Friday, April 24, 2009

Similarities and Differences between Semiconductors and TFT-LCDs

Similarities

The TFT-LCD business was built upon process capacity gained from semiconductor technology.

Fab capacity was a critical success factor in both the TFT-LCD sector and the semiconductor field...

The fabrication process of TFT-LCD is similar to that of semiconductor...

As was the case in the semiconductor business, although Korean firms did not own the basic proprietary technology, they were able to reach the top position in the TFT-LCD business by employing the fast-follower strategy...

Differences

The TFT-LCD business is different from the semiconductor business in that it has longer production cycles and a different cost structure...

Korean screen makers entered the TFT-LCD industry at its growing stage, while the Korean chip makers entered the semiconductor business in the middle of its mature stage...

Note: A detailed analysis on this topic won’t be shared due to the proprietary nature of the content.

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