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In-Depth Report Reverse Engineering Analysis [ Amazon Kindle Fire-D01400 ] Dec. 2011 h t t p: / /www .D i s pl a y ba n k . com Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 1/100 1 Copyright© Displaybank Co., Ltd. All rights reserved. No material contained in this report may be reproduced in whole or in part without the express written permission of Displaybank Co., Ltd. This report is intended for the sole and exclusive use of the original purchaser and may not be distributed or transferred in any form to any other person or entity. Displaybank Co., Ltd. provides the information in this report for informational purposes only and does not grant any express or implied warranty, guarantee, or representation concerning the information contained in this report, its merchantability, or its fitness for a particular purpose or function. Any reference to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favoring by Displaybank Co., Ltd. Neither Displaybank nor any of its affiliates shall be liable to you or any third party in damages of whatever kind that may result from any reliance on (or use of) any information contained in this report. By receiving this report, you acknowledge that any reliance on information contained in this report shall be at your sole risk and that no representations have been made to you that are inconsistent with the foregoing. Displaybank Co., Ltd. 8F 801, Korea Design Center, 344-1 Yatap-dong, Bundang-gu, Seongnam-si, Gyeonggi-do, Korea 463-954 Phone: (82) 31-704-7188, Fax: (82) 31-704-7187 URL: www.Displaybank.com Copyright© Displaybank. Copyright© not copy Displaybank oror distribute. Co., Contents Ltd., Confidential remain thethe property ofof Displaybank. Copyright© Copyright© Displaybank. Displaybank. Do Do not not copy copy or distribute. distribute. Contents Contents remain remain property property of Displaybank. Displaybank. Page : 2/100 2 Conditions & Description ◈ Description of Cost Table (SET) Category Major Components Display Mechanica l Circuit Etc Array Array Processing Cost, Material Cost, Yield, etc Cell Cell Processing Cost, Material Cost, Yield, etc Module Module Processing Cost, Material Cost, Yield, etc Touch Screen Panel Touch Screen, Touch Board Others Etc Back Back Cover, Cushion, Screw, Films, etc Middle Button, Connector Cover Packing Package Box, etc CPU Memory Application Processor This sample is designed to help understand the composition of the report DDR, NAND Flash and the type of description. Bluetooth/WLAN Wireless User Interface MEMS Sensors PM / Battery Power Source, PMIC Electro-Mechanical Speaker, Antenna Others Others Cables External Cables Manual User Guide Others Accessory SAMPLE Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 3/100 3 Conditions & Description ◈ Description of Cost Table (Display) Array Processing Cell Module Glass ① Cost of Single Back Glass Substrate by Size Target ② Pixel Electrode-use Target of Array Process (Target: Al, Mo, Mo (Ti), Cu, etc. S/D, Gate electrode-use Target) Chemical, Others Electrode-use target needed in array process excluding various MRO wet chemical, gas, photo mask, photo-sensitive organic chemical material, and ITO (Wet Chemical: Etchant, Stripper, Developer, Thinner, Cleaner) (Gas: NF3, SF6, SiH4, etc.) (Photo-sensitive organic chemical material: Photoresist, PAC) Array Yield(%) Array Process Yield Color Filter ③ Cost of Single Color Filter (includes front glass substrate), In-house based Liquid Crystal ④ Cost of Liquid Crystal Input in Single Panel Polarizer ⑤ Cost of Two Sheets of Front and Back Polarizer Substrates which Pass Trough Specific Lights Others Cost of other materials including a material for fixed liquid crystal molecule orientation, sealant to adhere front and back substrate, and Ag which totalizes front and back substrates Cell Yield(%) Cell Process Yield SAMPLE BLU ⑥ Cost of backlight unit which includes protection sheet, prism sheet, diffusion sheet, light plate guide, reflective sheet, lamp, and lamp cover Driver IC ⑦ Cost of IC which operates pixels to Display letters or images on LCD screen PCB,Others ⑧ Cost of Gate PCB, Data PCB (printing circuit substrate), ACF, and Chassis used in modules Module Yield(%) Module Process Yield Operation Labor Costs Direct and indirect labor cost Depreciation Cost Depreciation O/H,R&D R&D and OverHead expenses This sample is designed to help understand the composition of the report and the type of description. Total Manufacturing Cost SG&A(5%) Total Manufacturing Cost - Depreciation Cost Total Cost Sale management cost, estimated to be 5% of the selling price Module Price Profit ④ Liguid Crystal ⑤ Polarizer ③ Color Filter Market Typical Price ⑦ Driver IC ② ITO Target ① Glass ⑧ PCB ⑥ BLU Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 4/100 4 Conditions & Description ◈ Description of Cost Table (Touch) Material Cost Front Cover Glass Front Cover Glass is tempered glass Glass Glass/Film substrate for ITO layer supporting Insulator Insulator ITO ITO for touch Sensor Touch Controller Touch Controller located in Touch Module or Main board Others Others Sub-Total Processing Cost Total Manufacturing Cost SAMPLE SG&A(3%) Total Cost BLU Price This sample is designed to help understand the composition of the report and the type of description. Profit Profit Ratio(%) Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 5/100 5 Conditions & Description ◈ Description of Profit Estimation Table (Tablet SET) Category Description Display Parts LCD Module prices Circuit Parts Sub total of Circuit Mechanical Parts Mechanical cost depends on designe simplicity. 