市場調査報告書刊行案内 - emj-inc.com · - 1 - 担当部署にご回覧ください...
TRANSCRIPT
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2013
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2013
308
2012
12 25
68,0003,400
71,400
16
2012
301
2012
5 31
68,0003,400
71,400
712
257
2012
2 7
68,0003,400
71,400
1318
260
2013
1
68,0003,400
71,400
1920
TEL0339828461 FAX0339828479
170-0013 2-38-23 804
http//www.emj-inc.com
infoemj-inc.com
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- 2 -
2013 2012 12 25/4 310/
60 55
1,078,000 880,000 92,000 1,877,000 972,000 315,000 5,214,000
617,480 6,400 1,440 350 2,200 627,870
1,060,100 96,000 1,600 26,500 65,000 13,800 1,263,000
520,000 62,500 33,900 24,900 75,600 55,100 772,000
/ 774,390 339,800 4,300 47,200 73,400 43,200 1,282,290
/ 46,710 6,000 100 4,200 1,200 58,210
2,100 39,135 41,235
1,800 4,000 216,200 15,000 237,000
700 4,390 75,500 1,000 81,590
4,099,180 1,384,700 149,730 1,975,700 1,521,385 446,500 9,577,195
/
-
- 3 -
2008 2009 2010 2011 2012 2013 2014 2015
524,800 412,000 511,000 482,000 482,500 490,000 497,000 503,000
8,250 7,800 9,600 9,380 7,400 7,050 7,510 7,850
306,500 301,200 316,200 303,000 311,000 314,000 320,000 331,000
91,800 73,400 77,700 75,000 80,700 82,000 83,300 84,600
/ 79,100 74,600 91,100 102,000 100,100 109,000 120,000 129,000
/ 36,200 33,200 41,400 43,500 42,300 43,000 43,200 44,000
19,520 19,200 20,400 20,000 19,530 19,900 20,100 20,300
64,540 55,950 57,020 55,250 56,200 54,500 52,400 51,100
7,210 7,150 7,600 8,760 8,530 8,270 8,000 7,800
1,137,920 984,500 1,132,020 1,098,890 1,108,260 1,127,720 1,151,510 1,178,650
/
/ -
14.6 65.2%
2.9 12.9%
3.3 14.7%
0.8 3.6%
0.5 0.2%
0.3 0.1%
22.4 100.0%
/ /
87.0%
7.8%
5.2%
2011/2012410
-40
-30
-20
-10
0
10
20
30
40
50
4 5 6 7 8 9 10
23.1%
10.1%
66.8%
-
- 4 -
1992 1997 2002 2006 2007 2008 2009 2010 2011 2012
DC 607,700 1,450,970 2,022,780 2,498,178 2,261,276 1,960,090 1,461,620 1,770,813 1,552,644 1,566,636
DC 500 19,370 114,750 253,000 262,700 147,480 122,600 180,690 174,000 135,310
DC 107,180 221,890 307,710 346,242 368,871 359,300 441,632 421,468 405,178
DC 61,530 154,480 168,696 181,290 162,700 134,409 130,167 128,778 150,508
PM 12,500 80,720 180,400 338,200 390,430 249,637 235,203 283,779 277,470 256,500
HB 2,500 3,300 16,820 18,250 18,435 18,930 18,520 24,450 20,700 24,200
3,760 5,500 4,956 5,031 9,150 10,000 10,750 10,100 9,100
1,200 15,510 29,400 44,870 51,240 47,678 45,270 39,930 42,460 40,940
200 6,260 10,130 19,210 23,100 19,780 21,700 24,200 28,700 27,700
624,600 1,748,600 2,756,150 3,653,070 3,539,744 2,984,316 2,408,622 2,906,411 2,656,320 2,616,072
1992 1997 2002 2006 2007 2008 2009 2010 2011 2012
624,600 1,748,600 2,756,150 3,653,070 3,539,744 2,984,316 2,408,622 2,906,411 2,656,320 2,616,072
0 4,000 283,000 463,000 523,850 655,057 687,832 928,900 1,047,800 1,170,300
/
/ 80 1 7 3 1 128190 7 4 2 3 3 3 3 2 5 329100 35 2 2 8 14 1 9 3 2 1 2 790110 8 1 1 2 2 3 6 231113 3 2 2 4 1 3 15 54 14 8 11 21 5 14 8 12 1 6 7 161
*/
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- 5 -
2012
****** ****** ******
****** ****** ******
(GST) ****** ****** ******
****** ****** ******
() ****** ****** ******
