New Trends of FPD 3D TV and New Applications

Sangyo-Times Inc The Semiconductor Industry News Editorial Div. Chief Editor Akihiro Tsumura [email protected]

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Agenda ■Introduction What’s “The Semiconductor Industry News”

■FPD industry in Japan ■3D TV and New Applications

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■Introduction What’s “The Semiconductor Industry News”

■FPD industry in Japan ■3D TV and New Applications

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・publishing since Jan.1991、Weekly paper ・HQ＝ HQ＝Tokyo, Branch＝ Branch＝Osaka,Nagoya,Fukuoka,Seoul,Shanghai

READERS

http://www.semicon-news.co.jp/ Semiconductor manufacturer

7% 1% 11% 13%

Device User

32%

Circulation 28,000

15%

Equipment / Material manufacturer Finace / Analyst / Government, etc PCB / LCD manufacturer Device / Equipmet / Meterial Vendor

21%

Engineering company

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READERS in detail Fab 8%

Sales

8%

32%

R&D

Semiconductor manufacturer

Purchase Design

10%

Process Development Maintenance

11%

Palent 27%

Device User

other

OA / Computer Digital / Home appliance Communication Measurement / Control Machine tool Precision Car Heavy Electronics Aerospace other

4% 5% 7%

38%

7% 10% 24% DIGITIMES Taiwan 091222

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READERS in detail Equipment / Material manufacturer Wafer Process Tool Test/Measuremet Tool 4%

20%

Assembly Tool

5%

Gas related Wafer manuf Tool

7%

Clean Room related Mask / Reticle manuf Tool 7%

16%

Assembly related Material Chemical / Parts / Accessory Wafer related Material

8%

Design Tool 9%

8% 9%

Mask related Material other

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■Introduction What’s “The Semiconductor Industry News”

■FPD industry in Japan ■3D TV and New Applications

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Large-size TFT Fab Sharp Sakai 10G (2850×3050) Phase1 36K Phase2 36K

IPS Alpha Mobara

IPS Alpha Himeji

6G (1500×1850) 85K

8.5G (2200×2500) Phase1 45K Phase2 25K

Sharp Kameyama2 8G (2160×2400) 100K

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Small-Medium size TFT Fab NEC LCD Technology Seiko Epson Tottori5 550×670 LTPS Tottori6 680×880 aTFT

Akita1 370×470 aTFT Akita2 550×650 aTFT

Toshiba Mobile Display Ishikawa2 550×670 aTFT Ishikawa3･4 730×920 LTPS

Sony Mobile Display Yasu 550×650 LTPS

Sharp

Toshiba Mobile Display Fukaya2 550×670 LTPS

Yonago 405×515 aTFT

Hitachi Displays MobaraV2 650×830 aTFT MobaraV3 730×920 aTFT / LTPS

Sharp

Sharp

Tenri 650×720 LTPS Mie1A 550×650 aTFT Mie2 680×880 aTFT Melco 410×520 aTFT Mie3 730×920 LTPS

Mitsubishi

Sony Mobile Display Higashiura 600×720 LTPS

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PDP, OLED Fab Tohoku Pioneer

Lumiotec

Yonezawa PMOLED

Yonezawa OLED Lighting

Tohoku Device Aomori OLED Lighting

Rohm

Kyocera

kyoto PMOLED

Yasu AMOLED

Toshiba Mobile Display Ishikawa AMOLED

Panasonic Amagasaki PDP

Hitachi Displays Mobara AMOLED

Casio / Toppan Kouchi AMOLED

Sony Higashiura AMOLED

Konica Minolta Hino OLED Lighting

10

LCD sales result 2005～2009 ( billion \ )

(%)

400

10

350

5

300 0

250 200

-5

150

-10

Revenue

100

-15

Operating Income Ratio

50 0

-20 05Q1

Q3

06Q1

Q3

07Q1

Q3

08Q1

Q3

09Q1

Q3

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TOP5 LCD panel manuf sales ( billion \ ) 2400

