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Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


100+ years history of trendsetting innovations and world records<br />

First embroidery machine<br />

Page 2<br />

Launch of BALINIT® A PVD<br />

hard coating for tools<br />

First Ariane 4 carrier rocket,<br />

equipped by Oerlikon<br />

World longest<br />

ring spinning machine<br />

First industrial production<br />

solution for blue-ray discs<br />

First turn key production<br />

solution for thin-film<br />

silicon solar modules<br />

1869 1906 1946 1976 1978 1988 1994 1999 2004 2006 2007<br />

Foundation of Oerlikon<br />

(SWO) – predecessor to<br />

Oerlikon-Bührle AG<br />

Gerätebauanstalt founded in<br />

Balzers, specializing in the<br />

core technology used today<br />

Integration of<br />

Acquisition of<br />

Integration of<br />

Acquisitions of<br />

New organizational structure<br />

with five segments and<br />

rebranding to


Present in 170 locations around the globe<br />

§ Sales > $ 4 B<br />

§ 19,250 employees<br />

§ 1,500 scientists<br />

§ 35 countries<br />

Page 3


Five areas of technology competence<br />

Page 4<br />

Group »<br />

Segments »<br />

Business »<br />

Units<br />

Oerlikon<br />

Coating<br />

Oerlikon<br />

Vacuum<br />

Oerlikon<br />

Textile<br />

Oerlikon<br />

Drive Systems<br />

Oerlikon<br />

Components


Sustainable EBIT improvement since 2005<br />

(in CHF M)<br />

Page 5<br />

(1) EBIT 2005 w/o sale of Inficon<br />

(112)<br />

-379<br />

2HY 04 1HY 05<br />

Semi-annual EBIT development<br />

77<br />

69<br />

2HY 05 (1)<br />

126<br />

202<br />

231<br />

>270<br />

1HY 06 2HY 06 1HY 07 2HY 07<br />

plan<br />

Strong 2nd half year 2007 expected


Expand along the value chain<br />

Page 6<br />

High-tech components<br />

and machinery<br />

§ e.g. machinery for IT,<br />

semiconductor, textile<br />

§ e.g. components for automotive,<br />

process industries, etc.<br />

Engineering solutions<br />

and related services<br />

§ Turn key fab solutions, e.g. for<br />

textile (Neumag, Barmag) and<br />

solar industry


Take advantage of strong position in high growth markets<br />

Page 7<br />

Fiber & nonwoven 8-10%<br />

#2<br />

Wafer (Photo mask)<br />

Coating services<br />

Market growth Oerlikon position<br />

10%<br />

10-15%<br />

Solar thin-film >50%<br />

#1<br />

#1<br />

#1


Deliver quantum leap innovations and<br />

leverage cross segment R&D<br />

Page 8<br />

Innovations<br />

§ From Display<br />

to Solar<br />

§ From CD<br />

to Blu-ray discs<br />

§ From traditional<br />

to laser integrated<br />

Embroidery<br />

§ From automotive gear<br />

components<br />

to transmissions for<br />

wind turbines<br />

Cross segment R&D projects<br />

§ Coating & Vacuum<br />

Vacuum Pumps for<br />

Clusterline and Racetrack<br />

§ Drive Systems & Coating<br />

Advanced coating<br />

applications for automotive<br />

industry<br />

§ Vacuum & Textile<br />

Magnetic bearings for turbo<br />

molecular vacuum pumps<br />

Graphical control software<br />

§ Solar & Vacuum<br />

Vacuum Pumps for thin film<br />

solar module manufacturing


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Status Update<br />

Blu-ray Disc Promotion Europe<br />

Peter Weber


1. <strong>BD</strong> Association<br />

2. <strong>BD</strong> Format<br />

3. Market update<br />

• Japan<br />

• US<br />

• Europe<br />

Blu-ray Disc Update


Board of<br />

Directors: 18<br />

Contributors:60+<br />

General<br />

Members: 90+<br />

170+<br />

Members<br />

1. Blu-ray Disc Association<br />

Components,<br />

Misc<br />

18%<br />

IT Industry<br />

11%<br />

Core<br />

technology<br />

8%<br />

CE<br />

Manufacturers<br />

16%<br />

Disc<br />

Manufacturing<br />

29%<br />

Content<br />

Providers<br />

9%<br />

Production &<br />

Authoring<br />

9%


Major IT Companies<br />

supporting <strong>BD</strong><br />

No.1 No.2<br />

No.3 No.4


China Hualu Group joined<br />

<strong>BD</strong>A<br />

• And joined the Blu-ray Disc Association as a contributor member.<br />

• CHLG is one of China’s leading manufactures of audio and video<br />

devices and is one of the largest providers of audio and video<br />

contents and services in China.<br />

• China HuaLu Group and China Film Group announced at IFA that<br />

both parties will team up to establish a Blu-Ray Authoring Center in<br />

China. The center initially will focus on releasing Chinese local<br />

content on Blu-ray Disc format to the market.


1. <strong>BD</strong>A Overall structure<br />

Task Forces<br />

1. Joint Technical<br />

Committee (JTC)<br />

Board of Directors<br />

2.Compliance<br />

Committee<br />

4.Book Licensing Entity<br />

Secretary Office<br />

3.Promotion<br />

Committee<br />

CREATE VERIFY/TEST PROMOTE


Application<br />

Format<br />

File System<br />

Format<br />

Physical<br />

Format<br />

2. <strong>BD</strong> format books available<br />

<strong>BD</strong>- ROM <strong>BD</strong>- R <strong>BD</strong>- RE<br />

Pre-recorded Recordable<br />

Rewritable<br />

<strong>BD</strong>- ROM<br />

(part 3)<br />

<strong>BD</strong>- ROM<br />

(part 2)<br />

<strong>BD</strong>- ROM<br />

(part 1)<br />

<strong>BD</strong>- R<br />

(part 2)<br />

<strong>BD</strong>- R<br />

(part 2)<br />

<strong>BD</strong>- R / RE<br />

(part 3)<br />

2x, 4x, single, double layer<br />

<strong>BD</strong>- RE<br />

(part 2)<br />

<strong>BD</strong>- RE<br />

(part 1)


2. Robust Copyright Protection<br />

The most comprehensive copyright protection<br />

system ever employed in an optical disc format.<br />

Three primary components:<br />

•AACS: AACS: Advanced Access Content System<br />

•<strong>BD</strong>+: <strong>BD</strong>+: Content protection re-newability<br />

re newability<br />

•ROM ROM Mark: Thwarts counterfeiting


1. Japan<br />

2. USA<br />

3. Europe<br />

3. Market Update


3. Japan CE Hi-Def Players market<br />

2007<br />

•<strong>BD</strong> holds a commanding 90%+ share<br />

for both<br />

•hardware and movies.


3. U.S. CE Hi-Def Players market<br />

2007<br />

• Since the launch of the sub- U$ 500.- player, <strong>BD</strong><br />

has gained the lead position in player market<br />

share (value as well as units sales).<br />

30%<br />

7%<br />

63%<br />

<strong>BD</strong><br />

HD-DVD<br />

<strong>BD</strong>/HD-DVD


3. US Market Movie Sales<br />

<strong>BD</strong> & HD-DVD<br />

August 2007<br />

• <strong>BD</strong> movie sales YTD 1.71 million discs, or 66.3% of next generation disc sales.<br />

• Cummulative sales stand just over 2 million <strong>BD</strong> movies sold.<br />

• It took 10 months for Blu-ray to achieve 1 million disc sales,<br />

but only 3 months to achieve 2 million.<br />

Source: Nielsen VideoScan


The Hi Def “Content Gap”<br />

The opportunity for <strong>BD</strong>


Products from Leading Brands…<br />

New Introductions at the IFA Berlin 2007 from<br />

• Every major CE company in the <strong>BD</strong>A is also<br />

• a major provider Loewe, Daewoo, of HDTV displays…<br />

Funai<br />

The leaders in HDTV technology are also leaders in Blu-ray Disc!


