1-03 Linda Lin - 台湾のディスプレイメーカーの戦略と地政学の影響によるグローバ

第45回ディスプレイ産業フォーラム | 45th Display Japan Forum
2023年7⽉27⽇〜28⽇ | オフラインにて開催 | July 27-28, 2023 | In-person Event
Taiwan Display Makers'

Strategy and global OEM
supply chain change with
geopolitics impact
Linda Lin 林筱茹
Senior Principal Analyst,
Tablet and Notebook Display and OEM
07|27-28|2023
Agenda
• Taiwan maker’s display business outlook
• Global OEM supply chain change by geopolitics impact
• The opportunity of Taiwan display makers in the future
Page 2 Copyright © 2023. All rights reserved. Informa Tech, a trading division of Informa PLC
2023年1⽉30⽇〜31⽇ | バーチャル形式にて開催 | January 30-31, 2023 | Virtual Event
Taiwan maker’s
display business
outlook
Taiwan display maker’s market share gradually drops in each applications
Taiwan panel maker’s market share in TV, Monitor and IT applications

50%
45%
40%
35%
30%
25%
20%
15%
10%
5%
0%
2Q23( 3Q23( 4Q23(
1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 3Q19 4Q19 1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23
F) F) F)
TV 23% 25% 24% 25% 24% 24% 23% 23% 21% 24% 22% 22% 22% 21% 21% 20% 19% 19% 16% 19% 21% 21% 20% 18%
Monitor 36% 36% 36% 36% 36% 34% 32% 33% 26% 30% 29% 28% 30% 30% 30% 27% 24% 24% 23% 24% 24% 24% 21% 17%
IT 41% 44% 45% 40% 37% 40% 39% 37% 36% 40% 39% 40% 38% 38% 37% 35% 34% 32% 25% 28% 31% 35% 35% 32%
Mobile phone 24% 23% 23% 19% 19% 14% 14% 17% 18% 19% 17% 15% 15% 17% 16% 15% 20% 15% 16% 16% 11% 12% 13% 12%
Automotive 24% 24% 25% 25% 20% 24% 24% 24% 22% 24% 22% 23% 21% 22% 20% 20% 18% 20% 19% 19% 19% 21% 20% 20%
Remark: IT panel included notebook and tablet applications. Mobile included feature phone and smartphone applications.
Source: Omdia © 2023 Omdia
Taiwan panel maker’s business plan in 2023
Taiwan panel maker’s shipment plan by applications (unit: Million)

Application Makers 2020 2021 2022 2023(F) YoY(F) Summary for 2023
AUO 19.7 17.8 14.3 14 -2% Target on China lower tier customers and small size TV.
TV
Innolux 42 38 36.7 37 1% Sustaining market share from top tier brands
AUO 25.9 30.3 22.5 23 2% VA for entry level market and IPS for premium/gaming market
Monitor
Innolux 20.9 20.2 15.6 14 -10% Convert TN/VA to IPS monitor more in 2023/2024
AUO 49.3 60.1 41.3 38 -8%
Notebook Innolux 49.2 58.2 41.3 36 -13% Suffering by slow PC market demand
HannStar 1.0 3.2 0.59 0.5 -15%
AUO 15.9 6.7 0.93 2 115% Unstable tablet business
Tablet Innolux 42.3 54.6 38.9 47 21% Focus on non-tablet market
HannStar 39.9 28.9 21.8 32 47% Work with tablet brand
AUO 64.6 40.7 43.8 48 10% After service market only
Mobile Phone Innolux 137.0 150.6 136.2 135 -1% Glass business for white-box makers and after market service
HannStar 269.0 253.5 199.6 185 -7% Glass business
AUO 19.6 23.0 21.9 23 5% Expanding beyond car displays to focus on mobility solutions
Automotive Innolux 14.9 17.0 16.4 16.2 -2% Seeking partner in the auto industry for a complete solution
HannStar 3.2 6.4 4.6 5.8 26% Plans more than 25% revenue share of HannStar in 2023
The Revenue share by application of Taiwan panel makers

Automotive and Signage increasing TV and Automotive increasing 6.06”-10.4” Automotive and Tablet increasing
AUO’s revenue share by application Innolux’s revenue share by application HannStar’s revenue share by display size
100% 100% 100%
90% 20% 21% 23% 90% 90%

