Next Generation TV Panels: New Technologies, Features and Market Impact 2019

Next Generation TV Panels: New Technologies, Features and Market Impact

Market and Technology Report 2019

About the authors: P3 Narrow Band Phosphors, Notch Filters, Others P90 Context & Objective: P4 Quantum Dot Color filters (QDCF) P96 Executive Summary: P8 o Challenges, Status o SWOT analysis Forecasts: MiniLED Backlights P101 o 2018-2025 TV size breakdown, Panel Area, features (8K, HDR, Wide Color Gamut, Large Panels) o Dimming zones and Number of LEDs o 2018-2023 TV Panel Capacity by Fab Generation, by Region, by Company, by o Local Dimming Challenges Technology o How many miniLEDs? o TV Panel Supply Vs Demand 2018-2023 o Assembly Major Panel Maker strategy: Samsung, LG, CSOT, BOE, AUO, Innolux/Sharp o Supply Chain / key players o SWOT Analysis Glossary: P57 Dual Cell LCD P117 The Quest for Improved Display Visual Experience P62 o Cost o Advanced TV Features o Power Consumption o Volume and Revenue by Price Band o SWOT Analysis Emerging Technologies Overview P69 OLED P126 o LCD and OLED o RGB OLED o Evolution o White OLED o New Self Emissive Technologies o Top Emission / Bottom Emission Quantum Dots Films o OLED Materials P78 o Ink Jet Printed RGB OLED. o Overview, quantum dots - benefits o Inkjet Printing Tools for Display Manufacturing o Implementations, Film Structure and Requirements o Inkjet Printing Potential Cost Benefits o Perovskites o RGB Inkjet vs WOLED Evaporation Process comparison o SWOT Analysis o Focus on JOLED o QD Film Supply Chain o OLED Roadmap o RGB OLED SWOT Analysis

QD-OLED. P143 Synergies Between Emerging display Technologies P182 • From QD Color Filters to QD OLED • Quantum Dot Patterning • Benefits and Challenges • Inkjet Printing • SWOT Analysis • Alternative to Inkjet Printing: Organic Vapor Jet Printing Panel Makers’ OLED Strategies P147 • TFT Backplane • Capex comparison Electroluminescent Quantum Dots P150 • Emerging TFT: PLAS • RGB EL-QD versus OLED Emerging Display Features P190 • Materials • Large Panels • Other Challenges • 2017-2025 TV Size Breakdown Forecast • Hybrid OLED / EL-QD • TV Size Vs Price • SWOT Analysis • 2018-2023 TV Panel Capacity Forecast by Fab Generation, Region, MicroLED P159 Company • MicroLED displays • Generation 8 Substrates Cuts • Benefits • Generation 10.5 Substrate Cuts • Assembly • List Of G10.5 Fabs • Challenges • Options For Large Panels (65” and above) • Major Manufacturing Technology building blocks • Generation 8 Multi-Mode Glass Cut • Die Size • Focus on 65” and 75” Panels • Major Types of MicroLED Assembly and Transfer Processes • Impact on Legacy G5 to G8 fabs • Technology Trends and Status • Key Players’ Manufacturing and Capex Strategies • Time Evolution Of Patent Publications • Focus: LG Display and Samsung. • Major Players By Technology Node • Escaping the Large Panel Fab Conundrum: MicroLED Modular TV • Supply Chain: Overview, Requirement, Scenarios • Modular MicroLED TV With MicroDriver Ics • SWOT Analysis • Modular MicroLED TV on TFT Backplane • Supply Chain Disruption

TV Resolution P223 High Dynamic Range (HDR) 267 • Panel size, Viewing Distance and field Of View • Angular Resolution • Viewer’s Preference • Is 8K Needed? • UHD Alliance Requirements • Current Challenges for 8K: Building the Plane While Flying? • 8K Challenges for LCD: Power Consumption, TFT and Drivers • Transfer Function • 8K Challenges For OLED: Top and Bottom emission • Tone Mapping - Signal Delivery • 8K Challenges for MicroLED • Major HDR Delivery Standard • 8K Adoption Trends • 2018-2025: TV Panel Resolution Forecast, 8K Breakdown by Panel • HDR Ecosystem Size. • Panel Makers’ 8K Technology Roadmaps • Challenges for Displays • Conclusions • OLEDVS LCD The Better Pixel P245 • HDR and HDR Compatible Wide Color Gamut (WCG) P249 • 2018-2025 HDR TVVolume Forecast • UHD Alliance Requirements • Color Volumes The Better Pixel: Discussion P284 • Emitters and Color Gamut (OLED, QD, Phosphors…) • Contrast or Color? • WCG Technology Benchmark • OLED Resonant Micro-Cavity • The Best of Both Worlds? • Performance of Commercially Available TV (2019) • OLED and LCD • Quantum Dot Film Price Evolution • Emerging Self Emissive Technologies • Quantum Dot Film and Narrowband phosphor Adoption • 2018-2025 WCG Technology Breakdown Forecast • Technology Roadmap for High-EndTV • Possible disruptions • Major TV Makers’ Wide Color Gamut Technologies Yole Group Presentation P291

The TV market is at a crossroad with stagnating unit volume sales, commoditization and looming extended excess capacity. All translate into shrinking profitability while the industry remains extremely capex intensive. The industry therefore is striving to develop new features to trigger a replacement cycle and compel consumers to upgrade their TVs with newer and more expensive models. Individual players are all striving to differentiate. LCD technologies dominate with close to 99% of the market by volume in 2018. However, an unprecedented number of new display technologies are emerging, all credible potential candidates to deliver those new, high added value features and steal the crown for the next generation of TV display technology.

The objective of the report is to present and analyze those new TV features, understand which technologies are best positioned to deliver them, and look at the intersections to understand the impact and possible strategies for the leading panel makers

Present and analyze emerging display Present and analyze new TV features technologies and determine how well expected to compel consumers to positioned they are to serve each of the upgrade their TV new desired TV features

Analyze the intersection of new features and emerging technologies: what are the implications in terms of panel makers’ strategies, technological and manufacturing choices and impact on the supply chain.

