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报告导航：研究报告—
TMT产业—消费电子
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2009-2010年全球及中国平板电视和3D电视行业研究报告 |
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字数:4.7万 |
页数:153 |
图表数:100 |
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中文电子版:7000元 |
中文纸版:3500元 |
中文(电子+纸)版：7500元 |
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英文电子版:2100美元 |
英文纸版:2000美元 |
英文(电子+纸)版：2400美元 |
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编号:ZYW035
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发布日期:2010-05 |
附件:下载 |
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3D产业链包括上游的3D节目制作、3D节目频道、3D软件。中游的3D节目存储与播放，包括蓝光播放机及碟片。中游还有3D信号的传输界面，内传输界面包括eDP和LVDS，外传输界面主要是HDMI 1.4A和Display Port 1.2。下游是3D显示图像设备，包括电视、数码相机、笔记本电脑等。在下游也包含了面板厂家。
3D电视的兴起，受益比较大的有六类厂家。首先是索尼，索尼在3D节目制作设备方面具有垄断地位。索尼拥有从镜头到电视的全线产品，索尼也是蓝光碟机的盟主，也是HDMI的盟主之一。同时索尼也拥有3D片源。
第二类受益者是建兴和NVIDIA，建兴是蓝光播放机代工厂家，3D将推动蓝光播放机的销量上升，会有更多的厂家将订单外包给建兴。NVIDIA则是3D显卡厂家，致力于3D游戏和3D桌面显示器的推广，3D电影与电视的火爆会刺激3D游戏和3D桌面显示器市场，NVIDIA在此领域居于垄断地位。
第三类收益者是TCON厂家，3D电视最好配合240Hz和1080P级平板电视，高分辨率需要更复杂价格更高的TCON，240Hz集成到TCON内也是低成本方案，具备竞争力。TCON的厂家如三星、韩国TLI、联咏、奇景都是受益者。
第四类受益者是HDMI业者，每个HDMI接口要收0.5美元的授权费，还有一次性的认证费。
第五类是3D电影设备厂家，包括TI、RealD、XPAND、MASTERIMAGE、Dolby，XPAND擅长设计快门式眼镜，索尼和三星都是其客户。
最后是3D眼镜厂家，主要是快门式3D眼镜厂家。偏光型的价格很便宜，出货量也很低，不具备太高的价值。快门式眼镜价格高，如果有无线发射，最少也要140美元。且出货量大，每台3D电视差不多都要送两副快门式眼镜。不过此领域的厂家很少，且规模很小。
实际上在CRT时代人们就开始研发3D电视，电视机厂家对3D的渴求从未停止过。不过当时的图像刷新频率太低，如果使用快门式3D，图像会出现闪烁。进入平板电视时代，120Hz刷新频率的出现，加上阿凡达的示范效应，促成了快门式3D的顺利推出，120Hz刷新频率的平板电视只需要做微小的改动和附送快门式眼镜就可以实现3D效果。增加的成本很低，但是却可以拥有比较高的售价，利润丰厚。平板电视经过多年的降价，利润越来越薄，因此厂家对3D都非常热衷。尽管人们对内容贫乏忧心忡忡，但2D转3D软件的条件也成熟了。随着电视机核心处理器运算能力的增强，东芝最新电视机的CELL处理器直追英特尔的双核处理器，即时2D转3D软件以前只能在电脑上实现，现在ALTERA的FPGA也可以实现，更不要说CELL了。未来3D电视的普及率将可以达到100%。
虽然现在摘掉眼镜看3D电视还无法实现，量产的3D电视清一色是快门式的。如果4K*2K级清晰度达到，裸眼3D将不再是梦想。而东芝、松下和夏普早在2009年之前就有4K*2K级清晰度样机问世，只是价格太高。未来不仅是3D电视的天下，还将是裸眼3D电视的天下。
The 3D industry chain covers 3D programming, 3D program channels and 3D software in the upstream; in the midstream, it covers 3D program storage and play which includes Blu-Ray Player and DVD-R, as well as 3D signal transmission interfaces including internal transmission interfaces such as eDP and LVDS and external transmission interfaces such as HDMI 1.4A and Display Port 1.2; in the downstream, it covers 3D image display devices including TV, digital camera and laptop as well as panel manufacturers.