<strong>BD</strong> & HD-DVD<br />

Playback Functions YTD<br />

(Players, Game consoles)<br />

Europe 6:<br />

(Spain, France, UK, Italy, Germany, Netherlands)<br />

6%<br />

94%<br />

<strong>BD</strong><br />

HD-DVD


Market update Europe<br />

PS3<br />

•1.4 million units sold in Europe<br />

•Software promotions<br />

•Sticker on each title to<br />

promote <strong>BD</strong> movie playback<br />

New Price Point : PS3 with 40 GB € 399 from October 10, 2007 onwards


Leading UK Independents<br />

Releasing <strong>BD</strong> Movie Titles


Leading German Independents<br />

Releasing <strong>BD</strong> Movie Titles


Leading French Independents<br />

Releasing <strong>BD</strong> Movie Titles


More Leading European Independents<br />

releasing <strong>BD</strong> Movies<br />

Spain Nordic Italy Belgium<br />

Netherlands


Conclusion<br />

<strong>BD</strong> Enjoys Strong Momentum!<br />

•<strong>BD</strong> offers the consumer a choice<br />

•11 leading CE player brands<br />

•PS3 positioned as player too<br />

•Over 300 <strong>BD</strong> movie titles available<br />

•European independents move to <strong>BD</strong>


Thank you!


Blu-ray 50GB <strong>Summit</strong><br />

18 th October 2007<br />

Presented by Jeremy Wills


450<br />

300<br />

150<br />

0<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

Global Entertainment Media<br />

Expenditure Scenario<br />

Consumer Expenditure US$ Billion<br />

7<br />

4<br />

$257 Bn<br />

110<br />

23<br />

113<br />

CAGR %<br />

7.5%<br />

31%<br />

39%<br />

0%<br />

4%<br />

8.7%<br />

$400 Bn<br />

35<br />

27<br />

108<br />

30<br />

195<br />

2005 2011<br />

* Basic & Premium, excludes receiver licenses & advertising<br />

Mobile Content & Broadcasting<br />

(Video & TV, Music, Games)<br />

Online Content (Video, Music, Games)<br />

Packaged Content<br />

(Video, Music, Games)<br />

Box Office<br />

Broadcast Pay TV* & Radio<br />

(Includes TV-based VoD)


High Definition TV Market Development: USA<br />

100%<br />

90%<br />

80%<br />

70%<br />

60%<br />

50%<br />

40%<br />

30%<br />

20%<br />

10%<br />

0%<br />

% Homes<br />

6%<br />

4%<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

Hi-Def Resolution Screens<br />

12%<br />

7%<br />

22%<br />

11%<br />

34%<br />

21%<br />

2004 2005 2006 2007 2008 2009 2010 2011<br />

49%<br />

35%<br />

* Includes multi-set penetration<br />

**satellite, cable and/or over the air (OTA)<br />

65%<br />

50%<br />

79%<br />

65%<br />

90%<br />

Homes receiving Hi-Def TV<br />

programming**<br />

78%<br />

90m+<br />

homes


High Definition TV Market Development:<br />

Western Europe<br />

70%<br />

60%<br />

50%<br />

40%<br />

30%<br />

20%<br />

10%<br />

0%<br />

% Homes<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

14m in Use<br />

‘HD-Ready’<br />

Screens<br />

Homes receiving<br />

HD broadcasts<br />

Hi Def ‘Content Gap<br />

39m homes<br />

2004 2005 2006 2007 2008 2009 2010 2011<br />

Source: Understanding & Solutions<br />

Digital Distribution of Entertainment Service


Shipments<br />

(Millions Units)<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

High Definition Disc Player Forecasts<br />

25<br />

20<br />

15<br />

10<br />

5<br />

0<br />

Note: Includes Blu-ray & HD DVD<br />

USA<br />

W Europe<br />

Japan*<br />

2007 2008 2009 2010 2011<br />

USA 0.6 2 5.9 14.3 22.6<br />

W Europe 0.2 1 2.4 5.5 11.9<br />

Japan* 0.2 0.5 1.1 2.3 4.1<br />

* Includes Blu-ray Recorders (Japan only)


©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

High Definition Hardware Pricing<br />

September 2007<br />

Lowest Prices (Retail) USA Europe<br />

Blu-ray<br />

Samsung <strong>BD</strong>-P1200 $464 €660 ($915)<br />

Sony <strong>BD</strong>P-S300 $462 -<br />

Sony <strong>BD</strong>P S1ES - €774 ($1075)<br />

HD DVD<br />

Toshiba HD-A2 $243 -<br />

Toshiba HD-E1 - €263 ($365)<br />

Dual-Mode<br />

LG BH-100 $795 €1265 ($1765)<br />

Consoles<br />

Sony PS3 (60GB) (Blu-ray) $499 €588 ($817)<br />

MS Xbox360 HD DVD Drive $180 €147 ($264)


©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

On Demand Video Delivery Options<br />

SD DVD/Blu-ray/HD DVD<br />

Sell-Through & Rental<br />

TV VoD<br />

IP Network<br />

Convergence<br />

Online VoD &<br />

Sell-Through<br />

* Manufacturing on Demand<br />

Very high quality, trending to High Definition<br />

Physical product, ownership, collectable<br />

Retail push, create demand, impulse<br />

Flexibility, plays in any device, portable<br />

Online and in-store rental channel, MoD*<br />

Migration of existing Pay-Movie subscribers<br />

Very high quality, guaranteed QoS<br />

Immediacy, impulse, push promotion<br />

TV primary viewing platform: High Definition trend<br />

Primarily serving static screens<br />

Scalable quality: High Definition to handheld<br />

Follows trend to PC/Web-centric consumer focus<br />

Service platform for handheld devices<br />

Networkable, but ‘last 10 ft’ to TV is a hassle<br />

Aligned with long term trend to virtual storage as per<br />

digital photo, music


Standard Definition & High Definition Video<br />

Market Outlook: USA & Western Europe<br />

45<br />

40<br />

35<br />

30<br />

25<br />

20<br />

15<br />

10<br />

5<br />

0<br />

2005 2006 2007 2008 2009 2010 2011<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

Total Retail Market Value (US$ Billion)<br />

VHS*<br />

Standard Definition<br />

DVD-Video*<br />

*Includes sell-through & rental<br />

**Includes Blu-ray & HD DVD sell-through only<br />

High Definition Video**<br />

Mobile Video<br />

Online Video (EST/ER)


DVD-Video Market Shares: The Major Studios<br />

(Based on 1H 2007 USA Sell-Through Retail Value)<br />

Support for<br />

Blu-ray 55%<br />

Fox 19%<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

Sony 16%<br />

* Includes Dreamworks<br />

** Includes MGM<br />

Disney 15%<br />

Lionsgate 5%<br />

Warner 21%<br />

Support for<br />

both 21%<br />

Universal 10%<br />

Paramount 14%<br />

Support for<br />

HD DVD 24%


1500<br />

1000<br />

500<br />

0<br />

Projected Blu-ray and HD DVD Production:<br />

Worldwide<br />

Million Discs<br />

37<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

141<br />

326<br />

615<br />

996<br />

2006 2007 2008 2009 2010 2011<br />

*Includes <strong>BD</strong>-Video & <strong>BD</strong>-ROM (PS3). Assumes no non-PS3 <strong>BD</strong>-ROM production in forecast period<br />

1418<br />

Blu-ray*<br />

HD DVD


Potential Pre-Recorded Blu-ray Replication Line<br />

Installations: Worldwide<br />

©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

350<br />

300<br />

250<br />

200<br />

150<br />

100<br />

50<br />

0<br />

Installed Base of Replication Lines*<br />

2007 2008 2009 2010 2011<br />

*Assumes no scrappage in forecast<br />

period and improvement in line<br />

efficiencies


©2007 Understanding & Solutions Ltd<br />

All rights reserved<br />

High Definition Video Status<br />

Hardware prices falling, but still high, especially Blu-ray and<br />

in Europe<br />

Dual-mode players (LG) even higher prices, no impact<br />

Vendors subsidizing hardware to drive down costs<br />

Limited retailer media push, dual inventory, expensive<br />

Industry confusion over Blu-ray interactivity specifications<br />

and player/disc operability<br />

Outlook: despite issues, expect growth from 2009, Blu-ray<br />

likely to dominate


Understanding & Solutions<br />

+44 (0)1582 500100<br />

info@uands.com<br />

www.uands.com<br />

UK USA JAPAN CHINA


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Blu-ray: Securing your company‘s position<br />

