May 27 TongYang IT Hardware Monthly
1-5.2% -16,139 593-2.4% -7.4% -7,59-3,683 2 4.2% -7,283 12,392-3.% 1.% -2,488-8,472 3 2.5% -8,95-1,796-1.2% 1.2% -359-3,717 1 1.3% -31,516 2,188-6.5% -5.3% -1,356-15,873 4 6.2% -32,127 27,136-3.2% 2.8% -11,848 15,856 49 IT 47 45 43 41 39 IT 37 35 6.3 6.5 6.7 6.9 6.11 7.1 7.3 2, 1, -1, -2, -3, -4, -5, -6, -7, -8,
49 47 45 43 41 39 37 IT 88 86 84 82 8 78 76 74 35 6.3 6.5 6.7 6.9 6.11 7.1 7.3 72
6, 5, 4, 3, 2, 1, -1, 1.1Q 2.1Q 3.1Q 4.1Q 5.1Q 6.1Q 7.1Q 8.1QE 15 1 5-5 -1 QoQ YoY -15 1.1Q 2.1Q 3.1Q 4.1Q 5.1Q 6.1Q 7.1Q 8.1QE 2 15 1 5-5 -1-15 -2
(5/2) 575, (7. 12E) 614,122 54,43 78,674 67,661 EPS 45,528-14.2% ROE 14.3% PBR 2. Analyst : (377-3563) (5/2) 28,1 (7.12E) 7,388 133-18 -14 EPS -1,392 ROE -2.8% PER NM Analyst : (377-3541)
(5/2) 15,2 (7.12E) 814 27 235 188 EPS 1,879 15.6% ROE 2.1% PER 8.1 Analyst : (377-3541) (5/2) 14,95 (7. 12E) 1,455 266 268 214 EPS 2,442 72.4% ROE 34.2% PER 6.1 Analyst : (377-3562)
(5/2) 5,8 (7. 12E) 743 142 147 118 EPS 785 78.1% ROE 24.9% PER 7.4 Analyst : (377-3551) (5/2) 6,97 (7. 12E) 1,913 116 91 86 EPS 85 55.% ROE 14.% PER 8.7 Analyst : (377-3563)
12, 1, 8, 6, 4, 2, 2 21 22 23 24 25 26 27E
P-BGA CSP BOC UTCSP FC-BGA BGA Chip 12% BGA Chip Chip Wire Bonding.12mm CSP Chip BumpChipBGA packaging Mobile DDR2 packaging MCP CPU, Chipset, GPU BGA/CSP MCM FC-BGA BOC
Chip-substrate Gold-Wiring bump Substrate-MB Ball Ball Ball 6~7 Ball 7~6, Ball Line/Space 3 /3 2 /2 Pattern subtractive Semi-additive
MPU 275 Intel,AMD, Freescale, Sun GPU 13 NVIDIA, ATI ASIC 35 IBM Chipset 156 DSP 2 TI, Agere Others 16 Samsung, Elpida, Toshiba Total 65
INDEX KOSPI WON / Bil. 1,553 757,287.7% 6.4% 14.2% 12.3% KOSDAQ WON / Bil. 682 84,914 1.% 4.6% 18.3% 14.6% Dow USD / Mil. 13,212 4,363,269.8% 6.7% 4.7% 9.9% S&P5 USD / Mil. 1,496 13,371,54.1% 5.% 4.% 9.4% Nasdaq USD / Mil. 2,558 3,858,375.1% 5.6% 3.8% 9.6% Russel 2 USD / Mil. 828 1,67,119 -.6% 3.1% 3.5% 1.4% TWSE TWD / Bil. 7,93 19,573-1.2%.2% 2.6% 11.7% Nikkei 225 JPY/Bil. 17,395 3,724,512 -.2% 2.2%.1% 6.4% DAX3 EUR/Mil. 7,456 897,725.9% 7.5% 9.8% 19.8% CAC4 EUR/Mil. 5,99 1,95,23.8% 6.1% 6.8% 12.8% Hang Seng HKD/Mil. 2,388 12,352,514-1.3% 2.9% 1.4% 8.9% KOSPI WON / Bil. 5,756 149,261.% 2.6% 5.6% -3.2% PHLX Semi USD 498-1.6% 7.1% 8.6% 11.4% Taiwan Electro. TWD/Mil 337 11,2,69 -.4%.5% 2.9% 11.4% Nikkei Elect. Appl. JPY 591 -.9% 2.9% 1.7% 6.6% Economic Won/USD WON 93.9.4% -1.1% -1.1% -.9% Won/Yen WON 776.8 -.5% -2.8%.5% -3.1% Won/Euro WON 1,265.7.1%.7% 3.7% 5.7% WTI USD 63.7-2.2% -3.5% 9.5% 1.% 1 4.6-4bp bp -4bp 1 bp 3 5. bp 5 bp bp 9 bp Dollar Base KOSPI WON 1,553.4% 7.6% 15.4% 13.2% KOSDAQ WON 682.7% 5.8% 19.6% 15.6% Dow USD 13,212.8% 6.7% 4.7% 9.9% S&P5 USD 1,496.1% 5.% 4.% 9.4% Nasdaq USD 2,558.1% 5.6% 3.8% 9.6% Russel 2 USD 828 -.6% 3.1% 3.5% 1.4% TWSE TWD 7,93-1.5% -.4% 1.5% 1.7% Nikkei 225 JPY 17,395 -.8%.2%.8% 3.7% DAX3 EUR 7,456.9% 9.2% 14.5% 27.4% CAC4 EUR 5,99.7% 7.8% 11.3% 19.9% Hang Seng HKD 2,388-1.4% 2.8% 1.2% 8.3% KOSPI WON 5,756 -.5% 3.7% 6.8% -2.4% PHLX Semi USD 498-1.6% 7.1% 8.6% 11.4% Taiwan Electro. TWD 337 -.6% -.2% 1.7% 1.5% Nikkei Elect. Appl. JPY 591-1.5%.9% 2.4% 3.9%
1,6 1,55 1,6 1,59 KOSPI 1,55 1,54 NASDAQ 2,6 1,5 1,5 1,49 2,5 1,45 1,4 S&P 5 1,45 1,4 1,44 1,39 KOSPI 2,4 1,35 1,35 1,34 2.2 2.23 3.16 4.6 4.27 2.2 2.23 3.16 4.6 4.27 2,3 115 11 15 1 95 98 18 KOSPI KOSPI 96 14 94 1 92 96 KOSPI S&P 5 NIKKEI 225 9 9 92 2.2 2.23 3.16 4.6 4.27 2.2 2.23 3.16 4.6 4.27 1,59 KOSPI 6, 18 1,55 1,51 KOSPI 5,85 15 12 KOSPI 1,47 1,43 5,7 5,55 99 96 NIKKEI 1,39 1,35 5,4 93 9 2.2 2.23 3.16 4.6 4.27 2.2 2.23 3.16 4.6 4.27
Semiconductor WON / Bil. 575, 84,697 9,984 -.9% 1.6% -.7% -6.4% 1.7 1.7 16.6 WON / Bil. 32, 14,692 15,783 -.6% -1.1% 2.4% -8.% 8.3 1.3 16.5 Micron Tech USD / Mil. 11.5 8,66 8,66-4.3% -5.6% -11.6% -17.6% 26..9 1.3 Elpida JPY / Bil. 5,7 655 5,457.2% 4.1% -3.1% -4.3% 13.7 1.5 1.9 Nanya TWD / Bil. 28.5 114 3,49 -.2% 1.8% 1.1% 21.6% 11.3 1.3 12.9 Toshiba JPY / Bil. 894 2,878 23,959 -.2% 13.6% 16.1% 21.3% 22.1 2.3 11.2 SanDisk USD / Mil. 42.5 9,663 9,663-6.% -3.4% 5.8% -9.1% 2. 2. 8.8 Intel USD / Mil. 21.9 126,47 126,47 -.7% 14.6% 4.6% 6.% 16.6 3. 18.3 AMD USD / Mil. 13.6 7,564 7,564-6.% 6.2% -12.3% -34.6% 1.5-2.6 TSMC TWD / Bil. 68. 1,757 52,741-2.7% -.3%.9% 11.8% 12.3 2.9 24. Display LG LCD WON / Bil. 38,8 13,883 14,914 2.4% 17.% 47.8% 27.4% 16.5 1.8 11.4 SDI WON / Bil. 55,2 2,515 2,71.7% -7.4% -7.8% -18.% 24.9.6 2.1 Sony JPY / Bil. 6,41 6,429 53,52 -.8% 9.4% 15.5% 34.1% 21.7 1.8 8.6 Matsushita JPY / Bil. 2,41 5,912 49,218 3.4% 2.3%.4% -.2% 18.5 1.3 7.1 Sharp JPY / Bil. 2,175 2,416 2,112-4.8% -2.7% 5.8% 3.8% 19. 1.7 9.9 AOU TWD / Bil. 53.4 44 12,144 -.6% 11.6% 22.2% 19.9% 12. 1.5 13.6 CMO TWD / Bil. 37.6 244 7,313 1.3% 7.% 17.% 1.% 12. 1.2 1.8 CPT TWD / Bil. 7.9 64 1,936-5.6% 16.% 23.6% 27.%.8-8.7 Handset LG WON / Bil. 63,2 9,142 9,82 2.4% -1.9% 21.1% 1.3% 9.8 1.4 15.1 Nokia EURO / Mil. 19. 74,57 11,26.7% 11.8% 13.% 24.1% 14.5 6.2 33.4 Motorola USD / Mil. 17.6 41,976 41,976-1.9%.% -11.5% -22.3% 2. 2.5 13.7 Qualcomm USD / Mil. 44.3 73,788 73,788-2.3% 2.8% 17.6% 21.8% 21.5 4.2 16.9 Sets & Parts WON / Bil. 34,75 2,596 2,788-2.1% 2.1% 1.3% -14.6% 15.6 1.4 8.9 Whirlpool USD / Mil. 113.1 8,929 8,929 5.7% 33.4% 23.7% 31.9% 11.5 2.3 19.1 MURATA JPY / Bil. 8,42 1,897 15,791-7.4% -.8% -1.3% 4.2% 2.3 2. 1.1 TDK JPY / Bil. 1,5 1,339 11,144-3.3% -.9% -.9% 11.3% 19.5 1.6 8.8 Yageo TWD / Bil. 13.2 32 956-3.3% -2.6% -6.1% 1.% 1.7 1. 9.9 PCB WON / Bil. 7,68 375 43.4% -3.4% 1.5% -7.5% 13.4 1. 7.6 WON / Bil. 1,1 275 295 -.5% 2.% 14.3% 6.4% 7.2 1.7 25.6 Ibiden JPY / Bil. 6,67 999 8,318-2.8% 11.4% 11.4% 13.1% 18.4 2.7 15.9 Compeq TWD / Bil. 13.4 16 486-3.9% -6.3% -1.1% -5.% 9..9 1.9 Shinko JPY / Bil. 2,395 324 2,695-16.% -8.2% -25.9% -19.2% 13.1 1.8 14.9
145 LPL SDI LG 135 125 115 15 95 85 75 2.1 2.15 3.1 3.15 3.29 4.12 4.26