The emergence of 3D TV has benefited six types of manufacturers most. The first beneficiary is Sony, which dominates the 3D programming equipment market. The big shot possesses full range of products from lens to TV, and is the undisputable leader in the Blu-Ray player and HDMI market. Meanwhile, it also owns 3D sources.
LITE-ON IT Corporation and NVIDIA are the second largest beneficiaries. As a Blu-Ray player OEM, LITE-ON will see an increase in the sale of Blu-ray players and win more outsourcing orders. NVIDIA, a 3D graphics producer, is engaged in the promotion of 3D games and 3D desktop displays. The fever of 3D movie and 3D TV will stimulate the 3D game and 3D desktop display market, where NVIDIA holds a dominant position.
The third beneficiary is TCON manufacturers. It is an ideal solution for 3D TV to be applied in 240Hz and 1080P flat panel TVs. High resolution requires more complicated and more expensive TCON. Therefore, it is competitive and low-cost to integrate 240Hz into TCON. TCON enterprises including Samsung, TLI, Novatek and Himax get benefits.
The forth beneficiary is HDMI vendors, who collect US$0.5 as the license fee for each HDMI, to say nothing of the one-off certification fee.
The fifth is 3D movie device manufacturers like TI, ReaID, XPAND, MASTERIMAGE and Dolby. XPAND is specialized in the design of shutter spectacles. Its customers include Sony and Samsung.
The sixth is 3D spectacles producers, mainly shutter 3D spectacles producers. Polarized spectacles feature low price, small shipment and lower value, while shutter spectacles are more expensive (at least US$140 each), and the shipment is large, since almost each 3D TV is delivered with two pairs of shutter spectacles. However, there are few manufacturers concentrating on this field, and many of them are in small scale.
In fact, people started the research and development of 3D TV in the era of CRT, and TV manufactures never stop their craving for 3D. However, as the video refresh rate at that time was so low that the pictures would flicker if shutter 3D was applied. In the flat panel TV era, the emergence of 120Hz refresh rate and the Avatar effect have expedited the smooth introduction of shutter 3D. The flat panel TV with 120Hz refresh rate can realize 3D effect though small changes and 3D shutter spectacles. The additional cost is very low, but the prices can be high, and the profit is considerable. After years of price reduction, the profit of flat panel TV has become increasingly low. Therefore, manufacturers are enthusiastic about 3D. And it is just the right time for manufacturers to turn their eyes to 3D software despite people’s concern about scarce content. With the improvement of the computing performance of TV’s core processors, Toshiba’s latest TV CELL processor is almost not inferior to Intel’s dual core processor. The FPGA of ALTERA can enable the 2D-3D real-time transformation software that could only run on computers in the past, to say nothing of CELL. It is expected that the penetration rate of 3D TV will reach 100% in the future.
For now, it’s impossible for people to watch 3D TV without spectacles and all the 3D TV in mass production are shutter types. However, it won’t be a dream for people to watch 3D TV with naked eyes if 4K*2K definition can be realized. Toshiba, Panasonic and Sharp had 4K*2K definition prototypes as early as before 2009, but the price was exorbitant. 3D TV, requiring spectacles or not, will become the mainstream in the future market.
