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2017 From Technologies to MarketMicroLED Displays: Global Trends & Opportunities for Equipment and Material SuppliersFrom Technologies to MarketPicture: SonySEMICON EUROPAJean-Christophe ELOY -CEO -Yole D veloppement2 AGENDA PresentationofYoleD veloppement-FromTechnologiestoMarket WhatAreMicroLEDD isplays? MicroLEDC hallenges MicroLEDC ompetitiveLandscape MicroLEDA pplications OpportunitiesforEquipmentandMaterialSupp liers Conclusion 2017 | | MicroLED Displays3 Presentation of Yole D veloppementFrom Technologies to Market 2017 | | MicroLED Displays4A GROUP OF COMPANIESM arket, technology and strategy costs analysisTeardown and reverse engineeringCost simulation analysisPatent & Business operationsDue & Measurement ExpertiseR

2 AGENDA •Presentation of Yole Développement - FromTechnologies to Market •WhatAre MicroLED Displays? •MicroLED Challenges •MicroLED Competitive Landscape •MicroLEDApplications •Opportunities for Equipment and Material Suppliers •Conclusion ©2017 | www.yole.fr | MicroLED Displays

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Transcription of Picture: Sony - SEMI.ORG

1 2017 From Technologies to MarketMicroLED Displays: Global Trends & Opportunities for Equipment and Material SuppliersFrom Technologies to MarketPicture: SonySEMICON EUROPAJean-Christophe ELOY -CEO -Yole D veloppement2 AGENDA PresentationofYoleD veloppement-FromTechnologiestoMarket WhatAreMicroLEDD isplays? MicroLEDC hallenges MicroLEDC ompetitiveLandscape MicroLEDA pplications OpportunitiesforEquipmentandMaterialSupp liers Conclusion 2017 | | MicroLED Displays3 Presentation of Yole D veloppementFrom Technologies to Market 2017 | | MicroLED Displays4A GROUP OF COMPANIESM arket.

2 Technology and strategy costs analysisTeardown and reverse engineeringCost simulation analysisPatent & Business operationsDue & Measurement ExpertiseResearch & 2017 | | MicroLED Displays5 display ACTIVITIES: RECENT REPORTSOff the shelf reports and custom :Visit: 2017 | | MicroLED Displays6 display ACTIVITIES: COST MODELING, TEAR DOWN ANALYSIS AND REVERSE COSTINGCost Simulation Tools 2017 | | MicroLED Displays7 What Are MicroLEDD isplays? 2017 | | MicroLED Displays8 LCD VS EMISSIVE DISPLAYSLCDI llustrations: IgnisTechnologyEmissive ( : OLED)EncapsulationLCDL ight is generated by an LED backlight and goes through a matrix of liquid crystal light switches and colour filtersconstituting the individual sub-pixel is a tiny light emitter which brightness can be individually controlled 2017 | | MicroLED Displays(transistor matrix)9 WHAT IS A MicroLEDDISPLAY?

3 Selfemittingdisplays(justlikeOLED)thatus eindividual, , Green, Blue LED EpiwafersChip singulationSorting and Pick and place + hybridization/connection to the transistor matrix that controls individual pixels 2017 | | MicroLED Displays10 POTENTIAL MICROLEDBENEFITS Low power consumption. Perfect black + high brightness = High Dynamic Range (contrast). Wide color gamut. Long lifetime, environmental stability. High Resolution/Pixel density. Fast refresh rates. Wide viewing angles. Curved/flexible backplanes.

4 Integration of sensors within the display and wearablesVirtual realityLarge video displaysTVSmartphonesLaptops and convertiblesAutomotive HUDA ugmented/Mixed RealitySonyLGSamsungHPBMWM icrosoftOculusAppleTabletsAcerMicroLED TV prototype ( sony , CES 2012) 2017 | | MicroLED Displays11SO, THIS IS IT?Do we have the best display technology ever? 2017 | | MicroLED Displays12 Challenges 2017 | | MicroLED Displays13 MICROLED display MANUFACTURING CHALLENGESLED DisplaysLED Technology (epitaxy, chips)

5 Massively Parallel and High Accuracy Pick and Place TechnologiesLight extraction and beam shapingColor ConversionBackplane hybridizationDefect Management & TestingSupply ChainMultiple challenges need to be tackled to enable the LED display opportunityWhile very promising in terms of performance, there are still multiple manufacturing challenges that need to be addressed to enable cost effective, high volume manufacturing of LED Displays. 2017 | | MicroLED Displays14 MICROLEDDISPLAY ASSEMBLY4K display (TV, ): million LED chips Traditionalpickandplaceequipment~1000hou rs Smallchiphandling(<10 m)?

