平成28年度我が国におけるデータ駆動型社会に係る …€¢...

2017 IHS Markit. All Rights Reserved. 2017 IHS Markit. All Rights Reserved.

28

20172

2017 IHS Markit. All Rights Reserved.

2

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8

1 - - - - - - - - - - - - - - - - - - - - - - - - - - 10

1. ---------------------------------------11

2. ------------------------------------16

3. ---------------------------------17

4. ------------------------------19

Intel

Samsung

Qualcomm

Texas Instruments

MediaTek

Renesas

2


3

2 - - - - - - - - - - - - - - - - - - - - - - - - - - - 26

1. Tier() ---------- 27

Denso

Bosch

Continental

Mobileye

Intel

2. ----------------------------------------- 34

MCU, NXP, Infineon

ADASLogicQualcomm, nVidia, Xilinx

SensorMEMS, ADAS,

3. TSP------------------- 53

HERE

TomTom

Google

4. OS()---- 57

OTAOver The AirFOTAFirmware Over The Air)-SOTA (Software Over The Air)

OS Platform, Application 3


4

3 - - - - - - - - - - - - - - - - - - - - - 64

1. ----------------------------------------- 65

2. --------------------------------------------- 67

3. --------------------------------------------- 69

()

( SEMCOTEYageo)

4. M&A -------------------------------------- 80

5. -------------------------------- 83

SAW

6. () --------------------------------- 94

7. () --------------------------------- 99

4


5

- - - - - - - - - - - - - - - - - - - - - 108

1. ---------------------------------------------- 109

2. -------------------------------------------- 111

3. ---------------------------------------- 112

4. ---------------------------------------------------- 116

Midea Group LG Haier Whirlpool Bosch Panasonic

5


6

5 - - - - - - - - - - - - - - - - - - - - - - - - - - 129

1. ----------------------------- 130

2. -------------------------------------- 132

3. FPD ----------------------------------- 139

4. FPD -------------------------------------- 154

5. ----------------------------------------- 177

6. ----------------------------------------- 185

7. ----------------------------------------- 190

8. -------------------------------------- 197

9. ----------------------------------------- 203

TFT

EL

6


7

6 IoT - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 224

1. --------------------------------------------------- 225

2. IoT --------------------------------------------- 227

3. IoT --------------------------- 234

7 - - - - - - - - - - - - - - - - - - - - - - - - - - 241

7


8

IoT(Internet of Things)(AI)

8


9

IoT

9


1

10


11

20011,50020163,500200910.9%201034.1%

25%201220152.5%2.2%20161.8%

201712NAND Flash201613.6%201715.1%2016NAND Flash1

4-63D NAND3NAND FlashHDDNAND FlashSSDSolid State DiskHDD

DRAM201520162016DRAMNAND FlashDRAM20172

20171MCUIC

11


12

IHS

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

500,000

Sensors & Actuators

Optical Semiconductor

Discretes

Application Specific Analog

General Purpose Analog

Logic ASIC

Logic ASSP

General Purpose Logic

Other Micro

Microcontroller (MCU)

Microprocessor (MPU)

Other Memory

NOR

NAND

DRAM

()

12


13

2016

IHS

2016

Logic ASSP

ICMPUDRAM

Logic ASSP

MPUDRAM

MCULogic ASIC

DiscreteOptical Semi

Optical Semi

13

DRAM 11%

NAND 10%

Other

Memory 4%

MPU

13%

MCU 5%

Other Micro

1%

General Purpose

Logic

3%

Logic ASSP 18%

Logic ASIC

4%

General Purpose Analog

5%

Application Specific Analog

8%

Discretes 6%

Optical

Semiconductor

10%

Sensors & Actuators

2%

$352,617


14

201120152016

201022015120162016

IoTInternet of Things

IoT

IoTIoTIC3MCUIC

14

AV

LAN

FA


15

IHS

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

500,000

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

()

15


16

2001-2015

IHS 16

2001

Rank

2015

Rank Company Name

1 1 Intel

4 2 Samsung Electronics

19 3 SK Hynix

28 4 Qualcomm

18 5 Micron Technology

5 6 Texas Instruments

9 7 NXP

2 8 Toshiba

37 9 Broadcom

3 10 STMicroelectronics

24 11 Avago Technologies

8 12 Infineon Technologies

55 13 MediaTek

N/A 14 Apple

N/A 15 Renesas Electronics Corporation

N/A 16 SanDisk

17 17 Sony Semiconductor Solutions Corporation

30 18 nVidia

12 19 Advanced Micro Devices (AMD)

31 20 ON Semiconductor

23 21 Analog Devices

N/A 22 Skyworks Solutions

N/A 23 HiSilicon Technologies

72 24 Marvell Technology Group

21 25 ROHM Semiconductor

81 26 Nichia

N/A 27 Qorvo

33 28 Maxim Integrated

32 29 Xilinx

47 30 Microchip Technology


17

M&A 1 2008AMD2009Advanced

Technology Investment Company (ATIC) Global Foundry2009Chartered Semiconductor3,6002014IBM

2008900ICLAPIS2

2010NEC2013

2011Texas InstrumentsNational Semiconductor65TIIC15%IC30%30%

2011ON Semiconductor33020052009

20122013Micron Technology2,000DRAM

2013Avago TechnologyLSI66AvagoHPAgilent Technology2005AgilentLSIASICAvagoASIC

17


18

M&A 2

2014NXPFreescale167EXITInfineon

2014InfineonInternational Rectifier30Infineon

2015Avago TechnologyBroadcom370Avago210I/O

2015IntelAltera167IntelMPUFPGACPUFPGAMPUIoT

2016Analog DevicesLinear Technology148ICICADIICLTCTI

2016QualcommNXP470M&AQualcommNXP

2016Intersil32IC

18


19

Intel

IHS

199220

2011

MPU

IoT

MPUFPGA

FPGAAltera

19

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

0

10,000

20,000

30,000

40,000

50,000

60,000

2011 2012 2013 2014 2015

Wireless Communications - Analog ASSP

Logic ASIC

Logic ASSP

PLD

Microcontroller (MCU)

Microprocessor (MPU)

NAND

Operating Margins

()


20

Samsung

IHS

DRAMNAND Flash

2012DRAM

Logic ASSP/ASIC

DRAMNAND FlashLogic ASSP/ASIC

LCD

20

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

2011 2012 2013 2014 2015

Optical Semiconductor Analog IC

Logic ASIC Logic ASSP

Display Drivers Microcomponent IC

Other Memory NAND

DRAM Operating Margins

()


21

Qualcomm

IHS

201211

IntelIT

AppleSamsung

2015

NXP

21

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

0

5,000

10,000

15,000

20,000

25,000

2011 2012 2013 2014 2015

Analog ASSPLogic ASSPOperating Margins

()


22

Texas Instruments

IHS

20112013

DSP

IC30%

30%

Wireless

IoT

LogicIC

22

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2011 2012 2013 2014 2015

Sensors & Actuators Discretes

Analog ASIC Analog ASSP

General Purpose Analog Logic ASIC

Logic ASSP Standard Logic

Digital Signal Processor (DSP) Microcontroller (MCU)

Operating Margins

()


23

MediaTek

IHS

2015

Logic

ASSP

TV

Qualcomm

Logic

90%

QualcommBroadcom

3

23

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

2011 2012 2013 2014 2015

Analog ASSP Logic ASIC

Logic ASSP Operating Margins

()


24

-10.0%

-5.0%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

0

2,000

4,000

6,000

8,000

10,000

12,000

2011 2012 2013 2014 2015

Optical Semiconductor Discretes

Analog Application Specific IC General Purpose Analog


General Purpose Logic Microcomponent IC

Other Memory NAND

Operating Margins

()

IHS

10

NAND Flash

MCULogic

CMOS

LED

2016

24


25

-10.0%

-5.0%

0.0%

5.0%

10.0%

15.0%

20.0%

0

2,000

4,000

6,000

8,000

10,000

12,000

2011 2012 2013 2014 2015

Optical Semiconductor Discretes

Analog Application Specific IC General Purpose Analog


General Purpose Logic Other Micro

Microcontroller (MCU) Other Memory

DRAM Operating Margins

()

IHS

20112012

2013

2013

2016IC

Intersil

25


2

26


27

Tier 1

IHS

BoschSeeoM&A2015700

ContinentalBosch

Denso20142015BoschContinental3Tier-1

-

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

2011 2012 2013 2014 2015

Bosch

Continental

Denso

()

-

1,000

2,000

3,000

4,000

5,000

6,000

2011 2012 2013 2014 2015

Bosch

Continental

Denso

()

27

Tier 1


28

Mobileye

DensoContinental200110/989Denso3.331Continental36241

2015ADASAdvanced Driving Assistance System,

IHS

(300)

(200)

(100)

-

100

200

300

2013 2014 2015

Sales

OP

NP

()

