z TFT-LCD

TFT-LCD

TFT-LCD

1 TFT-LCD

()
TFT-LCD

TFT-LCD

TFT-LCD

()
TFT-LCD IC

ITISTFT-LCD

()
TFT-LCD TFT-LCD

PDP LCD TV

()
TFT-LCD

()

 TFT-LCD
TFT-LCD
OEM
TFT-LCD
TFT-LCD

TFT-LCD Array
Cell
IC

LCD
TFT-LCD
TFT-LCD
(TFT Array)(LC Cell Assembly)
(Module Assembly)(TFT)
(Array) IC

 Cell
Array
(LC) Module Assembly Cell

Module

LCD-TV
PDA

TFT-LCD Notebook PCLCD-Monitor

LCD-TV

TFT

LCDPDP2
2003 TFT
LCD 2004 LCDPDP()

TFT LCD
LCDPDP
LCD
PDP

PDP LED

- PDP FHPFujitsu Hitachi Plasma Display

2005 2007 15 42
Pioneer 2004 400 NEC PDP NEC Plasma
DisplayNPD
Seiko Epson LCD Sanyo Epson Imaging Device

Corporation LCD LCDPDP

2004 3 TFT-LCD S-LCD

17.9 2005 LG Philips LCD

26 TFT LCD 21202320
(Paju)LCD
PDP PDP
LCD SDI LG PDP 2004
LCD TV PDP TV 2003
2.09 2.86 2004 1.25
90 LCDPDP

TFT LCD

TFT LCD 2004 2004

70%
10 PDP
PDP
130 18 ( 46 ) PDP
cluster

TFT LCD
TFT LCDPDP

LCDPDP

5~6

ITISLCDPDP

Required
"You will see ROE and its components for major Taiwan and Korea
companies. Can these measures say anything about relative
competitiveness of the companies? In general, what are the potential uses
of accounting measures in assessing, explaining and predicting
competitiveness (e.g., ROE, R&D expenses, etc.)? What are the
limitations?"

z TFT LCD
()
--(%)
26.31

30

20.62

20
10

0.00

0.00

1998

1999

11.13

11.53

2002

2003

2004(Q3)

0.46

0.46

2003

2004(Q3)

0
-10

2000

2001
-21.65

-20
-30

--
0.6

0.49

0.5
0.4
0.3

0.24

0.27

2000

2001

0.2
0.1

0.00

0.00

1998

1999

0.0
-0.1

2002

--
3.13

3.5
3.0

2.49

2.5
2.0
1.5

1.66

1.49

1.73

1.70

2003

2004(Q3)

1.02

1.0
0.5
0.0
1998

1999

2000

2001

2002

--(%)
20.58

25
20

13.69

15
5
0
-5

9.22

8.31

10
-2.46
-6.83
1998

1999

2000

2001

2002

2003

2004(Q3)

-10
-17.98

-15
-20

()
--(%)
30

24.05
16.04

20

16.04
11.87
7.98

10
0.00

0.00

0.00

1996

1997

1998

0
-10
-20

1999

2000

2001
-17.85

2002

2003

2004(Q3)

--
0.7

0.60

0.63

0.61

2003

2004(Q3)

0.6
0.5

0.36

0.33

0.4
0.3
0.14

0.2
0.1

0.00

0.00

0.00

1996

1997

1998

0.0
-0.1

1999

2000

2001

2002

--
2.35

2.5
1.96
2.0

1.63

1.66

2002

2003

1.31

1.5

1.07

1.02

1.02

1996

1997

1998

1.0
0.5
0.0
1999

2000

2001

- - ( %)
22. 69

25
16. 90

20
15

7. 66

10
5

1. 71

-1. 54

-0. 21

1997

1998

7. 74

2. 85

0
-5
-10
-15
-20

()

1996

1999

2000

2001
-15. 27

2002

2003

2004(Q3)

- -( %)
50

37. 92
35. 29
26. 32
19. 33
30. 96
12. 15

40
30
20

5. 42

10

10. 0510. 91 9. 45 9. 93

23. 09

19. 0519. 35
2. 00 0. 25

0. 91

2. 00

-20

20
03
20
04
(Q
3)

20
02

-20. 17

20
01

20
00

19
99

19
98

19
97

19
96

19
95

19
94

19
93

19
92

19
91

19
90

19
89

19
86

19
85

-10

19
88

-8. 51
19
87

-30

- -
2.5

2. 14

2.0

1. 47

1. 42

1.5

1. 18

0. 95 1. 06

1. 19 1. 17
1. 04
0. 75

1.0
0.5

0. 52 0. 43 0. 39 0. 46 0. 53
0. 34 0. 42 0. 42 0. 40
0. 64

20
03
20
04
(Q
3)

