Via Technologies, Inc. · TWSE:2388
Via Technologies — Chi Mei Optoelectronics (CMO) — VIA Technology Forum 2007
24 slides from Via Technologies's conference presentation, Jun 6, 2007
Slide 1: From "Mobile" to "Ultra Mobile" - CMO's Perspective of UMPC New Revolution
From "Mobile" to "Ultra Mobile“ -CMO's Perspective of UMPC New Revolution Date:Jun.6th
Slide 2: Agenda
Agenda CMO Corporate Overview Overall Market Trend of UMPC CMO Product Plan & Technology for UMPC Conclusion
Slide 3: Total Display Solution Provider - CMO
Total Display Solution Provider - CMO IIndustrial, ndustrial,A musement,A Amusement, vionics,V Avionics, Vehicle ehicle ,, Small Small & & Medium Medium Full Size from 1.2” to 56” Notebook Notebook Monitor Monitor Medical Medical Display Display TV TV Application Application
Slide 4: Q1'07 Market Share – IT Division
Q1’07 Market Share – IT Division Monitor Shipment Notebook Shipment Samsung LG-Philips Hydis LG-Philips Hydis 16.1% 29.9% 1.5% 16.0% 5.6% others AUO AUO 1.6% 17.3% 25.6% Samsung INX 25.1% 6.4% SVA others HSD 4.0% 9.6% CPT CMO 0.9% Sharp TMD CPT CMO 11.3% 12.1% 1.5% 3.5% 4.3% 7.6% Source: CMO Marketi
Slide 5: Q1'07 Market Share – LCD TV
Q1’07 Market Share – LCD TV worldwide No.4 (All size ) Worldwide No.4 (≥ 20”) AUO Sharp AUO Sharp 20% 13% Others 20% Others 13% 6% 5% Samsung LG.Philips Samsung LG.Philips 21% 23% 22% 23% CMO CMO 17% 17% Source: CMO Marketing & Display Search
Slide 6: CMO Fab Capacity Update
CMO Fab Capacity Update Substrate Main size (mm2) December 2006 December 2007 Products G 3.5 Fab 620 x 750 55 55 Small/Medium G 4 Fab 680 x 880 88 88 NB, MTR G 5 - 1 Fab 1,100 x 1,300 145 145 NB, MTR 50"+, 37", 32", G 5.5 Fab 1,300 x 1,500 160 180 27", 22"W, 19" 47", 42", G 5 - 2 Fab 1,100 x 1,300 7
Slide 7: Capacity Plan of CMO
Capacity Plan of CMO (K sq m / month) WW % Market Share of CMO is going to grow rapidly ~15% 1,200 in 2007 ! Gen 7.5 WW % 900 ~11.2% Gen 5-2 WW % 600 ~11.1% Gen 5.5 300 Gen 5-1 0 Gen 4 Jan-05 Jan-06 Gen 3.5 Jan-07 Jan-08 Sources : Company data/ Display Search
Slide 8: Overall Market Trend for UMPC
Overall Market Trend for UMPC Current Obstacles From Panel supplier’s perspective • ASP is still high. • Battery life is not long enough Market Trend UMPC Market Opportunity UMPC Market Position 2007 New Concept of UMPC
Slide 9: UMPC Price is not Attractive Enough
UMPC Price is not Attractive Enough Best selling NBPC models on Feb’07 in US Brand Model Size CPU HDD ODD ASP Toshiba Sat A135 15.4 Core Dual 1.6 GHz 80 DVD+/-RW $609.94 Apple Macbook 13.3 Core Dual 2 GHz 80 DVD+/-RW $1,239.92 Toshiba Sat A135 15.4 Core Dual 1.73 GHz 120 DVD+/-RW $812.68 Gateway MT6
Slide 10: UMPC Battery Life is not long enough
UMPC Battery Life is not long enough Smaller battery for mobility, but the same NB architecture Current UMPC battery life is around 3~4 hours. Source: CMO Marketing, company website Handheld UMPC Mobility Notebooks 2 4 8 Hours Battery Life
Slide 11: Panel Price Comparison
Panel Price Comparison 7”UMPC BOM cost is still higher than 14.1”W mainstream model because the cost of mobile components are higher. The display portion of 7”W BOM cost is lower than 14”W. 14.1“W NB 7“W UMPC Battery Others CPU Battery Others 5% 6% 17% OS 3% 6% CPU OS Chipsets 12% 30% 13% 7% Memory
Slide 12: UMPC Market Opportunity
UMPC Market Opportunity • Intel’s forecast is 10M by 2010 • In-Stat’s optimistic version is around 4M by 2010
