Advanced Weekly Equipment PO & Award Database
DSCC가 조사하는 다양한 장비 부문에서 시장점유율 확보에 도움이 되도록 작성한 주간 뉴스레터로 3개의 스프레트 시트로 구성되어 있습니다. 첫번째 시트에서는 장비 업체들이 발표한 모든 PO 공지를, 두번째 시트와 세번째 시트에서는 중국 OLED 패널 업체에서 장비 업체에 이르기까지의 장비 award 관련 내용을 확인할 수 있습니다.
File FormatExcel 피벗테이블
A first of its kind database which provides the complete toolset and components used in all display fabs in China, from 2015-2020 and beyond. The Advanced Weekly PO and Award Database reveals all the different tools and components for nearly every display fab in China along with the supplier of those tools and components and the number of units being delivered. These awards are typically issued before purchase orders are released, allowing analysts to not only track, but also predict company bookings. In addition, since display equipment can be delivered more than a year after the awards are issued, it allows users to accurately forecast market share out as much as 18-months in advance for more than >150 different equipment categories, ranging from <$5000 to over $100M per tool/component. With the fabs in this database representing over 75% of 2018-2020 equipment spending, it represents a cost effective and highly accurate way for companies to predict the size of the display market in units and revenues as well as track their competition. It also gives component suppliers a way to track their end-markets and market share of their customers. In addition, it allows panel manufacturers to examine the tool choices of their competitors and gain insight into their competitor’s processes. Furthermore, it allows equipment suppliers to track the growth of segments they are not participating in, providing an immediate way to size the market for every category and shorten the time it takes to assess new markets.
This report provides 3 spreadsheets which include:
- PO Database
This database includes all the Purchase Order (PO) announcements made by equipment companies. In particular, we are showing all the PO announcements filed by publicly traded Korean equipment suppliers, which we update on a weekly basis. Going back 3 years, we show PO dates, delivery dates, changes to delivery dates, PO amount in $US, customer, fab name, fab location, glass size, display technology, equipment description. This database includes >500 different POs
- LCD Fab Equipment Award Database
This database includes equipment awards from Chinese LCD panel makers to equipment makers. These awards are issued prior to the purchase orders (POs). This database includes the equipment company, customer, award date, fab location, fab name, glass size, phase, display technology, tool type and number of tools. This database includes the equipment supplier and number of tools per equipment type by fab from the following panel suppliers – AUO, BOE, CEC Panda, China Star, HKC, Tianma and Truly. There are over 5000 entries.
- OLED Fab Equipment Award Database
This database includes equipment awards from Chinese OLED panel makers to equipment makers by tool type including the number of tools by tool type by fab. These awards are issued prior to the purchase orders (POs). This database includes the equipment company, customer, award date, fab location, fab name, glass size, phase, display technology, tool type and # of tools. There are over 2300 entries.
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