1. Nanotech Marketing in Asia Insight interAsia インサイト・インターアジア 인사이트 인터아시아 贏在亞洲股份有限 公司 Iran Nano2013 Tehran 02 October Rob Haak CEO of Insight interAsia VP Asia/Pacific of MANCEF

2. MNT in Asia Micro- and Nano- Technologies (MNT) products are increasingly important in the Asia supply chain for the manufacturing of consumer electronics devices. This presentation will discuss the key trends we see in Asia learned while we are performing our day-to-day business development work. 2 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

3. Since 1990: based in Korea, Japan, Singapore, Kuala Lumpur, Taiwan, HK, Beijing Focus on selling products of small, high-tech principals Company founded in 2006 Pan-Asia, full coverage of the continent Global HQ: Honolulu Asia HQ in Singapore Representative offices: – Japan: Tokyo India: Pune – Korea: Suwon China: Beijing – Taiwan: Hsinchu – Regular contractors: Malaysia, Thailand, Vietnam, Philippines, Mongolia, Indonesia, Australia, NZ 3 Asia’s Technology Market Consultants. Experience. On The Ground. In Real Time. Throughout Asia Who is Insight interAsia?

4. IIA’s Business Units 4 Insight interAsia インサイト・インターアジア 인사이트 인터아시아 贏在亞洲股份有限 公司 Insight interAsia Asia’s Technology Market experts. Experience. On the ground. Throughout Asia Sales, Marketing, & Business Development iia.sg STRATIS Strategic Asian Technology Information Service Asian tech info for the financial community stratis.insightinterasia.com SIRS ストラテジック インベストメント リサーチ サービス Strategic Investment Research Service Consults to Japanese technology investors sirs.insightinterasia.com/ja/ PARTNER+D Consults to tech companies looking for US government R&D funding insightinterasia.com/partnerd INCUBED Insight interAsia interActive Singapore & Philippine-based IT services Hoahana ホアハナ Trusted Translation Partners Japanese globalization corporate consulting & English-Japanese critical document translation Hoahana.com

5. Caveat: Asia is many different markets China and Japan are extremely different nano markets – Supply and demand – Technology level – Future market size Taiwan, Korea, Singapore, Thailand and others – Smaller domestic markets – Government support for exporters 5 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

6. Trends that we see in Asia 6 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

7. Trend 1: Biotech Asia is aging rapidly. Baby boomers are retiring and the population is shrinking. – Ex: Japan 128M now, 79M in 2060 MNT is being used to cost-effectively deal with 30+ years of retired life. – Drug delivery, sensors, robotics, exoskeletons Fullerenes, nanodiamonds, accelerometers, gyroscopes, implantable devices, coatings, etc. 7 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

8. Trend 2: MEMS in China Domestic demand in China is dramatically increasing the number of local competitors, raising the quality of their products, and reducing the prices of MEMS component technologies. – Auto, infrastructure, consumer electronics Competitors from Japan, Korea, Taiwan, and elsewhere are having difficulty meeting the prices of the Chinese companies and are increasingly deploying higher performance products based on (slightly) more advanced IP. But, the lower cost companies in China are using their revenues to develop their R&D capability and are closing the IP gap with more advanced competitors. 8 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

9. Trend 3: CNM in general A similar trend is apparent in the China market for carbon nanomaterials (CNM). The domestic market for basic, low-cost CNT is growing and local manufacturers are leading in production capacity and market share. – Industries: electronics, semiconductors, chemicals, polymers, batteries, capacitors, energy, water, medical, composites, aerospace, defense, and others. 9 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

10. CNM continued The most advanced CNM IP still resides in Japan, but the global and Asian market for advanced products has not developed as rapidly as it has for lower-end products. Thus, China is poised to dominate the demand and the supply of the lower-end CNM products. We believe the global market for CNM will develop on a similar path as the solar cell market. That is, some non-Chinese companies will dominate very small niches while several Chinese companies completely control the global supply. 10 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

11. Trend 4: CNM in Lighting Because most CNT manufacturers are feeling extreme pressure from lower-cost basis Chinese suppliers, they are searching for new applications to apply their technology. – Solutions looking for problems One application we see most CNT manufacturers trying to enter is field emission lighting (nanotube cathode). These products will become very cheap in 2014-2015. 11 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia From Mie University, Japan

12. Trend 5: MNT in Displays LED drivers and nanomaterials used in consumer electronics displays are growing markets and are significant components in the supply chain for Apple, Samsung, HTC, Asus, and others. Drivers and Field Emission Display (FED) materials are largely dominated by Taiwan and China, while the most sought after displays are still being developed in Japan and Korea. The Japanese yen is an important factor on whether this remains the case as domestic manufacturers cannot compete when the yen is relatively strong. 12 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

13. Miscellaneous comments Asia is buzzing about (1) 3D-IC with integrated MEMS and (2) SiC Power Electronics Korea has great MEMS technology and relatively little CNM. Nearly all MEMS absorbed by Samsung. – SEMCO has very advanced gyroscope & accelerometer technology, and you probably never heard of them GlobalFoundries (Singapore) is being very aggressive in MEMS production technology and capacity. – 200mm lines and developing 300mm Thailand is a major consumer of MEMS for automotive. – 8 th largest manufacturer in the world Not a lot of activity in India, yet, except nanomaterials that are additives to heavy industry products. – Chemicals, steel, electroplating, etc. Vietnam is the next developing country to enter MNT. 13 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

14. Summary China domestic market has more global impact than you might think. – This is going to accelerate Asia’s aging & shrinking societies significantly affect the MNT value chain. Boundless opportunities for MEMS in Asia in every market and application. CNM opportunities are to be found in the innovative use of the materials, but not in the manufacturing of those materials. 14 Asia’s Technology Market Consultants  Experience  On The Ground  In Real Time  Throughout Asia

15. Thank you 15 Asia’s Technology Market Consultants. Experience. On The Ground. In Real Time. Throughout Asia Contact us for further information: Japan: +81 (03) 4579 5782 Korea: +82 (011) 415 0403 Taiwan: +886 (0)926413964 EU/UK: +44 20 3287 8442 URL: www.insightinterasia.com Skype: insight.interasia Twitter: AsiaTechSales Global HQ:Asia HQ: Insight interAsia LLC Insight interAsia Pte Ltd PO Box 8046 Marine Parade Post Office #628 Honolulu, HI 96830 Singapore 914405 Tel: +1 (888) 931-0488 Tel: +65 9824-4225 URL: iia.sg Email: info@iia.sg