Which are the best technologies? Who owns or champions them? Which ones will dominate ? What manufacturing strategies are deployed by individual panel makers? How can Korean and Chinese manufacturers defend against the rise of Chinese manufacturers? What are the capacity constraints? Over-spending risks? Etc.…

Technologies TV features Other analysis

• Quantum Dot Films • Panel sizes • Large panel capacity • Quantum Dot Color filters • 8K analysis and trends: • Perovskite • Wide color gamut and color • breakdown by • Narrowband phosphors volume technology • Notch filters • High dynamic range (black • Company • Dual cell LCD levels and peak brightness, • substrate size (fab • miniLED HDR delivery) generation) • microLED • country • WOLED • Not covered: 3D, reduced • Key player strategies for • RGB OLED motion blur technology and • QD-OLED manufacturing • EL-QD

For each: For each: Detailed description, key Trends, adoption rates, players, supply chain, SWOT technology breakdown and analysis. volume forecast.

• Overall synthesis and key points Executive summary • Unique analysis and forecast

• LCD upgrades: QD film, narrow band phosphors miniLED, Dual cell… Overview and analysis of emerging • OLED: WOLED, RGB OLED, QD-OLED… TV technologies • Other self emissive: EL-QD, microLED

• Large panels Overview and analysis of emerging • 8K TV features • Wide color gamut • High dynamic range

EricVirey Eric Virey, PhD serves as a Principal Display Market and Technologies Analyst within the Photonics, Sensing & Display division. Eric has spoken in more than 50 industry conferences over the last 10 years and has been interviewed or quoted in multiple media including: The Wall Street Journal, CNN, Fox News, CNBC, Bloomberg, Financial Review, Forbes, Technology Review, etc. Prior to joining Yole, Eric held R&D, engineering, manufacturing and marketing positions with Fortune 500 Company Saint-Gobain in France and the United States. Eric received a PhD in Optoelectronics from the National Polytechnic Institute of Grenoble. He is based in Portland, OR. Contact: [email protected]

Dr. Zine Bouhamri As a technology and market analyst for the display industry, Dr. Zine Bouhamri is a member of the Photonics, Sensing and Display division at Yole Développement. Zine manages the day-to-day production of technology and market reports, as well as custom consulting projects. He is also deeply involved in business development activities for the Displays unit at Yole. Previously, Zine was in charge of numerous R&D programs at Aledia. In his time there he developed strong technical expertise as well as a detailed understanding of the display industry. Zine is the author and co-author of several papers and patents. Dr. Bouhamri holds a degree in Electronic Engineering from the National Polytechnic Institute of Grenoble (France), one from the Politecnico di Torino (Italy), and a PhD in Radio Frequency and Optoelectronics from Grenoble University (France). Contact: [email protected]

Acer, Aledia, AOT, Apple, Asus, AU Optronics, Avantama, Bang & Olufsen, BBC BOE, CEC Panda, Changelight, Changhong, CNC, CSOT, Cynora, Denka, Dolby, Dupont, eFun, Eizo, Electech, eLux, Epileds, Epistar, Excellence Opto, Exciton, Flanders Scientific, Foxconn, Funai, GE/Current, GLO, Glo, Grunding, Guangdong Poly Opto, Haier, Hansol, Harvatek, HC Semitek, Hisense, Hitachi Chemical, HKC, HongLi, Huawei, Innolux, Intematix, JOLED, Kateeva, KDX, Kinglight, Konka, Kulicke & Soffa, Kyulux, Lextar, LG Chemicals, LG Display, Loewe, Lumenari, Lumiode, Merck, MnTech, Nanjing Tech, Nanoco, Nanophotonica, Nanosys, Nationstar, Nexdot, NHK, Nichia, Nitto Kolon, Osram, Panasonic, Philips, PixelDisplay, Playnitride, Postium, Quantum Materials, Refond, Rohinni, Sakai Display, Samsung Display, Samsung Visual Display, Sanan, Semes, Sharp, ShineOn, Skyworth, Sony, STMicroelectronics, Sumitomo Chemical, Taiwan Nanomaterials, TCL, Technicolor, Tianma, Tokyo Electron, Toshiba, TPV, Unijet, Univeral Display, Vestel, Vizio, Wahong, X-Celeprint, Zhonghuan Quantum, and more.

• The TV market has been essentially flat since the end of the cathode ray tube replacement cycle. The industry faces lower margins and slower growth. It needs ways to compel consumers to upgrade often fairly-recent flat panel TVs and spend more on newer models. • Through the past decade, a variety of design and technological improvements have been introduced. While some have allowed TV makers to combat price erosion, none were disruptive enough to trigger a major replacement cycle akin to the transition from CRT to flat panel. The industry must therefore keep developing more new and compelling features. The TV market has been HDR, wide Resolution: Resolution: color gamut = 8K essentially flat 2K – 4K Curved TV UHD since the end of 3D TVs LED backlight the cathode ray (also enables ultra-thin tube replacement displays) cycle at the beginning of the Resolution: 1K – 2K decade. (HD FHD)

Slow total unit growth, but the large panel (50” and above) segments, are growing much faster, driving the average diagonal up.

Note: XX likely to shut down some of its older LCD fabs (not factored in in XX to become this graph) its # #1 as XX likely one position to close older LCD fabs by the end of the period. Attrition also likely at XXX and XXX.

[1]: For G5 and G6: only fabs known to produce large panels are included in the total (most Gen 6 and below fabs are used for mobile applications, automotive, industrial and other small size panels). Assumes conversion of Samsung’s L8-1 fab to QD-OLED. Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 13 CHINA SUBSIDIES

In China, local governments are granting generous subsidies to panel makers. New fabs are often JVs between panel makers and local governments. Access to capital is relatively easy via local banks and financial institutions.

