Global and China Flat Panel TV and 3D TV
Industry Report, 2009-2010
The 3D industry chain covers 3D programming, 3D program
channels and 3D software in the upstream;
p
in the midstream, it
covers 3D program storage and play which includes Blu-Ray
Player and DVD-R, as well as 3D signal transmission interfaces
including internal transmission interfaces such as eDP and LVDS
and
d external
t
l ttransmission
i i iinterfaces
t f
such
h as HDMI 1
1.4A
4A and
d
Display Port 1.2; in the downstream, it covers 3D image display
devices including TV, digital camera and laptop as well as panel
manufacturers.
The emergence of 3D TV has benefited six types of
manufacturers most. The first beneficiary is Sony, which
dominates the 3D programming equipment market. The big shot
possesses full range of products from lens to TV, and is the
undisputable leader in the Blu-Ray player and HDMI market.
Meanwhile, it also owns 3D sources.
LITE-ON IT Corporation and NVIDIA are the second largest beneficiaries. As a Blu-Ray player OEM, LITE-ON will
see an increase in the sale of Blu-ray players and win more outsourcing orders. NVIDIA, a 3D graphics producer, is
engaged in the promotion of 3D games and 3D desktop displays. The fever of 3D movie and 3D TV will stimulate the
3D game and 3D desktop display market
market, where NVIDIA holds a dominant position
position.
The third beneficiary is TCON manufacturers. It is an ideal solution for 3D TV to be applied in 240Hz and 1080P flat
panel TVs. High resolution requires more complicated and more expensive TCON. Therefore, it is competitive and
low-cost to integrate 240Hz into TCON. TCON enterprises including Samsung, TLI, Novatek and Himax get benefits.
The forth beneficiary is HDMI vendors, who collect US$0.5 as the license fee for each HDMI, to say nothing of the
one off certification fee
one-off
fee.
The fifth is 3D movie device manufacturers like TI, ReaID, XPAND, MASTERIMAGE and Dolby. XPAND is
specialized in the design of shutter spectacles. Its customers include Sony and Samsung.
The sixth is 3D spectacles producers, mainly shutter 3D spectacles producers. Polarized spectacles feature low
price, small shipment and lower value, while shutter spectacles are more expensive (at least US$140 each), and the
shipment is large,
large since almost each 3D TV is delivered with two pairs of shutter spectacles
spectacles. However
However, there are few
manufacturers concentrating on this field, and many of them are in small scale.
In fact, people started the research and development of 3D TV in the era of CRT, and TV manufactures never stop
their craving for 3D. However, as the video refresh rate at that time was so low that the pictures would flicker if
shutter 3D was applied. In the flat panel TV era, the emergence of 120Hz refresh rate and the Avatar effect
have expedited the smooth introduction off shutter 3D. The flat
f panel TV with 120Hz refresh
f
rate can realize 3D
effect though small changes and 3D shutter spectacles. The additional cost is very low, but the prices can be high,
and the profit is considerable. After years of price reduction, the profit of flat panel TV has become increasingly
low. Therefore,, manufacturers are enthusiastic about 3D. And it is just
j
the right
g time for manufacturers to turn their
eyes to 3D software despite people’s concern about scarce content. With the improvement of the computing
performance of TV’s core processors, Toshiba’s latest TV CELL processor is almost not inferior to Intel’s dual core
processor. The FPGA of ALTERA can enable the 2D-3D real-time transformation software that could only run on
computers in the past, to say nothing of CELL. It is expected that the penetration rate of 3D TV will reach 100% in
the future.
For now, it’s
it s impossible for people to watch 3D TV without spectacles and all the 3D TV in mass production are
shutter types. However, it won’t be a dream for people to watch 3D TV with naked eyes if 4K*2K definition can be
realized. Toshiba, Panasonic and Sharp had 4K*2K definition prototypes as early as before 2009, but the price
was exorbitant. 3D TV, requiring spectacles or not, will become the mainstream in the future market.
Table of Contents
•
1. Overview of 3D Technology
•
1.8.1 HDMI-1.4A
•
1 1 Classification of 3D Technology
1.1.