A593 Buy 7, 94,382 A66 Buy 39, 14,922 A3422 LG LCD Mktperform 3, 11,665 A6657 LG Mktperform 7, 9,484 A64 SDI Mktperform 55, 2,812 A1245 Buy 44, 2,764 A915 Buy 46, 2,451 A4689 Mktperform 622 A288 Mktperform 23, 622 A2953 Mktperform 51 /OA A86 Mktperform 7,5 365 A3693 Mktperform 359 A3683 Buy 27,5 354 A3671 Buy 13,5 27 A3198 Buy 13, 248 A1699 LG Mktperform 3, 247 A121 Buy 47, 234 A497 Buy 35, 227 / A413 GDS Mktperform 189 A3649 MktPerform 168 A568 Mktperform 16 A548 BUY 21, 139 A3324 Mktperform 13 A1193 BUY 3,8 129 A3923 Mktperform 124 A74 Mktperform 17 / A2946 Buy 5,7 13 A5182 Buy 11, 96 A4912 Buy 7,5 93 A672 KH Mktperform 86 / A5374 Buy 11, 83 A5271 Buy 1, 76 / A5137 Mktperform 7 A4952 Mktperform 64 / A6611 Mktperform 57 /OA
25 574,577 -.3 8,598-32.9 88,75 76,42 5,148-26.3 1.7 23,354 2.3 2.6 26 589,728 2.6 69,339-14. 92,162 79,261 53,35 5.8 12. 262,961 2.4 18.7 27E 614,122 4.1 54,43-21.5 78,674 67,661 45,528-14.2 12.6 286,462 2. 14.3 1Q6 139,593 1.1 16,14-24.9 22,237 18,845 2Q6 141,79 3.8 14,18-14. 17,63 15,93 3Q6 152,165 4.7 18,495-13. 25,263 21,867 4Q6 156,892 1.1 2,524-3.9 27,59 23,456 1Q7 143,86 3.1 11,831-26.7 18,49 15,992 2Q7E 145,46 3.1 9,994-29.5 15,852 13,633 3Q7E 158,439 4.1 15,61-18.6 21,391 18,396 4Q7E 166,364 6. 17,517-14.7 23,22 19,64 25 57,534-1.9 14,3-22.5 15,139 18,174 4,7 7. 5.7 12,571 1.9 34. 26 75,692 31.6 18,725 3.9 18,298 2,124 4,43 8.8 7.5 17,365 1.9 27.3 27E 93,569 23.6 12,279-34.4 12,58 11,883 2,589-41.6 12.4 19,924 1.6 13. 1Q6 15,111 17.7 3,762 25.8 2,895 2,894 2Q6 15,775 27.8 3,231 51.3 3,249 3,244 3Q6 18,241 22.3 2,918-22.8 3,66 3,838 4Q6 26,564 52.4 8,814 63.4 8,494 1,147 1Q7 24,19 6.1 3,88 3.1 4,18 4,18 2Q7E 2,418 29.4 421-87. 364 364 3Q7E 22,776 24.9 2,663-8.7 2,635 2,635 4Q7E 26,185-1.4 5,314-39.7 5,329 4,73 25 88,92 1. 4,476-72.7 3,673 5,17 1,523-71.9 29.6 21,32 2.1 7.7 26 12,7 14.7-9,452-1,244-7,693-2,15 NM 18,936 1.9-1.6 27E 17,564 5.4-2,126-2,636-1,814-57 NM 18,429 2.1-2.7 1Q6 24,177 36.6 353 122 475 2Q6 2,864 2.9-4,452-4,28-3,215 3Q6 27,295 13. -3,844-4,26-3,21 4Q6 29,671 1.9-1,58-2,78-1,743 1Q7E 26,6 7.8-2,37-2,516-1,694 2Q7E 27,83 29.8-752 -883-883 3Q7E 27,339.2 337 217 217 4Q7E 27,82-8.7 659 546 546
25 237,742-3.6 9,146-26.8 7,414 7,28 4,49-55.4 17.7 35,883 2.2 12.6 26E 231,77-2.5 5,349-41.5 2,618 2,127 1,316-7.2 54.5 35,79 2. 3.5 27E 244,42 5.5 7,96 48.8 6,848 5,82 3,591 173. 17.6 37,972 1.7 9.1 1Q6 57,998-2.7 1,96-31.9 1,818 1,58 2Q6 57,962 3.2 1,95 32.4-95 -97 3Q6 6,542.6 1,972-29.5 35 227 4Q6 55,25-1.7-434 59 49 1Q7 6,337 4. 1,729-9.3-1,284-1,266 2Q7E 61,52 5.3 2,195 15.2 2,816 2,394 3Q7E 62,718 3.6 2,46 3.8 2,93 1,779 4Q7E 6,294 9.2 1,99 3,222 2,913 25 57,189-6.6 1,48-76.4 1,883 2,41 5,495-67.1 19.1 95,938 1.1 5.4 26 49,76-14.2 136-87. 986 97 2,71-62.3 36.9 97,338.8 2. 27E 39,838-18.8-2,159-1,22-1,53-2,233 NM 94,55.6-2.3 1Q6 12,738-2.7 44 67 527 2Q6 12,39-8.8 248 283 33 3Q6 12,59-13.2 35-94.9 353 4 4Q6 11,521-28.8-191 -257-323 1Q7E 8,676-31.9-1,96-865 -756 2Q7E 9,69-26.3-575 -347-35 3Q7E 1,411-16.8-38 -138-121 4Q7E 11,682 1.4-18 147 13 25 23,914 2.7 1,2 15.4 885 864 1,128 235.1 1.5 1 12.7 12.7 26P 28,687 2. 1,147 12.5 1,79 1,579 2,68 83.3 14.7 3 2.2 2.2 27E 32,916 14.7 1,915 67. 2,287 1,926 2,52 21. 14.9 3 2.7 2.7 1Q6 5,974 39.1 463 457.5 48 474 2Q6 6,845 1.7 417 26.3 358 159 3Q6 7,495 23.9 51 4.3 723 539 4Q6 8,373 13.4-234 229 48 1Q7 6,852 14.7 353-23.7 465 39 2Q7E 8,53 17.6 425 1.9 516 435 3Q7E 8,86 17.5 562 12.2 661 557 4Q7E 9,24 9.9 575 644 544
25 22,312-17. -41-1,176-673 -872 NM 21,498 1.4-4.1 26P 23,936 7.3 11 1,156 98 1,267 28.2 22,914 1.6 5.7 27E 24,71 3.2 271 21.4 1,42 1,188 1,529 2.7 22.7 23,942 1.5 6.5 1Q6 5,772 8.4-54 294 268 2Q6 5,74 9.4-41 197 19 3Q6 6,231 1.6-24 186 195 4Q6 6,193 1.4 219-16.4 48 326 1Q7 5,648-2.1-174 14 11 2Q7E 5,943 3.5 3 321 272 3Q7E 6,376 2.3 155 463 392 4Q7E 6,743 8.9 259 4.5 65 513 25 1,473 15.8 249 16. 236 193 1,691 12.9 15.7 6,147 4.3 29.5 26 1,838 24.8 153-38.5 119 11 427-74.8 59.4 4,134 6.1 11.3 27E 2,565 39.6 266 74 258 219 95 112.1 42.3 4,84 7.9 18.9 1Q6 382 21.8 47-8.2 37 31 133-31. 17.2 2Q6 415 21.8 37-36.2 29 24 12-51. 11.1 3Q6 59 3.9 43-39.1 42 35 147-29.3 13.5 4Q6 532 23.8 26-62.2 11 1 91-78.7 4. 1Q7E 568 48.5 63 34.3 61 52 215 61.7 19.2 2Q7E 67 46.5 64 72. 62 53 219 114. 18.7 3Q7E 643 26.3 7 63.9 68 58 24 63. 19.7 4Q7E 747 4.5 68 162.2 66 56 231 153. 18.2 25 6,182 59.5 527 1,161.7 561 432 1,593 761.3 1.3 13,58 1.2 12.3 26 6,559 6.1 394-25.1 432 359 1,299-18.4 18.6 14,855 1.6 9. 27E 6,72 2.5 426 8 577 444 1,585 22. 13.6 16,292 1.3 1.1 1Q6 1,885 186.8 86 61.6 87 73 266 138.7 7.7 2Q6 1,415 74.3 16 72.5 197 149 539 176.4 15.2 3Q6 1,869-8.6 143-25.7 91 112 46-23.2 11. 4Q6 1,389-47.9 59-73. 57 24 88-87.9 2.3 1Q7E 1,553-17.6 86.3 123 95 339 27.6 9. 2Q7E 1,395-1.4 75-29.3 19 84 3-44.4 7.8 3Q7E 1,591-14.9 96-33.1 133 13 367-9.8 9.3 4Q7E 2,182 57. 169 185.8 211 162 579 556. 14.3
25 5,359-11.8 352-46.4 445 348 3,449-29.4 16.9 54,415 1.1 6.4 26 5,826 8.7 422 19.6 611 467 4,648 34.8 1.5 56,593.9 8.3 27E 6,325 8.6 537 27.3 755 56 5,557 19.6 9.9 59,91.9 9.5 1Q6 1,372 4. 12 13.6 15 19 2Q6 1,695 39.2 136 27.9 191 144 3Q6 1,642 9.3 131 142.1 155 117 4Q6 1,116-15.4 35-59.7 115 97 1Q7E 1,439 4.9 126 4.7 18 134 2Q7E 1,42-16.2 123-9.1 177 131 3Q7E 1,651.5 14 7.1 195 145 4Q7E 1,816 62.6 148 323.3 23 151 25 3,34 5.5 277 9.7 435 33 1, 39.1 9.3 7,868 1.2 8.8 26E 3,348.2 59-78.8 5 41 95-9.5 89.5 7,174 1.2 1.1 27E 3,543 5.8 89 51. 248 23 416 338.3 18.5 7,29 1.1 5.7 1Q6 862 6.4 5 38.8 18 82 2Q6 835 -.5 54-47. 62 4 3Q6 815-2.3-2 24 19 4Q6 836-2.5-25 -144-11 1Q7E 826 6.3 1-87.4 48 39 2Q7E 846 1.3 13-75. 53 43 3Q7E 91 11.7 27 66 54 4Q7E 961 15. 39 81 66 25 1,312-21.4 83-76.6 59 49 156-85.9 77.3 3,71 3.2 4.5 26 1,211-7.7 123 48.6 126 169 527 238.6 13.6 4,158 1.7 13.3 27E 1,726 42.5 238 92.9 266 227 79 34.6 16.5 4,867 2.4 15.6 1Q6 327 14.4 33 223.9 25 25 2Q6 37-19.7 37-34. 47 47 3Q6 35-26.7 45-37.7 39 39 4Q6 227 36.5 8 16 58 1Q7E 66 85.3 117 256.8 125 114 2Q7E 38 23.6 43 15.8 5 4 3Q7E 35.1 34-25. 4 32 4Q7E 39 72. 44 468.3 52 42
