2008 Tech Forum 0/46 1/46

Transcription

1 2008 Tech Forum 0/46 1/46

2 2/46 Our Track Records [Sales Volume] Cumulative 100M (May.2005) 78M (2007) Cumulative 10M (2000) $18.4B (2007) [Total Sales] #1 in Industry (2002) $10B (2004) [Profit] /46 3/47

3 Samsung vs. Key Competitors [Profit ] Company A Company C Samsung 4Q 05.1Q 2Q 04.1Q 2Q 3Q 3Q 4Q 06.1Q 2Q 3Q 4Q 07.1Q 2Q 3Q 4Q 08.1Q 4/46 4/47 Our Product Strategy First to enter the Large size (40 s) TV market Apr Gen. 7 started running 1 year prior to competitors Expanding to 52 Market (Gen. 8 line] TVs First to develop 40 ww market 46, 47 ww market AUO 14% CMO 10% SAMSUNG 76% SHARP 17% AUO 16% SAMSUNG 67% 5/46 5/47

4 Continuous Growth to Maintain Leadership Gen.8 Glass Aug operations started Took initiative in 46, 52 inch standardization following the successful 40 strategy 2.4 million 52 panels in 2008 Widen price gap with 50 PDP 6/47 6/46 Moving toward High-end products & Larger panel size Product Portfolio in /46 7/47

5 2008 Business Accomplishments 8/46 8/ Outlook Over supply 9/46 9/47

6 General Product Trends in 2009 Slim LED Low Power 16:9 10/46 Touch Screen 10/47 Samsung Product Line-up in 2009 (TV) [Monitor] 16:9, 20 W - 23 W - 27 W [NPC] 16:9, 13.4W 16W W ~40%, LED 4% 30% 11/46 11/47

7 12/46 TV Technology Trends [Large Size] Move to Large Panel Sizes - 40" 46" 52" 70" 62 82"(TBD) [Image Quality] Moving Image Quality & Ultra high resolution 60Hz HD '08 CES Show 82" Size 120Hz MPRT 8ms FHD 240Hz MPRT 4ms UD [Slim] [Green] Slim Design; Light LED BLU Green Concept I Green Concept II - Pb, Hg, As Free expand LED BLU market '08 FPD Japan 40" 7.8mm 13/46 13/47

8 Advanced TVs Driving Value-added Products & New Applications - Digital Cinema TV, DID/Digital Signage, E-Board Digital Cinema TV 60 ~70 Class UD (Ultra Definition) Resolution 240Hz Slim Design with LED Wireless I/F Pixel Number 4x 1M 2x 2M 8M HD (1366 X 768) FHD (1920 X 1080) UD (3840 X 2160) 14/46 14/47 Advanced TVs Enhanced Reality image Reality in Display Maximizing Reality Large panel with ultra definition is essential Extending view-ability Frame Rate 2006 ~ 2015 ~ » FHD 1920x1080 U 4096x2160 D 60 HD 1366x SD 640x x4320 D-Cinema Image Size 0.3M 0.7M 2.0M 8.0M 33M 15/46 15/47

9 Advanced TVs (240Hz) LCD (120Hz) * Dotted frames are created by McFi algorithm CRT-compatible Motion Picture LCD (240Hz) Display Image Perceived Image (Eye-trace integration) 16/47 60 Hz /46 Hz 240 Hz Advanced TVs High CR & Low Power Local Dimming Save power; Deep black Saver power up to 50% 188W 90W (Avg.) 1,500nit LCD Panel Image 500nit Conventional RGB-LED 17/46 17/47

10 Advanced TVs Slim & Light Super Slim: : 7.8mm ᆞCost: 1.3 times of CCFL ᆞEfficiency: lm/w (RGB) M/S of LED BLU Samsung (7.8mm) 40 LCD TV 18/46 18/47 High Mobility TFT High resolution & mobility in new TFT device - μc-si, Oxide Semiconductor a-si μc-si TFT Source Gate Drain Equipment for new TFT devices & ongoing improvements required a-si μ-si 19/46 19/47

11 High-speed LC mode for Next TVs Provide CRT-like Motion Picture Blue Phase mode display - 1msec display switch time; Alignment Layer Free; Wide natural view [Blue phase] P : Pitch ~ 200nm 0 Nano Structure Fast switching 20/46 20/47 Cost Reduction Structure 1) Maximum panel transmittance New Architecture BM CS μ-slit (8/6mm Pitch) CF 2) Reduced number of driver IC s MB4: WXGA~ FHD MB6: WXGA SXGA~ WUXGA MB7: HD 60Hz MB4: FHD 120Hz MB-3 MB-6 (S-IC:1/2) MB-3 MB-4 (Gate IC-less MB- 3 MB-7 (S- IC:1/3) 21/46 21/47

