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锏段
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3 / 430 PCB / FPD / IC / / E-Biz NT$20 5. All Win 6. PCB / FPD / IC

4 -I (Head Office) m m 2 -PCB -PCB - IC / PCB / LCD -TFT-LCM 2-1 TEL

5 -II (Taichung Office) m m 2-500m TEL PCB -IC /RTP -TFT-LCD - / / UV

6 ,400 ( 4,500 ) 6 (G5~G8.5 TFT-LCD) IROV / UV MC (G5~G8.5 TFT-LCD) IRCP / HPCP (G5~G8.5 TFT-LCD) (PCB / CF) / ( / )

7 -III (Hsinchu Office) m m 2 PLASMA -PRS ( / ) - PE-CV/HDP-CVD( ) - ICP-Etcher/RIE-Etcher( ) TEL

8 -IV ( ) ( ) ( ) m m UV TEL ~3

9 / 24

10 Since 1966 TFT / ODM TFT/PCB ( ) Top ~ ~ ~ ~ 2006

11 ( )

12 95 ( ) ( ) A ( 10 / ) A+ 12 / / / A 183 / / / / B 583 / / / / C 254 / / C- / A

13 2006 5~7 (CAGR30%) (M&A) - AUO/CMO (PCB / ) ( /TFT ) IC TFT 24HRs ( -KM 6 ( 30%)

14 PCB HK - / KYM ASH A MEIKO

15 PCB NB HDI IC Substrate -BGA - Flip Chip 2000 HDI IC Substrate

16 PCB PCB NB HDI / IC Substrate -CSP -BGA - Flip Chip 2001 Demo NB HDI /

17 PCB/IC/LCD / NB HDI / / IC Substrate -CSP -BGA - Flip Chip 1000 PCB/IC / / / / / / / Amkor/

18 (Plasma) PRS ( / ) PCB / IC LCM LED / SOLAR CELL / 2001/2003 ICP Etcher- III-V LED III-V III-V Silicon 6 / 8 SOLAR CELL CVD- CVD ( TFT/OLED)

19 FPD / IC FPD / IC -- TFT-Array/Cell/CF TFT-LCM / IC

20 TFT TFT / Aging Oven TFT LCM 15~37 AUO / HannStar 180 Off-line Aging In-line Aging Aging Oven TFT LCM 17~37 LCD Aging CPT 200 Aging Oven TFT LCM 15~32 06-AUO 5

21 TFT TFT TFT Cell Section ODF seal cure Seal Main Cure TFT Array Section AUO G7.5 Stripping( ) G3.5 Annealing Oven TFT Cell Section PI / Rubbing( )

22 IR( ) TFT TFT TFT Color Filter C/F AUO G7.5 UV TFT Color Filter UV cleaner UV Curing AUO G7.5 / G6

24 - FPD Software Bio Tech MGV Panel Inserter MGV Port (Cassette Inspection) Robot Station Buffer Station OEM/ODM Macro Probe Frame Conveyor (CIM Software) MS-Proteomics

25 - /, Micromass Taiwan, ( ) Area Manager, Ametek Singapore (2%) (16%) (71%) (11%) 93 35%

26 - FPD Dept., Rick, Thomas, Micromass Taiwan Sales Manager, Mattson Service Manager, Mattson,, IBM Taiwan

27 - FPD Dept., Werner, Micromass Taiwan RD Manager, RD Supervisor,

28 - BIO TECH Dept. (Terence) (Philip)

29 - BIO TECH Dept.

30 - 3 (f) (f)

31 - (06H1) Robot Station(20%) Cassette Inspection 10% MGV 10% Cassette Inspection(10%) Life Science 3% Service 2% Soft Ware 1% G7.5 Macro(44%) Macro 44% Probe Frame 10% Robot Station 20%

32 -FPD Glass Conveyance AMHS Cassette Transfer Systems Integration Panel Inserter Loader/Unloader MGV MGV Port Buffer Station AGV/RGV Station Robot Station Defects Review/Inspection OEM Macro Cassette Inspection Probe Frame

33 - (MGV) MGV ( Manual Guided Vehicle) FPD : G2.5 G7.5 G2.5 to G5.0 Manual MGV G6.0 to G7.5 Power MGV Class 1/Class 100/Class MGV TFT LCD OLED AUO CPT IVO CMO AMTC