****** () ******
() ******
() LG ***** ******
() *****
SEMCO *****
***** ******
***** ******
TDK () ******
( ) ****** ****** *****
******
HDD VCM
2008 2009 2010 2011 2012 2013 2014 2015
929,401 945,458 1,003,602 978,661 977,074 996,500 1,027,000 1,070,000
101.7% 106.1% 97.5% 99.8% 102.0% 103.1% 104.2%
210,000 230,000 259,000 285,000 286,000 298,000 305,500 312,000
109.5% 112.6% 110.0% 100.4% 104.2% 102.5% 102.1%
1,139,401 1,175,458 1,262,602 1,263,661 1,263,074 1,294,500 1,332,500 1,382,000
103.2% 107.4% 100.1% 100.0% 102.5% 102.9% 103.7%
/+
863,000 53,000 1,100 19,500 64,000 3,000 1,003,600
203,600 46,000 400 2,200 1,800 5,000 259,000
1,066,600 99,000 1,500 21,700 65,800 8,000 1,262,600
84.5% 7.8% 0.1% 1.7% 5.2% 0.6% 100.0%
835,000 58,000 1,100 20,000 58,000 6,560 978,660
228,100 44,000 400 2,500 2,300 7,700 285,000
1,063,100 102,000 1,500 198,500 60,300 14,260 1,263,660
84.1% 8.1% 0.1% 15.7% 4.8% 1.1% 113.9%
830,000 54,000 1,200 24,000 63,000 4,800 977,000
230,100 42,000 400 2,500 2,000 9,000 286,000
1,060,100 96,000 1,600 26,500 65,000 13,800 1,263,000
83.9% 7.6% 0.1% 2.1% 5.1% 1.1% 100.0%
/
2010
2011
2012
-
- 6 -
2012
///2012
+/
2010
2002 2006
8.1%
55.9%
5.6%
7.4%
3.4%
8.1%
1.9%
2.4%
7.1%
8.7%
61.8%
8.1%
7.7%
4.9%
2.2%
1.8%
0.9%
3.8%
7.3%
46.1%
21.8%
10.8%
3.8%
1.7%
3.7%
0.9%
3.9%
7.5%
51.5%
17.3%
10.4%
4.0%
1.7%
3.0%
1.0%
3.6%
54.3%
6.6%
13.2%
8.1%
14.0%
3.8%
2011 2012 2011 2012
806,000 100.0% 855,000 100.0% 925,000 100.0% 955,000 100.0%
ODD 58,000 7.2% 45,000 5.3% 178,000 19.2% 175,000 18.3%
245,000 30.4% 233,000 27.3% 220,000 23.8% 240,000 25.1%
475,000 58.9% 555,000 64.9% 135,000 14.6% 166,000 17.4%
62,000 6.7% 50,000 5.2%
28,000 3.5% 22,000 2.6% 330,000 35.7% 334,000 35.0%
679,000 100.0% 675,000 100 292,000 100.0% 302,000 100.0%
CD 240,000 35.3% 230,000 34.1% 28,000 9.6% 26,000 8.6%
DVD 145,000 21.4% 122,000 18.1% 42,000 14.4% 48,000 15.9%
115,000 16.9% 135,000 20.0% 55,000 18.8% 53,000 17.5%
179,000 26.4% 188,000 27.9% 167,000 57.2% 175,000 57.9%
48,000 100.0% 49,000 100.0% 106,000 100.0% 134,000 100.0%
22,000 45.8% 25,000 51.0% #REF! #REF!
26,000 54.2% 24,000 49.0%
/
2011 2012 2011 2012
239,175 32.3% 257,000 33.3% 502,000 67.7% 515,000 66.7%
***** ***** ***** ***** ***** ***** ***** *****
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***** ***** ***** ***** ***** ***** ***** *****
***** ***** ***** ***** ***** ***** ***** *****
***** ***** ***** ***** ***** ***** ***** *****
***** ***** ***** ***** 741,175 100.0% 772,000 100.0%
***** ***** ***** *****
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/HB
-
- 7 -
2011 2012 2011 2012
**** **** **** **** **** **** **** ****
**** **** **** **** **** **** **** ****
**** **** **** **** **** **** **** ****
**** **** **** **** **** **** **** ****
**** **** **** **** 2,140 100.0% 1,930 100.0%
**** **** **** ****
21,000 100.0% 22,300 100.0%
***** ***** ***** ***** ***** *****
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2011 2012
/
0
10
20
30
40
50
2000 18000
2003 1600
20098 8000
8000
2500
/ 23000
0.6mm
1000
2001 1500
2500
2008
2001
-
- 8 -
2008 2009 2010 2011 2012 2013 2014 2015
2,986,808 2,394,924 3,017,844 2,856,018 2,969,947 3,020,000 3,080,000 3,141,000
