Display Technology Update
Dr. Brian Shieh
CORPORATE VICE PRESIDENT, GENERAL MANAGER
External Use
Safe Harbor Statement
2
This presentation contains forward-looking statements, including those regarding our
industry outlooks, growth opportunities, market positions, products and strategies.
These statements are subject to known and unknown risks and uncertainties that
could cause actual results to differ materially from those expressed or implied in our
current views, including: uncertain global economic and industry conditions; demand
for mobility products; customers’ new technology and capacity requirements; the
concentrated nature of our customer base; Applied’s ability to (i) develop, deliver and
support a broad range of products and expand its markets, (ii) achieve the objectives
of operational initiatives, (iii) obtain and protect IP, and (iv) attract, motivate and retain
key employees; and other risks described in our most recent SEC Form 10-Q. All
forward-looking statements are based on management’s estimates, projections and
assumptions as of July 8, 2013, and Applied undertakes no obligation to update any
forward-looking statements.
External Use
Growing Visual Expectation : Four Key Display Trends
4K TV 8K TV
>600ppi phoneFull HD TV
>326 ppi phone
70” TV
5” Phone
40” TV
3.5” Phone
Mobile TV Ubiquitous
55” TV
4.5” Phone
All Driving Increased Equipment Intensity & Opportunity For Share Gain
SIZE
RESOLUTION
OLED
FORM FACTOR
TODAY
External Use
OLEDHigh-Res LCDStandard LCD
Backlight
Liquid Crystal or
OLED Liquid Crystal Liquid Crystal
Color Filter
LTPS or MOx TFT LTPS TFT
RGB OLED
TFE
Transistor Plane
(Back Plane)a-Si TFT
Front PlaneColor Filter
iPhone5
326ppi
iPhone3
163ppi
Mobile
Device
440ppi
Optimizing Resolution, Power & Form Factor High Value Display Opportunity
LEDLED
External Use
Size & Resolution
CA
PE
X $
/m2
Size, Resolution, OLED, Form Factor Drives Growth
TV
a-Si LCD
MOx-LCDOLED
65”
42”
10
13
20+
# of CVD/PVD per G8.5
Resolution, Battery Life & Form Factor
CA
PE
X $
/m2
LTPS
LCD/OLED
Flexible
OLED
3.5”
5.5”
a-Si
LCD
MOBILITY
8
15
20+
# of CVD/PVD per G6
x
External Use
LCD OLED
MOBILE
HVPs in Advanced Displays : Killer Particle & Uniformity
32” FHD94% yield
55” FHD83% yield
55” 4K2K33% yield
TV
Transistor active area
► Particles > 10x Density Reduction
DEVICE PERFORMANCE & YIELD REQUIREMENTS
► Uniformity 3X improvement
External Use
CVD DVS : Uniformity and Low Defect
Diffuser with HCG
(Hollow Cathode Gradient)
Plasma Uniformity
Control
Demonstrated
Uniformity up to Gen10
Top-Down RPSC(Remote Plasma Source Clean)
Uniform and Efficient
Chamber Clean
Patent
Protected
IEEE
Innovation
Award
External Use
Defect Control
Planar
Full-surface erosion
“Self-Cleaning”
Minimum Nodules
and Re-Deposition
Rotary
Clean Target Erosion over Life
Programmable Magnet Wobble
AlCu Mo ITO IGZO
Open (Spacious)
Architecture
Rotary
Uniform Gas Flow
PVD DVS : Uniformity and Low Defect
Uniformity Control
Planar
Obstructed Gas Flow
Rotating Target
Patent
Protected
PVD Architecture Design Enables Uniformity and Low Defect
External Use
Positioning to Capture Next TFT Wave: Metal Oxide
Metal Oxide TFT HVP
1. Device Stability – Hydrogen in device
2. Mura – Poor Uniformity
3. Yield – Particle
CVD DVS
SiOx Uniformity
Low Hydrogen
PVD DVS
IGZO Uniformity
Pilot
A B C D
R&D/Demo
Customer
CVDPVD
PVD DVS
IGZO Uniformity
Low Particle
GateGI
S/D
ESL
IGZOPass’n
Glass
Applied Others
External Use
Applied Materials Display Products
NEW EQUIPMENT SEGMENTSCORE TFT-LCD EQUIPMENT
CVD
Array
Array
Test
PVD
ArrayPVD
Color Filter
CVD PiVot NAR CF
TV Monitor & Notebook Mobile Phone
+LTPS + Metal
oxide+ Touch
New TV Tablet Smart Phone
CVD MOPiVot MO
NAR TP PVDSmartWeb
ADAPTING
LTPS
Metal
Oxide
OLED
Hi Res
Touch
KPX CVDPivotEBT
+ TFE
CVD TFE
+ Advanced
Test
EBT-HR
INCREMENTAL REVENUE OPPORTUNITIES $240M IN 2016
1
1
1
1
1 1
1Market
Share
External Use
Display Technology inflection creates many
Device Performance and Material
Innovation opportunities
Device Performance and Yield enabled by
Product Differentiation drives
our Share Growth
Leadership in Large Area Precision Materials
Engineering expands our growth opportunities
DISPLAYMomentum for
Profitable
Growth