Playnitride, Inc. · TWSE:6854
Playnitride — Investor Conference 2023
32 slides from Playnitride's conference presentation, Nov 17, 2023
Slide 1: Investor Conference
PlayNitride Inc. 錼創科技-KY Investor Conference Nov. 17 2023 Dr. Charles Li, Founder and Chairman of PlayNitride (6854 TT)
Slide 2: MicroLED: The ultimate display technology
PlayNitride Inc. 錼創科技-KY MicroLED will start changing the display industry landscape since 2023. PlayNitride, the world’s first publicly-traded MicroLED company, will be driving a decade-long paradigm shift in the global display technology. MicroLED The ultimate display technology US$395bn market ca
Slide 3: Disclaimer
PlayNitride Inc. 錼創科技-KY Disclaimer The information provided in this presentation contains all forward-looking views and will not be updated as a result of any new information, future events, or the occurrence of any circumstances. PlayNitride Inc. (the company) is not responsible for updating or re
Slide 4: Outline
PlayNitride Inc. 錼創科技-KY Outline I. What is MicroLED and Mass Transfer? II. MicroLED – The Ultimate Display Technology III. PlayNitride’s MicroLED Leadership IV. Appendix 4
Slide 5: I. What is MicroLED and Mass Transfer?
PlayNitride Inc. 錼創科技-KY I. What is MicroLED and Mass Transfer? 5
Slide 6: LED Structure Miniaturization
PlayNitride Inc. 錼創科技-KY LED Structure Miniaturization MicroLED, as the name suggests, is to miniaturize the structure of the LED by removing the LED package and substrate, so that the size of the LED device can be reduced to less than 50μm. A major feature of MicroLED is that the LED substrate is r
Slide 7: Mass Transfer and Chip on Carrier (COC)
PlayNitride Inc. 錼創科技-KY Mass Transfer and Chip on Carrier (COC) RGB substrate During MicroLED display production, it is necessary to mass transfer the three-color chips of R/G/B from their respective epi wafers to the temporary substrate and arrange the chips to the correct position according to th
Slide 8: II. MicroLED – The Ultimate Display Technology
PlayNitride Inc. 錼創科技-KY II. MicroLED – The Ultimate Display Technology 8
Slide 9: MicroLED Display
PlayNitride Inc. 錼創科技-KY MicroLED Display The MicroLED display combines the technologies of LED miniaturization and arraying, and directly mass transfers and bonds the MicroLED chips to the driving backplane, which has circuit structure design. Ordinary LEDs can only be used in large video walls due
Slide 10: We Are The Best Performer of MicroLED Display
PlayNitride Inc. 錼創科技-KY We Are The Best Performer of MicroLED Display Higher Efficiency & Longest Lifetime with Lower Power Consumption Best Reliability Highest Brightness & Fastest Response Time Contrast Ratio Highest Pixel Density Flexible and Bendable 10
Slide 11: MicroLED Display Is The Ultimate Display Technology
PlayNitride Inc. 錼創科技-KY MicroLED Display Is The Ultimate Display Technology 11
Slide 12: MicroLED Display Market: US$7.6bn, 2029
PlayNitride Inc. 錼創科技-KY MicroLED Display Market: US$7.6bn, 2029 MicroLED display revenue forecast (annual) 8,000,000 20.0% 18.0% 7,000,000 16.0% Revenue ($000) 6,000,000 14.0% 5,000,000 12.0% 4,000,000 10.0% 8.0% 3,000,000 6.0% 2,000,000 4.0% 1,000,000 2.0% 0 0.0% 2021 2022 2023 2024 2025 2026 2027
Slide 13: 2029 MicroLED Application Market Size & CAGR
PlayNitride Inc. 錼創科技-KY 2029 MicroLED Application Market Size & CAGR (US$’000) 4,000,000 TV 3,500,000 US$3.43bn 8y-CAGR 122% 3,000,000 Head Mount Display 2,500,000 US$2.49bn 8y-CAGR 224% 2,000,000 1,500,000 Smart Watch US$1.16bn 1,000,000 6y-CAGR 158% 500,000 Public Display Desktop Automotive (incl
Slide 14: Reduce MicroLED Cost For Market Penetration
PlayNitride Inc. 錼創科技-KY Reduce MicroLED Cost For Market Penetration The Cost of 75-inch 3840x2160 LTPS/RGB MicroLED Display Cost vs. MicroLED TV shipment Manufacturing Cost (%) Shipment (thousand unit) 100% 900 800 80% 700 600 60% 500 400 40% 300 200 20% 100 0% 0 2021 2022 2023 2024 2025 2026 2027
Slide 15: MicroLED Displays Can Be Everywhere
PlayNitride Inc. 錼創科技-KY MicroLED Displays Can Be Everywhere 15
Slide 16: MicroLED TV at CES 2023