25% 25% 29%
32% 35% 34%
80% 80% 80%
8% 8%
8% 8% 20% 22% 22%
70% 9% 70% 70%
13% 11%
14% 12%
60% 17% 60% 13% 60%
28% 28% 17% 17% 10% 12%
29%
50% 33% 33% 50% 19% 19% 23% 50%
24% 58%
34% 37% 28% 46% 59% 67% 59% 61%
40% 40% 27% 27% 31% 40%
28% 24% 23% 53% 56% 59%
30% 30% 30%
20% 20% 20%

32% 36% 32%
10% 10% 18% 17% 18% 19% 16% 19% 10%
0% 0% 0%
1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23
TV Monitor Notebook TV Monitor
Automotive PID and others Notebook Automotive 11" and above 6.06"-10.4" 6" and below
Mobile and others
Source: AUO, Innolux and HannStar financial report © 2023 Omdia
AUO Group
Fab/Plant Smart Mfg. Industrial hardware Digital transform
operation service consulting service service @Suzhou service
Medical ERP
Digital signage for solution MLCC, Peripherals,
Education market Inductor, Bead
Smart Intelligence
Healthy service Polarizer,
Total solution provider optical film
PID total solution provider Industrial display and
Sm
for retail, broadcasting
Public display, Bar type
ar
Digital Signage – LCD Module : Industrial,
t
display (TARTAN) Vehicle, Outdoor Digital
display & System
re
Signage, Medical
ta
Backlight, components, Metal,
il
Content provider
Mechanical parts, Frame, Bezel, Monitor, projector,
EPD system, LCD TV set system LCD TV, Digital
signage,
IC Design house Display Solution
Driver IC, T-con, Power IC OEM
Provider
System Monitor, Automotive,
LED, Mini LED Epi, Industrial digital,
Chip and Package Material OEM/ODM
LCD Color Resist, Photo

Joint venture Industrial PC,
Resist, Polyimide, PI Coat,
Spacer, OLED materials Solar Wafer imbedded system
Mini LED
7.7% share 30% share
Chemicals Joint venture

In-vehicle computing system , Industrial PC, Medical PC
Source: Omdia automotive display system © 2023 Omdia
AUO is restructuring Gen 6 and below fab for emerging technology

AUO display fab design capacity and future planning (K sheets/month)
Fab Gen Application Tech 1H22 2H22 1H23 2H23(F) 1H24(F) 2H24(F) Remark
Technology
L3C 3.25 LCD a-Si Forecasted to be maintained (25K/M) • R/D line, industry and automotive. LCD a-Si
• OLED RD line and small OLED wearable panel production here. OLED/LCD LTPS
L3D 3.25 OLED LTPS Forecasted to be maintained (5K/M)
• Considering to develop Micro LED in the future. Micro LED
L4A 4 LCD a-Si 31 31 31 31 31 21 • Automotive mainly. LCD a-Si
• Producing industrial and automotive products mainly.
L4B 4.5 LCD LTPS 34 34 20 20 ? ? • Considering moving part of equipment to another side for Micro LED
developing, then it may be shut down in the future.
L5A 5 LCD a-Si 70 70 70 - - - • Considering for MicroLED RD or system integration fab in the future.
L5B 5 LCD a-Si Forecasted to be maintained (50K/M) • Reduce NB production and transfer to Touch on-cell business.
L5C 5 LCD a-Si Forecasted to be maintained (135K/M) • Monitor and Notebook
LCD a-Si
L5D 5 LCD a-Si Forecasted to be maintained (87K/M) • Tablet and others
L6A 6 LCD a-Si Forecasted to be maintained (140K/M) • Monitor and Notebook
L6B 6 LCD a-Si Forecasted to be maintained (131K/M) • Under discussion for Micro LED development in the future LCD LTPS
• No expanding plan after 2023, NB takes around 30K/M capacity Micro LED
L6K 6 LCD LTPS 30 37 37 37 37 37
• The new 10K equipment may plan to move to Gen 6 fab in Taiwan LCD LTPS
L7A 7 LCD a-Si Forecasted to be maintained (90K/M) • TV
L7B 7 LCD a-Si Forecasted to be maintained (81K/M) • Investing copper capacity for high frame rate larger size TV
L8A 8.5 LCD a-Si Forecasted to be maintained (48K/M) • TV and Monitor LCD a-Si
L8B 8.5 LCD a-Si 102 102 122 122 122 122 • Planning 10K/M capacity for IPS NB/MNT from 2H’23
Source : Omdia © 2023 Omdia
AUO’s Micro LED technology for Laptop and smartwatch