28


29

Denso

4

2003

2016ADAS201840

2016TriLuminaLiDAR

CMUAI

20161017

29


30

Bosch

Tier-1

2016

IoT

20162020

5G

ADAS2016

928

LIDAR3

3

ADAS2016102016

1000

30


31

Continental

2Tier-1Bosch

ADASAdvanced Scientific Concepts20163D

Flash LIDAR

2016YanchengADAS

20151,000ADAS

2015ADASRoad Database

Road Departure Protection

1

31


32

Mobileye

EyeQ2007

201433018160

201620237

2014Imagination TechnologiesMIPS ProcessorADAS

2016Delphi20194/5

2016CESRoad Experience Management (REM)

GM

32


33

Intel

Intel$125M2014$191M2015

33

20167BMWMobileye2021

Tier-1

Tier-1Tier-2Tier-1

AIXeon Phi2017

AInVidia

Nervana

480048

33


34

MCU201650202070

ADASInfotainment

MCU, NXP, Infineon3

IHS

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

2014 2015 2016 2017 2018 2019 2020 2021 2022

Powertrain

Other Automotive,Trucks, AMInfotainment

Chassis & Safety:OtherBody &ConvenienceADAS

() MCU

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

2,0002014

2015

()

34

MCU


35

MCU NXP

ADAS

Infotainment

NXPFreescale

NXPQualcomm470NXP

IHS

-

500

1,000

1,500

2,000

2,500

2011 2012 2013 2014 2015

Others

Chassis &Safety

Infotainment

Body &Convenience

Powertrain

()

-

500

1,000

1,500

2,000

2,500

2011 2012 2013 2014 2015

Body &Convenience

Infotainment

Others

Chassis &Safety

Powertrain

()

NXP

35


36

MCU InfineonTI

InfineonADAS2015

ADASInfotainment

TIADASTDAxTier-1

IHS

Infineon TI

-

500

1,000

1,500

2,000

2,500

2011 2012 2013 2014 2015

Others

Body &ConvenienceChassis &Safety

Powertrain

()

-

500

1,000

1,500

2,000

2,500

2011 2012 2013 2014 2015

Others

Powertrain

Body &Convenience

Chassis &Safety

()

36


37

MCU PowertrainBody & Convenience

, NXP, InfineonMCUARMARMMCUARMMCUMCU

Body&Convenience

Powertrain Body&Convenience

IHS

-

100

200

300

400

500

600

700

Renesas NXP Infineon STMicro Microchip TI

()

-

50

100

150

200

250

300

350

400

450

500()

37


38

MCU ChassisSafetyInfotainment

Chassis&SafetyADASNXPTIADAS

Infotainment, Cypress Infotainment

MCULogic

Infotainment

IHS

Chassis&Safety

-

50

100

150

200

250

300

TI NXP Renesas Infineon Microchip OnSemi

()

-

50

100

150

200

250

Renesas NXP Cypress Microchip Toshiba Atmel

()

38


39

Logic

LogicInfotainment Infotainment

InfotainmentLogic Qualcomm, TI, nVidia, XilinxInfotainment

IHS

Logic

-

500

1,000

1,500

2,000

2,500

3,000 Powertrain

OtherAutomotive,Trucks, AMInfotainment

Chassis &Safety:OtherBody &Convenience

ADAS

()

0

50

100

150

200

250

300

350

2014

2015

()

39


40

Logic Qualcomm

Logic

QualcommInfotainmentI/FM2M

Qualcomm

IHS

-

50

100

150

200

250

300

350

400

450

2011 2012 2013 2014 2015

Body &Convenience

Others

Powertrain

Chassis &Safety

Infotainment

()

-

50

100

150

200

250

300

350

400

450

2011 2012 2013 2014 2015

Infotainment

()

40


41

Logic NXPTI

NXP TI

NXPNFCNear Field Communication

FreescaleLogic3

TIOMAP

Logic

IHS

-

50

100

150

200

250

300

350

400

450

2011 2012 2013 2014 2015

Body &Convenience

Powertrain

Chassis &Safety

Others

Infotainment

()

-

50

100

150

200

250

300

350

400

450

2011 2012 2013 2014 2015

Body &Convenience

Powertrain

Chassis &Safety

Others

Infotainment

()

41


42

Logic nVidiaXilinx

nVidia Xilinx

nVidiaGPUGraphic Processing UnitAudi

ADAS

XilinxnVidiaGPUFPGA

ADAS10

IHS

-

50

100

150

200

250

300

350

400

450

2011 2012 2013 2014 2015

Infotainment

()

-

50

100

150

200

250

300

350

400

450

2011 2012 2013 2014 2015

Chassis &Safety

Infotainment

()

42


43

MEMS Pressure Accelerometers Gyroscopes

ADAS Image Sensor Infrared Sensor Laser Diodes Radar Sensor Ultrasonic Sensor

Magnetic Sensor Various switch applications ABS (wheel speed) Automatic, AMT, DCT transmission Various position sensors Camshaft Steering wheel angle Crankshaft Steering wheel torque Electronic throttle valve Acceleration pedal

43


44

MEMS

MEMS20162810ADAS

Magnetic2

90%

Analog IC

IHS

MEMS

0

500

1,000

1,500

2,000

2,500

3,000

3,500 Others

Gyroscopes

Accelerometers

Pressure

()

0

100

200

300

400

500

600

700

8002014

2015

()

44


45

MEMS

Bosch, DensoTier-1

IHS 0

50

100

150

200

250

300

Bosch Sensata Denso Infineon

2014

2015

() Powertrain

0

20

40

60

80

100

120

140

160

Sensata Infineon Bosch NXP

2014

2015

() Chassis&Safty

19

20

21

22

23

24

25

Denso

2014

2015

() Body&Convenience

45


46

MEMS

IHS

0

2

4

6

8

10

12

14

16

STMicro Panasonic Bosch

2014

2015

() Infotainment

0

50

100

150

200

250

Bosch NXP ADI Denso Murata

2014

2015

() Chassis&Safty

0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

2014

2015

Body&Convenience ()

46


47

MEMS

()

2

IHS

0

20

40

60

80

100

120

140

160

180

200

Bosch Panasonic ADI Murata

2014

2015

() Chassis&Safty

0

5

10

15

20

25

EpsonToyocom

Panasonic STMicro Murata

2014

2015

() Infotainment

47


48

ADAS 20169MEMS13%

ADAS

IHS

ADASAI

ADASSensor

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

2,000

2014 2015 2016 2017 2018 2019 2020 2021 2022

UltrasonicSensor

Radar

Sensor

LaserDiodes

InfraredSensor

Image

Sensor

()

48


49

ADAS

BoschValeoTier-1

Infineon, STMicro, NXP ON SemiconductorOmnivision

Sony

IHS

0

10

20

30

40

50

60

70

80

90

Bosch Murata Nicera Valeo

2014

2015

() Ultrasonic Sensor

0

5

10

15

20

25

30

35

40

Infineon STMicro NXP

2014

2015

Radar Sensor ()

0

2

4

6

8

10

12

14

16

18

20

2014

2015

Image Sensor ()

49


50

201610ADAS3%ADAS

MEMS

Alleguro, Infineon, Melexis, Micronas, NXPAlleguroMelexis201512TDK

IDM

IHS

Magnetic Sensor

0

200

400

600

800

1000

1200

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

Infotainment

Powertrain

Safety andControl

Comfort andConvenience

()

0

50

100

150

200

250

2014

2015

()

50


51

IHS

Application

2013 2014 2015 2016 2017

1 ABS (wheel speed) 122.5 131.8 130.4 131.6 132.9

2 Various switch applications 61.3 72.7 71.9 73.4 74.6

3 Automatic, AMT, DCT transmission 61.8 66.0 65.2 65.6 66.5

4 Steering wheel angle 42.5 58.4 62.3 64.6 65.7

5 Camshaft 57.9 60.6 60.4 60.1 60.4

6 Electronic throttle valve 53.5 52.9 52.8 54.4 55.8

7 Acceleration pedal 38.6 42.4 44.7 46.7 48.7

8 Selector lever position 35.8 38.6 37.2 37.1 37.1

9 Door lock 32.5 34.9 37.1 39.2 41.2

10 Steering wheel torque 24.6 32.2 35.9 40.2 41.1

11 Crankshaft 29.8 30.0 30.7 30.5 30.6

12 Exhaust Gas Recirculation Valve Position 27.7 27.7 29.3 31.9 34.2

13 Electric power steering motor 23.6 26.2 27.8 28.8 29.9

14 Battery Monitoring Applications 16.1 21.8 22.6 24.1 25.6

15 Chassis height 15.7 18.7 18.4 19.4 20.4

16 Auxillary water pump motor 17.6 19.7 17.6 20.8 21.6

17 Dual clutch and AMT motor 10.1 12.3 14.5 16.5 18.4

18 Windscreen wiper 12.9 13.8 13.6 14.1 14.6

19 Brake Light Switch 12.0 12.3 12.4 12.5 12.7

20 Seat track position 10.1 11.4 11.8 12.4 13.0

826.7 925.1 945.1 986.5 1021.3

51


52

Allegrospeed sensing, position sensing

InfineonWheel speed, camshaft, transmission speed

Melexis3D Hall, acceleration position, electronic throttle valveTDK

MicronasDensoacceleration pedal position

NXPWheel speed, throttle control, steering systems

SensataHoneywell Automotive on Board2010HallAMR

DensoGMCrank/camshaft

AKM

ASMPosition sensing

ADIThrottle control, pedal position, suspension

52


53

TSP

M2M

TSP

3Here, TomTom, Google3

Here8Here

Amazon,

Yahoo, Microsoft

TomTom2007Tele Atlas

iPhone

GoogleGoogle EarthGoogle Map

53


54

HERE NokiaAudi, BMW, Daimler201512

2811363808

8

ITS

3

3

cm

10

HD Live Map

LiDAR3

202095

54


55

TomTom

20158BoschTomTomBosch

TomTom

201511TomTom

Apple Volkswagen

300

55


56

Google

GoogleGoogle

Google

2005220072008

20111210

GoogleSNSWaze20136

Google Google

Here

56


57

Over The Air

181

23SOTA

Software Over The Air,

FOTA-SOTA FOTA-SOTA

IHS

0

5000

10000

15000

20000

25000

30000

35000

40000Asia-PacificOther A-P

Japan

China

Americas

EMEA

()

