2-3 mobile phone- panels and eco-system_shawn_displaysearch

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Copyright 2011 DisplaySearch

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

Smart Phone Panels andEco-System

Shawn LeeResearch Director, NPD DisplaySearch

2012 DisplaySearch Taiwan FPD Conference

Taipei, Taiwan 2012. 4. 19-20


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Copyright 2012 DisplaySearch. Taiwan FPD Conference 2

Questions in 2011

Do you have

the answers?


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High resolution mobile display

100

200

300

2008 2009 2010 2011 2012

?

?400

2013

Newspaper

Book

Magazine

Art Photo1440dpi = 480ppi

Magic 3.2

Hero 3.2

Desire 4.3

WVGA

One X 4.7 HD

Saturn 3.2

HVGA

AMOLED

Galaxy S2

WVGA

AMOLED

Galaxy S3

qHD?

HD?AMOLED?

Retina Display326 ppi

iPhone 3GS

iPhone 4


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3 above Mobile Display Forecast

800x480

1280x720

1280x800

800x480

480x320

400x240

1280x720

1280x720

1920x1080

1280x768

960x640

- IGZO or more Masks

-GOA(Gate on Array)New Color Patterning Tech.

: FMM, LITI


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High Resolution and Large Size

Mobile Phone Thickness

Display PPI and Power

Consumption

Battery Density Trend

2003 2012

20mm 300ppi3G Smart Phone Booming

500Wh/L

550Wh/L

600Wh/L

Battery Dimension Trend

65mm

60mm

Height

Width

4.3

4.5

4.0

12-14%

12-14%

SHR LCD panel = High power consumption:> iPhone 4 : 6 pcs LED, but DBEF in POL> 4.7 HD : 10 pcs LED> AMOLED power is not good in white background> Battery developing can not keep up with Display


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Portable Devices

Display Size

Processor

Speed

Device

Weight

2G

1kg

Samsung

Series 3

10

Samsung Series 5Ultrabook

Toshiba

Satelite

1G

HTC One X

Galaxy S2

iPhone 4S Galaxy Note

HP - 14"

Pavilion

iPad

iPad was launched in 2010, and then mobile brands crossed the line of5-10 inch and 500g-1kg.

2.8-3.2

Palm size for

Smart Phone

Suit Pocket and

Notebook size for

Tablet


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Revenue and Gross Profit by Brands

Revenue

Gross Profit

New technologies anddeveloping are highlyrelated to performance.

Who is profitable whocross the line!! Foreseeprofitable brands willlaunch new technologiesand products.



Gen 5 above glass input area

0.0

500.0

1,000.0

1,500.0

2,000.0

2,500.0

3,000.0

Q1'09 Q2'09 Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Q3'12 Q4'12

000m2/month

Small and Medium

Tablet/Mini-Note PC

Notebook PC

After 2010, LCD glass input area for small, medium and tablet panels wereincreasing hugely.

Before 2010, no one believed over 250 PPI panel would be manufactured in Gen 5above.

10 inch below panel have been crossed the line of Gen 5 to be produced in largegeneration.



Gross Profit Y/Y Growth Rate by Mobile Brands

As a component vendors:To know who are and will be the dominator of mobile market, and then decide how to developand invest.To know the business strategy of these brands, and then decide how to co-work with them.

Source: Company financial result and YCHARTS

35%

0%



How Apple and Samsung control supply chain of Displays


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Smart Phone ForecastOperation System

294M446M

727M

607M

844M1 B

2012 Forecast: Smartphone % by Brands:

Apple :22%Samsung :25%

Nokia :12%HTC : 9-10%(Maybe lower than forecast)Others : 30-31%(Forecast by interviewing to component vendors)


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Questions of Smart Phone in this year

Feel greatpressure of these

questions?


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Low-Cost Smart Phone Forecast

Low CostSmart Phone

Lenovo a60RMB 959(Around USD 160)

3.5 HVGA

Android 2.3

CPU 650MHz(MT6573)

294M446M

727M607M

844M1 B

2.9M 21M80M

141M

221M

339M

White Brand(Hero H4000)RMB 660(Around USD 110)

4.3 WVGA

Android 2.3

CPU 512MHz(NT6516)


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Kenyas telecom revolution

By the end of 2010, two-thirds ofKenyan above 15 years will beusing mobile money (see figure 1,green line) transferring anestimated US$ 7 billion (or 20percent of GDP).

Africa is now in a position to exportinnovation not just to importit. Rest assured, it wont be the lastproduct Africa is innovating andexporting globally.

