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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.

• Organic EL
• LCD display
• Other FPD related

In 2022, the world economy was already weakened by the ongoing effects of COVID-19 when it suffered a devastating blow from Russia's invasion of Ukraine. The COF market has also significantly contracted due to the global economic downturn and accelerating inflation. In the first quarter, the COF market showed a trend of increasing production month by month. It is believed that the inventory of LCDs was resolved by the end of the year. The order situation for DDI and COF has seen an increase in orders for short lead-time products. Historically, an increase in short lead-time products during the downturn phase of the market has often preceded a full recovery. The prices of large LCDs are also on the rise. There are expectations for inventory buildup ahead of China's 618 shopping festival and Amazon Prime Day. The COF market is predicted to expand production in the second half of the year. The decline in 2022 was greater than actual demand. However, a rebound is anticipated in 2023. If production of large LCDs increases even slightly in the second half of 2023, there is a possibility that COF could temporarily face shortages. The COF market in 2022 experienced an unprecedented decline. In 2023, depending on the macroeconomic situation, the COF market is expected to rebound and show growth.

• Organic EL
• LCD display
• Engineering Plastics

The flexible OLED market has shown a second leap and significant growth. The last major jump occurred in 2017 when the supply of flexible OLEDs for the iPhone began, leading to a substantial increase in the market. Now in 2020, the flexible OLED market is experiencing another significant leap. One of the factors contributing to this is the expansion for Apple, similar to the previous occasion. In the iPhone 12, flexible OLEDs have been adopted across all models, resulting in a significant increase in supply for the company. Furthermore, this leap is not only due to Apple but also the expansion for Chinese smartphone manufacturers. The adoption for Chinese companies has greatly expanded from high-end to mid-range manufacturers. Additionally, the growth of Chinese flexible OLED suppliers has contributed to this supply expansion.

• Organic EL

While COF is showing recovery, future growth will depend on advancements into new applications such as OLED and mobile. Although the OLED market is still relatively small, it holds high potential. The entry of Samsung and Chinese manufacturers into the OLED-TV market is anticipated. Progress in foldable and rollable types is also expected. The expansion of markets like OLED is essential for new applications of COF, which will enable COF to achieve sustainable growth.

• Organic EL
• LCD display
• Dedicated IC

We are pleased to announce that NetBrain Inc. has published a new marketing report: "Flexible Display Market and Application Demand Analysis 2020" - 2020 Forecast for the Expansion of the Flexible OLED Market - This report provides an analysis of flexible displays, particularly flexible OLEDs. It includes detailed information on the market, manufacturers, production capacity analysis, applications, and technological trends. Additionally, it covers foldable OLEDs and foldable devices (smartphones, tablets, laptops). The report summarizes the current state and future of flexible displays, focusing on flexible OLEDs.

• Organic EL
• Other FPD related
• Other polymer materials

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.

• Organic EL
• LCD display
• Dedicated IC

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.

• Organic EL
• Other FPD related

In 2018, the COF market showed significant growth. The demand for large LCDs remained steady, and new applications for OLEDs and smartphones became more prominent. In particular, the smartphone sector experienced rapid expansion, increasing the demand for single-sided COF. Traditionally, 2-metal COF was used for flexible OLEDs, but starting in 2018, the demand for single-sided COF surged in full-screen smartphones. The demand is also expanding in LTPS and rigid OLEDs, leading to a more widespread adoption of COF in the smartphone sector. For OLEDs, the aforementioned flexible and rigid OLEDs are becoming more established. Additionally, the demand for OLED TVs is also growing, and it is expected to form a significant demand in a few years. The COF market had experienced stagnation over the past few years, but these new applications are poised to revive it as a growth market once again.

• Organic EL
• LCD display
• Dedicated IC

In 2017, flexible OLED was adopted in Apple's iPhone. The flexible OLED market has been expanding significantly, moving away from the traditional in-house production-centric market. The iPhone has achieved extraordinary sales figures as a standalone model, leading to an increase in flexible OLED production. However, the sales performance of the iPhone X has fallen short of expectations. The flexible OLED market also experienced a sharp contraction, especially after entering 2018. On the other hand, while iPhone X sales have been sluggish, two models in the 2018 lineup will feature flexible OLED. A 6.5-inch model has been added, and Apple is expected to bolster its OLED offerings. Although there is some uncertainty, the flexible OLED market is still expected to continue growing.