Page 46<br />

§<br />

-Consumer product<br />

-High volume market<br />

-Perceived added value<br />

§ = Attractive<br />

§<br />

-Revolutionary technology<br />

-New game for everybody<br />

-Entry barrier<br />

-Build up company position<br />

= Differentiation


Sputtering competence : Oerlikon as reference<br />

Single layer<br />

SWIVEL<br />

2400 D/h<br />

Page 47<br />

96 . . . . 97 . . . . 98 . . . . 99 . . . . 00 . . . . 01 . . . . 02 . . . . 03 . . . . 04 . . . . 05 . . . . 06<br />

SDS 131<br />

360 D/h<br />

Multilayer<br />

CUBE<br />

800 D/h<br />

CDM PLUS<br />

BIG SPRINTER<br />

500 D/h<br />

COMET<br />

TWISTER<br />

CUBE SPEED<br />

SPRINTER-8<br />

1000 D/h<br />

SPRINTER-9<br />

1440 D/h<br />

SWIVEL<br />

2600 D/h<br />

Blu-rayproduct generation<br />

CUBE STAR<br />

4000 D/h<br />

SPRINTER-13<br />

1440 D/h<br />

CUBE STAR FLEX<br />

SPRINTER-5<br />

1440 D/h


Replication competence: Late comer in DVD<br />

Page 48<br />

PARAGON MATRIX FUSION<br />

00 . . . . 01 . . . . 02 . . . . 03 . . . . 04 . . . . 05 . . . . 06 . . . . 07 . . . . 08


Explosive mixture<br />

Page 49<br />

Experience Motivation<br />

Partnership<br />

Cover Layer<br />

R/RE technology<br />

Wet embossing<br />

Challenge


Page 50<br />

Jump start into Blu-ray !<br />

Indigo<br />

00 . . . . 01 . . . . 02 . . . . 03 . . . . 04 . . . . 05 . . . . 06 . . . . 07 . . . . 08


Indigo - Widest installed base<br />

<strong>BD</strong> ROM<br />

<strong>BD</strong> ROM<br />

<strong>BD</strong> ROM<br />

Page 51<br />

USA<br />

Europe<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> ROM<br />

<strong>BD</strong> ROM<br />

Asia<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE


Indigo Spin Process Four Challenges to be solved<br />

Yield Trend [ % ]<br />

ave Thickness<br />

[ um ]<br />

150 150<br />

140 140<br />

130 130<br />

120 120<br />

110 110<br />

100 100<br />

without IR IR heating<br />

Cover Layer<br />

thickness homogenity<br />

90 90<br />

20 20 25 25 30 30 35 35 40 40 45 45 50 50 55 55 60 60<br />

Radius [ [ mm ] ]<br />

n Layer uniformity vs. radius<br />

100%<br />

80%<br />

60%<br />

40%<br />

20%<br />

0%<br />

Yield Trend of of 24h FAT Run<br />

00:00 00:00 02:24 02:24 04:48 04:48 07:12 07:12 09:36 09:36 12:00 12:00 14:24 14:24 16:48 16:48 19:12 19:12 21:36 21:36 00:00 00:00<br />

Time<br />

Track 1 Track 2<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

height rel. to to ave thickness<br />

[ um ]<br />

systems<br />

-10<br />

-20<br />

-30<br />

-40<br />

Cover Layer<br />

outer Edge Profile measured by Contracer<br />

0<br />

10<br />

60<br />

50<br />

40<br />

30<br />

20<br />

-10<br />

-20<br />

-30<br />

-40<br />

Cover Layer<br />

outer Edge Profile measured by Contracer<br />

without pre cure<br />

56 56.5 57 57.5 58 58.5 59 59.5 60<br />

0<br />

10<br />

60<br />

50<br />

40<br />

30<br />

20<br />

without pre cure<br />

56 56.5 57 57.5 58 58.5 59 59.5 60<br />

Radius [ mm ]<br />

n Outer edge bump<br />

n Long term stability n Defects<br />

Page 52


Challenge 1 Layer Uniformity<br />

IR Heating<br />

ave Thickness<br />

[ um ]<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

150<br />

140<br />

130<br />

120<br />

110<br />

100<br />

Cover Layer<br />

thickness homogenity<br />

without IR heating<br />

"with IR heating"<br />

systems<br />

90<br />

20 25 30 35 40 45 50 55 60<br />

Radius [ mm ]<br />

Page 53


Challenge 2 Outer Edge Bump<br />

UV Radiation<br />

height rel. to ave thickness<br />

[ um ]<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

systems<br />

-10<br />

-20<br />

-30<br />

-40<br />

Cover Layer<br />

outer Edge Profile measured by Contracer<br />

0<br />

10<br />

60<br />

50<br />

40<br />

30<br />

20<br />

-10<br />

-20<br />

-30<br />

-40<br />

Cover Layer<br />

outer Edge Profile measured by Contracer<br />

with pre cure<br />

without pre cure<br />

56 56.5 57 57.5 58 58.5 59 59.5 60<br />

0<br />

10<br />

60<br />

50<br />

40<br />

30<br />

20<br />

with pre cure<br />

without pre cure<br />

56 56.5 57 57.5 58 58.5 59 59.5 60<br />

Radius [ mm ]<br />

Page 54


Challenge 2/3 Cover Layer Uniformity<br />

max + 2 μm<br />

min - 2 μm<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

systems<br />

Page 55


INDIGO Layout R/RE Layout with CUBE with Sprinter-9 STAR FLEX for for <strong>BD</strong>-R/RE <strong>BD</strong>-ROM SL<br />

IMM<br />

BCA / Init (opt.)<br />

Cover Layer Cooling Cooling R/RE<br />

Total footprint: approx. 3.9 6.8 m x 3.3 3.8 m x 2.0 m<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

CUBE STAR FLEX<br />

SWIVEL<br />

(opt.)<br />

systems<br />

SPRINTER-9<br />

Page 56


Challenge 3 Defects<br />

n Improvement of the lacquer<br />

treatment, piping, filtration<br />

n Improvement of the lacquer<br />

dispense<br />

n Definition of scanner<br />

parameter with customers<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

systems<br />

yield trend over 90%<br />

Page 57


Challenge 4 Long Term Stability <strong>BD</strong>-ROM<br />

n high up time<br />

n layer feed<br />

back<br />

system<br />

Yield [ % ]<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

Yield Trend 48h FAT Run<br />

systems<br />

100%<br />

90%<br />

80%<br />

70%<br />

60%<br />

50%<br />

40%<br />

30%<br />

20%<br />

10%<br />

0%<br />

0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 40 42 44 46 48<br />

Time [ h ]<br />

Yield CL1 Yield CL2<br />

48h run, 37500 produced discs => order yield of 85% including<br />

recycling<br />

Page 58


Result of CL thickness measurements:<br />

thickness [ł [ł m]<br />

Average thickness<br />

105<br />

104<br />

103<br />

102<br />

101<br />

100<br />

99<br />

98<br />

97<br />

96<br />

95<br />

Track1 Track2<br />

0 30 60 90 120 150 180 210 240 270 300 330<br />

Time [min]<br />

Target: cpk > 1.33<br />

radius<br />

cpk<br />

21.5<br />

1.54<br />

23.5<br />

5.21<br />

28.0<br />

2.07<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

Average thickness [Hm]<br />

33.0<br />

2.74<br />

4<br />

3<br />

2<br />

1<br />

0<br />

-1 -1<br />

-2 -2<br />

-3 -3<br />

Variation from Reference<br />

systems<br />

Track1 Track2<br />

-4 -4<br />

0 30 60 90 120 150 180 210 240 270 300 330<br />

Time [min]<br />

45.0<br />

2.29<br />

52.0<br />

1.49<br />

57.5<br />

1.41<br />

58.3<br />

1.48<br />

Page 59


Indigo SL Status:<br />

<strong>BD</strong> ROM<br />

<strong>BD</strong> ROM<br />

<strong>BD</strong> ROM<br />

<strong>BD</strong> ROM DL<br />

n Indigo SL is a field proven system for ROM / R / RE<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

<strong>BD</strong> R/RE<br />

n CL process developed and working<br />

<strong>BD</strong> ROM<br />

<strong>BD</strong> ROM DL<br />

n World wide equipment installed for <strong>BD</strong> – ROM / R / RE<br />

systems<br />

⇒ All Indigo SL in the field are running in production, FAT approved<br />

⇒ Oerlikon is providing a cost efficient <strong>BD</strong> R/REsolution<br />

for <strong>BD</strong>-SL mass<br />

production<br />

including process technology and support<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