0%

10%

20%

30%

40%

50%

60%

201220132014201520162017201820192020

EMEA

Americas

China

Japan

Other A-P

57


58

SOTA

IPA

BMWBosch

EVITAE-safety vehicle intrusion protected applications

ITTCGTrusted

Computing Group

58


59

IT

MobileyeIT

OTARedbend SoftwareTowersec

HARMAN InternationalHARMAN201611

Samsung80

59


60

OS InfotainmentOS

QNXLinux Instrument cluster OS InfotainmentOS

OS ADASDCUECUOS

OS

OSAUTOSAR347APTJSIerSCSKDensoKPIT4

OS Platform

IHS

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

Other A-

PJapan

China

Americas

EMEA

()

60


61

OSAUTOSAR

AUTOSAR (AUTomotive Open System ARchitecture) 2003

BMWBoschContinentalDaimlerChrysler2003Siemens VDO

Volkswagen

11 Ford12Peugeot Citroen S.A.

200411 GM

InfotainmentOSAUTOSAR

61


62

OS

OSOSOS

OSBMWGENIVI

AGL (Automotive Grade Linux)

GENIVIAGLAGL

AGLADAS

62


63

OEMOS

2010GMOS

2015500OS

2020Volkswagen1,000OS

IHS

0

500

1,000

1,500

2,000

2,500

3,000

3,500

GM

Ford

Toyota

Hyundai

VW

Nis

san

Honda

Renault

M-B

BM

W

PSA

Chry

sle

r

Fia

t

Audi

Lexus

Mazda

Suzuki

Mitsubis

hi

Jag/L

R

2009

2010

()

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

GM

Toyota

Ford

VW

Hyundai

Honda

Nis

san

BM

W

M-B

Renault

Chry

sle

r

PSA

Audi

Fia

t

Mazda

Suzuki

Lexus

Mitsubis

hi

Jag/L

R

2014

2015

()

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

GM

VW

Toyota

Hyundai

Ford

Honda

Nis

san

Renault

PSA

BM

W

M-B

Fia

t

Chry

sle

r

Audi

Mazda

Suzuki

Mitsubis

hi

Jag/L

R

Lexus

2019

2020

()

63


3

64


AC

RFRF

JEITA

JEITAIHS

65


SAW

BAWBulk Acoustic WaveFBARThin-Film Bulk Acoustic Resonator

Wikipedia,IHS

SAW

66


-

50,000

100,000

150,000

200,000

250,000

300,000

2007 2008 2009 2010 2011 2012 2013 2014 2015

20102013

10

IHS

67


1020%

105

10

102015

68


(2015)

No.1

SAW

100

12071

IHS

69


DCHDD

HDD/M&A

(2015) 100

11782

IHS

70


Samsung

2013Samsung Electronics

Samsung Electro-MechanicsSEMCO

10

(2015)

61760

IHS

71


TE-Connectivity (TE)

80

40M&A

11,233

(2015)

IHS

72


Yageo ()

52015Chilisin Electronics , Teapo Electronics

(2015)

27512 IHS

73


IHS

2007 2015

PC 2007

99717 98947

74


5 SAWSurface Acoustic Wave

LTELong Term Evolution)

JEITAIHS

75


2015 No1.SamsungAppleiPhoneHuawei, VIVO, OPPOOEM

SamsungOEMSamsung Electro-Mechanics2015

DensoBoschTier1Tier 2

FA,IA

76


PCAVOEM

2000Yageo2010

77


SamsungSamsung Electro-MechanicsSEMCO

LG Innotek

Samsung ElectronicsSamsung

Samsung Electro-Mechanics

IHS

78


TE ConnectivityTDKEPCOS TE Connectivity EPCOS

TE connectivity TE connectivity2015

IHS

12233

79


M&A:

M&A

IHS

80


M&A

M&A

81

IHS


M&A

M&A

82

IHS


2010LTE

5

JEITAIHS

83


2015 38500

SAWHV/ EV

EPCOSTDK HV/EV

SAW

84


2011 2010

iPhone44402015 iPhone6S900

IHS

85


vs

IHS

2012201560

04020.4x0.20201 0.25x0.125)

2010 2015

10030 7535

86


Electronicon Kondensatore WIMA EPCOS

SEMCO

AVX CAP-XX KEMET Vishay

Capxon International Nantong Jianghai Capactior Eyang Holdings

Yageo Walsin Technology Lelon Electronics

Samsung ElectronicsSEMCO

IT

MLCC)

87


EPCOS

SEMCO Samyoung

AVX Vishay KEMET

Nantong Jianghai Capacitor Hunan Aihua Group Yangzhou Shengda Group

Yageo Teapo Electronic Corp. Lelon Electronics Apaq

PC

88


AVX 2015 1,200

KEMET 2015 823 AVX2Bosch, Continental, Cisco, Alcatel-Lucent

EPCOS2015 2,500 SAWTDK

Samsung Electro-Mechanics 2015 5,270 Samsung Samsung Electronics

Yageo2015 27,512 OEMPC

89


IHS

90


IHS

91


SAW

SAW

SAW LTE

5G SAWRF90%

IHS 20152016

92


SAW

RFSAWBAWFBAR AVAGO, Qorvo

RFSAW,BAW,FBAR 2015

IHS

RF SAW PA RF Monolithics SAWOEM TDK: EPCOSNo.2 SAWRF

4400

93


5

PCIT

IHS

94


vs

20 PC

OEM TE Connectivity

Delphi M&A

IHS

2010 2015

48470 38040

95


IHS

etc. (JST)JAEetc.

TE Connectivity 40 M&A Amphenol

2015

48470

96


. . PC

IT40

2015 60

IHS 48470

97


No.1TE ConnectivityIT40 No.2Amphenol Delphi IT PCITEMS)FoxconnLuxshare iPhoneIT

98


HDD/ODDHDD

JEITAIHS

99


(

43000(2015

30000

Siemens, ABB, etc.

13000

etc.

HDD,

, etc.

70WHDD/ODDOA

100


40HDD/ODDPCSSDSolid State Drive

HDD/ODD

IHS

101

6039

2015


vs

20112015

HDD/ODD HDD/ODD2015

70 SEMCOHDD

Johnson Electric

2011 2015

4870 6040

102


Johnson Electric ()

Bosch ()

Samsung Electro-Mechanics()

LG Innotek ()

Shanghai Moons ()

Guangdong Welling Motor ()

Delta Electronics ()

103


HDD80

HDDHDD

HDD

M&A

200018

Emerson

104


(2)

DC

DCNo1.70%

HDDLEDiPhone

105


Johnson Electric ()

Bosch () Tier1OEM

Samsung Electro-Mechanics()HDDHDD2015

LG Innotek () SEMCO

iPhone

Shanghai Moons ()

Guangdong Welling Motor ()

Delta Electronics ()

DC

106


(3) -

107


108


2015560,0002020700,000

(Non-Connected)2015(Smart Connected)2020200,000

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2014 2015 2016 2017 2018 2019 2020

Smart Connected

Non-connected

0.0

100,000.0

200,000.0

300,000.0

400,000.0

500,000.0

600,000.0

700,000.0

800,000.0

2014 2015 2016 2017 2018 2019 2020

Smart Connected

Non-connected

() ()

IHS

109


0

50,000

100,000

150,000

200,000

250,000

WashingMachineRoom AirConditionerRefrigerator

LargeCookingDishwasher

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

WashingMachineRoom AirConditionerRefrigerator

Large Cooking

Dishwasher

Non-ConnectedSmart Connected

(Non-Connected)2017Room Air Conditioner

Washing MachineRefrigerator

(Smart Connected) 2016Room Air ConditionerWashing MachineRefrigerator 20202220,000

Non-Connected Smart Connected

IHS

110

Room Air conditioner Freezer ()

Washing machine () Clothes dryer

Refrigerator Dishwasher

Micro Oven Large Cooking /


0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

900,000

2014 2015 2016 2017 2018 2019 2020

Middle East and Africa

Europe

Asia Pacific

Americas

Asia Pacific50%AmericasEurope

20%Middle East and Africa10%Asia Pacific

21%

48%

23%

8%

Americas

Asia Pacific

Europe

Middle Eastand Africa

(2015)