• Organic EL
• Other FPD related

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.

• Organic EL
• LCD display
• Dedicated IC

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.

• Organic EL

In February 2015, the 2-metal COF market began to take off. As suppliers followed leading manufacturers, the number of entrants increased in 2016. Furthermore, by 2018, the likelihood of 2-metal COF being used in driver ICs for Apple iPhone displays has increased. The 2-metal COF market is becoming established for flexible OLEDs and has the potential for significant growth. While 2-metal COF presents challenges, it is a high value-added product that is likely to greatly contribute to COF manufacturers in terms of market size and profits. It has the potential to be a driver for the growth of the COF market in the future. This report analyzes the current market trends of TAB/COF, summarizing market trends, manufacturer shares, and the business development status of each manufacturer. In particular, this report analyzes the market, suppliers, and application trends related to 2-metal COF, as well as future demand. It also includes an application analysis concerning flexible displays, which will become the main application for 2-metal COF.

• Dedicated IC
• Organic EL
• LCD display

The growth of 2-metal COF has revived the COF market, increasing the likelihood of high growth once again. The adoption of 2-metal COF in flexible OLEDs for smartphones has led to a full-scale market development, and the subsequent expansion of flexible OLED adoption and increase in production volume are also contributing to the growth of 2-metal COF production. Furthermore, since 2017, the adoption of flexible OLEDs in Apple's iPhone has been almost certain. There is a high possibility that 2-metal COF will also be used in these displays. As the flexible OLED market expands, the production of 2-metal COF is also expected to increase. Flexible OLEDs have already been adopted in Samsung smartphones, and adoption by Chinese manufacturers is also progressing. With the continued adoption in iPhones, the market is poised for rapid growth.

• Dedicated IC
• plastic

At NetBrain Inc., we have conducted research and analysis on flexible OLEDs and EDP throughout the year. This yearbook clarifies market trends for flexible displays, trends by type for OLEDs and EPDs, supply trends for flexible displays aimed at applications, production trends of suppliers, and supply capacity, based on the data accumulated over the year. Additionally, it summarizes the demand and adoption trends of flexible displays in application markets such as smartphones, smartwatches, tablets, and e-book readers.

• Touch Panel

In February 2015, the 2-metal COF market began to take off. Suppliers, following the lead of the early manufacturers, increased the number of entrants in 2016. Furthermore, by 2018, the likelihood of 2-metal COF being used in driver ICs for Apple iPhone displays is increasing. The 2-metal COF market is starting to take shape for flexible OLEDs and has the potential for significant growth. While 2-metal COF presents challenges, it is a high-value-added product that is likely to contribute significantly to the market and profits for COF manufacturers, potentially driving growth in the COF market moving forward. For COF used in LCDs, although there has been a recovery due to the shift to 4K, 2015 saw significant fluctuations in the demand balance for LCDs, LDI, and COF. While LCD panels for IT have completely shrunk, production volume has increased due to the 4K effect for TVs. Nevertheless, the COF market has shown stark differences between the first and second halves of the year, with a challenging situation expected in the latter half. Still, inventory adjustments are progressing, and the transition to 4K is steadily advancing. Production for 8K is also expected to progress after 2018.

• LCD display
• Dedicated IC

Demand analysis for iPhone and supplier supply trend forecast

• Touch Panel
• Engineering Plastics

This report first clarifies the hardware, system configuration, objectives of IoT implementation, and applications, thereby defining IoT clearly. Furthermore, it forecasts the market for IoT devices, elucidates demand, and analyzes the current status of sensors, communication modules, power supplies, and other components in commercially available IoT devices, revealing trends in the adoption of electronic devices. As a result, it investigates and analyzes the demand for each electronic device, adoption trends by application, future trends, and the development trends towards flexibility. In this report, by first clarifying what IoT is and what types of products exist as IoT devices, as well as what electronic components they utilize, it provides an outlook on the demand and future of IoT devices and electronic devices.