1,825,555 1,770,000 2,150,000 2,253,000 2,244,000 2,325,000 2,360,000 2,390,000
4,812,363 4,164,924 5,167,844 5,109,018 5,213,947 5,345,000 5,440,000 5,531,000
159,491 150,379 189,824 186,170 151,860 143,200 155,000 164,000
413,000 350,800 425,950 461,000 476,000 502,000 562,000 595,000
572,491 501,179 615,774 647,170 627,860 645,200 717,000 759,000
929,401 945,458 1,003,602 976,661 977,074 996,500 1,027,000 1,070,000
210,000 230,000 259,000 285,000 286,000 298,000 305,500 312,000
1,139,401 1,175,458 1,262,602 1,261,661 1,263,074 1,294,500 1,332,500 1,382,000
280,593 230,988 246,083 239,175 257,053 262,000 267,000 272,000
437,200 449,000 488,700 502,000 515,000 530,000 547,000 569,000
717,793 679,988 734,783 741,175 772,053 792,000 814,000 841,000
627,844 602,143 735,439 833,308 827,294 915,300 1,010,000 1,101,000
302,000 345,300 402,600 428,400 455,000 478,000 511,000 536,000
929,844 947,443 1,138,039 1,261,708 1,282,294 1,393,300 1,521,000 1,637,000
47,000 43,300 55,180 53,660 57,310 58,000 58,500 59,300
720 700 900 850 840 860 900 920
47,720 44,000 56,080 54,510 58,150 58,860 59,400 60,220
19,520 19,015 20,235 19,765 19,235 19,800 20,200 20,800
20,500 19,300 20,590 21,085 22,000 22,500 23,000 23,400
40,020 38,315 40,825 40,850 41,235 42,300 43,200 44,200
84,792 71,663 72,247 72,806 72,451 71,000 69,600 68,200
160,000 152,000 165,000 164,000 154,000 163,000 161,000 159,000
244,792 223,663 237,247 236,806 226,451 234,000 230,600 227,200
40,060 41,498 41,930 48,253 47,548 46,700 45,900 45,100
34,200 30,500 33,300 34,570 34,100 33,900 33,800 33,700
74,260 71,998 75,230 82,823 81,648 80,600 79,700 78,800
5,175,509 4,499,368 5,382,384 5,285,816 5,379,772 5,532,500 5,733,200 5,941,400
3,403,175 3,347,600 3,946,040 4,149,905 4,186,940 4,353,260 4,504,200 4,619,020
8,578,684 7,846,968 9,328,424 9,435,721 9,566,712 9,885,760 10,237,400 10,560,420
/
/
-
- 9 -
2012 /
20012 5 31 /:71,400
/
/ 4
1 5/
2
3
2006 2007 2008 2009 2010 2011 2012
******
******
295,200 289,302 254,102 207,754 222,109 205,181 210,000
98.0% 87.8% 81.8% 106.9% 92.4% 102.3%
63,281 62,500 57,320 64,290 69,185 69,228 70,200
98.8% 91.7% 112.2% 107.6% 100.1% 101.4%
60,423 67,430 59,533 54,636 49,406 41,067 38,500
111.6% 88.3% 91.8% 90.4% 83.1% 93.7%
6,020 5,835 5,010 5,333 6,580 6,950 7,300
96.9% 85.9% 106.4% 123.4% 105.6% 105.0%
64,231 61,520 72,358 55,220 55,553 51,328 52,100
95.8% 117.6% 76.3% 100.6% 92.4% 101.5%
4,774 4,164 2,855 2,140 3,218 3,050 2,577
87.2% 68.6% 75.0% 150.4% 94.8% 84.5%
14 44 147 137 147 137 137
314.3% 334.1% 93.2% 107.3% 93.2% 100.0%
1,610 1,420 895 620 895 620 620
88.2% 63.0% 69.3% 144.4% 69.3% 100.0%
3,150 2,700 1,813 1,383 2,176 2,293 1,820
85.7% 67.1% 76.3% 157.3% 105.4% 79.4%
12,858 13,040 12,440 10,700 12,015 11,470 12,000
101.4% 95.4% 86.0% 112.3% 95.5% 104.6%
******
******
/
1
2007 2008 2009 2010 2011 2012 2013 2014 2015
5580 5060 4100 4690 4750 4900 5100 5220 5300
2820 2500 2100 2110 2240 2300 2350 2400 2450
2230 1980 1780 2010 1950 2100 2150 2180 2250
6370 6345 6020 6490 6600 7200 7400 7700 8000
17000 15885 14000 15300 15540 16500 17000 17500 18000
/
1805 16651896 1940 2000 2030
