The TFT-LCD Photomask Market

TABLE OF CONTENTS

Chapter 1

Introduction 

1.1

Chapter 2

LCD Photomask Food Chain

2.1

2.1

Photomask Material Components

2-1

2.1.1

Blank

2-1

2.1.2

Substrate

2-4

2.1.3

Photoblank

2-6

2.1.4

Photomask

2-6

Chapter 3

LCD Photomask Issues And Trends

3-1

3.1

Four-Mask TFT-LCD Production Process

3-1

3.2

Three-Mask TFT-LCD Production Process

3-8

3.3

Photomask Production

3-15

3.4

Photomask Company Profiles

3-18

3.4.1

AIPC

3-18

3.4.2

Hoya

3-18

3.4.3

PKL (Photronics)

3-19

3.4.4

SK Electronics

3-20

3.4.5

LG Micron

3-21

3.4.6

Supermask Co., Ltd

3-21

3.4.7

Toyo Precision Parts Mfg. Co., Ltd

3-22

Chapter 4

Market Analysis

4-1

4.1

Driving Forces

4-1

4.2

TFT-LCD Market Analysis

4-8

4.2.1

Worldwide TFT-LCD Display Market Forecast

4-8

4.2.2

Worldwide TFT-LCD Display Supplier Market Shares

4-14

4.3

TFT Photomask Market Analysis

4-17

4.3.1

Competitive Landscape

4-17

4.3.2

Photomask Pricing

4-20

4.3.3

Worldwide TFT Photomask Market Forecast

4-20

4.3.2

Worldwide TFT Photomask Supplier Market Shares

4-27

4.4

TFT-Photomask Substrate Market Analysis

4-27

4.4.1

Competitive Landscape

4-27

4.4.2

Substrate Pricing

4-29

4.4.3

Worldwide TFT Photomask Substrate Market Shares

4-29

LIST OF TABLES

2.1

Blank Size By LCD Generation

2-3

3.1

Specifications For Standard And GTM Masks

3-10

4.1-

TFT-LCD Capacity By Region 2000-2005

4-9

4.2

TFT-LCD Capacity By Company 2000-2005

4-10

4.3

TFT LCD Panel Supply/Demand Balance – 2006

4-13

4.4

Market Forecast Of TFT-LCD Panels

4-15

4.5

Worldwide TFT-LCD Display Supplier Market Shares

4-16

4.6

Current Pricing Of Photomasks By Generation

4-21

4.7

Forecast Of Photomask Area Per TFT Generation

4-23

4.8

Forecast Of Photomask Unit Shipments Per TFT Generation

4-25

4.9

Current Pricing Of Substrates By Generation

4-30

LIST OF FIGURES

2.1

Mask Blank Polishing Process

2-5

2.2

Photoblank Sputtering Process

2-7

2.3

Photomask Pattern Generation Process

2-9

3.1

History Of Photo Mask Step Reduction

3-3

3.2

TFT Structure

3-4

3.3

LCD Production Process

3-5

3.4

Multi-tone Photomask

3-10

3.5

FPD Slit Mask

3-12

3.6

FPD TM/GTM Mask

3-14

3.7

Process Flow In An LCD Photomask Fabrication Process

3-16

4.1

Global LCD Theoretical Capacity* (Km2 Per Quarter '02-'08)

4-2

4.2

Depreciation Per Panel 5G, 6G, 7G

4.3

4.3

Global LCD Capacity Ramp '03-'07

4.5

4.4

6G, 7G, and 8G Capacity In '06

4-6

4.5

32-Inch Panel Costs By Mask Count

4.7

4.6

Production Capacity Forecast Of LCD Panels

4-11

4.7

TFT and Color Filter Mask Participants

4-19

4.8

Current Pricing Of Photomasks By Generation

4-22

4.9

Forecast Of Photomask Area Per TFT Generation

4-24

4.10

Forecast Of Photomask Unit Shipments Per TFT Generation

4-26

4.11

Worldwide TFT Photomask Market Shares

4-28

4.12

Worldwide TFT Photomask Substrate Market Shares

4-31