• power supply
• Sensors
• Technical and Reference Books

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.

• Organic EL
• plastic
• Engineering Plastics

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.

• Organic EL
• LCD display
• Other semiconductors

The electronics industry is constantly evolving and transforming. It is currently showing significant changes as it moves towards the era of IoT. Among these, flexible electronic devices possess characteristics suitable for the evolution of IoT terminals, and they are expected to become an essential key technology in the future of the electronics industry. This report investigates and analyzes the development status of various flexible electronic devices, trends of manufacturers involved in entry, development, and mass production, as well as the current state of the market and applications. It predicts the current status and technology of flexible electronic devices, as well as the future landscape of the market and applications.

• Sensors
• Secondary Cells/Batteries

Market trends for TAB/COF tape substrates. Manufacturer trends such as market share and production capacity. Analysis of the current market situation and future outlook, including adoption status by application and tape adoption trends. Additionally, as an outlook on application demand, an analysis of the current LCD and PDP markets, as well as forecasts for new application demands such as OLED, flexible displays, and smartwatches. Exploring the potential for medium- to long-term application prospects in the wearable device and sensor markets.

• Organic EL
• LCD display
• Dedicated IC

This report analyzes the technological development trends of flexible displays and explores the potential for cost reduction. Furthermore, by analyzing the demand trends for applications, it provides a market forecast for flexible displays up to 2019. The report clarifies the current state and future of flexible displays.

• Organic EL
• LCD display
• Engineering Plastics

This report analyzes trends in the flexibility of flexible solar cells, technological development trends for each type of solar cell, trends in the adoption of PV cell substrates, and trends in barrier film development. In the market trends section, it includes market forecasts up to 2017, market trends by type, manufacturer trends, and application analysis, providing a comprehensive overview of the current state and future of flexible solar cells.

• Secondary Cells/Batteries
• Engineering Plastics
• stainless

This report analyzes the current market trends of TAB/COF, particularly focusing on the trends of the exit of three companies and the fluctuations in the tape market before and after their withdrawal, as well as the trends in manufacturer shares. Furthermore, regarding application demand trends, it analyzes flexible displays, which will be key to the future growth of the tape market, including technology development trends, market forecasts, market forecasts by type, manufacturers entering the development, application outlook, and future technological and market prospects. By also analyzing the AMOLED, LCD, and PDP markets, it clarifies the future of the tape market.

• Dedicated IC
• Organic EL

Flexible displays have the potential to be manufactured at a lower cost than traditional glass-based displays. This is especially true for the backplane, where the potential for cost reduction is very high. The flexibleization (filmization) of the backplane has already begun mass production using a lift-off method with polyimide varnish, and further development is progressing. This manufacturing technology is expected to lead to lower costs. Polyimide varnish is significantly cheaper as a material cost compared to glass substrates. In terms of the manufacturing process, recent conventional displays for smartphones have implemented chemical etching and other methods to achieve thinner designs, which have contributed to increased costs. Although the lift-off method involves additional processes such as coating, curing, and releasing polyimide varnish, it is expected to be comparatively lower in cost. At least on the backplane side, the flexibleization (filmization) is likely to see significant advancements in cost reduction.

• Organic EL
• LCD display
• plastic

The development of flexible electronic devices is becoming more active. Progress is being made in the flexibleization of displays, organic EL lighting, RF-ID, sensors, and more. Among these, mass production of flexible solar cells has already begun. Mass production is advancing with thin-film Si types, and their introduction to the market is also progressing. In the United States, following thin-film Si, mass production of CIGS-type flexible solar cells is also underway and being introduced to the market. Flexible solar cells feature free shapes, thin and lightweight designs, and robustness, making them increasingly adopted for BIPV and mobile applications. Particularly in the BIPV field, their lightweight and thin characteristics have drawn attention for ease of installation. They are notable for their high adaptability to various situations, such as walls and curved surfaces, and their ease of installation is said to enable cost reduction. Furthermore, the development of organic thin-film solar cells is also becoming more active. The introduction of printed technology is being promoted, and although still in development, there is growing expectation for these next-generation solar cells to be produced at low costs.