2280 2180 23202460
1945 197020362335
2831 19721935
30021.7
1.55 1.651.7 1.75 1.81.531.4
1.58
0
500
1000
1500
2000
2500
3000
3500
2007 2008 2009 2010 2011 2012 2013 2014 20150
0.5
1
1.5
2
/
-
- 10 -
A E
V D
P
a
DELTA
ELECTRONICS( 886-2-8797-2088 03-5733-1111 ACPC
Lite-On Technology /
( 886-2-8798-2888 03-3258-6511 PCAC1OEM/ODM
PHIHONG /
Technology( 886-3-327-7288 06-6241-3950 /PCTVLIPS LAN
ACBEL POLYTECH
886-2-2021-7672 03-3456-5855 IBM
GROUP EDP
886-3-375-9886 03-5856-5256 PCTVPCSSL
Chicony Power AVITA
Hipro) ( 886-2-2299-5636 044-850-8808 /HPeMachinesPCOEM
niversal Micro- BLCCFL
electronics ( 886-4-2359-0096 0466-66-0096 TV/LEDAC LED
Sino-American AC
Electronics ( 886-7-611-6156 047-359-9076 ACTV/LEDEDPOEM/ODMLEDBL
SINPRO ELECTRONICS 3
886-2-2783-2862 ACAC-DC
Potrans Electrical
886-2-2968-1888
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886-3-355-2088 OEM/ODMAC-DC
886-2-2698-9508 OEM/ODM
886-2-2783-2862
886-2-2673-2512
03-5401-8571 AC-DCDC-DC1W6W
GE Power Electronics
( 03-5444-3927 AT&T
Vicor Corporation DC-DC/
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Astrodyne LED
Corporation 1-800-823-8082 OEM
MARTEK POWER
( 1-805-987-8741 2011( EV
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ENSIGN POWER
SYSTEMS 1-970-203-9255 ACDC
SynQor
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FRIWO Ostbevem
49-2532-810 AC
Excelsys Technologies DC-DC
( 21-435-4716 Ire AC-DC
TRACO POWER -
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AMTEX Electronic LED
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Statronic Power
Supplies( 61-2-9477-5011 AC-DCDC-DC
Beijinng Dynamic Power
86-10-6370-4818 ,AC-DC/
Wuhan Putian Equipment
86-027-8266-8999
ZTECorporation
OEM
Power Plaza
82-2-855-4955 EV,HV
-
- 11 -
/
/
/
1
2 2,/
2006 2007 2008 2009 2010 2011 2012 2006 2007 2008 2009 2010 2011 2012
101,938 100,711 95,720 77,222 80,894 79,930 80,000 35,350 36,860 35,550 29,530 31,704 31,094 31,500
98.8% 95.0% 80.7% 104.8% 98.8% 100.1% 104.3% 96.4% 83.1% 107.4% 98.1% 101.3%
256,543 251,091 215,702 194,822 210,400 194,489 200,200 133,321 134,395 127,650 104,845 116,206 106,126 110,200
97.9% 85.9% 90.3% 108.0% 92.4% 102.9% 100.8% 95.0% 82.1% 110.8% 91.3% 103.8%
358,481 351,802 311,422 272,044 291,294 274,419 280,200 168,671 171,255 163,200 134,375 147,910 137,220 141,700
98.1% 88.5% 87.4% 107.1% 94.2% 102.1% 101.5% 95.3% 82.3% 110.1% 92.8% 103.3%
2006 2007 2008 2009 2010 2011 2012 2006 2007 2008 2009 2010 2011 2012
2,050 2,450 2,580 2,320 2,580 2,650 2,810 135,143 141,263 115,314 114,915 101,940 89,155 78,200
119.5% 105.3% 89.9% 111.2% 102.7% 106.0% 104.5% 81.6% 99.7% 88.7% 87.5% 87.7%
3,010 3,630 3,800 3,360 3,740 3,840 4,070 60,423 67,430 59,533 54,636 49,406 40,067 38,500
120.6% 104.7% 88.4% 111.3% 102.7% 106.0% 111.6% 88.3% 91.8% 90.4% 81.1% 96.1%
/ /
2009 2009
10 1050 50500 500 10 1050 50500 500
3,360 43,690 37,445 1,986 86,481 34,456 10,096 3,004 338 47,894
2,970 32,330 127,225 45,229 207,754 29,331 15,880 16,200 2,879 64,290
2010 2010
10 1050 50500 500 10 1050 50500 500
3,950 52,570 43,197 2,020 101,737 33,218 9,657 2,985 313 46,173
3,120 42,004 130,056 46,929 222,109 30,113 16,420 19,296 3,356 69,185
