Hannstar Display Corp. · TWSE:6116

Hannstar Display — Investor Presentation (November 2001)

20 slides from Hannstar Display's investor presentation, Nov 9, 2001

  1. Slide 1: November 9, 2001

    November 9, 2001 Visit us at www.hannstar.com

  2. Slide 2: 19S eas eh Hann

    9 19S eas eh 2 Hann

  3. Slide 3: F 90/10/31 2,774 32% 13% 1,519 55%

    F 90/10/31 2,774 884 32% 371 13% 1,519 55% 3

  4. Slide 4: TFT-LCD product mix

    12.1 ” 8% 14.1 ” 25% 15 ” 67% TFT-LCD 15 14.1 12.1 ( ) 85 36 13 134 4

  5. Slide 5: Shipment ramp-up

    Shipment 300,000 2001 Smoothly Ramp-up 250,000 200,000 150,000 100,000 50,000 - Apr-00 Jun-00 Oct-00 Dec-00 Feb-01 Apr-01 Jun-01 Oct-01 Dec-01 Aug-00 Aug-01 MM/YY 89 4 90 1 90 2 90 3 ( ) 232 222 513 608 (QoQ %) - -4% 131% 18% 5

  6. Slide 6: Customers: Toshiba, Compaq, Dell, OEM

    Toshiba Compaq Dell OEM ( < 5% ) 21% 25% 5% 19% 14% (Toshiba ) 16% 6

  7. Slide 7: TFT-LCD market share ranking

    2001 Q2 T F T-L C D 2 0 0 1 /Q 1 2 0 0 1 /Q 2 2000 2001 Q1 2 1 .5 % 2 0 .1 % 4 0 .6 % 1 5 .1 % L G -P h ilips 1 5 .3 % 1 8 .8 % 9 1 .9 % 5 1 .0 % 7 .0 % 9 .1 % 9 1 .0 % 5 9 .5 % 9 .4 % 8 .2 % 1 2 .0 % 5 .9 % 7 .4 % 7 .2 % 3 3 .2 % 1 9 .3 % 2 .6 % 4 .9 % 2 4 9 .4 % 1 2 9 .8 % 4 .6 % 4 .9 % 5 1 2 .2 %

  8. Slide 8: % 9,549 13,777 69% 13,161 18,474 71% (3,612) (38) (4,697) 77% 778 8 1,048

    90 3 % 90 9,549 100 13,777 69% 13,161 138 18,474 71% (3,612) (38) (4,697) 77% 778 8 1,048 74% (4,390) (46) (5,745) 76% (963) (10) (1,142) 84% (5,354) (56) (6,888) 78% 8

  9. Slide 9: Cost reduction versus price drop

    • 36% cost reduction Total Cost R Price 48% price drop 9

  10. Slide 10: Hann

    10 Hann

  11. Slide 11: Oversupply and demand forecast

    • 2002 Oversupply % (S-D) / S Demand Forecast (Unit:K) Year Monitor Notebook 25.0% 24.1% 2001 15,081 25,116 2002 23,489 30,000 Oversupply 20.0% Source: DiplaySearch, MIC, Hannstar 15.0% 14.0% ABN AMRO 0.3% 13.6% ABN AMRO 2.7% Warburg -5.0% Warburg 1.5% IDC 0.1% 10.0% 10.0% 9.8% IDC 2.0% 9.0% 6.9% 6.

  12. Slide 12: DisplaySearch forecast 1999-2005

    1999~2005 • 2002 17% 6 0 ,0 0 0 30 % 5 0 ,0 0 0 25 % 4 0 ,0 0 0 20 % 3 0 ,0 0 0 15 % 2 0 ,0 0 0 10 % 1 0 ,0 0 0 5% 0 0% 1 99 9 20 0 0 20 01 2002 2003 2 0 04 20 0 5 S hip m e nt s 1 8 , 60 0 2 3, 60 0 2 5, 11 6 30 ,0 0 0 35 ,4 0 0 4 1 ,4 1 8 4 8, 45 9 G ro w t h 23% 27% 6% 19% 1 8% 17 % 1 7% DisplayS

  13. Slide 13: LCD monitor panel forecast 1999-2005

    1999~2005 LCD • 2005 LCD 5 LCD Monitor Panel 53,690 150% 2001 134.7% 50,000 LCD 45,889 125% 40,000 34,764 100% 30,000 55.8% 56.4% 75% 23,489 48.0% 2003 5 20,000 LCD 15,081 50% 32.0% 530% 10,000 6,425 25% 4,109 16.9% 0 0% 1999 2000 2001(f) 2002(f) 2003(f) 2004(f) 2005(f) MIC 2001 5 13

  14. Slide 14: IDC Q2 2001

    14 ° 2001 30% Bea IDC Q2 2001 Hann

  15. Slide 15: Hann

    15 Hann

  16. Slide 16: Future and now

    A. ( ) 2 Future High-end Multi-media N/B PC Monitor, TV Now Notebook Monitor PC 12.1 15 15 18.1 16

  17. Slide 17: B . (All-in-one) C .

    B. ( ) (All-in-one) LCD / C. (business process) D. 17

  18. Slide 18: Time to market

    • • • • • • • • •Time to market • 18

  19. Slide 19: Key performance, product technology program

    Key Performance Product Technology Program Size 15”® 18” ® 22” Gen. 3 ® Gen.5 Resolution SXGA ® UXGA ® QXGA Al-gate HAR COA Brightness 250 ® 350 ® 450nit HAR COA Fast Response 35 ® 25 ® 15msec Low viscosity LC and thin cell gap Thin Cell 0.7 / 0.7 ® 0.5 / 0.5 Polish, COA Low-EMI & Power Electronic S

  20. Slide 20: TFT-LCD

    • TFT-LCD • 90 4 • TFT- LCD TFT-LCD 20

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