IHS

111


Asia Pacific

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

2014 2015 2016 2017 2018 2019 2020

Washing machine

Room Air Conditioner

Refrigerator

Microwave Oven

Large Cooking

Freezer

Dishwasher

Clothes dryer

0% 1%

4%

17%

8%

21%

29%

20%

Clothes dryer

Dishwasher

Freezer

Large Cooking

Microwave Oven

Refrigerator


Washing machine

Asia Pacific

Asia Pacific20152020350,000

Room Air Conditioner(30%)Refrigerator(20%)Washing machine(20%)Large Cooking(15%)4Microwave OvenFreezer

Asia Pacific(2015) Asia Pacific

IHS

112


America

America

America2020160,000Microwave

Oven (20%) Large Cooking (18%) Refrigerator (18%) Washing machine (15%)Room Air ConditionerClothes dryerDishwasher10%

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

2014 2015 2016 2017 2018 2019 2020

Washing machine


Refrigerator

Microwave Oven

Large Cooking

Freezer

Dishwasher

Clothes dryer

8%

7% 3%

18%

20%

18%

11%

15%

Clothes dryer

Dishwasher

Freezer

Large Cooking

Microwave Oven

Refrigerator

Room AirConditioner

Washing machine

America(2015) America

IHS

113


0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

2014 2015 2016 2017 2018 2019 2020

Washing machine


Refrigerator

Microwave Oven

Large Cooking

Freezer

Dishwasher

Clothes dryer

3% 8%

4%

23%

13%

21%

8%

20%

Clothes dryer

Dishwasher

Freezer

Large Cooking

Microwave Oven

Refrigerator

Room AirConditioner

Washing machine

Euro(2015) Euro

Euro

Euro

Euro2020160,000Large Cooking

(23%) Refrigerator (21%) Washing machine (20%) 3Microwave Oven(13%)Dishwasher(8%)Room Air conditioner(8%)FreezerClothes dryer4%

IHS

114


0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

2014 2015 2016 2017 2018 2019 2020

Washing machine


Refrigerator

Microwave Oven

Large Cooking

Freezer

Dishwasher

Clothes dryer

0%

2%

3%

23%

11%

25%

26%

10%

Clothes dryer

Dishwasher

Freezer

Large Cooking

Microwave Oven

Refrigerator

Room AirConditioner

Washing machine

Middle East and Africa(2015) Middle East and Africa



Middle East and Africa202060,000

Room Air Conditioner (26%) Refrigerator(25%) Large Cooking (23%)7Microwave OvenWashing machine10%FreezerDishwasherClothes dryer

IHS

115


12%

8%

7%

7%

6%

5% 4% 4% 3%

3%

41%

Midea Group

LG Electronics

Haier Group

Whirlpool Corporation

AB Electrolux

Bosch Group

Gree Electric Appliances Inc.

Panasonic Corporation

Samsung Electronics

GE Appliances

Others

11%

8%

8%

8%

6%

5% 5% 4%

4%

4%

37%

Midea Group

LG Electronics

Haier Group

Whirlpool Corporation

AB Electrolux

Bosch Group

Gree Electric Appliances Inc.

Panasonic Corporation

Samsung Electronics

GE Appliances

Others

(2011) (2015)

20112015510

(Others)(5%)Midea Group 10%LG Electronics()Haier Group()Whirlpool Corporation ()3%622

IHS

116


1Midea Group (1)

(2015)

Midea Group

Industrial()2014M$Consumer()Industrial

1(2015)Room Air Conditioner(33%)Large Cooking(

22%)Microwave Oven(19%)Washing machine(16%)

IHS

0

100

200

300

400

500

600

2010 2011 2012 2013 2014

Industrial

Consumer

0%

22%

19%

10%

33%

16% Clothes dryer

Large Cooking

Microwave Oven

Refrigerator


Washing machine

M$

117


Midea Group

2016()

M&A

Carrier Corporation()2016()

Kuka()

Midea Group Refrigerator()

M&A

1Midea Group (2)

2011 2012 2013 2014 2015 2016

M&A

ICBC Midea

Carrier Corporation Fab

Xiaomi

Kuka()

Washing Machine/Clothes dryer

Room Air Conditioner Refrigerator/

Freezer

Microwave Oven Large Cooking

118


2LG (1)

(2015)

LGWireless Communications()Consumer(AV)Computer Peripherals(PC)

20146000M$Smart HomeConsumerWireless Communications

2(2015)Washing machine(25%)Room Air Conditioner(23%)

Microwave Oven(21%)Refrigerator(21%)

IHS

M$

0.00

1,000.00

2,000.00

3,000.00

4,000.00

5,000.00

6,000.00

7,000.00

2009 2010 2011 2012 2013 2014

Wireless Communications

Wired Communications

Consumer

Computer Platforms

Computer Peripherals

Automotive

0%

11%

21%

20%

23%

25%

Clothes dryer

Large Cooking

Microwave Oven

Refrigerator

Room AirConditioner

Washingmachine

119


LGSmart Home

HomeChat() Google (Nest)ADT

M&A

2015ADT()Google()

NestSmartHome

LG

M&A

2LG (2)

2011 2012 2013 2014 2015

AT&T ()

ADT () Google Nest



Freezer


120


3Haier (1)

(2015)

HaierWireless Communications()Consumer(AV)Computer Peripherals(PC)

20146000M$Smart HomeConsumerWireless Communications

2(2015)Washing machine(25%)Room Air Conditioner(23%)

Microwave Oven(21%)Refrigerator(21%)

IHS

M$

0.00

200.00

400.00

600.00

800.00

1,000.00

1,200.00

2009 2010 2011 2012 2013 2014

WirelessCommunications

Consumer

ComputerPlatforms

ComputerPeripherals

Automotive

1% 1%

4%

16%

3%

30% 16%

29%

Clothes dryer

Dishwasher

Freezer

Large Cooking

Microwave Oven

Refrigerator


Washing machine

121


HaierHaier U+ Smart Life Platform2015 Smart HomeU+ Smart Life Platform 2016GE()

M&A

2012()2016GE(

)IoTGE() Predix

Haier GE()

M&A

3Haier (2)

2012 2013 2014 2015 2016

M&A

GE



Freezer


122


4 Whirlpool Corporation (1)

(2015)

WhirlpoolConsumer ()2010

2014750M$Smart Home

(2015)Washing machine(26%)Large Cooking(24%)

Refrigerator(23%)Clothes dryer(10%)Dishwasher(10%)

IHS

M$

0

100

200

300

400

500

600

700

800

900

2009 2010 2011 2012 2013 2014

Consumer

10%

10%

2%

24%

5%

23%

26%

Clothes dryer

Dishwasher

Freezer

Large Cooking

Microwave Oven

Refrigerator

Washing machine

123


Whirlpool

Smart Home2013 My Smart Appliances

M&A

2012()2016GE(

)IoTGE() Predix

Whirlpool

M&A

2012 2013 2014 2015 2016

Google NEST Smart Top Load Washer and Dryer PGSWASH

4 Whirlpool Corporation (2)


Refrigerator/Freezer


124


5 Bosch (1)

(2015)

BoschAutomotive()Industrial()Consumer()

201430000M$Bosch()/()(4.0)

6(2015)Large Cooking(36%)Refrigerator(24%)Washing

machine(21%) Room Air Conditioner

IHS

M$

0.00

500.00

1,000.00

1,500.00

2,000.00

2,500.00

3,000.00

3,500.00

2009 2010 2011 2012 2013 2014

Industrial

Consumer

Automotive

3%

15%

1%

36%

24%

21% Clothes dryer

Dishwasher

Freezer

Large Cooking

Refrigerator

Washing machine

125


Bosch2015BSH

Bosch/Siemens

M&A 2015BSH( Bosch/Siemens)Siemens Drop()

Haier GE()

M&A

5 Bosch (2)


Refrigerator/Freezer


2011 2012 2013 2014 2015

M&A

BSH(Basch/ Siemens)

126


6 Panasonic(1)

(2015)

PanasonicConsumer()Computer Platforms(PC)Wired/Wireless Communications(

)201430000M$Panasonic(B2B)

8(2015)Microwave Oven(35%)Room Air Conditioner(26%)

Washing machine(23%)Refrigerator(14%)Clothes dryer(2%)

IHS

M$

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

2009 2010 2011 2012 2013 2014

Wireless Communications

Wired Communications

Industrial

Consumer

Computer Platforms

Computer Peripherals

Automotive

2%

35%

14%

26%

23% Clothes dryer

Microwave Oven

Refrigerator


Washing machine

127


Panasonic

()4InnovationDesignSpaceCustomer touch-point

M&A 20092015LSISocionext(Fujitsu)

