Introduction to the global TV market

    Review, 2005

       Table 1: TV shipment share by technology, 4Q04-4Q05

       Table 2: TV brand revenue share, 2H 2005

       Table 3: TV brand shipment share, 2H 2005

    Outlook, 2006-2010

       Table 4: Global TV demand, 2003-2010 (million units)

       Table 5: Global TV demand by size, 2003-2010 (million units)

Introduction to the global LCD TV market

    Review, 2005

       Table 6: Top ten LCD TV vendors worldwide, 4Q05 (ranking by unit sales)

    Taiwan’s role in the global market

       Chart 1: Taiwan LCD TV shipments and market share, 2004-2005 (million units)

       Chart 2: Taiwan's LCD TV shipments by production mode, 2004-2005

    Target markets for Taiwan LCD TV makers: Geography

       Chart 3: Taiwan's shipment share by region, 2004-2005

    Target markets for Taiwan LCD TV makers: Screen size

       Chart 4: Taiwan LCD TV shipments by screen size, 2004-2005

    Outlook, 2006

       Chart 5: Worldwide LCDTV shipment forecast, 2004-2009 (Million units)

International LCD TV vendors sourcing panels from Taiwan

   Table 7: Taiwan TFT LCD makers, LCD TV panel lineup and customers

Deploying manufacturing to Europe

   Table 8: Taiwan LCD TV makers, Europe plants

Introduction

   Table 1: Taiwan IT manufacturers*, LCD TV plans (thousand units)*

   Table 2: Taiwan home appliance manufacturers, LCD TV plans (thousand units)*

Amtran Technology

   Table 3: Amtran sales proportion by application, 2004-2006

   Chart 1: Amtran Technology display product shipments, 2005 (units)

BenQ

   Table 4: BenQ business groups (by product)

   Table 5: BenQ quarterly sales proportion breakdown by business, 2005

    Let's make a deal

    LCD monitor business

    Projector business

       Table 6: BenQ, projector shipments in 2005 (thousand units)

Compal Electronics

   Table 7: Compal Electronics monitor and flat panel TV shipments, 2005-2006 (million units)

   Chart 2: Compal Electronics LCD monitor and CRT montior shipments, 2005 (thousand units)

Coretronic

   Table 8: Coretronic monthly projector capacity, 2005-2006 (thousand units)

Delta Electronics

   Table 9: Delta, visual display business sales, 2004-2005

   Table 10: Delta Electronics sale breakdown, 2004-2005

Innolux Display

   Table 11: Innolux Display plants by region

Jean

   Table 12: Jean LCD-related product shipment forecast, 2006 (million units)

Lite-On Technology

   Table 13: Lite-On Technology LCD monitor shipments, 2004-2006 (million units)

   Chart 3: Lite-On Technology LCD monitor quarterly shipments, 2005 (million units)

   Chart 4: Lite-On Technology LCD monitor shipmnets breakdown by size, 2005

   Chart 5: Lite-On Technology sales proportion breakdown, 2005 (1Q-3Q)

Premier Image Technology

   Table 14: Premier Image Technology product lines

Proview Corporation

    Performance in 2005

       Chart 6: Proview monitor and TV shipments, 2005-2007 (million units)

       Table 15: Proview product line and sales proportion breakdown

    Capacity

TPV Technology

   Chart 7: TPV Technology display products shipments, 2004-2005 (million units)

   Table 16: TPV, sale breakdown by branded and ODM business, 2005

Introduction

   Table 1: Global FPD market (US$b)

    Front projectors

       Table 2: PMA, front-projector market forecast (thousand units)

    Organic light-emitting diode (OLED) displays

       Chart 1: Worldwide OLED market forecast, 2002-20010 (thousand units/US$m)

    Plasma display panels (PDPs)

       Table 3: Global PDP leader in 4Q 2003

       Chart 2: Clobal PDP market

       Table 4: Capacity expansion schedules from worldwide PDP makers

    LEDs (including backlights)

       Table 5: LED market (US$m)

TFT LCD

    Introduction to TFT LCD market

       Chart 3: TFT LCD market size surpassed that of foundry and DRAM in 2001

    TFT LCD generation

       Table 6: TFT LCD, generation vs. panel cutting

       Table 7: Global TFTL LCD fabs*

       Chart 4: TFT LCD capacity by generation through 2005

    Taiwan TFT LCD industry

       Table 8: Global TFT LCD producers, 2003 shipment estimates

       Table 9: Global large-size panel makers, expansion adjustments in 2004

       Table 10: Taiwan TFT LCD plant

       Table 11: Taiwan TFT LCD panel makers, panel volume production plan in 2004

       Table 12: Taiwan TFT LCD panel makers, panels and technologies showed at FPD International 2004

