TFT-LCD Supply Chain Report Service

  • ID: 1878564
  • Newsletter
  • Isaiah International
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The "TFT-LCD Supply Chain Report Service" provides in-depth analysis and perspectives to help clients use and manage investments. Multiple reports per segment and company are available to clients on a regular basis. The research includes industry trends, anticipated changes, technology revolutions, and company specific competitive analysis such as production capacity, shipment forecast, process flow, cost structure, inventory level, production lead time & yield, etc. This helps clients understand market trends, identify opportunities, and make comparisons against benchmark measurements and competitors.

The research scope includes the entire TFT-LCD supply chain from Glass substrate, Cover glass, Touch panel, LCD panel, Tablet, LCD TV, Monitor, NBPC, Smartphone and OEMs/ODMs. The coverage also includes the following companies and the related players in the supply chain.

- Glass substrate: Corning, Asahi, NEG
- Cover glass: Fujicrystal, Lens one, G-Tech
- Touch Panel: TPK, Wintek, Young Fast, J-Touch, Cando, Sintek
- LCD Panel: Samsung, LGD, Sharp, CMI, AUO, CPT, HannStar
- Tablet: Apple, HTC, Samsung, HP, Dell, Asustek, Acer, Amazon
- LCD TV: Samsung, LG, Sony, Sharp, Toshiba, Vizio
- NBPC: HP, Dell, Acer, Lenovo, Asustek
- Smartphone: Apple, HTC, Nokia, Samsung, LG
- OEMs/ODMs: Foxconn/Hon Hai, Quanta, Compal, Wistron, TPV, Inventec
Note: Product cover images may vary from those shown
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Reports delivered in the July-11 subscription:

- Korean panel makers might have decreased fab utilization rate recently
- Fab utilization rate update by Samsung and LGD
- Asahi’s 3Q11 mother glass shipments are projected to revise down by around 10%
- Mother glass demand outlook for 3Q11
- Amazon 7-inch Tablets are projected to have around 3.8-4.0M units from August through October
- Amazon's new Tablet product demand forecast
- HP, Dell, Asustek’s Tablet maybe adopting Gorilla products in 3Q11
- Tablet and Cover glass market update
- iPad and iPhone shipments are projected to have ~11.8M and 23.5M units respectively in 3Q11
- Apple's iPhone and iPad product demand outlook for 3Q11
- Tablet panel shipments are projected to have ~36% QoQ growth in 3Q11
- Tablet panel shipment forecast for 3Q11
- G-Tech’s Cover Lens production capacity for iPad2 is estimated to have around 600K units per month
- Cover glass market research for iPad 2
- Korean large-sized panel shipments are projected to have 5-7% QoQ growth in 3Q11
- Large-sized panel shipment forecast update in 3Q11
- LGD’s 3Q11 large-sized panel shipments are projected to have around 6-7% QoQ growth, lower to its seasonality
- Large-sized panel shipment forecast update in 3Q11
Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown
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