25 967 17.8 178 26.5 26 157 1,117 23.6 8. 6,774 1.3 18.5 26 1,417 46.5 317 77.7 316 247 1,745 56.2 8.3 8,23 1.8 23.6 27E 1,785 26. 384 21.1 427 324 2,189 25.5 11.9 9,936 2.6 24.5 1Q6 296 29.9 54 59.7 63 48 2Q6 326 41.1 77 58.3 71 51 3Q6 37 55.8 86 11.9 78 63 4Q6 425 56.9 1 87.8 14 85 1Q7E 46 37.4 84 55.4 94 72 2Q7E 447 37.1 99 29. 11 84 3Q7E 458 23.8 1 17. 111 85 4Q7E 473 11.4 1 -.3 111 85 25 2,292 55.6 223 96.5 178 174 656-3.7 9.5 3,222 1.9 21. 26E 2,912 27.1 323 44.9 256 215 811 23.8 7.7 3,77 1.6 22.3 27E 3,711 27.4 438 35.5 42 342 1,257 54.9 8. 4,886 2.1 28.7 1Q6 684 39.8 84 128.5 7 61 2Q6 74 62.5 89 153.4 62 52 3Q6 679 9.2 75 17.2 63 55 4Q6 89 11.6 76-13.2 61 48 1Q7 858 25.5 98 17.4 1 85 2Q7E 884 19.4 13 15.9 88 75 3Q7E 949 39.8 115 54.5 12 87 4Q7E 1,2 26.1 122 59.8 112 95 25 64 3.5 12 38.3 135 139 1,123 22.6 5.4 5,542 1.1 21.8 26 1,289 11.4 33 175.5 327 286 2,263 11.5 4.2 7,415 1.3 34.1 27E 1,382 7.2 332.4 337 27 1,395-38.4 9. 5,922 2.1 25.1 1Q6 345 39.2 19 35.8 16 88 2Q6 25 6.7 56 28.2 6 51 3Q6 483 678.9 145 2,287.8 143 115 4Q6 21 2.5 2 5.5 18 32 1Q7E 482 39.6 124 14.1 123 98 2Q7E 387 54.8 98 74. 99 79 3Q7E 276-42.8 61-58.1 63 51 4Q7E 236 12.6 49 145.5 52 42
25 7,454 9.2 618-9.4 449 377 5,3-41.2 11.5 47,341 1.2 1.8 26E 7,674 3. 22-64.5 122 197 2,62-47.9 22. 47,38 1.2 5.3 27E 7,388-3.7 133-39.6-18 -14-1,392-153.1 NM 45,453.6-2.8 1Q6 1,981 5.7 13-18.1 139 11 2Q6 1,929 17.2 96 5.8 62 9 3Q6 2,141 14.7 118-32.8 11 149 4Q6 1,622-21.5-125 -18-153 1Q7 1,675-15.5-72 -14-134 2Q7E 1,79-11.4 3-96.8-53 -51 3Q7E 1,95-8.9 9-23.4 34 33 4Q7E 2,54 26.6 111 5 47 25 2,113 15.3 322 32.5 249 28 3,864 47.1 13.6 26,189 2. 15.4 26 2,811 33. 39 21.4 347 282 4,828 24.9 1.1 28,45 1.7 16.9 27E 3,63 9. 392.5 339 265 4,15-14. 9.3 3,985 1.2 14.1 1Q6 725 68.7 144 172.2 129 17 2Q6 665 5.6 76 26.9 72 53 3Q6 78 29. 98-1.2 88 68 4Q6 713 2.8 72-27.5 58 54 1Q7E 766 5.6 98-32. 84 66 2Q7E 766 15.1 98 29.6 85 66 3Q7E 766 8.2 98 -.2 85 66 4Q7E 766 7.4 98 36.2 85 66 25 3,38 19.9 418 16.3 494 374 4,356 25.4 5.3 15,99 1.4 31.5 26 3,287 8.2 355-15.1 545 412 4,793 1. 5.9 19,879 1.4 26.8 27E 3,376 2.7 381 7.5 593 448 5,215 8.8 5.8 24,545 1.2 23.5 1Q6 78 7.7 88-5.5 79 59 691-12.9 17.2 2Q6 993 37.6 98-12.8 17 126 1,462 3.5 34.6 3Q6 767-1.6 1-4.8 17 119 1,384 17.5 3.5 4Q6 746-8.1 68-36.3 125 18 1,255. 26. 1Q7E 782.2 82-6.2 131 99 1,15 66.4 22.5 2Q7E 852-14.2 92-6.3 145 11 1,278-12.6 23.6 3Q7E 879 14.5 113 12.6 168 127 1,479 6.9 26. 4Q7E 863 15.7 94 37.3 149 112 1,37 4.2 21.8
25 2,715 9.5 121-24.5 237 186 868-7.3 12.1 11,663.9 7.2 26E 2,736.8 122.2 163 125 58-33.1 17. 11,817.8 4.7 27E 2,566-6.2 175 43.8 256 196 86 48.1 1.8 12,376.7 7.1 1Q6 666 1.7 27-15.8-8 -4 2Q6 652 7.3 31 48.7 6 46 3Q6 773 1.8 64 14.8 91 68 4Q6 645-6.9-1 2 15 1Q7E 597-1.4 41 5.8 61 46 2Q7E 585-1.3 4 26.9 6 46 3Q7E 74-8.9 48-25.3 69 53 4Q7E 68 5.4 46 67 51 25 513 5.1 129-17.3 131 12 1,439-27. 13.5 7,963 2.4 18.9 26 627 22.3 149 15.4 16 12 1,141-2.7 15.8 8,99 2. 12.4 27E 87 28.8 223 49.5 197 16 1,633 43.1 2.4 13,657 2.4 13.3 1Q6 129 4.3 28-21.4 26 22 2Q6 166 26.8 32-12. 25 25 3Q6 16 22.2 44 25.4 31 31 4Q6 172 35.5 45 13.3 24 23 1Q7E 192 48.6 46 63.3 38 31 2Q7E 195 17.7 52 61.8 45 37 3Q7E 21 25.6 6 36.7 54 43 4Q7E 219 27.5 66 44.4 6 48 25 1,284-24.2 19-79.2 17 128 679-34.1 12.6 18,76.5 3.6 26E 1,174-8.6-79 -22-9 -44 NM 17,771.6 -.2 27E 1,223 4.2 38 12 77 381 21.7 18,77.5 2.1 1Q6 29-6.8-4 1 7 2Q6 273-8.2-7 8 8 3Q6 316-6.3-4 -26-21 4Q6 295-12.9-29 -13-3 1Q7E 287 -.8-6 1 7 2Q7E 275.7 8 24 18 3Q7E 318.6 15 31 23 4Q7E 342 16.1 21 37 28
25 697 35.6 178 51.8 178 142 1,479 71.1 8.3 6,829 1.8 21.7 26E 713 2.3 186 4.2 196 156 1,626 9.9 7.5 8,36 1.5 19.9 27E 814 14.1 27 11.4 235 188 1,879 15.6 8.1 9,659 1.6 2.1 1Q6 162-5.4 43 21.8 42 33 2Q6 191 4.7 51 6.4 51 39 3Q6 173 5.7 44 1.1 46 35 4Q6 188 4.2 48-6.9 57 49 1Q7 192 19. 5 17.1 57 43 2Q7E 22 6.2 51.9 58 47 3Q7E 26 19.5 51 16.7 59 47 4Q7E 213 13.2 54 12.7 61 51 25 976-18.6 95-63.7 144 18 616-37.4 15.3 6,65 1.4 9.3 26E 82-17.8 36-62.7 83 64 383-37.8 19.9 6,46 1.2 5.4 27E 912 13.6 59 65.3 18 84 471 22.8 13.9 6,723 1. 7. 1Q6 24-21.8 8-78.5 19 15 2Q6 2-16.8 9-61.7 24 18 3Q6 29-1.3 17-18.7 28 21 4Q6 189-21.8 1-92.7 11 1 1Q7E 197-3.7 1 16.7 22 17 2Q7E 2 -.3 11 21.4 23 18 3Q7E 24 14.6 17 1. 3 23 4Q7E 276 46. 21 2,235.9 33 26 25 2,24 3.7 261 91.3 171 18 37 24. 12.4 2,481 1.5 12.5 26 2,11-5.8 1-61.8 75 57 162-47.3 2.9 2,584 1.3 6.1 27E 2,66 26.1 154 55.1 14 84 237 46.6 15. 2,756 1.3 8.5 1Q6 693 111.9 6 221.9 56 4 2Q6 668 17.1 32-48.5 35 39 3Q6 356-42.2-13 -18-21 4Q6 392-45.9 21-76.3 1-2 1Q7E 598-13.8 35-41.3 23 18 2Q7E 654-2.1 36 14. 24 19 3Q7E 697 95.5 41 28 23 4Q7E 712 81.6 42 12.8 29 24
25 728 15.9 177 28.6 151 178 1,17 7. 6.7 2,585 2.9 47.9 26 638-12.3 1-99.3-48 -48-266 NM 1,865 5. -11.2 27E 819 28.3 117 9578.1 94 75 314 18.3 2,698 2.1 14.7 1Q6 225 37.3 67 36.8 66 5 2Q6 111-38. -34-37 -3 3Q6 162-24.6 11-8.6 9 7 4Q6 14-17.4-42 -85-75 1Q7E 146-35.1 6-9.4 3 2 2Q7E 26 84.9 31 25 2 3Q7E 251 55.2 44 31.1 37 3 4Q7E 216 54.2 36 3 24 25 1,788 6.4 344 -.3 327 327 4,617-3.3 7. 12,496 2.6 34.4 26 1,186-33.7 81-76.5 27 27 386-91.6 62.1 7,63 3.2 2.6 27E 1,661 4.1 154 9 81 79 829 114.5 16.3 1,514 1.3 6.7 1Q6 273-38. 2-77.1 14 14 25-83.7 5.4 2Q6 267-33.5 21-74.5 8 8 115-89.3 3.2 3Q6 331-25.2 36-57.4 31 31 441-65.4 12.1 4Q6 314-37.5 4-95.5-26 -26-369 -134.8-1.2 1Q7E 335 22.4 22 11.8 12 12 123-4. 4.4 2Q7E 415 55.3 36 73.8 17 17 177 54.6 6. 3Q7E 462 39.7 5 37.5 31 3 315-28.5 9.9 4Q7E 45 43.1 46 996.1 21 2 213-157.8 6.3 25 1,439-11.4 163 15.9 157 128 48.9 9.1 2,935 1.5 15.3 26 1,486 3.3 14-14.2 153 12 454-5.4 8.1 3,443 1.1 12.7 27E 1,366-8.1 147 5. 175 134 466 2.8 8.9 3,652 1.1 12.6 1Q6 45 122.5 42 1415.7 47 34 2Q6 435 32.2 37-1.2 42 34 3Q6 361-29.8 37-46.7 49 36 4Q6 285-31. 24-55.4 15 16 1Q7E 433 6.9 45 6.9 67 52 2Q7E 297-31.7 32-12.2 36 27 3Q7E 39-14.3 33-9.2 34 26 4Q7E 327 14.6 36 49. 38 29
