Transcript 平面显示领域中国半导体发展的机遇

平面显示领域中国半导体发展的机遇
Completed FPD Solution Supplier
张晋芳
Agenda
Overview of ChipOne
ChipOne Target Market Analysis
ChipOne Profile and Strategy
Summary
Copyright © Chipone Corp. all rights reserved.
1
2015/4/13
ChipOne Technology(Beijing)Co. Ltd.
Founded： Sept. 2008
Nature: Fabless
IPS：Dozens of patent for invention and utility models
Main Products：Driver, TCON , PMU, Touch Panel
Controller for display
Branch Office: Beijing, Shanghai, Shenzhen and Taipei
Employee: 160
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2015/4/13
ChipOne Achievement
企业荣誉：
 国家规划布局内集成电路设计企业
 国家高新技术企业认证
 工信部集成电路设计企业
 2014年中关村高成长企业Top100
 ISO9001质量管理体系认证
 北京市科学技术奖
 首都科技条件平台研发试验奖
 发改委节能环保产品和技术目录
 中关村LED联盟“优秀创新产品奖”
 海淀区创新企业
 2012、2013年度十大最具发展潜力中国
IC设计公司
Copyright © Chipone Corp. all rights reserved.
重大项目：
 国家重点新产品
 科技部863计划
 科技部火炬计划
 国家发改委、工信部平板显示产业化专项
 北京市“电子信息领域”重大专项
 “北京装备制造领域”重大专项
 首都设计产业提升计划
 2014年电子发展基金
 北京市科技新星计划
 北京市重大培育项目
 北京市创新基金
 北京市工业发展资金
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Excellent Global RD & Service team
Chipone Touch Team:
Chipone TCON Team:
 Has working experience in tier-1
touch design house.
 Stable quality in volume shipment.
 Already has several MP products in
market
 Has good working experience in
international TCON design company.
 Many volume shipment experience
and quality control.
 Good experience for NB, TV and
monitor TCON design and customer
service.
Chipone Driver Team:
 Has good experience in tier-1 driver design
house, a lot of products MP experience for world
wide panel vendors.
 Stable quality in volume shipment, good
feedback from panel vendors.
 Has both big-size panel and small-size panel
design experience for tier-1 customers.
Copyright © Chipone Corp. all rights reserved.
4
2015/4/13
Agenda
Overview of Chipone
Chipone Target Market Analysis
Chipone Profile and Strategy
Summary
Copyright © Chipone Corp. all rights reserved.
5
2015/4/13
Global Gen.8 TFT LCD Capacity Analysis
China main land
market share will
be 39% by 2015,
growing 260%
comparing 2012.
Total 1,323
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6
1,726
2015/4/13
(K)
Global Gen. 8 LCD Capacity Analysis
2013
2015
Q4/2013
(K/M)
Q4/2015
(K/M)
China
255(19%)
667(39%)
Japan
124(9%)
113(7%)
Korea
797(60%)
789(46%)
Taiwan
147(12%)
157(8%)
Global
1,323
1,726
Gen. 8 TFT panel market share of global vendors
（Comparing with Q4/2013 and Q4/2015）
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2015/4/13
Global FPD Market Analysis and Trend Summary
350
35%
30%
Units:M pcs & %
300
TTL
China
30%
%
25%
250
200
25%
19%
19%
20%
20%
150
11%
100
15%
12%
10%
7%
50
5%
0
0%
2013(E)
2014(F)
TV
2013(E)
2014(F)
2013(E)
Monitor
2014(F)
Notebook
2013(E)
2014(F)
Tablet
 MNT，NB will increase 4%+ in China, comparing global decrease in 2013.
 Tablet increase 8% max
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2015/4/13
Display Market -- LCD Driver Summary
-Demand about 8.1 billion chips per year, shipment growth about 8%~9%.
-- It needs beyond 360 million 8” wafers for LCD driver market, combined with driver
chip producing, it also needs huge requirements for assembly and test capacity. In one
word, the market value of driver IC is significantly huge.
