBILE PHONE PENETRATION IN RURAL INDIA 2004¨C2008 (%)

TABLE 54 GLOBAL DEMAND FOR LCD MONITORS, THROUGH 2008 (UNITS 000)

TABLE 55 FORECAST ASSUMPTIONS¡ªMARKET FOR LCDS

TABLE 56 FORECAST¡ªGLOBAL SHIPMENTS OF LCD DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

TABLE 57 ESTIMATED AVERAGE PRICES OF LCD PANELS BY APPLICATION 2008-2014 ($)

TABLE 58 FORECAST¡ªVALUE OF GLOBAL SHIPMENTS OF LCD DISPLAYS BY APPLICATION, THROUGH 2014 ($ MILLIONS)

TABLE 59 GLOBAL SHIPMENTS OF LCD TVS AND MONITORS, THROUGH 2014 (UNITS 000)

TABLE 60 CURRENT PLASMA DISPLAY MANUFACTURERS

TABLE 61 ADVANTAGES OF THE AC PLASMA PANEL

TABLE 62 TYPICAL LAYER-BY-LAYER PLASMA DISPLAY STRUCTURE

TABLE 63 IMAGE BURN-IN PREVENTION METHODS

TABLE 64 PATENTS BY PLASMA DISPLAY TECHNOLOGY 2006¨C2008

TABLE 65 PLASMA PATENTS BY COMPANY

TABLE 66 DEMAND CHARACTERISTICS OF PLASMA TV

TABLE 67 ADVANTAGES OF PLASMA DISPLAYS IN SIGNAGE, PUBLIC INFORMATION APPLICATIONS

TABLE 68 GLOBAL PLASMA DISPLAY SHIPMENTS, THROUGH 2008 (UNITS 000)

TABLE 69 FORECAST ASSUMPTIONS¡ªGROWTH OF PLASMA DISPLAYS

TABLE 70 FORECAST¡ªGLOBAL SHIPMENT OF PLASMA DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

TABLE 71 FORECAST¡ªVALUE OF PLASMA DISPLAY SHIPMENTS, THROUGH 2014 ($ MILLIONS)

TABLE 72 CURRENT KEY OLED MANUFACTURERS

TABLE 73 TYPICAL OLED LAYERED STRUCTURE

TABLE 74 KEY METHOD OF FABRICATING OLEDS

TABLE 75 OLED PATENTS BY DISPLAY TECHNOLOGY, 2006¨C2008

TABLE 76 OLED PATENTS BY COMPANY

TABLE 77 MAJOR APPLICATIONS OF OLEDS

TABLE 78 KEY BENEFITS OF OLED TECHNOLOGY

TABLE 79 GLOBAL SHIPMENTS OF OLED DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 80 FORECAST ASSUMPTIONS¡ªGROWTH OF OLED DISPLAYS

TABLE 81 FORECAST¡ªGLOBAL SHIPMENTS OF OLEDS BY APPLICATION, THROUGH 2014 (UNITS 000)

TABLE 82 ESTIMATED AVERAGE PRICES OF OLED PANELS, BY APPLICATION, 2008-2014 ($)

TABLE 83 GLOBAL VALUE OF OLED DISPLAY SHIPMENTS, THROUGH 2014 ($ MILLIONS)

TABLE 84 LEADING LED DISPLAY MANUFACTURERS

TABLE 85 COMPARISON OF TRADITIONAL AND HIGH-BRIGHTNESS LEDS

TABLE 86 MAJOR LED MATERIALS USED IN DISPLAYS

TABLE 87 LED PATENTS BY DISPLAY TECHNOLOGY TOPIC, 2006¨C2008

TABLE 88 LED PATENTS BY COMPANY

TABLE 89 KEY ADVANTAGES OF LEDS IN LARGE AREA DISPLAYS

TABLE 90 LEADING LED INSTRUMENT AND REGULAR DISPLAY APPLICATIONS

TABLE 91 GLOBAL SHIPMENTS OF GRAPHIC AND INSTRUMENT LED DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 92 FORECAST ASSUMPTIONS¡ªGROWTH OF LED DISPLAYS

TABLE 93 FORECAST¡ªGLOBAL SHIPMENTS OF LED DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

TABLE 94 AVERAGE PRICES OF LED DISPLAYS BY CATEGORY, 2008-2014 ($)

TABLE 95 FORECAST¡ªVALUE OF GLOBAL LED SHIPMENTS THROUGH 2014 ($ MILLIONS)

TABLE 96 LEADING VFD DISPLAY MANUFACTURERS

TABLE 97 CHARACTERISTICS OF VACUUM FLUORESCENT DISPLAYS .... 174

TABLE 98 ADVANTAGES OF ACTIVE MATRIX VFDS

TABLE 99 PATENTS BY VFD DISPLAY TECHNOLOGY, 2006¨C2008

TABLE 100 VFD PATENTS BY COMPANY, 2006¨C2008

TABLE 101 MAJOR APPLICATIONS FOR GRAPHIC VFD DISPLAYS

TABLE 102 GLOBAL SHIPMENTS OF VFD DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 103 FORECAST ASSUMPTIONS¡ªGROWTH OF VFD DISPLAYS

TABLE 104 FORECAST¡ªGLOBAL SHIPMENTS OF VFD DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