• Secondary Cells/Batteries
• Engineering Plastics
• Other metal materials

Currently, flexible displays are being actively developed by many manufacturers as they move towards commercialization. Some manufacturers have announced the sale of flexible displays, and there are others that plan to announce product launches within the year. It seems that 2012 will indeed be the inaugural year for flexible displays. This report focuses on flexible displays, which are seeing increased development and are on the verge of entering the market. By investigating the current development status of manufacturers entering the field, trends in developed products, and the films/technologies being adopted, we aim to clarify the current state of development progress, product trends, technological trends, and material trends in flexible displays, analyzing their present and future. This report is a division and reorganization of the "2012 Status of Development of Flexible Electronic Devices and Reference for Entering Manufacturers," specifically focusing on flexible displays. Among flexible electronic devices, flexible displays are currently the most actively developed. The report investigates and analyzes the development status of these devices and the trends of the manufacturers entering and developing them, shedding light on the current state of flexible displays.

• Organic EL
• LCD display
• Engineering Plastics

At the end of 2011, the withdrawal of MCS, SamsungTW, and Sumitomo Metal Mining from the COF and tape business became apparent. Although there are slight differences in the areas and timing of withdrawal, each company plans to exit the COF market by June 2012. Production capacity will be significantly reduced all at once. Additionally, in the COF market, where the three companies collectively hold about 25% market share, a large free demand will arise. Competition among the companies has already begun, but significant fluctuations in the CO market are expected after the second half of 2012. This report analyzes the demand forecast for COF, trends in production capacity, and production operating rates from the second half of 2012 onwards. It also investigates user trends for the three withdrawing companies, including their supply users and supply volumes, analyzes the potential for existing COF manufacturers to gain market share, and forecasts manufacturer shares for the latter half of the year. Furthermore, by clarifying the positioning of the three withdrawing manufacturers, it provides an outlook for the future tape substrate market.

• LCD display
• Dedicated IC

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.

• Dedicated IC
• Organic EL
• LCD display

Target applications include solar cells (thin-film Si/CIGS/CdTe/dye-sensitized/organic thin film), displays (OLED/EPD/LCD/PDP, etc.), solid-state lighting (organic EL lighting/inorganic EL lighting/QLED), and others (RF-ID, batteries, speakers, sensors, etc.). There are 206 reference manufacturers entering the market. Flexible electronic devices have a high affinity with printed and organic material technologies. Development of products that integrate these technologies is already underway in some areas. It is predicted that the added value will increase in the future. This report investigates and analyzes the development status of each device in the actively developing field of flexible electronic devices, as well as the trends of manufacturers entering and developing in this area. It clarifies the current state of flexible electronic devices.

• Engineering Plastics
• Organic EL
• IC tag

Printed technology is gaining attention. Conventional electronic devices, represented by semiconductors and LCDs, are primarily manufactured using deposition and lithography techniques. These devices have evolved to become more high-performance and larger in size, and particularly in cutting-edge fields, semiconductors have miniaturized while LCDs have approached the limits of large-scale manufacturing lines. As a result, constructing new production lines has required enormous funding. This has limited the number of manufacturers entering the market and has become a significant barrier to new entrants. The situation has become stagnant, resembling a dead end in some respects. Amidst this, the development of printed technology is progressing, and its application in mass production lines is advancing in some areas. Printed technology features low-temperature processes, low-power manufacturing equipment, cleanroom-less environments, and non-vacuum processes, making it a manufacturing technology with low initial costs. Additionally, the introduction of roll-to-roll methods has the potential to significantly enhance productivity and reduce running costs. This technology also allows for the flexibility and cost reduction of products, leading to lower prices. It has the potential to create new applications and markets.

