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AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

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Page 1: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%
Page 2: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

AMOLED make the Change

CINNO Research

Page 3: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

Global Mobilephone Panel Shipment

Remark: Regional 2015 Forecast is base on panel makers’ BP

3

586 663

704

792

640 639 671

738

Q1 Q2 Q3 Q4 Q1 Q2(E) Q3(F) Q4(F)

2014 2015

Maker QoQ% YoY% 2015

Total -19% +9% +1%

Japan -7% +71% +16%

Korea -10% +12% +7%

Taiwan -21% -3% +5%

China -24% +5% -10%

Global Mobilephone Panel Shipment Q1’15 Panel Maker Performance

Unit: Millions

Page 4: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

What happened in AMOLED world

4

61

43

18

Q1'14 Q1'15

~30% Capa. Lose

~80M Lose@2015

※ Samsung’s AMOLED Smartphone Shipment Q’ty Trend

Who will be the god to change Samsung’s situation ?

Page 5: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

2014 Regional GDP vs. Smartphone %

5

60%

35%

85%

30% 32%

19%

86%

$-

$10,000

$20,000

$30,000

$40,000

$50,000

$60,000

W.Europe M.E.Europe N.America L.America India M.E.Africa China

GDP per capita Smartphone%

Page 6: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

AMOLED Models On Shelf Timeline

6

1

4 2 2 1 1

1

6

3 5

1

1

1

Q1 Q2 Q3 Q4 Q1 Q2

2014 2015

Under HD HD FHD WQHD

1 1 1 2

2 1

2 1

1

2

1

2

2

Q1 Q2 Q3 Q4 Q1 Q2

2014 2015

Page 7: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

Market Positioning Comparison

7

0%

11%

89%

1% 0%1%

31%25%

6%

37%

<500 RMB 500~1,000 1,000~2,000 2,000~3,000 3,000~4,000 ≥4,000 RMB

Oversea Brand

China Brand

42%

17%

14%

12%

7%4%

Samsung

MOTO

OPPO

VIVO

Gionee

Microsoft

YotaPhone

BlackBerry

Coolpad

Others

※ Q2’15 China Market AMOLED Smartphone Sales Qty & Price Range

Page 8: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

Samsung AMOLED Strategy

8

17%

37%

46%

WVGA

qHD

HD

FHD

WQHD

22%

9%

23%

33%

13%

54% 54%

Q1’14 SDC OLED Spec. Share Q1’15 SDC OLED Spec. Share

Page 9: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

China Smartphone Brands’ Attitude

71%

22%

7% a-Si

LTPS

Oxide

AMOLED

53%35%

8%3%

29% 47%

Q2’14 Smartphone Tech. Q2’15 Smartphone Tech.

9

Page 10: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

Copyright © 2015 CINNO Research

Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.

China Brand Smartphone Tech. FCST

6% 10% 12% 13%8% 12%22%

38%

52%

66% 70%

2%

5%

7%

9%

11%13%

12' 13' 14' 15' 16' 17' 18'

a-Si Oxide LTPS AMOLED

8% 9%15% 17% 24% 30% 37%

12' 13' 14' 15' 16' 17' 18'

a-Si Oxide LTPS AMOLED

Page 11: AMOLED make the ChangeMarket Positioning Comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%

CINNO Research

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