Panasonic

M&A

2011 2012 2013 2014 2015

M&A

LSISocionextFujitsu

6 Panasonic(2)

Washing Machine/

Clothes dryer


Freezer


128


5

129


IHS

2016Q3

Display Long-Term Demand Forecast Tracker

Large Area Display Market Tracker

Small Medium Display Market Tracker

Display Supply Demand & Equipment Tracker

IHSDisplaySearch

130


TVCRT(PDPVFDTFT-LCDAMOLEDAMOLED

LCDOLEDFPD

TFTTFT LCDAMOLEDAMFPD

AMFPD - FPD9.0 - FPD9.1

TFT LCDTFT LCDLCDFPD FPDLCDFPDFPDFPD

131


1/2) 201636.3$1,008

PC(LCD)TV

201653%

200535LCD TV201736~38

PCPCTFT-LCDLCD TVTV2005$8602013$1,300

CRTLCD TVTVLCDTVLCD2016$1,000

132


2/2 2016LCD TV

TVLCD4KTVLCDTVEL(OLED)TVLCDEL

TVPC2021$1,180

133


IHS

134


IHS

135


(LCD)(AM)(TFT) LCD(a-Si) TFT-LCDPCTVLCD (PMLCD)(DSC)PMLCDa-Si TFT-LCD2014a-Si TFT-LCD65%

a-Si TFT(LTPS TFT)LCDDSCLCDAppleiPhoneLTPS TFT-LCDa-Si TFTTFT-LCD

EL(AMOLED)TVSamsungGalaxyAMOLED

TVa-Si TFT-LCDLTPS TFT-LCDAMOLEDSamsungAMOLED2AppleiPhoneAMOLED2017FPDAMOLEDTFT-LCD

136


IHS

137


IHS

138


FPD1/2 2000FPDPCTFT-LCDPCOEMODMTFT-LCDPCTVLCDTFT-LCD2008TFT-LCDFPD

2008PCFPDTVTVTVTFT-LCD2011

PCTFT-LCDTFT-LCDFPD

2008FPDPCFPDPMLCDFPDTFT-LCDTFT-LCDTFT-LCD

139


2/2

TVPCTFT-LCDAMOLEDFPD2010FPD2013

FPDBy ChinaFPDFPDFPD

140


FPD

IHS

141


AMFPD

IHS

142


FPD

IHS

143


AMFPD

IHS

144


FPD

IHS

145


AMFPD

IHS

146


FPD

IHS

147


AMFPD

IHS

148


AMFPD

IHS

149


AMFPD

IHS

150


~2000 2001~2005 2006~2010 2011~

ST-LCD

NEC

20124

NLT

(STN)

(STN)

IPS

IBM ID-TECH

FPD

151


ChiMei

Innolux

~2000 2001~2005 2006~2010

CPT

HannStar

Prime View

TPO

AUO

Innolux

HannStar

E ink

Unipac

GiantPlus

Philips (STN)

Toppoly

Quanta Display

Acer

AUO

Chimei Innolux

GiantPlus (STN)

CPT

2011~

FPD

152


FPD FPD

FPD

Alps Others (Japan) Hydis Others (Korea) RiTdisplay Others (Taiw an)

AUO AUO Hyundai Others (Korea) Samsung Samsung

BOE BOE InfoVision Others (China) Samsung Mobile Samsung

BYD BYD Innolux Corp. Innolux Corp. Samsung SDI Samsung

Casio Others (Japan) Japan Display Japan Display Sanyo Epson Japan Display

CEC-Panda Others (China) Kodak Others Sharp Sharp

Century Century Kyocera Others (Japan) SII Others (Japan)

Chimei Innolux Innolux Corp. Laibao Others (China) Sony Japan Display

CMEL Innolux Corp. LG Display LG Display ST LCD Japan Display

CMO Innolux Corp. LG Innotek LG Display Success Others (China)

CPT CPT LG Philips LG Display TDK Others (Japan)

Eink Others (Taiw an) LGE LG Display Tianma Tianma

EDT Others (Taiw an) Mitsubishi Others (Japan) TMDisplay Japan Display

Epson Japan Display NEC Others (Japan) Toppoly Innolux Corp.

Everdisplay Others (China) NLT Others (Japan) Toshiba Japan Display

EverVision Others (Taiw an) Optrex Others (Japan) TPO Innolux Corp.

GBM Others (Taiw an) Ortus Others (Japan) Truly Truly

GiantPlus GiantPlus Panasonic Others (Japan) Visionox Others (China)

HannStar HannStar Philips Others URT Others (Taiw an)

Hitachi Japan Display Picvue Others (Taiw an) Wintek Others (Taiw an)

Hosiden Others (Japan) Quanta AUO Others Others

153


FPD1/4 TVAMFPD 13inch80inchi

TV2005TVAMFPD 2SamsungLG

AUOInnoluxPCAMFPDTVAMFPDTV2010TVAMFPDTVAMFPDBOEChina Star

Desktop Monitor15inch30inch

AMFPDDesktop PCMonitorAMFPDWindows PCNote PCDesktop PCMonitorAMFPD2010Note PC

AMFPDFPDPCAMFPDFPDLG Display(LGD), SamsungBOEAUO, Innolux5

154


FPD2/4 Note PCFPD10inch20inch

CPUOSNote PCPCPCNote PCFPD2012

TVAMFPDSamsungLGDPCAUO2012OEMESMPCFoxconnInnoluxBOE

Tablet PCFPD5inch12inch

PCTablet PCiPhoneiPad2011FPD2014

FPDTablet PCAppleSamsungFPDLGDSamsungFPDFPDBOECPT

155


FPD3/4

FPD1.5inch6.9inch

FPDFPD2008FPDFPDAMFPD

4G/LTEFileFPDLTPS TFTAMOLED FPD

AMFPD0.8inch16inch

FPD2010AMFPDLGD, Innolux, AUO, TianmaFPD

AMFPDFPD

156


FPD4/4

>AMFPD2016DINAUO, CPT, InnoluxLGD JDI, Sharp, KyoceraTN LCDTruly, TianmaJDI, Kyocera, Panasonic

>AMFPDFPDFPD

157


TVAMFPD

IHS

158


TVAMFPD

IHS

159


Desk Top MonitorAMFPD

IHS

160


Desk Top MonitorAMFPD

IHS

161


Note PCAMFPD

IHS

162


Note PCAMFPD

IHS

163


Tablet PCAMFPD

IHS

164


Tablet PCAMFPD

IHS

165


FPD

IHS

166


FPD

IHS

167


AMFPD

IHS

168


AMFPD

IHS

169


AMFPD

IHS

170


AMFPD

IHS

171


2016AMFPD

50.4%

33.7%

12.4%

2.1%

1.0%

0.3%

2016 AMFPD

IHS

47.8%

37.8%

11.6%

1.8%

0.6%

0.4%

2016 AMFPD

172


2016AMFPD

AUO 21.2%

LG Display 20.1%

Innolux Corp. 12.9%

Sharp 12.6%

CPT

12.6%

Japan Display 11.0%

Tianma 5.1%

GiantPlus 2.3%

Mitsubishi 1.5%

Kyocera 0.4%

BYD 0.3%

2016 AMFPD

Japan Display 29.0%

Sharp 18.6%

Truly 15.0%

Tianma 13.1%

Kyocera 7.1%

Innolux Corp. 6.0%

GiantPlus

3.1%

AUO 2.6%

LG Display 2.1%

CPT 1.9%

NLT 1.4%

BYD 0.1%

2016 AMFPD

LG Display 46.4%

AUO

22.0%

Japan Display 20.2%

Innolux Corp. 6.5%

Tianma 3.0%

Mitsubishi 1.8%

2016 AMFPD

Innolux Corp. 52.0%

CPT 29.1%

HannStar

11.2%

AUO 6.8%

Japan Display 0.9%

2016 AMFPD

Japan Display 61.8%

Kyocera

18.1%

AUO 7.6%

Ortus 6.8%

LG Display 5.8%

2016 AMFPD

Kyocera 66.1%

Panasonic 21.5%

BYD 10.5%

Tianma 1.2%

Japan Display 0.6%

2016 AMFPD

IHS

173


2016AMFPD

LG Display 19.9%

AUO 19.6%

Innolux Corp. 14.8%

CPT 13.3%

Sharp 12.2%

Japan Display 11.0%

Tianma 4.7%

GiantPlus 1.8%

Mitsubishi

1.6% Kyocera

0.7% BYD 0.5%

2016 AMFPD

Japan Display 27.8%

Sharp 22.1%

Truly 10.5%

Tianma

9.7%

LG Display 6.8%

Kyocera 5.9%

CPT 5.7%

AUO 4.3%

Innolux Corp. 3.8%

GiantPlus

2.2% NLT 1.1%

BYD 0.1%

2016 AMFPD

LG Display

43.4%

Japan Display 27.4%

AUO 17.8%

Innolux Corp. 7.1%

Mitsubishi 2.3%

Tianma 1.9%

2016 AMFPD

Innolux Corp. 51.3% CPT

30.5%

HannStar 10.8%

AUO 7.1%

Japan Display 0.3%

2016 AMFPD

Japan Display 61.4%

Kyocera 18.2%

AUO 7.7%

Ortus 6.8%

LG Display 5.9%

2016 AMFPD

Kyocera

59.0%

Panasonic 33.5%

BYD 6.3%

Tianma 0.7%

Japan Display 0.4%

2016 AMFPD

IHS

174


(PPI) >(PPI: Point Per Inch)

>(TFT)(a-Si), (Oxide)(LTPS)a-SiOxideLTPS 300PPIa-Si TFTOxide TFTLTPS TFT AMOLEDLTPS TFT

