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이학무, Analyst, 3774 1785 hmlee@mirae<strong>asset</strong>.com Korea/Display 3 January <strong>2011</strong><br />
박주비, Analyst, 3774 1938 jubi.park@mirae<strong>asset</strong>.com<br />
Figure 2 업체별 <strong>AMOLED</strong> 생산 능력 전망 (월평균 기판 기준, 1,000 Sheets)<br />
Manufacturer Factory Phase<br />
OLED<br />
Gen<br />
Eqpt.<br />
PO<br />
Install<br />
MP<br />
Ramp<br />
2010 <strong>2011</strong>E 2012E 2013E<br />
AUO Hsinchu 1 1 1 Nov-02 May-04 Oct-04 12.0 12.0 12.0 12.0<br />
Hsinchu 2 2 2 Sep-09 Mar-10 Sep-10 6.0 12.0 12.0 12.0<br />
Hsinchu 3 1 3 Sep-10 Mar-11 Sep-11 18.0 81.0 84.0<br />
2 3 Apr-11 Oct-11 Apr-12 63.0 180.0<br />
BOE BOE Chengdu B2 1 Half4 Jan-12 Jul-12 Jan-13 135.0<br />
CCO Chengdu 1 1 2 Jul-09 Jan-10 Jun-10 7.5 12.0 12.0 12.0<br />
2 2 Jul-09 Jan-10 Jun-10 18.0 36.0 36.0 36.0<br />
Chimei Innolux TPO Hinschu 1 1 3.25 Jan-11 Jun-11 Jan-12 42.0 48.0<br />
2 3.25 Mar-12 Oct-12 Mar-13 66.0<br />
TPO Hsinchu R&D 1 1 Apr-05 Oct-05 Apr-06 12.0 12.0 12.0 12.0<br />
CMEL CMEL Tainan 1 1 1 Aug-03 Feb-05 Jul-05 24.0 24.0 24.0 24.0<br />
CMEL Tainan 2 1 Half3.25 Aug-05 Feb-07 Jul-07 60.0 60.0 60.0 60.0<br />
CPT Taoyuan 1 1 Aug-04 Feb-06 Jul-06 12.0 12.0 12.0 12.0<br />
Epson Fujimi 1 2.5 Jan-06 Jul-06 Jan-07 12.0 12.0 12.0 12.0<br />
Hitachi Mobara 1 1 Half4 Nov-05 May-06 Dec-06 12.0 12.0 12.0 12.0<br />
IRICO Foshan-Shunde 1 1 1 Sep-09 Mar-10 Aug-10 3.9 12.0 12.0 12.0<br />
Foshan-Shunde 2 1 2 Sep-09 Mar-10 Aug-10 9.0 36.0 36.0 36.0<br />
LG Display Kumi LGE 1 2 Nov-05 May-07 Oct-07 48.0 48.0 48.0 48.0<br />
LGD AP1-E1 1 Half4 Nov-07 Mar-08 Sep-09 42.0<br />
LGD AP2-E2 1 Half4 Jun-09 Dec-09 Nov-10 12.0 132.0 144.0 144.0<br />
2 Half4 Jan-11 Jul-11 Dec-11 24.0 192.0 192.0<br />
LGD AP3-E3 1 5.5 Sep-11 Mar-12 Nov-12 15.0 198.0<br />
Ortus Kochi 1 1 1 Feb-02 Aug-03 Jan-04 12.0 12.0 12.0 12.0<br />
Panasonic IPSA Himeji 1 1 Half4 Aug-12 Feb-13 Jul-13 9.0 54.0<br />
Panasonic R&D 1 2 Apr-08 Oct-08 Mar-09 12.0 12.0 12.0 12.0<br />
Sharp Tenri 1 Half4 May-07 Dec-07 Jun-08 12.0 12.0 12.0 12.0<br />
SMD Berlin R&D 1 1 Feb-04 Aug-05 Jan-06 12.0 12.0 12.0 12.0<br />
Kiehung R&D 1 2 Feb-02 Aug-03 Jan-04 12.0 12.0 12.0 12.0<br />
SDI A1 1 Half4 Aug-05 Apr-06 Sep-07 324.0 324.0 324.0 324.0<br />
2 Half4 Apr-08 Aug-08 May-09 168.0 168.0 168.0 168.0<br />
3 Half4 Jul-09 Jan-10 Jun-10 279.0 576.0 576.0 576.0<br />
SMD A2 1 Quarter5.5 Jul-10 Jan-11 Jun-11 234.0 1,152.0 1,152.0<br />
2 5.5 Feb-11 Oct-11 Apr-12 111.0 288.0<br />
3 5.5 Mar-12 Sep-12 Mar-13 225.0<br />
Flex Quarter5.5 Jan-11 Jun-11 Dec-11 6.0 228.0 336.0<br />
Sony Higashiura 1 1 1 Nov-02 May-04 Oct-04 36.0 36.0 36.0 36.0<br />
SNY OLED Higashiura 2 1 3.25 Jul-08 Jan-09 Aug-09 21.0<br />
Thomson Cesson-Sevigne 1 2 Feb-04 Aug-05 Jan-06 12.0 12.0 12.0 12.0<br />
Tianma TNM Shanghai 1 2 Nov-10 May-11 Nov-11 3.0 12.0 12.0<br />
2 Half4 Dec-11 Jun-12 Dec-12 3.0 39.0<br />
TMDisplay Ishikawa 1 Half4 Nov-07 Nov-08 Oct-11 3.0 75.0 96.0<br />
UDT JiLin 1 2 Nov-07 May-08 Nov-08 12.0 12.0 12.0 12.0<br />
Visionox Visionox Beijing 1 1 1 Jun-09 Dec-09 Jun-10 1.8 3.6 3.6 3.6<br />
총합계 1,204.2 1,911.6 3,618.6 4,740.6<br />
자료: Display Search, 미래에셋증권 리서치센터<br />
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