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2004 Market/Application Demand Analysis for TAB/COF IC Tape Substrates
This report analyzes the market, applications, and manufacturer trends regarding the tape substrate market for ICs such as TAB and COF, which is expected to see significant growth in the future. Additionally, it provides demand forecasts for key applications including LCD, PDP, and DRAM.
2005 FC implementation application/LCD driver demand analysis
In the steadily growing FC implementation, demand forecasting for specific applications is conducted to predict the overall demand for FC implementation. Particularly regarding LCD driver implementation, an analysis is performed including the currently mainstream technology, TCP. Trends in the adoption of TCP, COG, COF, Poly-Si, and other technologies are analyzed, and the future trends of LCD driver implementation technology are anticipated. Additionally, demand trend analysis in major regions such as Japan, South Korea, Taiwan, and China has also been conducted.
Analysis of the LCD Implementation Device Market and Demand Trends for LCD Driver ICs
This report summarizes the analysis of demand trends for FPD driver ICs, which are steadily growing, along with the trends in the associated FPD market, further demand analysis for driver ICs, and trends by implementation technology. Additionally, it investigates and analyzes market trends, type trends, manufacturer shares, shipment trends by area, and application analysis for LCD assembly equipment, including COF bonders, COG bonders, and OLBs. This provides a perspective on the future of LCD assembly equipment.
TAB/COF Market Application Demand Analysis 2010
The report provides an overview of the market trends, applications, manufacturers, and supply analysis for TAB and COF, as well as the development and production status of next-generation COF technologies such as new etching and semi-additive processes. Additionally, by forecasting the demand for major applications like LCD, PDP, and OLED, it offers a perspective on the future of the tape substrate market.
A report analyzing the TAB/COF market in 2011, examining application demand trends and forecasting the future of the market.
The year 2011 was a tumultuous one. In Japan, there was the Great East Japan Earthquake, an unrelenting appreciation of the yen, and the completion of digital terrestrial broadcasting, which led to a slump in the TV market. Globally, there were financial uncertainties in Europe and flooding in Thailand, which had a significant impact on the world economy and the electronics industry. In particular, the Japanese electronics industry suffered devastating damage. Naturally, this had a considerable effect on the FPD industry, including LCDs, as well as the tape substrate market. As a result, by the end of 2011, multiple tape manufacturers announced their withdrawal from the market. Although the withdrawal schedules and areas differ, they all share the commonality of exiting the COF market by June 2012. This could lead to the disappearance of approximately 130KK/month of COF production capacity. Additionally, the total market share of the withdrawing manufacturers is nearing 30% in the COF sector. The COF market is expected to be significantly affected.
4K Impact: Market Analysis of TAB and COF, Which Have Started to Grow Again
In September 2014, the demand for COF suddenly surged. In particular, the production of two Korean companies expanded, reaching a near full production state. This situation continued thereafter, with high operating levels persisting as of January 2015. During this period, there was no special increase in the production of large LCDs. Nevertheless, the demand for COF rapidly increased and has continued to do so. The impact of 4K. Analyzing the sudden rise in COF demand, it was found that the increase in 4K panels was a contributing factor. For 4K panels, twice the number of LDI units is required compared to FHD. Naturally, this means that COF is also needed in double the amount. The production of these 4K panels has finally begun to gain momentum. It is estimated that around 20 million 4K panels for TVs were produced in 2014. Due to the effects of 4K, the COF market showed significant growth in 2014. It is expected that 4K TVs will continue to expand steadily beyond 2015. In recent years, the LDI market has stagnated in terms of multi-channel development, and the increase in 4K is likely to directly lead to the expansion of COF. Prior to 2013, the COF and TAB markets showed a trend of contraction, but 2014 may have marked a significant turning point. The COF market has regained its growth momentum.
Market and application outlook as mass production becomes full-scale.
In the fourth quarter of 2014, mass production of flexible OLEDs finally began in earnest. As we entered the fourth quarter, the production volume of flexible displays, particularly flexible OLEDs, surged rapidly. Samsung adopted flexible OLEDs for its popular smartphone, the GALAXY NOTE edge. While the initial model, the GALAXY Round, had a more experimental feel, this model is now being sold in earnest, and production volume is expanding. LG Display (LGD) started supplying flexible OLEDs for smartwatches, initially for LG Electronics, and production for Apple began in the fourth quarter. The production volume for Apple is expected to be more than an order of magnitude higher than before. As a result, LGD's production of flexible OLEDs is showing rapid expansion. The production of flexible displays has become more established. This is expected to lead to improvements in mass production technology and infrastructure, resulting in increased production efficiency and yield, thereby driving down costs.
