Macroblock Investor Conference

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Macroblock Investor Conference

• The World-Leading LED Driver Expert

2009.08.05
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Disclaimer

• This following pages contain projections
  estimates
• of financial information as well as market and
  product
• developments for future periods.These projections
  
• estimates are based on information currently
  available
• which we believe to be reliable, but they involve
  risks
• and uncertainties. Our actual results of
  operations and
• financial condition may differ significantly from
  those
• contained in the projections estimates . These
• projections estimates should not be interpreted
  as
• legally binding commitments, but rather as
  flexible
• information subject to change occasionally.

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Outline

• Company Introduction
• Financial Results
• Market Analysis
• Macroblocks Opportunities
• Macroblocks Business Values

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About Macroblock

• Founded in June, 1999.
• Paid-in capital (2009/07) NTD 327,343,980
• Employees 116 (updated to 2009.07)
• Major shareholder China Development Industrial
  Bank, Industrial Bank of Taiwan, Fortune Group,
  Compal Communication, Delta Electronics
• Main products LED drivers
• Qualified for ISO 90012000 in April, 2004

Ranked 48th on the 2008 Deloitte Technology Fast
50 Taiwan Ranking in Revenue and 47th in
profitability Ability Awarded the Certificate of
Corporate Governance System CG6004
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Financial Results
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Revenue Margin (2006-2009Q2)
NTD (Thousand)
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Macroblock Income Statement QoQ
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Macroblock Income Statement YoY
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Macroblock Inventory Turnover
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Macroblock AR Turnover
11
Market Analysis
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Market Outlook
2009 Estimated LED Market USD 6 billions
2011 Estimated LED Market USD 9 billions
Source Strategies Unlimited
LED Display Drivers Macroblock Y2006 Market Share
30 Y2007 Market Share 43 Y2008 Market Share
47 (Source Macroblock Inc.)
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Market Opportunities

• Expo 2010 Shanghai China

LED Display

• Guangzhou Asia Games 2010

• October 1st- China National Day

Architectural

• Expo 2010 Shanghai China

Lighting

• Guangzhou Asia Games 2010

LED Lighting

• Global governments green policy and incentives

LED

• Moving Toward to Large Panel

Backlighting
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Macroblocks Opportunities
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LED Display Solution
Current Gain Control
Low Current with High Accuracy
2011 Estimated LED Market in LED Display USD
1.35 billions(15)
LED Display
High Visual Refresh Rate
Real-Time Error Detection
Digital Dot Correction
65,536 Grayscales
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Architectural Lighting Solution
Longer Transmission
Less Bandwidth for High Grayscales
2011 Estimated LED Market in LED lighting USD
9.9 millions(11)
Architectural Lighting
Cost-Effective with Two-Wire Transmission
Digital Dot Correction
High Sustaining Voltage up to 40V
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LED Lighting Solution
Reduced BOM Cost
Constant Current With High Accuracy
Current Gain Control
2011 Estimated LED Market in LED lighting USD
9.9 millions(11)
Support 60V Power System
High Efficiency gt90
LED Lighting
Reference Design (Passed EN55015/ UL/CSA/IEC
60950-1)
High PFC gt0.9
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LED Backlighting Solution
Local Dimming
High Sustaining Voltage up to 60V
2011 Estimated LED Market in LED Backlighting
USD 1.98 billions(22)
LED Backlighting
Reduced BOM Cost
Constant Current with High Accuracy
Wide Supply Voltage (860V)
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Macroblocks Business Value
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Leading TechnologyLeads the world trend of LED
display technology Superb QualityPursues the
best quality and makes it easy for customer to
optimize the inventory management Exceptional
Customer ServiceDedicated customer support
satisfies the customers demand
Macroblocks Business Value
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Macroblock Leads the World Technology Trend of
LED Display
MBI Leads the Technology
World Trend of LED Display Technology





High Grayscale
High Refresh Rate
Dot-by-Dot Correction
Error Detection
Current Gain
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Macroblock Worldwide Presence
Macroblock has served over 500 customers
worldwide by providing the leading technologies.
Error Detection S-PWM Current Gain High Refresh
Rate Dot-by-dot Correction
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Superb Quality Control

• 1.Enhance Quality uniformity
• - Provide uniform skew distribution in
• LED drivers without the need for
• LED binning
• 2.Optimize the Inventory Management
• a. Easy quality control
• b. Simple production procedure
• management
• c. Shorten the time and process of
• engineering verification
• d. Uniform quality in different production
• lots

MBI products present uniform skew distribution
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Customer Satisfaction
Receive Customer Demand
Listen to Customer
Provide Solution and Close the Case
Initial Feedback within 24hrs
Finish Report within 2 weeks
Profession and Efficiency
Follow-up within 48hrs and On-site Support If
Necessary
Worldwide Services
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Summary

• The demand for LED display and architectural
  lighting remains big in China.
• The applications of LED lighting expands faster
  with governments support.
• The LED backlighting penetration in mid-size /
  large-size panel is faster than expectation.
• Establish LED technology platform by bridging the
  worldwide resources based on Leading Technology,
  Superb Quality and Exceptional Customer Service
  

SourceBarco
LED Display
Architectural Lighting
LED Lighting
LED Backlighting
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Thank You!
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2009 LED Symposium
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2009.07.22-07.28 Macroblock LED Symposium
7/22 Beijing
7/24 Shanghai
7/28 Shenzhen
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Display and Lighting Product Demo in 2009
Symposium
Shenzhen
Shenzhen
Beijing
Shanghai
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Worldwide Customers Joined as Speakers
MIC- Dr. Rao
LUMIDIEM- Dr. Grant
Swarco Mr. Lars