第一章、3D技术概况
1.1、3D技术分类
1.2、快门式
1.2.1、快门式眼镜
1.2.2、快门式眼镜典型例子——Nvidia 3D Vision
1.3、偏极光方式
1.3.1、偏极光简介
1.3.2、偏极光3D投影
1.3.3、偏光眼镜式显示
1.4、裸眼3D
1.4.1、视差屏障光栅式(Parallax Barrier)
1.4.2、柱状透镜(Lenticular Lens)
1.5、3D电视节目
1.5.1、单镜头3D摄像推进3D节目
1.6、DLP 3D投影
1.7、蓝光播放机
1.8、3D信号传输标准
1.8.1、HDMI-1.4A
1.8.2、DisplayPort1.2
1.9、3D电影院
1.10、未来4K*2K级3D电视
1.11、2D转化3D
第二章、3D显示市场
3.1、3D电视市场规模
3.2、3D电视市场现状
3.3、3D桌面显示器
3.4、全球液晶电视市场
3.5、中国液晶电视市场
3.6、中国液晶电视产业
第三章、3D产业链厂家
3.1、3D产业链简介
3.2、3D眼镜厂家
3.1.1、ACCUPIX
3.1.2、深圳亿思达
3.2、3D电影院设备厂家
3.2.1、REAL D
3.2.2、IMAX
3.2.3、XPNAD（X6D）
3.2.4、MASTERIMAGE
3.2.5、DOLBY
3.3、TCON厂家
3.3.1、联咏
3.3.2、奇景
3.4、蓝光播放机代工厂家——建兴
3.5、 DYNAMIC DIGITAL DEPTH(DDD)
第四章、LCD-TV面板厂家研究
4.1、友达
4.2、LG DISPLAY
4.3、三星
4.4、新奇美
第五章：平板电视代工厂家
5.1、平板电视代工概况
5.2、平板电视代工之冠捷
5.3、平板电视代工之瑞轩
5.4、平板电视代工之唯冠
5.5、平板电视代工之群创
5.6、平板电视代工之纬创
第六章：电视机品牌厂家研究
6.1、创维
6.2、康佳
6.3、海信
6.4、TCL多媒体
6.5、长虹
6.6、三星
6.7、索尼
6.8、LG
6.9、飞利浦
6.10、松下
6.11、夏普
6.12、东芝
1. Overview of 3D Technology
1.1. Classification of 3D Technology
1.2. Shutter 3D
1.2.1 Shutter Spectacles
1.2.2 Typical Example of Shutter Spectacles-Nvidia 3D Vision
1.3 Polarized 3D
1.3.1 Profile
1.3.2 Polarized 3D Projection
1.3.3 Polarized Spectacles Display
1.4 3D Viewable with Naked Eyes
1.4.1 Parallax Barrier
1.4.2 Lenticular Lens
1.5 3D Programme
1.5.1 Single-Lens 3D Camera Pushing 3D Programme
1.6 DLP 3D Projection
1.7 Blu-Ray Player
1.8 3D Signal Transmission Standard
1.8.1 HDMI-1.4A
1.8.2 Display Port 1.2
1.9 3D Cinema
1.10 4K*2K-Grade 3D TV in Future
1.11 2D to 3D
2. 3D Display Market
2.1 Market Scale of 3D TV Market
2.2 Status Quo of 3D TV Market
2.3 3D Desktop Display
2.4 Global LCD TV Market
2.5 China LCD TV Market
2.6 China LCD TV Industry
3. 3D Manufacturers in the Industry Chain
3.1 3D Industry Chain
3.2 3D Spectacles Manufacturers
3.1.1 ACCUPIX
3.1.2 Estar
3.3 3D Cinema Device Manufacturers
3.2.1 REALD
3.2.2 IMAX
3.2.3 XPNAD (X6D)
3.2.4 MASTERIMAGE
3.2.5 DOLBY
3.3 TCON Manufacturers
3.3.1 Novatek
3.3.2 Himax
3.4 Blu-Ray Player OEM - LITE-ON IT Corporation
3.5 DYNAMIC DIGITAL DEPTH (DDD)
4. LCD-TV Panel Manufacturers
4.1 AUO
4.2 LG DISPLAY
4.3 Samsung
4.4 Chimei Innolux
5. Flat Panel TV OEMs
5.1 Overview
5.2 AOC
5.3 Amtran
5.4 Proview
5.5 Innolux
5.6 Wistron
6. Brand TV Manufacturers
6.1 Skyworth
6.2 Konka
6.3 Hisense
6.4 TCL Multimedia
6.5 Changhong
6.6 Samsung
6.7 Sony
6.8 LG
6.9 Philips
6.10 Panasonic
6.11 Sharp
6.12 Toshiba
2004-2012年全球LCD-TV普及率
2009年全球平板主要厂家市场占有率
2006-2010年中国电视市场规模
2009年中国电视机厂家市场占有率(销量)
2009年中国LCD-TV电视机厂家市场占有率(销量)
2009年中国电视机厂家市场占有率(销售额)
2009年中国LCD-TV电视机厂家市场占有率(销售额)
2009年1月、2010年1月中国LCD-TV厂家市场占有率(销量)
