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Teardown Analysis
[ Samsung Direct LED TV – UN46EH5000F ]
August. 2012
h t t p : / / w w w . D i s p l a yb a n k . c o m
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Copyright© Displaybank Co., Ltd. All rights reserved.
No material contained in this report may be reproduced in whole or in part without the express written permission of
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or transferred in any form to any other person or entity.
Displaybank Co., Ltd. provides the information in this report for informational purposes only and does not grant any express or
implied warranty, guarantee, or representation concerning the information contained in this report, its merchantability, or its
fitness for a particular purpose or function. Any reference to any specific commercial product, process, or service by trade
name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or
favoring by Displaybank Co., Ltd. Neither Displaybank nor any of its affiliates shall be liable to you or any third party in
damages of whatever kind that may result from any reliance on (or use of) any information contained in this report. By receiving
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representations have been made to you that are inconsistent with the foregoing.
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Copyright©
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2
Conditions & Description
◈ Description of Cost Table (SET)
Module-Mechanical
Back Cover
SAMPLE
Front Cover , Middle Frame , Back Chassis , etc
Power Board LED Driver , FET , Photo Coupler , Factor Controller , etc
Circuit
Target ② Pixel Electrode-use Target of Array Process (Target: Al, Mo, Mo (Ti), Cu, etc. S/D, Gate electrode-use Target)
Array
Electrode-use target needed in array process excluding various MRO wet chemical, gas, photo mask, photo-sensitive organic chemical material, and ITO (Wet Chemical: Etchant, Stripper, Developer, Thinner, Cleaner) (Gas: NF3, SF6, SiH4, etc.)
Chemical, Others (Photo-sensitive organic chemical material: Photoresist, PAC)
Color Filter ③ Cost of Single Color Filter (includes front glass substrate), In-house based
Cell Polarizer ⑤ Cost of Two Sheets of Front and Back Polarizer Substrates which Pass Trough Specific Lights
Others Cost of other materials including a material for fixed liquid crystal molecule orientation, sealant to adhere front and back substrate, and Ag which totalizes front and back substrates
SAMPLE
BLU ⑥ Cost of backlight unit which includes protection sheet, prism sheet, diffusion sheet, light plate guide, reflective sheet, lamp, and lamp cover
Driver IC ⑦ Cost of IC which operates pixels to display letters or images on LCD screen
Module
PCB,Others ⑧ Cost of Gate PCB, Data PCB (printing circuit substrate), ACF, and Chassis used in modules
⑦ Driver IC
② ITO Target
⑧ PCB
① Glass
⑥ BLU
Sub- Total This sample is designed to help understand the composition of the report
and the type of description.
Processing Cost
Total Manufacturing Cost
Category Description
Mechanical Parts Mechanical cost depends on design simplicity. 1 piece cover can save cost more than 2 or 3 piece cover.
Accessory Parts
Net Material Cost Net Material Cost means total sum of net material cost
Manufacturing
Etc.(CKD Pack+Tax+Freight+Loss+H/C)
Total Manufacturing Cost Total Manufacturing Cost means total cost sum right after manufacturing completed.
FOB
Freight + Insurance + Handling & Land Insurance, Handling Charge, Land Charge
Duty/Procedure
Distribution Margin Distribution margin come from Marketing corporation to Distribution corporation
EX-HUB
Marketing O/H
Marketing Margin
Sales Deduction Sales Deduction includes discount for pre purchasing on product
Average Dealer Price Average Dealer Price means product price for dealer
Dealer Margin
SAMPLE
2.2. Covers 3.1.3. BLU Cost Comparison
2.2.1. Front Cover 3.2. 46EH5000F vs 32EH5000F
2.2.2. Back Cover 3.2.1. Optical Film Comparison
2.2.3. Input / Output Ports 3.2.2. BLU LED Bar Comparison
2.2.4. Back Cover Disassemble 3.3. Brightness
2.2.5. Middle Cover Disassemble 3.3.1. Measure of Brightness
2.2.6. Component Link Cable 3.4. Power Saving
This sample is designed to help understand the composition of the report
2.3. Main Board 3.4.1. Power Consumption
2.3.1. PCB
and the type of description.