<strong>BD</strong> R/RE<br />

Page 60


First Embossing Trials:<br />

controlled<br />

embossing force<br />

motivated<br />

process engineer<br />

Oerlikon Balzers AG, Data Storage, , V. Wuestenhagen, Manager Process Tech. Dep. , e-mail: Volker.Wuestenhagen@oerlikon.com<br />

systems<br />

re-usable stamper<br />

embossing table<br />

Page 61


Blu-Ray DL – The challenge of complexity<br />

Layer 1<br />

Layer 0<br />

ave ave Thickness Thickness<br />

[ [ um um ] ]<br />

150<br />

150<br />

140<br />

140<br />

130<br />

130<br />

120<br />

120<br />

110<br />

110<br />

100<br />

100<br />

BCA Module<br />

Oerlikon Balzers AG, Data Storage<br />

Cover Cover Layer Layer<br />

thickness thickness homogenity<br />

homogenity<br />

without<br />

without<br />

IR<br />

IR<br />

heating<br />

heating<br />

90<br />

90<br />

20<br />

20<br />

25<br />

25<br />

30<br />

30<br />

35<br />

35<br />

40<br />

40<br />

45<br />

45<br />

50<br />

50<br />

55<br />

55<br />

60<br />

60<br />

Radius<br />

Radius<br />

[<br />

[<br />

mm<br />

mm<br />

]<br />

]<br />

height height rel. rel. to to ave ave thickness thickness<br />

[ [ um um ] ]<br />

Cover Layer<br />

outer Edge Profile measured by Contracer<br />

-10<br />

-20<br />

-30<br />

-40<br />

0<br />

10<br />

Cover Layer<br />

outer Edge Profile measured by Contracer<br />

60<br />

50<br />

40<br />

30<br />

20<br />

-10<br />

-20<br />

-30<br />

-40 without pre cure<br />

56 56.5 57 57.5 58 58.5 59 59.5 60<br />

Radius [ mm ]<br />

0<br />

10<br />

60<br />

50<br />

40<br />

30<br />

20<br />

without pre cure<br />

56 56.5 57 57.5 58 58.5 59 59.5 60<br />

Radius [ mm ]<br />

<strong>BD</strong> 50<br />

L1 Replication<br />

4 x Spin process<br />

3 x Sputter<br />

process<br />

Yield Yield Trend Trend [ [ % ] ]<br />

100% 100%<br />

80% 80%<br />

60% 60%<br />

40% 40%<br />

20% 20%<br />

Yield Yield Trend Trend of of 24h 24h FAT FAT Run Run<br />

0% 0%<br />

00:00 02:24 04:48 07:12 09:36 12:00 14:24 16:48 19:12 21:36 00:00<br />

00:00 02:24 04:48 07:12 09:36 12:00 14:24 16:48 19:12 21:36 00:00<br />

Time Time<br />

Track Track 11 Track Track 22<br />

systems<br />

Page 62


L<br />

1<br />

L<br />

0<br />

Blu-Ray DL – The challenge of replication<br />

Cover Layer + Hard Coat<br />

75 µm<br />

Spacer Layer 25 µm<br />

Oerlikon Balzers AG, Data Storage<br />

BCA Module<br />

Substrate<br />

50GB Embossing Technology<br />

Replicatio<br />

n<br />

systems<br />

Embossing<br />

Chamber<br />

L1<br />

Stamper Embossing Head<br />

Embossing Table Glas Plate<br />

UV -<br />

Lamp<br />

Page 63


Embossing Unit – Oerlikon & Sony<br />

Cooperation<br />

Oerlikon Balzers AG, Data Storage<br />

BCA Module<br />

systems<br />

Page 64


Oerlikon Indigo DL – From Idea to reality<br />

Injection<br />

Molding<br />

(Substrate)<br />

Substrate<br />

Cooling<br />

BSC<br />

SiN Layer<br />

Ag Layer<br />

Space Layer<br />

Application<br />

Embossing<br />

Metalising<br />

(Semi-Refl.)<br />

Cover Layer<br />

Hard Coat<br />

Inspection<br />

Oerlikon Balzers AG, Data Storage<br />

BCA Module<br />

Semireflective<br />

Layer<br />

Metalizing<br />

Ag Layer.<br />

Cover Layer Module<br />

Substrate<br />

Molding<br />

Embossing Module<br />

with<br />

Embossing Unit<br />

Cooling<br />

Module<br />

ROM<br />

systems<br />

IMM<br />

Reflective Layer<br />

/ BSC<br />

Page 65


Lacquer sandwich well done –Layer thickness Uniformity<br />

SLT [µm]<br />

5<br />

4<br />

3<br />

2<br />

1<br />

0<br />

-1<br />

-2<br />

-3<br />

-4<br />

Oerlikon Balzers AG, Data Storage<br />

Oerlikon <strong>BD</strong>-DL ROM - Space Layer Uniformity<br />

(<strong>BD</strong>-DL embossed, both tracks, 16.10.07)<br />

-5<br />

0 50 100 150 200 250 300 350 400<br />

Disk No.<br />

DeltaToRef Max<br />

DeltaToRef Min<br />

Space and Cover Layer Thickness<br />

[µm]<br />

5<br />

4<br />

3<br />

2<br />

1<br />

0<br />

-1<br />

-2<br />

-3<br />

-4<br />

Oerlikon <strong>BD</strong>-DL ROM - Space & Cover Layer Uniformity<br />

(<strong>BD</strong>-DL embossed, both tracks, 16.10.07)<br />

systems<br />

n Good uniformity achieved<br />

using well proven <strong>BD</strong>-SL spin<br />

process technology<br />

-5<br />

0 50 100 150 200 250 300 350 400<br />

Disk No.<br />

DeltaToRef Max<br />

DeltaToRef Min<br />

Page 66


Track@pit -Push-Pull & Replication<br />

Where we started …<br />

L0<br />

L1<br />

Oerlikon Balzers AG, Data Storage<br />

R = 25 mm<br />

R = 55 mm<br />

CONFIDENTIAL<br />

Where we are now …<br />

L0<br />

L1<br />

systems<br />

R = 25 mm<br />

R = 25 mm<br />

R = 55 mm<br />

Page 67


Track@pit –Our Reference<br />

n To compare our results we used reference discs from Sony<br />

DADC<br />

LSL<br />

Oerlikon Balzers AG, Data Storage<br />

systems<br />

Oerlikon <strong>BD</strong>-DL embossed <strong>BD</strong>-DL embossed reference disc (Sony DADC)<br />

Oerlikon CONFIDENTIAL<br />

Page 68


When times are gonna change –DC Jitter L1<br />

Oerlikon Balzers AG, Data Storage<br />

systems<br />

Oerlikon <strong>BD</strong>-DL embossed <strong>BD</strong>-DL embossed Sony reference disc<br />

Page 69


Error Correction (RSER10k)<br />

USL<br />

Oerlikon Balzers AG, Data Storage<br />

USL (L0)<br />

Oerlikon CONFIDENTIAL<br />

systems<br />

Oerlikon <strong>BD</strong>-DL embossed <strong>BD</strong>-DL embossed reference disc (Sony DADC)<br />

Page 70


Error Correction (BC)<br />

USL<br />

Oerlikon Balzers AG, Data Storage<br />

Oerlikon CONFIDENTIAL<br />

systems<br />

Oerlikon <strong>BD</strong>-DL embossed <strong>BD</strong>-DL embossed reference disc (Sony DADC)<br />

Page 71


Oerlikon Indigo DL – Where‘s the beef ?<br />

n Based on the field proven spin process technology of<br />

Oerlikon<br />

n Based on the proven embossing technology of Sony<br />

n Replication process successful and comparable to<br />

reference<br />

Oerlikon Balzers AG, Data Storage<br />

systems<br />

Page 72


Roadmap for Indigo DL – As Blu-ray grows<br />

Page 73<br />

§ 6s cycle time, 60% yield<br />

§ Performance improvement<br />

-Yield<br />

-Cycle time<br />

§ Reduce complexity<br />

-Number of layers<br />

-Number of process steps<br />

-New materials<br />

§ Reduce equipment cost / re-design


Indigo DL – Get Tiger‘s clubs and his swing<br />

Page 74<br />

§ Original SONY production technology<br />

§ Packaged as „turn key“ solution:<br />

-Equipment<br />

-Consumables<br />

-Process<br />

-Performance guarantee<br />

-Training<br />

-Verification support<br />

§ Available to any manufacturer


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Leading Technology<br />

for Process and Quality Control<br />

Solutions<br />

Blu-ray 50GB <strong>Summit</strong><br />

Dipl.-Ing. Michael Dobler<br />

Managing Director -Dr. Schenk GmbH<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 76