2011 2011
10 1050 50500 500 10 1050 50500 500
4,010 39,124 43,216 2,805 89,155 33,256 11,478 2,995 336 48,065
3,080 40,659 117,210 44,232 205,181 30,666 16,751 18,195 3,616 69,228
2006 2007 2008 2009 2010 2011 2012
46,300 45,730 42,120 38,600 45,386 49,282 50,900
2,450 2,460 2,150 1,850 1,990 1,960 2,090
48,750 48,190 44,270 40,450 47,376 51,242 52,990
2006 2007 2008 2009 2010 2011 2012
62,200 61,410 56,389 53,736 68,165 66,847 68,600
7,840 7,830 6,880 5,820 6,390 6,280 6,600
70,040 69,240 63,269 59,556 74,555 73,127 75,200
DC-DC/ /
0
50
100
150
200
250
300
350
400
450
2006 2007 2008 2009 2010 2011 2012
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
5,000
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
2009 2010 2011 2012 2013 2014 2015
0
20
40
60
80
100
120
140
160
180
0
500
1000
1500
2000
2500
3000
3500
2010 2011 2012 2013 2014 2015
0
2000
4000
6000
8000
10000
12000
14000
16000
18000
-
- 12 -
/
/
LED LED
AC-DCDC-DC600W/5V
DC-DC100W/5V TDK ALP
DC-DC100W/5V LED20096 70W/200W12V/24V
10/30W 20W
30W/150W 24W
46 /17.8W
SSP/
12V/4.2A50W\15020
FDKLED 12V/2.1A50W\15020
LED PWM 12V/8.4A100W\17960
24V/4.2A100W\17960
112LED 210
LEDMG-Wave MG-Wave /
2007 45V/0.5A45V/0.7A
64 DC-DC/
15W12V/24V/5V
LET / 60W12V/24V
50V/60A30W\4480
5V/10A50W\6280
5V/20A100W\8450
5V/30A150W\10470
LED
PC
/
22W 1
20104
LED /
2009
/
201110
GS 1993
201120 4.5250W51
2012
2011 IDEC -
20121.2 2012
10W100W
( PV3/51060100250W)
PVPCS
MOSFET)97.5 HDVCPV
TMEIC) 630kW/98.6
NEDO
/DC-DC
()
20101
STMPPT
100250 TDK 78*47*13
TDK-EPCS)
40 10W
SMA 1WMW
10
200V4.5/5.8W2012 2008100W205500W
201010W11100W 20122MW
96 2012
2010/10W 40MW
5W2012 10250W/
393 21MW250W84
50600W
/
/
500W201150W20 NEDO400
100250Wga 102010
S) 100
-
- 13 -
1 80 1,350 1,430 490 120 610 570 1,470 2,040 25 0 5,300 5,300 5,300 0 5,300
2 165 340 505 280 65 345 445 405 850 26 0 1,860 250 2,110 1,860 250 2,110
3 0 2,069 340 2,409 2,069 340 2,409 27 10,000 16,500 26,500 4,000 15,900 19,900 14,000 32,400 46,400
4 660 2,900 3,560 580 360 940 1,240 3,260 4,500 28 60 60 680 680 740 0 740
5 0 1,030 1,030 1,030 0 1,030 29 385 125 510 453 60 513 838 185 1,023
6 120 1,450 1,570 2,200 530 2,730 2,320 1,980 4,300 30 0 1,800 1,800 1,800 0 1,800
7 0 300 300 300 0 300 31 640 640 2,000 260 2,260 2,000 900 2,900
8 1,000 3,900 4,900 0 1,000 3,900 4,900 32 0 11,750 1,350 13,100 11,750 1,350 13,100
9 0 5,300 900 6,200 5,300 900 6,200 33 1,450 1,600 3,050 660 350 1,010 2,110 1,950 4,060
10 OKI 250 250 1,120 1,120 1,370 0 1,370 34 0 15,100 110 15,210 15,100 110 15,210
11 1,150 450 1,600 2,900 600 3,500 4,050 1,050 5,100 35 0 350 350 350 0 350
12 95 75 170 230 110 340 325 185 510 36 1,020 1,020 2,400 1,730 4,130 2,400 2,750 5,150
13 100 100 0 100 0 100 37 0 4,381 3,700 8,081 4,381 3,700 8,081
14 2,800 17,000 19,800 0 2,800 17,000 19,800 38 90 140 230 1,030 50 1,080 1,120 190 1,310
15 0 770 770 0 770 770 39 240 1,000 1,240 390 320 710 630 1,320 1,950
16 0 230 230 12,900 7,370 20,270 12,900 7,600 20,500 40 0 5,000 5,000 5,000 0 5,000
17 0 1,210 900 2,110 1,210 900 2,110 41 3,800 8,600 12,400 19,300 8,700 28,000 23,100 17,300 40,400