2009年1月、2010年1月中国LCD-TV厂家市场占有率(销售额)
2008年1月-2009年12月中国液晶电视产量
2008年1月-2009年12月中国液晶电视销量
2008年1月-2009年12月中国液晶电视出口量
2008年1月-2009年12月中国CRT电视销量
2006-2011年中国液晶电视销量
2009年1-11月中国液晶电视出口量地域分布
2002-2010年联咏收入与运营利润率
2002-2010年联咏收入与毛利率
2002-2009年奇景光电收入与运营利润率
2006-2008年奇景收入下游应用分布
2006-2008年奇景客户分布
2005-2011年友达收入与毛利率
2008年4季度-2009年4季度友达产品下游应用分布
2008年4季度-2009年4季度友达产品平均销售额价格
2008年4季度-2009年4季度友达产品每平方米平均销售额价格
2008年4季度-2009年4季度友达中小尺寸出货量
2010年3月友达各生产线产能
2004-2009年LG Display收入与运营利润率
2005-2009年LG Display产量
2009年1季度-2009年4季度下游应用比例
三星2008年1季度到2009年4季度每季度各事业部收入结构比例统计及预测
三星2008年1季度到2009年4季度每季度各事业部运营利润率统计及预测
三星LCD厂房
2008年2季度到2010年4季度三星LCD-TV面板各生产线产能统计及预测
2007年4季度-2009年3季度奇美大尺寸TFT-LCD出货量与平均价格统计
2007年4季度-2009年3季度奇美 TFT-LCD销售额、EBITDA、毛利率统计
2007年4季度-2009年3季度奇美产品下游应用分布比例
2007年4季度-2009年3季度奇美产品尺寸分布比例
2003-2009年冠捷收入与运营利润率
2005-2009年冠捷出货量与产品结构统计及预测
2007-2009年冠捷地域收入结构
瑞轩2005-2010年收入与毛利率统计
瑞轩组织结构
2004-2010年唯冠收入与利润统计
2007-2009财年唯冠地域收入结构
2006-2010财年唯冠产品收入结构
2005-2010年群创收入与营运利润率统计及预测
纬创2003-2010年收入与毛利率统计及预测
纬创2005-2010年产品收入结构比例统计
创维2004-2010财年收入与股东应占利润统计及预测
2009年创维液晶电视面板主要供应厂家供应比例
创维8DD1机芯框架图
创维8G20机芯内部框架图
创维8D18机芯框架图
创维8D18机芯电源框架图
创维8D18机芯信号流程图
康佳DS系列机芯内部框架图
康佳PDP4212内部框架图
康佳TS系列机芯系统框架图
康佳TS系列机芯信号流程图
康佳TS系列机芯框架图
海信TLM42T08GP信号流程图
2003-2009年TCL多媒体收入与税前利润统计
2009年TCL液晶电视面板主要供应厂家供应比例
M71F、M61F、E77F系列电视内部框架图
长虹LS07机芯内部框架图
长虹PP06等离子电视机芯内部框架图
LS20A机芯框图
LT42710FHD主板实物图
LS20 机芯主要IC型号及供应商一览
2009年三星液晶电视面板主要供应厂家供应比例
2006-2008年索尼各类型电视出货量
2009年索尼液晶电视面板主要供应厂家供应比例
2007年2季度到2009年4季度LG电视部门收入与运营利润率统计
2008年1季度-2009年4季度LG电视地区出货量统计
2009年LG液晶电视面板主要供应厂家供应比例
LG的LA73A机芯内部框架图
LA73A内部总线图
2009年飞利浦液晶电视面板主要供应厂家供应比例
TPM1.1U机芯内部框架图
TPM1.2U机芯内部框架图
TPM1.3E机芯内部框架图
松下LH50 机芯（TC-32LX600D）内部框架图
2009年东芝液晶电视面板主要供应厂家供应比例
2008年1季度-2009年4季度LG Display每季度EBITDA
2009年3、4季度奇美各生产线产能统计及预测
奇美光电宁波北仑出口加工园区配套企业
2008、2009年全球主要平板电视代工厂家出货量统计及预测
冠捷各基地生产线产能与数量统计
创维电视2007年4月-2009年2月销量各类型电视机销量
创维液晶电视机芯使用主芯片型号及供应商一览
创维8G20机芯主要芯片型号及供应商
康佳电视主芯片型号及供应商一览
海信电视主芯片型号及供应商一览
TCL多媒体2007-2009年电视销量统计
2008、2009年TCL多媒体电视业务财务状况
TCL多媒体主要系列主芯片型号及供应厂家
长虹主要系列电视主芯片型号及供应厂家
55款三星电视关键组件的型号一览表
LG部分机芯主芯片型号及供应厂家一览
飞利浦机芯主芯片型号及供应商一览
LC4.31E系列机芯关键组件及供应厂家
LC4.7E系列机芯关键组件及供应厂家
松下LH50机芯关键组件型号及供应商
LCD-TV Penetration Rate Worldwide, 2004-2012
Market Shares of Leading Flat Panel Manufacturers Worldwide, 2009
TV Market Scale Nationwide, 2006-2010
Market Shares of TV Manufacturers Nationwide by Sales Volume, 2009
Market Shares of LCD TV Manufacturers Nationwide by Sales Volume, 2009
Market Shares of TV Manufacturers Nationwide by Sales Amount, 2009
Market Shares of LCD TV Manufacturers Nationwide by Sales Amount, 2009