<strong>BD</strong> 50GB <strong>Summit</strong><br />

What it takes to make Blu-ray<br />

Dr. Schenk<br />

Your reliable Partner for Blu-ray Production<br />

What it takes to make Blu-ray<br />

Detection and Classification of the<br />

new local, topographical defects<br />

caused by<br />

Spin-coating the Space Layer<br />

Embossing the Information Layer<br />

Spin-coating the Cover Layer<br />

Spin-coating the Hardcoating Layer<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 77


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Well<br />

Known<br />

New<br />

Defect Types<br />

Basic Blu-ray Defect Types<br />

Contrast<br />

Defects<br />

Deflecting<br />

Defects<br />

with Core<br />

Slight Deflecting<br />

Cover<br />

Layer Defects<br />

without Core<br />

Slight Deflecting<br />

Space<br />

Layer Defects<br />

without Core<br />

Black Spot<br />

Spin Coating<br />

Spot / Bubble<br />

Bump<br />

Dent<br />

L1 Bump<br />

L1 Dent<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 78


<strong>BD</strong> 50GB <strong>Summit</strong><br />

In-line Analysis of the Coating Topography<br />

Dr. Schenk performs an In-line topographical analysis<br />

of the space layer -, cover layer -, and hardcoating<br />

thickness on the entire disc<br />

4 radii 10 radii 20 radii 30 radii 2048 radii<br />

Checked Disc Area in [%] 5 % 7,5 % 100 %<br />

Coating Topography on 2048 radii<br />

No local, topographical defect goes<br />

undetected<br />

High yield without compromise in quality<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 79


<strong>BD</strong> 50GB <strong>Summit</strong><br />

In-line Analysis of the Coating Topography<br />

In-line Analysis of the<br />

Coating Topography<br />

within 2 Seconds<br />

Off-line Coating Thickness<br />

Measurement within<br />

30 seconds<br />

Image taken by ISM.blue+ Image taken by MT-200.blue<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 80


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Detection of Local Topographical Defects<br />

Image taken by ISM.blue+<br />

520 µm 455 µm 730 µm<br />

Enhanced In-line<br />

detection of critical<br />

defects within the<br />

space layer.<br />

Off-line Space Layer Measurement<br />

Image taken by MT-200.blue<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 81


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Optimized Spin-coating Processes<br />

Enhanced Spin-coating Technology<br />

カバー層、ハードコート層の製造工程において独自の精密スピンコーティング<br />

法を用いています。この精密スピンコーティング技術で、記録膜全面に渡って<br />

膜厚精度±1μm以内という超均一厚み精度を実現しています。<br />

4倍速<strong>BD</strong>-R、2倍速<strong>BD</strong>-R DLディスクには、さらに進化したスピンコート法を<br />

適用、1/100ミクロンオーダーでの表面平滑性を実現しました。その結果<br />

、サーボ特性が大幅に向上され、高速記録時にも安定した記録が可能です。<br />

Improved Disc Surface Flatness Condition using Enhanced Spin-coating Technology<br />

Inspected 1/100µm level resolution for disc surface condition using special set-up<br />

inspection system. Succeed to reduce dent and bent defects to 1/10 level.<br />

Improved <strong>BD</strong>-R disc Existing <strong>BD</strong>-R disc<br />

http://www.mcmedia.co.jp/japanese/technology/next_gene_disc/blu-ray.html<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 82


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Off-line Measurement<br />

Recommended Off-line Solution for<br />

Efficient <strong>BD</strong> Inspection with highest spatial Resolution<br />

The Industry Reference<br />

MT-200.blue<br />

The MT-200.blue is the off-line measurement system with a unique<br />

spatial resolution and measurement principles, which allow precise<br />

analysis of the relevant outer disc area between 57.0 and 58.5 mm<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 83


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Off-line Measurement<br />

Simultaneous measurement of all Blu-ray features within one<br />

measurement cycle<br />

Optical Properties:<br />

Reflectivity<br />

Transmission<br />

at 405 nm<br />

Diffraction Efficiency<br />

Optical Density<br />

Birefringence:<br />

Absolute Inplane<br />

Relative Inplane<br />

Perpendicular<br />

Orientation<br />

at 405 nm<br />

Up to 2048 measurement points per turn<br />

Up to 0.1 mm radial resolution<br />

Thickness and<br />

Variation of:<br />

Cover Layer<br />

Space Layer<br />

Substrate<br />

Hard Coating<br />

Deviation:<br />

Radial<br />

Tangential<br />

Vertical<br />

Vertical Runout<br />

Axial Acceleration<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 84


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Our Worldwide Blu-ray Disc References<br />

<strong>BD</strong> Technologies<br />

Cinram<br />

Deluxe<br />

GE<br />

Sonopress<br />

Technicolor<br />

...<br />

Blu-ray Disc in Business<br />

Infodisc<br />

Laservideo<br />

OM&T<br />

QOL<br />

...<br />

Best Disc<br />

CMC<br />

Daxon<br />

Infomedia<br />

LG<br />

Long-U<br />

Moser Baer<br />

Prodisc<br />

Ritek<br />

...<br />

JVC<br />

Mitsubishi<br />

Panasonic<br />

Ricoh<br />

Sony<br />

Taiyo Yuden<br />

TDK<br />

...<br />

All major Blu-ray Disc replicators worldwide are relying on<br />

Dr. Schenk know-how for <strong>BD</strong> development and production.<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 85


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Solar – Beyond Optical Disc<br />

