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1 2018 04 6 02) OLED TV 2 OLED Mobile 2 TV . Mobile 2 IT/ 2018. 4. 5 2 OLED TV 2 OLED Mobile 2 TV . Mobile 2 3 4 8 9 10 12 20 21 Panel Shipment Fab Inventory LCD TV SCM China TV Sell-through watch(LCD TV) 2 3 Glass 4 6 18 1 17 4 2 , 3 , Twinstar Advanstrate . Advanstrate 3 . 2 .. 2018 5 . DNP Gen8 CF . 90% TV COA(Color on Array) . QD CF in cell . 4 3 4 Dongxu 17 4 18 3 Nitto . Back Light 2018 6 Micro LED.

2 Driver IC 2018 6 Fab . Sharp Fukuyama 8 .. FAB SMIC, Nexchip . Qual test 4 2 6,138 -TV , , - - . 3 ~4 . 3 - LCD . Set 4 . -2 . 3 . 2 . -5 LCD LCD : IHS, IBK : IHS, IBK LCD : IHS, IBK : 510152025 LCD TVMonitorNotebookTablet( ) (E)-20%-15%-10%-5%0%5%10%15%20% (%) ( ) LCD TVMonitorNotebookTabletYoY-40%-20%0%20%4 0% (%) ( ) SmartphoneYoY5 : IHS, IBK Shipment Maker I Shipment Maker LCD TV -. 2 1 2,060 . -. 3 2 2,325.

3 2 . -. Set 2 .. -. 2 32 . $60 -. Sharp: 17% . 60/70 . 10G . 3 .. 45 . 8G 32 . IT -. Innolux: 33% . Foxconn 32 . 50 20 . Gen 6 65/40 . 2 65 40 . 40 120 ~150 Tablet -. 2 1 1,671 . -. 3 2 -. 6 . 5 16~17M . -. 2 LGD, Sharp -. AUO: .. ~ -. Innolux: 66% . 7/10 . 2 2M : 17 7 . 4 ~ . Notebook -. 2 1 1,341 . -. 3 2 -. 2016 4 . 3 -. LGD.

4 TN . High End . ~ -. Innolux: . Dell . 6 ~ -. AUO: .. 2018 IPS 45% Monitor -. 2 1 1,066 . -. 3 2 -. 2017 2 . 6 11~12M . -. BOE: TN .. 3 300 . -. Innolux: .. Capa TV .. : . HP ~ . 6 ~ 6 Smart Phone Shipment 2 -SDC: AMOLED 6% . / . 6 . Galaxy S9 . -LGD: 29% 5M. -BOE: 18% 25M. / . 19% - / . 16:9 .. LTPS/AMOLED Smartphone Panel Shipment : IHS, IBK LCD & OLED (Mn) : IHS, IBK Panel makers Feb 2018 Mar (F) Apr (F) May (F) Jun (F) AUO BOE ChinaStar CPT HannStar InfoVision Innolux Japan Display LG Display Samsung Sharp Tianma -30%-25%-20%-15%-10%-5%0%5%10%15%20%25%0 204060801001201401601802017-122018-01201 8-022018-03(F)2018-04(F)2018-05(F)2018-0 6(F)(%) (Mn) SmartphoneMoM(R)YoY(R)7 OLED Shipment LGD -2 LGD TV -55 , 65 SDC -Tablet/Note book -2018 OLED.

5 -2019 LGD OLED TV OLED Tablet/Notebook : IHS, IBK : IHS, IBK OLED : IHS, IBK (000'Units) (000'Units) Total(R) ( ) ( ) 8 2 88%. 5 Fab 2 88%. 3 86% - -2 . 2 87~89% - .. -CHOT : 1 4K/ . 3 . -Skyworth/TPV . -50/58/32/65/70 -65/58, 70/50 MMG . : IHS, IBK : IHS, IBK 60%70%80%90%100%AUOBOECEC-PandaChinaStar InnoluxJapanDisplayLG DisplaySamsungMarket(%) (E)70%80%90%100%5G6G7G8G10 GMarket Total(%) (E)9 2 . -2 . - TV IT . IT 5 LCD ( ) : IHS, IBK : IHS, IBK LCD TV ( ) LCD IT ( ) : IHS, IBK ( ) TV panelsIT panelsOverall-10%-5%0%5%10%15%20%25%30%0 2,0004,0006,0008,00010,00012,00014,000 Jun-16 Oct-16 Feb-17 Jun-17 Oct-17 Feb-18 Jun-18(%) (1,000m2) TV panels(L)YoY(R)-30%-20%-10%0%10%20%30%40 %05001,0001,5002,0002,5003,000 Jun-16 Oct-16 Feb-17 Jun-17 Oct-17 Feb-18 Jun-18(%) (1,000m2) IT panels(L)YoY(R)10 LCD TV & LCD Monitor TV.

