MCG Reports

OUTLINE BEF/DBEF
3M Under Siege

1. Executive Summary
2. Supply and Demand Trends for LCDs
   1. Growth in Demand
   2. Growth in size and applications, particularly large screen LCD-TV
   3. Aggressive Investment in Supply Capacity
3. Competitive Picture for Large-Size LCDs
4. Demand Forecast for LCDs
5. Types of Backlights
   1. CCFL (including EEFL and Flat Fluorescent)
   2. LED – White
   3. LED - RGB
   4. HCFL
6. Trends in backlights
   1. CCFL (EEFL, Flat Fluorescent)
      1. Trade-off of lamps vs. films
   2. LED
      1. Inflection point for substituting LEDs for brightness enhancement films is when?
   3. HCFL
7. Forecast for Future Use of Backlights by Application and illumination type
   1. Mobile
   2. Notebook
   3. Monitors
   4. TVs
   5. Total overall
8. Brightness Enhancement Products (BEPs)
   1. Prism Film and equivalents
      1. 3M BEF
      2. BEF look-alikes
      3. Microstructure BEF
      4. Nanostructure BEF
      5. Reverse Prism Film
      6. Prism light guides
   2. Polarization Recycling Film
      1. 3M DBEF
      2. 3M APF (APCF)
      3. Cholesteric LC DBEF
      4. Nano-structure DBEF
   3. Hybrid Film
      1. Combination DBEF and BEF (3M)
      2. Nano-structure hybrid
   4. Microlens Film for LEDs
9. LCD Product Configurations Using BEPs
   1. No BEPs
   2. Single BEF
   3. Two BEF
   4. Reverse Prism with Wedge Backlight
   5. 1 DBEF (or APF)
   6. 1 DBEF and 1 Reverse Prism
   7. 1 DBEF and 1 BEF (or BEF/DBEF combination)
   8. 1 DBEF and 2 BEF
   9. Microlens film with RGB LEDs
   10. Comparisons of different BEP configurations
       1. Performance
       2. Price/performance
          1. trade-off of backlight cost determines price/performance optimum
10. Supply Chain
    1. Supply Chain Map and key observations
11. Key Trends in Use of BEPs
    1. Overall trends
       1. Higher aperture ratios for panels
       2. Lowering specifications for brightness
       3. Willingness to sacrifice viewing angle
12. Sales Forecast for BEF and Reverse Prism Film
    1. Product Configuration Trends
       1. Mobile
       2. Notebooks
       3. Monitors
       4. TVs
    2. Area Demand
    3. Pricing
       1. BEF pricing – 3M and competitors
    4. Sales Forecast
       1. Total
       2. 3M
       3. 3M competitors
13. Survey Responses by BEF Supplier
    1. 3M
    2. E Fun
    3. Reflexite
    4. Kodak
    5. GE
    6. LG Chem
    7. LGS
    8. Chia Wei
14. Survey Respondents on BEF
15. Survey Responses by Reverse Prism Supplier
    1. Mitsubishi Rayon
    2. Enplas
16. Survey Respondents on Reverse Prism Film
17. Sales Forecast for DBEF
    1. Product Configuration Trends
    2. Area Demand
    3. Pricing
    4. Sales Forecast
       1. Total
       2. 3M
       3. 3M competitors
18. Survey Respondents on DBEF
19. Pricing Strategy – 3M and New Entrants
    1. Volume sensitivity to pricing
       1. BEF
       2. DBEF
       3. Interplay between BEF and DBEF pricing
    2. Modeling of optimum scenario for 3M for profitability
20. 3M Sales Forecast
    1. Forecast Top-Level 3M Sales and Sales Mix
    2. 3M Defensive measures
       1. BEF/DBEF Hybrid
       2. APF
21. Survey Methodology and Respondents
22. Product Specifications

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