25 73 76.2 89 62.5 7 71 582-24.1 24.7 3,889 3.7 17.4 26 749 2.5-27 -38-39 -253 NM 3,487 2.5-6.7 27E 934 24.7 62 68 58 376 13.1 3,857 1.3 9.8 1Q6 284 4-43 43 2Q6 195-55.6-29 - -33-34 3Q6 95-28.1-3 - 4Q6 175 9.5-36 -49-48 1Q7E 345 21.4 15-61.8 13 13 2Q7E 37 57.4 34 36 29 3Q7E 96 1.4 3 2 4Q7E 186 6.4 13 16 13 25 1,283 51.4 12 49.6 138 12 829 15.2 7.1 4,497 1.3 22.6 26 1,836 43.2 82-19.3 89 73 377-54.6 14.4 4,328 1.3 9.7 27E 2,484 35.3 134 63. 179 143 725 92.6 6.2 5,3.9 15.4 1Q6 387 58.9 2 82.8 26 21 2Q6 449 69.5 28 11.1 14 17 3Q6 51 37.9 33-7.4 48 35 4Q6 5 21.6 2-94. 2 1 1Q7E 514 33. 12-4.7 21 17 2Q7E 564 25.6 26-4.8 37 29 3Q7E 677 35.2 44 35.4 56 45 4Q7E 729 45.8 52 269.9 65 52 25 833-18. -1-1.6 7 13 168-9.7 138. 9,391 2.5 1.6 26 1,223 46.8-24 2,472. -33-26 -325-293.8 NM 8,754 2.6-3.5 27E 1,514 23.8 72-397 52 41 51 256.9 22.7 9,235 1.3 5.6 1Q6 348 67.4 26 43.1 27 21 266 21.5 11. 2Q6 313 52.2-26 -257.3-26 -19-242 -1.1 3Q6 292 86.7-14 -59. -16-12 -148-6.4 4Q6 271 2.7-1 582.2-19 -16-27 -8.9 1Q7E 352.9 12-54.6 7 6 7-73.8 3.1 2Q7E 379 2.9 18-168.4 13 1 128 5.6 3Q7E 379 29.9 18-228.1 13 1 127 5.5 4Q7E 46 49.9 24-353.3 19 15 185 7.9
25 883 13.6 14 41. 146 115 1,168 31.1 4.4 4,144 1.2 31.7 26E 1,15 25.1 157 12. 162 128 1,296 11. 7.6 5,9 1.9 28.1 27E 1,152 4.3 168 7.3 178 14 1,421 9.7 7. 6,161 1.6 25.3 1Q6 194 6.8 32-6. 35 27 2Q6 352 16.2 51 141. 51 38 3Q6 247-27.2 36-39.2 37 28 4Q6E 312 62.8 37 46.2 39 34 1Q7E 34 56.2 46 41.8 48 38 2Q7E 261-25.7 38-26.4 4 32 3Q7E 35 23.5 43 21.5 46 36 4Q7E 282-9.6 41 1.2 44 35 25 549 3.4 72-45.7 75 7 726-27.9 16. 5,549 2.1 12.5 26 693 26.4 88 23.4 64 67 697-4.1 14.7 6,15 1.7 11.1 27E 824 18.8 119 35 11 11 1,43 49.6 7.3 6,961 1.1 15.1 1Q6 155 27.7 21 33.9 16 16 162 1. 1.6 2Q6 173 43.2 23 56.6 18 18 187 1.2 12.1 3Q6 171 21.5 23 25.1 15 14 144-2.2 9.2 4Q6 195 17.4 21-7.1 15 2 25-7. 12.8 1Q7E 158 2.2 19-1.7 16 15 156-3.7 9.5 2Q7E 19 9.8 26 15.6 24 22 227 21.7 13.3 3Q7E 224 31.3 34 46.3 32 29 31 19.5 17.1 4Q7E 252 28.9 39 88.5 38 35 359 75. 19.7 25 2,828-16.9 188-64.1 224 171 1,391-59.4 12.5 1,8 1.7 14.7 26E 2,33-28.1-69 -113-73 -595 NM 9,278 1.1-6.1 27E 2,52.9 53 61 49 4 13.9 9,677.6 4.2 1Q6 68-16.4-8 -7-4 2Q6 486-39.8-36 -52-48 3Q6 468-27.2-21 -24-13 4Q6 471-27.6-5 -29-9 1Q7E 53-17.2 6 8 6 2Q7E 483 -.6 5 7 6 3Q7E 534 14.1 18 2 16 4Q7E 531 12.8 25 27 21
25 1,838-15.1 127-67.1 83 58 523-77.7 43.1 9,859 2.3 5.2 26 1,518-17.4-93 -173.1-225 -198-1,736-431.6 NM 7,746 1.1-19.4 27E 1,631 7.4-13 -86-22 -22-196 88.7 NM 7,57.8-2.5 1Q6 378-1. -13-128.4-38 -38-334 -13.7 2Q6 381-12.9-17 -161.6-31 -31-268 -11.5 3Q6 484 1.9-14 -145.1-33 -33-292 -13. 4Q6 275-45.6-49 -325. -123-96 -842-4.3 1Q7E 384 1.6 2-118.1 1 1 5.3 2Q7E 395 3.7-3 -81.3-5 -5-46 -2.4 3Q7E 48-15.7-3 -76.4-6 -6-49 -2.6 4Q7E 444 61.4-9 -81.4-12 -12-15 -5.5 25 515.2 65-49.3 62 61 49-44.5 15.5 3,614 1.8 11.4 26 528 2.6 58-1.6 5 41 28-31.5 14.1 3,653 1.1 7.4 27E 554 4.8 66 13. 62 51 33 18.1 1.7 3,93.9 8.7 1Q6 144 2. 17-3.9 14 12 2Q6 142 17.8 21 32.8 18 14 3Q6 119-9.7 1-43.9 12 1 4Q6 123-13.5 1-24.2 6 5 1Q7E 14-2.8 15-11.5 14 12 2Q7E 139-2. 16-22.8 15 12 3Q7E 133 11.9 16 52.1 15 12 4Q7E 141 14.6 19 89.1 18 15
6 4 2-2 -4 OECD -6 9.1 94.1 98.1 2.1 6.1 1 8 6 4 2-2 -4-6 -8-1 6 4 2-2 -4 US Fed -6 9.1 94.1 98.1 2.1 6.1 1 2 3 4 5 6 7 8 9 6 4 2-2 -4-6 US 9.1 94.1 98.1 2.1 6.1 12 1 8 6 4 2-2 -4-6 6 4 2-2 -4-6 ISM 9.1 94.1 98.1 2.1 6.1 65 6 55 5 45 4 35 6 4 2-2 -4-6 9.1 94.1 98.1 2.1 6.1 2 15 1 5-5 -1-15 -2 6 4 2-2 -4 IT -6 9.1 94.1 98.1 2.1 6.1 25 2 15 1 5-5 -1-15 -2-25
25, 2, 15, 1, 5, 3MA YoY 6 4 2-2 -4-6.3 9.1 94.1 98.1 2.1 6.1 9.1 94.1 98.1 2.1 6.1.9.8.7.6.5.4 ASP3MA YoY 25 2 15 1 5-5 -1-15 -2-25 4,5 D 4, YoY 3,5 3, 2,5 2, 1,5 1, 5 9.1 94.1 98.1 2.1 6.1 15 1 5-5 -1 1,4 1,2 1, 8 6 4 NAND 2 YoY 4.1 5.1 6.1 7.1 14 12 1 8 6 4 2-2 -4-6 45 4 35 3 25 2 15 1 5 D FLASH 94.1 97.1.1 3.1 6.1 8 D NAND 7 NOR 6 5 4 3 2 1 4.1 5.1 6.1 7.1
1. Price/MB YOY 1. 1..1 92.1 94.1 96.1 98.1.1 2.1 4.1 6.1 1 8 6 4 2-2 -4-6 -8-1 7 6 5 4 3 2 6.3 6.4 6.5 6.6 6.7 6.8 6.9 6.1 6.12 7.1 7.2 7.3 7.4 3 25 2 15 1 5 6.3 6.4 6.5 6.6 6.7 6.8 6.9 6.1 6.12 7.1 7.2 7.3 7.4
1.6 BB Ratio 1.4 1.2 1..8.6.4.2 95.1 98.1 1.1 4.1 7.1 45 4 35 3 25 2 15 1 5 94.1 97.1.1 3.1 6.1 8 7 6 5 4 3 2 1 45 4 35 YoY 1 8 6 25 2 15 YoY 1 3 2 4 25 15 2-2 15 1 5 1 5 94.1 97.1.1 3.1 6.1-4 -6-8 5 94.1 97.1.1 3.1 6.1-5 -1 3, YoY 2,5 2, 1,5 1, 5 15 1 5-5 -1 94.1 97.1.1 3.1 6.1 94.1 97.1.1 3.1 6.1 45 4 35 3 25 2 15 1 5
6 5 15 1 4 3 2 5 1-5 -1 5.1 5.7 6.1 6.7 7.1 21 22 23 24 25 26 27 7 8 6 7 5 4 3 2 1 6 5 4 5.1 5.7 6.1 6.7 7.1 3 5.1 5.7 6.1 6.7 7.1 35 5 3 4 25 3 2 2 15 1 5 5.1 5.7 6.1 6.7 7.1 1-1 21 22 23 24 25 26 27
98 94 149 75 38 34 24 24 31 3 34 35 73 86 133 83 65 44 29 26 3 28 36 38 96 14 119 111 84 74 69 67 67 68 66 63 27 36 4 51 39 29 25 2 25 2 26 32 47 5 93 32 26 16 4 6 5 9 9 6 123 118 133 12 143 151 14 144 98 156 131 142 132 118 12 128 128 14 152 144 97 156 128 148 37 37 5 42 53 65 53 53 54 55 58 52 2 26 28 27 3 2 17 17 16 15 16 23 113 93 92 11 99 119 135 128 81 141 112 126 278 237 238 264 27 288 258 267 182 245 25 242 216 22 225 232 254 253 264 235 188 241 225 241 29 226 174 141 92 127 121 153 147 151 131 132 75 84 87 91 116 94 91 92 72 87 78 92 141 136 138 141 138 159 173 143 115 154 147 149 499 449 52 459 451 474 422 435 311 431 369 419 421 425 479 443 447 437 445 45 315 425 388 427 342 367 343 294 229 266 243 273 268 274 255 247 121 146 155 168 184 143 132 129 114 122 12 146 3 279 324 275 263 294 312 276 21 33 268 281 49 53 77 67 68 219 252 288 137 56 47 39 5 66 78 75 68 175 225 33 156 54 46 46 82 73 74 66 67 112 144 15 86 89 9 84 49 66 77 75 68 174 224 329 155 53 44 45 2 1 1 1 1 2 1 1 1 1
6 1 5 7 4 3 2 4 1 1-2 5.1 5.7 6.1 6.7 7.1-5 21 22 23 24 25 26 27 7 6 5 15 1 4 5 3 2 1-5 5.1 5.7 6.1 6.7 7.1-1 21 22 23 24 25 26 27 1 8 2 15 6 4 1 5 2-5 5.1 5.7 6.1 6.7 7.1-1 21 22 23 24 25 26 27