Generous Ultimately, Chinese firms’ own funds invested in new fabs is government typically in the XX% range of the total fab cost. Additional subsidies have subsidies in the shape of free land, infrastructure and tax helped Chinese holidays can further ease the financial pressure. companies become As a result, China has rapidly grown from the status of minor dominant player to being the dominant region in terms of production players and capacity. The investments are more recent and geared toward provide them a larger Gen. 8+ and 10.5 fabs better suited for the significant manufacturing of 55”, 65” and 75” panels. depreciation cost advantage. With China now a dominant player and the market heading But we expect toward an extended period of oversupply, we anticipate subsidies to subsidies to be more selectively allocated and focused on slow down. highly strategic projects at dominants players. Projects for Gen 10.5 fabs at the tier two players XX and XXX are on-hold or cancelled for failing to obtain funding. Both, however, recently XXXXXXXXXXXXXXXX. Chinese companies’ fab capacity (excludes foreign owned)

Large size panels and adoption of new higher added value features will help the industry alleviate a massive margin crunch.

Large TVs (60” and above) 8K TVs

Unit growth: Unit growth: XX% CAGR XX% CAGR

HDR TVs [1] Wide Color Gamut TVs

Unit growth: Unit growth: units

units XX% CAGR XX% CAGR

Million Million Million

[1]: per UHD alliance criteria Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 15 MULTIPLE TECHNOLOGIES EMERGING TO DELIVER ADVANCED FEATURES Established Early-stage prod / Pilot On-roadmap In development

LCD

OLED

Other self- emissive & projection

Arrows highlight synergies and commonalities between different emerging technologies Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 16 TV FEATURES PERCEIVED BENEFITS

XXXcan be implemented at relatively low cost with XX or XX. The perceived benefits by consumers is however much lower than that of XX and XX which is more complex to implement. The jury is still out for xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Difficulty to implement.

XXX XXXX Easy XXX

xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxx. x Mid XXX XXX

XXX XXX Hard XXX

Perceived benefit Low Mid High

Long Color Brightness Efficiency Maturity term cost X X X X X XXX xxxx xxxx xxxx xxxx xxxx

X X X X X XXX xxxx xxxx xxxx xxxx xxxx

Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 18 ADVANCED TV FEATURES: 2019 STATUS To stimulate TV set replacement, the industry needs to offer significant improvements in performance, design Adoption in 2019 and overall user experience. (% of total TV sold annually) xxx xxx 100% 100%

xxx 2009 2006 xxx 2007 xxx 2014 Keys for the graph: Current and future industry battlegrounds • Date = first introduction of the feature • Highlighted: panel-technology-related (otherwise: xxx driven by TV set electronics and software) • Adoption dynamic of the features: xxx Fast growth 50% xxx 2012 Slow growth, Stagnating

xxx Decreasing 2016 xxx 2006 xxx 2014 2014 Curved TVs xxx 2017 3D TVs [2] ? 2014 0% 2019 2017 xxx xxx: [1]: xxxxxxxxxxx [2]: xxxxxxxxxxxxxx. xxx xXX Stage Emerging Growing Mature Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 19 LCD AND OLED LCD White OLED

White LED backlight + light guide/diffuser

Vertical Color Filters Horizontal Color TFT + Liquid Polarizer TFT + white OLED delivers Polarizer Crystal cell Filters OLED superior black levels, viewing White light from a LED backlight unit (BLU) enters a matrix of The WOLED architecture uses white OLED emitters combined with color angles and independently controlled light valves (LC cell) which block or let the light filters to create the R,G,B individual subpixels. go through patterned R,G,B color filters which create the individual response time colored subpixels. while LCD wins for peak brightness and • XXXXXX • XXXXXXXXX • XXXXXXX • XXXXXXXXXXXX • cost. XXXXXX • XXXXXXXX • XXXXXXXXXXX • XXXXXXXXX • XXXXXXXX • XXXXXXXXXX • XXXXXXXXXX

[1]: XXXXXXXX [2] XXXXXXXX.

Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 20 PEROVSKITES Although a different class of materials, perovskites are included by extension in our definition of Quantum Dots. What Benefits Challenges Status

• A class of materials with • Tunable emission wavelength • XXXXXXXX • XXXXXXXXXXXXX generic formula ABX and with high efficiency, and 3 • XXXXXXXXXXXX similar structures. XXXXXXXXXXX • XXXXXXX. • • Emission wavelength can be • Can be synthetized in solution XXXXXXX easily adjusted by in nano-crystal forms at XXXXXXXXX. relatively low cost. • XXXXXXX compared to InP QD 

XXXXXXXXXXXXXXX Perovskite QD QD Blue LED + PFS

Emission ranges for different Perovskites. Green perovskite XXXXXXX vs InP Structure of LCD BLU with green Performance of green perovskite (F. Zhang, et al. ACS Nano 9, 4533 (2015)) and CdSe quantum dots perovskite film film with blue LED + KSF (source: Avantama) (source: Avantama) (source: Avantama)

BLU, panel makers, and IP QD materials QD film OEMs [1]

Formerly DOW [1] In most cases, OEMs purchase LCD panels and backlight units (BLU) from separate vendors (“open cell model”). QD film suppliers typically sell to the BLU maker. But some panel makers assemble their own BLU and sell the complete panel (LCD cell + BLU) to the OEM. This vertically integrated model is more common in Korea and at certain TV makers like TCL

Vizio Vizio Hisense Hisense Hisense Sony Samsung TCL 6 TCL 8 Vizio Vizio V LG P-Series P-Series U9D [1] P9 U9F Z9D Q9FN Series Series M-Series Series SK 95 Quantum Quantum X Year 2018 2018 2019 2018 2018 2019 2019 2019 2019 2019 2019 2018 Panel size 65” 65” 75” 65” 65” 75” 75” 75” 75” 65” 75” 65” # of zones XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX Pixels per XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX zone Zone area XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX XXXX (cm2)

[1] Concept TV only shown at a special event during the 2018 FIFA World Cup. Not commercially available. Also, at CES 2018 Samsung showed an 8K 85” TV with 10,000 zones.