>TV, PC, 200PPIa-Si TFT()PC300PPI

>=PPI2016350400ppi2018400PPIAMOLEDLTPS TFT LCD

>PCNote PC2in1PPI

175


(PPI)

LTPS

a-Si

(High End)

PC (High End)

(Middle ~ Low)

PC (Low End)

176


1/2 FPD

20~30%2

(ASP)

TVNote PCFPDTVNote PCASP

Tablet PCASP201012Tablet PCAppleIPSASP2013~14Tablet PC2013ASP

177


2/2 ASP2010

2010FPDFPD iPhone2010FPDIPSAMOLEDAMOLEDFPDASP2010

TFT-LCD

FPDFPDFPD

178


AMFPD

179


TVAMFPD

180


Note PCAMFPD

181


Tablet PCAMFPD

182


FPD

183


AMFPD

184


200925TVTFT LCDAMOLED

TVTFT LCDLTPS TFT LCDAMOLED

TFT LCDAMOLED20162019

185


2015 IHS

Source: IHS

()

()

()

(

1

1 = Step

2

3

4 5

6

7

8

9

10

2014

186


> TFT LCDAMOLED

5AMOLED

> AMOLEDTFT LCD

AMOLEDTFT LCD

Oxide LCD High resolutions

Curved, Slim

Rigid AMOLED

Typical TFT-LCD business zone

Rigid AMOLED

Oxide LCD High

resolutions Curved, slim

Flexible AMOLED

LCD Maker

OLED Maker

Dominant area

Red Ocean

Expand Dominant area

Red Ocean

Strong but competition

AS IS To BE

Flexible AMOLED

187


KDIAKorea Display Industry Association106

KDIA

KDIA

188


1.

2. a+

3540~50%

3.

OLED3

4.

189


TFT LCDTV8(Gen8: 2200x2500m) 10.5(Gen11: 2940x3370mm) TFT

- BOE: Heifi () Gen10.5 (2940x3370mm), 2017Q3 2018Q1 - CEC IricoXianyang () Gen8.5 (2250x2610mm), 2017Q3 2018Q2 - CEC Panda: Chengdu () Gen8.6 (2290x2620mm), 2017Q4 2018Q2 - China Star: Shenzhen () Gen10.5 (2940x3370mm), 2018Q2 2019Q1 2018

TFT LCDAMOLED6(Gen6: 1500x1800mm) LTPS TFTAMOLEDSamsung, LGDBOE, Tianma, Truly, Visionox, Ever Display, China StarJDI, SharpAUO, CPTTFT