6 Accuracy?Need for technologies to handle 1000 s chips simultaneously! 2017 | | MicroLED Displays15 DEFECT ppmCombined Defect Rate(in ppm) LED YieldTransfer YieldEpitaxy + chip manufacturing: dead or dim LED not properly picked or placed, or faulty connection to the TFT: missing, dead, or always-on high-end displays are guarantied zero defects 2017 | | MicroLED Displays16 SUPPLY CHAINLED Makers LED epitaxy. Small diameter wafers 4 to 6 Cleanroom class 10,000 at best Produce components / chips Fab CapEx<$500 MMass transfer, assembly, test technologies No commercially available equipment.

7 No supply established yet!Large scale LED displays manufacturing?Bringing together disparate technologies and and technology chasmDisplay Makers TFT backplanes + LCD/OLED frontplanes Large substrates (1 to 10 m2) Clean room class 100 -1000 Semi-finished products (panels) Typical fab CapEx for large players: $5 to $10 Billions. 2017 | | MicroLED Displays17 Competitive Landscape 2017 | | MicroLED Displays18 MICROLED PLAYERS -A LOT OF SMART PEOPLE WORKING ON ITIncreasing activity from all types of companies: display makers, LED makers, semiconductor companies, start of applicationsYear of applicationPatentsPatent familiesGranted patentsPatent activity in the field of MicroLED1,570+ patents (500+ patent families*), including 680+ granted patents and 690+ pending patent applicationsNote.

8 Duetothedelaybetweenthefilingofpatentsan dthepublicationsbypatentoffices,usually1 8months, of priority patentsInnovation triggersFirst wave of patent extensionsThe second wave of patent filings combined to an increase of patent extensions worldwide is an indication of the technology maturityCREEUS6410942 (granted)Arrays of interconnected LEDs with individual sizes of less than 30 m. The purpose of the invention was to improve light extraction per unit surface48%CAGR2009-2014*Apatentfamilyisa setofpatentsfiledinmultiplecountriesbyac ommoninventor(s) of priority patentsKansas State UniversityUS6410940 (granted)GaN microdiskLED with 12 mdiameter and 50 mpitch 2017 | | MicroLED Displays19 Applications 2017 | | MicroLED Displays20 HOW DO WE FORECAST?

9 Performance,features Technologyrequirements Costrequirements Incumbenttechnologies 2017 | | MicroLED DisplaysFor each application: SWOT analysis applications roadmap adoptions rates forecast21 Supply ChainTechnologyPerformanceSMARTWATCHES: THE LOW HANGING FRUIT?Differentiating improvement in power amount of pixels + high PPI = low cost~low volumes / low capexDoug MarshallGetting there 2017 | | MicroLED Displays22 Supply ChainTechnologyCostPerformanceAUGMENTED / MIXED REALITY: A POTENTIAL KILLER APPMost AR/VR HMDs feature a darkened shield to reduce the amount of ambient <<$ ,canbeaddressedbysmallercompany,wellfund edstartup 2017 | | MicroLED Displays23 WHAT S HAPPENING IN THE SHORT TERM?

10 Finalize technology developmentSet up supply of dedicated equipmentTest and ramp upFirst high volume consumer products2017201820192020 More high volume consumer products ?2021 Niche product only (where LED performance are highly differentiating)Remaining technical and manufacturing challenges prove to difficult to overcome. LED remain too expensive & difficult to manufacture for high volume consumer applications, and or incumbent technology keep improving too fast Crash and burn: no LEDs displays?


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