World’s highest PPI foldable World’s first 17.3” transparent display 1.39” Ture circle Micro LED display for
AM Micro LED display for laptop with wide-range tunable transparency smartwatch (LTPS backplane)
14.6” Foldable Micro LED display 17.3” Transparent Micro LED display + Black Switch 1.39” Ture circle Micro LED smartwatch
• Resolution: 2560x1440 (220 ppi) • Resolution: 1280x720 • Resolution:454xRGBx454
• Brightness: >1,000 cd/m2 • LED type: RGB/ Flip Chip • Ultra high pixel density (326 ppi) and brightness
• Color gamut: > 100% NTSC • Pixel Pitch: 0.3mm (up to 3000 nits)
• LED size: < 30 𝜇𝑚 • Brightness: >1,000 cd/m2 • Brightness: Normal Mode:1000 cd/m2
• Folding Radius: 4mm • Color gamut: > 110% NTSC • Color gamut: > 110% NTSC
• Viewing Angle: 179°/179°/179°/179° • Transmittance: >50% (Maximum)/ <2.5% (Minimum) • Viewing Angle: 179°/179°/179°/179°
• Haze: <4% • LED size: < 30 𝜇𝑚
Source: Omdia analyst photo, Touch Taiwan 2023 © 2023 Omdia
Innolux targets for “More Than Panel” business in the future

Material and Technology Panel Solution provider
Medical-Xray and related machine (2019)
Polarizer (2005)
Focus on user experience

with different scenario in
Driver IC(2018) potential markets Automotive (2020)
(2003)
Film, Photoresist,
PMMA, Diffuser (1960)
Mini LED technology(2021)
Group company- Group company-

LED package decision support function
in Foxconn group Limited Synergy
Innolux mainly focus on LCD a-Si technology

Technology
Fab Gen Application Tech 1H22 2H22 1H23 2H23(F) 1H24(F) 2H24(F) Remark
Fab 1 3.25 LCD a-Si 55 55 55 55 55 55 • Small size and others
Fab 2 4 LCD a-Si Forecasted to be maintained (82K/M) • Small size and others
LCD a-Si
Fab 3 5 LCD a-Si Forecasted to be maintained (115K/M) • NB and others

Fab 4 5.5 LCD a-Si 160 160 160 160 - - • Shut down in 2024, move to Fab 5, Fab 8 or T2
LCD Oxide
Fab 5 5 LCD a-Si/Oxide Forecasted to be maintained (180K/M) • NB and high-end Monitor
Fab 6 6 LCD a-Si Forecasted to be maintained (240K/M) • TV mainly
Fab 7 7 LCD a-Si Forecasted to be maintained (130K/M) • TV mainly
• Monitor and TV
Fab 8 8.5 LCD a-Si Forecasted to be maintained (70K/M)
• Testing IPS IT panel in 2H’23, planning 5K/M
Fab 8B 8.6 LCD a-Si 45 50 50 50 50 50 • TV mainly
LCD a-Si
T0 4.5 LCD a-Si 40 40 40 40 40 40 • Industry and CE

T1 5 LCD a-Si Forecasted to be maintained (70K/M) • Tablet and CE
T2 6 LCD a-Si Forecasted to be maintained (120K/M) • Tablet, mobile and CE
• Micro LED developing LTPS Micro LED
T3 3.25 LCD LTPS Forecasted to be maintained (60K/M)
• 10% for automotive
T6 6 LCD LTPS Forecasted to be maintained (30K/M) • 50% NB, 45% mobile, 5% automotive LCD LTPS
Source : Omdia © 2023 Omdia
Innolux- Micro LED display for IT and Wearable display application
34.6” Color-conversion 1.1” RGB Micro LED wearable display

