2020 mi introduction kit · • market update • price and forecast ... display driver ic supply...
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20 January 2020 | Page 1ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
2020 MI Introduction Kit
© 2017, TrendForce, All Rights Reserved
Jan, 2020
www.ledinside.com www.energytrend.com www.topology.com.twwww.trendforce.com.tw www.dramexchange.com
Contact us at : [email protected]
20 January 2020 | Page 2ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION.
1About TrendForce-WitsView
2
• General Overview
• Customer Alumni
Market Intelligence Coverage
• Research Coverage
• Report Introduction
CONTENTS
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
General Overview
page3
2000
DRAM, NAND Flash, PCs,
servers, mobile devices and
smartphones
2004
Display technologies, touchscreen
solutions, LCD supply chain, end
application/product markets
(notebooks, tablets, TVs and
monitors)
2007
LED supply chain (materials,
equipment, chips, packages and
end products), LED lighting
market, micro-LED and other
application markets
2010
Industry and market trends
related to photovoltaics, lithium
batteries, energy storage
solutions, plug-in vehicles and
other green energy products
2015
Covers structural trends of major
technology industries in Greater
China and other regional markets
with special focus on
semiconductors, optoelectronics,
telecommunication services, IA and
other emerging technologies
TrendForce is a globally respected research
organization that provides in-depth market analyses
and industry consultations.
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Customer Alumni
page4
Upstream Component
• Component makers
Panel Industry
• Panel makers
Supply Chain &
Downstream Market
• System Integrators
• Channel vendors
• Brand manufacturers
Finance / Banking
• Investment firms
• Government Orgs.
We serve our Upstream
customers with timely panel
industry information, helping
them catch the latest market
trends.
Our comprehensive research
and market insights allow our
panel maker clients to make
informed marketing decisions,
and respond promptly to the
changing market dynamics.
With a wide range of vital data
from WitsView, Panel Market
Followers and Players could
easily get well managed of their
business and deploy a feasible
strategy.
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
WitsView General Overview
page5
The WitsView Intelligence Service is designed to serve as an
invaluable database for clients, providing detailed market,
financial and end product data at the simple click of a mouse.
Focusing on TV, Notebook, Monitor, Tablet
and Mobile, subjects such as price, shipment,
capacity, financial information, cost analysis, sufficiency
and competitiveness are fully addressed. In addition, our
concise and easy-to-digest data presentation helps clients get
rid of the unnecessary hassles, and analyze the relevant data
in a focused and wisely manner.
For more about details, please visit www.witsview.com
Launched in late 2004, WitsView Intelligence conducts a bottom-up market research in the form of
data, graphs, or reports for technology companies and the investment community to read from.
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Coverage
page6
Upstream
Component
Panel
Industry
Supply Chain
Downstream
MarketSmartphone
Industry
Financial
Statement
& Database
• Market Update
• Price Tracker
• Cost Breakdown
• Market Update
• Price and Forecast
• Panel Shipment
• Sufficiency Analysis
• Capacity • Supply Chain Tracker
• Market Update
• Street Price
• Brand Shipment
• Long term shipment
• Market Update
• Price Tracker
• Capacity
• Panel Shipment
• Cost Breakdown
• Financial Result
• Historical Data
WitsView
Market
Intelligence
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page7
Upstream Component
01. Quarterly Key Component Market Update
17. Quarterly Key Component Price Tracker
26. Quarterly Monitor& LCD TV Panel Cost & Breakdown
27. Quarterly Notebook & Tablet Panel Cost & Breakdown
Frequency Format Application
Quarterly
Quarterly
Quarterly
Quarterly
Excel
Excel
Excel
TV, NB,
MNT,TB
TV, NB,
MNT,TB
TV, MNT
NB,TB
(Market Update, Status Quo)
(Glass Substrate, CF, Diver IC, Backlight, Polarizer)
(Panel Cost, Material Cost by size and Gen.)
(Panel Cost, Material Cost by size and Gen.)