2000

1600

1200

Sony Mobile Display Seiko Epson Hitachi Displays Toshiba Mobile Display Sharp

800

400

0 FY04

FY05

FY06

FY07

FY08

FY09(F)

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Company

Location

Glass size

Comment

Expansion Plans

Expansion Sharp

Sakai

2850×3050

Phase1 = 36K fullcapacity in Dec.09 Phase2 = 36K fullcapacity in Oct.10 Phase1-1 = 25K start in Jul.10

IPS Alpha

Himeji

2200×2500

Phase1-2 = 20K start till mar.11 Phase1-3 = 25K start till Dec.11

Relocation

Relocation Sharp

Kameyama1

1500×1800

Move to CEC Panda Elec, China

Sony

Tottori6

680×880

Get from Seiko-Epson in Apr.10

Toshiba

TFPD

360×465

Lend to Nissha Printing for Touch panel manufacturing

Toshiba

Ishikawa

aTFT

Move to Heyuan Greentech Elec, China

Line Change shift Hitachi

MobaraV1

370×470

shift to OLED R&D line

Casio

Kouchi

320×400

establish OLED JV with Toppan Printing

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TFT LCD Manufacturing Equipment Market ( billion $ ) 15

120% 100%

12

80% Market Size

60%

YOY grow th ratio

9

40% 13.3

6

13.8

12.6

20%

10.5 3

10.4 8.1

6.7 3.8

5.2

11.8

6.9

6.3

0% 8.4 6.3

-20% -40%

0

-60% 2000

01

02

03

04

05

06

07

08

09(F) 10(F) 11(F) 12(F) 13(F) Source : DisplaySearch

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FPD Manufacturing Equipment Statistical Data (Japanese Equipment) ( billion \ )

600

150% Market Size YOY growth ratio

500

100%

400

50%

300

561

200 275

100 0

74 98

154

231

285

527

543

503

450

376

358

250

300

0% -50% -100%

99

2000

01

02

03

04

05

06

07

08

09(F) 10(F) 11(F)

FPD Manufacturing Equipment Statistical Data (Japan Market) ( billion \ )

200

150% Market Size YOY growth ratio

150

100% 50%

100

173 131

50 50

126 83

65

101

104

125

0%

144 87

98

120

100

0

-50% -100%

98

99

2000

01

02

03

04

05

06

07

08

09(F) 10(F) 11(F)

Source : Semiconductor Equipment Association of Japan (SEAJ) DIGITIMES Taiwan 091222

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■Introduction What’s “The Semiconductor Industry News”

■FPD industry in Japan ■3D TV and New Applications

DIGITIMES Taiwan 091222

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TV Shipments in Japan (thousand Units)

ECO POINT

1600 1400 unit

1200

70% 60%

Start!

YOY growth ratio

50%

1000

40%

800 30%

600

20%

400

10%

200 0 10

9

8

7

6

5

4

3

2

09.1

12

11

10

9

8

7

6

5

4

3

2

08.1

0%

Source : Japan Electronics and Information Technology Industries Association (JEITA)

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on the market 2010

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Why 3D Now? ■Hollywood contents changing “AVATAR” “Monsters vs Aliens” “Toy-story 3D” “Journey to the Center of the Earth”

“TRANSFORMERS” “Ice Age 3” “Harry Potter” (next series) “Star Wars” (Now Remaking)

Worldwide Digital / 3D theater forecast

screen 83000

75000 16700

43300

15000 2008

Not Digital

2010

2012

Digital / Not 3D

2014

Digital / 3D

2016

2018

Source : Seed Planning

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Why 3D Now? ■3D TV release in 2010 ■Develop High Frame Rate Single Lens 3D Camera Technology ■Develop 360 Degree-Viewable Display ■Announce the World's First 3D FIFA World Cup 2010 ■3D technology embedded into PC, DVD, Game, Software

■3D TV release in 2010 ■Develop New Professional 3D Production System DIGITIMES Taiwan 091222

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Why 3D Now? The Blu-ray Disc Association (BDA) Announced its plans for incorporating 3D into the widely successful Blu-ray Disc format.