18 0 2,100 2,100 0 2,100 2,100 42 0 1,000 50 1,050 1,000 50 1,050
19 0 2,090 2,090 2,090 0 2,090 43 150 150 5,170 5,170 5,170 150 5,320
20 0 800 13,430 14,230 800 13,430 14,230 44 130 130 120 120
21 0 360 160 520 360 160 520 45 15 15 5,005 5,005 5,005 15 5,020
22 0 466 130 596 466 130 596 4,110 3,350 7,460 4,110 3,350 7,460
23 4,100 4,100 4,100 4,100 22,445 57,485 79,930 126,194 68,295 194,489 148,639 125,770 274,409
24 0 130 130 130 0 130
//2011
:
SW
SW SW SW SW
18,538
113,188 25,560 14,469 9,190 162,407 108,200 18,538 11,350 8,212 146,300 1,251 79,760 16,748 35,500 450
79,714 1,200 3,550 2,770 7,780 95,014 68,908 1,251 3,402 2,650 8,003 84,214 4,300
9,001 4,201 620 592 976 15,390 8,829 4,300 550 580 1,240 15,499 16,748
6,721 300 7,021 6,612 330 510 7,452 230
80,815 18,195 36,314 135,324 79,760 16,748 35,500 132,008
1,855 250 300 2,405 2,100 230 196 2,526 /
291,294 49,406 55,553 12,552 8,756 417,561 274,409 41,067 51,328 11,952 9,243 387,999
SW SW SW SW
113,188 25,560 14,469 9,190 162,407 108,200 18,538 11,350 8,212 146,300
108,200 18,538 11,350 8,212
18,900 1,000 2,800 22,700 15.5%
10,520 1,710 4,000 16,230 11.1%
SW SW SW SW 11,600 11,600 7.9%
8,300 2,500 10,800 7.4%
79,714 1,200 3,550 2,770 7,780 95,014 68,908 1,251 3,402 2,650 8,003 84,214 7,400 2,600 10,000 6.8%
6,955 6,955 4.8%
6,800 6,800 4.6%
1,570 3,700 5,270 3.6%
800 4,250 5,050 3.5%
4,250 250 4,500 3.1%
4,370 4,370 3.0%
380 3,600 300 80 4,360 3.0%
26,355 6,378 3,850 1,082 37,665 25.7%
108,200 18,538 11,350 8,212 146,300 100.0%
2010 2011
SW SW SW SW
68,908 1,251 3,402 2,650 8,003
9,001 4,201 620 592 976 15,390 8,829 4,300 550 580 1,240 15,499
26,000 26,000 30.9%
12,100 12,100 14.4%
5,500 200 5,700 6.8%
4,500 300 4,800 5.9%
2,600 2,600 3.1%
2,300 2,300 2.4%
2,785 2,785 3.3%
2010 2011
2010 2011
/2011
2010 2011
/2011
/2011
3.0%
10.5%
40.8%
0.6%
45.1%
74.0%
12.7%
7.8%
5.6%
81.8%
4.0%
3.1%
1.5%
9.5%
57.0%
27.7%
3.5%
3.7%
8.0%
-
- 14 -
2011
AC
1 170 170 180 180 105.9% 105.9% 1 1,860 180 0 2,040 0.6%
2 270 40 310 250 50 300 92.6% 125.0% 96.8% 2 415 435 0 850 0.3%
3 26 26 21 21 80.8% 80.8% 3 2,388 21 97 2,506 0.8%
4 640 80 720 630 85 715 98.4% 106.3% 99.3% 4 3,700 800 0 4,500 1.4%
5 650 650 650 650 100.0% 100.0% 5 380 650 340 1,370 0.4%
6 FDK 600 1,570 2,170 600 1,400 2,000 100.0% 89.2% 92.2% 6 2,300 2,000 0 4,300 1.4%
7 2,050 2,050 2,000 2,000 97.6% 97.6% 7 300 0 0 300 0.1%
8 950 400 1,350 790 400 1,190 83.2% 100.0% 88.1% 8 4,900 0 0 4,900 1.6%
9 6,201 6,201 5,440 5,440 87.7% 87.7% 9 4,200 2,000 0 6,200 2.0%
10 120 120 200 200 166.7% 166.7% 10 1,350 20 0 1,370 0.4%
11 110 1,290 1,400 90 1,010 1,100 81.8% 78.3% 78.6% 11 3,400 1,700 1,500 6,600 2.1%
12 2,130 510 2,640 1,800 900 2,700 84.5% 176.5% 102.3% 12 510 0 140 650 0.2%
13 120 120 120 120 100.0% 100.0% 13 100 0 0 100 0.0%
14 30 30 36 36 120.0% 120.0% 14 13,600 6,200 0 19,800 6.3%
15 1,500 1,500 4,100 4,100 273.3% 273.3% 15 770 0 75 845 0.3%
16 180 180 80 80 44.4% 44.4% 16 20,300 200 2,600 23,100 7.3%
17 8,200 4,600 12,800 7,800 4,400 12,200 95.1% 95.7% 95.3% 17 1,010 1,100 0 2,110 0.7%
18 26 26 18 18 69.2% 69.2% 18 2,100 0 0 2,100 0.7%
19 650 350 1,000 500 300 800 76.9% 85.7% 80.0% 19 2,090 0 0 2,090 0.7%