44 373 394 383 49 496 473 488 441 54 448 552 412 374 387 42 368 48 477 465 445 5 462 549 11 1 18 89 131 147 144 167 163 167 153 157 111 116 111 122 135 137 124 133 17 124 16 136 31 258 276 279 233 343 352 332 338 375 356 413 252 213 229 167 115 72 62 91 23 249 234 352 284 275 242 197 148 88 84 79 71 185 246 355 729 667 653 624 591 575 553 557 69 754 742 739 55 82 122 96 61 15 13 11 12 31 51 98 229 193 12 1 87 73 71 68 59 153 195 257 118 9 126 7 21 15 1 15 2 67 18 196 86 111 135 96 66 14 13 19 16 52 76 183 158 137 128 12 57 57 54 52 56 71 13 116 8 17 131 93 63 12 11 14 12 49 72 178 5 4 5 3 3 3 3 4 4 3 4 5 369 32 355 237 135 87 72 16 223 316 342 548 37 386 377 293 213 13 97 97 87 237 322 538 Total 887 84 782 726 648 632 68 61 746 825 845 855 135 188 252 189 124 27 24 25 24 8 123 276 235 198 125 13 89 76 74 72 63 156 199 262 75 73 89 87 74 85 68 79 62 62 61 93 7 74 89 83 78 74 66 67 54 65 58 93 18 17 17 21 17 22 19 28 32 25 24 18 59 65 75 66 7 6 55 55 43 54 54 7 1 9 14 17 8 14 11 12 11 11 5 23
7 TV TV 6 5 4 3 2 1 FPD TV 5.1 5.7 6.1 6.7 7.1 5 3 1-1 -3-5 21 22 23 24 25 26 27 8 6 7 TV 5 FPD TV 6 5 4 FPD TV 4 3 3 2 2 FPD TV 1 5.1 5.7 6.1 6.7 TV 7.1 1 5.1 5.7 6.1 6.7 7.1 23 225 235 254 291 299 266 242 218 244 167 238 238 232 233 293 28 271 284 231 227 225 187 228 TV 66 6 62 23 34 62 43 54 45 64 44 53 122 13 149 149 145 126 144 135 127 14 14 118 116 12 84 144 135 145 141 96 1 85 83 11 15 14 11 7 7 6 5 7 5 7 7 7 15 14 11 7 7 6 6 7 5 6 7 7 PJT TV 5 5 5 4 4 4 4 3 3 3 3 3 1 9 7 5 4 3 3 4 3 3 5 6 5 5 4 3 3 3 3 3 3 3 1 1 176 18 168 125 152 148 142 147 12 131 117 142 169 191 158 149 139 142 146 146 115 119 114 14 FPD TV 52 4 51 27 4 47 43 42 47 58 62 64 68 74 74 51 53 62 65 76 71 78 74 9 11 117 84 97 86 8 81 71 44 41 4 5
3 25 2 15 1 5 5.1 5.7 6.1 6.7 7.1 25 2 15 1 5-5 -1 21 22 23 24 25 26 27 2 2 15 15 1 1 5 5-5 5.1 5.7 6.1 6.7 7.1-1 21 22 23 24 25 26 27 146 159 136 129 245 269 27 185 111 198 145 194 141 177 131 141 225 245 268 213 132 173 146 186 58 4 45 34 54 78 8 52 31 57 55 64 28 37 3 34 42 33 38 32 26 3 39 26 113 14 1 16 183 212 23 181 17 143 17 159 7 112 89 89 82 8 122 6 83 63 36 29 63 15 79 93 8 98 14 59 96 6 35 27 28 35 45 41 43 25 43 18 5 8 9 11 27 26 19 42 37 27 16 17 26 2 14 1 36 78 6 52 43 72 87 42 7 41 21 17
2,5 6 12 5 1 2, 4 8 3 6 1,5 2 4 1 2 1, 5-1 -2-2 -4-3 -6 2 21 22 23 24 25 26 27 2 21 22 23 24 25 26 27 3 25 8 6 2 4 15 1 2 5-2 -4 2 21 22 23 24 25 26 27 2 21 22 23 24 25 26 27 2 1 4 3 2 1-1 -2 13 12 11 1 9 8 7 2 21 22 23 24 25 26 27-3 2 21 22 23 24 25 26 27 6
4 3 2 1-1 -2 New Order Shipment Inv entory 6 4 2-2 New Order Shipment Inv entory -3 2 21 22 23 24 25 26 27-4 2 21 22 23 24 25 26 27 6 3 New Order Shipment Inv entory 6 3 New Order Shipment Inv entory -3-3 -6-6 2 21 22 23 24 25 26 27 2 21 22 23 24 25 26 27 2. 1.8 1.6 1.4 1.2 1..8 Combined Rigid Flexible 2 15 1 Shipment Booking.6 23 24 25 26 27 5 23 24 25 26 27
4, 9, 3, 6, 2, 1, 3, 6.1 6.3 6.5 6.7 6.9 6.11 7.1 7.3 4.1Q 4.3Q 5.1Q 5.3Q 6.1Q 6.3Q 7.1Q 4, 9, 3, 6, 2, 1, 3, 6.1 6.3 6.5 6.7 6.9 6.11 7.1 7.3 4.1Q 4.3Q 5.1Q 5.3Q 6.1Q 6.3Q 7.1Q 6, 4, 2, 6.1 6.3 6.5 6.7 6.9 6.11 7.1 7.3 2, 16, 12, 8, 4, 4.1Q 4.3Q 5.1Q 5.3Q 6.1Q 6.3Q 7.1Q
6 1 8 5 7 5 6 4-5 -1 5 3-15 4-2 3 2-25 2 1-3 -35 1-4 4.1 4.7 5.1 5.7 6.1 6.7 7.1 4.1 4.7 5.1 5.7 6.1 6.7 8 6 4 2-2 -4-6 -8-1 7.1 25 2 4 5 2 15 35 4 3 3 2 15 1 25 1 2-1 1 5 15-2 5 1-3 -4 5-5 4.1 4.7 5.1 5.7 6.1 6.7-5 7.1 4.1 4.7 5.1 5.7 6.1 6.7-6 7.1 4,5 4 45 25 4, 4 3 2 3,5 35 3, 2 3 15 2,5 25 1 1 2, 2 1,5 15 5 1, 1-1 5 5-2 -5 4.1 4.7 5.1 5.7 6.1 6.7 7.1 4.1 4.7 5.1 5.7 6.1 6.7 7.1
2,5 2, 1,5 1, 5 5 4 3 2 1 1Q4 1Q5 1Q6 1Q7 1Q4 1Q5 1Q6 1Q7 5 4 3 2 1 4 3 2 1 1Q4 1Q5 1Q6 1Q7 1Q4 1Q5 1Q6 1Q7 3 2 1 2,5 2, 1,5 1, 5 1Q4 1Q5 1Q6 1Q7 1Q4 1Q5 1Q6 1Q7
8, 8, 6, 6, 4, 4, 2, 2, 1Q4 1Q5 1Q6 1Q7 1Q4 1Q5 1Q6 1Q7 2,5 2, 1,5 1, 5 2,5 2, 1,5 1, 5 1Q4 1Q5 1Q6 1Q7 1Q4 1Q5 1Q6 1Q7 9 3 6 2 3 1 1Q4 1Q5 1Q6 1Q7 1Q4 1Q5 1Q6 1Q7
25 1 1,45 65 225 152 142 797 967 1,79 2 1,25 65 225 152 137 135 77 938 1,764 3 1,2 615 215 157 13 13 748 913 1,711 4 1,48 1,11 585 215 16 125 123 738 92 1,622 5 1,45 95 575 22 165 125 122 723 886 1,565 6 1,38 85 58 22 168 125 12 75 863 1,51 7 1,32 825 583 217 169 13 123 689 835 1,442 8 1,3 81 57 213 171 143 132 681 822 1,417 9 1,28 81 565 29 172 149 141 671 81 1,392 1 1,15 85 565 27 17 157 143 673 88 1,375 11 1,12 8 565 25 166 158 144 668 79 1,361 12 1,12 8 565 2 159 155 142 66 78 1,324 26 1 1,1 8 55 188 149 147 135 632 759 1,38 2 1,4 765 54 18 14 137 128 619 745 1,26 3 985 74 515 173 133 125 12 69 729 1,226 4 89 68 475 16 12 112 18 592 711 1,185 5 845 65 45 147 11 15 12 577 692 1,147 6 79 61 41 138 14 1 97 565 682 1,113 7 75 57 375 135 14 96 93 541 652 1,63 8 72 555 365 139 113 99 96 526 627 1,23 9 7 54 365 145 125 12 99 516 612 983 1 68 53 365 15 13 14 12 51 592 948 11 66 52 35 147 128 16 13 491 56 918 12 63 51 335 143 123 1 97 479 542 878 27 1 61 48 32 133 113 97 94 469 531 853 2 59 46 31 127 17 95 92 451 57 815 3 57 45 35 12 1 92 89 417 457 718 4 56 45 35 123 15 93 9 395 427 668 25 1 2 (13.8)... (4.9) (3.3) (3.) (1.5) 3 (4.) (5.4) (4.4) 3.3 (5.1) (3.7) (2.9) (2.6) (3.) 4 (7.5) (4.9). 1.9 (3.8) (5.4) (1.3) (1.2) (5.2) 5 (2.) (14.4) (1.7) 2.3 3.1. (.8) (2.) (1.8) (3.5) 6 (4.8) (1.5).9. 1.8. (1.6) (2.5) (2.6) (3.5) 7 (4.3) (2.9).5 (1.4).6 4. 2.5 (2.3) (3.2) (4.5) 8 (1.5) (1.8) (2.2) (1.8) 1.2 1. 7.3 (1.2) (1.6) (1.7) 9 (1.5). (.9) (1.9).6 4.2 6.8 (1.5) (1.5) (1.8) 1 (1.2) (.6). (1.) (1.2) 5.4 1.4.3 (.2) (1.2) 11 (2.6) (.6). (1.) (2.4).6.7 (.7) (2.2) (1.) 12... (2.4) (4.2) (1.9) (1.4) (1.2) (1.3) (2.7) 26 1 (1.8). (2.7) (6.) (6.3) (5.2) (4.9) (4.3) (2.7) (1.2) 2 (5.5) (4.4) (1.8) (4.3) (6.) (6.8) (5.2) (2.) (1.8) (3.7) 3 (5.3) (3.3) (4.6) (3.9) (5.) (8.8) (6.3) (1.6) (2.1) (2.7) 4 (9.6) (8.1) (7.8) (7.5) (9.8) (1.4) (1.) (2.8) (2.5) (3.3) 5 (5.1) (4.4) (5.3) (8.1) (8.3) (6.3) (5.6) (2.5) (2.7) (3.2) 6 (6.5) (6.2) (8.9) (6.1) (5.5) (4.8) (4.9) (2.1) (1.4) (3.) 7 (5.1) (6.6) (8.5) (2.2). (4.) (4.1) (4.2) (4.4) (4.5) 8 (4.) (2.6) (2.7) 3. 8.7 3.1 3.2 (2.8) (3.8) (3.8) 9 (2.8) (2.7). 4.3 1.6 3. 3.1 (1.9) (2.4) (3.9) 1 (2.9) (1.9). 3.4 4. 2. 3. (2.9) (3.3) (3.6) 11 (2.9) (1.9) (4.1) (2.) (1.5) 1.9 1. (2.) (5.4) (3.2) 12 (4.5) (1.9) (4.3) (2.7) (3.9) (5.7) (5.8) (2.5) (3.3) (4.4) 27 1 (3.2) (5.9) (4.5) (7.) (8.1) (3.) (3.1) (2.1) (2.) (2.8) 2 (3.3) (4.2) (3.1) (4.5) (5.3) (2.1) (2.1) (3.7) (4.4) (4.4) 3 (3.4) (2.2) (1.6) (5.5) (6.5) (3.2) (3.3) (7.5) (9.9) (11.9) 4 (1.8).. 2.5 5. 1.1 1.1 (5.4) (6.7) (7.)