BDA supporting Companies Board of Directors Apple, Inc. Dell HP Hitachi Intel Corporation LG Mitsubishi Electric Panasonic Pioneer Philips

Samsung Sharp Sony Sun Microsystems TDK Thomson Twentieth Century Fox Walt Disney Warner Bros.

Contributors 58 companies

General Members 110 companies

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Why 3D Now? Established Mar.2003 http://www.3dc.gr.jp/english/index.html

----- Steering Members ----NAMCO BANDAI Games National Institute of Advanced Industrial Science and Technology

NTT Data Sanyo Electric SEIKO EPSON

SGI Japan Sharp Sony

----- Standard Members ----■Japan 44 companies

■Oversea 4 companies

----- Supporting Members ----■Japan 70 comp / org / individual ■Oversea 17 comp / org / individual

Topics

Dec.2009 Revise 3DC Safety Guideline DIGITIMES Taiwan 091222

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3D Technology Glass (stereoscopic)

No Glass (Auto stereoscopic)

Integral Imaging

Lenticular Lens

Samsung, AUO, CMO, etc Toshiba (optically compensated bend)

Parallax Barrier

Sharp, NewsightJapan, CPT LGD, etc

Parallax Barrier

Lenticular Lens

Toshiba

Horizontally DoubleDouble-Density Pixels

R-L Strip Picture

NEC

Source : Nakahara Design

HDDP

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Public Information Displays US Commercial Distribution Sell-Through of Large (26”+) Professional Use LCDs

Source : DisplaySearch Jan’09 Feb

Mar

Apr

May

Jun

1000

Jul

Aug

Sep

(billion \)

800

Digital Signage market forecast in Japan

Contents / Advertising / Sales promotion Hardware / Circuit cost / Software

600

Source : Seed Planning 400 200

2008

2009

2010

2011

2012 2013 2014 2015 DIGITIMES Taiwan 091222

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Entertainment World’s Top Gaming Equipment Manufacturers International Game Technology Lottomatica (GTECH) Konami WMS Industries Bally Technologies

Aristocrat Technologies Global Cash Access Shuffl e Master Multimedia Games Transact Technologies

Gaming Equipment Manufacturing ( billion $ ) Economic Output 30

Indirect Direct

25 20 15 10 5 Source:IGT

7.5

11.2

11.9

11.9

12.7

2007

2008

8.8

8.0

9.4

2005

2006

0 Source: AGEM DIGITIMES Taiwan 091222

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Entertainment Pachinko machine market

(billion \) 1500

1000

1406

1390

1357

500

1143

0 2005

2006

2007

2008

Pachinko Halls & machine number (thousand Units) 5100

18000

5000

16000

4900

14000 12000

4800

10000

4700 4600

4864

4500

Pachinko Hall

4892

4969

4899

Machine placement Number

4400

8000

4937

6000 4591

Number of Hall

4000 4526

4300

2000 0

2002

2003

2004

2005

2006

2007

2008

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Portable Games (thousand Units)

50000 45000 40000 35000

9600

30000 25000

14100

13800

14100

1590

420

30310

31180

4340

15000

30000

20000 15000

23560

10000 5000

PSP

8330

GameBoy Advance DS

11460

0 FY05

FY06

FY07

FY08

FY09(F)

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Summary ■3D Display is not boom, but to be real business ■Glass system drives market growth ■Non-glass system doesn’t fix standard ■Application for 3D are TV, Signage, Amusement ■Japan is “treasure house” for 3D application

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Thank you for your attention See you again at 2010.4.14～16 Tokyo Big Sight

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