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2015/4/13
Market Value: Top 7 of Taiwan LCD Driver IC Vendors
Company Name
联咏
奇景
旭曜
奕力
瑞鼎
硅创
天钰
Total
Revenue
(Million of RMB)
4,860
2,400
1,170
930
840
680
520
11,400
Gross margin(%)
28.5
24.4
13.7
16.6
22.0
28.1
18.4
24.2
Profit Margin(%)
14.1
11.1
5.3
3.4
6.1
10.2
5.2
10.5
Real Profit
(Million of RMB)
685
266
62
32
51
69
27
1,193
-
Top 7 LCD IC vendors have about total 24 billion RMB revenue in last year, growing rate of
year is 5%~7%. Among it, about 40% of total revenue is for exporting to China main land
panel companies, growing rate of year for China main land market is beyond 10%.
-
Combined with growth of China panel producing volume, touch, TCON, Scalar and PMU are
all keeping growing fast. These areas are also the valuable investment area.
PS: Except Taiwan IC vendors, there are Korea IC companies which focus on LCD Driver IC
products, such as Silicon Works, Samsung LSI, Renesas, ROHM…
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10
2015/4/13
Panel Technology Trend – For TCON and Driver
TCON Requirements
- Small body size
- Low power design
- High speed process
- High speed P2P interface
- Good Picture processing algorithm
- Variable timing supported for GD-IC
and GIP modes
Panel Trend:
* Slim panel
* Narrow border
* Lower power
* Higher resolution, high
PPI
Driver Requirements
* High expressive of picture,
low response time
- COG supported
- High channel numbers
- Low power design
- High speed process
- High speed P2P interface
- High quality/high yield
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2015/4/13
China Discrete TCON Market Analysis
• TV Market: TV is always a main revenue supplier since China TV market is
continuous increasing. China TV panel capacity is continuous increasing due to new
Gen.8 fab.
• Focus on low-end, middle-end market: HD & FHD 32”, 46” 55”.
• FHD 32” TV panel > 30M/year
• Thin/small border is needed even in main stream TV ★, this trend will introduce
new business chance for new player.
• Monitor Market: Monitor panel market is tended to shrink, but highresolution panel is increasing, e.g. gaming monitor.
• FHD/WUXGA is base line for new product. QHD and below resolution MNT panel
is still original LVDS interface.
• Upper than QHD panel is tended to use eDP interface.
• Notebook/Mobile PC Market: Even the notebook panel is decreasing in
the world market, China Panel vendor’s notebook panel volume is increasing from 2013
to 2014, due to cost advantages, NB or mobile PC panel is moving from Korea to China.
•Almost > 80% new NB panel projects are eDP interface.
• Same situation in tabletPC panel (for Windows 8.1).
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12
2015/4/13
Resolution Trend of Smartphone
 HD720 volume increasing in 2014
 Rapid growth rate of FHD display market with CAGR 55%
(’13~’16) due to panel cost down
 Launching WQHD display in 2014 and Ramp up in ‘15.2H
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13
2015/4/13
Resolution Trend of Smartphone (cont.)
 Lead the high resolution market for hard competition and requiring high performance of
components
WQHD
Display Pixel Density
L-company
(5.5", 538ppi)
Vivo
(6", 490ppi)
Aquos Ex
(4.5", 487ppi)
One
(4.7", 469ppi)
FHD
ZTE-Nubira7
(6.44", 456ppi)
Galaxy S4, Aquos Zeta, Ascend D2
Xperia Z1 (5", 441ppi)
Oppo
(7", 420ppi)
Galaxy Note 3
(5.7", 386ppi)
HD
iPhone 5S
(4", 326ppi)
Xperia Z ultra
(6.4", 344ppi)
Xperia T (4.55", 323ppi)
Evo (4.7", 312ppi)
Galaxy S3 (4.8", 306ppi)
Display Size
6/34
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2015/4/13
Touch Market Value Trend
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15
2015/4/13
Touch Technology View of Market Share
85%
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16
2015/4/13
Agenda
Overview of Chipone
Chipone Target Market Analysis
Chipone Profile and Strategy
Summary
Copyright © Chipone Corp. all rights reserved.
17
2015/4/13
Chipone – Completed FPD Solution Supplier
Chipone focuses on FPD total
solution technology & market,
deliver advanced solution for
panel vendors.
