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LED Backlight Market Technology Trend


LED Backlight Market & Technology Trend
Francis Wong Strategy Marketing Manager Strategy Planning Department, OPTO SBU

LED Industry Trend (by Product)
$9,000 $8,000

$7,000 $6,000 TAM (M USD) $5,000 $4,000 $3,000 $2,000 $1,000 $2005
Source: BNP Paribas, Lite-On 2007

30% High Brightness LED Conventional LED Infrared LED 25% 20% 15% 10% 5% 0% -5% -10% -15% -20% 2006 2007 2008 CAGR (%)

Efficiency Improvement of White LED
100

Fluorescent Lamp

Illumination Efficiency (lm/W)

Tungsten Lamp

10

Yellow/Green Filted Tungsten Lamp

Red Filtered Tungsten Lamp

White LED Red LED Green LED Blue LED 1 1995

1997

1999

2001

2003

2005

2007

2009

2011

Source: Lite-On 2007

Booming LED Application
■ ■ ■ ■ TVLCD BLMs ■ ■ ■ ■ Monitor LCD BLMs ■ Day Running Lights ■ Street Lights ■ NB LCD BLMs (10”-15”) ■ Scanner Light Source ■ LCD BLMs (7”) ■ ■ ■ ■ Landscape Lighting ■ Handset Camera Flashes ■ LCD BLMs (<3.5”) ■ ■ Automotive Tail Lights ■ CHMSL ■ ■ ■ ■ Signage, Traffic Lights ■ ■ ■ ■ ■ Handset Keypad Backlight ■ ■ ■ ■ ■ Indication Lights 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Comparison Of White LED Technologies
Blue LED + YAG Phosphor Blue LED + RG Phosphor Multichip (RGB)

Emission

Blue LED mix with yellow phosphor

Blue LED mix with Red & Green phosphor

Mix of red, green and blue LED

Advantage

Low cost and thin

Acceptable color saturation Still low cost and thin

Better color saturation

Advantage

Lack of red color spectrum , lower color saturation

Lower optical efficiency (But same as Multi Chip White Light LED)

Different color decay among red, green and blue. Low color uniformity, long color mixing distance Higher Cost

Application

Handset 7-inch panel Notebook

Mercury Free LCD TV

LCD TV Landscape Lighting

LCD Backlight is Key Demand Driver
1400 1200 1000 400% TAM (M USD) CAGR (%) 800 300% 600 200% 400 200 0 2005
Source: Display Search, Lite-On 2007

600% LED BLM TAM LED BLM CAGR TTL LED CAGR

500%

100%

0% 2006 2007 2008

Comparison Of Different Backlight Sources
CCFL High power Disadvantage consumption, shorter life time, mercury 30% power saving over CCFL 60-80 lm/W EEFL LED

Few suppliers, high operating voltage

Higher cost, heat generation Thinness and longer life time, environmentally friendly 70-90 lm/W Handset keypad, DSC, PDA Higher

Advantage

High brightness

Illumination efficiency

60-80 lm/W

Application

LCD display

LCD display

ASP

Lower

In between LED and CCFL

Future Development

Limited by RoHS

Limited by RoHS

CCFL Replacement

CCFL supply shortage will promote LED
3Q05 0% 4Q05 1Q06 2Q06 3Q06 4Q06 1Q07

-2% Supply / Demand Glut Rate (%)

-4%

-6%

-8%

-10%

-12%
Source: BNP Paribas 2007

Cost is Trigging The Market
Light Source Cost on 7" Panels
$4.0 $3.5 $3.0 $2.5 $2.0 $1.5 $1.0 $0.5 $$7.0 $6.0 $5.0 Cost (USD) $4.0 $3.0 $2.0 $1.0 $-

Light Source Cost on 12" Panels

Cost (USD)

LED CCFL

LED CCFL

1Q 06 2Q 06 3Q 06 4Q 06 1Q 07 2Q 07 3Q 07 4Q 07

Source: BNP Paribas 2007

1Q 06 2Q 06 3Q 06 4Q 06 1Q 07 2Q 07 3Q 07 4Q 07

Notebook Products with LED Backlight

Fujitsu T70

Sony Vaio TX

Sony Vaio GX
? 12.1”W Panel ? 2mm LCM(LED BLM) ? Total Weight 0.9Kg

Apple MacBook
? 15.4”W Panel ? 2mm LCM (LED BLM) ? Total Weight 5.4lb

? 10.6” Panel ? 11.1”W Panel ? 2mm LCM (LED BLM) ? 2mm LCM (LED BLM) ? Total Weight 1.2Kg ? Total Weight 1.0Kg

2005 Apr

Aug

2006 Jan

Apr

Nov

2007Jun

Toshiba U100
? 7.2” Panel ? 2mm LCD (LED BLM) ? Total Weight 1.4Kg

Sony Vaio SX
? 13.3”W Panel ? 2mm LCM (LED BLM) ? Total Weight 1.69Kg

Fujitsu Q70UN
? 12.1”W Panel ? 2mm LCD (LED BLM) ? Total Weight 1.0Kg

Toshiba RX1
? 12.1”W HB Panel ? 2mm LCD (LED BLM) ? Total Weight 0.9Kg

Advantage of LED Backlight
? Lighter in Weight
– – The thickness of LCD module can be reduced to half when it equipped thinner LCD glass & LED Backlight Module LCD Panel. Components for LED backlight is lighter. So the total weight of notebook PC can be controlled in 1Kg.