Turnkey Vision Systems for Thin Film Solar Modules<br />

Quality Assurance & Process<br />

Control Throughout Solar Module<br />

Production<br />

Repeatable and Reliable Defect<br />

Detection on:<br />

Incoming Glass<br />

TCO Coated Glass<br />

Semiconductor Layers<br />

Structured Cells<br />

Finished Modules<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 86


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Bare<br />

Glass<br />

Typical Production Process of<br />

Thin Film Solar Modules<br />

Part 1: I N S P E C T I O N of<br />

Cleaning<br />

Deposition<br />

Front / Backside<br />

Contact<br />

Structuring P1<br />

Glass<br />

Incoming<br />

Quality<br />

Sheet Glass<br />

Defects<br />

Dimensions<br />

Edge Defects<br />

Layer<br />

Deposition Structuring<br />

Layer Defects<br />

Layer<br />

Homogeneity<br />

Layer Thickness<br />

Deposition<br />

Active Layer<br />

D E T E C T I O N of<br />

Structure<br />

Discontinuity<br />

Layer Residue<br />

Layer Puncture<br />

Layer<br />

Deposition<br />

Active Layer n<br />

[Chemical Steps]<br />

Chemical<br />

Step<br />

Layer Defects<br />

Layer Homogeneity<br />

Layer Thickness<br />

Active Layer 1<br />

Backside Contact<br />

Glass P1<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 87


<strong>BD</strong> 50GB <strong>Summit</strong><br />

Typical Production Process of<br />

Thin Film Solar Modules<br />

Part 2: I N S P E C T I O N of<br />

Structuring<br />

Structuring P2<br />

Deposition<br />

Front / Backside<br />

Contact<br />

Structuring P3<br />

Active Layer 1<br />

Backside Contact<br />

Glass P1<br />

Active Layer n<br />

Structure<br />

Discontinuity<br />

Layer Residue<br />

Layer Puncture<br />

Layer<br />

Deposition Structuring<br />

Contacting<br />

Encapsulation /<br />

Lamination<br />

D E T E C T I O N of<br />

Layer Defects<br />

Layer<br />

Homogeneity<br />

Layer Thickness<br />

Structure<br />

Discontinuity<br />

Layer Residue<br />

Layer Puncture<br />

-<br />

Final Quality<br />

Solar Module<br />

Encapsulation &<br />

Lamination Defects<br />

Conductor Defects<br />

Edge Defects<br />

TCO<br />

Active Layer 1<br />

Glass P1 P2 P3<br />

+<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 88


<strong>BD</strong> 50GB <strong>Summit</strong><br />

What it takes to make Blu-ray or Solar Cells<br />

Oerlikon & Dr. Schenk GmbH<br />

Your reliable Partner for<br />

Blu-ray Disc Production<br />

Thin Film Solar Module Production<br />

C_<strong>BD</strong>_<strong>Summit</strong>_e_#_1007 Page 89


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Oerlikon Textile<br />

at the <strong>BD</strong> 50GB <strong>Summit</strong><br />

André Wissenberg<br />

Balzers, Liechtenstein, October 18th 2007


Oerlikon Textile – Who we are:<br />

§ Oerlikon Textile 5 Strong Brands / Strong Market Position worldwide<br />

§ Oerlikon Textile Successful Growth<br />

§ Oerlikon Textile First Choice for Customers<br />

§ Oerlikon Textile More than 8,000 high skilled Employees<br />

§ Oerlikon Textile Success in Asia<br />

§ Oerlikon Textile Pure Innovation Power<br />

Page 92 Oerlikon Textile


Oerlikon Textile Record Results 1 st Half-Year 2007<br />

Page 93 Oerlikon Textile<br />

(in CHF m)<br />

+23% 1,149<br />

+212%<br />

Orders received<br />

1HY 06<br />

33<br />

1HY 06<br />

EBIT<br />

1,415<br />

1HY 07<br />

102<br />

1HY 07<br />

+37% 943<br />

1HY 06<br />

Sales<br />

1,295<br />

1HY 07<br />

7,9% EBIT margin in<br />

1HY 2007


Oerlikon Textile - Strong Market Position worldwide<br />

Market Position<br />

1, 2 1 1,2 1 1<br />

Page 94 Oerlikon Textile


Oerlikon Textile More than 8,000 high skilled Employees<br />

Page 95 Oerlikon Textile<br />

§ 616 Researcher create new products<br />

§ 656 Sales engineers consult our customers<br />

§ 5049 Skilled employees produce<br />

our machines<br />

§ 808 Service engineers are the helping hands<br />

§ 652 Supporter let everything run


Oerlikon Textile First Choice for Customers<br />

Page 96 Oerlikon Textile


Oerlikon Textile – Success in Asia<br />

Page 97 Oerlikon Textile<br />

30%<br />

17% 14%<br />

35%<br />

20%<br />

14%<br />

35%<br />

95 02 06 95 02 06 95 02 06<br />

USA Europa Asien<br />

63%<br />

72%


Oerlikon Textile – Strong Position in China<br />

§ Target: Strongest chinese textile machine<br />

producer<br />

§ 100.000 m²<br />

§ 2.500 Employees<br />

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Oerlikon Textile Pure Innovation Power<br />

Page 114 Oerlikon Textile<br />

§ 4370 Active patents<br />

§ 330 New patents in 2006<br />

§ 616 Researcher<br />

§ 100 Mio CHF<br />

Development Budget


Page 115 Oerlikon Textile


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Thank you for your attention.<br />