Slide 13: UMPC Market Position
UMPC Market Position On-the-Go Simpler UI More Apps Performance
Slide 14: 2007 UMPC New Device – Part 1
2007 UMPC New Device – Part 1 $175 OLPC – 7.5” Grayscale mode: Sunlight Readable 1200x900 Nicholas Negroponte, Chairman of OLPC with ex-UN Secretary-General Kofi Annan in Tunisia for the launch of the OLPC effort • Largest and most important educational/ Color Mode: humanitarian effort in the world
Slide 15: 2007 UMPC New Device – Part 2
2007 UMPC New Device –Part 2 Low Cost UMPC UMPC $900~$600~$300~ $100~300 ASP 1100 900 500 7“W Most Current Products 8 2200008 Introduction Growth Maturity
Slide 16: CMO Product Plan & Technology
CMO Product Plan & Technology CMO’s Product Plan - What is best size for UMPC - CMO UMPC Display Product line up CMO’s Technology Implementation - LED for thin & light - Polish & Chemical Etching - Power Consumption Reduction - Transflective for sunlight readable
Slide 17: How to Choose Your UMPC
How to Choose Your UMPC <5” 5” 6.5” 7” Yahoo! 5” U1 Sony- WSVGA Vaio UX1XN 1024x600 LED Win Vista Samsung-P9000 PBJ-SmartCaddie Samsung-Q1 LED CCFL CCFL Win XP Home Win XP Win XP OQO-02 Medion-RIM1000 AgoPC-ago7 ASUS-R2H Sodiff-KT WiBro LED LED CCFL CCFL LED Win Win Win Vista Win XP Win CE Yahin-US7
Slide 18: 7" is the Current Major Size
7” is the Current Major Size Diversified Size in the UMPC Market 2% 11% 2% 2% 2% 7% 5% 5% 13% 2% 47% 2% 7“W 3.7" 4.3" 4.5" 4.7" 5" 5.6" 6.5" 7" 8.4" 8.5" 8.9" 10" Source: CMO Marketing
Slide 19: Visual Acuity
Visual Acuity Human Eyes vs Pixel Size Optimal Pixel Size @UMPC Human Eye Cornea a Retina b d Υ Fovea c Image Formed Here Max d =50cm Iris Optic Nerve (To the Brain) Muscles Lens Optimal Pixel: For point acuity, the minimum visual angle Size=500mm/3438=0.1454mm is: Υ =1/60 degree, thus: Optimal pixe
Slide 20: Optimal Display for UMPC
Optimal Display for UMPC Considering Human visual view and Production Efficiency, CMO recommends below UMPC Display for different market. 5.6”W(800x480) for Smaller design UMPC market 7”W(800x480), 8.9”W(1280x768) for general UMPC market Optimal Pixel Size Production Efficiency Active Area Pixel Siz
Slide 21: The UMPC Product Line-up of CMO
The UMPC Product Line-up of CMO Size Size 2007 2007 ~~ 2008 2008 7”WVGA N070Y1 –T01 N070Y1 –L01 800x480 125g, 220nits 125g, 220nits 133ppi TTL, 2.6W LVDS MP: now MP: 2007Q4 8.9”WXGA N089XX 1280x768 250nits White LED 168ppi MP: TBD 5.6”WVGA 800x480 N056XX <100g, 250nits 166ppi White LED MP: TBD
Slide 22: CMO's Technology Implementation for UMPC
CMO's Technology Implementation for UMPC Solid LED Supply Chain Design for Thinner Panel Strong relationship with JP & Taiwan Glass Polish: for thinner & lighter glass LED supplier. Double COG design: for slim module design LED Backlight adoption in NB panels Thinner LGP: for thinner BLU design from
Slide 23: Conclusion
Conclusion: CMO is one total solution TFT-LCD display producer and supply high quality display for UMPC users. CMO suggests the optimal UMPC display is 5.6”W(800x480), 7”W(800x480) & 8.9”W (1280x768) CMO provides the essential technology features for UMPC - Thin & Light - Sunlight readable - Power S
Slide 24: THANK YOU
Headquarters CMO (Singapore) Pte Ltd. CMO Taipei Sales Office Chi Mel Optoelectronics USA, Inc. CMO Japan Co, Ltd, Chi Mel Optoelectronics UK Ltd. CMO Europe B.V. Chi Mei Optoelectronics Germany GmbH THANK YOU
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