Microsoft PowerPoint - 2012.06 Credit Suisse Investor Conference() [] (DIP) (SMD)

;
2011Q2LED LED
4
1983

SMD
1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 20061984 …
Oracle ERP
2010

(10) -

66
Automotives


(Ex. )

(Ex. )

(Ex. )

(Ex. )
2008 2009 2010 2011
(08-09)

2008

2009

2010

2011

1 Epson Toyocom 675 641 793 592 -5.01% 23.69% -25.36% 19.90% 22.10% 22.72% 16.73%
2 NDK 571 459 547 557 -19.60% 19.23% 1.75% 16.90% 15.80% 15.68% 15.74%
3 KDS 327 271 391 389 -17.03% 44.01% -0.44% 9.70% 9.40% 11.19% 10.99%
4 TXC () 222 241 301 327 8.33% 25.16% 8.64% 6.60% 8.30% 8.62% 9.24% 5 Kyocera Kinseki 304 292 297 265 -3.82% 1.47% -10.68% 9.00% 10.10% 8.50% 7.49%
6 Ventron 200 148 205 196 -26.05% 38.61% -4.39% 5.90% 5.10% 5.87% 5.54%
7 Rakon 96 82 106 111 -15.10% 29.94% 4.82% 2.80% 2.80% 3.03% 3.14%
8 Hosonic () 119 97 109 101 -18.24% 11.61% -7.00% 3.50% 3.40% 3.11% 2.85%
9 Taitien () - - 75 79 - - 5.19% - - 2.15% 2.23%
10 TEW 75 60 66 59 -19.87% 9.98% -10.74% 2.20% 2.10% 1.89% 1.67%
11 Micro Crystal 56 48 57 63 -15.18% 20.00% 10.53% 1.70% 1.60% 1.63% 1.78%
12 Pericom 53 48 56 52 -10.19% 18.07% -7.47% 1.60% 1.60% 1.61% 1.47%
13 River 51 41 47 52 -20.00% 14.95% 10.87% 1.50% 1.40% 1.34% 1.47%
14 Conner-Winfield 44 35 39 41 -20.23% 10.26% 5.94% 1.30% 1.20% 1.11% 1.16%
- Others - - - 402 655 - - - - 11.52% 18.51%
3,388 2,900 3,490 3,539 -14.39% 20.36% 1.39% : CS&A
9








,


b.
c.
250 *3
(2012/2013)
2.73 4.13 4.88 3.56 2.75 4.06 3.48
0.99 1.94 1.98 2.00 2.00 2.50 2.20
0.59 0.97 0.99 0.50 0.20 0.20 0.00
1.95% 3.20% 3.63% 6.25% 3.84% 4.47% 5.05%



18
450M 30%
650M 41%
840M 51%
1B 60%
1.2B 67%
4% 10%
Qty (M)
Crystal 3~4pcs, TCXO 1~2pcs
China – Smart phone China – Smart phone SR
250M (38%)
400M (48%)
550M (54%)
600M (52%)
• • 4G2014
-
Qty (K)
325M 336M 359M 388M 422M
Source: MIC Sep 2012
Qty (K)
Global DT/NB Forecast Global Tablet Forecast
20

0
200
400
600
Qty (M)
North America Latin America Western Europe Eastern Europe China Asia Pacific except China
55M 73M 109M
Qty (M)
LCD & PDP TV Smart TV Connected TV SR Smart TV SR
: Crystal 2~3pcs
Source: IEK Apr 2012
Qty (M)
Femtomcells Picocells
Global LTE Operators (Oct, 2012)
Global Smallcell Deployments
23
8,675
Qty (K)

24
46