• Organic EL
• Other polymer materials
• Secondary Cells/Batteries

The tape substrate market in 2010 appeared to be robust at first glance, with a year-on-year growth of 108.8%. However, in reality, it was a tumultuous and challenging year. The start was very strong, continuing the good performance from the second half of 2009, and even the production in the typically weak first quarter exceeded the previous quarter, showing an unusual level of strength. This trend led to a very favorable first half. However, in reality, inventory began to accumulate, which became evident after the summer. Production in the second half dropped significantly. As a result, prices fell, and profits decreased sharply. While it may seem stable on an annual basis, the reality was that there were significant fluctuations, with the strong performance in the first half leading to capacity expansion, followed by a decline in production due to production adjustments, which dealt a heavy blow to various manufacturers. Consequently, the elimination of manufacturers, including withdrawals, has progressed further. The demand forecast for LCDs in 2011 is a bearish and conservative one. However, there is a high possibility that demand in emerging markets may exceed expectations. Depending on trends in that area, there could be upward revisions to the market. Although growth in 2011 is not expected to be significant, it is unlikely to be as tumultuous a year as 2010. A stable trend is anticipated.

• Other semiconductors
• Printed Circuit Board
• Adhesive tape

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.

• Circuit board processing machine
• Printed Circuit Board
• others

In addition to the data and information on TAB and COF, we have newly collected information related to polyimide film, FCCL, LDI, and LCD, and conducted a comprehensive investigation and analysis throughout the supply chain from polyimide film to LCD.

• Other semiconductors
• LCD display
• Printed Circuit Board

This report investigates and analyzes the trends of the SMT market, including mount technology, manufacturers, and products, which is currently facing a significant transformation. It provides an outlook on the future of the SMT market.

• Circuit board processing machine

With the expansion of FC implementation, the FC bonder market is experiencing rapid growth. An analysis is provided regarding the market, manufacturer shares, and application adoption status for various types of FC bonders, including COG, COF, ultrasonic FC, general-purpose FC, and mounter-type FC bonders.

• Bonding Equipment
• LCD display
• Printed Circuit Board

Focusing on the rapidly growing two-layer FPC, we conducted demand forecasting by application and clarified trends in the market, applications, manufacturers, and types. Additionally, regarding the two-layer CCL, which is facing supply constraints due to a sharp increase in demand, we investigated and analyzed the production status and expansion plans of each two-layer CCL manufacturer to clarify the current supply and demand situation. This provides an outlook on the future of two-layer FPC/CCL.

• Printed Circuit Board
• Adhesive tape

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 new etching and semi-additive technologies as next-generation COF technologies. Additionally, by forecasting the demand for major applications such as LCD, PDP, and OLED, it offers a perspective on the future of the tape substrate market.

• Other semiconductors
• Printed Circuit Board
• Adhesive tape

This report predicts the overall demand for FC implementation by conducting demand forecasts based on specific applications in the steadily growing field of FC implementation. Furthermore, as part of the FC bonder section, it summarizes the market, manufacturer share, future trends, etc., for each type of bonder, including COG, COF, ultrasound, and general-purpose FC. The report provides a forecast of demand trends for FC implementation while also clarifying the FC bonder market.

• Bonding Equipment
• Other semiconductors
• Printed Circuit Board

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.

• Other semiconductors

The LDI and COF markets are showing a rapid recovery from a significant decline. This report summarizes the trends in the LDI/COF supply chain market, the production systems and capacities of various manufacturers, and supply-demand trends. Additionally, it clarifies the trends in the supply chain for major LCD manufacturers targeting China and presents an outlook on the future of the LDI/COF market, which is showing new developments.

• Other semiconductors
• LCD display
• Printed Circuit Board

This report investigates and analyzes the trends in the SMT market, automatic optical inspection equipment, including the market, products, and manufacturers, in light of the significant transformation period it is facing. It provides an outlook on the future of the SMT market.

• Semiconductor inspection/test equipment
• Visual Inspection Equipment

Analysis of the current and future demand trends for two-layer CCL, which is experiencing a rapid supply shortage due to the expanding demand for two-layer FPC for mobile phones. Additionally, it summarizes the production capacity and equipment enhancement status of two-layer CCL manufacturers that are advancing in expanding their production capacity.

• LCD display
• Printed Circuit Board
• others

LCD panels have grown the market due to high image quality and low prices. There is also a strong demand for these requirements in related components, and naturally, low cost and high functionality are also required for LDI and COF. To address these somewhat conflicting needs, next-generation COF technology is becoming essential.

• Other semiconductors
• LCD display
• Printed Circuit Board

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.

• Bonding Equipment
• Circuit board processing machine
• Other semiconductors