1. 2020 2009 12 19

2.

SWOT

2020

3. (1/4)

• 2009 -4.04% GDP X-M -0.66% -4.40%

• X-M GDP -0.66%

• -4.40%

• • IC LCD

4. (2/4)

• • IC LCD

5. (3/4)

70.97% ICT 69.85%

• IC LCD ODM

• • LCD DRAM

• ICT 39.14%

• 13.94% 27.94%

• • • vs. vs.

• • GDP

6. /

/ / /

7. (4/4)

• • BOP

• 1. 2.

• GDP

8. 9.

2015

2020

• technology outlook innovation outlook

• Mega trends

10. -- 11. 2020

• 2019 65 14% Home Market

• 15-65 2015 50 74%

• /

12.

2008 28.9%

• 22% 16%

• 1994 12.8% 2008 7.6%

• ECFA

GDP 2003 3.535.32.625.90.99.46.463.70.11.02004 3.938.72.928.41.010.35.655.30.66.02005 4.038.22.927.81.110.43.937.72.524.12006 4.538.73.328.21.210.54.942.02.219.32007 4.739.43.428.61.310.84.940.92.319.7 13.

• 2009 2008-2020

• • 2020 GDP 72,500 GDP 135,000 2

• 2020

• • 20 100

2006~2020

• 2011-20

• 2021-50

showcase

14.

GDP 0.23 316 61 1.1

GDP 0.25 992 220 3.6

GDP 0.67 1.09 374 1.03

GDP 0.48 6,213 374 2.36

GDP 0.65 7,729 453 1.47

GDP 0.20 848.32 319 8

GDP 0.25 7.11 110.8 157.72

2008 15. China EU Information Technology Standards research partnership ICT

1992

• • 3G 4G 6

16. (1/3)

• Centre for Economics and Business Research 2009 GDP 49.4% 2012 45%

• • CEBR

• UNDP 2009

• • 2009 7% 6% 5% 3~4%

17. (2/3)

• • CSN 40

• National Academies 2009 1

• LCD

18. (3/3)

good enough market

• Sony 199 Flip

• Apple iPhone 99

• Tesla 10.9 Model S 5.64

• Panasonic 50 100

• /

19.

U

• /

20. (1/2)

2012 2009 12 2020 2050

/

20-20-20 2008

2020 1990 20% 20% 20%

2020 1990 25%

2020 2005

2020 15%

2020 2005 4000

(American Clean Energy and Security Act, ACE Act)

2020 2005 17%

21. (2/2)

2009

• Japans Targets

• Technology Development and Diffusion

• Framework to move towards a Low Carbon Society

• Support for regional and citizens initiative

(Incremental innovation) ( Radical innovation) ( Changes of technology system) ( Changes in techno-paradigm)

22. SWOT 23. SWOT

ICT IC IC

24. SWOT

ICT

25. SWOT

B2B B2C

26. SWOT

/

FTA

27. 2020 28.

+

• +

• B2B value capturer

• • Solution

A-Team + +

• +

• • A-Team B2B

• • P2P B2C

29. 2020

• 2015

A Harvester of Experience Economy value capturer

• showcase

30.

/ / 31. value capture

70.97% ICT 69.85%

• ICT

ICT

• Wii X-Box

32. 2015 2005 2015 2025 33. 2020

2015

• A

• B

• C

• D

A B D B A C B C / / / 34. 2020 / (1/3)

• • F4

• KPI

35. 2020 / (2/3)

• KPI:

36. 2020 / (3/3)

• • DRAM LCD

• KPI:

37. 2020

/ 2015 38. 2020 I

• 2019 65 14% home market

• /

• A-team

• /

39. 2020 II

• GDP 5%

• ODM

• /

40. 2020 III

• 2020 1990 20% 2005

• 90%

• now or never

• /

41. (1/2)

• scale up

• / / / /

demanding needs / 42. (2/2) solutions / solutions 43. (1/2)

ECFA

• ECFA

• /

44. (2/2)

• LCD LCD TV LCD

• solution

• living lab

• showcase

45. / + ECFA + 46. 47. 1.2008 Global Insight Inc 2. GDP GDP = C + I P + G + I G + X - M 2007 100% = 59 + 17 + 12 + 5 + 73 - 66 2008 100% = 62 + 16 + 13 + 5 + 74 - 70 2009 (f) 100% = 62 + 11 + 13 + 6 + 64 - 56 12.1 = 7.5 + 1.3 + 1.6 + 0.7 + 7.7 - 6.7 -4.04% = 0.12% - 4.40% + 0.37% + 0.53% - 0.66% 2006 4.12.82.92.011.67.04.808.45.25.85.15.42007 4.02.02.62.313.06.45.707.85.16.34.87.22008 2.21.10.7-0.79.02.40.061.12.24.62.64.62009(f) -2.6-3.0-2.4-6.86.9-2.9-4.5-7.7-3.3-2.2-3.0-0.1 48. (1/2) GDP 2006 2008 CIER 2009/06 49. (2/2)

GDP ( )

ICT ICT

ICT

2006 CIER 2009/06 50.

• B 2008 53.11%

1: A A B B 2: A B 51.

BOP

( ) 52. 2015 IEK(2007) 53.

Hub of Global Resource Network Industrial Tech Value Initiator Innovator of Soft Economy Pioneer of New Life Style Business Value

Transformation of core competencies

Degree of Innovation

Efficiency-oriented core competencies & outreach in line with GINs

Intellectual capital & creativity

New market insights

New value propositions

New business models

New capabilities arising from test bed

Technology branding