: 10409125 7 Tel: 886-2-2507-2811Fax: 886-2-2508-3711 E-mail: tiplo@tiplo.com.tw Website:www.tiplo.com.tw : 2-13-11 506 Tel: 81-3-3354-3033Fax: 81-3-3354-3010 TIPLO Attorenys-at-Law 2010 TIPLO, All Rights Reserved. TIPLO News 2010 10 (J134) http://www.tiplo.com.tw 01 10 IBM 02 LED 03 1 LCD IC DRAM 04 LED 05 06 6 118 1,130 07 2010 R&D 100 08 39 09 2010 27 10 30 11 4 2 BERI 12 2010 13 13 IMD 2010 3 01 LCD AUO 99 54 TIPLO News J134 October 2010-page 1
02 1600 96 14 03 98 121 04 Eli Lilly & Co. 98 4 05 HTC DIAMOND2 3G 98 102 ------------------------------------------------------------------------------------------------------------------------------ J100917X5 01 10 IBM IBM 10 27 IBM86 ITIBMIT Appliance Web IBM 100 IBM 54 9 16 IBM 1 IT IBM IT 1999 IBM 2004 x86 2009 2010.09 J100917X5 02 LED Epistar 9 16 LED LED LED LED TIPLO News J134 October 2010-page 2
LED LED LED 2012 60 LED 9.99 CREE LumiledsOsram LED 2 CREE Lumileds LED 3 4 LED LED LED CREE Philips Lumileds Lighting OSRAM Opto Semiconductors 2010.09 LED LED 4 LED J100913X5 03 1 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 12 12 IC RAM iphone ipad DRAM TIPLO News J134 October 2010-page 3
2010.09 J100923Y1/J100921Y1 04 LED 2,722 iphone 2009 1,796 34 2007 2009 105% 2007 LED LED 2009 740 2009 5 28.8% 2007 2008 2009 2,276 9.80% 2,691 11.30% 2,722 12.00% 2,538 10.90 2,102 8.80 1,796 7.90 766 3.30 942 4.00 740 3.30 839 3.60 867 3.60 673 3.00 682 2.90 669 2.80 611 2.70 2010.09 J100921Y1 05 TIPLO News J134 October 2010-page 4
2010.09 J100910Y1/J100909Y1/J100906Y1/J100910Y5/J100909Y5/J100906Y5 06 6 118 1,130 9 9 2015 6 118 1 2TWTM3 45 6 5,700 3.9 200 1,130 0.3% 2010.09 2010 2015 118 3.9 6 1,130 TIPLO News J134 October 2010-page 5
J100928Y5/J100928Z5 07 2010 R&D100 0.01 FlexUPD display technology 30 597 2010 WSJ 9 27 600 49 8% 2010 R&D100 R&D100 9 R&D 1 100 0.01cm De-bonding Layer LCD 6 150 nit 0.01cm 5 cm 1 5 2008 95 Booz & Company Barry H. Jaruzels 1914 Booz & Company 61 3300 2010.09 J100907Y5/J100906Y5 08 39 9 6 10 TIPLO News J134 October 2010-page 6
4,603 e- 35.6% 2009 2014 5 38.86 2010.09 J100922Y8/J100921Y8/J100920Y8 09 2010 27 ECFA 2010 9 21 2010 Taiwan Business Alliance Conference-New era New opportunities 600 27 8 6 6 3 1 14 13 1,082.5 2,815 12,900 PC HP HP IMECInteruniversity Microelectronics Center 8 4000 IT 4 BBVA (Offshore Banking UnitOBU) DBUDomestic Banking Unit BenQ 2010 () 8 722.0 5,260 6 290.0 7,120 6 26.5 50 3 28.0 70 TIPLO News J134 October 2010-page 7
4 16.0 400 27 1,082.5 12,900 2010 8 941.0 7,000 4 69.2 5,260 2 23.5 50 2 9.3 -- 2 6.0 -- 2 4.8 -- 3 3.7 400 4 25.0 190 27 1,082.5 12,900 27 () Applied Materials 110.0 Brightek Optoelectronic 3.0 TPK Holding 15.0 Corning Display Technologies 15~20 HP Web house AMD Computing Hub 4000 APU 36.14 31.0 3.17 ECOtality Australia HALO Motor Standard Chartered Bank TIPLO News J134 October 2010-page 8
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 10.0 2010.09 J100930Y9 10 30 30 2008 7 100 100 2010.09 TIPLO News J134 October 2010-page 9