Hisense P9 Samsung Q9FN Vizio P-Series Quantum

Various equipment companies are working on die bonders with faster throughput in order to reduce assembly costs. o K&S introduced a MiniLED assembly tool based on Rohinni technology with a throughput of XXX with XX micron accuracy and XXXX% yields.The company plans to rapidly double the throughput. o Rohinni and BOE have set up a JV to develop miniLED BLUs for displays 30” and above. o XXX is working with partners to develop tools with up to 250-300k/hr throughput. Various other technologies also developed for microLED assembly could trickle down to miniLED (next slide). Adoption in TV will initially be limited to high- end market. K&S “Pixalux” miniLED However as assembly tool costs come down, adoption  XXX UPH (XXdie/s) at +/- XX could cascade um accuracy with a single-head toward mid tool range models.  Optimum die size around XX um (can handle down to XX um)  5N+ yield (99.999%)

Illustration: Kulicke & Soffa equipment (source: company)

Encapsulation Cathode (metal) For large panels (TV), LG Display uses architecture licensed WOLED WOLED WOLED WOLED from Kodak in 2009, where yellow/green, blue and red are Anode Anode Anode Anode CF CF CF stacked to realize a white source. TFT Substrate The white light then goes through R,G,B color filters (CF) to produce the individual subpixel.

Benefits Drawbacks EIL/Cathode [1] EIL, ETL • Eliminates the RGB patterning • Reduces efficiency Blue Emitter challenge: the materials are (compared to RGB) Red Emitter deposited with an open mask • Complex material stacks to HTL covering the entire display balance the charges p-Charge Generation Layer (CGL) n-CGL surface EIL, ETL Yellow/Green Emitter n-CGL/p-CGL/HTL LG Display developed special architectures to compensate for ETL the lower brightness related to the color filters: Blue Emitter HTL o XXXXX Anode/HIL o XXXXX This multi-stack architecture increases the number of layers to 2019 WOLED 2020 WOLED more than XX, making the panels expensive to manufacture. XXX XXX

Open mask deposition 2019 WOLED structure overview (Illustration: JOLED) (Illustration: Yole) [1]: Similar to LCD, ~2/3rd of the light is absorbed in the color filters.

Panasonic showed the first 4K 56” inkjet printed RGB AMOLED TV in 2013. BOE, CSOT and JOLED all presented prototypes in 2018.

XXX - Q1 2013 XXX - Q2 2018 XXX – Q4 2018 XXX – Q4 2018

Picture source:: www.ultrahdtv.net Picture source: www.hangjianet.com Picture source: www.cdrinfo.com Picture source: Company

Materials (OLED Emitters)

Panels

Equipment

• XXX, XXX and XXX are all developing solution-based OLED materials. In April 2019,XXX sold the activity to XXX. • XXX is the dominant player in small molecule phosphorescent yellow, green and red OLED emitter materials for evaporation-based processes. It is also developing materials for solution processes. In addition, the company is developing a vapor-based printing process (next page) in order to enable printing of traditional small molecule materials. • XXX and XXX are startups developing new generations of high efficiency blue emitters. Initial focus is on evaporation process, but solution processes are on the roadmaps.

Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 27 JOLED: FIRST TO VOLUME MANUFACTURING In July 2014, Investment fund “Innovation Network Corporation of Japan” (INCJ) joined forces with XXX(XX%), XX (X%) and XXX (X%) to form JOLED. XXX brought its TFT backplane technology and XXX its RGB printing process and equipment. In mid XXX, JOLED started seeking $XXXM of additional funding. In XXX, it raised US$XXX from XXX($XXX), XXx ($XX), XXX($XX) and XXX($XX). In XXX, it added $XXXm from XXX, XXX and XXX. JOLED now has close to XXX employees. The investment will enable setting up a GXXfab (1XX x XX mm2), based on XXX TFT with a XXk substrate per month capacity, starting production of XX to XX panels by XX [1]. The company is also making its technology available (licensing and equipment) to other display makers for TV JOLED is the applications, through an agreement with XXX and XXX Finetech Solutions. first company to offer Despite significant progress, the company still faces many challenges. It is still $XXX short of its initial XXXfundraising commercial goal to execute its long-term business plan. Production cost is still high, process and materials immature. We estimate Inkjet Printed that initial cost target for its XX panels is in the XX range, at least X times more than LCD. RGB OLED panels.

[1] The site was sold to investor INCJ for XXX by XXX to reduce its financial burden. INCJ then transferred it to JOLED. Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 28 MicroLED DISPLAY ASSEMBLY

Bulk LED epiwafers are processed into an array of micro-LEDs to be picked up and transferred to a receiving substrate, for integration into a heterogeneously integrated system: the display (which integrates LEDs, transistors, optics, etc.) The micro-LEDs can be picked up and transferred individually, in groups, or as an entire array of 100,000’s of µLEDs:

Massively parallel transfer (“pick-and-place”) Monolithic integration of µLED array

Individual µLED dies or small chips comprising small amounts of Big chips comprising large quantities of µLED emitters µLED emitters (<10) are singulated and individually picked up, (>10,000’s to millions) are hybridized onto a backplane MicroLED transferred, positioned, and assembled on a backplane containing the chips can be (typically Si CMOS). Individual pixels are not physically pixel-driving circuitry (typically TFT on glass, or a flexible substrate). singulated.The donor array’s pitch matches the display’s pitch. singulated and The pitch on the display is typically lower than that of the donor transferred wafer. µLED array individually or as large monolithic µLED chips arrays

Backplane

Hybridization Transfer Tool Epiwafer or carrier with pre-singulated die Backplane

Display backplane Epiwafer

55” 55”

32” 32”

32” 32” 32”

32”

48” 48” 48”

48”

65”

65” 65”

55” 55”

32” 32”

32”

32” 32”

32”

48” 48” 48”

48” 55” 55”

32” 32”

32” 32” 32” 32”

18 x 32” panels - 92% efficiency 8 x 48” panels - 92% efficiency 6 x 55” panels - 91% efficiency 3 x 65” panels - 64% efficiency

75”

88” 88” 98” 75” 98”

2 x 75” panels - 56% efficiency 2 x 88” panels - 78% efficiency 2 x 98” panels - 96% efficiency

Generation 8.x substrates were designed for optimum production of ~32” , 48” and 55” panels. For ultra large panels, efficiency is also high for 98”. G8, however, is relatively inefficient for 65” or 75” panels.