PlayNitride Inc. 錼創科技-KY MicroLED TV at CES 2023 Samsung Electronics unveiled its newest MicroLED TV Lineup at CES 2023. The 2023 MicroLED lineup offers new models ranging from 50 to 140-inches (50, 63, 76, 89, 101, 114 and 140-inches) to provide consumers with a breadth of options for unparalleled
Slide 17: Large-size MicroLED Display (Modular PCB)
PlayNitride Inc. 錼創科技-KY Large-size MicroLED Display (Modular PCB) 89" 5K 32:9 P0.43 Curved MicroLED Display 17
Slide 18: Interactive Installation Art
PlayNitride Inc. 錼創科技-KY Interactive Installation Art Designed 10 years ago by Random International Design Company, this contemporary artwork "To Light You Fade", originally adopting OLED organic light-emitting materials, was re-interpreted by PlayNitride in this October, spliced by 2688 panels with
Slide 19: Transparent Display Technology Is the Future of Automotive Display
PlayNitride Inc. 錼創科技-KY Transparent Display Technology Is the Future of Automotive Display EQS Vision-S 7 Series Head-Up Side-Window Display Rear Mirror Display Display e-Mirror Display Dashboard Display Center Display All kinds of applications Future virtual cockpit Future 3D Cockpit 19
Slide 20: MicroLED Displays for Automotive
PlayNitride Inc. 錼創科技-KY MicroLED Displays for Automotive • 14.6" • 2560 x 1440 (202ppi) • Rollable (Curvature radius 40mm) • 3.5" • 141ppi • >100,000 dynamic lifting test • With Touch function (images from AUO website) 20
Slide 21: MicroLED Displays for Automotive
PlayNitride Inc. 錼創科技-KY MicroLED Displays for Automotive 9.4" flexible MicroLED display • more than 5.5 million MicroLED chips • less than 30μm MicroLED chip • LTPS plastic backplane • 228 ppi 21
Slide 22: Transparent and HDR MicroLED Displays
PlayNitride Inc. 錼創科技-KY Transparent and HDR MicroLED Displays LCD MicroLED LCD MicroLED 22
Slide 23: Wearable MicroLED Display
PlayNitride Inc. 錼創科技-KY Wearable MicroLED Display 1.39" 338ppi MicroLED Circular Display 23
Slide 24: MicroLED Micro-Display Is the Key for AR Glasses
PlayNitride Inc. 錼創科技-KY MicroLED Micro-Display Is the Key for AR Glasses Sensor Communication module Micro-display Light field engine Eye tracking Waveguide 24
Slide 25: Driving Technologies Lead to Various Applications
PlayNitride Inc. 錼創科技-KY Driving Technologies Lead to Various Applications 25
Slide 26: III. PlayNitride’s MicroLED Leadership
PlayNitride Inc. 錼創科技-KY III. PlayNitride’s MicroLED Leadership 26
Slide 27: We Facilitate The MicroLED Ecosystem
PlayNitride Inc. 錼創科技-KY We Facilitate The MicroLED Ecosystem PlayNitride core technology MicroLED LED Wafer Pixel-type Chip Epitaxy Chip-On-Carrier Process (COC) Display Product Module Mass ~ TFT / PM / PCB / Si Technology Driving Backplane Market available technology Market available technology Ma
Slide 28: Core of R&D And Technical Advantages
PlayNitride Inc. 錼創科技-KY Core of R&D And Technical Advantages High uniformity 6-inch R/G/B LED wafer Industry-leading • Uniform brightness across wavelengths, no need mass transfer, inspection and testing for binning • Self-made automatic mass transfer equipment High yield R/G/B MicroLED chips • Mas
Slide 29: Patent Portfolio
PlayNitride Inc. 錼創科技-KY Patent Portfolio 36% for potential Applications R&D technology PlayNitride total patent applications reached 730. Mass 2% Covering the entire MicroLED ecosystem. Technologies 19% Display 34% 730 617 COC 9% Number of Patents 470 342 234 Micro Chip Epi 156 22% 14% 48 70 128 14
Slide 30: Global Patent Ranking
PlayNitride Inc. 錼創科技-KY Global Patent Ranking PlayNitride's patent application ranks 6th in the world! From Yole Développement 《 MicroLED Displays Market, Industry and Technology Trends 2021 report》 30
Slide 31: Financial Performance
PlayNitride Inc. 錼創科技-KY Financial Performance Revenue (mn, NTD) (LHS) YoY (%) (RHS) EPS (NTD) (LHS) Gross Profit (%) (RHS) 800 160% 0 20% 136% 9% 700 0% -9% 140% (5) -3.59 -20% 600 -5.47 -40% 120% 500 (10) -60% 97% -80% 400 100% -90% 698.0 (15) -100% 300 -14.14 80% -120% 67% -129% 200 403.8 (20) -1
Slide 32: Q&A Session
PlayNitride Inc. 錼創科技-KY Q&A Session Website 32