Market Shares of LCD TV Manufacturers Nationwide by Sales Volume, Jan. 2009, Jan. 2010
Market Shares of LCD TV Manufacturers Nationwide by Sales Amount, Jan. 2009, Jan. 2010
China’s Output of LCD TV, Jan. 2008-Dec. 2009
China’s Sales Volume of LCD TV, Jan. 2008-Dec. 2009
China’s Export Volume of LCD TV, Jan. 2008-Dec. 2009
China’s Sales Volume of CRT TV, Jan. 2008-Dec. 2009
China’s Sales Volume of LCD TV, 2006-2011
China’s Export Volume of LCD TV by Region, Jan.-Nov. 2009
Revenue and Operating Profit Margin of Novatek, 2002-2010
Revenue and Gross Profit Margin of Novatek, 2002-2010
Revenue and Operating Profit Margin of Himax, 2002-2009
Distribution of Downstream Application of Himax by Revenue, 2006-2008
Customer Distribution of Himax, 2006-2008
Revenue and Gross Profit Margin of AUO, 2005-2011
Distribution of Downstream Application of AUO by Product, 2008 Q4-2009 Q4
Average Selling Price of AUO’s Products, 2008 Q4-2009 Q4
Average Selling Price of AUO’s Products (per sq m), 2008 Q4-2009 Q4
Shipment of AUO’s Medium- and Small-Sized Products, 2008 Q4-2009 Q4
Capacities of AUO by Production Line, Mar.2010
Revenue and Operating Profit Margin of LG Display, 2004-2009
Output of LG Display, 2005-2009
Proportion of Downstream Application, 2009 Q1-2009 Q4
Quarterly Revenue Structure Proportion of Samsung by Division, 2008 Q1-2009 Q4 E
Quarterly Operating Profit Margin of Samsung by Division, 2008 Q1-2009 Q4 E
LCD Plants of Samsung
LCD TV Panel Capacities of Samsung by Production Line, 2008 Q2-2010 Q4 E
Shipment and Average Price of Chimei’s Large-Sized TFT-LCD, 2007 Q4-2009 Q3
Sales, EBITDA, Gross Profit Margin of Chimei’s TFT-LCD, 2007 Q4-2009 Q3
Distribution of Downstream Application of Chimei by Product, 2007 Q4-2009 Q3
Product Distribution of Chimei by Size, 2007 Q4-2009 Q3
Revenue and Operating Profit Margin of AOC, 2003-2009
Shipment and Product Structure of AOC, 2005-2009 E
Revenue Distribution of AOC by Region, 2007-2009
Revenue and Gross Profit Margin of Amtran, 2005-2010
Amtran Organization
Revenue and Profit of Proview, 2004-2010
Revenue Distribution of Proview by Region, FY 2007-FY2009
Revenue Distribution of Proview by Product, FY2006-FY2010
Revenue and Operating Profit Margin of Innolux, 2005-2010E
Revenue and Gross Profit Margin of Wistron, 2003-2010E
Revenue Distribution of Wistron by Product, 2005-2010
Revenue and Profits for shareholders of Wistron, FY2004-FY2010E
Proportions of Major Suppliers of LCD TV Panels for Skyworth, 2009
Block Diagram of Skyworth 8DD1 Chassis
Block Diagram of Skyworth 8G20 Chassis
Block Diagram of Skyworth 8D18 Chassis