2.3.2. Major IC 4. Cost Estimation & Major Supplier
2.3.3. Block Diagram 4.1. Net Material Cost Estimation
2.4. Power Board 4.1.1. Total Material Cost
2.4.1. Top of Power Board 4.2. Profit Estimation
2.4.2. Bottom of Power Board 4.2.1. Display Panel & BLU
2.5. Sub Board 4.2.2. SET Profit Estimation
2.5.1. OSD Board 4.3. Major Supplier
2.5.2. Speaker Module 4.3.1. Total Supply Chain Map
2.6. Display Module
2.6.1. Feature 5. Appendix
2.6.2. Structure 5.1.1. Mechanical Part
2.6.3. LCD Module Block Diagram 5.1.2. Circuit Part
2.6.4. Front 5.1.3. Display Part
2.6.5 .Back 5.1.4. Supplier Information
2.6.6. Cell
2.6.7. Cell – Structure
2.6.8. Drive IC
2.6.9. Driver Board
• Overview
– Product Background
SAMPLE
• Direct BLU TV Category
• Line up by Samsung Electronics
• Spec. Comparison This sample is designed to help understand the composition of the report
• Product Concept and the type of description.
– Executive Summary
• Technology Review
• Cost & Supply Chain
• Teardown Analysis
• In-depth Analysis
• Cost Estimation & Major Supplier
• Appendix
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
Series ES8000 ES7500 ES7100 ES6580 ES6500 ES6100 EH6000 EH5300 EH5000 EH4000
46, 55, 60, 65, 32, 40, 46, 50,55, 40, 46, 50, 55,60,
Sizes (inches) 75
46 , 50, 55 ,60 46, 50, 55, 60 40, 46, 50, 55
60, 65
40, 46, 50,55, 60
65
32, 40,46, 50 32,37,40,46,50 26 , 32
Resolution 1080p 1080p 1080p 1080p 1080p 1080p 1080p 1080p 1080p 720p
CMR 960 840 720 480 480 240 240 120 120 60
HD Full 2D & 3D Full 2D & 3D Full 2D & 3D Full 2D & 3D Full 2D & 3D Full 2D Full 2D Full 2D Full 2D 2D
SAMPLE
Slim LED Design O O O O O O
Apps for TV O O O O O O O
AllShare Play O O O O O O O
Smart TV O O O O O O O
Smart Hub O O O O O O O
Skype Compatible O O O O O O
Smart Interaction O O
Evolution Kit O O
Built-In Camera O O
Infrared Enabled O O
Wireless Keyboard O O O O O O
Samsung Brand LG
UN46EH5000F Model 42LS3400
Image
SAMPLE
46 inch Display Size 42 inch
Direct LED BLU Direct LED
1920 x 1080 This sample is designed Resolution
to help understand the composition of the1920
report
x 1080
and the type of description.
16 : 9 Aspect Ratio 16 : 9
60Hz 60Hz
Frame Rate
CMR 120Hz MCI 120Hz
X 3D / Smart TV / Dual Core CPU X
10W * 10W Speaker 7W * 7W
1 USB 2.0(Media) 1
2 HDMI 3
1059.8 x 625.6 x 94.3 Size(mm) without Stand 1017 x 629 x 76.5
12 kg Weight(kg) without Stand 13.1 kg
1Q.2012 Release Date 1Q.2012
US$599 Price US$427
Display Circuit
• Adopted ___________________________
• DTV SoC applied with _____________
• Supports 1920 x _________________________
SAMPLE
• Audio AMP applied with _____________________
• Excellent contrast ratio ___________
• ATSC Tuner applied with ______________________
• Excellent price ___________
• By applying Light Sensor, ______________
• Saving cost _____________ • Low-cost product that does not support ______
• Stand is fixed; ______________ • _________________
• Provides Slim Bezel Design, but thick • ____________________
• Average 54W__________________
Mechanical Etc
Driver IC
BLU Films
[Circuit part]
Main Board
$$$$
[Circuit part]
Power Board
Component Maker $$$$
DTV SOC
SAMPLE
Memory
Component Maker
Audio AMP
PWM IC
ATSC Tuner
Photo Coupler
This sample is designed to help understand the composition of the report MOSFET
and the type of description. Diode
Capacitor
[Mechanical Part]
Stand Assemble
$$$$
Mechanical
Circuit
Etc
Sub-Total
• Overview
SAMPLE
• Teardown Analysis
– Package Box
This sample is designed to help understand the composition of the report
– Covers and the type of description.