12 Process Innovation - Color Filter Inkjet Printing Application to Gen. 8 CF production Samsung MEMS head Samsung IJP Equipment Samsung ink Thickness(nm) 2250 (Thickness Variation) Nozzle # 22/46 22/47 Mobile Display Technology Trends Slim & low power Expand to White-LED (Target) 30% Market share in 2009, 100% market share in 2010 (issue) How to reduce the existing cost gap with CCFL? Touch Screen - Various embedded touch screen technologies - Multi-touch function Extremely low-power & portable - Paper-like display; Plastic display 23/46 23/47

13 PC Monitor / Note PC Trends 24/46 24/47 (Mobile) Slim & Eco Products Slim design with white LEDs (Edge-lit LED BLU) Green: Power savings with LED 13.3 LED Power saving Note book 25/46 25/47

14 (Mobile) Integrated Touch-sensitive Screen External TSP Embedded TSP Multi-touch TSP Embedded multi - TSP T2 T1 Multi-touch touch by sensor array SC1 SC1 SC2 SC2 SC3 SC3 SC4 SC4 x,yaxis Conductive Spacers CF glass x,yaxis Signal line TFT glass 26/46 26/47 [Mobile] Ultra-low low Power & Portable Plastic e-booke 27/46 27/47

15 Low Power e-book e (New LC Mode) Cholesteric Phase - POL Less, C/F Less, B/L Less, Memory-effect LC - Low Power Consumption e-book now motion compatible with color [Cholesteric Bistable Display Textures] Color Reflective Planar Nonreflective Focal Conic Incident White Light medium pitch 28/46 28/47 Next Mobile Products e-book; Flexible Display; Paper-like Display Resolution: 480 x RGB x 272 (WqVGA) Panel Thickness: ~ 0.15 mm (w/o Pol.) Panel Weight: 1.65 g (w/o Pol.) Brightness: 300 cd/m 2 Color Gamut: 60% (NTSC) - Comfortable & convenient to use - Ultra portable & low power consumption - Outdoor Visibility e- paper Plastic 29/46 Display Flexible Display 29/47

16 Green Products 30/46 30/47 31/46

17 Risk of TV Market Slowdown after 2010 TV Growth Rate LCD 56% PDP 33% 35% 19% 15% 22% 12% 7% CRT -17% -16% -13% -12% 32/46 32/47 Creating New Applications & New Businesses Candidates Advanced TV Digital Signage Premium Mobile Flexible Display Solar Cell 33/46 33/47

18 Digital Signage 34/46 34/47 Samsung 70 Digital Signage Specifications: Resolution: 1080x1920 Constant Luminance: 2000 nits Contrast Ratio: 1500:1 35/46 35/47

19 Premium Mobile IT 36/46 36/47 Premium Mobile Foldable, Durable Plastic LCD 37/46 37/47

20 Future 3D TV Maximum reality in displays Non-Glass Lenticular Lens Left eye image Right eye image LCD Lenticular Lens 38/46 38/47 OLED & Solar Cell Focusing on Photovoltaic & OLED as New Business Initiatives - Based on TFT Core Technology Solar PV OLED Thin Film PV (LCD-based) Silicon PV (Semiconductor-based) Prepare Solar PV business entry Business synergy with SDI - J/V Company Samsung Mobile Display SEC: TFT Technology SDI: OLED Know-how Create new OLED market 39/46 39/47

21 Summary 1. Overall change in our strategy is needed for Product portfolio - Prioritize cost-driven technology - Emphasis on Green products 2. Samsung LCD will prepare new technologies for future growth in: - Advanced TV - Digital signage - Premium mobile - Solar cells 3. A good player in hard times is a player indeed! 40/46 Samsung Technology Exhibitions FPD international, Yokohama, Japan Narrow bezel Tiled LCD : Bezel width 7.3mm 41/46

22 Samsung Technology FPD international, Yokohama 42/46 Samsung Technology FPD international, Yokohama 43/46 Slim LCD TV 7.8mm

23 Samsung Technology FPD international, Yokohama 15 Blue phase LCD 14.3 c-epd w/ CNT electrode 44/46 Samsung Technology FPD international, Yokohama 12.1 All Printed LCD 45/46

24 Samsung Technology FPD international, Yokohama 46/46 Thank You! 47/46