AMOLED

190


TFT TFT array fab activity Gantt chart

2017 IHS

Source: IHS : Display Supply and Demand Tracker Q3 2016

Order Equipment Install Equipment Mass Production

Country Manufacturer Factory Phs MG Size Tech Max InstallProba

bility

Korea Samsung Display SD A3 2 1500 x 1850 LTPS 15 Apr-16 100%

Korea Samsung Display SMD A2 6 1300 x 1500 LTPS 20 May-16 100%

China China Star CSOT Wuhan LTPS T3 2 1500 x 1850 LTPS 15 Jun-16 100%

China Tianma TNM Xiamen 2 LTPS 2 1500 x 1850 LTPS 15 Jun-16 100%

Taiwan Innolux Corp. CMO Kaohsiung Fab8_b 1 2250 x 2600 a-Si 40 Jul-16 100%

Korea LG Display LGP Kumi AP3 LTPS (P6) 4 1500 x 1850 LTPS 8 Jul-16 100%

Korea Samsung Display SD A3 3 1500 x 1850 LTPS 15 Jul-16 100%

China BOE BOE Ordos B6 LTPS 2 1300 x 1500 LTPS 30 Aug-16 90%

Japan Sharp SHP Kameyama 2 Oxide 3 2160 x 2460 a-Si/Oxide 20 Aug-16 90%

Korea Samsung Display SD A3 4 1500 x 1850 LTPS 15 Oct-16 100%

China HKC HKC Chongqing 1 2250 x 2600 a-Si 70 Nov-16 100%

Korea LG Display LGD Paju P8 7 2200 x 2500 a-Si/Oxide 25 Nov-16 90%

China BOE BOE B7 Chengdu LTPS 1 1500 x 1850 LTPS 15 Dec-16 90%

China BOE BOE Fuqing B10 1 2200 x 2500 a-Si 75 Dec-16 90%

Taiwan Innolux Corp. CMO Tainan Fab5 2 1100 x 1300 a-Si/Oxide 5 Dec-16 90%

Korea Samsung Display SD A3 5 1500 x 1850 LTPS 15 Dec-16 90%

China LG Display LGD Guangzhou 2 2 2200 x 2500 a-Si 50 Jan-17 90%

Korea Samsung Display SD A3 6 1500 x 1850 LTPS 15 Jan-17 90%

China AUO FVO Kunshan L6K LTPS 2 1500 x 1850 LTPS 12 Feb-17 90%

China CPT Vibrant Display Tech Fuzhou 1 1500 x 1850 Oxide 30 Feb-17 90%

Korea LG Display LGD Paju P9-E6 G6 1 1500 x 1850 LTPS 15 Feb-17 90%

Korea Samsung Display SD A2-E (V-1 Pilot) 1 1300 x 1500 LTPS 15 Feb-17 90%

Korea Samsung Display SD A3 7 1500 x 1850 LTPS 15 Mar-17 90%

China Tianma TNM Zuoling Wuhan LTPS 1 1500 x 1850 LTPS 20 Mar-17 90%

China Truly TLY Shanwei 2 SEC L5 1 1100 x 1250 a-Si Apr-17 90%

Korea Samsung Display SD A3 8 1500 x 1850 LTPS 15 May-17 90%

China Visionox GoVSX Kunshan LTPS 2 1300 x 1500 LTPS 8 May-17 80%

China BOE BOE Hefei B9 1 2940 x 3370 a-Si 40 Jun-17 90%

Q2'19Q1'18 Q2'18 Q3'18 Q4'18 Q1'19Q4'17Q2'16 Q3'16 Q4'16 Q1'17 Q2'17 Q3'17

191


TFT TFT array fab activity Gantt chart

2017 IHS

Source: IHS : Display Supply and Demand Tracker Q3 2016


Country Manufacturer Factory Phs MG Size Tech Max InstallProba

bility

Korea LG Display LGD Paju P9-E6 G6 2 1500 x 1850 LTPS 15 Jul-17 74%

China Royole Ryl Shenzhen 1 1 1300 x 1500 LTPS 8 Jul-17 78%

Korea Samsung Display SD A4 (L7-1) 1 1500 x 1850 LTPS 15 Jul-17 70%

China BOE BOE Fuqing B10 2 2200 x 2500 a-Si 75 Sep-17 90%

China CEC Irico Irico Xianyang 1 2250 x 2610 a-Si 60 Sep-17 75%

Korea Samsung Display SD A4 (L7-1) 2 1500 x 1850 LTPS 15 Sep-17 60%

China BOE BOE B7 Chengdu LTPS 2 1500 x 1850 LTPS 15 Nov-17 60%

China CEC Panda PND Chengdu 1 2290 x 2620 a-Si/Oxide 60 Nov-17 70%

Korea Samsung Display SD A4 (L7-1) 3 1500 x 1850 LTPS 15 Nov-17 50%

China BOE BOE Hefei B9 2 2940 x 3370 a-Si 40 Jan-18 90%

Korea Samsung Display SD A2-E (V-1 Pilot) 2 1300 x 1500 LTPS 15 Feb-18 30%

Korea Samsung Display SD A4 (L7-1) 4 1500 x 1850 LTPS 15 Mar-18 40%

China Tianma TNM Zuoling Wuhan LTPS 2 1500 x 1850 LTPS 10 Mar-18 74%

China BOE BOE B7 Chengdu LTPS 3 1500 x 1850 LTPS 15 Apr-18 30%

Korea LG Display LGD Paju P9-E6 G6 3 1500 x 1850 LTPS 15 May-18 40%

Korea Samsung Display SD A4 (L7-1) 5 1500 x 1850 LTPS 15 May-18 30%

China China Star CSOT T6 1 2940 x 3370 a-Si 60 Jun-18 80%

China Visionox VSX Gu'an LTPS 1 1500 x 1850 LTPS 30 Jun-18 55%

China BOE BOE Hefei B9 3 2940 x 3370 a-Si 40 Jul-18 90%

China China Star CSOT T4 LTPS Wuhan 1 1500 x 1850 LTPS 30 Jul-18 35%

China EDO Ever Display 2 LTPS 1 1500 x 1850 LTPS 8 Jul-18 60%

China CEC Irico Irico Xianyang 2 2250 x 2610 a-Si 60 Sep-18 50%

China CEC Panda PND Chengdu 2 2290 x 2620 a-Si/Oxide 60 Sep-18 40%

China Royole Ryl Shenzhen 1 2 1300 x 1500 LTPS 8 Sep-18 40%

China EDO Ever Display 2 LTPS 2 1500 x 1850 LTPS 23 Apr-19 40%

China BOE BOE Mianyang B11 LTPS 1 1500 x 1850 LTPS 15 May-19 30%

Korea LG Display LGD Paju P10 G10.5 1 2940 x 3370 a-Si/Oxide 30 Jun-19 30%

Q2'19Q1'18 Q2'18 Q3'18 Q4'18 Q1'19Q4'17Q2'16 Q3'16 Q4'16 Q1'17 Q2'17 Q3'17

192


AMOLED AMOLED fab activity Gantt chart

2017 IHS

Source: IHS Display Supply and Demand Market Tracker Q3 2016


Country Manufacturer Factory Phs MG Size InstallMP/R&

D/Pilot

Proba

bility

Japan JDI TMD Ishikawa AMOLED 3.0 730 x 920 Apr-16 Pilot 100%

Korea Samsung Display SD A3 2.0 1500 x 925 Apr-16 MP 100%

Korea LG Display LGD AP3-E5 1.0 1500 x 925 Jul-16 MP 100%

Korea Samsung Display SD A3 3.0 1500 x 925 Jul-16 MP 100%

Korea Samsung Display SD A3 4.0 1500 x 925 Sep-16 MP 90%

China Tianma TNM Shanghai AMOLED 2 2.0 650 x 750 Sep-16 MP 60%

Korea LG Display LGD AP3-E5 2.0 1500 x 925 Oct-16 MP 90%

Korea LG Display LGD P9 G8 WOLED E4-2 1.0 2200 x 2500 Oct-16 MP 90%

China BOE BOE B7 AMOLED 1.0 1500 x 925 Dec-16 MP 90%

Japan JDI Mobara J1 AMOLED 1.0 1500 x 925 Dec-16 Pilot 90%

Korea Samsung Display SD A3 5.0 1500 x 925 Dec-16 MP 90%

Korea Samsung Display SD A3 6.0 1500 x 925 Feb-17 MP 90%

Japan Sharp Sharp AMOLED Sakai Pilot 1.0 730 x 920 Mar-17 Pilot 85%

China Tianma TNM Zouling Wuhan AMOLED 1.0 1500 x 925 Mar-17 MP 90%

Taiwan Apple Longtan Fab B AMOLED 1.0 730 x 920 Apr-17 R&D 85%

Singapore AUO L4B AMOLED Flex 1.0 730 x 460 Apr-17 Pilot 100%

Korea Samsung Display SD A3 7.0 1500 x 925 Apr-17 MP 90%

China China Star Wuhan T3 OLED 1.0 750 x 925 Jun-17 Pilot 30%

China Truly Truly Huizhoi B AMOLED 2.0 730 x 920 Jun-17 MP 50%

Korea LG Display LGD P9-E6 G6 OLED 1.0 1500 x 925 Jul-17 MP 90%

Korea Samsung Display SD A3 8.0 1500 x 925 Jul-17 MP 80%

Q3'17 Q4'17 Q1'18 Q2'18 Q3'18 Q4'18 Q1'19 Q2'19Q2'16 Q3'16 Q4'16 Q1'17 Q2'17

193


AMOLED AMOLED fab activity Gantt chart

2017 IHS

Source: IHS Display Supply and Demand Market Tracker Q3 2016


Country Manufacturer Factory Phs MG Size InstallMP/R&

D/Pilot

Proba

bility

China BOE BOE B7 AMOLED 2.0 1500 x 925 Sep-17 MP 60%

Korea Samsung Display SD A4 (L7-1) 1.0 1500 x 925 Oct-17 MP 70%

Korea LG Display LGD P9-E6 G6 OLED 2.0 1500 x 925 Nov-17 MP 75%

China China Star Shenzen T2 OLED 1.0 2200 x 2500 Dec-17 Pilot 30%

Japan JDI Mobara J1 AMOLED 2.0 1500 x 925 Jan-18 MP 50%

Japan Sharp Sharp AMOLED Sakai MP 1.0 1500 x 900 Jan-18 MP 70%

China Tianma TNM Zouling Wuhan AMOLED 2.0 1500 x 925 Jan-18 MP 60%

Korea Samsung Display SD A4 (L7-1) 2.0 1500 x 925 Feb-18 MP 60%

China BOE BOE B7 AMOLED 3.0 1500 x 925 Apr-18 MP 30%

Japan JOLED JOLED 2 1.0 2200 x 2500 Apr-18 MP 50%

Korea LG Display LGD P9-E6 G6 OLED 3.0 1500 x 925 May-18 MP 40%

Japan Sharp Sharp AMOLED Sakai MP 2.0 1500 x 900 Jun-18 MP 50%

China Visionox VSX Guan 1 1.0 1500 x 925 Jun-18 MP 30%

Korea Samsung Display SD A4 (L7-1) 3.0 1500 x 925 Jul-18 MP 50%

Korea Samsung Display SD A4 (L7-1) 4.0 1500 x 925 Oct-18 MP 40%

Korea Samsung Display SD A4 (L7-1) 5.0 1500 x 925 Jan-19 MP 30%

China China Star CSOT T4 OLED 1.0 1500 x 925 Feb-19 MP 30%

China BOE BOE Mianyang B11 AMOLED 1.0 1500 x 925 May-19 MP 30%

Korea LG Display LGD P10 G10.5 OLED 1.0 2940 x 3370 Jun-19 MP 30%

Q3'17 Q4'17 Q1'18 Q2'18 Q3'18 Q4'18 Q1'19 Q2'19Q2'16 Q3'16 Q4'16 Q1'17 Q2'17

194


TFT Mother glass generation definitions

Gen Min Area

(mm)

Max Area

(mm)

Ref. Substrate Dimensions

(mm)

Surface Area

1 0 > 149,999 1 270 x 360 97,200

1 300 x 350 105,000

1 300 x 400 120,000

1 320 x 400 128,000

2 150,000 > 299,999 2 360 x 465 167,400

2 370 x 470 173,900

2.5 400 x 500 200,000

2.5 400 x 505 202,000

2.5 404 x 515 208,060

2.5 410 x 520 213,200

3 300,000 > 599,999 3 550 x 650 357,500

3 550 x 660 363,000

3 550 x 670 368,500

3.25 590 x 670 395,300

3.25 600 x 720 432,000

3.25 610 x 720 439,200

3.25 620 x 720 446,400

3.25 620 x 750 465,000

3.5 650 x 830 539,500

3.5 680 x 880 598,400

4 600,000 > 1,199,999 4 730 x 920 671,600

5 1,200,000 > 2,399,999 5 1000 x 1200 1,200,000

5 1100 x 1250 1,375,000

5 1100 x 1300 1,430,000

5 1200 x 1300 1,560,000

5.5 1300 x 1500 1,950,000

5.5 1320 x 1500 1,980,000

Source: IHS 2017 IHS

195


TFT Mother glass generation definitions (continued)

Gen Min Area

(mm)

Max Area

(mm)

Ref. Substrate Dimensions

(mm)

Surface Area

6 2,400,000 > 3,599,999 6 1500 x 1800 2,700,000

6 1500 x 1850 2,775,000

7 3,600,000 > 4,999,999 7 1870 x 2200 4,114,000

7 1950 x 2250 4,387,500

8 5,000,000 > 6,499,999 8 2160 x 2460 5,313,600

8 2200 x 2500 5,500,000

8.6 2250 x 2600 5,850,000

8.6 2250 x 2610 5,872,500

8.6 2290 x 2620 5,999,800

8.7 2270 x 2700 6,129,000

9 6,500,000 > 8,999,999 9.7 2500 x 2950 7,375,000

10 9,000,000 > 9,999,999 10 2880 x 3130 9,014,400

10.5 2940 x 3370 9,907,800

11 10,000,000 > 10,999,999 11 2960 x 3390 10,034,400

11 3000 x 3400 10,200,000

11 3100 x 3400 10,540,000

11 3100 x 3440 10,664,000


196


TFT-LCDTV

TFT-LCD

PCa-Si TFT

AMOLEDLTPS TFTFPDby ChinaFPDLTPS TFT LCDAMOLED62017

AMOLED

AMOLEDLTPS TFT LCDAMOLEDFPD

197


TFT-LCD

198


FPD TFT-LCD

199


FPD a-Si TFT

200


FPD LTPS TFT

201


FPD AMOLED

202


CRTPDPELTFT

Sharp

203

TFT LCD


ELTFTEL200520112013

IHS

2005 2007 2009 2011 2013 2015 2016 2017 2018 2019 2020

80 165 242 323 385 441 461 487 509 532 555

0

100

200

300

400

500

600


/

204


2005 2007 2009 2011 2013 2015

4% 3% 5% 4% 4% 5%

13% 16% 20% 23% 19% 21%

13% 16% 20% 23% 19% 21%

Corning+CPM 71% 61% 48% 48% 50% 51%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


Corning201350%2010CPM(Corning Material Precision)2012SamsungSCP100%

IHS

205


TFT

3321gVA

2005 2007 2009 2011 2013 2015 2016 2017 2018 2019 2020

114 276 394 441 499 620 643 670 705 729 746

0

100

200

300

400

500

600

700

800


/

IHS

206


TFT

Merck70%201350%2011JNCDIC20082013MerckMerckIPS

IHS

2005 2007 2009 2011 2013 2015

DIC 0% 5% 3% 6% 14% 3%

JNC 25% 30% 28% 39% 38% 32%

Merck 75% 65% 68% 55% 48% 65%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


