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1 : Tel: Fax: tiplo@tiplo.com.tw Website: : Tel: Fax: TIPLO Attorenys-at-Law 2010 TIPLO, All Rights Reserved. TIPLO News (J134) IBM 02 LED 03 1 LCD IC DRAM 04 LED , R&D BERI IMD LCD AUO TIPLO News J134 October 2010-page 1

2 Eli Lilly & Co HTC DIAMOND2 3G J100917X IBM IBM IBM86 ITIBMIT Appliance Web IBM 100 IBM IBM 1 IT IBM IT 1999 IBM 2004 x J100917X5 02 LED Epistar 9 16 LED LED LED LED TIPLO News J134 October 2010-page 2

3 LED LED LED LED 9.99 CREE LumiledsOsram LED 2 CREE Lumileds LED 3 4 LED LED LED CREE Philips Lumileds Lighting OSRAM Opto Semiconductors LED LED 4 LED J100913X LCD IC DRAM 12 IC iphone ipad RAM Elpida iphone 1 IC ipad 3 IC iphone ipad LCD IC 1 DRAM 12 IC IC LCD IC IC RAM iphone ipad DRAM TIPLO News J134 October 2010-page 3

4 J100923Y1/J100921Y1 04 LED 2,722 iphone , % 2007 LED LED % , % 2, % 2, % 2, , , J100921Y1 05 TIPLO News J134 October 2010-page 4

5 J100910Y1/J100909Y1/J100906Y1/J100910Y5/J100909Y5/J100906Y , TWTM , , % ,130 TIPLO News J134 October 2010-page 5

6 J100928Y5/J100928Z R&D FlexUPD display technology WSJ % 2010 R&D100 R&D100 9 R&D cm De-bonding Layer LCD nit 0.01cm 5 cm Booz & Company Barry H. Jaruzels 1914 Booz & Company J100907Y5/J100906Y TIPLO News J134 October 2010-page 6

7 4,603 e- 35.6% J100922Y8/J100921Y8/J100920Y ECFA Taiwan Business Alliance Conference-New era New opportunities , ,815 12,900 PC HP HP IMECInteruniversity Microelectronics Center IT 4 BBVA (Offshore Banking UnitOBU) DBUDomestic Banking Unit BenQ 2010 () , , TIPLO News J134 October 2010-page 7

8 , , , , , , () Applied Materials Brightek Optoelectronic 3.0 TPK Holding 15.0 Corning Display Technologies 15~20 HP Web house AMD Computing Hub 4000 APU ECOtality Australia HALO Motor Standard Chartered Bank TIPLO News J134 October 2010-page 8

9 Banco Bilbao 6.0 Vizcaya Argentaria, S.A. Henlius Biopharmaceuticals 5 GlaxoSmithKline SUMIKO Electronics COFChip on Film 3.2 Taiwan ASML 11.0 BENQ 3.0 IMEC 1.5 Web-Pro 10.0 Beijing Holdings 5.5 Evonik Degussa Tatung-Okuma NC J100930Y TIPLO News J134 October 2010-page 9

10 J100920Z8/J100919Z BERI BERIBusiness Environment Risk Intelligence ECFA BERI B BERI GDP 6.8% % BERI BERI 6 ECFA TIPLO News J134 October 2010-page 10

11 17% ECFA () () () A A B B B B B B B C B C C C C C C C C J100910Z8/J100909Z WEF TIPLO News J134 October 2010-page 11

12 WEF WEF WEF WEF J100907Z8 13 IMD International Institute for Management Development, IMD TIPLO News J134 October 2010-page 12

13 , % 1, % , , IMD Dream Come True 4 7,941 1, , LCD AUO AUO AUO ~3 7~12 1 4~ LCD US (Indium Tin Oxide ITO) ITO TIPLO News J134 October 2010-page 13

14 ITO ITO USBUniversal Serial Bus: 1, Pixart Imaging Inc TIPLO News J134 October 2010-page 14

15 Eli Lilly & Co Eli Lilly & Co. 2,963 Eli Lilly Eli Lilly Gemmis 薬 Gemcitibine Eli Lilly Eli Lilly Gemmis 薬 Gemmis 薬 6 05 HTC DIAMOND2 3G HTCTOUCH DIAMOND2 3G TIPLO News J134 October 2010-page 15

16 : Tel: Fax: tiplo@tiplo.com.tw Website: : Tel: Fax: TIPLO Attorenys-at-Law 2010 TIPLO, All Rights Reserved. TIPLO News J134 October 2010-page 16

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