Copyright © Chipone Corp. all rights reserved.
18
2015/4/13
Chipone Strategy: FPD Technology & Market Composed
FPD Trend in the world: FPD
technologies composed to integrated
system.
Chipone Product Strategy:
Triangle model
PANE
L
All-in-one
PMU
+
PMU
PMU
Driver
Tcon
Touch
~2010
Driver
Driver
+
+
Tcon
Tcon
Touch
PMU
+
Driver
+
Tcon
+
Touch
Supply to all
China panel
vendors
Each product line’s
technology and advantages
are confluent
Mature
technology,
stable process
Touch
BOE/华星光电/天
马/维信诺
Base on
China, the
Advanced
biggest FPD technology,
capacity
already as
reference design
with
展讯/MTK/Intel/
高通
FAB
~2012
~2014
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~2015
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2015/4/13
ODM
P2P Interface Required
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2015/4/13
Chipone Touch Product Line Strategy
On-cell
• Smart phone / Tablet
• Patented cost
efficient pattern
• Smart phone market
In-cell • A-si / LTPS supported
• HD / FHD supported
Add
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• Main stream & volume
from Smart phone to ALL-INon• Cover
ONE
• Android / Windows supported
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Chipone Touch In-cell Solution with Partner
Chipone touch team already developed In-cell Touch solution chip by co-work with partner，
which should be an obvious improvement for panel touch technology of China.
2nd Demo
Co-work
start
First Demo
Technical analysis/Patent
analysis and IC features analysis
Copyright © Chipone Corp. all rights reserved.
2015.6
2014.02
2013.02
2012.09
Manufacture
Validation done and
MP confirmation
•Panel parameter
confirmation
•FPGA prototype
•Panel making
•Panel bring up
In-Cell IC MP and will
adopt to new display
technology (AMOLED)
•Technical solution optimization
done
•IC design optimization done
•Panel optimization done
•Final solution debugging done
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2015/4/13
Chipone Touch On-cell Solution with Partner
 On Cell structure related Core
patent
 On Cell sample ready
 Metal Mesh On Cell sample
ready
 Cooperated with China Top 3
LCD panel vendor
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23
2015/4/13
Agenda
Overview of Chipone
Chipone Target Market Analysis
Chipone Profile and Strategy
Summary
Copyright © Chipone Corp. all rights reserved.
24
2015/4/13
Market Opportunity of Chipone
China has
biggest FPD
manufactur
e capacity.
Completed
semiconduc
tor supply
chain in
China
Chipone
China is the
biggest
manufacture
factory of
mobile PC,
tablet, TV and
cell phone.
Internationalized
Execution Team
There is
obvious market
chance due to
technology
integration
trend.
China panel
related IC
company is
almost
empty now.
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2015/4/13
Advantages of Chipone for fast growing
Own core IP in target market，
we are the one of first company
in China which focus on
touch/power/display.
Full product line for FPD, support
customized design service and
whole system solution, have good
relationship with oversea partners.
Experienced engineers can deliver
high quality products and supporting.
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26
2015/4/13
Chipone
集智创“芯”
超越“屏”凡
www.chiponeic.com
Thanks
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27
2015/4/13
Chipone Achievement











IC design enterprises in the national layout
National high and new technology enterprise
IC design company of MII
Top 100 high-growth companies in Zhongguancun, 2014
ISO9001 Quality System
The Beijing municipal science and technology awards
Capital condition platform of science and technology research and development
testing
Energy conservation and environmental protection products and technology in a
directory of Development and reform commission
The award for the best innovative products of LED alliance
Innovation enterprise of Haidian district
Top 10 most promising IC design companies in China in 2012, 2013
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2015/4/13
Chipone Achievement












The national key new products
863 project of Ministry of science and technology
Torch plan of Ministry of science and technology
Panel display project of Development and reform commission and MII
Major projects of Beijing Electronic information field
Major projects of Beijing equipment manufacturing field
The capital design industry promotion plan
2014 Electronic development fund
Beijing municipal science and technology star plans
The major breeding project of Beijing
The innovation fund of Beijing
Beijing industrial development fund
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2015/4/13