25 1 4,282 2,595 585 366 6,673 3,866 2 4,84 2,429 572 358 7,9 3,873 3 3,954 2,4 539 336 6,96 3,86 4 3,842 2,366 515 318 6,451 3,625 5 3,58 2,219 481 39 6,39 3,494 6 3,439 2,56 456 3 5,796 3,236 7 3,14 1,951 438 287 5,589 3,18 8 2,899 1,826 427 288 5,379 3,36 9 2,839 1,751 412 285 5,386 2,968 1 2,414 1,688 379 272 5,91 2,716 11 2,184 1,556 369 265 4,823 2,635 12 2,176 1,519 562 366 264 4,767 2,559 26 1 2,135 1,486 592 373 268 4,674 2,54 2 2,5 1,434 514 353 258 5,937 4,617 2,449 3 1,986 1,393 488 35 256 5,851 4,422 2,292 4 2,995 2,349 1,92 1,354 477 338 254 5,935 4,386 2,298 5 2,68 2,256 1,84 1,331 467 323 246 5,54 4,173 2,29 6 2,51 2,142 1,849 1,329 449 311 245 5,148 4,232 2,193 7 2,266 2,18 1,672 1,216 431 33 23 5,53 3,929 1,987 8 2,116 1,998 1,631 1,184 412 3 226 4,818 3,768 1,981 9 2,137 1,899 1,558 1,138 397 293 222 4,6 3,751 1,913 1 2,126 1,872 1,531 1,15 382 287 222 4,532 3,646 1,853 11 2,38 1,864 1,58 1,76 364 289 226 4,578 3,622 1,843 12 1,943 1,824 1,418 1,31 356 284 224 4,446 3,376 1,762 27 1 1,713 1,774 1,355 1,2 338 282 22 4,228 3,153 1,72 2 1,671 1,761 1,33 991 332 279 219 4,234 2,972 1,672 3 1,642 1,634 1,314 984 321 273 218 4,155 2,89 1,649 4 1,622 1,627 1,29 966 317 274 216 4,286 2,871 1,67 25 1 2 (4.6) (6.4) (2.2) (2.2) 5..2 3 (3.2) (1.2) (5.8) (6.1) (.7) (.3) 4 (2.8) (1.4) (4.5) (5.4) (7.3) (6.1) 5 (6.8) (6.2) (6.6) (2.8) (2.2) (3.6) 6 (3.9) (7.3) (5.2) (2.9) (8.1) (7.4) 7 (8.7) (5.1) (3.9) (4.3) (3.6) (4.) 8 (7.7) (6.4) (2.5).3 (3.8) (2.3) 9 (2.1) (4.1) (3.5) (1.).1 (2.2) 1 (15.) (3.6) (8.) (4.6) (5.5) (8.5) 11 (9.5) (7.8) (2.6) (2.6) (5.3) (3.) 12 (.4) (2.4) (.8) (.4) (1.2) (2.9) 26 1 (1.9) (2.2) 5.3 1.9 1.5 (2.) (2.1) 2 (4.) (3.5) (13.2) (5.4) (3.7) (1.2) (2.2) 3 (3.1) (2.9) (5.1) (.8) (.8) (1.4) (4.2) (6.4) 4 (4.2) (2.8) (2.3) (3.4) (.8) 1.4 (.8).3 5 (12.9) (4.) (3.3) (1.7) (2.1) (4.4) (3.1) (6.7) (4.9) (.3) 6 (3.8) (5.1).5 (.2) (3.9) (3.7) (.4) (7.1) 1.4 (4.2) 7 (9.7) (5.8) (9.6) (8.5) (4.) (2.6) (6.1) (1.8) (7.2) (9.4) 8 (6.6) (1.) (2.5) (2.6) (4.4) (1.) (1.7) (4.7) (4.1) (.3) 9 1. (5.) (4.5) (3.9) (3.6) (2.3) (1.8) (4.5) (.5) (3.4) 1 (.5) (1.4) (1.7) (2.9) (3.8) (2.). (1.5) (2.8) (3.1) 11 (4.1) (.4) (1.5) (2.6) (4.7).7 1.8 1. (.7) (.5) 12 (4.7) (2.1) (6.) (4.2) (2.2) (1.7) (.9) (2.9) (6.8) (4.4) 27 1 (11.8) (2.7) (4.4) (2.8) (5.1) (.7) (1.8) (4.9) (6.6) (3.4) 2 (2.5) (.7) (1.8) (1.1) (1.8) (1.1) (.5).1 (5.7) (1.8) 3 (1.7) (7.2) (1.2) (.7) (3.3) (2.2) (.5) (1.9) (2.8) (1.4) 4 (1.2) (.4) (1.8) (1.8) (1.2).4 (.9) 3.2 (.7) 1.3
AUO NB 95 956 892 947 1,11 1,198 1,91 2,226 1,925 1,995 1,74 2,179 MNT 1,751 1,736 1,71 2,45 2,21 2,434 2,52 2,248 2,95 2,263 1,93 2,481 TV 694 654 586 644 899 1,59 1,19 1,28 98 1,7 738 1,15 L/A Total 3,45 3,396 3,219 3,691 4,199 4,747 5,83 5,78 5,33 5,5 4,58 5,89 BOE NB 15 17 167 186 115 15 51 175 16 118 15 MNT 327 328 387 424 53 65 613 54 644 662 722 84 TV 29 15 35 5 2 18 21 1 18 34 L/A Total 514 513 59 661 666 774 686 552 839 822 84 943 CMO NB 341 41 453 521 651 633 719 685 56 515 54 67 MNT 1,29 1,19 1,23 1,34 1,67 1,626 1,65 1,593 1,634 1,511 1,54 1,628 TV 615 62 761 688 781 957 923 1,15 668 69 83 821 L/A Total 2,315 2,193 2,444 2,577 3,232 3,415 3,32 3,33 2,867 2,726 2,857 3,177 CPT NB 445 495 31 261 298 34 37 25 25 4 28 32 MNT 1,33 1,336 1,325 1,343 1,48 1,64 1,66 1,45 1,19 1,43 1,315 1,578 TV 149 17 171 19 31 374 443 485 282 26 225 34 L/A Total 1,924 2,1 1,797 1,794 2,88 2,354 2,473 2,14 1,722 2,9 1,82 2,238 HSD NB 2 12 9 1 5 6 1 29 3 MNT 1,75 783 742 995 1,6 1,135 1,14 1,213 1,27 1,295 1,13 1,315 TV 4 1 2 2 L/A Total 1,99 796 751 1,7 1,67 1,135 1,146 1,214 1,236 1,295 1,13 1,345 Innolux NB MNT 44 515 73 1,143 1,52 1,46 994 1,5 777 981 67 875 TV L/A Total 44 515 73 1,143 1,52 1,46 994 1,5 777 981 67 875 LPL NB 1,334 1,48 1,77 1,736 2,187 2,317 2,194 2,317 2,66 2,281 2,143 2,412 MNT 1,423 1,525 1,677 1,637 1,79 2,63 2,254 2,61 1,59 2,37 1,874 2,315 TV 94 94 845 925 1,199 1,42 1,633 1,449 1,65 1,96 1,94 1,339 L/A Total 3,752 4,3 4,269 4,338 5,218 5,858 6,135 5,871 4,684 5,451 5,183 6,148 QDI NB 86 764 671 548 795 726 MNT 222 285 123 112 45 152 TV 135 166 178 161 224 186 L/A Total 1,163 1,215 972 821 1,469 1,64 Samsung NB 1,39 1,312 1,5 1,465 1,633 1,652 1,687 1,842 1,72 1,91 1,764 2,15 MNT 1,95 2,7 2,5 2,3 2,468 2,432 2,578 2,652 2,18 2,17 1,81 2,295 TV 84 933 1,5 93 1,9 1,134 1,118 1,125 82 1,94 915 1,8 L/A Total 4,18 4,315 4,6 4,695 5,191 5,218 5,383 5,619 4,684 5,174 4,489 5,525 Sharp NB 15 153 156 MNT 2 2 2 TV 556 585 644 L/A Total 996 1,28 1,9 SVA-NEC NB MNT 65 712 72 67 895 72 79 43 461 5 45 645 TV 4 4 5 2 15 2 2 3 17 15 1 42 L/A Total 654 716 77 69 91 74 81 46 478 515 415 687 TMDisplay NB 31 319 33 MNT TV L/A Total 425 445 47 Others NB 11 18 16 65 165 6 8 8 1 MNT 34 73 69 78 99 211 171 183 185 TV 65 75 95 115 115 115 12 14 165 L/A Total 375 44 45 469 581 592 664 687 734 Total NB 5,947 6,136 6,242 6,21 7,277 7,556 7,489 7,953 7,18 7,81 7,137 8,452 MNT 1,491 1,573 1,739 12,44 13,71 13,987 14,317 13,348 12,121 13,194 11,588 14,312 TV 3,884 3,991 4,181 4,19 5,86 5,794 5,941 5,999 4,486 4,91 4,51 5,57 L/A Total 21,156 21,37 21,725 23,3 26,76 28,83 28,553 27,993 24,491 26,793 24,169 29,23
AUO ASP 178 156 15 145 146 154 153 16 155 14 136 136 MoM -4.5-12.6-3.6-3.5.7 5.2 -.3 4.4-2.9-9.6-3.2.2 YoY. -13.3-18.9-22.3-21.7-19.2-18.9-14.1-23.3-32.1-26.8-27.1 BOE ASP 127 122 123 115 117 122 115 123 19 111 11 11 MoM -3.8-3.9.9-6.8 1.7 4.5-5.4 6.6-11.3 1.9-1.1-7.5 YoY -15.9-22.4-22.8-3.3-3.7-28.6-3.7-26.8-32.5-29.6-24.2-23.1 CMO ASP 17 163 144 132 158 166 178 182 162 168 158 151 MoM -19.9-4. -11.6-8.8 2.1 5.3 7. 2.2-11. 3.8-6. -4.7 YoY -4.5-8.4-18.9-3.5-19.1-18.8-16.7-15.8-31.4-27.5-24.4-29.1 CPT ASP 127 121 116 13 94 18 126 167 193 16 134 99 MoM.1-4.8-4.1-1.9-8.8 14.2 16.9 32.2 15.7-44.7 26.1-26.7 YoY -11.3-5.6-16.5-27.7-35.9-25.9-15.6 12.8 22.2-32. -4.4-22.5 HSD ASP 137 141 129 124 133 14 171 156 133 125 118 111 MoM -23.4 2.4-8.2-4.1 7.8 5.2 21.4-8.5-14.6-6.2-5.8-5.7 YoY -12.2-11.5-24.5-3. -21.4-22.9 1. -12. -3.2-3.2-27.2-38.1 Innolux ASP 111 18 14 16 112 124 13 124 144 114 19 19 MoM -3.6-3. -3.9 2.2 6.1 9.9 5.1-4.5 16.4-2.8-4.9.5 YoY -1.5-27.8-4.9-3. -25.1-17.9-18.5-18. -3.7-23.8-22.5-5.2 LPL ASP 216 198 174 176 176 192 192 193 178 171 166 164 MoM 2.9-8.2-12.3 1.5.1 8.6.1.5-7.4-4.1-2.9-1.4 YoY 1.8-2.2-13.1-17. -18.2-12.3-13.8-16.5-19.5-28.4-26.3-21.8 QDI ASP 149 143 133 14 122 128 MoM -6.2-4. -7.2 5.2-12.7 4.9 YoY 3.5-1.4-12.1-4. -2.9-16.2 Samsung ASP 242 247 238 213 226 23 234 222 227 216 213 23 MoM.6 2. -3.6-1.8 6.3 1.9 1.5-5. 2.5-5.2-1.4-4.3 YoY 26. 27.1 17.3.7 -.8 -.9-2.7-6.8-5. -5.9-4.1-15.5 Sharp ASP 39 313 316 MoM 1.3 1. YoY SVA-NEC ASP 15 95 97 96 12 112 11 112 132 15 97 11 MoM -2.4-9.5 1.2-1. 6.6 1. -2. 1.9 17.5-2.4-7.3 3.7 YoY. -1.9-2. -25. -26.9-23.7-22.6-19.4-3. -2.2-17.7-6.8 TMDisplay ASP 134 134 123 MoM -.1-7.5 YoY Others ASP 241 224 242 125 121 126 132 126 119 MoM 8.1-7.3 8. -48.4-3.2 4.6 4.7-4.9-5.5 YoY Total ASP 188 179 17 162 167 177 181 182 174 164 162 157 MoM -4.9-4.7-5.3-4.7 3.3 6.1 1.9.8-4.6-5.4-1.5-3.3 YoY 6.2 -.6-7.6-14.7-14.4-3.8-3.9-4. -1.4-21.9-17.5-2.8
