Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential OLED Summit Strategy Discussion September 27,2010

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 2 The Inflection Point AMOLED’s Incredible Growth in 2011 and 2012 In 2009, there was only 1 AMOLED Fab operating in MP with 26K substrates starts/month. By the end of the 2012, there will be at least 7 Fabs from 4 different suppliers.Two of the fabs will be Gen 5.5 (1300x1500 mm). Capacity will grow to 260K substrates/month Super AMOLED from Samsung, with Integrated Touch S.S. Kim, SID Seminar in May, 2010 SMD’s goal is 600m 700m smartphone displays by 2015

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 3 Discussion Point #1 oHow is AMOLED performance for small/medium displays differentiated from AMLCDs today and into the future? oCan these performance differentiations be sustained? If so, what is needed? If not, why not? oHow do we increase consumer awareness and demand for AMOLEDs in cell phones and the like? oWhat is the real high ambient light performance of OLEDs compared to LCDs? Engaged testedEngaged tested Nokia's new CBD display against the phone's S- LCD. Both do not perform very good in intense, direct sunlight, but the CBD has a very slight edge as it offers better visibility in extreme viewing angles.CBD display LCD 500 cd/m2 max brightness (typical), AMOLED ~300 cd/m2

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 4 OLED Lighting Primary Market Currently, OLED lighting is limited to demonstration programs and decorative/architectural lighting. Future – 3 to 5 years away –Fluorescent Luminaire Replacements –Integrated into acoustic ceiling tiles –Compete with LEDs Source: Osram OptoSource: Lumiotec Source: Acuity BrandsSource: General Electric Source: Lumiotec Source: Philips

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 5 Sample Demonstrators Mitsubishi Panel features: –Size: 14 cm*14 cm –Efficiency (typical): 28 lm/w –Types of materials: small molecular OLED (as emitter) –Types of lighting: Planar thin OLED Lighting, partially using solution OLED, –Color temperature tunable (2700K-6500K), and RGB color tunable –Lifetime(LT70, typical): 8000 hrs –CRI (typical): 80 (R9=66) –OLED lighting panels will use printable OLED as under layer (=Hole injection layer) Schedule –Samples – 2010 –MP Source: Mitsubishi

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 6 Sample Demonstrators … Osram Panel features: –Size: 88 mm diameter x 2.1 mm –Efficiency (typical): 23 lm/w –Types of materials: small molecular OLED (as emitter) –Color temperature tunable (2580K-3320K), and RGB color tunable –Luminance – 1, mA –Lifetime(LT 70 typical): 8000 hrs –CRI (typical): 75 Schedule -- Shipping Source: Osram

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 7 Sample Demonstrators … Lumiotec Panel features: –Size: 14.5 cm diameter x 14.5 cm x 2.3 mm –Efficiency (typical): ~25 lm/W –Types of materials: small molecular OLED (as emitter) –Luminance – 4,000 cd/m2 –Lifetime(LT 50 typical): ~4,000 4,000 cd/m2 –CRI (typical): 80 Schedule -- Shipping Source: Lumiotec

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 8 Sample Demonstrators … Philips Panel features: –Size: 11.9 cm diameter x 3.7 cm x 2.3 mm –Efficiency (typical): ~15 lm/W –Types of materials: small molecular OLED (as emitter) –Color temperature tunable (3,200 K), and RGB color tunable –Luminance – 3,000 cd/m2 –Lifetime(LT 50 typical): ~10,000 1,000 cd/m2 –CRI (typical): 80 Schedule – Q4’10 Source: Philips

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 9 Sample Prototypes Konica Minolta Panel features: –Size: 15.0 cm diameter x 15.0 cm x 1.5 mm –Efficiency (typical): ~64 lm/W –Types of materials: phosphorescent OLED (as emitter) –Luminance – 1,000 cd/m2 –Lifetime(LT 50 typical): ~10,000 1,000 cd/m2 –CRI (typical): NA Schedule – 2011 Source: Konica Minolta

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 10 Spec Summary SpecUnitsMitsubishiOsramLumiotecPhilips Konica Minolta Efficacylm/W PowerW Color Temperature°K NA3200NA CRI NA Lifetime hrs to L708, ,000*10000 Luminancecd/m21, Lumenslumens Sizecmxcm *1,000 cd/m2 AverageTarget ~ , ,000- 4, ,000

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 11 Discussion Point #2 oCan white OLEDs meet the imposing needs of the lighting industry o100 lm/w o3,000 to lm oLifetime of 50,000 hrs to L70 oCRI >80 oWhat improvements are necessary? oAdvances in active materials? oElectrode technologies? oOutcoupling enhancements?

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 12 FL Lamp Shipment Forecast and SSL Penetration Units (m) -80% -60% -40% -20% 0% 20% 40% 60% 80% 100% Change/Growth SSL Trad SSL Share 13.4% 15.3%25.1%41.7%74.8%76.4%77.1% SSL Growth 3.1% 3.3%17.1%69.5%71.0%86.9%6.9%6.5% Trad. Growth 3.0% 0.8%-9.0%-19.8%-55.0%-2.3%2.8%

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 13 FL Lamp Revenue Forecast and SSL Penetration US$ (m) -60% -40% -20% 0% 20% 40% 60% 80% Change/Growth SSL Trad SSL Share 46.5%41.1%35.7%30.3%25.7%24.0%32.2%44.8%72.6%70.8%67.6% SSL Growth -14.5%-15.7%-17.2%-15.3%-5.6%41.4%40.9%51.6%-8.0%-8.9% Trad. Growth 6.1% 6.0%3.8%-6.2%-17.4%-53.6%0.7%5.9%

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 14 Fluorescent vs. LED Source: DOE

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 15 Discussion Point #3 oWhat lighting applications should OLEDs target oNear Term? oMid Term? oLong Term?

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 16 Discussion Point #4 oWhat are the key challenges for AMOLED display manufacturing to scale beyond Gen 5.5? oCan conventional VTE scale beyond its present state? oWhat is the most likely active matrix approach for >Gen 5.5 oWhat other advances need to occur for printing to play a role in OLED manufacturing? oWill AMOLEDs be less expensive to manufacture than TFT LCDs? oWhat needs to happen? oWhen is this possible? oHow much?

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential 17 Discussion Point #5 oWhen are standards expected and at what phase of development is necessary? oDisplays oLighting

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential Thanks for your participation! Other Questions