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
29. Display Driver IC Supply Chain & Market Status
(Display Driver IC Market Trends, Supply Chain Update, Price
and Cost Analysis )
PDFTV, NB,
MNT,TBQuarterly
28. New Display Technology Cost Analysis Report
(OLED / Mini LED Panel Cost, New Technology Update)Quarterly
Excel
TV, NB,
MNT,TB
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page8
Panel Industry (1)
02. Quarterly Panel Industry Market Update
07. Monthly Panel Price Forecast
10. Monthly Panel Shipment Tracker
Frequency Format Application
Quarterly
Monthly
Monthly
Excel
Excel
TV, NB,
MNT,TB
TV, MNT
NB,TB
(Market Update, Status Quo)
( One-year Forecast Price by size, Average Price only)
(Panel Shipment by panel maker, area, and Forecast)
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
05+. Monthly Panel Price Book Plus & Market Status Update 5th ,20th
/Monthly Excel
TV, NB,
MNT(Price by “REGION” and size, with High, Low, Ave. Price,
New Models Added)
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page9
Panel Industry (2)
S3. Monthly Panel Supplier Utilization Operation Tracker
Frequency Format Application
Quarterly
Monthly Excel
TV, NB,
MNT,TB
TV, MNT(Available Capacity, Glass input, Utilization by Makers )
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
Excel
22. Quarterly Sufficiency Analysis Report
(Breakdown by size and area, Supply-demand glut ratio)
23. Quarterly Panel Capacity Status ReportQuarterly
Excel
TV, NB,
MNT,TB(Fab lineup, Forthcoming Capacity, Generation Transition, etc.)
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page10
Downstream Market (1)
03. Quarterly TV Industry Market Update
08. Monthly Street Price Book
12. Monthly Monitor System Integrator Shipment Tracker
13. Monthly Branded Monitor Shipment Tracker
14. Quarterly LCD TV System Integrator Shipment Tracker
Frequency Format Application
Quarterly
Monthly
Monthly
Monthly
Monthly
Excel
Excel
Excel
Excel
TV
TV, MNT
MNT
MNT
TV
(Market Update, Status Quo)
(Street Price with High, Low Avg. by size)
(Shipment ranking, Unit by size, vender Ratio, etc.)
(Shipment by size, brand, supply chain, etc.)
(Unit, market share, breakdown by size, etc.)
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page11
Downstream Market (2)
15. Monthly Branded LCD TV Shipment Tracker
16. Monthly Notebook Brands & ODM Shipment Tracker
S6. Quarterly Long-term Shipment Forecast
T2. Quarterly IT Industry Market Update
T5. Quarterly Branded Tablet Shipment Tracker
Frequency Format Application
Monthly
Quarterly
Excel
Excel
TV
NB
MNT, NB,
TB
TB
(Branded shipment by size, market share, etc. )
(ODM Shipment, Branded shipment, etc.)
(Long term Set by size, resolution, area)
(Market Update, Status Quo)
(Branded shipment, shipment share by size, etc.)
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
Quarterly
Quarterly
Quarterly
TV, NB,
MNT,TB,
Mobile
Excel
Excel
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page12
Smartphone Panel Industry
M1. Quarterly Smartphone Market Status Update
M2. Quarterly Smartphone Panel Shipment Tracker
M3. Quarterly LTPS Capacity Status Report
M4. Monthly Smartphone Panel Price Book and Forecast
M5. Quarterly Smartphone Panel Cost Breakdown
Frequency Format Application
Quarterly
Quarterly
Quarterly
Monthly
Quarterly
Excel
Excel
Excel
Excel
Mobile
Mobile
Mobile
Mobile
(Mobile Display Market Update, Status Quo)
(Street Price with High, Low Avg. by size)
(Shipment ranking, Unit by size, vender Ratio, etc.)
(Shipment by size, brand, supply chain, etc.)
(Unit, market share, breakdown by size, etc.)
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
S5. Smartphone Market Decode
(Smartphone Industry Market Status)Quarterly
Mobile
MobileExcel
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page13
Supply Chain
S1. Monthly LCD TV Panel Supply Chain Tracker
S2. Monthly Notebook Panel Supply Chain Tracker
S4. Monthly Monitor Panel Chain Tracker
Frequency Format Application
Monthly
Monthly
Monthly
Excel
Excel
Excel
TV
NB
MNT
(Supply demands by vendors, etc.)
(Supply demands by vendors, etc.)
(Supply demands by vendors, etc.)
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
© TrendForce All Rights ReservedTaipei Beijing Shenzhen Shanghai Fujian Anhui
Market Intelligence Report Introduction
page14
Data Base
24. Quarterly Financial Result Report
H1. Historical Panel Shipment Pivot
H2. Historical Monitor System Integrator Shipment Pivot
H3. Historical Monitor Branded Shipment Pivot
H4. Historical Price Data (Panel Price & Street Price)
Frequency Format Application
Quarterly
Quarterly
Excel
Excel
Excel
--
MNT
Items
(NB=Notebook; MNT=Monitor; TB=Tablet)
Quarterly
Quarterly
Quarterly
MNT
Excel
Excel
TV, NB,
MNT,TB,
Mobile
TV, NB,
MNT,TB,
Mobile
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Vivie Liu
+886-2-89786488 ext. 923
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page16
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Melissa Ye
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