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LED Vision & Everlight’s Strengths

LED Vision & Everlight’s Strengths. Company Features. Founded 1983 IPO Nov 1998 Business Focus Design Design, market & license intelligent light emitting diode (LED) packages. Offering

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LED Vision & Everlight’s Strengths

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  1. LED Vision & Everlight’s Strengths

  2. Company Features Founded 1983 IPO Nov 1998 Business Focus Design Design, market & license intelligent light emitting diode (LED) packages. Offering all kinds of visible and invisible LEDs solutions to meet customer’s demands. Customers Base Over 4,000 Customers Worldwide Headquarter Taipei, Taiwan Employees Approximately 3,000 World Wide Patents Over 30 Issued; Over 30 Ongoing

  3. Business Philosophy Innovation Excellence Business Philosophy Harmony Trust

  4. Organization Chart Board of Directors Audit Office President General Manager EnvironmentalHealth and Safety General Manager Office Production Group Sales Group Su-Zhou Factory Pan-Yu Factory Yue-Lee Factory Tu-Cheng Factory Logistics Division Technology Division R&D Division II R&D Division I Quality Assurance Division Financial Division HR Division MIS Division Great China Sales Division Overseas Sales Division Marketing & Sales Division

  5. Introduction • LED Lamps and Displays manufacturing established in 1983. • Infrared Products introduced in 1984. • Established global market presence through private label manufacturing. • ISO-9001, ISO-9002, ISO-14001 and TS-16949 certifications. • Publicly listed and traded on TAIEX • Design, market & license intelligent light emitting diode (LED) packages. Offering all kinds of visible and invisible LEDs solutions to meet customer’s demands. • Over 4,000 Customers Worldwide • Approximately 4,000 World Wide

  6. Total Solution for LEDs ■ LED Modules ■ Signage LEDs ■ High Power LEDs ■ Circuit Board Indicators ■ Infrared (IR) Components ■ LED Lamps and Displays ■Surface Mounted LEDs ■ Photo coupler ■ Light Bar

  7. Tu-Cheng Factory Suzhou Factory Yue-Lee Factory Super Bright LED, Blue/White, High Power LED IrDA, Photo Link, Photo Coupler Pan-Yu Factory Visible LED, ARRAY LED, Display, PT/IR/2PT, ITR, PDIC SMD LED, B/L LED, SMD, IRM Plants CHINA

  8. Global LED Market US$ Million • Total LED market in Japan dropped -7.4% in 2005 • Total LED market in Taiwan went up 7.8%，Everlight was 9.8% • Predicted total global LED market(11.3%) ，Taiwan(15%). Source：PIDA，2006/1

  9. Major LED’s Applications and Growth Outlook 57% 64% • Everlight’s marketing strategy will focus on handset 、BL and lighting applications conforming to the global development trends. Source：iSuppli，PIDA，2005/8

  10. Global White LED market Source：Fuji Chimera，PIDA整理，2005／10

  11. Forecast Demand For Handset with High Power LED 83% 48% Flash LED Growth Rate

  12. LED Vs.CCFL For Small Size LCD Backlight，LED’s Price is approaching CCFL .LED will replace CCFL to large Size LCD TV Backlight . According to Insight Media’s research report , Backlight LED in LCD TV will surpass more than 50% in 2010‧

  13. White LED seizes NB backlight market • Toshiba announced the first White LED backlight NB used in the world. LCD size is 7.2”and only weighs 980g. • 11/2005 Sony started selling White LED Backlight NB.Size:1.26Kg，and 21mm. VAIO embedded CD burner model is the thinnest in the world.(NT$59800~NT$69800) • 12/2005 Fujitsu started selling LED backlight NB with Lifebook P7120 series. Size:1.38Kg and 4.2mm、4.2mm 10.6” widescreen 16:9 aspect.

  14. LED Backlight in NB & LCD TV • Sony announced the first LED Backlight TV in 2004.11. • The LED Backlight TV market is upbeat due to SONY’s QUALIA series. • LED applied in NB is expansible. Source：Lehman Brothers

  15. Reading light Interior Light Dashboard UV light catalyst Turn Light、rear light and 3rd stop light Insignia decoration Antennae decoration light License Plate light Mirror reverse and turn light sidelight IR Night Vision Footrest light Headlamp Tire Pressure detector

  16. LED in Automotive Source：iSuppli

  17. Global LED lighting market • Genera1 2004~2010 CAGR=45% • Indoor Indicator 2004~2010 CAGR=36% Source：iSuppli

  18. Why Everlight ? Osram grants license to Everlight • Everlight is the 1st LED maker in Taiwan to receive Osram License for TAG phosphor. Our technology and experience leads other competitors. White LEDs license Nichia Osram Everlight White LEDs Cross license • Osram GmbH, Munich, and Everlight Electronics Co. Ltd., Taipei, recently signed a patent license contract. Osram has granted Everlight a royalty license to manufacture and sell surface mountable light emitting diodes (SMT LEDs) for white and coloured light and for other white LEDs with conversion technology, for which Osram holds patents. Typical applications include backlighting for mobile phone and car radio displays. • ( Source by OSRAM website Press )

  19. Why Everlight ? LED Supply Chain Integration LED Chip • Vertical integrated with Epistar (LED chip manufacturer) • Epistar is the biggest LED chip manufacturer in the world. • Epistar was approved by major companies all over the world. • Own a great many patents in chip technology. Epistar + United Epitaxy Epistar - Largest quaternary compound LED die maker in the world. Quad：1200KK Blue：300KK ITO : 120-150KK OMA：60-80KK LED Packaging Everlight • Advance new technology and product development through integrated supply chain. • Widest SMD LED product line with high production capacity. Offering fast lead-time and low cost.

  20. Core Competence • R & D • Certificates • Marketing • Manufacturing • Quality

  21. R & D Taipei Headquarter R&D Division I R&D Division II High Brightness LEDs SMD LEDs LED Lamp Array LEDs Infrared LEDs Infrared Sensor Photo Coupler New Products Modules Mechanical Optical Material & Chip

  22. Manufacturing Total Quality Management ■ ISO 9001 ■ ISO 9002 ■ ISO 14001 ■ TS 16949 ■ 6 - SIGMA ■ OHSAS 18001 ■ SPC Activities

  23. Environmental Protection

  24. Everlight’s current market strengths • Everlight is the leading company in LED package，Everlight has all series of LED products. • Everlight’s vertical integration with Epsitar gives Everlight unsurpassed dominance in the market. • Everlight’s market position： Taiwan No1 Taiwan No1

  25. Global Network

  26. Sales Turnover US Million

  27. Sales Distribution 2004’ 2005’

  28. Past Three Years Sales Patterns (A) (B)

  29. EL’s Product share in term of Applications Product share in 2005 Product share in 2006 • Consumer Electronics’ share is decreasing. • Mobile Phone will grow to a 40% share. • TFT LCD, Automotive and Display applications are increasing.

  30. LED Application Roadmap

  31. Future Target Market Future Target Markets： • Cell Phone • Automotive • Illumination • Back Light • Combine Solar cell’s application

  32. Financials Summary

  33. Income Statement

  34. 2007 Jan.-Nov. Financial Results(Unaudited)

  35. Dividend Policy

  36. Employee Bonus Reward & Dilution Effects

  37. Past 4-Years Financial Ratios

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