1 piece cover can save cost more than 2 or 3 piece cover. Accessory Parts Net Material Cost Net Material Cost means total sum of net material cost Manufacturing Etc.(CKD Pack+Tax+Freight+Loss+H/C) Total Material Cost Manufacturing O/H Labor/Overhead, Warranty, etc SAMPLE Total Manufacturing Cost Total Manufacturing Cost means total cost sum right after manufacturing completed. Manufacturer Margin Manufacturer Margin come from Distribution corporation to Manufacturing corporation. FOB Freight + Insurance + Handling & Land CIF/CNF This sample is designed to help understand the composition of the report Insurance, Handling Charge, Land Charge and the type of description. FOB, Insurance, H/C+L/C Distribution Distribution O/H Duty/Procedure Distribution Margin Distribution margin come from Marketing corporation to Distribution corporation EX-HUB Marketing O/H Marketing Marketing Margin Net Dealer Price Sales Deduction Average Dealer Price Sales Deduction includes discount for pre purchasing on product Average Dealer Price means product price for dealer Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 6/100 6 Table of Contents 2.5.7. Block Diagram 2.5.8. CPU Comparison 1. Overview 1.1. Product Background 1.1.1. Product Category 1.1.2. Spec. Comparison 1.1.3. Kindle Series Spec. Comparison 1.1.4. Product Concept 2.6. Sub Board 2,6,1. Sub Board 2.7. Battery 2.7.1 Battery 1.2. Executive Summary 2.8. Component 1.2.1. Technology Review 1.2.2. Cost/Supply Chain 2.8.1. Component 3. Technical Issue 3.1. TSP Trend 2. Reverse Engineering 3.1.1. TSP Basic Structure and Classification by Driving Method 3.1.2. TSP Lamination Structure Comparison 3.1.3. TPK Supply Chain 2.1. Package Box 2.1.1. Box Design 2.1.2. Box Opening Process 3.2. CPU Trend 2.2. Covers 2.2.1. Front Cover Functions and Specification of Each Part 2.2.2. Back/Side Cover 2.2.3. Back Cover Disassembly 2.2.4. Battery Disassembly 2.2.5. Speaker & Main Board Disassembly 2.2.6. Board Bracket Disassembly 2.2.7. Front Cover Disassembly This 2.3. Touch Screen Panel 2.3.1. Front Cover Separation 2.3.2. Touch Screen Pattern Structure 2.3.3. Touch Board 2.4. Display Module 2.5.1. Top of PCB 2,5,2, Bottom of PCB 2.5.3. Major IC 2.5.4. Major IC (CPU) 2.5.5. POP (Package On Package) 2.5.6. Major IC (RF Module) SAMPLE 3.3. LCD Panel Product Roadmap 3.2.1. LGD LCD Panel PRM 3.4. Contents Service sample is designed to help understand the composition of the report 3.2.1. Amazon Service and the type of description. 4. Cost Estimation 4.1. Net Material Cost Estimation 4.1.1. Total Material Cost 2.4.1. LCD Specification 2.4.2. LCD Module Structure 2.4.3. LCD Cell Structure Comparison by LCD Driving Mode 2.4.4. LCD Module Block Diagram 2.4.5. Characteristic of BLU 2.4.6. Prism Film of BLU 2.4.7. Light Guide Plate 2.4.8. LED Bar 2.4.9. Spec Comparison 2.5. Main Board 3.2.1. ARM Core 3.2.2. ARM Platform CPU Line-Up 3.2.3. TI CPU Family 3.2.4. Major CPU Manufactures Trend 4.2. Profit Estimation 4.2.1. Display & Touch Screen Panel 4.2.2. Set Profit Estimation 4.3. Major Supplier 4.3.1. Total Supply Chain Map 5. Appendix 5.1. Color Image 5.1.1. Mechanical Part 5.1.2. Circuit Part 5.1.3. Display Part 5.1.4. Major Parts 5.2. Major Supplier Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 7/100 7 Table of Contents • Overview Product Background – SAMPLE • Product Category • Spec. Comparison • This sample is designed to help understand the composition of the report Kindle Series Spec. Comparison • Product Concept and the type of description. Executive Summary – • Technology Review • Cost & Supply Chain • Reverse Engineering • Technical Issue • Cost Estimation & Major Supplier • Appendix Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 8/100 8 Product Background Product Category • Table PC becomes a new application due to the advent of Apple's iPad • Tablet PC market is expected to increase from 56.4M units in 2011 to 154.6M units in 2015 Personal Mobile Application Product Category Usage Document Creation 180 Ultrabook UMPC SAMPLE 160 140 Notebook 120 100 Tablet Mini-sample is designed to help understand This the composition of the report 80 Note and the type of description. 