?

Power Saving
– LED is a directional light source. It can be easily coupled into light guide. Therefore LED Backlight gains 20-30% of power back, even LED and CCFL have similar illumination efficiency (LCM contributes 35% of total power consumption of notebook.)

?

Battery Life
– Conjugated low voltage CPU and other low power consumption components. The total power of notebook PC can be reduced more than 30%. Battery life can be extend.
Approx. 4.7mm Approx. 9mm

LED Backlight Module

CCFL Backlight Module

Issue to be Closed - Life and Heat Management
1.E+10 1.E+09 1.E+08 Estimated Life (Hours) 1.E+07 1.E+06 1.E+05 1.E+04 1.E+03 1.E+02 1.E+01 1.E+00 50 60 70 80 90 100 110 120 Junction Temperature (°C)

Issue to be Closed – Light Guide Technology

Hot Spot Issue

Yield of Thin LGP

Issue to be Closed – Cost Reduction
Light Source Cost on 7" Panels
$4.0 $3.5 $3.0 $2.5 $2.0 $1.5 $1.0 $0.5 $$7.0 $6.0 $5.0 Cost (USD) $4.0 $3.0 $2.0 $1.0 $-

Light Source Cost on 12" Panels

Cost (USD)

LED CCFL

LED CCFL

1Q 06 2Q 06 3Q 06 4Q 06 1Q 07 2Q 07 3Q 07 4Q 07

1Q 06 2Q 06 3Q 06 4Q 06 1Q 07 2Q 07 3Q 07 4Q 07

Monitor / TV Products with LED Backlight

Sony VGP-D23HD1
? 23” Panel ? NTSC 105% ? 190W

Samsung XL20
? 20.1” Panel ? NTSC 114% ? 190W

Samsung LE40M91
? 40” Panel ? NTSC 114% ? 120W

2004Jul

2005

2006

2007

Sony Qualia005
? 40”/ 46” Panel ? NTSC 105% ? 498/612W

NEC LCD2180WG
? 21.3” Panel ? NTSC 101% ? 160W

Sony KDL-70X
? 70” Panel ? NTSC 102%, x v Color ? 200W

Comparison of Different BLM Technology
Unit Gas Life Time BLU Thickness Luminance Surface Temperature Operation Temperature Luminance Efficiency Power Consumption Uniformity Starting Voltage Color Gamut (NISC) Turn-On Instant hrs mm nits °C °C lm/w W % KV % CCFL Mercury 50,000 30 12,000 40-60 0~50 70 110 80 1.2-1.5 72 < 1 Sec EEFL Mercury 60,000 30 12,000 40-60 0~50 70 110 85 1.5 72 < 1 Sec Hg-Free FFL Xe 100,000 30 12,000 55-58 -40~85 40~50 120~130 80 < 1.8 75~80 0.3 Sec RGB LED None 50,000 30-50 12,000 <40 -40~85 50-60 110 80~85 <0.3 >105 50ns

Junction Temperature vs. Life
1.E+11 1.E+10 1.E+09 Estimated Life (Hours) 1.E+08 1.E+07 1.E+06 1.E+05 1.E+04 1.E+03 1.E+02 1.E+01 1.E+00 25 50 75 Junction Temperature (°C) 100 125

Issue to be Closed – Color Mixing

Reflector

Color Mixing Area

Issue to be Closed – Cost Reduction
Unit Price of 32" BLM 350 300 250 Unit Price (USD) Unit Price (USD) 200 150 100 50 0 2005 CCFL BLM LED BLM 700 600 500 400 300 200 100 0 2005 CCFL BLM LED BLM Unit Price of 42" BLM

2007

2009

2011

2007

2009

2011

Source: BNP Paribas 2007

Way to Go
? 強調差?化,開發?基產品市場
– 強調LED背光模組與CCFL背光模組所能展現效果之差?化,區隔出?同產品的價 值,?用?銷手法教育消費者,強調LED背光模組提供之性能優點;雖然背光模組價 格存有差距,但到?面板端時,因面板出貨價格高,?者面板價格差距倍?會被稀 釋,甚至到?終端電視價格表現上,價差會?小,因此中短期內仍可以開發具相當差 ?化之?基使用產品。

?