34 - (Panel Inserter) PI ( Panel Insert) FPD : 12 ~65 (Fork) (Roller) Class 100/Class1000 BCR VCR CIM 50 PI TFT LCD AUO : L10 C10 M10 L8 QDI : L3

35 - ( Cassette Inspection) TFT-LCD Rib Size bar Middle Stopper Column Class 1000 Stocker MGV Port : AUO L10 L8C L11 More than 10 CI in Fabs

36 - ( Buffer Station) TFT-LCD AGV Line RGV Line MGV Cassette Cassette AGV line AGV line/ AGV line RGV line/ AGV line MGV/ RGV line MGV Cassette Cassette AUO CPT

37 - ( Cassette Station) CMO : Cell AUO : C1 L8B L10 C10 C11 TFT-LCD Cassette Station LCD : 1. Stocker / EQ 2. Stocker / CV 3. EQ EQ 4. EQ / CV : (Robot) Sankyo JEL Yaskawa Hilata Toshiba Mitsubishi Nachi

38 -OEM/ODM TFT Array ( Probe Frame) Array PDI : PDI Probe Frame PDI PDI Probe Frame PDI QDI AUO CMO InnoLux HSD

39 -OEM/ODM G7.5 Macro

40 -Software (CIM Software) Configuratio n BC (M/PLC) Interface Built-in Simulator Logging Server GIF for Conveyor Built-in Simulator Operation Flow User Interface WIP track management Event Handler Center GIF for RB/EQ Built-in Simulator Conveyor Control Built-in Simulator Error Handler Maintenanc e Robot/Loader Control Interface Stocker In-line Interface AUO/CPT/QDI/Cando/InnoLux/ V-Tech / Orbotech Loader Unloader Cassette Station Sorter Line Controller Host CIM

41 -Bio tech (Protein ID) (Post Translation Modification [PTM] ID) (Protein expression profiling) 肽 (Phosphorylated Protein and peptide purification kits)

42 -Bio tech 肽 ESI-chips

44 % 8% IC & FPD PCB % 12% 13% 11% 54% 8% 7% 8% 21% 55% 7% 7% 7% 16% 61% 7% 20% 60% (F) 5% 5% 21% 06 1~9 6% 63%

45 ~09 13% UV 6% 21% 30% 22% PCB 8%

46 06 Q3 Income Statement 06 Q3 Income Statement Amount % Amount % Amount % 1,529, ,104, , , , , , , , EPS( ) Q1~Q3' Q3' % 6.7 YOY ( ) 2,500 2,000 1,500 1, % 8% 12% 10% 8% 6% 4% 2% (%) (F) 0%

48 FPD VS ( ) TFT Panel TFT-Array TFT-Cell TFT-LCM Color-Filter STN-LCD OLED Polarizer IR / / AMHS ( ) MACRO ( ) From CIM Software

49 Software PLASMA CIM (RIE) Software in-line Plasma CIM FPD/PCB -BIO TECH PLASMA

50 9% 15% 25% ( ) ( ) Joint-venture (AOI) IC / TFT / PCB & UV /1

51 M&A / / KM / GC ERP STEPPER 5 3 Roller Coater 2.5 TFT ( ) 3.5 Wafer RTP /Plasma ( )

52 ( 4~5 ) PCB / LCM / (G5~G7.5 ) 06 1~9 YOY +38% ~ 7 (CAGR +30%) 20% 1991~ %( )

53 ~ ,10.12

55 Source: Microsoft, 2006

57 Source: MIC, 06/Aug

58 Global PCB Outlook Source: Prismark, 06/May US$ PCB 05~10 6% China

59 Source:, 06/Aug

60 FPD,

61 Thank You Very Much

62 Q & A frankchin@csun.com.com.tw.tw evachen@csun.com.com.tw.tw

051208光電產業設備發展趨勢分析-2

051208光電產業設備發展趨勢分析-2 FPD Http://www.kingroup.com.tw Kingroup@ms.kingroupauto.com Tel: 04-23503313 Fax: 04-23503237 Kingroup Kingroup Kingroup Kingroup Kingroup 1970 1980 1990 2000 ABS PU IC LCD WLAN PDA Kingroup Kingroup GNP,000,000