Chicken and egg situation: just like for HDR and wide color gamut, content creators and providers will only invest if the installed TV platform is large enough. The situation was similar with the transition to 4K.

• Digital cameras

• Editing

The entire Content • Codecs (HEVC, VCC…) creation content • Connectivity (HDMI, DisplayPort, production and delivery chain wireless.) needs to define and adopt Production - • Streaming common encoding • Blu-ray standards and practices to • Broadcasting enable improved image Distribution/ • Set-top boxes quality for all broadcasting viewers. • TVs

• Tablets

Display • Laptops

• Smartphones

Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 32 UHD ALLIANCE REQUIREMENTS The UHD Alliance adopted XXX as a long-term, future-proof color standard for encoding and distribution and the smaller digital cinema XXX gamut to measure display reproduction capabilities.

Mastering, encoding and distribution Content creation XXX

XXX Production - XXX gamut with a XX bit depth encoding (XXX levels for each R,G,B primary, for a total of more than XX colors [1])

XXX Distribution/ broadcasting Displays

Display Must be able to handle signal encoded in BT2020 but minimum requirement for color reproduction is 90% of the DCI P3 gamut [2].

[1] Previous standard for HD TVs was XX bits, i.e. XXX levels per primary, for a total of XXM colors. [2] Requirement for professional displays used for content mastering is XXXX in order to ensures that colorists will see the content as shown in digital theatres.

RGB LCD + QD WOLED QD-OLED RGB OLED MicroLED

or narrow phosphors EL-QD

Strength

Weakness Opportunity

[1]: XXXXXX. [2]: As brightness increases, the relative contribution of the white pixel increases as well, resulting in a desaturation of the primaries colors and reduction of the color gamut. Next Generation TV Panels: New Technologies, Features and Market Impact | Sample | www.yole.fr | ©2019 34 WIDE COLOR GAMUT FORECAST AND TECHNOLOGY BREAKDOWN 2018-2025

The cost of implementing WCG in LCD is decreasing rapidly (QD films or NB phosphors). The feature is cascading toward mid range TV (55” < $350 offering WCG in 2019).

We define as “Wide Color Gamut” any TV meeting the UHD Alliance requirement of > XX

Content HDR10 HDR 10+ Dolby vision HLG SL-HDR1 production Studio (Home entertainment)

Broadcasting & streaming

TV peripheral (Optical disc, Set top box…)

TV brands and OEMs

Displays

Contact our Sales Team MicroLED Displays 2018 MiniLED for Display for more Applications: LCD and Digital information Signage

Next-Generation Human Machine Interaction in Displays 2019

38 YOLE GROUP OF COMPANY RELATED REPORTS Knowmade

Contact our Sales Team for more information

MicroLED Displays : Intellectual Property Landscape

39 Source: Wikimedia Commons

Yole Développement

From Technologies to Market

Life Sciences Semiconductor Semiconductor & Healthcare & Software & Software o Microfluidics o Package,Assembly & Substrates o BioMEMS & Medical Microsystems o Semiconductor Manufacturing o Inkjet and accurate dispensing o Memory o Solid-State Medical Imaging & BioPhotonics o Software & Computing o BioTechnologies Life Photonics, Sciences & Sensing Healthcare & Display

Power Photonics, & Wireless Sensing & Display o RF Devices & Technologies o Solid-State Lighting o Compound Semiconductors & Emerging Materials Power & Wireless o Display o Power Electronics o MEMS, Sensors & Actuators o Batteries & Energy Management o Imaging o Photonics & Optoelectronics

o Consulting and Analysis • Market data & research, marketing analysis • Technology analysis o Syndicated reports • Strategy consulting • Market & technology reports • Reverse engineering & costing • Patent investigation and patent • Patent analysis infringement risk analysis o Monitors • Design and characterization • Teardowns & reverse costing • Monthly and quarterly update of innovative optical systems analysis • Excel database covering supply, • Financial services (due • Cost simulation tool demand, and technology diligence, M&A with our www.i-Micronews.com/reports partner) • Price, market, demand and o Media production forecasts www.yole.fr • i-Micronews.com website • Supplier market shares • i-Micronews e-newsletter • Communication & webcast www.i-Micronews.com/reports services • Events: TechDays, forums,… www.i-Micronews.com

Yole Group of Companies

Market, technology and strategy Manufacturing costs analysis IP analysis consulting Teardown and reverse engineering Patent assessment Cost simulation tools www.yole.fr www.systemplus.fr www.knowmade.fr

Design and characterization of Due diligence innovative optical systems Innovation and business maker www.bmorpho.com www.yole.fr www.piseo.fr

Yole Deutschland Frankfurt

Paris

Nantes Yole Korea HQ in Lyon Seoul Yole Inc. Vénissieux Yole Japan Cornelius Tokyo Nice Greater Palo Alto China office 40% Hsinchu of our business 30% 30% of our business of our business

High

Technology and Market Report

Leadership

Meeting Breadth of the analysis the of Breadth

Q&A Meet the Custom Service Analyst Analysis

Low Depth of the analysis High About Yole Développement | www.yole.fr | ©2019 45 SERVING THE ENTIRE SUPPLY CHAIN Our analysts Integrators, end- provide users and software developers market analysis, technol Device manufacturers ogy evaluati on, and Suppliers: material, busines equipment, OSAT, foundries… s plans along the Financial investors, R&D centers entire supply chain About Yole Développement | www.yole.fr | ©2019 46 SERVING MULTIPLE INDUSTRIAL FIELDS

Industrial Medical We and defense systems work across Energy multipl management Automotive es industri Mobile phone Transportation and es to makers consumer electronics underst From A to Z… and the impact of More- About Yole Développement | www.yole.fr | ©2019 47 REPORTS COLLECTION oOver the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports, 10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover:

• MEMS & Sensors • Power electronics • RF devices & technologies • Compound semiconductors • Medical technologies • Solid state lighting • Semiconductor Manufacturing • Displays • Advanced packaging • Software • Memory • Imaging • Batteries and energy management • Photonics oIf you are looking for: o An analysis of your product market and technology o A review of how your competitors are evolving o An understanding of your manufacturing and production costs o An understanding of your industry’s technology roadmap and related IPs o A clear view supply chain evolution www.i-Micronews.com Our reports and monitors are for you!

oOur team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information, identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’s landscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the main players of their industries and realized more than 5,000 interviews per year.

