(Indium gallium zinc oxid) display market

Page 1

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IndustryARC

Global IGZO Display Market (2013 – 2020)

By Application (Monitor, TV, PC & Laptop, Medical Purpose, Others, Smartphone, Tablet, Wearable Device)


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Table of Contents 1. Global IGZO Display – Market Overview 2. Executive Summary 3. Global IGZO Display – Market Landscape 3.1. Market Share Analysis 3.2. Comparative Analysis 3.2.1.

Product Benchmarking

3.2.2.

End user profiling

3.2.3.

Patent Analysis

3.2.4.

Top 5 Financials Analysis

4. Global IGZO Display – Market Forces 4.1. Market Drivers 4.2. Market Constraints 4.3. Market Challenges 4.4. Attractiveness of the IGZO Display Industry 4.4.1.

Power of Suppliers

4.4.2.

Power of Customers

4.4.3.

Threat of New entrants

4.4.4.

Threat of Substitution

4.4.5.

Degree of Competition

5. Global IGZO Display Market – Strategic Analysis 5.1. Value Chain Analysis 5.2. Pricing Analysis 5.3. Opportunity Analysis


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5.4. Product/Market Life Cycle Analysis 5.5. Suppliers and Distributors 6. Global IGZO Display Market – By Application 6.1. Monitor 6.1.1.

TV

6.1.2.

PC & Laptops

6.1.3.

Medical

6.2. Smartphone 6.3. Tablet PC 6.4. Wearable devices 6.5. Others 7.

Global IGZO Display Market-Geographic Analysis 7.1. Introduction 7.2. Americas 7.2.1.

U.S.

7.2.2.

Canada

7.2.3.

Mexico

7.2.4.

Brazil

7.3. Europe 7.3.1.

U.K.

7.3.2.

France

7.3.3.

Germany

7.3.4.

Poland

7.4. APAC


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7.4.1.

China

7.4.2.

India

7.4.3.

South Korea

7.4.4.

Japan

7.5. ROW 7.5.1.

Middle East

7.5.2.

Africa

8. Market Entropy 8.1. New Product Launches 8.2. M&As, Collaborations, JVs and Partnerships 9. Investment Opportunities – Analysis by Target companies/customers, Capital Investments, ROI, Payback Period and Source of Funds. 10. Company Profiles (Overview, Financials, SWOT Analysis, Developments, Product Portfolio) 10.1.

Apple Inc. (U.S.)

10.2.

Asus (Taiwan)

10.3.

AU Optronics (Taiwan)

10.4.

Fujitsu (Japan)

10.5.

LG Electronics (South Korea)

10.6.

Samsung Group (South Korea)

10.7.

Sharp Corporation (Japan)

10.8.

Sony Corporation (Japan)


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11. Appendix 11.1.

Abbreviations

11.2.

Sources

11.3.

Research Methodology

11.4.

Bibliography

11.5.

Compilation of Expert Insights

11.6.

Disclaimer


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LIST OF TABLES Table 1 IGZO Display Market, List of Companies Covered Table 2 Global IGZO Display Market Competitive Share Analysis, (End-User) 2013 (%) Table 3 Global Monitor IGZO Display Market Competitive Share Analysis, (End-User) 2013 (%) Table 4 Global Smartphone IGZO Display Market Competitive Share Analysis, (End-User)2013 (%) Table 5 Global Tablets IGZO Display Market Competitive Share Analysis, (End-User) 2013 (%) Table 8 Top 5 Financials Analysis, 2011 – 2013 Table 9 Global IGZO Display Market Revenue, 2013 – 2020 ($M) Table 10 Global IGZO Display Market Revenue, By Application, 2013 – 2020 ($M) Table 11 Global IGZO Display Market Revenue, By Geography, 2013 – 2020 ($M) Table 12 Global IGZO Display Market, Pricing Analysis of Applications, 2013 – 2020 ($) Table 13 Global Monitor Market Volumes, 2013 – 2020 (Million Units) Table 14 Global Smartphone Market Volumes, 2013 – 2020 (Million Units) Table 16 Global Tablet Market Volumes, 2013 – 2020 (Million Units)