Source : World Bank


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Worldwide Subscriptions Forecast by Technology and Region

3G

2015 4G Subscribers:

Asia Pacific: 113M

Caribbean and Latin America:18MEastern Europe:22M

Middle East & Africa:18M

North America:137M

Western Europe:58M


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LTPS and AMOLED investment is expensive

AMOLED Supply and Demand LTPS Supply and Demand

Year Total Array Cell Module CF AMOLED Total Y/Y Growth

1999 1,847$ 717$ 357$ 708$ -$ 3,629$ NA

2000 3,390$ 1,333$ 664$ 1,314$ -$ 6,701$ 84.7%

2001 2,010$ 731$ 362$ 715$ -$ 3,818$ -43.0%

2002 2,809$ 995$ 501$ 904$ 7$ 5,217$ 36.6%

2003 3,265$ 1,237$ 614$ 1,229$ 23$ 6,368$ 22.1%

2004 6,784$ 2,844$ 881$ 2,782$ 42$ 13,334$ 109.4%

2005 5,423$ 2,213$ 679$ 2,146$ 34$ 10,495$ -21.3%

2006 6,657$ 2,582$ 729$ 2,610$ 130$ 12,708$ 21.1%

2007 4,256$ 1,649$ 418$ 1,748$ 134$ 8,205$ -35.4%

2008 7,392$ 2,800$ 704$ 2,905$ 138$ 13,939$ 69.9%

2009 3,692$ 1,426$ 362$ 1,515$ 83$ 7,079$ -49.2%

2010 7,211$ 2,550$ 603$ 2,681$ 642$ 13,687$ 93.4%

2011 6,492$ 1,987$ 501$ 2,070$ 906$ 11,954$ -12.7%

2012 2,577$ 505$ 132$ 503$ 727$ 4,443$ -62.8%

2013 5,200$ 1,366$ 322$ 1,403$ 1,214$ 9,505$ 113.9%2014 4,109$ 1,238$ 298$ 1,299$ 835$ 7,778$ -18.2%

2015 5,183$ 1,916$ 466$ 2,008$ 1,782$ 11,355$ 46.0%

Q411 FPD Equipment Spending ($M) Forecast Back-end AMOLED equipment is quiteexpensive as much of the processing is in avacuum. Typically FMM evaporation and glass

frit encapsulation lines will cost more than LCDcolor filter and cell lines for equivalent amountsof TFT capacity.

But AMOLED investments for commercialproduction still account for a relatively smallamount of the total equipment spend.


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Mobile Phone Price Trend

2009 2013

USD 100

USD 200

USD 300

USD 400

Traditional Phone

Smart Phone

DisplaySearch forecast 2013: 1G-2G Subscribers will be 4 Billion , 3G will be 1.65 Billion, 4G willbe 110 Million.

Low cost smart phone will create another market?

- What is the structure of low cost smart phone?

Low Cost Smart Phone


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Material Cost of Low Cost Smart Phone

If CG+P-Cap Touch is USD 15, then display is USD 10.

Sale Price Profit of BrandsTouch and

Display

Other

Components

4.3

WVGA$110 $10 $25 $75

TFT

-PPI of 4.3 WVGA is

under 220, it can bemanufactured in Gen

5 or even Gen 6.

-Save cost and thin

glass by outsourcing.

-Outsourcing CF is

expensive but BM

can be narrowed forbetter transmittance

rate.

Cell

-TN with Wide

View Film?

POL

- Standard

without DBEFpatter.

EE Parts

- Ram-less

- GOA

BLU

- LED *

10(Estimated)

- Reduce cost

of BEF

Yield Rate

- Life time of each

one mobile displayis around 6-8

months, or even

shorter, yield rate is

key factor of margin.

Note: Panel price is estimated, real price is depended on panel specification.


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Another Smart Market Car Display

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

Visual Monitor 2,350 2,480 2,530 2,410 2,050 2,135 4,550 10,200 13,200 14,800 16,000 16,850

Navigation 6,670 7,740 9,520 12,020 13,570 11,700 17,200 21,250 25,000 27,350 29,250 30,450

Inconsole 0 350 510 695 1,480 2,500 5,580 8,570 9,850 11,000 12,080 12,990

Growth (%) 30% 17% 19% 20% 13% -4% 67% 46% 20% 11% 8% 5%

-30%

-20%

-10%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

50,000

55,000

60,000

65,000

(Kunit/Year)

Lexus GS Series

-12.3 Display

-Touch pad


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Copyright 2011 DisplaySearch. Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions. 20

Thank You!

Shawn LeeDisplaySearch

web: www.displaysearch.com

email: [email protected]

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