new business development · 2017-12-27 · • non-mobile business sales ratio 30%+ by fy2020 ii....
TRANSCRIPT
New Business Development: JDI’s Reflective Color LCDs
Strengthening our non-mobile product portfolio and BtoB business
Shuji Aruga Director and COO
June 15, 2015
2 Copyright © 2015 Japan Display Inc. All Rights Reserved.
I. Medium-term management goals • Non-mobile business sales ratio 30%+ by FY2020
II. Business development: JDI’s reflective color LCDs 1. JDI’s reflective color LCD core technology 2. Reflective color LCD applications 3. Target markets (growth expectations, core tech & customer value)
(1) Wearable devices (2) Industrial devices (3) Electronic shelf lables & PoP (4) Special-purpose PC monitors/readers (5) Digital signage
III. Summary • Sales target
Agenda
3 Copyright © 2015 Japan Display Inc. All Rights Reserved.
■ 3 years: Achieve an overwhelming leading position in the smartphone market
■ 5 years: More than 30% of sales derived from non-mobile display business (automotive, reflective LCD, OLED)
Time
Sale
s Non-mobile display
5 years
Automobile
Reflective LCD
OLED
I. Medium-term Management Goals
Mobile display
4 Copyright © 2015 Japan Display Inc. All Rights Reserved.
II. Business development: JDI’s reflective color LCDs
5 Copyright © 2015 Japan Display Inc. All Rights Reserved.
1. JDI’s Reflective Color LCD Core Technology
(1) Short battery life for mobile devices Battery quickly depleted!
(2) Poor visibility outdoors
Problems for customers
■ Reflective LCD solves transmissive LCD problems
(indoor) (outdoor)
6 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Benefit of Reflective LCD ー Ultra-Low Power
■ Backlight unnecessary in illuminated areas Saves power ■ Memory in Pixel (MIP) More power saving
Transmissive LCD Motion video Still images
Back- light
Pow
er c
onsu
mpt
ion
Data writing
Reflective LCD
No backlight MIP Approx.
20% Approx. less than 0.5%*
100%
*JDI estimates
7 Copyright © 2015 Japan Display Inc. All Rights Reserved.
What is “Memory in Pixel” (MIP)?
Liquid crystal
TFT
Reflected light
SRAM
Pixel electrode
Memory In Pixel (MIP)
■Uses LTPS-CMOS technology
■ Data writing to memory for each frame unnecessary as each pixel holds data. Result: ultra-low power consumption
■ Each pixel has built-in-memory (SRAM*) * Static Random Access Memory
8 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Reflective Color LCD Issues ■ Color filter reduces reflectivity ratio and darkens screen.
Light
Reflects only each RGB color
Reflects all light
Refle
ctiv
ity (
brig
htne
ss)
Monochrome Color
Blue Pixel
Green Pixel
Red Pixel
Gets dark
Light
9 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Reflective Color LCD Reflectivity Remedies
Color
Mono
Monochrome Color LCF Ag RGBW
Brightness (image)
JDI’s three core technology improvements Re
flect
ivity
JDI core tech (1) Scattering
JDI core tech (2) Pixel electrode material
JDI core tech (3) WhiteMagic™
10 Copyright © 2015 Japan Display Inc. All Rights Reserved.
JDI Core Technology (1) ー Scattering
Light
LCF (light control film)