WHAT TO EXPECT IN 2019? In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also building on and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software and hardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least, System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019 program right now, and ensure you get a true vision of the industry. Stay tuned! About Yole Développement | www.yole.fr | ©2019 48 OUR 2019 REPORTS COLLECTION (1/4)

18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

Market –Technology – Strategy – by Yole Développement Yole Développement (Yole) offers market reports including quantitative market forecasts, technology trends, company strategy evaluation and indepth application analyses. Yole will The markets targeted are : publish more than 55 reports in 2019, with our partner PISEO contributing to some of the lighting reports. • Mobile & Consumer

Reverse Costing® – Structure, Process and Cost Analysis – by • Automotive & Transportation System Plus Consulting The Reverse Costing® report developed by System Plus Consulting provides full • Medical teardowns, including detailed photos, precise measurements, material analyses, manufacturing process flows, supply chain evaluations, manufacturing cost analyses and • Industrial selling price estimations. The reports listed below are comparisons of several analyzed components from System Plus Consulting. More reports are however available, and over • 60 reports will be released in 2019.The complete list is available at www.systemplus.fr. Telecom & Infrastructure

Patent Reports – by KnowMade • Defense & Aerospace More than describing the status of the IP situation, these analyses provide a missing link between patented technologies and market, technological and business trends. They offer • Linked reports are dealing with the same topic to provide an understanding of the competitive landscape and technology developments from a patent perspective. They include key insights into key IP players, key patents and future • a more detailed analysis. technology trends. For 2019 KnowMade will release over 15 reports.

MEMS & SENSORS RF DEVICES AND TECHNOLOGIES o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Status of the MEMS Industry 2019 - Update • RF GaN Market: Applications, Players, Technology, • Status of the Audio Industry 2019 - New and Substrates 2019 - Update • Uncooled Infrared Imagers and Detectors 2019 – Update • 5G’s Impact on RF Front-End Module and Connectivity • Consumer Biometrics:Technologies and Market Trends 2018 for Cell Phones 2019 – Update • MEMS Pressure Sensor Market and Technologies 2018 • 5G Impact on Wireless Infrastructure 2019 - New • Gas & Particle Sensors 2018 • Radar and Wireless for Automotive: Market and Technology Trends 2019 - Update o STRUCTURE, PROCESS & COST REPORT • Advanced RF Antenna Market & Technology 2019 - New • MEMS & Sensors Comparison 2019 • RF Standards and Technologies for Connected Objects 2018 • MEMS Pressure Sensor Comparison 2018 o STRUCTURE, PROCESS & COST REPORT • Particle Sensors Comparison 2019 • • Miniaturized Gas Sensors Comparison 2018 RF Front-End Module Comparison 2019 - Update o PATENT REPORT • Automotive Radar RF Chipset Comparison 2018 o • MEMS Foundry Business Portfolio 2019 - New PATENT REPORT • • Miniaturized Gas Sensors 2019 - New Antenna for 5G Wireless Communications 2019 - New • RF Front End Modules for Cellphones 2018 PHOTONIC AND OPTOELECTRONICS • RF Filter for 5G Wireless Communications: Materials and Technologies 2019 o MARKET AND TECHNOLOGY REPORT • RF GaN 2019 – Patent Landscape Analysis • Silicon Photonics and Photonic Integrated Circuits 2019 • LiDARs for Automotive and Industrial Applications 2019 - Update o PATENT REPORT • Silicon Photonics for Data Centers: Optical Transceiver 2019 - New • LiDAR for Automotive 2018

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019 50 OUR 2019 REPORTS COLLECTION (2/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

IMAGING MICROFLUIDICS o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Status of the CIS Industry 2019: Technology • Status of the Microfluidics Industry 2019 - Update and Foundry Business - Update • Next Generation Sequencing & DNA Synthesis - Technology, • Imaging for Automotive 2019 - Update Consumables Manufacturing and Market Trends 2019 - New • Neuromorphic Technologies for Sensing 2019 - Update • Organ-on-a-Chip Market & Technology Landscape 2019 - Update • Status of the CCM and WLO Industry 2019 – Update • Point-of-Need Testing Application of Microfluidic Technologies 2018 • 3D Imaging & Sensing 2018 • Liquid Biopsy: from Isolation to Downstream Applications 2018 • MachineVision for Industry and Automation 2018 • Chinese Microfluidics Industry 2018 • Sensors for Robotic Vehicles 2018 o PATENT REPORT o STRUCTURE, PROCESS & COST REPORT • Microfluidic Manufacturing Technologies 2019 – New • Compact Camera Modules Comparison 2019 • Nanopore Sequencing 2019 - New • CMOS Image Sensors Comparison 2019 o PATENT REPORT INKJET AND ACCURATE DISPENSING • Facial & Gesture Recognition Technlogies in Mobile Devices 2019 - New o MARKET AND TECHNOLOGY REPORT • Apple iPhone X Proximity Sensor & Flood Illuminator 2018 • Inkjet Printheads - Dispensing Technologies & Market Landscape 2019 - Update MEDICAL IMAGING AND BIOPHOTONICS • Emerging Printing Technologies o MARKET AND TECHNOLOGY REPORT for Microsystem Manufacturing 2019 - New • X-Ray Detectors for Medical, Industrial • Piezoelectric Materials from Bulk to Thin Film 2019 - New and Security Applications 2019- New • Inkjet Functional and Additive Manufacturing for Electronics 2018 • Microscopy Life Science Cameras: Market and Technology Analysis 2019 o STRUCTURE, PROCESS & COST REPORT • Ultrasound technologies for Medical, Industrial • Piezoelectric Materials from Bulk to Thin Film Comparison 2019 and Consumer Applications 2018 o PATENT REPORT • Optical Coherence Tomography Medical Imaging 2018