20
02

20
01

20
00

19
99

19
98

19
97

19
96

19
95

19
94

19
93

19
92

19
91

19
90

19
89

19
88

19
87

19
86

19
85

0.0

- -
30.0

23. 96

25.0
20.0
15.0
2. 88 2. 92 3. 23 2. 42 1. 69 1. 48
1. 29

-10.0

20
02

20
01

20
00

19
99

19
98

19
97

19
96

19
94

19
93

19
92

19
91

19
90

19
89

19
88

1. 66
19
87

19
85

-5.0

19
86

0.0 -4. 57

1. 55 1. 44 1. 52 1. 62 1. 57 2. 10 1. 79 1. 72 1. 59

20
20 0 3
04
(Q
3)

4. 25

5.0

19
95

10.0

- -( %)
600

515. 23

500
400
300
200
34. 9138. 2340. 5934. 27

30. 27

1. 24 0. 15 14. 3515. 98-14. 58-6. 35 1. 42 14. 65

20
02

20
01

20
00

19
99

19
98

19
97

19
96

19
95

19
94

19
93

19
92

19
91

19
90

19
89

19
88

19
87

19
85

3. 12

33. 00

19
86

0
-100

-36. 40

20
03
20
04
(Q
3)

65. 94
32. 2027. 60

100

()
- -( %)
50

0. 00

0. 00

1999

2000

-1. 10

2. 08

2002

2003

19. 01

0
-50

2001

2004(Q3)

-100
-150
-200
-269. 52

-250
-300

--
0.36

0.4
0.4

0.31

0.32

2002

2003

0.3
0.3
0.2
0.2
0.1
0.1

0.00

0.00

0.01

1999

2000

2001

0.0
-0.1

2004(Q3)

--
2.33

2.24

2.5

2.14

1.98

2.0
1.46
1.5
1.02
1.0
0.5
0.0
1999

2000

2001

2002

2003

2004(Q3)

--(%)
13.46

15
10
5

1.45

1.50

1.44
-0.80

0
1999

2000

2001

-5

2002

2003

2004(Q3)

-8.35

-10

()
- - ( %)
500
0. 00

0. 79

-41. 83

2. 92

2. 59

2000

2001

2002

2003

0
1998

1999

-500
-1000
-1500
-2000

-1703. 24

13. 93
2004(Q3)

--
0.54

0.6
0.5

0.38

0.36

0.4

0.29

0.3
0.17

0.2
0.1

0.00

0.00

1998

1999

0.0
-0.1

2000

2001

2002

2003

2004(Q3)

- -
3.0
2. 40

2.5

1. 96
1. 70

2.0
1.5

1. 03

1. 69

1. 75

1. 22

1.0
0.5
0.0
1998

1999

2000

2001

2002

2003

2004(Q3)

- -( %)
10
5
0
-5
-10
-15
-20
-25
-30
-35
-40

7. 07
-1. 35

-1. 99

1998

1999

() (Samsung)

0. 23
2000

2001

-35. 92

2. 66

1. 94

2002

2003

2004(Q3)

Samsung--(%)
10
8

6.11

4.54
2.63

4
2

0.77

1.02

1992

1993

4.56

7.62

2001

2002

5.51

2.35
0.18

0.30

0.28

1996

1997

1998

0
-2

1994

1995

1999

2000

2003

Samsung--
3.0
2.5
2.0
1.5

1.01

1.01

1.00

0.96

0.94

1.0

0.86

0.79

0.80

1.05
0.79

0.5

0.60
0.75

0.0
1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

Samsung--
9
8
7
6
5
4
3
2
1
0

7.71
6.80

7.31
6.15

6.09

5.68

5.18

4.14

3.93

3.50

3.02
3.41

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

Sam su n g - - ( %)
30

25. 26

23. 00

25
20

16. 00
12. 68

15
10

7. 00

6. 00

19. 43

7. 80

1. 00

1. 90

1. 24

1996

1997

1998

9. 91

0
-5

1992

1993

1994

1995

1999

2000

2001

2002

2003

() (LG)
LG--(%)
19.01

20
15
10
5

0.99

1.14

1997

1998

3.39

3.05

2.91

3.29

2000

2001

2002

2003

1.69

1.79

2002

2003

0
1999

-5

LG--
2.5
2.0
1.5

1.05

1.13

1.16

1.25

1997

1998

1999

2000

1.43

1.0
0.5
0.0
2001

LG--
6.5
6.0
5.5
5.0
4.5
4.0
3.5
3.0
2.5
2.0

5.89
5.21

3.63

3.31

3.37

3.22

2002

2003

16. 57237937

18. 91583452

2002

2003

2.72

1997

1998

1999

2000

2001

LG-- ( %)
90
80
70
60
50
40
30
20
10
0

80

6. 1

6. 7

1997

1998

1999

14

12

2000

2001