20 600 600 700 700 116.7% 116.7% 20 11,530 2,700 0 14,230 4.5%
21 60 70 130 70 90 160 116.7% 128.6% 123.1% 21 400 120 580 1,100 0.3%
22 1,950 1,950 1,820 1,820 93.3% 93.3% 22 560 36 0 596 0.2%
23 2,300 2,300 2,300 2,300 100.0% 100.0% 23 0 4,100 0 4,100 1.3%
24 182 182 177 177 97.3% 97.3% 24 130 0 0 130 0.0%
25 470 880 1,350 540 960 1,500 114.9% 109.1% 111.1% 25 5,300 0 1,500 6,800 2.2%
26 90 220 310 90 180 270 100.0% 81.8% 87.1% 26 1,900 210 12,300 14,410 4.6%
27 8,600 17,700 26,300 7,500 17,000 24,500 87.2% 96.0% 93.2% 27 33,800 12,600 0 46,400 14.7%
28 260 260 270 270 103.8% 103.8% 28 740 0 0 740 0.2%
710 610 1,320 730 570 1,300 102.8% 93.4% 98.5% 29 1,005 18 1,023 0.3%
39,585 28,580 68,165 39,232 27,615 66,847 99.1% 96.6% 98.1% 30 1,800 0 0 1,800 0.6%
/
/
2010 2011 (
2008 2009 2010 2011 2012 2013 2014 2015
MOSFET 6,195 4,580 4,950 5,200 5,450 5,700 5,900 6,130
IGBT 1,870 1,610 2,450 3,010 3,510 4,100 4,800 5,500
8,065 6,190 7,400 8,210 8,960 9,800 10,700 11,630
MOSFET/IGBT/
/
/
/
/
-
- 15 -
2012 2 7/4 257/
/
/
18.1%
3.9%
/
24.6%
53.3%
20113266
9.0%
75.1%
2.2%
/
13.6%
201513200
6.7%
80.9%
1.7%
/
10.7%
202044144
ST
IPM(
TDK
JFE
( /
MOSFET E
TDKED
/
TDK
PED
TDK
PCU
/
/
/
/
/
/
/
/
-
- 16 -
/
80%
EV 20
100
51
15 3451
51 49
65
25
10
50
50
50
50
123
49
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50
51
10
oo%>
/
/
/
(1)
(2)()
/
/
(3)
/
(4)
/
(5)/
/
(6)
/
-
- 17 -
6.5
2
3
201140
2013
2012
(7)
/
(1) /
/
/
(
(
(
/
(2)
/
(3)
/
(4)
/
(5)
/
/
-
- 18 -
60%
20%
5%
2%
13%
50%
30%
20%
/
()
(1)
/
600
iMiEV i
GM GM
(2)
/
(3)
/
(4)
/
/
(1)
(2)
(3)/
(4)
-
- 19 -
(5)
HV
2 /
3 /
+ /
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HV /
EV /
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HVEV
(1)
/
(2)
/
EV
(3)/
/
4671 75
112165
210240
420
0
100
200
300
400
500
2009 2010 2011 2012 2013 2014 2015 2020
(4)
(5)/
(6)
/
-
- 20 -
(1)
(2)
AFS/
(3)
(4)
(1) (2) (3) (4)
(5) 6 (7)
(8) (9) (10)
(11) (12) (13)
(14) AFS (15) (16)
(17)
(
(1) (2) (3) (4)
(1) (2) (3) (4)
(5) (6) (7) (8)
(9) (10)
(11) (12) (13)
(14) (15) (16) (17)
-
- 21 -
2013(
1 20125
2IPad2
3iPad 9
4 10IC
11
12
5 13
1 14
2 15
3 16B/B
17
6 18
7PC 19DRAM
8
1
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2
3
4/
5
2
3
4
5
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TCXO
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7
8
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-
- 22 -
KIMOTO Synaptics
Cypress SMK
Atmel
GTOC ELAN
Wintec
GTOC TPK Analog Devices
EELY-ECW Maxim
Shintek FreescaleSemiconductor
MELFAS PLANSEE SE IDT
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NawooTech TDK Broadcom DMC
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Nawootech TPK()
SkcHaas Wintek()
EFUNTECHNOLOGY
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Joinwell EELY-ECW()
Gamma iPhone Wintec BroadcomSintekPhotoronic()
Jun-hong TPK TIAUOptoronics(
Yuenheng iPad Wintec Broadcom CMO()
TPK Cando()
Galaxy S SMD Atmel MILDEX()
J Touch Cypress Truly()
Galaxy Tab J Touch Atmel NanjingWally()
SMD MaximShenzhennTopt()
Nexus One Synaptics Synaptics ELK()
Xperia SMD Cypress MELFAS()
N-ting
GTOC
InterfaceComponent
ITO ITO ICOCA/
/
TPK 45% TPK 50%