Analysis of the Flexible OLED Market and Applications
In 2017, flexible OLEDs are finally adopted by Apple's iPhone. For the time being, it will be used in only one high-end model, but the impact on the industry will be significant. Naturally, the flexible OLED market is expected to make great strides. Apple will continue to adopt flexible OLEDs beyond 2018, and the range of models will also expand. The full-scale growth of the flexible OLED market is about to begin. This report analyzes flexible displays, particularly flexible OLEDs. It provides detailed insights into the market, manufacturers, production capacity analysis, applications, and technological trends. Additionally, it includes an analysis of application demand for smartphones, smartwatches, tablets, and newly emerging VR devices. This report offers a comprehensive overview of the current state of flexible displays, especially flexible OLEDs, and their future prospects.
All three models of the 2018 Apple iPhone adopt COF. Analyzing the COF market, which is regaining its growth potential.
In 2017, Apple began to have a significant impact on the COF market. Flexible OLED was adopted for the Apple iPhone, and 2-metal COF was used as the DDI. This led to a substantial expansion and full-scale development of the 2-metal COF market. The 2018 model of the iPhone also adopted flexible OLED and 2-metal COF, further expanding to two models. The 2-metal COF market is expected to continue to grow in 2018. The iPhone X has been underperforming in sales, and a slowdown in the growth of OLED types for the 2018 models is also anticipated. There are predictions for the expansion of LCD models as well. However, even in this LCD type, a new COF will be adopted starting in 2018, albeit on one side. The model will feature a full-screen (FULL ACTIVE) type of LCD, and COF will be used for DDI implementation. In other words, all three models of Apple's 2018 lineup will incorporate COF. Apple is set to have an even greater impact on the COF market.
This report summarizes the current status and future of flexible displays, focusing on flexible OLED technology.
Mass production of foldable OLEDs is finally starting. In 2018, Royole began mass production of foldable OLEDs, but the product was at a bendable level. In 2019, Samsung released the Galaxy Fold, a foldable smartphone that adopted SDC's foldable OLED. This product can truly be said to be at a foldable level, and it marks the mass production of what can be considered the world's first genuine foldable OLED. The year 2019 will be called the year of foldables. The flexible OLED market continues to grow, primarily driven by Samsung and Apple. In 2018, two iPhone models adopted flexible OLEDs, and the supply volume also expanded. However, relying solely on Samsung and Apple, the expansion of flexible OLED supply is not expected to be significant. The trends in production and sales of flexible OLEDs by Chinese manufacturers will be key to market expansion. Although mass production of foldable OLEDs has begun, their contribution to the market is still small. The production and demand for flexible OLEDs among Chinese manufacturers will determine the success or failure of the flexible display market in 2019.
This report analyzes the current market trends of TAB/COF, summarizing market trends and the business development status of each manufacturer.
The COF market in 2019 maintained high growth until September, with production levels at their highest in history. However, as Chinese LCD manufacturers continued to increase production, this led to oversupply and a decline in panel prices. Korean and Taiwanese manufacturers had been reducing production early on, but finally, in the fourth quarter, Chinese manufacturers also began to cut back, causing a sudden halt in COF production. As a result, while the single-sided COF market in 2019 surpassed the previous year's performance due to growth in OLED and smartphones, the growth rate fell below expectations. On the other hand, the two-metal COF showed a decline. Demand for iPhones has shrunk, and starting with the 2020 model, the adoption of COP will finally become widespread. The adoption of two-metal COF is expected to further decrease. Currently, the two-metal COF market is dependent on Apple alone. This risk has been consistently highlighted, and it is finally becoming a reality.
- Analysis of the growth of flexible OLEDs regardless of adverse conditions -
Despite the global economic downturn in 2022, the flexible OLED market showed growth. The main application, the smartphone market, is shrinking. Nevertheless, smartphones equipped with flexible OLEDs achieved better performance than the previous year. A significant factor is Apple's strong presence in the smartphone market. Despite the recession, Apple has shown growth and further expanded the adoption of flexible OLEDs. Apple has become an indispensable player in the flexible OLED market. Additionally, Chinese smartphone manufacturers have also expanded their adoption. Chinese flexible OLED manufacturers have intensified their low-price strategies, supplying some products at lower prices than rigid OLEDs. As a result, Chinese smartphone manufacturers have expanded the adoption of flexible OLEDs even in mid-range smartphones. The adoption of flexible OLEDs in mid-range smartphones, which have higher sales volumes, has led to an increase in production. This expansion for Apple and Chinese manufacturers has allowed flexible OLEDs to show growth despite the recession.