60 PMP 40 MID 20 Smart phone 0 2010 2011(E) 2012(E) 2013(E) 2014(E) 2015(E) PND Contents Watching e-Reader Type Tablet PC (M) UMPC: Ultra Mobile PC PMP: Portable Media Player MID: Mobile Internet Device PND: Portable Navigation Device Size 2” 4” 6” 8” 10” 12” 13 ~18” Growth Rate (%) 2010 16.9 2011 2012 2013 2014 2015 56.4 93.4 115.7 135.7 154.6 233% 66% 24% 17% 14% * Source : Displaybank forecast in 4Q2011 Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 9/100 9 Product Background Kindle Series Spec Comparison • Amazon Kindle introduced 5 types of products until today, the functions of those products are limited to use only the services that Amazon provides • Kindle Fire evolves from the product line-up focusing on e-book terminals that employing E-Ink to a table PC that is favorable to the consumption of contents of the company‟s own • Employs a TFT-LCD display that can utilize video, App, and etc. from the contents focused on text and music Classification Item Kindle Touch Wi-Fi / 3G Kindle Fire Kindle Dx Kindle SAMPLE Image General Network Type OS Display Touch Screen Weight External/Internal Linux 6”, 600 x 800 Resolution E Ink Display IR Type (Multi Touch) 6.8" (172mm) L x 4.7" (120mm) W x 0.4" (10.1mm) D ~7.5oz (~213g) / ~7.8oz (~220g) 4GB Headphone Port 3.5mm Ear jack 3.5mm Ear jack Connection Port Battery Life Micro USB (USB 2.0 High-Speed) Micro USB (USB 2.0 High-Speed) Micro USB (USB 2.0 High-Speed) Micro USB (USB 2.0 High-Speed) 8 Hours 2 Months 3 Weeks 1 Month Size Memory Connection Battery Other Features Released date/Price This sample is designed to help understand the composition of the report Wifi / 3G 3G and the type of description. Wi-Fi Android™ 2.3 platform (Customized) 7”, 1024 x 600 LCD, 16:9 Glass, Capacitive (Multi Touch) 7.5" (190mm) L x 4.7" (120mm) W x 0.45" (11.4mm) D ~14.6oz (~413g) 8GB Linux (2.6 kernel) 9.7”, 1200 x 824 Resolution E-paper n/a (Keyboard) 10.4" (264mm) L x 7.2" (182mm) W x 0.38" (9.6mm) D ~18.9oz (~536g) 4GB 3.5mm Ear jack Wi-Fi Linux 6”, 600 x 800 Resolution E Ink Display n/a (Buttons) 6.5" (165mm) L x 4.5" (114mm) W x 0.34" (8.6mm) D ~5.98oz (~170g) 2GB 3.5mm Ear jack Supported File Kindle (AZW), TXT, PDF, unprotected MOBI, P RC natively, Audible (Audible Enhanced (AA, A AX)), DOC, DOCX, JPEG, GIF, PNG, BMP, nonDRM AAC, MP3, MIDI, OGG, WAV, MP4, VP8. Moving Picture Yes No No No Date/USD$ 2010.11.15/$199 2011.11.15 ($99) / ($149) 2010.07.07 $489 2009.11. ($79) Kindle (AZW), TXT, PDF, unprotected MOBI, PRC natively; HTML, DOC, DOCX, JPEG, GIF, PNG, BMP through conversion. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 10/100 10 Product Background Product Concept • Amazon's Kindle Fire is a table PC optimized to the consumption of contents of the company's own • The performance for its price is excellent, LCD display is adopted instead of E-ink display adopted to a conventional e-book reader (LCD display is adopted to use diverse applications such as magazine/video/game, and etc. in black-and-white screen focusing on conventional E-book • This product is sold at lower prices than the production cost and induces to utilize the company's diverse paid contents Main Concept • Conventional E-ink Display is converted to LCD-based color display • A portable device for the consumption of contents of world's largest shopping mall and online bookstore, Amazon (extensive contents such as books, magazines, and newspapers are equipped) • The lowest price of the tablet products currently being sold ($199) Amazon Cloud Storage is supported free of charge This sample is designed •to help understand the composition of the report SAMPLE and the type of description. Major Technology Kindle Fire • • • • LCD Display : HYDIS Panel (AFFS+ method) is employed Touch Screen Panel : TPK‟s capacitive type is applied Main Processor : Texas Instruments OMAP4430 is applied Battery : High-capacity Battery (4,400mAh) is applied Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 11/100 11 Executive Summary Technology Review • Applies HYDIS‟s LCD panel (uses either LG Display panel or BOE LCD Panel) • Touch Screen Panel applies a TPK‟s capacitive type • A tablet PC product that applied LCD display based on TI‟s AP and e-book platform Display Circuit • Applies HYDIS‟s Edge LED panel • LED Bar applies a Horizontal 1Bar, and the power is supplied from LCD Drive Board • CPU applies TI‟s e-book platform인 „POP-type “OMAP4330” SAMPLE • Most ICs like LVDS Transmitter, PMIC, AUDIO AMP applies TI‟s products • TSP is supplied from TPK • WIFI and BT Module apply JORJIN‟s products • Touch Controller IC applies ILITEK‟s products This sample is designed to help understand the composition of the report and the type of description. D01400 • Applies a plastic (Mold) flame in order to cut a price down and to reduce weight • Supplies only Power Adapter • Employs Android 2.3 OS‟s customizing Version • Uses EMI gasket and tape for the approval of safety standards and attaches a SUS panel for the heat radiation to back cover Mechanical Etc Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 12/100 12 Executive Summary Cost & Supply Chain • Touch control board is attached to a touch screen panel, however, is added to display & touch part in terms of cost • Battery is added to a circuit part Component Touch Screen Panel Maker Component Maker Battery FRONT COVER GLASS ITO SENSOR Touch Controller SAMPLE This sample is designed to help understand the composition of the report and the type of description. Component Maker CPU Memory PAM,AUDIO AMP,LVDS WLAN,BT,FM Module Category Component Maker Kindle Fire (USD $) Display & Touch LCD CELL Mechanical DRIVE BOARD PCB Circuit BLU Etc Sub-Total Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 13/100 13 Table of Contents • Overview • Reverse Engineering – – – – – – – – SAMPLE Package Box This sample is designed to help understand the composition of the report Covers and the type of description. Touch Screen Panel Display Module Main Board Sub Board Battery Component List • Technical Issue • Cost Estimation & Major Supplier • Appendix Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 14/100 14 Package Box Box Opening Process • Uses a standing-type box. If tearing off the dotted line on the top of the box , a tablet appears • Quick service manual is in the top of the box, an adapter for charging is enclosed on the bottom of tablet 1 2 SAMPLE Box unpacking This sample is designed to help understand the composition of the report and the type of description. 