Wintek 40% Wintek 40%
CMO 15% CMO 5%
CandoiPad2
SintekHannStar
iPhone4 iPad2
CMOS
T
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LG
HTC
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Xperia arcXperia neo
1400Android
116
4 LAN/2 7.80
3GS LAN/21 5.95
NEXSUS One LAN/21 8.20
iPad2 LAN//GPS3 9.00
Galaxy Tab LAN//GPS3 8.96
2009 2010 2011 2012 2013 2014 2015
74,470 274,900 439,700 552,100 683,700 781,811 856,800
54,030 187,000 294,300 358,900 430,700 460,700 514,500
2009 2010 2011 2012 2013 2014 2015
530 20,100 59,300 103,900 137,800 180,200 233,200
370 13,600 39,700 67,500 86,800 108,800 139,500
LAN/
LAN/
1
1
2009 2010 2011 2012 2013 2014 2015
A2009
61,000 65,000 71,500 78,500 86,000 94,000 102,000
B2011
6,600 13,000 15,000 17,000 19,000 21,000 23,000
C2011
54,400 200,600 334,000 426,400 517,500 569,500 654,000
D=(B+C)-A
0 148,600 277,500 364,900 450,500 496,500 575,000
*A
/
2009 2010 2011 2012 2013 2014 2015
107 288 374 464 575 650 715
7 72 210 365 480 620 682
114 360 584 829 1055 1270 1397
/
2011
18%
82%
45%
55%
30%
35%
30%
-
- 23 -
LAN
-
- 24 -
201012R&D)
3000
201122500
25
HTC6000CDMA
20113AUO
OSOMSQuanta
TSMC811CMOS
20114Taiwan Mobile
5000CHNGHONG
20115HUAWEI35FoxlinkDeltaPrimeWiMAXPrime20
TPV9000
AUOCHNGHONG
2011OLEDEL(AMOLEDAUOCMO
20116AlphaSMT2
Display Taiwan 201155
100
NT
URL
1 Accton 1
? 5,045 2,000 03-5770270www.accton.c
om.tw
PC
115NB
(
PC40%
HTCPCHTC Puccini
MacBook Pro
PEGATRON
URL
12 CANDO 12
7,000 1,100 03-5972055www.candote
c.com/
AUOTPK
13 Career Tech 248
4,000 1,600 02-86868868www.careegr
oups.com /FPC
HTC
14 Catcher 398
4,805 700 06-2539000www.catcher.
com.tw/ HTC
15 CCI ?123-1-12
784 36002-29952668-
8www.ccic.co
m.tw
MacBook Pro
16 Chernan 161-18
631 - 02-82092883www.chernan.
com/?
/
17 Chi Cheng 111
1,450 6,800 02-2226638www.chichen
g.com.tw
Xperia arc
18 Chicony 25
6,000 15,000 02-22988120www.chicony.
com.tw
//
PCNB
19 Chunghwa 21-3
77,574 24,508 0800-080080www.cht.com.
tw
20 CMO 160
73,100 130,000 03-7586000www.chimei-innolux.com
?
/1000
21CompalCommunications
385
53,730 1,352(
02-87516228www.compalc
omm.com
22CompalElectronics
23 Compeq
URL
96 Ways
123-11
928 700 03-4965000www.waystec
h.net HTC
97 Wintek 10
10,479 3,924 04-25318899www.wintek.c
om.tw
98 WISTRON 88-21
16,000 3,565 02-86912888www.wistron.
com
99 Yageo 233-1-3
18,100 2,700 02-29177555www.yageo.c
om
iPad
100 YoungFast 32-5
1,500 844 03-4833665www.yfo.com.
tw
JTOUCHGalaxy Tab100
2009 2010 2011 2012 2013 2014 2015
48,700 91,800 128,600 165,000 208,000 243,500 272,100
53,500 101,500 134,800 164,000 198,000 220,600 234,900
49,700 81,100 110,800 139,000 171,500 194,800 213,000
27,100 29,600 40,800 53,000 67,500 79,100 90,000
179,000 304,000 415,000 521,000 645,000 738,000 810,000
0%10%20%30%40%50%
60%70%80%90%
100%
2009 2010 2011 2012 2013 2014 2015
2009 2010 2011 2012 2013 2014 2015
27.2% 30.2% 31.0% 31.7% 32.3% 33.0% 33.6%
35.5% 33.4% 32.5% 31.6% 30.7% 29.9% 29.0%
27.8% 26.7% 26.7% 26.7% 26.6% 26.4% 26.3%
9.5% 9.7% 9.7% 10.0% 10.4% 10.7% 11.1%
100.0% 100.0% 99.9% 100.0% 100.0% 100.0% 100.0%
2010
26.7%
9.7%
33.4%
30.2%
2010
26.7%
9.7%
33.4%
30.2%
2012
31.6%
10.0%
26.7%
31.7%
2015
26.3%
33.6%
11.1%
29.0%