■ Improves reflectivity by optimizing LCF (light control film) characteristics
Internal scattering
Light
Not visible
JDI core tech (1) Scattering
Refle
ctiv
ity
Conventional technology
JDI core technology
Scattering in all directions Dark
Directional scattering Bright
Pixel electrode
Pixel electrode
Visible
Not visible
Visible
Optical scattering layer
Mon
ochr
ome
Colo
r
LCF
Ag
RGBW
11 Copyright © 2015 Japan Display Inc. All Rights Reserved.
JDI Core Technology (2) ー Pixel Electrode Material
■ Highly reflective silver metal used in reflective electrodes
Mon
ochr
ome
Colo
r
LCF
Ag
RGBW
Wavelength
Refle
ctiv
ity
80
100
Al
Ag
- Developed process technology using silver
Conventional tech
JDI core tech JDI core tech (2) Pixel electrode material Re
flect
ivity
12 Copyright © 2015 Japan Display Inc. All Rights Reserved.
JDI Core Technology (3) ー WhiteMagic™
■ WhiteMagic™ improves reflectivity
Conventional tech RGB RGBW
Input data
R0 G0 B0 W1
R1 G1 B1
Increases reflectivity
Insert white pixel
WhiteMagic™ algorithm High reflectivity
JDI core tech
Refle
ctiv
ity
Maintains RGB ratio & image quality
JDI core tech(3) WhiteMagic™
Refle
ctiv
ity
Mon
ochr
ome
Colo
r
LCF
Ag
RGBW
13 Copyright © 2015 Japan Display Inc. All Rights Reserved.
JDI core technology ・ LTPS ・ MIP ・ LCF ・ Ag ・ WhiteMagic™
Reflective color LCD ・ Ultra low-power
consumption ・ High visibility
Solution Problems for customers
・Battery runs out quickly ・Poor visibility in sunlight
Problems with transmissive LCD
Problems with OLED (self-luminous)
JDI will make changes to everyday life through innovations
in reflective color LCD
JDI Core Technology ー Summary
14 Copyright © 2015 Japan Display Inc. All Rights Reserved.
1 2 3 4 5 6 7 20 30 (inch)
Wearable devices
Digital signage
25”~
Special-purpose PC monitors/readers
1.34”
0.99” 1.2” 1.39” Industrial devices
2~4”
2~3”
ESL*/POP
4”~
6~25”
2. Applications of Reflective Color LCD
*ESL: Electronic shelf label
15 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Market type
(1) Replacing existing products and tech with reflective color LCDs
(2) Creating or uncovering new markets for reflective color LCDs
Target applications
Entry scenario
Replace current products by solving problems for customers
Tap into potential market demand and create new markets
Wearable devices
Industrial devices
Electronic shelf label POP
Digital signage
Special purpose PCs/readers
3. Target Markets
16 Copyright © 2015 Japan Display Inc. All Rights Reserved.
■ JDI target
- Unit shipment (in millions)
Source: JDI based on various data
Market size for wearable (watch) panels
Wearable Devices Target mkt: Sports watches/health care products, leveraging MIP’s low-
power consumption High visibility and long battery life requirements fulfilled
Core technology Lower power consumption via MIP Reflective color LCD Customer value Longer battery life Good visibility in sunlight
(75)
(40)
68 72 74 (Billion yen)
Core technology and customer value
17 Copyright © 2015 Japan Display Inc. All Rights Reserved.
OLED Reflective Color LCD Transmissive LCD
カラー画像に差し替え予定
Outdoor Visibility (Photo)
18 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Industrial Devices Target mkt: Industrial products used outdoors and/or with batteries
High visibility and color display for outdoor use Long battery life, light/small form factor
Handy handsets Measurement equipment
GPS
Parking meters
Transceivers Other IoT
devices, etc.
(35)
(25)
237 230 223
Source: JDI based on various data
(Billion yen) ■ JDI target
- Unit shipment (in millions)
Market size for industrial device panel
Core technology Lower power consumption via MIP Reflective color LCD Customer value Longer battery life High visibility in sunlight
Core technology and customer value
19 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Electronic Shelf Label and PoP Target mkt: Supermarkets, convenience stores, drug stores, high-class
specialty stores (liquor, meat, fresh foods, etc.) Effective ads with color display
(100)
(250) 47
57 63
Source: JDI based on various data
Market size for Electronic Shelf Label ■ JDI target
- Unit shipment (in millions)
(Billion yen)
Core technology Lower power consumption via MIP Color, operates at low temp. Customer value Longer battery life (button battery-powered) Color ads, use in freezers
Core technology and customer value
The photo is for illustrative purposes only.
20 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Special-Purpose PC Monitors and Readers Target mkt: Office-use devices requiring intensive reading, eco-responsive
PC monitors and lightweight tablets Reduces eye strain, eco-friendly and lightweight
PC monitors Pen tablets Tablets
The photo is for illustrative purposes only.
Core technology Lower power consumption via MIP Reflective color LCD Customer value Eco-friendly, lightweight Reduces eye strain
Core technology and customer value
21 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Digital Signage
Core technology Ultra low power via MIP Reflective color LCD Customer value Eco-friendly, emergency use in disasters High visibility in sunlight
Target mkt: Outdoor or semi-outdoor public signage, displays adapted to surroundings in restaurants, museums etc. using front light
Solar panels to enable “location free” and “eco friendly”
Solar panel
Outdoor sports
Bus stops
Multi- lingual
Store street displays
Emergencies, Disasters
Vending machines
Core technology and customer value The photo is for illustrative purposes only.
22 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Brightness: 270cd/m2
Photos of same outdoor menu illuminated by 50,000 lux
Reflective color LCD Transmissive color LCD
Outdoor Visibility (Photo)
23 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Touch Panel Application (1) Multilingual information guides and provision of various smartphone services
Enables operation in sunlight, greater location-freedom,
eco-friendly support
24 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Information maps
Photo is for illustrative purposes only.
Multilingual applications Building guides
Touch Panel Application (2)
26 Copyright © 2015 Japan Display Inc. All Rights Reserved.
Reflective LCD sales target: Replace existing products ¥60bn Creation of new markets ¥40bn↑
OP margin target: 10%↑
Wearable devices
Industrial devices
ESL/POP ¥60bn
Digital signage
Special-purpose PC monitors/readers
¥40bn↑
¥100bn↑
Time
Sale
s
5 years
Reflective LCD business
Replacement New markets
Automotive
Reflective
OLED
Sales Targets
Mobile display
Non-mobile display