•
1.8.2 Display Port 1.2
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1.2. Shutter 3D
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1.9 3D Cinema
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1.2.1 Shutter Spectacles
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1.10 4K*2K-Grade 3D TV in Future
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1 2 2 Typical Example of Shutter
1.2.2
•
1.11 2D to 3D
Spectacles-Nvidia 3D Vision
•
1.3 Polarized 3D
•
2. 3D Display Market
•
1 3 1 Profile
1.3.1
•
2 1 Market Scale of 3D TV Market
2.1
•
1.3.2 Polarized 3D Projection
•
2.2 Status Quo of 3D TV Market
•
1.3.3 Polarized Spectacles Display
•
2.3 3D Desktop Display
•
1.4 3D Viewable with Naked Eyes
•
2.4 Global LCD TV Market
•
1.4.1 Parallax Barrier
•
2.5 China LCD TV Market
•
1.4.2 Lenticular Lens
•
2.6 China LCD TV Industry
•
1.5 3D Programme
g
•
1.5.1 Single-Lens 3D Camera Pushing 3D
•
3. 3D Manufacturers in the Industry Chain
Programme
•
3.1 3D Industry Chain
•
j
1.6 DLP 3D Projection
•
3.2 3D Spectacles Manufacturers
•
1.7 Blu-Ray Player
•
3.1.1 ACCUPIX
•
1.8 3D Signal Transmission Standard
•
3.1.2 Estar
•
3.3 3D Cinema Device Manufacturers
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5.6 Wistron
•
3.2.1 REALD
•
3.2.2 IMAX
•
6. Brand TV Manufacturers
•
3.2.3 XPNAD (X6D)
•
6.1 Skyworth
•
3.2.4 MASTERIMAGE
S
G
•
6.2 Konka
•
3.2.5 DOLBY
•
6.3 Hisense
•
3.3 TCON Manufacturers
•
6.4 TCL Multimedia
•
3.3.1 Novatek
•
g
g
6.5 Changhong
•
3.3.2 Himax
•
6.6 Samsung
•
3.4 Blu-Ray Player OEM - LITE-ON IT Corporation
•
6.7 Sony
•
3.5 DYNAMIC DIGITAL DEPTH (DDD)
•
6.8 LG
•
6.9 Philips
•
4. LCD-TV Panel Manufacturers
•
6.10 Panasonic
•
4.1 AUO
•
6.11 Sharp
•
4.2 LG DISPLAY
•
6.12 Toshiba
•
4.3 Samsung
•
4.4 Chimei Innolux
•
5. Flat Panel TV OEMs
•
5.1 Overview
•
5.2 AOC
•
5.3 Amtran
•
5.4 Proview
•
5.5 Innolux
Selected Charts
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•
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•
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•
•
•
•
•
•
•
•
•
•
•
•
•
•
LCD-TV Penetration Rate Worldwide, 2004-2012
Market Shares of Leading
g Flat Panel Manufacturers Worldwide, 2009
TV Market Scale Nationwide, 2006-2010
Market Shares of TV Manufacturers Nationwide by Sales Volume, 2009
Market Shares of LCD TV Manufacturers Nationwide by Sales Volume, 2009
Market Shares of TV Manufacturers Nationwide by Sales Amount,
Amount 2009
Market Shares of LCD TV Manufacturers Nationwide by Sales Amount, 2009
Market Shares of LCD TV Manufacturers Nationwide by Sales Volume, Jan. 2009,
Jan. 2010
M k t Shares
Market
Sh
off LCD TV Manufacturers
M
f t
N ti
Nationwide
id by
b Sales
S l Amount,
A
t Jan.
J
2009
2009,
Jan. 2010
China’s Output of LCD TV, Jan. 2008-Dec. 2009
China’s Sales Volume of LCD TV, Jan. 2008-Dec. 2009
China’s Export Volume of LCD TV, Jan. 2008-Dec. 2009
China’s Sales Volume of CRT TV, Jan. 2008-Dec. 2009
China’s Sales Volume of LCD TV, 2006-2011
China’s Export
p Volume of LCD TV byy Region,
g
Jan.-Nov. 2009
Revenue and Operating Profit Margin of Novatek, 2002-2010
Revenue and Gross Profit Margin of Novatek, 2002-2010
Revenue and Operating Profit Margin of Himax, 2002-2009
Distribution of Downstream Application of Himax by Revenue,
Revenue 2006-2008
Customer Distribution of Himax, 2006-2008
Revenue and Gross Profit Margin of AUO, 2005-2011
•
•
•
•
•
•
•
•
•
•
•
•
•
Distribution of Downstream Application of AUO by Product, 2008 Q4-2009 Q4
Average Selling Price of AUO
AUO’s
s Products,
Products 2008 Q4-2009
Q4 2009 Q4
Average Selling Price of AUO’s Products (per sq m), 2008 Q4-2009 Q4
Shipment of AUO’s Medium- and Small-Sized Products, 2008 Q4-2009 Q4
Capacities of AUO by Production Line, Mar.2010
R
Revenue
and
d Operating
O
ti Profit
P fit Margin
M i off LG Display,
Di l
2004 2009
2004-2009
Output of LG Display, 2005-2009
Proportion of Downstream Application, 2009 Q1-2009 Q4
Quarterly Revenue Structure Proportion of Samsung by Division, 2008 Q1-2009 Q4 E
Quarterly Operating Profit Margin of Samsung by Division, 2008 Q1-2009 Q4 E
LCD Plants of Samsung
LCD TV Panel Capacities of Samsung by Production Line, 2008 Q2-2010 Q4 E
Shipment
p
and Average
g Price of Chimei’s Large-Sized
g
TFT-LCD,, 2007 Q4-2009 Q3
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•
•
•
•
•
•
•
•
•
•
•
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Sales, EBITDA, Gross Profit Margin of Chimei’s TFT-LCD, 2007 Q4-2009 Q3
Distribution of Downstream Application of Chimei by Product, 2007 Q4-2009 Q3
Product Distribution of Chimei by Size, 2007 Q4-2009 Q3
Revenue and Operating Profit Margin of AOC,
AOC 2003-2009
2003 2009
Shipment and Product Structure of AOC, 2005-2009 E
Revenue Distribution of AOC by Region, 2007-2009
Revenue and Gross Profit Margin of Amtran, 2005-2010
A t
Amtran
O
Organization
i ti
Revenue and Profit of Proview, 2004-2010
Revenue Distribution of Proview by Region, FY 2007-FY2009
Revenue Distribution of Proview by Product, FY2006-FY2010
Revenue and Operating Profit Margin of Innolux, 2005-2010E
Revenue and Gross Profit Margin of Wistron, 2003-2010E