       Table 13: Taiwan TFT LCD makers, panel line-up

    New TFT LCD plants – 7G and beyond

       Table 14: 7G and beyond substrate sizes

    TFT LCD price trend

       Chart 5: TFT LCD panel price trend

       Chart 6: Overall LCD monitor panel ASP

       Table 15: DisplaySearch, global large-size panel-demand forecast by application in 2005 (million units)

    TFT LCD maker capex, shipments and sales

       Table 16: Taiwan TFT LCD producers, 2H2003 fund raising plans

       Table 17: Taiwan TFT LCD producers, preliminary 2004 capital spending projections (NT$b)

       Table 18: CPT and CMO*, cash and cash equivalents in 2004 (NT$b)

       Table 19: Taiwan TFT LCD makers, updated capex plans (NT$b)

       Table 20: Taiwan TFT LCD producers, 2003 monthly large-size panel shipments (thousand units)

       Table 21: Taiwan TFT LCD producers, 2003 sales (NT$m)

LCD TV

    Introduction to the LCD TV panel market

       Chart 7: Worldwide LCD TV panel forecast, 2001-2007

    LCD TV panel buyers

       Table 22: McLaughlin Consulting Group, global big-screen TV market composite forecast (million units)

       Table 23: Taiwan TFT LCD makers, 2004 LCD TV panel production

       Table 24: Taiwan TFT LCD panel makers, LCD TV panel line-up in 2004

    Taiwan LCD TV shipments

       Table 25: 2003 Taiwan LCD TV shipments

       Table 26: 2003 Global LCD TV shipments

    Taiwan IT and home appliance manufacturers to enter LCD TV market

       Table 27: Taiwan IT manufacturers, LCD TV plans

       Table 28: Taiwan home appliance manufacturers, LCD TV plans

    Taiwan IT companies at CeBIT

       Table 29: Taiwan IT companies at 2004 CeBIT, LCD TV line-up*

    Major US and Japanese vendors contract Taiwan LCD TV production

       Table 30: Taiwan LCD TV contract manufacturing

LCD monitor

    Introduction to LCD monitor market

       Chart 8: Worldwide desktop and workstation, end-user monitor sales, 1Q 2001 – 1Q 2004

       Table 31: Global LCD monitor penetration rate and shipments

       Chart 9: Inventory accumulations by quarter – LCD monitor market

       Table 32: Average pricing trends for LCD monitors (US$)

       Table 33: 17-inch LCD monitor panel shipments and share by supplier

       Chart 10: Worldwide LCD monitor OEM/ODM makers in 2Q 2004

       Chart 11: Worldwide LCD monitor branded makers in 2Q 2004

    Taiwan’s LCD monitor and panel industry

    Taiwan LCD monitor monthly shipments and sales

       Table 34: Major Taiwan LCD monitor producers, 2003 LCD monitor monthly shipments (thousand units)

       Table 35: Major Taiwan LCD monitor producers, 2003 LCD monitor monthly sales* (NT$m)

STN LCD

    Taiwan’s STN LCD industry

       Table 36: Taiwan CSTN makers, CSTN capacity

       Table 37: Major Taiwan STN LCD producers, 2003 monthly sales (NT$m)

       Table 38: Taiwan TN/STN LCD lines

Company intros

    AU Optronics (AUO)

       Table 39: AUO milestone

       Table 40: AUO, 2004 financial forecast (NT$b)

       Table 41: AUO, unaudited financial results (NT$m)

       Table 42: AUO, 2003 quarterly consolidated sales by application (%)

       Table 43: AUO, TFT LCD fab capacity (thousand units)

       Table 44: AUO, LCD TV panel line-up

       Table 45: AUO, 2003 investments in affiliates

       Table 46: AUO, directors and supervisors

    Chi Mei Optoelectronics (CMO)

       Table 47: CMO facts

       Table 48: CMO, unconsolidated financial results (NT$m)

       Table 49: CMO, 2004 financial forecast (NT$m)

       Table 50: CMO product line-up

       Table 51: CMO, TFT LCD fab capacity (thousand units)

       Table 52: CMO, 2003 quarterly unconsolidated sales by application (%)

       Table 53: CMO LCD TV panel line-up

       Table 54: CMO, LCD TV panel shipments in 2004

       Table 55: CMO, 2003 investments in affiliate

    Chunghwa Picture Tubes (CPT)

       Table 56: CPT, global operations

       Table 57: CPT, 2004 non-consolidated financial forecast (NT$m)

       Table 58: CPT, 2004 consolidated financial forecast (NT$m)

       Table 59: CPT, TFT LCD forecast (NT$m/ thousand units)

       Table 60: CPT, CRT forecast (NT$m/ thousand units)

       Table 61: CPT, 2004 unconsolidated financial forecast (NT$b)