6 50 - 3 - TV Set - . 2 49 50 UHD . 3 - . : -3 . - . TV TV .. ( ) - Capa 6 . -Set - . 6 . -TV . LCD TV LCD : IHS, IBK : IHS, IBK -10%-5%0%5%10%15%Jan-16 May-16 Sep-16 Jan-17 May-17 Sep-17 Jan-18 May-18(%) 40-inch50-inch-6%-4%-2%0%2%4%6%Jan-16 May-16 Sep-16 Jan-17 May-17 Sep-17 Jan-18 May-18(%) LCD Notebook & LCD Tablet : - 3 2 . OEM . - OEM . - Set 2 . -IHS HD TN $ ~ , FHD IPS VESA $ ~ . FHD IPS narrow border, UHD $ Tablet: - LCD LCD : IHS, IBK : IHS, IBK -6%-4%-2%0%2%4%6%Jan-16 May-16 Sep-16 Jan-17 May-17 Sep-17 Jan-18 May-18(%) (%) MoM Summary -AUO: 2,028 ( ) -BOE: 3,870 ( ) -Chinastar: 3,079 ( ) -Innolux: 2,302 ( ) -LGD: 3,800 ( ) -SDC: 3,106 ( ) -SHARP: 825 (+ ) : 000 Units, % : IHS, IBK 3 01,0002,0003,0004,0005,000 AUOBOEC hinastarInnoluxLGDSDCSHARP(000' Units) AUO AUO SCM AUO SCM YoY : IHS, IBK : IHS, IBK - -Changhong - -Sony AUO SCM : IHS, IBK 0100200300400500600700800900 ChanghongHisenseSamsungSonyTPVO thers( ) (%) (%) ChanghongHisenseSamsungSonyTPVO thers14 BOE BOE SCM BOE SCM YoY : IHS, IBK.

7 IHS, IBK - - -LGE -Hisense -Skyworth BOE SCM : IHS, IBK 02004006008001,0001,2001,4001,6001,800 HisenseKonkaLGES amsungSkyworthSonyTPVO thers( ) (%) (%) HisenseKonkaLGES amsungSkyworthSonyTPVO thers15 China Star China Star SCM China Star SCM YoY : IHS, IBK : IHS, IBK - - -Skyworth -Hisense China Star SCM : IHS, IBK 02004006008001,0001,2001,4001,6001,8002, 000 HisenseSkyworthSamsungTCLO thers( ) (%) (%) HisenseSkyworthSamsungTCLO thers16 Innolux Innolux SCM Innolux SCM YoY : IHS, IBK : IHS, IBK - -Hisense 315% -Skyworth - Innolux SCM : IHS, IBK 02004006008001,0001,2001,4001,6001,800 HisenseLGES amsungSharpSkyworthTPVP anasonicOthers( ) (%) (%) HisenseLGES amsungSharpSkyworthTPVP anasonicOthers17 LGD LGD SCM LGD SCM YoY : IHS, IBK : IHS, IBK - -Konka -Skyworth -LGE LGD SCM : IHS, IBK 02004006008001,0001,2001,4001,6001,800 ChanghongKonkaLGES kyworthSonyTPVO thers( ) (%) (%) ChanghongKonkaLGES kyworthSonyTPVO thers18 SDC SDC SCM SDC SCM YoY : IHS, IBK : IHS, IBK - - -Hisense -TPV SDC SCM : IHS, IBK 02004006008001,0001,2001,4001,600 HisenseKonkaSamsungSonyTCLTPVV estelOthers( ) (%) (%) HisenseKonkaSamsungSonyTCLTPVV estelOthers19 SHARP SHARP SCM SHARP SCM YoY : IHS, IBK : IHS, IBK - - SHARP SCM.

8 IHS, IBK 0100200300400500600700800900 HisenseSharp( ) (%) (%) HisenseSharp20 TV (Top 5) 2 -SDC -LGD: -BOE -AUO: -Chinastar: -CEC-Panda: - TV -Skyworth LCD (Top 5) LCD (Top 5) : IHS, IBK : IHS, IBK LCD : IHS, IBK 01,0002,0003,0004,0005,0006,0007,0008,00 09, ( ) AUOBOECEC-PandaChinaStarInnoluxLG DisplayPanasonic LCDS amsungSharp05001,0001,5002,0002,500 AUOBOECEC-PandaChinaStarInnoluxLG DisplayPanasonicLCDS amsung( ) ,0001,5002,0002,5003,000 ChanghongHisenseKonkaSkyworthTCL( ) -3 Sell-through - - . 3 4 . - 2017 . -32 $120, Smart TV $150 -Top brand 55 4K $500. $400 -65 4K $1000 . Top Brand - 17% . 20% . -TV 7~8 Cooca 11%.

9 AI - 60/70 - EU . 2007 . UK . - . - . - . - , ( ) .. -32~43 - LCD Sell-through watch : IHS, IBK