Monitor 15. 124 x 768 221 232 183 141 127 126 137 138 124 98 98 14 92 17. 128 x 768 298 299 26 21 187 178 19 191 173 148 14 141 12 19. 128 x 124 413 44 329 259 227 222 218 26 182 15 14 144 124 2. 168 x 15 551 524 466 45 367 346 316 291 266 216 186 176 147 24. 192 x 12 1,21 1,169 749 635 66 592 557 532 513 46 431 389 352 Note PC 1.4 124 x 768 199 28 197 183 173 17 171 18 173 153 146 145 14 12.1 128 x 8 25 27 2 18 165 159 155 153 139 12 114 114 18 14.1 124 x 768 214 214 186 149 137 124 13 136 124 12 94 99 9 15. 124 x 768 235 221 191 148 128 122 138 148 129 16 97 99 91 17. 144 x 9 313 36 283 239 192 185 189 189 173 158 145 143 122 TV 32. 1366 x 768 1,15 1,26 88 747 636 583 576 567 542 454 37 343 35 37. 1366 x 768 1,8 1,812 1,537 1,198 91 839 812 793 767 66 551 513 449 4. 1366 x 768 2,83 1,768 1,37 1,144 985 919 876 83 72 675 634 4. 192 x 18 1,11 1,59 991 913 89 759 75 42. 1366 x 768 3,187 3,76 2,577 2,42 1,592 1,42 1,228 1,15 991 828 692 65 576 42. 192 x 18 1,552 1,278 1,258 1,132 961 78 717 648 46. 192 x 18 4,83 3,788 3,13 2,678 2,364 2,236 2,236 1,82 1,46 1,36 1,135 1,3 93 47. 192 x 18 1,693 1,676 1,615 1,317 1,83 94 871 PDP 42. ED 1,83 959 851 772 722 68 667 62 578 528 49 446 42. HD 1,353 1,172 1,33 939 884 822 793 744 695 63 565 498 5. HD 2,173 2,24 1,896 1,755 1,566 1,417 1,353 1,265 1,148 1,23 915 795 Monitor 15. 124 x 768 4.9 (2.9) (23.) (1.1) (.9) 8.7 1.1 (1.6) (2.7).4 6.1 (12.) 17. 128 x 768.1 (13.1) (19.) (1.8) (4.8) 6.7.1 (9.4) (14.1) (5.6).4 (14.4) 19. 128 x 124 (2.2) (18.4) (21.4) (12.3) (2.4) (1.5) (5.6) (11.5) (17.8) (6.8) 3.3 (13.8) 2. 168 x 15 (4.9) (1.9) (13.2) (9.4) (5.9) (8.5) (7.9) (8.6) (18.7) (14.) (5.4) (16.5) 24. 192 x 12 (2.6) (35.9) (15.3) (4.5) (2.3) (6.) (4.4) (3.5) (1.3) (6.4) (9.7) (9.5) Note PC 1.4 124 x 768 4.3 (5.5) (6.8) (5.7) (1.5).7 4.8 (3.6) (11.8) (4.7) (.7) (3.5) 12.1 128 x 8.8 (3.3) (1.) (8.) (3.7) (2.9) (.8) (9.1) (13.8) (5.3) (.1) (4.7) 14.1 124 x 768 (.2) (13.) (2.) (8.1) (9.7) 4.9 5.1 (8.8) (18.1) (7.2) 5.2 (9.4) 15. 124 x 768 (5.9) (13.5) (22.6) (13.3) (5.1) 13.6 7.1 (12.7) (18.4) (7.7) 1.5 (7.8) 17. 144 x 9 (2.4) (7.5) (15.4) (19.7) (3.9) 2.4 (.4) (8.3) (8.8) (8.3) (1.1) (14.5) TV 32. 1366 x 768 (1.8) (14.2) (15.1) (14.9) (8.3) (1.2) (1.5) (4.4) (16.2) (18.5) (7.2) (11.) 37. 1366 x 768.6 (15.2) (22.) (24.1) (7.8) (3.2) (2.4) (3.2) (14.) (16.6) (6.8) (12.6) 4. 1366 x 768 (15.2) (26.1) (12.4) (13.9) (6.7) (4.8) (8.4) (1.3) (6.2) (6.1) 4. 192 x 18 (3.8) (6.4) (7.9) (11.4) (6.2) (7.1) 42. 1366 x 768 (3.5) (16.2) (2.8) (22.1) (11.9) (12.4) (6.4) (13.8) (16.5) (16.4) (6.) (11.3) 42. 192 x 18 (17.7) (1.6) (1.) (15.1) (18.8) (8.1) (9.6) 46. 192 x 18 (7.2) (2.4) (11.1) (11.7) (5.4). (19.4) (19.) (1.5) (13.1) (9.3) (9.7) 47. 192 x 18 (1.) (3.6) (18.5) (17.7) (13.3) (7.3) PDP 42. ED (11.4) (11.2) (9.3) (6.4) (5.8) (2.) (7.1) (6.7) (8.7) (7.1) (9.1) 42. HD (13.3) (11.9) (9.1) (5.9) (6.9) (3.6) (6.1) (6.6) (9.3) (1.4) (11.8) 5. HD (6.8) (6.3) (7.4) (1.8) (9.5) (4.5) (6.6) (9.2) (1.9) (1.6) (13.)
Monitor Total 24,133 28,29 32,848 32,97 29,877 31,785 39,122 39,325 38,473 ' Note PC Total 12,779 13,92 17,36 19,766 18,513 18,11 2,729 22,44 22,976 TV Total 4,56 5,979 7,847 1,119 11,224 11,889 14,887 16,421 14,982 Others Total 1,716 1,97 2,33 2,711 2,587 2,375 2,456 2,412 2,878 Monitor 15.x 15 14 16 15 12 12 1 7 7 % 17.x 6 61 58 57 53 49 48 44 39 19.x 21 22 22 23 29 33 35 39 41 2.x 3 3 4 4 5 6 6 1 12 24.x< 1 1 1 1 1 Monitor Total 1 1 1 1 1 1 1 1 1 Note PC 1.x 1 1 1 1 1 1 1 1 1 12.x 12 12 11 9 8 11 12 12 1 14.x 27 26 26 28 29 28 29 25 23 15.x 57 57 58 58 56 55 52 55 58 17.x< 4 5 5 5 5 6 6 7 8 Note PC Total 1 1 1 1 1 1 1 1 1 TV 1.x-19.x 25 21 15 13 11 9 7 6 5 2.x-29.x 47 48 43 42 41 36 33 3 27 3.x-39.x 26 28 38 38 41 42 43 46 46 4.x-45.x 1 3 4 7 7 11 13 13 16 46.x-49.x 1 2 3 4 5 5.x< 1 1 TV Total 1 1 1 1 1 1 1 1 1 Others Total 1 1 1 1 1 1 1 1 1 Monitor Total 5,7 5,371 6,37 6,14 6, 6,1 7,1 7,271 6,25 ' Note PC Total 3,283 3,488 4,314 4,75 4,335 4,1 4,677 5,16 5,668 TV Total 745 1,8 1,633 2,13 2,1 2,74 3,7 3,28 3,89 Others Total 9 12 15 - - - 3 - - Portion Monitor 15.x 9 6 7 7 6 5 4 3 4 % 17.x 62 62 61 66 56 49 51 52 41 19.x 27 27 28 21 28 35 36 35 42 2.x 2 3 2 5 8 9 6 7 8 24.x< 1 1 2 2 3 3 3 5 Monitor Total 1 1 1 1 1 1 1 1 1 Note PC 1.x - - 12.x 8 8 8 6 6 9 12 11 8 14.x 4 39 34 34 33 38 32 24 26 15.x 5 49 52 54 54 47 49 55 56 17.x< 2 4 6 5 7 6 7 1 9 Note PC Total 1 1 1 1 1 1 1 1 1 TV 1.x-19.x 39 31 16 1 8 6 3 2 4 2.x-29.x 35 39 29 31 25 18 18 12 11 3.x-39.x 21 22 4 35 37 33 28 31 32 4.x-45.x 5 7 14 24 27 34 39 4 36 46.x-49.x 1 2 1 3 9 12 16 15 5.x< - - - - 1 2 TV Total 1 1 1 1 1 1 1 1 1 Others Total 1 1 1 1 1 1 1 1 1
Monitor Total 5,747 6,42 6,282 5,755 4,356 4,625 5,313 5,842 6,97 ' Note PC Total 2,63 3,64 4,55 4,5 3,946 4,521 6,22 6,632 6,776 TV Total 1,64 1,395 1,777 2,21 2,464 2,666 3,57 4,127 3,449 Others Total 65 72 69 135 174 163 14 166 191 Portion Monitor 15.x 11 12 12 12 1 8 6 6 6 % 17.x 56 57 54 56 48 47 46 38 34 19.x 23 21 21 18 27 31 3 35 41 2.x 1 9 14 15 15 13 17 2 17 24.x< 1 1 2 Monitor Total 1 1 1 1 1 1 1 1 1 Note PC 1.x - - - - - - - - - 12.x 7 7 6 6 2 4 6 8 5 14.x 5 5 7 13 16 17 26 24 22 15.x 75 75 76 71 7 66 58 58 6 17.x< 14 13 12 11 11 12 9 11 13 Note PC Total 1 1 1 1 1 1 1 1 1 TV 1.x-19.x 16 17 12 14 11 6 4 5 4 2.x-29.x 51 49 48 44 43 39 3 29 23 3.x-39.x 32 32 36 36 38 43 48 46 49 4.x-45.x 1 3 4 6 7 12 17 18 22 46.x-49.x - - - 1 1 2 2 5.x< TV Total 1 1 1 1 1 1 1 1 1 Others Total 1 1 1 1 1 1 1 1 1 Monitor Total 15 2 3 27 195 144 89 6 6 ' Note PC Total 453 426 464 625 558 525 481 462 444 TV Total 935 1,17 1,367 1,586 1,485 1,44 1,517 1,61 1,77 Others Total 69 635 53 449 1,11 765 615 39 81 Portion Monitor 15.x 5 45 6 67 62 52 51 5 5 % 17.x 4 48 35 28 31 42 45 5 5 19.x - - - - - - - - - 2.x 1 8 5 6 8 6 4 - - 24.x< - - - - - - - - - Monitor Total 1 1 1 1 1 1 1 1 1 Note PC 1.x - - - - - - - - - 12.x 4 22 8 5 5 2 38 43 44 14.x 3-1 - - - - - 15.x 79 75 92 93 94 78 58 54 49 17.x< 13 2 2 1 2 3 3 7 Note PC Total 1 1 1 1 1 1 1 1 1 TV 1.x-19.x 27 21 15 16 14 11 11 11 5 2.x-29.x 45 41 37 34 35 35 31 29 26 3.x-39.x 27 35 45 47 48 5 52 47 49 4.x-45.x 1 3 3 2 3 3 2 2 3 46.x-49.x - - - - - - 2 7 11 5.x< - 1 4 6 TV Total 1 1 1 1 1 1 1 1 1 Others Total 1 1 1 1 1 1 1 1 1
