© 2013 BOE Technology Group
BOE TFT-LCD Biz Introduction
TPC SBU
© 2013 BOE Technology Group
Y’2013 Jul. G8.5 Oxide/AMOLED Line (B5) in Hefei Equipment Moved in
Y’2012 Dec. G8.5 Oxide/AMOLED Line (B8) in Chongqing Announced
Y’2012 Oct. G8.5 Oxide/AMOLED line (B5) in Hefei roof-capping finished
Y’2012 Oct. G5.5 AMOLED/LTPS line (B6) in Ordos roof-capping finished
Y’2011 Sep. G8.5 line (B4) in Beijing mass produced
Y’2010 Oct. G6 line(B3) in Hefei mass produced
Y’2010 Q1 Acquired of JEAN ODM/OEM Business
Y’2009 Q4 G4.5 line(B2) in Chengdu mass produced
Y’2005 Q1 G5 line(B1) in Beijing mass produced
Y’2003 Q1 Merged HYNIX(HYDIS) LCD Business Unit
Y’2001 Q1 Renamed as “BOE Technology Group Co., Ltd”
Y’2000 Q1 Listed A share in Shenzhen Stock Exchange
Y’1997 Q1 IPO Listed B share in Shenzhen Stock Exchange
Y’1993 Re-engineered as Beijing Orient Electronics Group Co., Ltd.
Before Y’1993 BOE started TN display business from 1980.
TFT-LCD FPD Display
Color CRT Display
CRT
TN Module 1
1997 - 2001
2003 - 2005
2008 - 2013
Before 1993
1993
1-1. BOE Group Milestone
© 2013 BOE Technology Group
1-2. BOE TFT-LCD Organization
Chairman D.S WANG
President Y.S CHEN
DISPLAY
Business Unit
SVP Z.Q YUE
COO EVP/X.D LIU
CO-COO M/A SBU GM
EVP/J.H WANG
VP Q.S Li
VP S.K Lee
Operation Management
Global SCM
Product Design
Sales Planning
E.D. Hao Jin
GM Michael
Jing
GM Richard
Kim
GM Randy Chen
NB BU MNT BU TV BU
GM Jason Li
GM X.D Liu
TPC BU Mobile SBU
SVP Z.H Zhang
Global Manufacturing
2
As of Jan 1st , 2013
R&D Center
S. Director Xue Dong
SVP David Li
Global Marketing & Sales
© 2013 BOE Technology Group
3
1-3. BOE Group Biz Overview
BOE is the sole company in local China owns the TFT-LCD core technology at now.
By December 2012,the total assets was 68.1 billion and net assets was 34.1 billion ;
BOE has owned more than 9000 workable patents and added more than 2500 patents in 2012;
Display Device
Display System
Energy and Environmental
Protection
Electronic Material
small-to-medium-size TFT-LCD
large-sized and medium-sized TFT-
LCD
small-to-medium-size
AM-OLED
large-sized and medium-sized AM-
OLED
brand business
OEM business
solar energy
optical
electrical power
transmission/distributi
on system
semiconductor
material
Display Biz
electric vacuum material
© 2013 BOE Technology Group
1-4. BOE’s Industrial Cluster
BOEOT G5 a-Si
100k/m
• Mobile Phone: ~5.7”
BOEHF G6 a-Si/Oxide
100k/m • Mobile Phone: ~5.7” • Tablet: 7”~10.1” (Above 300PPI) • IT: 11.6”~21.5”
BOECD G4.5 a-Si /LTPS
45k/m
• Mobile Phone:1.5”~5” • Applications
BOEDT G8.5 a-Si
90k/m
• MNT: 18.5”~27” • TV: 26”~ >90”
BOE G5.5 LTPS/ LTPS AMOLED
60k/m
• Mobile Phone: ~5.7”
LTPS MP: 1Q’14 OLED MP: 2Q’14
B1 B4
B2 B3
B6
BOEHF G8.5 Oxide/Oxide AMOLED
90k/m
• Tablet: 9.7”~10.1” • IT: 15.6”~27” • TV: 32”~82”(Above UD)
B5
LTPS: 4Q’12(5K) Oxide TFT MP: 4Q’12(2K) Oxide TFT MP: 1Q’14
Chengdu
Ordos Beijing
Hefei
Panel FABs
R&D Center
MP
Under Construction
4
BOECQ G8.5 Oxide/Oxide
AMOLED
90k/m
B8
ChongQing
© 2013 BOE Technology Group
1-5. BOE TFT-LCD Product Line-up
5
G5/G5.5 G4.5 G6 G8.5 110“ 55 ”
~ 40 ”
37 ”
~ 26 ”
23.6 ”
~ 15.6 ”
14.1 ”
~ 11.6 ”
10.1 ”
~ 8 ”
7 ” ~
3.5 ”
3.2 ” ~ 2”
Loading plan can be changed by
market situation.
NB : G6↔G8.5
MNT : G5↔G6↔G8.5
TV : G6↔G8.5
Mobile
Application
NB
MNT
TV
3.5”~25”
10.1”~15.6” 18.5” ~23.6”
26”~55”
1.52”~6”
4”~7”
7”~11”
Mobile/APP Product
Tablet/NB/ MNT/TV Product
Mobile/Tablet/NB Product
Mobile/APP Product
18.5” ~21.5”
7”~11”
3.5”~7”
7”~11”
10.1”~15.6”
© 2013 BOE Technology Group
1-6. BOE in global competition
6
BOE has improved its position in global industry competition by the tireless efforts
nearly ten years.
The Gross Profit (Y2012): 1.LG 2.Samsung 3.BOE 4.INNOLUX 5.AUO 6.Sharp
The Patent (Y2012): 1.Samsung 2.BOE 3.LG 4.Sharp 5.AUO 6.INNOLUX
The Shipment (Y2012): 1.LG 2.Samsung 3.INNOLUX 4.AUO 5.BOE 6.Sharp
© 2013 BOE Technology Group
1-7. Major W/W Customer Base
6
Monitor
Notebook
TV
Mobile/
Tablet
© 2013 BOE Technology Group
1-8 Why BOE
8
Rich experiences in industry - Own solid customers base, from
mobile, monitor, notebook and TV
market.
- Stable quality and production
management ability
Strong technology ability - Self-owned core TFT-LCD intellectual
properties
- Can apply FFS technology in all
products without restriction
- The only company who uses FFS
technology in all applications and FABs.
- Is keeping expanding and developing
new technologies and patents.
High logistic efficiency - All BOE’s panel facilities are
located in China, which are close
to ODM/OEM factories.
Fast growing capacity - Top 5 TFT-LCD panel maker
in the world by 2012.
- Keep expanding capacity in
both a-Si and LTPS/AMOLED
High influence in China market - The biggest optoelectronics company in China
- High reputation and penetration in China market
- Good relationship with Chinese government
© 2013 BOE Technology Group 10
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