Power Supply of Skyworth 8D18 Chassis
Signal Flow of Skyworth 8D18 Chassis
Block Diagram of Konka DS Chassis Series
Block Diagram of Konka PDP4212
System Framework of Konka TS Chassis Series
Signal Flow of Konka TS Chassis Series
Block Diagram of Konka TS Series
Signal Flow of Hisense TLM42T08GP
Revenue and PBT of TCL Multimedia, 2003-2009
Proportions of Major Suppliers of LCD TV Panels for TCL, 2009
Block Diagram of M71F, M61F, E77F TV Series
Block Diagram of Changhong LS07 Chassis
Block Diagram of Changhong PP06 Plasma TV Chassis
Block Diagram of LS20A Chassis
LT42710FHD Mainboard
Major LS20 Chassis IC Models and Suppliers
Proportions of Major Suppliers of LCD TV Panels for Samsung, 2009
TV Shipment of Sony by Type, 2006-2008
Proportions of Major Suppliers of LCD TV Panels for Sony, 2009
Revenue and Operating Profit Margin of LG TV Division, 2007 Q2-2009 Q4
TV Shipment of LG by Region, 2008 Q1-2009 Q4
Proportions of Major Suppliers of LCD TV Panels for LG, 2009
LA73A Chipset Interior Frame Diagram of LG
LA73A Interior Bus
Proportions of Major Suppliers of LCD TV Panels for Phillips, 2009
Block Diagram of TPM1.1U Chassis
Block Diagram of TPM1.2U Chassis
Block Diagram of TPM1.3E Chassis
Block Diagram of Panasonic LH50 Chassis (TC-32LX600D)
Proportions of Major Suppliers of LCD TV Panels for Toshiba, 2009
Quarterly EBITDA of LG Display, 2008 Q1-2009 Q4
Capacities of Chimei by Production Line, 2009 Q3-Q4
Supporting Enterprises of Chimei in Beilun Export Processing Zone, Ningbo
Shipment of Major Flat Panel TV OEMs Worldwide, 2008-2009E
Capacities and Quantities of Production Lines by Base of AOC
TV Sales Volume of Skyworth by Type, Apr.2007-Feb.2009
Models and Suppliers of Main Chips Applied in Skyworth LCD TV Chassis
Models and Suppliers of Main Chips Applied in Skyworth 8G20 Chassis
Models and Suppliers of Main Chips of Konka TV
Models and Suppliers of Main Chips of Hisense TV
TV Sales Volume of TCL Multimedia, 2007-2009
Financial Conditions of TCL Multimedia TV Business, 2008-2009
Models and Suppliers of Main Chips for Main Series of TCL Multimedia
Models and Suppliers of Main Chips for Main TV Series of Changhong
Models of Key Components of 55 Types of Samsung TV
Models and Suppliers of Main Chips for Some Chassis of LG
Models and Suppliers of Main Chips for Philips Chassis
Key Components of LC4.31E Chassis Series and Suppliers
Key Components of LC4.7E Chassis Series and Suppliers
Models and Suppliers of Key Components for Panasonic LH50 Chassis
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