Name Date

DEMO

Boyce Fan, December. 2014

智慧穿戴裝置大未來

日期：2 0 1 4年1 2月1 0日 地點：台北市電腦商業同業公會B 1會議室

Smartphone Grows, and then Smart Watch?

?

The shipment of smart phone rises year by year. However, the

momentum slows down.

Smart watch has become another device with great potential.

From Watch to Smart Watch

Function

Ecosystem Fashion

Multi-Functions, Worthwile or Worthless?

Time Connection with

Smartphone

Camera

Health

Athletics

Battery

Touch

Evolving from a device simply displaying time to a gadget

connecting all functions

Convenient or complicated as it involves with more features?

Google develops Android Wear and seeks possibilities to run

Android on diverse applications by building and optimizing the

platform.

Google Now is the core to Android Wear

Ecosystem, Platform a Key Factor

• Actual and useful information

provided at precise time

• Simple operation and interaction

• Predict preference and habit

• Promptly voice response

Apple Watch uses closed platform and sees potential to lead the

market.

Apple highly integrates App developments, including heath

monitoring and payment functions.

Ecosystem, Everyone is Looking Forward to Apple

Shape: Circular, rectangle

Flexible: Flexible substrate

Thickness/weight

Size: 1.3”,1.6”, 2.0”

Possibility of cross-industry integration

Fashion, Another Factor to Make Purchase Decision

Display Technology

Passive matrix TN STN

Active matrix TN VA IPS

PDP

E-Paper Black/White Color

MEMS

PMOLED

AMOLED Glass Plastic

• Digital watch/ calculator

• Mainstream technology on

display applications

• Outdated technology on TV

application

• E-reader, e-tag

• E-reader

• Mono color display

• TV, smart phone

TFT-LCD

Pros

Highly-developed technology

Ample capacity

Cons

Low panel transparency lifts

power consumption

Difficult to finish the abnormal

shape

Sony Smart Watch

• Transflective LCD

Moto 360

• Abnormal shape

LCD

E-Paper

Pros

Power saving, long standby

time

E-paper display causes less

harm to eyes

Cons

Poor color performance

Slow screen image shift

Pebble Watch

• E-Paper

• Black and white

MEMS

Pros

Uses ambient light and no

backlight is needed

Power saving

Full color display

Applies both IGZO+MEMS,

retaining low energy

consumption and improving

color performance

Cons

Cost and yield issues

Size constraint

Qualcomm Toq

• Mirasol panel

• Qualcomm disposes the machinery of its subsidiary

QMT and authorizes the MEMS technology to Sharp.

AMOLED

Pros

Flexible substrate is used

Ideal color performance

Cons

Cost and yield issue

Samsung Gear S Apple Watch

LG G Watch R ASUS Zenwatch

Apple Watch is the 1st

product on which Apple

uses AMOLED technology

and flexible substrate

Comparison of Different Display Technologies

Cost Power Color Bend Abnormal Shape

STN-LCD Low Low No No -

TFT-LCD Medium High Best Yes Yes

E-Paper Medium Low Poor - -

MEMS High Low Good No -

PMOLED Medium Medium Good Yes Yes

AMOLED High Medium Best Yes Yes

Technologies have both their pros and cons and all see potential on the smart watch application.

LTPS Capacity in Fabs under Gen5

LTPS technology is mainly used on high-end smart phones, and Smart Watch is another possible application.

Smart Watch Forecast from the Supply Side

With the entire existing capacity in fabs under Gen5, the output of Smart Watch would exceed 7.5 Billion units.

Smart Watch Forecast from the Demand Side

Assumption: ¼ of

smartphones are shipped with

smart watches

AMOLED is the Potential Technology for Wearable Devices?

Flat Curve Foldable Stretchable

AMOLED sees more advantages on small-sized and low-resolution devices. The application of flexible substrate expands possibilities for creation and imagination on wearable devices.

With P-OLED technology, Apple Watch sees possibilities on various types of designs.

Conclusion

Function

Ecosystem Fashion

The connection function facilitates the data transfer.

The implantation of excessive functions is not always valuable.

Platform developers play a key role in the build-up of ecosystem.

Apple holds potential to create demands.

The design of wearable device determines the actual sales.

Possibilities of cross-industry alliance with watch, consumer electronics, and luxury brands.

Different display technologies have their pros and cons on wearable devices. The key is to set up foundation for more possible future usages instead of only digesting capacity.

The application of AMOLED technology and flexible substrate brings imagination to wearable devices.