• www.oerlikontextile.co<br />

Page 121 Oerlikon Textile<br />

m


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


News injection moulding<br />

machine e-Jet<br />

18.10.2007


Company<br />

n 1857 Established as an iron foundry<br />

n 1945 Construction of the first injection moulding<br />

machine<br />

n 1973 Introduction SYCAP, closed loop process control<br />

as a world’s first<br />

n 1992 Netstal integrated in Krauss-Maffei AG<br />

n 1996 ISO 9001 certified<br />

n 1998 Netstal became an independent part of the<br />

Mannesmann Plastics Machinery Group (MPM)<br />

n 1999 Shipment of the 25,000th machine<br />

n 2000 Record year with 1,286 delivered machines<br />

n 2000 World market leader in the optical disc IMM<br />

business<br />

n 2001 Factory expansion (8,000m2) for large<br />

machines and production systems<br />

n 2003 Market launch of Netstal’s first fully electric<br />

moulding machine for optical disc substrates<br />

n 2004 Market launch of Netstal’s first range of fully<br />

electric injection moulding machines for<br />

universal applications<br />

n 2007 Netstal aniversary


Company


E-Jet


E-Jet Clamp Unit


Clamp Drive –<br />

Eccentric Shaft


Temperature Stabilized<br />

Platens<br />

Mold<br />

Temperature<br />

Control Unit


Quality<br />

Geometry Internal structure<br />

Electrical signals Birefringence<br />

Dishing Residual stress<br />

Disc thicknes<br />

Diameter<br />

---> Quality data<br />

Summary of Clamp<br />

Benefits


Injection Unit


Injection Unit Drive<br />

System


Holding pressure measurement<br />

Injection unit<br />

Motor<br />

Servomotor<br />

Encoder


Controls


Energy Efficiency


Energy Efficiency<br />

n Power consumption, do not forget the surrounding!<br />

E<br />

E total = E +E A +E W<br />

E 1 =E-E 2<br />

Injection moulding<br />

system<br />

E W =E 2 +E V<br />

Water chiller<br />

E 2<br />

Aircon<br />

E A =E 1 +E E<br />

E 1


New‘s


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Oerlikon Balzers –<br />

global leader in advanced<br />

surface technology<br />

October 2007<br />

The <strong>BD</strong>50 <strong>Summit</strong> at Oerlikon Systems<br />

Peter Hillenbrand


Key data for Business Unit Oerlikon Balzers<br />

§ Unique company with global network for coating service<br />

§ More than 80 coating centres in 29 countries<br />

§ 30% global market share (job coating)<br />

§ Approximately 2.5 times bigger<br />

than the No. 2<br />

§ About 500 coating systems<br />

in operation<br />

§ The BALINIT ® Coating Portfolio<br />

Page 140 Business Unit Oerlikon Balzers / September 2007


Tailor-made solutions for all requirements<br />

Coating service Shop-in-Shop centres<br />

- Pick-up service<br />

- Short and dedicated<br />

delivery times<br />

- Centres in 29 countries<br />

Page 141 Business Unit Oerlikon Balzers / September 2007<br />

- Customised coating lines<br />

- integrated into the customers<br />

facilities; run by us<br />

- 10 centres in operation<br />

Coating systems<br />

- Highly productive and reliable<br />

equipment<br />

- About 500 coating systems in<br />

operation world-wide


Close to you – anywhere in the world<br />

24 Centres 39 Centres<br />

16 Centres<br />

America<br />

Argentina<br />

Brazil<br />

Canada<br />

Mexico<br />

USA<br />

Page 142 Business Unit Oerlikon Balzers / September 2007<br />

Europe<br />

Liechtenstein<br />

Austria<br />

Benelux<br />

Czech Rep.<br />

France<br />

Germany<br />

Great Britain<br />

Hungary<br />

Italy<br />

Poland<br />

Portugal<br />

Romania<br />

Spain<br />

Sweden<br />

Switzerland<br />

Turkey<br />

Asia<br />

China<br />

India<br />

Japan<br />

Korea<br />

Singapore<br />

Thailand<br />

As of September 2007


Tools & Components The 2 Pillars of Balzers<br />

On tools for metal and plastics<br />

processing<br />

-Improved service life<br />

-Higher productivity<br />

-Lower piece cost<br />

Page 143 Business Unit Oerlikon Balzers / September 2007<br />

On precision components for the<br />

automotive and mechanical<br />

engineering industry<br />

-Extended life time<br />

-Higher load capacity<br />

-Improved reliability<br />

Wear Tribology


Wear protection coatings for tools<br />

Cutting Punching<br />

Plastics<br />

Forming<br />

processing<br />

Page 144 Business Unit Oerlikon Balzers / September 2007<br />

Die casting


BALINIT ® coatings for highly demanding components<br />

Being part of all successful formula 1 racing cars<br />

Cam follower<br />

(rocker arm and shaft, tappets)<br />

Valves<br />

Camshafts<br />

Page 145 Business Unit Oerlikon Balzers / September 2007<br />

Gear wheels<br />

Suspension parts<br />

Pistons<br />

Wrist pins<br />

Crank shaft<br />

Con rods


Leading companies rely on us<br />

§ Tool manufacturers<br />

§ Automotive industry<br />

§ Aircraft industry<br />

§ Metalworking industry<br />

§ Plastics processing industry<br />

§ Mechanical engineering and<br />

plant construction<br />

Page 146 Business Unit Oerlikon Balzers / September 2007


Innovation Leader in PVD Technology<br />

P3e TM Technology<br />

(Pulse enhanced electron emission)<br />

- Metal oxide coatings of corundum type structure<br />

- Opens a new field of applications for PVD<br />

- Thick coatings possible<br />

- Large degree of freedom in designing coating<br />

structures and coating properties<br />

Page 147 Business Unit Oerlikon Balzers / September 2007<br />

New coating system INNOVA<br />

- With P3e TM technology or with<br />

standard technology<br />

- New etching process<br />

- High flexibility


Page 148 Business Unit Oerlikon Balzers / September 2007<br />

Thank You Very Much!<br />

&<br />

Enjoy Your <strong>BD</strong> 50 <strong>Summit</strong>


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Process Control for<br />

Blu-ray Disc Production<br />

dr.schwab Inspection Technology GmbH<br />

<strong>BD</strong> 50GB <strong>Summit</strong><br />

Thursday 18 th October 2007, Balzers, Liechtenstein


Company Location<br />

dr. schwab IT<br />

located in the<br />

centre of Europe<br />

close to<br />

Munich/<br />

Germany<br />

Germany<br />

dr. schwab IT<br />

A worldwide network of sales and service agents, dedicated to<br />

delivering first class service at a local level


Company Profile<br />

dr.schwab - true blue ...<br />

One of the main strategic objectives of dr. schwab Inspection<br />

Technology GmbH was its focus on next generation optical<br />

disc inspection and to cover physical control of the complete<br />

manufacturing process from mastering through to the<br />

finished disc.<br />

This goal has been achieved by a completely new “blu”<br />

generation with a system design that keeps pace with the<br />

fast development of semiconductor and signal processor<br />

technology.


The complete inspection solution<br />

Master &<br />

Stamper<br />

DOMS XE-blu<br />

Replication<br />

(offline)<br />

argus XE<br />

Replication<br />

(in-line)<br />

IQPC blu<br />

A completely new generation of Inspection Systems<br />

for the new generation of Optical Discs


Hardware Architecture<br />

Modular design:<br />

Rapid Parallel Processing Power


Surface & Size Classification<br />

Real Size Classification by sophisticated Image Analysis


Thin Film Measurement<br />

Laser-<br />

Laser-<br />

Interferometer<br />

Interferometer<br />

Reflectance-Fit<br />

Reflectance-Fit<br />

(Photo<br />

(Photo<br />

Resist)<br />

Resist)<br />

White<br />

White<br />

Light-<br />

Light-<br />

Spectrometer<br />

Spectrometer<br />

Spectral Fit<br />

Spectral Fit<br />

(Hard Coat)<br />

(Hard Coat)<br />

LED-<br />

LED-<br />

Spectrometer<br />

Spectrometer<br />

FFT<br />

FFT<br />

Analysis<br />

Analysis<br />

(Spacer<br />

(Spacer<br />

&<br />

&<br />

Cover)<br />

Cover)<br />

Laser-<br />

Laser-<br />

Interferometer<br />

Interferometer<br />

FFT Analysis<br />

FFT Analysis<br />

(Substrate)<br />

(Substrate)<br />

Optimum Measurement Principle for each Range


IQPC Thickness Measurement<br />

<strong>BD</strong> 1 <strong>BD</strong> 2 <strong>BD</strong> 3 <strong>BD</strong> 4 <strong>BD</strong> 5 <strong>BD</strong> 6<br />

10 repetitive measurements of CLT on 6 <strong>BD</strong>s: The steps<br />

from disc to disc (process variation) within the<br />

process window can clearly and stably be seen.


Spin Coating Process<br />

Thickness Uniformity depends on Dispense Radius


Spin Coating Process<br />

Spectrometer (rd) versus Laser Interferometer (gn)


Spin Coating Optimisation<br />

Effect of Center Curing & outer Edge Heating


IQPC Inline Scanner<br />

Perfect correlation with Signal Quality<br />

Measurement on 20 radius positions with 1 degree<br />

steps in tangential direction provides complete<br />

SLT and CLT distribution


Space Layer with L1 Bumps<br />

OK<br />

NG<br />

Even local events can be detected and classified


Cover Foil with Hard Coat<br />

Streaks from Draw Process: OK<br />

Non-Uniform Hard Coat Dispense: NG


Spin Cover Process<br />

Vertical Deviation: Toroidal Disc Shape<br />

Optimum Balance of Substrate Tilt and Coating Shrinkage


Summary & Conclusions<br />

dr.schwab - true blue ...<br />

Blu-ray Disc Inspection & Process Optimisation<br />

n Complete Solution for all Process Stages<br />

n Multi-Processor Technology<br />

n Repeatable and Reliable Classification<br />

n Optimized Measurement Principles<br />

n Tools for Process Control


Advanced<br />

Optical Disc Formats require<br />

Advanced<br />

Inspection Technology


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Oerlikon Space<br />

A significant player in the international Space business<br />

§ Global supplier of payload fairings for<br />

launch vehicles built in composite<br />

technology<br />

§ Well known supplier of lightweight rigid<br />

structures and thermally stable platforms<br />

for many ESA programmes.<br />

§ European leader in the development of<br />

complex Space mechanisms and<br />

scientific instruments for Space applications.<br />

For more then 40 years Oerlikon Space has been a major supplier<br />

Date: Event:<br />

of a wide range of products for Space applications


Space Facilities<br />

§ Employees: 300<br />

(around half of whom are<br />

highly qualified Engineers)<br />

§ Turnover: ~ 100 Mio CHF<br />

Date: Event:


Spacecraft Structures from Design to Qualification and Flight<br />

Date: Event:<br />

Earth Observation<br />

Weather Satellite<br />

MSG<br />

NTErnational Gamma<br />

RAy Laboratory<br />

INTEGRAL<br />

Automated Transfer<br />

Vehicle<br />

for the ISS<br />

Scientific Mission<br />

PLANCK


High Precision Mechanisms, Scientific Instruments<br />

and electro-optical Systems for space applications<br />

GalileoSat<br />

Solar Array Deployment<br />

and<br />

Solar Array Drive Mechanisms<br />

Date: Event:<br />

Separation Mechanisms<br />

Electro-optical Systems<br />

Pointing / Scanning<br />

Mechanisms<br />

Scientific Instrument


Payload Fairings built for European and US Launchers<br />

Payload Fairing Separation Test<br />

Approx. 3 minutes after lift-off the launcher has reached a height of 110 km.<br />

At this stage the payload fairing is separated from the launcher. As this<br />

process is mission-critical it has to be tested and verified in the development<br />

Date: Event:<br />

phase in the world’s largest vacuum chamber of NASA in Sandusky (Ohio).<br />

Atlas V-500 PLF SepTest<br />

& AV003 Launch (69 Sec)


Optical Disc Molding Technology<br />

Production Technology for Blu-ray Disc<br />

Speaker: John Ransdell


Agenda<br />

Part 1 - Company overview, company strengths, product line<br />

Precision machining at AWM, quality control<br />

Part 2 - Molding the 1.1 mm L0 substrate<br />

AWM’s »six.one« mold, key technologies involved<br />

Part 3 - Embossing the 0.1 mm L1 layer<br />

Challenges, key technologies involved, similarities to the L0 substrate<br />

Part 4 - Conclusion<br />

Lessons learned, outlook<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Part 1: Company Overview<br />

AWM’s Strengths as a Moldmaker<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


335 Employees<br />

molds for optical disc<br />

substrates and packaging,<br />

automotive parts and caps<br />

Overview of the<br />

Advaltech CHF 250 Million Group<br />

1120 Employees<br />

175 Employees<br />

molds for plastic packaging,<br />

automobile parts, dualand<br />

multi-component parts<br />

35 Employees<br />

molds for plastic medical<br />

components, assembly of<br />

medical components, production<br />

Companies in the plastics business<br />

Companies in the metals business<br />

765 Employees<br />

metal components for the<br />

telecommunications, automotive<br />

and medical industries<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Product Diversity at AWM<br />

Optical Parts<br />

Business Unit<br />

Consumer Goods<br />

Business Unit<br />

Automotive<br />

Business Unit<br />

Medical<br />

Business Unit<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Manufacturing Strategy<br />

§ Most modern machine park for mass production<br />

§ High production capacity by systematic implementation of automation<br />

§ Large and complete polishing department for high output<br />

§ Diverse machine park including many different manufacturing methods<br />

§ High volume strategy and modern machinery and manufacturing methods result in costeffective<br />

manufacturing of precision molds in large quantities<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Manufacturing Know-How<br />