Table 17 Global IGZO Display Market Unit Shipments, By End Use Verticals, 2013 – 2020 (Million Units) Table 18 Global IGZO Display Market Revenue, By End Use Verticals, 2013 – 2020 ($M) Table 19 America IGZO Display Market Revenue, 2013 – 2020 ($M) Table 20 U.S.: IGZO Display Market By Application, 2013-2020, ($M) Table 21 Canada: IGZO Display Market By Application, 2013-2020, ($M) Table 22 Mexico: IGZO Display Market By Application, 2013-2020, ($M) Table 23 Brazil: IGZO Display Market By Application, 2013-2020, ($M) Table 24 Europe IGZO Display Market Revenue, 2013 – 2020 ($M) Table 25 U.K.: IGZO Display Market By Application, 2013-2020, ($M) Table 26 Germany: IGZO Display Market By Application, 2013-2020,($M) Table 27 France: IGZO Display Market By Application, 2013-2020, ($M) Table 28 Poland: IGZO Display Market By Application, 2013-2020, ($M) Table 29 Asia Pacific IGZO Display Market Revenue, 2013 – 2020 ($M) Table 30 China: IGZO Display Market By Application, 2013-2020, ($M)


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Table 31 India: IGZO Display Market By Application, 2013-2020, ($M) Table 32 Japan: IGZO Display Market By Application, 2013-2020, ($M) Table 33 South Korea: IGZO Display Market By Application, 2013-2020, ($M) Table 34 ROW IGZO Display Market Revenue, 2013 – 2020 ($M) Table 35 Middle East: IGZO Display Market By Application, 2013-2020, ($M) Table 36 Africa: IGZO Display Market By Application, 2013-2020, ($M) Table 37 MONITOR: IGZO Display Market By Geography, 2013-2020, ($M) Table 39 Smartphone: IGZO Display Market By Geography, 2013-2020, ($M) Table 40 Tablet: IGZO Display Market By Geography, 2013-2020, ($M) Table 41 Recent Product Developments, IGZO Display Industry Table 42 M&A, JV, Agreements, IGZO Display Industry


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LIST OF FIGURES Figure 1 Segmentation of IGZO Display Market by Product Type Figure 2 Segmentation of IGZO Display Market by End Use Verticals Figure 3 IGZO Display Market, List of Companies Covered Figure 4 Global IGZO Display Market Competitive Share Analysis, 2013 (%) Figure 5 Global IGZO Display Market Revenue, 2013 - 2020 ($M) Figure 6 Global IGZO Display Market Volumes, 2013 - 2020 (Million SQM) Figure 7 Global IGZO Display Market Revenue, Demand Analysis by End Use Application, 2013 – 2020 ($M) Figure 8 Global IGZO Display Market Revenue, Demand Analysis by Geographic Region, 2013 – 2020 ($M) Figure 9 Global IGZO Display Market Volumes, Demand Analysis by Application, 2013 – 2020 (Million SQM) Figure 10 Global IGZO Display Market Volumes, Demand Analysis by Geographic Region, 2013 – 2020 (Million SQM)


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1. GLOBAL IGZO DISPLAY – MARKET OVERVIEW 1.1. SCOPE IGZO is a compound semiconductor recently invented and is completely see through. It has electronic mobility 20 to 50 times faster than Amorphous- Silicone that miniaturizes the transistor. The global IGZO display market has been segmented into applications such as Monitor’s, smartphones, and tablets. The overall market is also presented from the perspective of different geographic regions and the key countries for this industry. Competitive landscape for each type is highlighted and market players are profiled with attributes of company overview, financial overview, business strategies, product portfolio and recent developments. Market shares of the key players for 2013 are provided. The prominent players profiled in this report are Sharp, Samsung Electronics, Apple, and LG Electronics. The report contains the most detailed and in-depth segmentation of the global IGZO Display market.

