Growth or Stagnation? - Opportunities & Challenges in Display Industry Jongchan Yoo Vice President Displaybank Co. Ltd.,
[email protected] URL : www.displaybank.com All contents of this file are copyright by the author and Displaybank Opportunities & Challenges Opportunities & Challenges Component Shortage Economic Crisis Oversupply CHALLENGES e-Reader y AMOLED str LED LCD TV du Smart TV In 3D TV lay Flexible sp Emerging Market Smart Phone Di Digital Broadcasting Mini Note FPTV LCD Monitor OPPORTUNITIES All contents of this file are copyright by the author and Displaybank 2 Contents Opportunities & Challenges in Display Industry Challenges • External Impact : Undermined Economy • Unbalance of Supply & Demand • Over-Investment of TFT LCD • Shortage in Key Component Opportunities • Strong Demand for LED LCD TV • 3D, New Criterion of Display • Various Personal Mobile Application • AMOLED, as post-TFT LCD? All contents of this file are copyright by the author and Displaybank Challenges Challenges •• ExternalExternal ImpactImpact :: UnderminedUndermined EconomyEconomy •• UnbalanceUnbalance ofof SupplySupply && DemandDemand •• OverOver--InvestmentInvestment ofof TFTTFT LCDLCD •• ShortageShortage inin KeyKey ComponentComponent All contents of this file are copyright by the author and Displaybank 4 External Impact : Undermined Economy Undermined Economy KRW/US$ Trend A survey taken in the last week of August by the polling firm StrategyOne suggests that fence sitting by home buyers will dramatically increase in the fourth quarter. Some 87 percent of consumers say they do not plan to make a big-ticket purchase (such as a house or car) in the next 3 to 4 months. Nearly half, 49 percent, say they have already delayed making a big-ticket purchase during the past few months.