– Main Board
– Power Board
– Sub Board
– Display Module
– Component
• In-depth Analysis
• Cost Estimation
• Major Supplier
• Appendix
710mm
SAMPLE 140mm
• Box Size is 1,148mm x 710mm x 164mm • Box Size is 598mm x 284mm x 140mm
• LED TV text and Model name printed on the Front • Stand / PIED text listed on the Front
• Label with Product Model name and Control Number • Label with the Control Number attached on the side
attached on the side
Power Cord
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
RF Cable
Soft Cloth Holder Clip
Standard RCU
User Manual
Battery : AAA Size (1pc)
※ RCU : Remote Controller Unit
14.2mm
14.2mm
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
14.2mm 14.2mm
31mm
31mm IR Lens
LCD Module
Main Board
Screw Screw
Screw Screw
SAMPLE Power Board
Back Cover
USB A Type
R/A Single Component
HDMI FET
LDO
Audio
Audio
RS-232 Out
LDO
ATSC
Tuner
Module
OSD Speaker EX-LINK SPDIF
SAMPLE
• Output : LVDS 8/10bit 1920x1080 • QFN 48pin
• 16-pin SOIC
TR
FET
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
Controller
Driver FET
Weight 8.4 Kg
① ② ③ ④ ⑤ ⑥ ⑦ ⑧ No Component
1
⑨ 2
⑭ 3
4
⑮
SAMPLE 5
7
This sample is designed to⑩help understand the composition of the report
and the type of description. 8
⑪
9
10
⑫
11
⑬
12
13
14
15
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
Diffusion Lens
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
PCB
LED Package
Thermal
pad
Side View Bottom View
1 2
No Component Weight (g)
1 LCD Cell
Diffusion Plate
2 Optical Films
(Hybrid & Reflection Film)
Middle frame
3 4
SAMPLE 3 Front Cover
4 Back Chassis
This sample is designed to help understand the composition of the report
and the type of description.
5 Driver Board
Total
Middle Cover
mm
Thickness(mm)
Component Component
Max
mm
Front Cover
SAMPLE
Power Board Display LCD Cell
mm
SMPS
Wall Mount Bracket
mm
Speaker Module
Overview
•
SAMPLE
• Teardown Analysis
• In-depth Analysis This sample is designed to help understand the composition of the report
and the type of description.
– LED TV Back Light Unit
– 46EH5000F vs 32EH5000F
– Brightness
– Power Saving
• Cost Estimation & Major Supplier
• Appendix
Conventional LED LCD TV (Edge type BLU) Lower cost LED LCD TV (Direct type BLU)
30~35mm 50~70mm
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
LED #: 32~
LED #: About 90 (H) (LED with Cap Lens)
About 60 (V)
Overview
•
SAMPLE
• Teardown Analysis
• In-depth Analysis This sample is designed to help understand the composition of the report
and the type of description.
• Cost Estimation & Major Supplier
– Net Material Cost Estimation
• Total Material Cost
– Profit Estimation
• Display Panel & BLU
• SET Profit Estimation
– Major Supplier
• Total Supply Chain Map
• Appendix
Array
Cell
Display
Module
Others
Sub-Total
Back Cover
Mechanical
Middle Cover
Stand
SAMPLE
Packing
Sub-Total
Bare PCB
Major IC
Main Board
Tuner This sample is designed to help understand the composition of the report
and the type of description.
Others
Circuit
Power Board
OSD Board
Speakers
Total cost of the product estimated to be US$_____
Others
By part, Display Parts ____%, Circuit Parts ____%,
Sub-Total
Mechanical Parts ____%, and Accessory and other Part
Standard Remote Controller
____%
Etc
Others
Sub-Total
Total • Additional material and processing costs are added depending on the order of
manufacturing process for Array, Cell, Module of Display Part
Material Cost
BLU Sheet/Plate Diffusion Plate
Color Filter
Liquid Crystal Reflection Film
Material
Polarizer Chassis
SAMPLE
Cell Sum Others
Cell Yield(%) Mechanical Front Frame
Yielded Cell Total
Sub-Total
Drive IC / T-Con / Other IC
Processing Cost
Drive Board
Bare PCB This sample is designed to help understand the composition of the report
Total Manufacturing Cost
Others and the type of description.
