Source: PIDA, 2007

2008116

Source: PIDA, 2007

Optics:

(Optics)(Photonics)

()

Photonics :

Source: PIDA, 2007

()

Source: PIDA, 2007

? ? ?

? ?

Business Model?

Source: PIDA, 2007

IntroductoryStage

GrowthStage

MaturityStage Decline Stage

TotalMarketSales

Product Life Cycle

Source: PIDA, 2007

TN/STN/TFT-LCD, PDP, OLED, , , FED

TN/STN/TFT-LCD, PDP, OLED, , , FED

LED, LD, CCD, CMOS, PD, Solar Cell

LED, LD, CCD, CMOS, PD, Solar Cell

Source: PIDA, 2007

Optical Amplifier, Switch, OADM, Transceiver

Connector, Coupler, WDM

CD (Audio), DVD (Video)

CD-R Disc, CD-RW Disc, MD Disc, DVD-R Disc, DVD-Rewritable Disc

DVD Player, DVD Recorder

CD-ROM Drive, CD-RW Drive, DVD-ROM Drive, DVD-Rewritable Drive, Combo Drive

TN/STN/TFT-LCD(LED Display)(VFD)(PDP)(OLED)(FED)(Projectors)

PD(CCD)(CIS)(Solar Cell)CMOSCIS

(LD)

Source: PIDA, 2007

IntroductoryStage

GrowthStage

MaturityStage Decline Stage

TotalMarketSales

CD-R/RW Discs

DVD Recorder

HD-DVD

Portable DVD Player DVD Recordable

Discs

IntroductoryStage

GrowthStage

MaturityStage

DeclineStage

CD Audio Player

Video CD Player

CD-ROM

CD-RW

DVD-ROM

DVD Rewritable

DVD Audio Player

Combo

Product Life Cycle

DVD Video Player

Pre-recorded Discs

:

Source: PIDA, 2007

Business Road Map

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

OLEDLEDBlue LDVCSELCMOS sensorBio chipPDPFED

: PIDA 2007

Source: PIDA, 2007

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

2005 2006 2007 2008 2009

2005 2006 2007

2,196 10% 2,755 25% 10% 4,332 57% 14%

22,705 32% 25,220 13% 34% 29,952 19% 35%

2,579 3% 2,728 7% 3% 3,203 17% 4%

7,222 17% 7,276 2% 16% 7,550 4% 16%

284 1% 334 19% 1% 400 20% 1%

827 6% 838 3% 5% 926 11% 5%

35,814 13% 39,150 9% 13% 46,363 18% 15%

15%

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

2005 2006 2007 2008 2009

2005

1.5

: PIDA 2007

Source: PIDA, 2007

1 TFT-LCD 762,835 191% PDP -100%

2 105 ,764 49% TN/STN-LCD -35%

3 96,571 23% -13%

4 DSC 70,137 22% OLED -11%

5 TN/STN-LCD 51,953 TFT-LCD 19% -10%

6 (LED) 42,863 19% -6%

7 24,799 CMOS 15% -2%

8 24,275 (LED) 14% VFD -1%

9 17,103 13%

10 17,008 11%

2006

1.295% : PIDA 2007

Source: PIDA, 2007

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008

LEDLED

19901990

FPD FPD 2121

19961996

20052005

1984~2008

: PIDA 2007

Source: PIDA, 2007

---10

3%

1%

9%

24%

21%

42%2006

$1,278,063

2000

$334,387

30%

FPD

1995~2006

26%

39%

1%

1%

33%

1995

$99,865

64%

7%

19%

7%

2%

1%

: PIDA 2007

Source: PIDA, 2007

hats the next?

FTTH / Access

LEDLCDCD/DVDCCD/CMOS Sensor

Energy

LightingLED

Bio-Photonics

HDTVDVD

: PIDA 2007

Source: PIDA, 2007

200745014%

CAGR- 48%FPDLED

5

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

50,000

2002 2003 2004 2005 2006 2007(f)

: PIDA 2007

Source: PIDA, 2007

LED

0

2,000

4,000

6,000

8,000

10,000

12,000

Japan 2,987 3,337 3,637 3,964 4,281

U.S 845 709 851 1,022 1,226

Europe 666 1,106 1,181 1,350 1,546

Korea 613 750 931 1,111 1,282

Taiwan 1,164 1,313 1,445 1,589 1,732

China 425 534 695 853 1,089

2005 2006 2007 2008 2009

LED

LED

LED

LED / LD

LED

2007LED10%17%LED

: PIDA 2007

Source: PIDA, 2007

LED

Source: PIDA, 2007

LED

: PIDA 2007

Source: PIDA, 2007

LED

(20mA)

LED

LED

LEDLED

LEDLED

: PIDA 2007

Source: PIDA, 2007

0

500

1,000

1,500

2,000

020,00040,00060,00080,000100,000120,000140,000160,000180,000200,000

43 76 175 565 1,095 1,783 2,716 5,839 17,008 60,817 117,859 178,378

2004 2005 2006 2007 2008 2009

MW

0

500

1000

1500

2000

2006 2007 2008

Wafer Cell Module

MW

4CAGR- 135%200760020062.616%2008

8 15 19

: PIDA 2007

Source: PIDA, 2007

FPD

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

OLED 2,448 3,781 3,206 3,856 4,253 5,126

VFD 6,060 5,199 5,148 5,166 5,158 5,168

PDP 2,813 1,134 0 0 0 0

LCDTFT 485,560 640,264 787,305 925,804 1,081,267 1,223,557

LCDTNSTN 55,019 79,986 50,984 42,081 34,928 29689

2004 2005 2006 2007(E) 2008(F) 2009(F)

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

LCDTNSTN 32.0% 63.2% 60.3% 67.6% 64.7% 75.3%

LCDTFT 31.3% 34.8% 41.1% 41.5% 42.6% 43.6%

PDP 1.9% 0.6% 0.0% 0.0% 0.0% 0.0%

VFD 30.0% 27.3% 27.0% 26.5% 25.4% 24.6%

OLED 21.2% 27.0% 28.3% 24.5% 17.1% 13.7%

Microdisplay 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

FPD 28.2% 32.5% 35.0% 35.4% 36.6% 37.9%

2004 2005 2006 2007(E) 2008(F) 2009(F)

FPD

TFTTFT LCD41%

TFT LCD

iPhonePhoto Frame

: PIDA 2007

Source: PIDA, 2007

::

Atomic Force MicroscopyRaman SpectromicroscopyTime-resolved Fluorescence SpectromicroscopyPhotonic Force MicroscopyPhase DifferenctialPolarization Laser MicroscopyLive cell imaging systemGene / Chromosome imagingOptical tweezersConfocal MicroscopyIntraval Microscopyu-PET / U-CTX-ray MicroscopyMRIFluorescence imagingFunctional NIR imagingOptical coherence tomographyUltrafast imagingDiffuse optical Tomography SystemBioluminescent imagingCT Laser Mammography

LLLT

: PIDA 2007

Source: PIDA, 2007

LED

LED

LED

LED/LD

Roll-to-Roll

CNT-FED CNT

Roll-to-Roll

Source: PIDA, 2007

Source: PIDA, 2007

Trend of Demand and Gain

year

year1960 1999 2005

Dem

andG

ain

1980

Source: PIDA, 2007

The Road Not Taken

I took the one less traveled by, And that has made all the difference.

Robert Frost (18741963). Mountain Interval. 1920.

Source: PIDA, 2007

Source: PIDA, 2007

Thank you for your attention