TABLE 105 AVERAGE PRICES FOR VFD DISPLAYS, BY CATEGORY, 2008-2014 ($)

TABLE 106 FORECAST¡ªVALUE OF GLOBAL VFD SHIPMENTS, THROUGH 2014 ($ MILLIONS)

TABLE 107 KEY COMPANIES INVOLVED IN ELECTROLUMINECENT DISPLAYS

TABLE 108 BASIC LAYERED STRUCTURE OF A TFEL

TABLE 109 SAMPLE PHOSPHORS USED FOR COLOR IN ELDS

TABLE 110 ELD PATENTS BY TECHNICAL TOPIC, 2006¨C2008

TABLE 111 ELD PATENTS BY COMPANY, 2006¨C2008

TABLE 112 KEY ELD APPLICATIONS FOR MEDICAL, INDUSTRIAL, AND TRANSPORTATION MARKETS

TABLE 113 GLOBAL SHIPMENTS OF ELD DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 114 FORECAST ASSUMPTIONS¡ªGROWTH OF ELD DISPLAYS

TABLE 115 FORECAST¡ªGLOBAL SHIPMENTS OF ELD DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)

TABLE 116 AVERAGE PRICES FOR ELDS BY CATEGORY, 2008-2014 ($)

TABLE 117 FORECAST¡ªVALUE OF GLOBAL ELD SHIPMENTS, THROUGH 2014 ($ MILLIONS)

TABLE 118 KEY MANUFACTURERS OF EMERGING DISPLAY TECHNOLOGY

TABLE 119 PROJECTION AND DISPLAY DLP APPLICATIONS

TABLE 120 DISPLAY PRODUCTS USING MEMS/LASER TECHNOLOGY

TABLE 121 KEY BENEFITS OF CARBON NANOTUBE TECHNOLOGY IN DISPLAYS

TABLE 122 KEY PROPERTIES OF QUANTUM DOTS

TABLE 123 EMERGING DISPLAY TECHNOLOGY STATUS

TABLE 124 STEPS TO COMMERCIALIZATION OF EMERGING DISPLAYS

TABLE 125 GLOBAL SHIPMENT OF MEMS DISPLAY UNITS FOR FLAT PANEL DISPLAYS, THROUGH 2008 (UNITS 000)

TABLE 126 FORECAST ASSUMPTIONS¡ªGROWTH OF EMERGING DISPLAYS

TABLE 127 FORECAST¡ªGLOBAL SHIPMENTS OF EMERGING DISPLAY COMPONENTS BY TYPE AND DISPLAY TYPE, THROUGH 2014 (UNITS 000)

TABLE 128 AVERAGE PRICES FOR EMERGING PRODUCTS, BY TYPE, 2008-2014 ($)

TABLE 129 FORECAST FOR THE VALUE OF EMERGING DISPLAY COMPONENT SHIPMENT, BY TYPE AND DISPLAY TYPE, THROUGH 2014 ($ MILLIONS)

TABLE 130 GLOBAL DISPLAY SHIPMENTS AND MARKET SHARE BY TYPE OF DISPLAY, THROUGH 2014 (UNITS 000 AND SHARE %)

TABLE 131 VALUE OF GLOBAL DISPLAY MARKET SHARE, BY TYPE OF DISPLAY, 2008-2014 ($ MILLIONS AND SHARE %)

LIST OF FIGURES

SUMMARY FIGURE THE ELECTRONIC DISPLAY MARKET, 2008-2014 ($ MILLIONS)

FIGURE 1 DISPLAY MANUFACTURING SHARE BY REGION (%)

FIGURE 2 GLOBAL DISPLAY CONSUMPTION, BY REGION, 2008-2014 (%)

FIGURE 3 GLOBAL ELECTRONIC DISPLAY MARKET, 2008 (%)

FIGURE 4 GLOBAL VALUE OF CRT DISPLAY SHIPMENTS, 2008-2014 ($ MILLIONS)

FIGURE 5 VALUE OF GLOBAL LCD DISPLAY SHIPMENTS 2008-2014 ($ MILLIONS)

FIGURE 6 GLOBAL SHIPMENTS OF LCDS FOR TV AND MONITORS, 2008-2014 (UNITS 000)

FIGURE 7 VALUE OF GLOBAL PLASMA DISPLAY SHIPMENTS, 2008-2014 ($ MILLIONS)

FIGURE 8 VALUE OF GLOBAL OLED SHIPMENTS, 2008-2014 ($ MILLIONS)

FIGURE 9 VALUE OF GLOBAL LED SHIPMENTS, 2008-2014 ($ MILLIONS)

FIGURE 10 VALUE OF GLOBAL VFD SHIPMENTS, 2008-2014 (MILLIONS)

FIGURE 11 VALUE OF GLOBAL ELD SHIPMENTS, 2008-2014 ($ MILLIONS)

FIGURE 12 GLOBAL VALUE OF EMERGING DISPLAY COMPONENTS, 2008-2014 ($ MILLIONS)

FIGURE 13 GLOBAL UNIT DISPLAY MARKETSHARE, 2008-2014 (%)

FIGURE 14 GLOBAL DISPLAY MARKET SHARE, 2008-2014 (%)