Sub-Total
Sub-Total
CMI Open Cell-applied product, manufactures
Labor Costs
Module by receiving only Cell, not Module form
Processing
Depreciation Cost
O/H,R&D Module manufacturing is estimated to be done by
Sub-Total Chilin plant in China
Total Manufacturing Cost
SG&A(3%)
Total Cost
Cell Price
Profit
Profit Ratio(%)
Display Parts
(as of July, 2012)
Circuit Parts
Mechanical Parts
UN46EH5000F is diffusion product; manufacturing
Etc.(Accessory) Parts
margin is ___% of sales price
Net Material Cost
Manufacturing
Etc.(CKD Pack+Tax+Freight+Loss+H/C)
Samsung Electronics Consolidated Brand Profit is
Total Material Cost
US$____, ____% of sales price
Manufacturing O/H
SAMPLE
Manufacturer Margin
FOB
CIF/CNF
Distribution O/H This sample is designed to help understand the composition of the report
and the type of description.
Distribution
Duty/Procedure
Distribution Margin
EX-HUB
Marketing O/H
Marketing Margin
Sales Deduction
Dealer Margin
Memory
Bare PCB LCD Cell Source Board
EEPROM
Stand PWM
Timing Controller Driver Board Driver IC
SAMPLE
Bare PCB
Back Chassis
Mold Frame
This sample is designed to help understand the composition of the report
Connector Display Module Power Board MOSFET DC-DC Converter
and the type of description.
Diode
Hybrid Film LDO
AC INLET
Reflection Sheet Connector
Semi-finished
Product
End of Report
Copyright©
Copyright©
Copyright© Displaybank.
Displaybank.
Displaybank. DoDoCopyright©
Do
notnot
not copyor
copy
copyDisplaybank
or
ordistribute.
distribute.Co.,
distribute.Contents
Ltd.,
ContentsConfidential
remain
Contents the property
remain
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Displaybank. Page : 36/100
36
Table of Contents
Overview
•
SAMPLE
• Teardown Analysis
• In-depth Analysis This sample is designed to help understand the composition of the report
and the type of description.
• Cost Estimation & Major Supplier
• Appendix
– Mechanical
– Circuit
– Display
– Major Supplier
SAMPLE
• Flexible Display
• Notebook DRAM 41.60% Hynix 23.40% Q2 2011
Major
• TV NAND Flash 41.60% Toshiba 28.70% Q2 2011
Product
• Mobile Phone
Large Size LCD Module 26% LG Display 25.90% Q3 2010
• Tablet PC
• Printer PDP Module 36% Panasonic 38% Q1 2010
This sample is designed to help understand the composition of the report
• Digital Camera
and the type of description.
AMOLED 98% LG Display, CMEL 0.5~1.5% Q2 2010
SAMPLE
• Automotive
Major • Filters
Product • LED Lighting and LCD Display
• Memory
• Microcontrollers
• Power and Battery Management This sample is designed to help understand the composition of the report
• Sensors and Etc and the type of description.
Etc • NASDAQ
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
SAMPLE
This sample is designed to help understand the composition of the report
and the type of description.
CHINA (Beijing, Shenzhen) TAIWAN (Taipei) JAPAN (Tokyo) USA (San Jose)
E-mail: china@displaybank.com E-mail: taiwan@displaybank.com Tel: +81-3-5521-5088 Tel: +1-408-432-5046
Fax: +81-3-5521-5089 Fax: +1-408-432-5080
E-mail: japan@displaybank.com E-mail: usa@displaybank.com
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PANEL / MODULE Shipment Trend & Forecast SET
• LCD Panel Price Trend & Forecast • TV
• PDP Module Supply/Demand Trend & Forecast • Tablet
• OLED Panel • e-Reader
Cost Comparison/Analysis • Notebook
• Tablet PC
Supply Chain Analysis
• Public Information Display