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019 51 OUR 2019 REPORTS COLLECTION (3/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

BIOTECHNOLOGIES MEMORY o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • CRISPR-Cas9 Technology: From Lab to Industries 2018 • Status of the Memory Industry 2019 - New o PATENT REPORT • MRAM Technology and Business 2019 - New • Personalized Medicine 2019 – New • Emerging Non Volatile Memory 2018 o STRUCTURE, PROCESS & COST REPORT BIOMEMS & MEDICAL MICROSYSTEMS • Memory Comparison 2019 o MARKET AND TECHNOLOGY REPORT o PATENT REPORT • Medical Wearables: Market & Technology Analysis 2019 - New • Magnetoresistive Random-Access Memory (MRAM) 2019 - New • Neurotechnologies and Brain Computer Interface 2018 • 3D Non-Volatile Memory 2018 • BioMEMS & Non-Invasive Sensors: Microsystems for Life Sciences & Healthcare 2018 ADVANCED PACKAGING o PATENT REPORT o MARKET AND TECHNOLOGY REPORT • 3D Cell Printing 2019 - New • Fan Out Packaging Technologies and Market Trends 2019 - Update • Circulating Tumor Cells Isolation 2019 - New • 3D TSV Integration and Monolithic Business Update 2019 - Update • Advanced RF SiP for Cellphones 2019 - Update SOFTWARE AND COMPUTING • Status of Advanced Packaging Industry 2019 - Update o MARKET AND TECHNOLOGY REPORT • Status of Advanced Substrates 2019 - Update • Artificial Intelligence Computing For Automotive 2019 - New • Panel Level Packaging Trends 2019 - Update • Hardware and Software for Artificial Intelligence (AI) • System in Package (SiP) Technology and Market Trends 2019 - New in Consumer Applications 2019 - Update • Trends in Automotive Packaging 2018 • Image Signal Processor and Vision Processor Market • Thin-Film Integrated Passive Devices 2018 and Technology Trends 2019 o STRUCTURE, PROCESS & COST REPORT • xPU (Processing Units) for Cryptocurrency, Blockchain, HPC and Gaming 2019 – New • Advanced RF SiP for Cellphones Comparison 2019 o PATENT REPORT • Artificial Intelligence for Diagnostic - New

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019 52 OUR 2019 REPORTS COLLECTION (4/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

SEMICONDUCTOR MANUFACTURING SOLID STATE LIGHTING o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Nano Imprint Lithography 2019 - New • Status of the Solid State Light Source Industry 2019 - New • Equipment and Materials for Fan Out Packaging 2019 - Update • Edge Emitting Lasers (EELS) 2019 - New • Equipment for More than Moore: Thin Film Deposition • Light Shaping Technologies 2019 - New & Etching 2019 - New • Automotive Advanced Front Lighting Systems 2019 - New • Wafer Starts for More Than Moore Applications 2018 • VCSELs - Technology, Industry and Market Trends 2019 - Update • Polymeric Materials at Wafer-Level • IR LEDs and Laser Diodes – Technology, Applications, for Advanced Packaging 2018 and Industry Trends 2018 • Bonding and Lithography Equipment Market • Automotive Lighting 2018: Technology, Industry and Market Trends for More than Moore Devices 2018 • UV LEDs - Technology, Manufacturing and Application Trends 2018 o STRUCTURE, PROCESS & COST REPORT • LiFi: Technology, Industry and Market Trends 2018 • Wafer Bonding Comparison 2018 o STRUCTURE, PROCESS & COST REPORT o PATENT REPORT • VCSEL Comparison 2019 • Hybrid Bonding for 3D Stack 2019 – New o PATENT REPORT • VCSELs 2018

DISPLAY o MARKET AND TECHNOLOGY REPORT • Next Generation 3D Display 2019 - New • Next Generation Human Machine Interaction (HMI)in Displays 2019 - New • Micro-and Mini-LED Displays 2019 - Update • Technologies And Markets for Next Generation Televisions • Displays & Optical Vision Systems for VR, AR & MR 2018 o PATENT REPORT • MicroLED Displays : Intellectual Property Landscape 2018

Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019 53 OUR 2019 REPORTS COLLECTION (5/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

POWER ELECTRONICS BATTERY & ENERGY MANAGEMENT o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Power SiC: Materials, Devices and Applications 2019 - Update • Status of the Rechargeable Li-ion Battery Industry 2019 - New • Power Electronics for EV/HEV and e-mobility: • Li-ion Battery Packs for Automotive and Stationary Storage Market, Innovations and Trends 2019 - Update Applications 2019 - Update • Status of the Power Electronics Industry 2019 - Update o PATENT REPORT • Discrete Power Packaging : Material Market • Battery Energy Density Increase: Materials and Technology Trends 2019 - New and Emerging Technologies 2019 - New • Status of the Power ICs Industry 2019 - Update • Solid-State Batteries 2019 - New • Status of the Passive Components for the Power Electronics • Status of the Battery Patents 2018 Industry 2019 - Update • Status of the Inverter Industry 2019 - Update COMPOUND SEMI. • Status of the Power Module Packaging Industry 2019 - Update o MARKET AND TECHNOLOGY REPORT • Wireless Charging Market Expectations • Emerging Semiconductor Substrates: and Technology Trends 2018 Market & Technology Trends 2019- New • Power GaN 2018: Epitaxy, Devices, Applications • Status of the Compound Semiconductor Industry 2019 - New and Technology Trends • InP Materials, Devices and Applications 2019 - New o STRUCTURE, PROCESS & COST REPORT • GaAs Wafer and Epiwafer Market: RF, Photonics, • Automotive Power Module Packaging Comparison 2018 LED and PV Applications 2018 • GaN-on-Silicon Transistor Comparison 2019 o PATENT REPORT • SiC Transistor Comparison 2019 • GaN-on-Silicon Substrate: Materials, Devices o PATENT REPORT and Applications 2019 - Update • Power SiC : Materials, Devices and Modules 2019 - New • Power GaN : Materials, Devices and Modules 2019 – Update

Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can benefit from direct access to the analyst for an on-demand Q&A and discussion session regarding trend analyses, forecasts and breaking news. Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.