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Revenue Distribution of Wistron by Product, 2005-2010
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Revenue and Profits for shareholders of Wistron, FY2004-FY2010E
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Proportions of Major Suppliers of LCD TV Panels for Skyworth, 2009
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Block Diagram of Skyworth 8DD1 Chassis
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Block Diagram of Skyworth 8G20 Chassis
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Block Diagram of Skyworth 8D18 Chassis
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Power Supply of Skyworth 8D18 Chassis
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Signal Flow of Skyworth 8D18 Chassis
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Block Diagram of Konka DS Chassis Series
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Block Diagram of Konka PDP4212
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System Framework of Konka TS Chassis Series
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Signal Flow of Konka TS Chassis Series
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Block Diagram of Konka TS Series
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Signal Flow of Hisense TLM42T08GP
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Revenue and PBT of TCL Multimedia, 2003-2009
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Proportions of Major Suppliers of LCD TV Panels for TCL, 2009
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Block Diagram of M71F, M61F, E77F TV Series
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Block Diagram of Changhong LS07 Chassis
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Block Diagram of Changhong PP06 Plasma TV Chassis
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Block Diagram of LS20A Chassis
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LT42710FHD Mainboard
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Major LS20 Chassis IC Models and Suppliers
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Proportions of Major Suppliers of LCD TV Panels for Samsung, 2009
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TV Shipment of Sony by Type, 2006-2008
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Proportions of Major Suppliers of LCD TV Panels for Sony, 2009
•
R
Revenue
and
d Operating
O
ti Profit
P fit Margin
M i off LG TV Division,
Di i i
2007 Q2-2009
Q2 2009 Q4
•
TV Shipment of LG by Region, 2008 Q1-2009 Q4
•
Proportions of Major Suppliers of LCD TV Panels for LG, 2009
•
LA73A Chipset Interior Frame Diagram of LG
•
LA73A Interior Bus
•
Proportions of Major Suppliers of LCD TV Panels for Phillips, 2009
•
Block Diagram of TPM1.1U Chassis
•
Bl k Diagram
Block
Di
off TPM1.2U
TPM1 2U Chassis
Ch
i
•
Block Diagram of TPM1.3E Chassis
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Block Diagram of Panasonic LH50 Chassis (TC-32LX600D)
•
p
of Major
j Suppliers
pp
of LCD TV Panels for Toshiba,, 2009
Proportions
•
Quarterly EBITDA of LG Display, 2008 Q1-2009 Q4
•
Capacities of Chimei by Production Line, 2009 Q3-Q4
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Supporting Enterprises of Chimei in Beilun Export Processing Zone, Ningbo
•
S
Shipment
off Major Flat Panel TV OEMs
O
Worldwide, 2008-2009E
•
Capacities and Quantities of Production Lines by Base of AOC
•
TV Sales Volume of Skyworth by Type, Apr.2007-Feb.2009
•
Models and Suppliers
pp
of Main Chips
p Applied
pp
in Skyworth
y
LCD TV Chassis
•
Models and Suppliers of Main Chips Applied in Skyworth 8G20 Chassis
•
Models and Suppliers of Main Chips of Konka TV
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Models and Suppliers of Main Chips of Hisense TV
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TV Sales Volume of TCL Multimedia, 2007-2009
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Financial Conditions of TCL Multimedia TV Business, 2008-2009
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Models and Suppliers of Main Chips for Main Series of TCL Multimedia
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Models and Suppliers of Main Chips for Main TV Series of Changhong
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Models of Key Components of 55 Types of Samsung TV
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Models and Suppliers of Main Chips for Some Chassis of LG
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Models and Suppliers of Main Chips for Philips Chassis
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Key Components of LC4.31E Chassis Series and Suppliers
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Key Components of LC4.7E Chassis Series and Suppliers
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Models and Suppliers of Key Components for Panasonic LH50 Chassis
How to Buy
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Publication date: May 2010
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