3 4 Adaptor Quick Install Guide Kindle Fire Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 15/100 15 Covers Front Cover • It is a 7" product, 190mm x 120mm x 11.4mm • Bezel thickness of top and left/ right sides are all equally 14.7mm, and that of the bottom is 20.6mm • On the front, there is a lighting sensor on the top of left side 120mm 14.7mm SAMPLE 14.7mm This sample 11.4mm 14.7mm is designed to help understand the composition of the report and the type of description. 190mm 20.6mm Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 16/100 16 Covers Back Cover Disassembly • Separates into front cover module and back cover to lift the gap below the USB port in the bottom • A SUS panel is attached for the heat radiation of battery on the back cover, high-capacity battery accounts for the majority Speaker Back Cover Speaker Cable SAMPLE SUS Panel Battery This sample is designed to help understand the composition of the report and the type of description. Gap pad Main Board Insulation Sheet Front Cover Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 17/100 17 Touch Screen Panel Touch Screen Pattern Structure • TPK's projected capacitive type GG type (Single side ITO) is applied to a touch screen panel • The shape of pattern is a grid structure, is uniformly distributed in the whole area SAMPLE This sample is designed to help understand the composition of the report and the type of description. Shape of Touch Pattern Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 18/100 18 Display Module Specification • LCD applied to Kindle Fire is HYDIS' HV070WS1-101 panel. The specification of the panel is as below Spec Maker HYDIS Model HV070WS1-101 Panel Type Display Inch LCD (Color TFT/ AFFS) 7.01” SAMPLE Resolution LCD 7”(17.8mm) 1024 x 600 (WSVGA) Pixel arrange RGB Vertical Stripe Aspect Ratio 16 : 9 Colors 16.7 million (8-bit) This sample is designed to help understand the composition of the report and the typeratio of description. Contrast 800:1 (Typ) Brightness LC mode BLU Depth (mm) Interface 400cd/m2 (Typ) AFFS Bottom edge side, LED type 20 LED Package ( 5 x 4 Array ) 2,47mm LVDS (1 Channel) Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 19/100 19 Display Module LCD Module Block Diagram Power (DC/DC Gamma Vcom SAMPLE TFT-LCD Panel (1024 x 600) This sample is designed to help understand the composition of the report and the type of description. LVDS / Timing control Gate Driver : COG Type LCD Module Block diagram Source Driver : 2ea (COG Type) 30pin connector BackLight 20 LEDs Main Board Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 20/100 20 Display Module Prism Film of BLU • Applies 2 sheets of prism films, protects the pattern of #2 prism film and prevents Moire by the Matt processing on the front of #1 Prism Film • A grid pattern that each prism direction intersects by ± 45 degrees Prism1 Film Prism2 Film SAMPLE This sample is designed to help understand the composition of the report Back Front and the type of description. Front Back Prism film <Cross Array> Prism 1 Prism 2 Diffusion Film Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 21/100 21 Display Module Spec. Comparison • In terms of the LCD panels applied to Kindle Fire, provides the specifications equivalent to the ones applied to other table PCs, and uses either HYDIS or LGD panel Amazon Kindle Fire (HV070WS1-101) Maker Size Aspect Ratio Panel Type Color BLU Resolution Contrast NOOK TABLET (LD070W2(SL)(02) HYDIS LG Display 7" diagonal with Multi-touch 7" diagonal with Multi-touch 16:9 16:9 AFFS/LCD (Color TFT/AFFS/a-Si TFT) 16.7M SAMPLE AH-IPS/LCD (Color TFT/IPS/a-Si TFT) 16.7M This sample is designed to help understand the Edge composition of (Downside the report 1bar)/20 LED Package) Edge type LED (Downside 1bar)/20 LED Package type LED and the type of description. 1024 x 600 (WSVGA) 1024 x 600 800 : 1 800 : 1 400cd/m2 (Typ) 400cd/m2 (Typ) 0.15mm X 0.15mm 0.15mm X 0.15mm 163.60(H) X 102.90(V) X 2.47(D) Active : 153.6 x 90.0 162.8(H) X 102.9(V) X 2.47(D) Active : 153.6 x 90.0 Power Max 2.32W, (Logic:0.96W / BLU : 1.36W) Max 2.31W (Logic : 0.95W / BLU : 1.36W) Weight LCD : 95g LCD : 95g Brightness Pixel Pitch (mm) Outline dimension Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 22/100 22 Main Board Bottom of PCB • Input/output ports, audio amp, and bus transceiver are located on the back of mainboard • TI AIC3110 internally equipped with audio codec is applied to audio amp, TI's bus transceiver is applied • A tact switch for power button is installed, Micro B type USB and earphone 3.5mm port are installed Power Button Switch USB Port (Micro B Type) Earphone Jack 3.5mm TI TLV320AIC3110 Audio AMP 1.3W Stereo Class-D USB Earphone Switch