207


2005 2007 2009 2011 2013 2015 2016 2017 2018 2019 2020

29 69 98 130 159 188 198 209 218 226 233

0

50

100

150

200

250


/

TFT

IHS

208


2005 2007 2009 2011 2013 2015

73% 74% 82% 80% 85% 84%

SVAFF 1% 1% 1%

AMTC 1% 0%

Cando 1% 1% 0% 0% 0%

Sintek 2% 2% 1%

AIS 0% 0% 0% 0% 0% 0%

5% 4% 4% 3% 2% 2%

5% 4% 4% 3% 2% 2%

1% 1% 0% 0% 0% 0%

9% 9% 6% 7% 7% 6%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


TFT

20002000200980%

IHS

209


2005 2007 2009 2011 2013 2015 2016 2017 2018 2019 2020

92 135 198 252 308 422 429 457 481 497 518

0

100

200

300

400

500

600


/

TFT

2PVA70%

IHS

210


2005 2007 2009 2011 2013 2015

Sapo 1%

CMMT 4% 3% 6% 10% 7% 7%

BMC 3% 8% 8% 8% 7% 5%

Optimax 20% 7% 1% 1% 1% 0%

SDI 2% 6% 9% 7% 4% 7%

LG 17% 24% 30% 27% 28% 26%

9% 4% 3% 3% 1% 4%

12% 18% 20% 24% 25% 26%

33% 30% 23% 20% 27% 23%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


TFT

LG

IHS

211


TFT PVA

PVA

2005 2007 2009 2011 2013 2015 2016

PVA 30 103 145 145 132 85 78

2.0 2.0 2.5 3.0 3.3 5.5 6.0

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

0

20

40

60

80

100

120

140

160


/

PVA

IHS

212


2005 2007 2009 2011 2013 2015

10% 16% 13% 20% 13% 15%

90% 84% 87% 80% 87% 85%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


TFT PVA

PVA

IHS

PVA

213


2005 2007 2009 2011 2013 2015 2016

PVA PET 0 0 0 0 0 11 30

PVA Acrl 0 0 0 0 12 64 114

PVA COP 0 0 0 0 14 66 94

PVA TAC 279 517 657 752 823 796 715

0

200

400

600

800

1,000

1,200


/

TFT PVA

TACPVACOPAcrylTACPVA

PVA

IHS

214


2005 2007 2009 2011 2013 2015

2%

30% 26% 28% 25% 24% 24%

70% 74% 72% 75% 76% 74%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


TFT PVA

COP100%Acryl90%10%PVA100%

IHS

TAC

215


TFT

992009CCFLLED100%LED

2005 2007 2009 2011 2013 2015 2016 2017 2018 2019 2020

280 396 526 708 692 697 686 694 710 724 733

0

100

200

300

400

500

600

700

800


/

IHS

216


2005 2007

16% 7%

46% 53%

38% 40%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


TFT

2007OEM2010

IHS

217


TFT IC

ICTFTICIC

2013 2015 2016 2017 2018 2019 2020

IC 3,482 4,382 3,798 3,286 3,093 2,760 2,559

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

5,000


/

IC

IHS

218


2005 2010 2013 2015

20% 37% 30% 28%

Renesus 3% 10% 0%

Lapis 7% 6% 0% 3%

NEC 17%

SiliconWorks 15% 18%

Himax 17% 16% 10% 13%

Novatek 18% 19% 25% 29%

Samsung 18% 12% 19% 10%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


TFT IC

NEC2012ICRohmICRohm2012

IHS

IC

219


EL

EL2007SamsungEL

IHS

EL

2015 IHS Source: IHS

EL

EIL

ETL

EML

RGB

HTL

HIL


220


H1-14 H2-14 H1-15 H2-15 H1-16 H2-16 H1-17 H2-17 H1-18 H2-18 H1-19 H2-19

Emitting material 2,813 2,372 2,893 3,437 3,980 4,880 4,790 5,434 5,536 6,091 6,086 6,942

Common material 8,643 7,324 8,911 10,607 12,205 14,786 14,287 16,008 16,108 17,696 17,588 19,935

0

5,000

10,000

15,000

20,000

25,000

2015 IHS

Notes: Functional material: HTL, ETL/EIL, aETL, R, G, B prime, CPL

Source: IHS

EL

Emmiting MaterialRGB3Common MaterialEIL+ETL+HTL+HILELnmnm()EL

EL

IHS

Kg

221


EL HTL ETL

ELSamsungLGEL

LG Chem. 32%

SDI 11% Tosoh

7%

Idemitsu Kosan 50%

LG Chem.

SDI

Tosoh

IdemitsuKosan


Doosan 20%

Duk San Neolux

31% Idemitsu Kosan 22%

Merck 27%

Doosan

Duk San Neolux

Idemitsu Kosan

Merck


IHS

HTL 2015

ETL 2015

222


EL RGB

EL

Dow Chemical

73%

Duk San Neolux

26%

LG Chem.

1% DowChemical

Duk SanNeolux

LG Chem.


Doosan 7%

SDI 49%

NSCC 14%

UDC 6%

Merck 21%

Idemitsu Kosan

3% Doosan

SDI

NSCC

UDC

Merck


Idemitsu Kosan 69%

Dow Chemical

12%

SFC 19% Idemitsu

Kosan

DowChemical

SFC


IHS

Red 2015

Green 2015

Blue 2015

223


6 IoT

224


IoT

225

IoT

IoTCO2

BEMSHEMS

Smart Grid

Cloud

Security

PC

M2M/IoT


IoT

226

Industrial internet1%

GE 320

15%

$450B

12%

$792B

10%

$630B

10%

$900B

15%

$405B


IoT

227

Automotive Energy Utilities 201477051

4020515


IoT

228

70 50Intel) John DeereField Connect

2016220 5 51/3

Industry 4.0IP


IoTIoT

229

IoT15%

http://www.google.com.sg/url?sa=i&rct=j&q=&source=imgres&cd=&ved=0ahUKEwjtx9efjI_KAhUGLSYKHVSNAD8QjRwICTAA&url=http://www.airbus.com/presscentre/corporate-information/logo-downloads/&psig=AFQjCNH_l73sbcliiKCc_gTjJWY3LmlmzA&ust=1451960432630529


IoT

230

1 2 3 3000 1


IoT

231

EnevoIoT 30%


IoTSmart Home

232

CO2 3CO2 2020 20202030ZEH(Zero Energy House)


IoTSmart Home

233

CO2 16 19 20 pay as you save 4 20


IoT

IT, , 1265nm 6890nm

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

PC Smartphone LCD TV Automotive Industrial

Semiconductor contents by device type

Sensors & Actuators

Optical Semiconductor

Discretes

Analog IC

Logic IC

Microcomponent IC

Memory IC

234


IoT

IoT IT

IoT IoT 2020 240 145 1

235


236

-

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

20

00

20

01

200

2

200

3

200

4

200

5

200

6

20

07

20

08

20

09

20

10

201

1

201

2

201

3

201

4

201

5

20

16

20

17

20

18

Mill

ion

s o

f Sq

. In

4-inch 5-inch 6-inch 8-inch 12-inch


Millions of Sq. In. of Si. per Year by Wafer Size Memory Silicon

-

500

1,000

1,500

2,000

2,500

3,000

3,500

200

0

200

1

200

2

200

3

200

4

200

5

200

6

200

7

200

8

200

9

201

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201

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201

2

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Mill

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s o

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Millions of Sq. In. of Si. per Year by Wafer Size Logic Silicon

-

200

400

600

800

1,000

1,200

200

0

20

01

200

2

20

03

200

4

20

05

200

6

20

07

200

8

200

9

20

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1

20

12

201

3

20

14

201

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201

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201

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Millions of Sq. In. of Si. per Year by Wafer Size Microcomponent Silicon

-

200

400

600

800

1,000

1,200

1,400

1,600

200

0

200

1

200

2

200

3

200

4

200

5

200

6

200

7

200

8

200

9

201

0

201

1

201

2

201

3

201

4

201

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Millions of Sq. In. of Si. per Year by Wafer Size Analog Silicon

12

12

12

12

8

236


IoT8

MemoryMicroLogic12IoT

IoTAnalogDiscreteOpto&Sensor6888IoT

MemoryLogicAnalogDiscreteOpto&Sensor90nm

-

200

400

600

800

1,000

1,200

1,400

200

0

200

1

200

2

20

03

20

04

200

5

200

6

200

7

200

8

20

09

20

10

201

1

201

2

201

3

201

4

20

15

20

16

201

7

201

8

Mill

ion

s o

f Sq

. In

4-inch 5-inch 6-inch 8-inch 12-inchSource: IHS 2015 IHS

Millions of Sq. In. of Si. per Year by Wafer Size Discrete Silicon

-

200

400

600

800

1,000

1,200

1,400

1,600

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

20

08

20

09

20

10

20

11

20

12

20

13

20

14

20

15

20

16

20

17

平成28年度我が国におけるデータ駆動型社 会に係る …€¢...

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平成28年度我が国におけるデータ駆動型社会に係る …€¢...