• Backplane: LTPS
• Display size: 34.6” (12.3”, 12 pieces)
• Resolution: 1920x1080 (229 ppi)
• LED Color: Monochrome Blue
• LED size: 20x40 𝜇𝑚
• Contrast: 8000:1
• QD color conversion
9.6” Micro LED display for IT application
• Backplane: LTPS
• Resolution: 1920x1080 (229 ppi)
• LED size: <40 𝜇𝑚
• Pixel Pitch: 1.27 mm
• Brightness: >300 cd/m2
• Color gamut: 115% NTSC
Source: Omdia analyst photo, Touch Taiwan 2023 © 2023 Omdia
HannStar focusing on automotive and industry applications in 2023

HannStar Glass Input share by application (%)
Capacity share 2021 2022 2023(F)
Tablet 30% 30% 22%
NB 10% 5% 3%
Mobile 2% 23% 20%
Automotive 12% 12% 25%
Wearable/ Industry 46% 30% 30%
HannStar panel shipment share by quarter (%)

50%
40%
30%
20%
10%
0%
1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23(F)
Tablet 9.9% 16.7% 13.1% 16.8% 12.9% 10.8% 7.4% 9.7% 9.9% 9.4% 6.8% 6.9% 6.2% 12.0%
NB 0.3% 0.3% 0.6% 0.6% 1.4% 0.6% 1.5% 1.0% 0.2% 0.3% 0.2% 0.4% 0.2% 0.2%
Mobile 11% 10% 11% 8% 9% 10% 9% 8% 12% 6% 8% 9% 4% 5%
Automotive 1.7% 1.9% 1.1% 1.3% 2.2% 2.7% 2.6% 2.3% 1.6% 2.0% 2.1% 1.8% 2.1% 2.3%
Global OEM supply

chain change by
geopolitics impact
TV and IT applications
Geopolitical tensions and protectionism reshape TV production capacity in China, and China share
of global TV capacity, Million units/month
supply chain though the role of China for TV 25 65%
manufacturing – BMS production, can’t be replaced
TV production capacity (millions of units), monthly
China share of global TV capacity (%)

TV production site and capacity landscape in China 20
• China TV manufacturing capacity (much 60%
Hisense TCL Skyworth
Qingdao : 1,100K/M Huizhou : 1,700K/M Shenzhen : 550K/M
concentrated in the area of Guangdong and
Guiyang : 160K/M Chengdu: 270K/M Guangzhou: 400K/M coastal provinces) increased a lot after 2010
Jiangmen :500K/M Neimeng :250K/M Neimeng : 200K/M and the production capacity shared peaked in
2019 but started to trend down because of 15
Nanjing : 200K/M
the China-US trade war tensions intensified.
Konka Changhong TPV
Dongguan : 300K/M Mianyang : 610K/M 55%
Fuqing : 150K/M
Anhui: 400K/M Zhongshan: 420K/M Xiamen : 600K/M • The available TV production capacity in China
Kunshan : 300K/M Guangyuan : 70K/M Qingdao :300K/M reached the peak in 2020 when there was 10
Beijing: 200K/M surge of the global TV demand during the
MTC KTC Xianyang: 330K/M pandemic, but the share of China-made TVs
Shenzhen : 835K/M Huizhou : 800K/M continued to decline as some TV makers
shifted some production capacity to outside 50%
HKC BOE VT Foxconn China to avoid higher tariff and China 5
Wuhan : 600K/M Wuxi : 120K/M Nanjing : 300K/M lockdown issues.
Hefei: 350K/M Foshan : 60K/M
Innolux Beijing : 10K/M Yantai :360K/M
Foshan : 370K/M • In 2022, the available China TV capacity and
Caixun Ruixuan Sony
the share of global TV capacity declined due 0 45%
Shenzhen : 370K/M Guangzhou : 170K/M Shanghai : 175K/M to the slow demand and there were more Y2010 Y2019 Y2020 Y2022
production capacity shifted to TV makers’
SQY JPE overseas manufacturing sites as the concerns
Shenzhen : 170K/M Zhuhai : 170K/M of geopolitical arose. *TV capacity is based on the available production capacity
Source: Omdia © 2023 Omdia Source: Omdia © 2023 Omdia
Tariff issues matter …but operational efficiency (incl inbound/outbound

logistics, container port capacity,) in regional TV production is more critical
TV set tariff - from China toChina
From regional markets TV set tariff - from Vietnam to regional markets
From Vietnam TV set tariff - from Mexico to regional markets
From Mexico
35%
35% 35%
In 2017, EVFTA proposed Tariff in India can 30%