Monitor Total 4,13 4,256 4,893 5,326 4,893 5,43 6,47 6,832 6,656 ' Note PC Total 1,275 1,564 1,746 2,322 2,34 2,625 2,933 5,856 5,876 TV Total 552 816 1,14 1,483 1,843 1,934 2,61 3,37 2,98 Others Total 18 33 39 569 322 465 659 64 495 Portion Monitor 15.x 7 6 11 11 7 9 7 5 4 % 17.x 6 61 51 48 47 46 43 38 34 19.x 31 32 35 39 42 42 45 48 45 2.x 2 1 3 3 4 3 4 8 15 24.x< - - - - - - 1 1 Monitor Total 1 1 1 1 1 1 1 1 1 Note PC 1.x - - - - - - - - - 12.x 9 11 9 6 4 13 1 6 5 14.x 31 27 26 24 26 29 3 26 23 15.x 55 56 59 64 64 51 54 61 67 17.x< 5 6 6 6 6 7 6 6 5 Note PC Total 1 1 1 1 1 1 1 1 1 TV 1.x-19.x 23 18 12 9 1 9 7 7 5 2.x-29.x 6 58 51 52 45 44 37 35 38 3.x-39.x 17 24 37 38 45 46 55 55 47 4.x-45.x - - - - - - 1 4 9 46.x-49.x - - - - - - - 5.x< - - - - - - - - - TV Total 1 1 1 1 1 1 1 1 1 Others Total 1 1 1 1 1 1 1 1 1 Monitor Total 2,919 2,91 3,258 3,518 3,215 3,571 4,6 4,883 4,71 ' Note PC Total 718 83 1,11 1,361 1,221 1,26 1,775 1,985 1,75 TV Total 994 1,169 1,481 1,96 2,25 1,968 2,428 2,621 2,349 Others Total 45 38 234 495 12 175 11 15 25 Portion Monitor 15.x 9 6 4 1 - - - - % 17.x 76 77 73 64 52 42 25 12 8 19.x 15 17 23 35 48 51 64 61 61 2.x - - 6 11 27 31 24.x< - - - - - Monitor Total 1 1 1 1 1 1 1 1 1 Note PC 1.x - - - - - - - - - 12.x 4 7 14 13 16 15 18 16 15 14.x 35 39 35 34 34 37 29 29 25 15.x 61 54 51 52 48 46 51 53 58 17.x< - 1 1 1 2 2 3 2 Note PC Total 1 1 1 1 1 1 1 1 1 TV 1.x-19.x 18 16 14 9 7 1 6 4 4 2.x-29.x 54 57 54 53 48 53 49 49 46 3.x-39.x 28 27 32 37 44 35 39 42 43 4.x-45.x - 1 1 1 4 4 6 46.x-49.x - - 1 1 1 1 5.x< - - - - - - - - TV Total 1 1 1 1 1 1 1 1 1 Others Total 1 1 1 1 1 1 1 1 1
1,971 2,3 2,354 2,98 2,47 2,646 2,585 2,733 1,998 2,439 2,225 2,423 2,317 153 176 184 176 173 215 186 214 246 211 216 253 233 1,818 2,125 2,17 1,922 2,234 2,431 2,398 2,519 1,753 2,228 2,9 2,169 2,84-1,799 2,97 2,97 1,9 2,196 2,374 2,364 2,483 1,737 2,211 1,986 2,126 2,53-19 27 2 22 37 56 34 36 16 17 23 43 31 419 418 454 447 579 68 61 564 432 576 482 547 553 263 297 321 343 435 396 369 489 376 491 425 443 363 45 32 2 21 26 46 71 75 135 43 74 57 47 1 11 17 16 14 15 1 12 16 17 12 12 15 194 43 49 45 46 42 35 45 41 48 46 54 152 E U 495 66 647 59 588 647 78 787 346 538 56 56 542 373 55 589 52 58 55 572 511 391 498 441 58 381 1,799 2,11 2,97 1,91 2,196 2,376 2,366 2,483 1,737 2,211 1,986 2,127 2,53 18,183 16,572 15,437 15,385 14,767 15,447 17,16 17,113 15,98 12,24 14,51 13,241 13,982 17,562 16,77 15,434 15,569 14,642 15,422 17,299 17,65 16,67 12,268 14,66 13,238 13,684 1,426 1,291 1,292 1,18 1,257 1,282 1,89 1,137 1,5 1,22 913 916 1,214 1,228 995 1,249 1,446 1,478 1,514 1,571 1,398 1,457 1,26 1,562 1,519 1,777 16,334 15,712 14,186 14,123 13,164 13,98 15,728 15,667 14,61 11,8 13,44 11,719 11,97 1,6 1,14 1,55 1,5 1,35 1,55 1,4 1,4 1,25 1,65 1,63 2, 1,75 55 63 71 75 7 772 71 69 62 91 89 1,4 89 LG 2 24 34 36 3 35 39 32 25 38 35 456 47 2 18 35 27 283 31 266 3 182 18 175 14 11
3, 2,5 YoY 4 3 1,2 1, EU 2, 2 8 1,5 1 6 1, 5-1 4 2 5.1 5.7 6.1 6.7 7.1 7.4-2 5.1 5.7 6.1 6.7 7.1 7.4 25 2 15 1 5 YoY 4 3 2 1-1 -2 2.5 2. 1.5 1..5 YoY -3 5.1 5.7 6.1 6.7 7.1 5.1 5.7 6.1 6.7 7.1 6 4 2-2 -4-6 -8 2,5 YoY 75 6 2, 1,5 5 25 5 4 3 1, LG 2 5-25 1 5.1 5.7 6.1 6.7 7.1 7.4-5 5.1 5.7 6.1 6.7 7.1 7.4
35 326 5 3 12 QoQ 3 284253 268287 4 25 1 25 2 8 2 3 15 6 15 2 1 1 4 5 1Q3 1Q4 1Q5 1Q6 1Q7 3Q7E 1 5 1Q3 1Q4 1Q5 1Q6 3Q6 2 4 35 3 25 2 15 1 5 LG 1Q3 3Q3 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6 1Q7 12 1 8 6 4 2 1Q3 3Q3 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6
5 4 3 2 1 5 4 3 2 1 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6 5 4 3 2 1 4 3 2 1 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6 6 5 4 3 2 1 25 2 15 1 5 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6 1Q4 3Q4 1Q5 3Q5 1Q6 3Q6
(M euro) 5,66 6,241 6,65 8,241 7,627 7,766 8,41 9,212 7,835 1,24 915 1,125 1,37 1,48 1,283 1,145 1,583 1,36 18.1% 14.7% 16.9% 16.6% 18.5% 16.5% 14.2% 17.2% 17.4% 53,8 6,8 66,6 83,7 75,1 78,4 88,5 15,5 91,1 ASP(euro) 15 13 1 98 12 99 91 87 86 (M $) 4,414 4,92 5,63 6,537 6,4 7,14 7,34 7,86 5,412 44 493 597 663 72 799 819 341-26 1.% 1.1% 1.7% 1.1% 11.% 11.2% 11.6% 4.4% -4.8% 28,7 33,9 38,7 44,7 46,1 51,9 53,7 65,7 45,4 ASP($) 154 145 145 146 139 138 131 119 119 (M ) 45,613 41,841 43,732 46,517 43,969 4,189 44,51 43,117 42,798 8,339 5,246 5,475 3,765 4,68 4,21 5,188 3,436 5,936 18.3% 12.5% 12.5% 8.1% 1.6% 1.% 11.7% 8.% 13.9% 24,5 24,4 26,8 27,2 29, 26,3 3,7 32, 34,8 ASP() 186,174 171,479 163,178 171,19 151,617 152,88 144,985 134,741 122,983 LG (M ) 18,731 18,216 22,926 24,517 18,428 2,194 21,259 21,873 21,362 673-4 1,229 1,975-39 -3 791 587 1,41 3.6% -.2% 5.4% 8.1% -1.7% -.1% 3.7% 2.7% 6.6% 11,95 12,95 15,457 16,215 15,562 15,281 16,544 16,966 15,8 ASP() 168,824 15,68 148,321 151,2 118,417 132,151 128,5 128,923 135,23 (M euro) 1,289 1,614 2,55 2,31 1,992 2,272 2,913 3,782 2,925 7 87 151 26 151 211 433 52 362 5.4% 5.4% 7.3% 8.9% 7.6% 9.3% 14.9% 13.3% 12.4% 9,4 11,8 13,8 16,1 13,3 15,7 19,8 26, 21,8 ASP(euro) 137 137 149 143 15 145 147 145 134
8, 7, 6, 5, 4, 3, 2, 1, 5.5 5.9 6.1 6.5 6.9 7.1 7.5 25228 BUY 58, 2581 BUY 64, 2514 BUY 67, 26116 BUY 79, 27226 BUY 7, 2757 BUY 7, 8, 6, 4, 2, 5.5 5.9 6.1 6.5 6.9 7.1 7.5 24113 BUY 68, 2553 BUY 6, 2514 Market Perform 6, 25131 BUY 8, 2665 BUY 65, 261219 BUY 45, 27117 Market Perform 37, 2752 Market Perform 3, 25, 2, 15, 254 4 BUY 14,5 257 4 BUY 16,5 25729 BUY 17,5 262 6 BUY 23, 1, 5, 266 5 BUY 21, 275 2 BUY 21, 5.5 5.9 6.1 6.5 6.9 7.1 7.5
25, 2, 15, 2743 BUY 22, 275 7 BUY 22, 1, 5, 5.4 5.7 5.1 6.1 6.4 6.7 6.1 7.1 7.4 16, 275 4 BUY 9,5 14, 12, 1, 8, 6, 4, 2, 5.5 5.11 6.5 6.11 7.5 14, 274 2 BUY 8, 12, 275 7 BUY 8, 1, 8, 6, 4, 2, 5.1 6.2 6.6 6.1 7.2
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