強化技術,增強信賴性
– 長期而言,LED背光模組價格?能與CCFL背光模組價格相當,這需靠LED業者對 LED發光效?及??再提升,加上面板業者運用光學結構設計,使LED使用顆?減少 及改善散熱等,材?成本可望進一步下?;除此,業者應強化對LED用在電視背光源 上之信賴性、加強產品品質及可靠?等;?上述技術問題被一一突破,當面板業者成 功垂直整合LED業者時,?低LED背光模組價格、?入液晶電視市場之機會將是水到 渠成。

?

全面無汞化,將是LED背光模組導入市場的?機
– 在全球環保意?高漲?代,無汞化將是未?產品發展趨勢,雖然歐盟受限於科技現實 無法全面禁用,但?未?隨著LED發光效??斷提升、工程問題?斷改善,市場可能 逐漸要求無汞化,屆時CCFL應用將會面?危機,這將會是LED背光模組導入市場的 ?機;短期之內,液晶電視應用LED背光源仍有待時日考驗。

Global LED Market Share By Geography
Europe 10% Others 5%

America 14% Japan 50% Europe 10%

Others 7%

Taiwan 21% 2005

America 14%

Japan 46%

Taiwan 23%
Source: BNP Paribas 2007

2006

Top 15 Global LED Players
2006 Rank 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 2005 Rank 1 2 5 3 4 6 7 8 9 11 10 14 12 13 15 Company Name Nichia Osram Cree Citizen Avago Sharp Stanley Lite-On Rohm Opto Tech Matsushita Everlight Sanyo Vishay Toshiba 2006 Revenue 1,207 MUSD 581 MUSD 350 MUSD 326 MUSD 325 MUSD 321 MUSD 320 MUSD 302 MUSD 205 MUSD 180 MUSD 177 MUSD 176 MUSD 163 MUSD 145 MUSD 129 MUSD

Taiwan LED Production Value
$3,000 TW Production Value TW CAGR WW CAGR 45% 40% 35% 30%
CAGR (%)

$2,500

$2,000
TAM (M USD)

25% $1,500 20% $1,000 15% 10% $500 5% $2005 2006 2007 2008 0%

Source: BNP Paribas 2007

Aggressive downstream capacity expansion
Company Epistar Arima For Epi Lite-On Everlight Harvatek Bright LED TW Oasis Lightek
Source: BNP Paribas 2007

2005 Capacity 1845 720 120 650 560 300 310 135 80

2006 Capacity 2185 850 180 795 680 330 440 175 120

Industry Consolidation of Local Players
Taiwan has a solid backlight supply chain Handset Makers (MS 17%) Foxconn Arima Compal BenQ HTC LED Upstream (Epi & Chip) EpiStar Arima LED Mildstream (Epi and Chip) Opto Tech TynTek LED Downstrem (Package, MS 23%) Lite-On Everlight Harvatek Bright Unity Opto Taiwan Oasis Panel Maker (MS 50%) AUO CMO CPT HannStar PVI Notebook Makers (MS 80%) Asus Acer Quanta Compal Inventev Winstron LCD TV Makers (MS 20%) Tatung Kolin Quanta BenQ Sampo DSC Makers (MS 40%) Foxconn Altek Asia Optics

Panel Backlight Radiant Coretronics

Taiwan has a weak Auto and Illumination supply chain Automotive (MS <1%) Hotai Yulon CMC Illumination (MS <1%) Don Ya China Electronics

Patent risk for TWN LED makers is diminishing
Dispute OPTO OPTO TECH TECH CHIP OEM Lawsuit CHIP OEM MISC. MISC.
(in Japan only)

LITE-ON, Everlight, LITE-ON, Everlight, Harvatek, Ya-Hsin, Vishay, Harvatek, Ya-Hsin, Vishay, Rohm, SEM, ROHM Rohm, SEM, ROHM

Nichia Nichia

WLED OEM

WLED License Dispute Lawsuit

Citizen Citizen

Lumileds Lumileds Cross-License
Epistar Epistar

Osram Osram

Dominant Dominant

LITE-ON LITE-ON Sharp Sharp

Toyota Toyota Gosei Gosei
WLED License

Epitaxy OEM

Cree Cree
Dispute

WLED License

Cotco Cotco Stanley Stanley ROHM ROHM

Edison, Unity, AOT Edison, Unity, AOT Itswell, LumiMicro, Prolight Itswell, LumiMicro, Prolight

WLED License

Intermatix Intermatix

Alliance in Backlight

LITE-ON LITE-ON

LED Backlight Related Patents

10

12

14

16

18

0

2

4

6

8

Sa m su ng Sh ar p 統 寶 鴻 海 友 達 ? 普

Major Patent Appliers

Lu m ile ds Ph ilip s 群 創 三 和 建 美 工 研 院 英 群 瀚 宇 彩 晶


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