SEMI and the FPD Industry it Serves

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SEMI and the FPD Industry it Serves
Presented at TAITA Seminar by George
Lin Vice President, SEMI Global FPD Sept 11, 2007
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About SEMI

• A global industry association established in
  1970, representing the semiconductor supply chain
• Today, it serves more than 2,000 member companies
  in - Semiconductors
• - FPD (Flat Panel Displays)
• - PV and Energy
• - Nano and MEMS

Industry Strategy Symposium-ISS
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SEMI Members by Size and Segment
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SEMI The Global Association (2,000
corporate members worldwide)

• SEMI delivers access to
• Global Markets
• Information Education
• Customers and Key Decision-makers

• SEMI products and services include
• Expositions SEMICON, FPD Expo
• Market research/reports
• Standards
• Public policy/EHS
• Executive conferences
• ITPC, ISS, GFPC
• Industry Publications
• Website www.semi.org
• www.fpdtoday.org (or .com)

Hsinchu
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Exhibitions and Conferences

• SEMI trade shows and conferences are the worlds
  most preferred events for bringing the right
  people together, creating new markets, and
  providing information and ideas that shape the
  industrys future.

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SEMI GFPC 2008

• Date Wed. April 9 Sat. April 12, 2008
• Venue Phoenix Seagaia Resort (Miyazaki, Japan)
• (- used by G8 in )
• Organized bySEMI
• Sponsored by USDC, TTLA, KDIA, SEAJ, Nikkei BP,
  LCD-TV Assn

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International SEMI Standards

• SEMI facilitates the development and
  communication of the industrys most respected
  and widely used standards that reduce industry
  cost and spur innovation
• 720 Standards and Safety Guidelines available
• All aspects of the automated fabs
• 17 Standards Committees, plus many working groups
• Nearly 2000 standards volunteers

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Industry Research and Statistics

• SEMI helps the industry make important
  investment, strategic and planning decisions by
  providing timely and accurate market research and
  market forecasting programs
• SEMI market data covers a broad range of capital
  equipment and materials categories as well as
  geographic regions allowing users to analyze
  trends and develop solid growth plans

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FPD Today Website (www.fpdtoday.com)(See Also
www.semi.org)
Officially launched on 10 August 2007
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Eco System in the Flat Panel Display Industry
Electronic End Product
FPD Panel Module

Manufacturing Equipment
SEMI Membership
Materials Components
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Global Industry Sales (Comparison between
Semiconductor FPD in USB)
Semiconductor Display (FPD) 2006
2007 2006 2007 2007() Industry Total
248 252 86 100 (40) Equipment
40 41 12 8 Materials
37 41 44 54 -------
------- ------ ------ SEMI Business 77
82 56 62 (75) Source SEMI,
SIA, DisplaySearch
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Global FPD Market Close to 100 Billion USD in
2007
Source DisplaySearch Q206 Worldwide FPD
Forecast Report
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Q207 TFT LCD Equipment Forecast
2007 severe, but recover in 08/09
Note Does not include facilities, etc. land,
equipment only. Assume 100 revenue on shipment.
(by DisplaySearch)
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TFT Production Capacity Regional Share (Area
Base)
Source DisplaySearch
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TFT LCD Array Input of Top 10 Share(AUO QDI
gains subtential market share)
Note Based on unyielded ramped input capacity
(by display serach)
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Market Share by Region (on area basis)
Note Based on unyielded ramped input capacity
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LCD TV???????????????????????
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One prediction Big Growth Large TFT-LCD
Panels, by rev (area/TV!) TV market is
driving growth, for IC makers and LCD panel
makers.
Source iSuppli Corporation, Q306 Large TFT-LCD
Market Tracker
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A great TV in every room!!!
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SEMI and the FPD Industry it Serves
Thank You
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Possible Ares of Collaborationbetween
TAITA and SEMI

• Understand each others scope of operations and
  possibilities for collaboration
• B. Exchange information
• C. Consider an exchange of associate membership
• D. Any suggestions ?