J100920Z8/J100919Z8 11 4 2 BERI BERIBusiness Environment Risk Intelligence 4 2 50 ECFA BERI 4 8 12 5 4 4 4 1 71 1B BERI 2010 2011 2 2011 4 2015 5 2 78 2 6 68 15 60 18 57 21 56 29 46 32 45 34 44 39 41 39 41 3 2 3 69 2010 2 2 1 73 2 18 56 21 54 22 53 25 50 26 49 32 43 36 42 40 40 41 39 2009 2010 GDP 6.8% 2010 5.5% 2011 2011 70 3 2015 70 3 BERI 11 2 11 60 2010 2 1 76 2 14 57 16 56 23 51 24 50 2548 29 43 3342 40 38 43 35 BERI 6 ECFA 2011 61 11 2015 62 12 2020 64 12 3 2 3 85 2010 1 1 90 8 72 9 70 19 62 25 53 29 49 33 48 34 47 47 34 TIPLO News J134 October 2010-page 10
17% ECFA 2011 85 3 2015 85 4 1 2010 2 2010-2015 2010-2015 () 2010-2015 () 2010-2015 () 79 1 1A 81 1 71 2 75 1 75 2 77 1 90 1 92 2 78 2 1A 79 2 73 1 75 1 76 1 76 2 85 3 86 3 73 3 1B 74 3 69 3 70 3 68 3 69 4 81 6 84 6 71 4 1B 72 5 69 3 70 3 60 11 62 12 85 3 85 4 70 5 1B 73 4 63 8 66 8 64 6 68 5 83 5 85 4 68 6 1B 71 6 56 18 60 17 57 14 61 13 90 1 93 1 67 7 1B 69 8 67 6 70 3 68 3 70 3 67 13 68 14 66 8 1B 70 7 63 8 66 8 61 9 65 8 75 7 79 7 64 9 1B 65 10 58 15 61 16 64 6 66 7 68 10 69 13 63 10 1C 64 11 68 5 70 3 52 20 53 23 68 10 70 11 62 11 1B 66 9 58 15 62 15 61 9 64 9 67 13 71 10 61 12 1C 64 11 63 8 67 7 57 14 60 14 63 17 64 19 61 12 1C 64 11 62 12 66 8 62 8 63 11 60 20 63 20 61 12 1C 63 14 63 8 66 8 54 19 56 19 66 15 66 16 60 15 1C 63 14 53 22 56 22 56 16 58 17 70 9 75 8 59 16 1C 62 16 59 13 64 14 52 20 54 21 66 15 67 15 58 17 1C 61 18 56 18 60 17 55 18 58 17 63 17 66 16 57 18 1C 62 16 59 13 65 13 60 11 64 9 51 27 54 27 57 18 1C 61 18 50 25 54 23 50 24 54 21 72 8 74 9 2 2010 4 1 71 5 3 3 69 2 11 13 11 2 3 1 85 1 2 2 50 2010.09 J100910Z8/J100909Z8 12 2010 13 WEF 2010 13 139 1 TIPLO News J134 October 2010-page 11
35 3 22 25 27 2008 13 17 2009 19 12 2010 13 22 WEF 2010 1 1 1 1 1 2 3 4 4 4 5 5 114 114 101 WEF WEF 2010 15 2010 2009 2010 2009 1 1 9 5 4 2 4 2 10 9 1 3 3 11 11 4 2 2 12 13 1 5 7 2 13 12 1 6 8 2 14 14 7 6 1 8 10 2 15 16 1 WEF 2010 139 2009 133 2010.09 J100907Z8 13 IMD 2010 3 International Institute for Management Development, IMD TIPLO News J134 October 2010-page 12
2010 6.98 10 7 3 10 1 6 18,171 25.8% 1,056.6 110.5% 1982 2009 11 2,435.4 13,124 435 IMD 2010 4 2004 2009 6 Dream Come True 4 7,941 1,292 56.97 1997 2009 6 1,214 161 45 2010.09 ----------------------- - -- -- -- -- -- -- -- ---------------- -- -- -- -- -- -- -- -- -- -- --------------------- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --------------- ----- -- -- -- ---------- 01 LCD AUO AUO 2002 7 19 AUO 2008 7 10 12 1~3 7~12 1 4~6 22 4 4 LCD 1 2008 5 26 US5757058 1 (Indium Tin Oxide ITO) ITO TIPLO News J134 October 2010-page 13
ITO ITO 1 4 7 02 1600 96 14 USBUniversal Serial Bus: 1,600 1237264 3 03 98 121 Pixart Imaging Inc. 2003 12 2005 2 2007 5 2008 7 2009 9 2007 7 11 TIPLO News J134 October 2010-page 14
2003 12 2007 07 2008 11 2009 09 04 Eli Lilly & Co. 98 4 Eli Lilly & Co. 2,963 Eli Lilly 95 16 Eli Lilly Gemmis 薬 Gemcitibine Eli Lilly Eli Lilly Gemmis 薬 Gemmis 薬 6 05 HTC DIAMOND2 3G 98 102 HTCTOUCH DIAMOND2 3G 100 2009 5 2025 5 7 100 TIPLO News J134 October 2010-page 15
: 10409125 7 Tel: 886-2-2507-2811Fax: 886-2-2508-3711 E-mail: tiplo@tiplo.com.tw Website:www.tiplo.com.tw : 2-13-11 506 Tel: 81-3-3354-3033Fax: 81-3-3354-3010 TIPLO Attorenys-at-Law 2010 TIPLO, All Rights Reserved. TIPLO News J134 October 2010-page 16