       Table 62: Technology R&D to take place at CPT’s next-generation plants

       Table 63: CPT, TFT-LCD and CF line expansion plans (thousand units)

       Table 64: CPT, small-to-medium-size panel shipment breakdown by size for 2004

       Table 65: CPT, small-to-medium-size panel shipment breakdown by size in 2005

       Table 66: CPT, small-to-medium-size panel shipments

       Table 67: CPT financial results (NT$m)

       Table 68: CPT, 2004 TFT-LCD panel shipment forecast (million units)

       Table 69: CPT, 2004 TFT-LCD, PDP* and CRT shipment targets (thousand units)

       Table 70: CPT, Panel-shipment forecast (thousand units)

       Table 71: CPT LCD TV panel line-up

    HannStar Display

       Table 72: HannStar Display, 2004 financial forecast (NT$m)

       Table 73: HannStar, quarterly results in 2004 (NT$m)

       Table 74: HannStar, 5G equipment-installation schedule

       Table 75: HannStar, Original 5G monthly capacity plan

       Table 76: HannStar Display, small-to-medium-size application plans

       Table 77: HannStar, LCD-TV production plan in 2004

       Table 78: HannStar LCD-TV panel line-up

    Quanta Display

       Table 79: Quanta Display, TFT LCD plants

    Innolux Display

       Table 80: Innolux Display, TFT LCD plants

    Prime View International (PVI)

    Wintek

       Table 81: Wintek milestones

       Table 82: Global small-to-medium-size TFT-LCD panel market share in 1H 2004

       Table 83: Global small-to-medium-size TFT-LCD panel ranking by application in 2Q

       Table 84: Wintek, 3Q consolidated sales breakdown by technology

       Table 85: Wintek, CSTN capacity

       Table 86: Wintek financial results (NT$m)

    Picvue Electronics

       Table 87: Picvue Electronics, panel applications

       Table 88: Picvue milestone

       Table 89: Picvue financial results (NT$m)

       Table 90: Picvue, CSTN LCD panel shipments

       Table 91: Picvue, STN LCD shipments (million units)

    Emerging Display Technologies (EDT)

       Table 92: EDT, financial overview (NT$m)

       Table 93: EDT, profitability (%)

       Table 94: EDT, efficiency (time/year)

       Table 95: EDT, EPS* (NT$)

    United Radiant Technology (URT)

       Table 96: URT, STN LCD plants

       Table 97: URT financial results (NT$m)

       Table 98: Taiwan CSTN makers, CSTN capacity

    Giantplus Technology

       Table 99: Giantplus Technology, financial results (NT$m)

    Vision Display System (VDS)

       Table 100: VDS milestone

       Table 101: VDS financial results (NT$m)

    Imax Optronics (Formerly named Info)

       Table 102: Imax Optronics milestones

       Table 103: IMAX Optronics financial results (NT$m)

    Vbest Electronics

       Table 104: Vbest Electronics milestone

       Table 105: Vbest financial results (NT$m)

    BenQ

       Table 106: 2004 Taiwan Top 10 Global Brands

       Table 107: Corporate

       Table 108: Sales Offices

       Table 109: Quality Certifications

       Table 110: BenQ business groups (by product)

       Table 111: BenQ sales by business (%)

       Table 112: BenQ sales business by geography (%)

       Table 113: BenQ, LCD monitor shipment and market share targets (million units, %)

       Table 114: BenQ, display products for Computex 2004

    Lite-On Technology

       Table 115: Lite-On Technology September 2004 revenues

       Table 116: Lite-On Technology September revenues by product line

    Amtran Technology

    Compal Electronics

    Jean

    Sampo Technology

       Table 117: Sampo Technology, 2004 financial forecast (NT$m)

       Chart 12: Sampo, monthly sales proportion of LCD monitors in 2004

    Coretronic

       Table 118: Coretronic, milestone

       Table 119: Coretronic, 2004 financial results in 2Q & 3Q (NT$m)

       Chart 13: Coretronic, monthly sales proportion of LCD monitors in 2004

    Chuntex Electronic (CTX)

    Soaring Technology

    Foxlink Image Technology (FIT)

       Chart 14: Foxlink, sales proportion of LCD monitors in 2004

    MAG Technology

       Chart 15: MAG Technology, monthly sales proportion of LCD monitors in 2004

    Albatron Technology

       Chart 16: Albatron, monthly sales proportion of LCD monitors in 2004

    Key Mouse Electronic Enterprise (KME)

    ProArch Technology

       Table 120: ProArch Technology, Strategies for different regions

    Toppoly Optoelectronics

       Table 121: Toppoly, LTPS TFT LCDs

       Table 122: Toppoly, sales and profits through 2004 (NT$m)*