1.2. STAKEHOLDERS The following are the key stakeholders in the IGZO Display market. 

 Electronic Manufacturers   Suppliers 

  Distributors    Associations/Universities/R&D centers 


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2. EXECUTIVE SUMMARY IGZO (indium gallium zinc oxide), a semiconductor that can be used to make transparent transistors. It has 20 to 50 times more electron mobility as compared to amorphous silicon. IGZO is said to be the future of high resolution displays that allows high pixel densities and help in reducing the power consumption. This technology is commercially adopted by big players in the market. This technology is used in flat-panel displays such as monitor’s, smartphones, and tablets. There are five thin transparent layers in the monitor display that allows the light to escape that enables us to see the display. Behind the monitor, a transparent layer of glass with millions of tiny electrodes is present. Each pixel comes with a transparent transistor. The performance and quality of display depends on the size of these transparent transistors. The IGZO display market is crucial for the success of various products with high resolution display panel. Growing demand of high resolution display for better image quality is expected to drive IGZO market in the future.

SAMPLE TABLE: GLOBAL IGZO DISPLAY MARKET ANALYSIS BY APPLICATION (2013-2020) Application

Monitors TV PC & Laptops Medical Purpose Others Smartphone Tablet Wearable Devices Total

2013

xx xx xx xx xx xx xx xx xx

2014

xx xx xx xx xx xx xx xx xx

2015

xx xx xx xx xx xx xx xx xx

2016

xx xx xx xx xx xx xx xx xx

2017

xx xx xx xx xx xx xx xx xx

2018

xx xx xx xx xx xx xx xx xx

2019

xx xx xx xx xx xx xx xx xx

2020

xx xx xx xx xx xx xx xx xx

CAGR% (20142020) XX% XX% XX% XX% XX% XX% XX% XX% XX%

Source: IndustryARC Analysis

The demand for IGZO displays is growing at a steady pace across the globe. These displays are replacing the amorphous-silicone market in the end-use sectors In the report, the market has been segmented by geography as North America, Europe, Asia, and Rest of the World (ROW). Market size and forecast is provided for each of these regions. A detailed qualitative analysis of the factors responsible for driving and restraining growth of the IGZO displays market and future opportunities are provided in the report. This report on the Global IGZO display market identifies many such insights and M&A opportunities, besides providing a detailed analysis of the applications of IGZO display market.


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3. GLOBAL IGZO DISPLAY – MARKET LANDSCAPE 3.1 MARKET SHARE ANALYSIS Market share of all the major players (End-Users) of IGZO display market are analyzed in this section.

SAMPLE TABLE: GLOBAL IGZO DISPLAY MARKET, COMPETITIVE SHARE ANALYSIS, 2013 (%) Company Company 1 Company 2 Company 3 Company 4 Company 5 Other Players Source: IndustryARC Analysis, Annual Reports

Market Share (%) XX% XX% XX% XX% XX% XX%


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4. GLOBAL IGZO DISPLAY – MARKET FORCES

In the display industry flexible display is an emerging trend where most of the companies are investing in R&D to come up with new flexible displays with high resolution. Despite this fact that the companies are investing more to come up with new technology, flat panel will remain the dominant product in the display industry. The success rate of flat panel displays can be seen in all the segments such as TV sets at home, mobile handsets, portable media devices etc. Various types of flat panel displays are available in the market such as TFT, IPS, Resistive Touchscreen, Capacitive Touchscreen, monitors, OLED, AMOLED, Super AMOLED, Tactile, and Gorilla Glass.