SAMPLE Light sensor connector Audio AMP This sample is designed to help understand the composition of the report and the type of description. Bus Transceiver TI SN74AVCH4T245 4Bit Dual Supply Bus Transceiver Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 23/100 23 Main Board Major IC (CPU) • OMAP4430 is internally equipped with GPU/Image Processor/Display Controller • TI's OMAP platform is optimizedly designed to have a good compatibility with its own ICs ( IC(PAM/Audio AMP/WLAN) • Display maximum support resolution can support up to WUXGA (1920x1200) Feature • Dual-core ARM Cortex-A9 MP Core SMP general-purpose processors for higher performance and efficiency • IVA 3 Hardware accelerator - Delivers true 1080p multi-standard HD record and playback with the industry‟s broadest support for multimedia codecs available today as well as programmability to add support for future codecs - Provides support for high definition stereoscopic 3D encode/decode (OMAP4430: 720p, OMAP4460: 1080p) • Image Signal Processor (ISP) for high-quality image and video capture, delivering digital SLR-like performance with 20 megapixel still image capture • Imagination Technologies POWERVR™ SGX540 3D graphics core for stunning 3D user interfaces and designed to help understand the composition of the report high intensity 3D mobile gaming and the type of description. • Audio back end (ABE) processor provides a virtual low power audio chip for significant power savings • Flexible system support - Composite TV output - HDMI v1.3 output to drive HD Displays - WUXGA Display support - Peripheral interfaces: MIPI serial camera and serial Display interfaces, MIPI® SLIMbusSM, MMC/SD, USB 2.0 On-The-Go High Speed, UART, SPI, and more • Support for leading mobile OSes: Microsoft Windows Mobile, Symbian and Linux (Android, Limo) • 45-nm mobile process technology for improved performance and power efficiency • Optimized power and audio management companion chips: TWL6030 and TWL6040 SAMPLE This sample is Block Diagram <OMAP 4430> Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 24/100 24 Main Board CPU Comparison Amazon Kindle Fire Apple iPAD2 TEXAS INSTRUMNENTS OMAP TM X4430FCBS Picture Samsung Galaxy Tab 10.1 APPLE A5 APL0498 339S0137 NVIDIA 2225123 1110A3 N3V716.S4M T20-HP-A3 SAMPLE Model OMAP4430 A5 Tegra 2-250 Maker Texas Instruments APPLE NVIDIA CPU This sample is designed to help understand the composition of the report Dual Core ARM Cortex A9 Core ARM Cortex A9 and Dual the type of description. Dual Core ARM Cortex A9 Package Type POP POP SOC Frequency 1 GHz,per core 1GHz dual-core 1 GHz L2 Cache 1MB 1MB 1MB L1 Cache (32KB/32KB) per core (32KB/32KB) per core (32KB/32KB) per core Memory Size Up to 1GB 512MB Up to 1GB Feature size 45um 45um 40um GPU PowerVR SGX540 PowerVR SGX543mp2 ULP Geforce Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 25/100 25 Table of Contents • • • Overview Reverse Engineering Technical Issue – TSP Trend • • • – LGD LCD Panel PRM Contents Service • • • ARM Core TEXAS INSTRUMENTS CPU Family TI CPU Family Major CPU Manufactures Trend LGD LCD Panel Product Roadmap • – This sample is designed to help understand the composition of the report the type of description. TSP Basic Structure and Classification by Driving Method and TSP Lamination Structure Comparison TPK Supply Chain CPU Trend • • • • – SAMPLE Amazon Service Cost Estimation & Major Supplier Appendix Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 26/100 26 TSP Trend Basic TSP Structure and Classification by Driving Method • TSP is composed of panel part and driving part (controller IC), panel part is composed of the touch sensor that ITO (Indium Tin Oxide) is deposited • Electrode analog signal transmits to controller IC when touched by human's hand or an object, driver drives the display by receiving the digital signal coming from the controller IC Touch Panel Structure (Capacitive Type) Structure of TSP (Resistive-type) Classification by Driving Method Function diagram of TSP Technology 1 SAMPLE Touching Signal TSP Spacer ITO PET Cover Window TSP Glass/Plastic TFT-LCD Display Panel Driver Function diagram Structure of TSP (Resistive-type) Chip of TSP FPCB TSP Spacer PET P Capacitive Touch Sensor •RTP : Resistive Touch Panel TFT-LCD •SAW : Surface AcousticPanel Wave •IR : Infra-Red PCB Film/Glass 5-wire Film/Film/Plastic 8-wire Film/Film/Glass Digital Glass/Glass Film Digital (Projected) Glass/Film Glass Plastic Amplifier & A/D Glass IR/Optical Display Driver Plastic APR MCU FPC TFT-LCD Panel Glass Analog (Surface) SAW Controller • CTP : Capacitive Touch Panel Glass/Plastic 4-wire Film/Film/Film Touching Signal ITO Resistive Structure Controller This sample is designed to help understand the composition of the report MCU and the type of description. FPC TFT-LCD Panel PCB Amplifier & A/D Technology 2 Others WIR EMR Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. APR: Acoustic Pulse Recognition WIR: Waveguide Infrared Rays EMR: Electronic Magnetic Resonance Page : 27/100 27 CPU Trend ARM Core • ARM-based CPUs are applied to mobile products, ARM is the company to design the core architecture • ARM-based CPU has strengths of fast speed and low power consumption that meet the level required to mobile devices (Accounts for about 95% market share in the mobile CPU market through the strengths such as increase in battery life, decrease in die size, alleviation of heat radiation, and etc. in the specifications that are required to mobile devices) • Intel is developing Medifield and Moorestown to respond to ARM's Coretex, ARM is expected to enhance the targeting of Intel's market with the CPU equivalent to note PC level by releasing a 2.5GHz Core named Cortex-A15 in 2012. (Microsoft's Windows will also support ARM) ARM Platform Product Line-up x86 (32/28nm) MHz SAMPLE 32/28nm • ARM9(ARMv5) Cortex-A15 Medfield Android1.6, This sample is designed to help understand the composition of- the report e-book, cartoon, music, moving 40nmG and the type of description. picture (encoded) 2,500 2,000 40nmG Cortex-A9 Moorestown 1,500 65nmG 40nmG Cortex-A5 Cortex-A8 ARM11 65nmG 40nmLP 500 • ARM11(ARMv6): <1,000MHz - Android2.2, e-book, cartoon, music, documentation, moving picture (not-encoded), 40nmG 1,000 [Support Features by Major ARM CPU] 3D 65nmG • Cortex A8 (ARMv7): 500~1,000MHz Cortex-A9 - e-book, cartoon, music, documentation, moving 65nmLP ARM11 65nmLP Cortex-A5 picture(not-encoded), 3D Cortex-A8 ARM11 • Cortex A9 (ARMv7) : 1,000~2,000MHz - e-book, cartoon, music, documentation, moving picture(not-encoded), 3D 0.2 0.4 0.6 0.8 1 mW/MHz Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 28/100 28 CPU Trend - CPU Overview_PRM ARM Platform CPU Line-up • 1.2GHz dual-core products were released from 1H'11 (OMAP 4430 included) • 2.0Ghz TI OMAP 5 platform is expected to be released in 1H'12, even Quad Core products are predicted to be introduce in 2012 GHz Quad-core 2.0 Tri-core TEXAS INSTRUMENTS MARVELL 1.5 Armada628 Tri-Core/40nm Cortex A9 1.5GHz QUALCOMM QSD8x50A One-core/45nm 1.3GHz SAMPLE ST ERICSSON 1.3 Dual-core SAMSUNG NVIDIA Armada618 One-Core/45nm ARMv7/Scorpion 1.3GHz QUALCOMM QSD8960 Dual-core/28nm 1.5GHz OMAP4440 Dual-Core/45nm Cortex A9 1.3GHz QSD8260/8660 Dual-core/45nm 1.3GHz/1.0GHz U8500 Dual-core/45nm OMAP5430 Dual-core/28nm 2.0GHz QSD8x72 Dual-core/45nm 1.5GHz TEXAS INSTRUMENTS QUALCOMM MARVELL QUALCOMM EXINOS 4210/Mali-400 Dual-Core/45nm Tegra2 This sample is designed to help Dual-core/45nm understand the composition of the report ARMv7 rev1 1.2GHz Cortex A9 1000MHz and the type of description. TEXAS INSTRUMENTS QUALCOMM 1. 0 QUALCOMM QSD8x50 One-core/65nm ARMv7/Scorpion 1.0GHz TEXAS INSTRUMENTS OMAP3640 One-Core/45nm Cortex A8 1.0GHz 2009 Core One Clock 1GHz Process 65nm QSD8x55 One-core/45nm ARMv7/Scorpion 1.3GHz SAMSUNG OMAP4430 Dual-Core/45nm ARMv7 1.0GHz S5PC100/SGX535 One-Core/45nm Cortex A8 1.0GHz SAMSUNG S5PC110/SGX540 One-Core/45nm Cortex A8 1.0GHz 2010 2011 45nm Quad Tri Dual 1.3GHz 2012 1.5GHz 2GHz 40nm Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. 2.5GHz 28nm Page : 29/100 29 Contents Service Amazon Service • Provides diverse services based on a massive amount of contents of the world's largest internet bookstore/shopping mall, Amazon • Small storage space (about 6GB) of hardware can be supplemented by the offer of cloud services. This service is considered to be a good marketing tool for the sales of contents Amazon Kindle Fire Service Amazon Internet Mall Internet Book Store • Contents available to use Kindle Fire SAMPLE - More than 1 million books are available - Diverse games/applications such as Netflix, Hulu Plus, Pandora, ESPN ScoreCenter, ComiXology are available - More than 1,000 children's books are available - More than 18,000,000 sound sources are available • Primeof members: $ 79 per year This sample is designed to help understand the composition the report - About 10,000 movies/TV programs upgraded on a monthly and the type of description. basis are available unlimitedly by real-time streaming - About 30,000 books are available free of charge - 2 times free shopping mall shipping Amazon Cloud Service Kindle Fire $199 • Amazon Cloud Service (Amazon EC2) - Provides the cloud service that can use a separate Web-hard as the capacity of actually available storage space of hardware is no more than 6GM - The service that enables to store the music purchased at Amazon by using a cloud player in a cloud drive, to listen to the music by streaming, and to read the e-books purchased by using a cloud reader anywhere. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 30/100 30 Table of Contents • Overview • Reverse Engineering • Technical Issue • Cost Estimation & Major Supplier • SAMPLE This sample is designed to help understand the composition of the report and the type of description. – Net Material Cost Estimation – Profit Estimation – Major Supplier Appendix Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 31/100 31 Net Material Cost Estimation Total Material Cost Category US$ % Array Process Cell Process Display Module Process Touch Screen Panel OTHERS Sub-Total MECHANICAL Back SAMPLE Bracket Packing Sub-Total Application Processor Memory CIRCUIT Bluetooth/WLAN This sample is designed to help understand the composition of the report and the type of description. User Interface PM / Battery Electro-Mechanical Others Sub-Total Charger ETC Manual Sub-Total Total Total Cost of Kindle Fire is $000.0 Taking a look at part by part, display parts (TSP