MARKET MONITOR byYole Développement This monitor will describe how the compound semiconductor industry is evolving. It will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest providing A FULL PACKAGE: wafer volumes, revenues, application breakdowns and momentum. Frequency: Quarterly, The monitors will provide the evolution of the market in units, wafer area and revenues. starting from Q3 2019 They will also offer insights into what is driving the business and a close look at what is happening will also be covered in it. oCAMERA MODULE – NEW This monitor will provide the evolution of the imaging industry, with a close look at The following deliverables will be included in the monitors: image sensor, camera module, lens and VCM. Volumes, revenues and momentum of o An Excel database with all historical and forecast data companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed. Frequency: Quarterly, starting from Q3 2019 o A PDF slide deck with graphs and comments/analyses covering the expected evolutions oMEMORY – UPDATE For the memory industry you can have access to a quaterly monitor, as well as an oADVANCED PACKAGING – NEW additional service, a monthly pricing. Both services can be bought seprately: This monitor will provide the evolution of the advanced packaging platforms. It will cover o DRAM Service: Including a quarterly monitor and monthly pricing. Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP), Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D and 3D Through o NAND Service: Including a quarterly monitor and monthly pricing. Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3 2019

REVERSETECHNOLOGY MONITOR by System Plus Consulting oSMARTPHONES – NEW To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse Technology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at the beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.

PATENT MONITOR by KnowMade oLi-ion Batteries Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of A FULL PACKAGE: Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel Cobalt Starting at the beginning of the year, the KnowMade monitors include the following Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium Metal deliverables: Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes including liquid, polymer/gel, and solid inorganics; ceramic and other separators; battery cells including An Excel file including the monthly IP database of: thin film/microbattery, flexible, cylindrical and prismatic; and battery packs and systems. o New patent applications o o Post Li-ion Batteries Newly granted patents Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-air, o Expired or abandoned patents and magnesium-ion, and their supply chains, including electrodes, electrolytes, battery o Transfer of IP rights through re-assignment and licensing cells and battery packs/systems. o Patent litigation and opposition oSolid-State Batteries Quarterly report including a PDF slide deck with the key facts & figures of the quarter: Supply chain including electrodes, battery cells, battery packs/systems and electrolytes, IP trends over the three last months, with a close look to key IP players and key patented including polymer, inorganic and inorganic/polymer, inorganic materials, including technologies. argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs, sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets. oGaN for Power & RF Electronics Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor devices oRF Acoustic Wave Filters such as transistors, and diodes, devices and applications including converters, rectifiers, Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits (MMICs), Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly- packaging, modules and systems. Mounted Resonator (BAW-SMR), and Packaging. oGaN for Optoelectronics & Photonics oRF Power Amplifiers Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such as Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave LEDs and lasers; and applications including lighting, display, visible communication, technology. photonics, packaging, modules and systems. oRF Front-End Modules oMicrofluidics From components to chips and systems, including all applications.

To meet the growing demand for market, ONLINE ONSITE INPERSON technological and business information, i-Micronews Media integrates several tools i-Micronews e-newsletter i-Micronews.com Events Webcasts able to reach each individual contact within its FreeFullPDF.com network. Brand visibility, networking Targeted audience opportunities We will ensure your company benefits from involvement equals clear, Unique, cost-effective ways Today's technology makes it concise perception of your this to reach global audiences. easy for us to communicate company’s message. Online display advertising regularly, quickly, and Webcasts are a smart, campaigns are great strategies inexpensively – but when innovative way of for improving your understanding each other is communicating to a wider product/brand visibility. They critical, there is no substitute targeted audience. Webcasts are also an efficient way to for meeting in-person. Events create very useful, dynamic adapt with the demands of the are the best way to exchange reference material for times and to evolve an effective ideas with your customers, attendees and also for marketing plan and strategy. partners, prospects while absentees, thanks to the increasing your brand/product recording technology. visibility. #15,800+ monthly unique visitors #110 attendees on average #380 registrants per webcast on on i-Micronews.com #7+ key events planned for 2019 average to gain new leads for #10,900+ weekly readers on different topics your business of i-Micronews e-newsletter

Contact: Camille Veyrier ([email protected]), Marketing & Communication Director

oCONSULTING AND SPECIFIC ANALYSIS, REPORT BUSINESS oFINANCIAL SERVICES (in partnership with Woodside Capital o North America: Partners) • Steve LaFerriere, Senior Sales Director for Western US & Canada o Jean-Christophe Eloy, CEO & President Email: [email protected] – + 1 310 600-8267 Email: [email protected] - +33 4 72 83 01 80 o Ivan Donaldson, VP of Financial Market Development • Chris Youman, Senior Sales Director for Eastern US & Canada Email: [email protected] - +1 208 850 3914 Email: [email protected] – +1 919 607 9839 o Japan & Rest of Asia: oCUSTOM PROJECT SERVICES • Takashi Onozawa, General Manager, Asia Business Development o Jérome Azémar, Technical Project Development Director (India & ROA) Email: [email protected] - +33 6 27 68 69 33 Email: [email protected] - +81 34405-9204 • Miho Ohtake, Account Manager (Japan) oGENERAL Email: [email protected] - +81 3 4405 9204 o Camille Veyrier, Director, Marketing & Communication • Itsuyo Oshiba, Account Manager (Japan & Singapore) Email: [email protected] - +33 472 83 01 01 Email: [email protected] - +81-80-3577-3042 o Sandrine Leroy, Director, Public Relations o Korea: Peter Ok, Business Development Director Email: [email protected] - +33 4 72 83 01 89 / +33 6 33 11 61 55 Email: [email protected] - +82 10 4089 0233 o Email: [email protected] - +33 4 72 83 01 80 o Greater China: Mavis Wang, Director of Greater China Business Development Email: [email protected] - +886 979 336 809 o Europe: Lizzie Levenez, EMEA Business Development Manager Email: [email protected] - +49 15 123 544 182 Follow us on o RoW: Jean-Christophe Eloy, CEO & President, Yole Développement Email [email protected] - +33 4 72 83 01 80