4.1. MARKET DRIVERS 4.1.1. Rise in the demand for higher resolution displays driving the IGZO market

The demand for flat-panel displays with high resolution is on the rise. The clarity of pictures due to high pixels in these devices is attracting the consumers to use these products. Other factors impacting the market are consumers demand for long battery life, touch sensitivity and ease of use in the electronic products especially in the portable devices is driving the market for IGZO displays. The growing market for monitors, smartphones, and tablet PCs, wearable devices such as smart watches is resulting in the high growth of IGZO displays. The global display applications market is forecast to reach $377bn by 2020 growing at a CAGR of 30.2%. TFT (Thin Film Transistor) technology is the most commonly used display units in the mobile phones. It offers high quality image but does not gives a clear view in direct light, and also consumes more power, hence, less battery friendly. Due to such limitations of few displays the companies are coming up with new technologies that are more user-friendly. High adoption rate of these technologies among the customers is driving the display industry 4.1.2. Display industry growth based on related markets

Replacement of CRT desktop monitors and TVs with notebook PCs and flat panel screens, respectively. Hence, television and display industry has seen a quick adaptation to flat panels in the advanced economies. The adoption of smartphones from old mobile handsets has flourished the display business. High sales of consumer electronic products are helping the display industry to gain profit. The flat panel display industry is expected to increase its growth potential by commercializing new technologies that may create new market to generate more revenues.


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SAMPLE TABLE: TOP 5 SMARTPHONE VENDORS, SHIPMENTS AND MARKET SHARE, 2013, (MILLION UNITS) Vendor

2013 Shipment Volumes

2012 Shipment Volumes

Y-O-Y Change

Samsung Apple Huawei LG Lenovo Others Total

XXX XXX XXX XXX XXX XXX XXX

XXX XXX XXX XXX XXX XXX XXX

XX% XX% XX% XX% XX% XX% XX%

Source: IndustryARC Analysis

FIGURE: MARKET SHARE BY SHIPMENT, TOP 5 SMARTPHONE VENDORS, 2013

Samsung Apple Huawei LG Lenovo Others

Source: IndustryARC Analysis


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12.3. RESEARCH METHODOLOGY The quantitative and qualitative data collected for the IGZO Display Market report is from a combination of secondary and primary sources. Research interviews were conducted with senior executives and/or managers of leading electronic devices providers. These Key Opinion Leaders (KOLs) were then provided a questionnaire to gather quantitative and qualitative inputs on their operations, performance, strategies and views on the overall market, including key developments and technology trends. Data from interviews is consolidated, checked for consistency and accuracy, and the final market numbers are again validated by experts. The global market was split by applications and geography based on different factors like primary and secondary sources, understanding of the number of companies operating in each segment and also KOL insights. We have used various secondary sources such as directories, articles, white papers, newsletters, annual reports and paid databases such as OneSource, Hoovers and Factiva to identify and collect information for extensive technical and commercial study of the IGZO display market. The key players in the market and its value chain were identified through secondary research and their market opinions were also gathered in a similar way through telephonic interviews and questionnaires. We have also studied the annual reports of these top market players. Interviews with key opinion leaders such as directors, managers, marketing personnel were used extensively in understanding the need and emergence of IGZO display market. We also have extensive database of contacts which were used to conduct primary interviews and also to get their inputs using questionnaires. The following companies were covered during primary research:   

 Sharp Corporation   LG Electronics   Apple   Fujitsu 


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THE ARC ADVANTAGE An analytical model lies at the core of our process, ensuring logical consistency throughout our research. We complement the model with secondary data and interviews with industry experts to reflect the latest trends. With our final expert validation, we provide you with only the most accurate and actionable intelligence.

THE ARC PROCESS Analytical Method 1. Granular breakdown of drivers into factors 2. Validate all factors in terms of their present impact on the market 3. Assign weights to these factors in terms of their relevance and impact on the market 4. Build the Analytical Model ANALYTICAL MODEL

Base Method

1. Get a topdown estimate of the market 2. Follow it up with a bottom-up estimate of the market 3. Check forconsistency and new growth factors that are relevant over the next 10 Years

4. Build the Base model BASE MODEL

Consolidation Method 1. Granular breakdown of drivers into factors 2. Validate all factors in terms of their present impact on the market. 3. Assign weights to these factors in terms of their relevance and impact on the market. 4. Build the Consolidated Model CONSOLIDATED MODEL

Delphi Verification 1. Verify the findings of the model with experts from across the value chain 2. Verify the findings with players across small and large enterprises 3. Tweak the model and add new factors 4. Finalize the ARC Model ARC MODEL


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