30% 30% timeline for tariff on TV be refundable
products shipping from with conditions
Vietnam to Europe 25%
25% 25%
• FY 2018: 11.6%
• FY 2019: 9.3%
• FY 2020: 7.0% 20%
20% 20%
• FY 2021: 4.6%
• FY 2022: 2.3% 4.6%
• FY 2023: 0% 4.6% 15%
15% 15%
• FY 2024: 2.3% (?)
• FY 2025: 0% (?)
10% 10%
10%
5% 5% 5%
0% 0% 0%
Peru
Columbia
Cuba
Paraguay
Costa Rica
Uruguay
Brazil
Argentina
USA/Canada
Panama
Chile
Dominica
EU
Russia
USA/Canada
ASEAN
India
EU
Russia
USA/Canada
ASEAN
India
Source: Omdia © 2023 Omdia Source: Omdia © 2023 Omdia Source: Omdia © 2023 Omdia
Nearby China, South-East Asia is potential for PC OEM location
Europe South-East Asia Latin America

Czech Slovak Vietnam
• Wistron(CE) • Foxconn (CE) • Compal(NB)
• Inventec (CE) • Wistron(NB)
• Foxconn (CE) • Quanta(NB)
• Foxconn(NB)
Thailand Mexico
• Pegatron(CE)
• Quanta(CE) • Quanta(NB)
• Inventec(CE)
• Foxconn
Hungary
Philippine • Pegatron
• Foxconn (CE) Brazil
• Wistron(IoT) • Wistron
• LCFC (PC)
• Inventec(NB) • Compal (NB)
• Compal • Foxconn(mobile)
• CE and PC server related product • Location benefit, easily move material from China • Automotive product mainly
mainly • Incentive for IT business investment • Expanding capacity
continuously for USA market
Considering geopolitics risk, OEM makers also considering a new

manufacture location in Vietnam now
• Based on currently Dell’s NB project transition from China to Vietnam, the PC OEM cost quotation in Vietnam is same as China factory now. Most of OEM component suppliers do
not increase the price to Dell. They seems all affording the transportation cost by themselves rather than charge to Dell.
• After 2025, Compal and Wistron may reduce OEM capacity in China.
Notebook OEM maker’s factory capacity and location (capacity: thousand/month)

OEM makers Country City Application NB OEM Capacity(K/M) Remark
China Shanghai NB 1,000 Apple business mainly
Quanta China Chongqing/Changshu NB 4,000/1000 All customers
Vietnam Honoi NB - 2H’24 or 2025 MP
China Chengdu NB 2,000 All customers
Wistron
Vietnam Honoi NB 300K/M in 2Q’23 for Dell 500K/M in 2H’23 and target 1 million per month in 2024
China Chongqing NB 2,000 HP business mainly
Inventec Taiwan Taoyuan NB 200 Specific model mainly
Vietnam Honoi CE - Microsoft and google smart speaker business first
China Suzhou NB 1,000 Asus business mainly
Pagatron
Vietnam Honoi NB 50K/M Kick off for Microsoft model first
China Kunshan NB 4,000 All customers
China Chengdu/Chongqing NB 700/600 Dell and Acer business mainly
Compal
150K/M in 1Q’23; target 1M in 2H’23, another 2 new factory is planning in Vietnam now.
Vietnam Honoi NB
500K/M in 2Q’23 for Dell Compal’s factory in Vietnam can have 3 million OEM capacity in the future.
China Chengdu NB 1,500 Apple business mainly
Foxconn
Vietnam Honoi NB/Tablet - Planning to move MacBook in the future
LCFC China Anhui NB 3,000 Lenovo business mainly
New PC OEM location in the world compares with China

