Why Flexible Display comes from Korea?

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Korea has well balanced three pillars of flexible display technology. …

Korea has well balanced three pillars of flexible display technology.
Asia is the hub of consumer electronics in manufacturing and consumption
Korea has full line front and backend base for Smartphone & mobile devices
Germany is technically mature but brand and marketing wise immature
Japan is also technically mature but totally isolated and finally become Galapagos

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  • 1. Why Flexible Display comes from Korea? July, 2013 -Other than Japan, Germany or USA
  • 2. Executive Summary • Smartphone has business opportunities in mechanical parts & materials • The blue ocean of Smartphone value chain is HW components with novel materials • Production R&D process is the key to HW components business success • Without industry cluster support, a product can not be well commercialized • Smartphone has only two areas left profitable, its components and DCS • Korea has well balanced three pillars of flexible display technology • Asia is the hub of consumer electronics in manufacturing and consumption • Korea has full line front and backend base for Smartphone & mobile devices • Germany is technically mature but brand and marketing wise immature • Japan is also technically mature but totally isolated and finally become Galapagos
  • 3. Opportunities for smartphone iPhone 4S bill of materials (BOM) Source: IHS iSuppli (October 2011), Mirae Asset Research Greater China Smartphones and Components Market Smartphone has business opportunities in mechanical parts & materials
  • 4. S/W component (Embedded S/W) H/W component H/W component manufacturing process Source: Adapted from http://www.ericsson.com/ericsson/corpinfo/publications/ericsson_business_review/pdf/307/breaking_up.pdf H/W component development process Generic Component Provisioning Specific Component Provisioning S/W Application & OS Platform Device Provisioning Product specification Design Integration Manufacturing Distribution Consumer Brand value Definition Marketing & Sales After Sales Services Smartphone value chain Market Blue ocean of Smartphone value chain is HW components with novel materials
  • 5. Physical, electro- chemical performance Electro- chemical & mechanical production process Positive effect Negative effect Lab. R & D Process Production R & D Process Commercialization Process Packaging Material pool Production technology pool R & D Lab. Production R & D company Manufacturing company Tests Optimal Effect Smartphone H/W component value chain Market Production R&D process is key to HW components business success
  • 6. Implication of Smarphone value chain Source: adapted from http://www.mckinsey.com/~/media/mckinsey/dotcom/client_service/High%20Tech/PDFs/Making_smartphones_brilliant_March_2012.ashx 1 CMs = contract manufacturers; ODMs = original design manufacturers; OEMs = original equipment manufacturers 2 DCS = digital contents and service Component players CMs/ODMs /OEMs1 OS/app providers DCS providers2 Operators • Higher component pricing (New batteries, Display panels ) • Increased consolidation (e.g. Chipset players) • Increased smart device penetration PositiveNegative • Increased smart device penetration • Increasing OEM fragmentation • Increasing competition from ODMs • HTML5 disruption of OS layer & native apps • Increased adoption of mobile contents& services • New business models • Increased data penetration & ARPU • Decline in message & voice revenues in developed countries Market Smartphone has only two areas left profitable, its component s and DCS
  • 7. Three pillars of flexible display Flexible display panel technology Industry clusters, universities, technical resources, R & D resources Korea’s Industrial Advantage Korea has well balanced three pillars of flexible display technology Chemical engineering Electrical /Electronic engineering Mechanical engineering
  • 8. Korean Industry Cluster Korea’s Industrial Advantage Without industry cluster support, a product can not be well commercialized DEVELOPMENT OF MATERIALS MANUFACTURING OF NOVEL MATERIALS AND COMPONENTS MARKETING OF COMMERCIAL PRODUCTS AND APPLICATIONS With world's leading chemicals corporations, such as LG Chem and SK chemical and world market leader in electronic components such as LG Innotech, SDI & others, Korean industry clusters have excellent industrial expertise in novel material and electronic components development. Leading companies are active in Korean clusters to produce novel materials and electronic components The commercialization of new technology is also well represented in Korean clusters. Samsung and LG are not only producing but also marketing various electronics products. Other small and medium size electronic components and product manufacturers are active as well in Korean industry clusters Source: adapted from http://www.innovationlab.de/en/research/excellence-cluster-forum-organic-electronics/excellence-cluster-forum-organic- electronics-background/cluster-partners-value-chain/
  • 9. Source: http://unstats.un.org/unsd/trade/s_geneva2011/refdocs/RDs/GVC%20in%20Electronics%20Industry%20(Sturgeon%20-%20Sep%202010).pdf Asian industry cluster Korea’s Geographical Advantage Asia is the hub of consumer electronics in manufacturing and consumption
  • 10. Korea’s Geographical Advantage The biggest smartphone market Handset forecasts – emerging vs. developed markets Source: IHS iSuppli (October 2011), Mirae Asset Research Greater China Smartphones and Components Emerging market has more growth potential than developed market
  • 11. Industry clusters, universities, technical resources, R & D resources Korean advantage Korea has full line front and backend base for Smartphone & mobile devices Mechanical engineering Korea’s Competitive advantage
  • 12. Korea’s Competitive advantage German Mystery Mechanical engineering Industry clusters, universities, technical resources, R & D resources Technically mature but brand and marketing wise immature
  • 13. Japanese Isolation Technically mature but totally isolated and finally became Galapagos Korea’s Competitive advantage
  • 14. Who we are? Materials and System is Silicon Valley based high tech manufacturing startup
  • 15. Nanofiber flexible display material Materials & System develops revolutionary nanofiber flexible display material Conductive Ball
  • 16. e-Hybrid spinning technology Revolutionary nanofiber production technology Materials and System has revolutionary nanofiber mass production technology Electro spinning Rotary jet -spinning
  • 17. Thank You! Tel: 408-519-2267 eMail: jayhah7@gmail.com Skype: jayhah7 3003 N. 1st Street, Suite 221 San Jose, CA 95134, USA