included), circuit parts, mechanical parts, and accessory & other parts account for 00.0%, 00.0%, 0.0%, and 0.0% respectively * Array, cell, and module of display part add up the material cost and process cost following the order of a production process Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 32/100 32 Profit Estimation Display & Touch Screen Panel Category US$ % Category Glass Array Chemical, Others Array Sum Array Yield(%) Yielded Array Total Color Filter Liquid Crystal Material Others Cell Sum TSP Price Yielded Cell Total Profit Profit Ratio(%) BLU Driver IC PCB,Others Module Sum Module Yield(%) Front Cover Glass Glass Insulator ITO Touch Controller Others Sub-Total SAMPLE Cell Yield(%) Module % Processing Cost Total Manufacturing Cost SG&A(3%) Total Cost Polarizer Cell Material Cost Target US$ * Array, cell,composition and module of display partreport add up the material cost and process cost following the This sample is designed to help understand the of the order of a production process and the type of description. Yielded Module Total Sub-Total Processing Labor Costs Depreciation Cost O/H,R&D Sub-Total Total Manufacturing Cost SG&A(5%) Total Cost Module Price Profit Profit Ratio(%) Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 33/100 33 Profit Estimation SET Profit Estimation US$ % • An OEM manufacture, Quanta, is analyzed to make a manufacturer margin of about *% Display Parts Circuit Parts Mechanical Parts Etc.(Accessory) Parts Manufacturing Net Material Cost Etc.(CKD Pack+Tax+Freight+Loss+H/C) Total Material Cost • As a result of profit estimation based on released time, Kindle Fire is **.*% based on Linkage profit/loss Manufacturing O/H Distribution • However, Amazon is considered to target the profits through the sales of contents such as Manufacturer Margin book/music/magazine and etc. at its own FOB stores and through the products purchase Freight + Insurance + Handling & Land CIF/CNF inducement that Amazon sells rather than the This sample is designed to help understand the composition the report Distribution O/H hardwareofsales profit through Kindle Fire Total Manufacturing Cost SAMPLE and the type of description. Duty/Procedure Distribution Margin EX-HUB Marketing O/H Marketing Margin Marketing Net Dealer Price Sales Deduction Average Dealer Price Dealer Margin Average Retail Price Consolidated Brand Profit (Brand Total) Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 34/100 34 Major Supplier Total Supply Chain Map • LCD module suppliers are *** and ***, touch screen panels are supplied from *** • Applies Texas Instruments' products to CPU, and also uses Texas Instruments' products to PMIC and Audio • OEM production is carried out by Quanta and supplied to Amazon Total Part Supplier Brand AMAZON SAMPLE LCD CELL Prism Film LCD Module CPU Main Board OEM Memory Diffusion Film This sample is designed to help understand the composition of the report and the type of description. PAM LGP AUDIO AMP BLU Reflection Film E-MMC Touch Module LED BAR Wireless Touch IC Touch SENSOR Front Cover Glass PCB Semi-Assembly Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 35/100 35 SAMPLE This sample is designed to help understand the composition of the report and the type of description. Amazon Tablet PC Kindle Fire, Structure and Cost Analysis End of Report Copyright© Displaybank. Copyright© not copy Displaybank oror distribute. Co., Contents Ltd., Confidential remain thethe property ofof Displaybank. Copyright© Copyright© Displaybank. Displaybank. Do Do not not copy copy or distribute. distribute. Contents Contents remain remain property property of Displaybank. Displaybank. Page : 36/100 36 Table of Contents • Overview • Reverse Engineering • Technical Issue • Cost Estimation & Major Supplier • Appendix – Mechanical – Circuit – Display – Major Parts SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 37/100 37 Mechanical – Package SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 38/100 38 Mechanical – Package SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 39/100 39 Mechanical – Front/Back SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 40/100 40 Mechanical – Front (Illuminance sensor) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 41/100 41 Mechanical – Bottom (Earphone, USB Connector, Power BTN) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 42/100 42 Mechanical – Back Cover SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 43/100 43 Mechanical – Layout SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 44/100 44 Circuit – Mainboard (Front) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 45/100 45 Circuit – Mainboard (RF Module) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 46/100 46 Display – Touch Screen Panel & LCD Module SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 47/100 47 Display – Touch Screen Driving part SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 48/100 48 Display – LCD Module (Cell) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 49/100 49 Display – BLU (LED Bar & Package) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 50/100 50 Display – BLU (Light Guide Plate Pattern) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 51/100 51 Display – BLU (Light Guide Plate) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 52/100 52 Display – BLU (Prism Film #2, Back) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 53/100 53 Display – BLU (Optical Films) SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 54/100 54 Kindle Fire – Overview SAMPLE This sample is designed to help understand the composition of the report and the type of description. Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 55/100 55 Major Supplier LG Display Date of Establishmen • 1985.02.28 t 2011 3Q Revenue • (mil) $ 16,074 Capital Stock • (mil) $ 9,733.8 Location of • Seoul Headquarter No. of Employees • 2010 Employees 46,705 • • • Main Product • • • TFT-LCD OLED Flexible Display Note PC Television Application Products 2011 3Q Profit • (mil) $ 2010 Revenue • (mil) $ 22,501.2 2010 Profit • (mil) $ 3,290.4 [Asia] • Tokyo branch • China Nanjing branch • China Shanghai branch • China Guangzhou branch • China Shenzhen branch • China Xiamen branch • China Puching branch • China Yantai branch [America] This sample is designed to help understand the composition of the report • Austin branch and the type of description. Local Corporates • Houston branch • LA branch • Service Center SAMPLE [Europe, Middle East] Affiliates • Suzhou Raken Technology Ltd, Guangzhou New Vision Technology Research and Development Limited, Global OLED Technology LLC, Paju Electronic Glass Co., Ltd, TLi Inc, New Optics Ltd., LIG ADP Co., Ltd, Wooree LED Co Ltd., Dynamic Solar Design Co., Ltd., RPO Inc, LB Gemini No. 16 New Growth Fund, Can Yang Investments Limited, YAS Co., Ltd., Eralite Optoelectoronics(Jiangsu) co, Ltd, • • • • • Web Site Finland branch European Corporate Turkey branch Poland branch Germany branch • www.lgDisplay.com Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 56/100 56 About Displaybank Reverse Engineering - New Reports Reports [Tablet PC & Smart phone] •BARNES & NOBLE 7” Tablet PC NOOK Color Structure and Cost Analysis •Apple iPad 2 Structure and Cost Analysis •Apple iPad 1 Structure and Cost Analysis •Motorola 10.1" Tablet PC XOOM Structure and Cost Analysis •Samsung 7” Tablet PC Galaxy Tab Structure and Cost Analysis •Apple iPhone 4 Structure and Cost Analysis •Samsung 10.1” Tablet PC Galaxy Tab Structure and Cost Analysis •Apple iPhone 4S Structure and Cost Analysis •Amazon Kindle Fire Structure and Cost Analysis [TV] •Samsung 3D Smart LED TV UN46D7000LF Structure and Cost Analysis •LG Electronics FPR 3D LED TV 47LW5700 Structure and Cost Analysis •Toshiba Non-Glasses 3D LED TV 20GL1 Structure and Cost Analysis •LGE 15LE9500 vs. SONY XEL-1 Structure and Cost Analysis Comparison •3D TV Structure and Cost Analysis Comparison of 3 Major TV Makers •LG Electronics 3D TV '47LX6500' Structure and Cost Analysis •Sony 3D TV 46" KDL-46NX710 Structure and Cost Analysis •Samsung 3D LED TV UN46C7000WF Structure and Cost Analysis [Monitor] •BenQ 18.5"/21.5" LED Monitor GL930/GL2230 Structure and Cost Analysis •LG Electronics 23" LED Monitor E2350V-PN Structure and Cost Analysis Inquiry – Jae Shin([email protected]), +1-408-432-5046, Amy Lee ([email protected]), +82-31-704-7188 (Ext. 101) Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 57/100 57 About Displaybank - Global Operations • Global leader in Display industry research and consulting services • With over 10 years of industry-wide research experience, Displaybank provides market intelligence as well as technical research to industry leaders • Besides end-user market, especially strong in the Component/Material research that is basis of the overall Display industry • Headquartered in Korea, the region known as the leader in Display industry, Displaybank operates regional offices in Japan, China, Taiwan and the US. CHINA (Beijing, Shenzhen) TAIWAN (Taipei) JAPAN (Tokyo) USA (San Jose) E-mail: [email protected] Tel: +81-3-5521-5088 Fax: +81-3-5521-5089 E-mail: [email protected] Tel: +1-408-432-5046 Fax: +1-408-432-5080 E-mail: [email protected] m E-mail: [email protected] KOREA (Bundang) Headquarters ▶▶ 8F 801, Korea Design Center 344-1 Yatap-dong, Bundang-gu, Seongnam-si, Gyeonggi-do, Korea, 432-954 Tel : +82-31-704-7188, Fax: +82-31-704-7187 E-mail : [email protected] Representative : CEO Peter Kwon Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 58/100 58 About Displaybank - Research Coverage { } Panel / MODULE Shipment Trend & Forecast LCD Panel • PDP Module • OLED Panel • SET Price Trend & Forecast TV Tablet • e-Reader • Notebook • Tablet PC • Public Information Display • • Supply/Demand Trend & Forecast Cost Comparison/Analysis Supply Chain Analysis Line Status Analysis by Maker COMPONENT / MATERIAL LED • Polarizer • BLU • Touch Panel • Wet Chemical • Organic Materials • Metal Layer • Driver IC • Glass • Color Filter • Optical Films • Corporate Analysis and Investment Trend NEW TECHNOLOGY Development Strategy by Maker Roadmap Analysis by Maker Tech. Trend and Analysis Flexible Display 3D Display • e-Paper Display • Transparent Display • Graphene, CNT • • Patent Analysis Reverse Engineering Analysis (Product Structure & Cost Analysis) Copyright© Displaybank. Copyright© Do not copyDisplaybank or distribute. Co., Contents Ltd., Confidential remain the property of Displaybank. Page : 59/100 59