Region Asia America Europe
Country China Vietnam Mexico Czech
Not ready yet
PC Supply Chain Cluster Great Not ready yet Not ready yet
gradually competing
Labor Cost Good Great Normal Bad
Energy Cost Great Great Good Bad
Assembly lines Old New New New
Assembly efficiency Great To be improved To be improved To be improved
Labor management Great Good Difficult Difficult
Government support Normal Better Better Normal
Subsidy Normal Better Better Normal
Average Score
The opportunity of
Taiwan display
makers in the future
Taiwan maker’s OP margin in 2H’22 met lowest ratio after 2018
Inventory burden Lose money Control and Review cost Find the Niche
Operating profit margin of Taiwan panel maker Quarterly average fab loading rate of Taiwan panel maker
50% 100%
40% 90%
80%
30%
70%
20%
60%
10% 50%
0% 40%
1Q18
2Q18
3Q18
4Q18
1Q19
2Q19
3Q19
4Q19
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
-10% 30%
20%
-20%
10%
-30%
0%
-40%
3Q23(F)
1Q18
2Q18
3Q18
4Q18
1Q19
2Q19
3Q19
4Q19
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
-50%
AUO HannStar Innolux AUO HannStar Innolux
Source: Omdia © 2023 Omdia Source: Omdia © 2023 Omdia
Taiwan panel makers integrate display and service for niche markets
•
RE-organization
Fab restructure
Internal Find potential market
• Automotive
•
•
Display BU downsizing
non-display BU establish Review External • Medical
and expanding
Control Display
• Signage
Technology NEXT
• IPS for IT panel
• Mirco LED for future display
From panel supplier
to service provider in
Cost Control many fields.
• Fab loading rate • System integrator
• Inventory • Content provider
Thank You!
＊資料の扱いに関して
本イベントでお渡しする資料は御社内にてご活⽤ください。Omdiaがイベント内で提⽰した情報に関して第三者が閲覧
する資料への引⽤（複製、改変、掲⽰、配布、サイトへの転載などを含む）などはお控えください。
Linda.Lin@omdia.com
@OmdiaJapan
@Omdia_Japan
Thank you
Disclaimer
The Omdia research, data and information referenced herein (the “Omdia Materials”) are the copyrighted property of Informa Tech and its subsidiaries
or affiliates (together “Informa Tech”) or its third party data providers and represent data, research, opinions, or viewpoints published by Informa Tech,
and are not representations of fact.
The Omdia Materials reflect information and opinions from the original publication date and not from the date of this document. The information and
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Omdia Materials are delivered on an “as-is” and “as-available” basis. No representation or warranty, express or implied, is made as to the fairness,
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＊資料の扱いに関して
本イベントでお渡しする資料は御社内にてご活⽤ください。Omdiaがイベント内で提⽰した情報に関して第三者が閲覧
する資料への引⽤（複製、改変、掲⽰、配布、サイトへの転載などを含む）などはお控えください。

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第45回ディスプレイ産業フォーラム | 45th Display Japan Forum

2023年7⽉27⽇〜28⽇ | オフラインにて開催 | July 27-28, 2023 | In-person Event

Taiwan Display Makers'

Taiwan display maker’s market share gradually drops in each applications

Taiwan panel maker’s market share in TV, Monitor and IT applications

Taiwan panel maker’s business plan in 2023

Taiwan panel maker’s shipment plan by applications (unit: Million)

The Revenue share by application of Taiwan panel makers

90% 20% 21% 23% 90% 90%

20% 20% 20%

LCD Color Resist, Photo

Chemicals Joint venture

AUO is restructuring Gen 6 and below fab for emerging technology

AUO’s Micro LED technology for Laptop and smartwatch

Innolux targets for “More Than Panel” business in the future

Focus on user experience

Mini LED technology(2021)

Group company- Group company-

Innolux mainly focus on LCD a-Si technology

Fab 3 5 LCD a-Si Forecasted to be maintained (115K/M) • NB and others

T0 4.5 LCD a-Si 40 40 40 40 40 40 • Industry and CE

Innolux- Micro LED display for IT and Wearable display application

34.6” Color-conversion 1.1” RGB Micro LED wearable display

Source: Omdia analyst photo, Touch Taiwan 2023 © 2023 Omdia

HannStar focusing on automotive and industry applications in 2023

HannStar panel shipment share by quarter (%)

Global OEM supply

manufacturing – BMS production, can’t be replaced

TV production capacity (millions of units), monthly

China share of global TV capacity (%)

Tariff issues matter …but operational efficiency (incl inbound/outbound

In 2017, EVFTA proposed Tariff in India can 30%

Nearby China, South-East Asia is potential for PC OEM location

Europe South-East Asia Latin America

Considering geopolitics risk, OEM makers also considering a new

Notebook OEM maker’s factory capacity and location (capacity: thousand/month)

New PC OEM location in the world compares with China

Government support Normal Better Better Normal

Subsidy Normal Better Better Normal

Taiwan maker’s OP margin in 2H’22 met lowest ratio after 2018

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