§ Experience required for the manufacture of specialized mold parts<br />

§ Very large experience in the areas of interchangeable parts and quality control<br />

§ Efficient finishing technology for “ultra-precise” round parts like mirrors and stamper<br />

holders in a tolerance range of typically less than 5µ<br />

§ Years of experience in the technology of welding and soldering mold parts like mirrors and<br />

sprue bushes<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


The In-House Advantage<br />

§ Keeping manufacturing of mold parts in-house has key advantages:<br />

§ Absolute control of quality<br />

§ Ability to quickly realize development projects<br />

§ Fast response to special customer requests; little dependence on sub-suppliers<br />

§ Retention of mold making knowledge for future optical disc business<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Products for Optical Applications at AWM<br />

§ AWM’s special business unit dedicated to<br />

the development of optical products has<br />

realized projects in the following areas:<br />

Optical discs<br />

§ All formats for pre-recorded, recordable and<br />

re-writable<br />

Ophthalmic lenses<br />

§ Eyeglasses, sunglasses and projectors<br />

Code discs<br />

§ Steering angle sensors<br />

Diffractive optics<br />

§ Personal display<br />

Analytics and medical technology<br />

§ Consumables for rapid analytic evaluation<br />

of samples<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Competencies<br />

§ AWM’s Optical Parts Business Unit is basically focused on products having the following<br />

characteristics:<br />

Optical surfaces, roughness < l/10-20<br />

Highest contour accuracy< 5μm<br />

Micro- or nano-structured surface patterns<br />

§ The nature of such products has led to skills in the following areas as well:<br />

§ Production of mold inserts for optical applications (optical surfaces, tempering)<br />

§ Process know-how for injection molding/compression molding of optical and technical<br />

parts (replication, surfaces, planarity)<br />

§ Processing of different plastics for optical applications (PC, PMMA, PEEK, Zeonex, PA)<br />

§ Application of special processes like Variotherm, cavity evacuation<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Optical Parts Research<br />

Atomic Force<br />

Microscope<br />

Alpha<br />

Step<br />

Disc Analyzing<br />

Devices<br />

Metalizing Equipment<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Global Service<br />

AWM Mold Tech AG<br />

Optical Parts Department<br />

Gotthardstrasse 3<br />

CH-5630 Muri<br />

Switzerland<br />

Tel.: ++41 56 675 44 44<br />

Fax: ++41 56 675 44 89<br />

e-mail: optical.disc@awm.ch<br />

AWM Swiss Technology Ltd.<br />

Room 1701, Billion Trade Center<br />

31 Hung To Road<br />

Kwun Tong, Kowloon<br />

Hong Kong<br />

Tel.: ++852 2670 6000<br />

Fax.: ++852 2670 1918<br />

e-mail: awm@awm.com.hk<br />

§ Proven global service network<br />

§ Experienced service and process<br />

engineers<br />

§ All parts completely interchangeable<br />

§ All optical disc spare parts on stock,<br />

available on short call<br />

§ Mold and mirror revision service by<br />

AWM<br />

§ Training center for mold and process<br />

training<br />

AWM Mold Service US Inc.<br />

100 Cummings Center<br />

Suite 231-C<br />

Beverly, MA 01915<br />

USA<br />

Tel.: ++1 978 720 4080<br />

Fax.: ++1 978 720 4084<br />

e-mail: moldservice@awm-us.com<br />

AWM Mold Tech Trading<br />

(Shanghai) Co Ltd.<br />

Room 1807, He Yi Building<br />

420 Jiang Ning Road<br />

Shanghai, China PRC<br />

Tel.: ++8621 6267 8603<br />

Fax.: ++8621 6267 8513<br />

e-mail: awm@awm.sh.cn<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Part 2 : Molding of the 1.1mm Substrate<br />

AWM’s »six.one« Mold<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


The »six.one« Mold Concept<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Traditional Mirror Tempering Technology<br />

Background:<br />

§ The typical production mold today uses a<br />

spiral cooling channel. The fluid enters the<br />

mold at one point, circulates and exits at<br />

another point<br />

§ The problem of the traditional design is a<br />

large temperature differential between the<br />

fluid entering and the fluid exiting the mold<br />

§ The mold’s surface can not be evenly<br />

tempered across its surface<br />

§ Ineffective usage of the tempering system<br />

leads to ineffective removal of heat in<br />

production<br />

Cold Fluid<br />

Warm Fluid<br />

Hot Fluid<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Homogeneous Tempering Technology<br />

Challenge:<br />

§ Attain exact temperature control at every<br />

point on the mold’s surface to optimally form<br />

the smallest structures<br />

Solution:<br />

§ AWM’s »six.one« mold uses more cooling<br />

channels, shorter paths and counter flow<br />

§ We call this HTT or Homogeneous<br />

Tempering Technology<br />

Advantages:<br />

§ The consequence of this design is that the<br />

temperature differential, or ∆T between the<br />

fluid entering the cooling area and the fluid<br />

leaving the cooling area is not as large<br />

§ The mold’s surface can now be much more<br />

evenly tempered across its surface<br />

Cold Fluid<br />

Warm Fluid<br />

Hot Fluid<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Homogeneous Tempering Test Results<br />

Traditional Tempering<br />

§ Graph showing temperature<br />

measurements across the surface<br />

of a mirror equipped with a<br />

traditional tempering system at a<br />

fixed point in time<br />

There exists a large ∆T<br />

Homogeneous Tempering<br />

§ Graph showing temperature<br />

measurements across the surface<br />

of a mirror equipped with AWM's<br />

Homogeneous Tempering<br />

Technology at a fixed point in time<br />

The ∆T is smaller<br />

Surface Temp. [°C]<br />

Surface Temp. [°C]<br />

128<br />

126<br />

124<br />

122<br />

23 28 33 38 43 48 53 58<br />

Mirror Radius [mm]<br />

128<br />

126<br />

124<br />

122<br />

23 28 33 38 43 48 53 58<br />

Mirror Radius [mm]<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Tempered Venting Ring<br />

§ Challenge: provide the best control of mechanical properties for bonding and spin<br />

coating processes<br />

§ Solution: Equip molds with a ventingring that has a cooling channel in it<br />

§ Molds without TVR do not have equal<br />

cooling on both sides. The tempering on<br />

the left mold is asymmetrical<br />

§ Molds with TVR are much more evenly<br />

tempered. Therefore we refer to this<br />

type of tempering as symmetrical<br />

PATENTED!<br />

Exclusive AWM Technology<br />

Untempered, asymmetrical Tempered, symmetrical<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Mold Centering by Guide Shafts<br />

§ Challenge: reduce wear and hold ECC constant over the mold's entire lifespan<br />

§ Advantages: Since the clamping unit's two halves are never completely aligned while<br />

open, wear on stamper, conus and stamper holder occur each time the mold closes.<br />

Guide shafts stop the wear by enabling a smooth closing over the entire mold stroke<br />

Mold Half Offset [%] --»<br />

100<br />

80<br />

60<br />

40<br />

20<br />

0<br />

Mould Half Offset vs. Stroke Position<br />

0 8 16 24 32 40 48 50<br />

Fully Open to Fully Closed [mm] --»<br />

Guide Shaft Centering Conus Centering<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Excellent ECC Results<br />

§ Good stampers and AWM’s mold yield excellent ECC results. Some examples:<br />

§ The stamper with 22mm i.d. (ECC of 5µm) yielded discs with ECC of 10µm<br />

§ The stamper with 34mm i.d. (ECC of 21µm) yielded discs with ECC of 25µm<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Outer Ring Around Mirror<br />

Challenge:<br />

§ Reduce maintenance and operation costs<br />

Solution:<br />

§ Patented ring around the outside of the<br />

mirror (on print side) which is not part of<br />

the steel base<br />

Advantages:<br />

§ Reduced repair cost, if the mirror is<br />

damaged during service. If the mirror’s<br />

edge is damaged, one only needs to<br />

replace the ring and not the whole mirror<br />

§ Reduced cost of operation for printing<br />

machinery. The bevel on the mirror<br />

prevents sharp edges that rip the printing<br />

screens<br />

Titanium Coating on Surface<br />

Substrate<br />

Outer Ring<br />

Steel Base<br />

PATENTED!<br />

Exclusive AWM Technology<br />

Mirror<br />

Venting<br />

Ring<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Special Coatings<br />

Challenge:<br />

§ Maintain mold’s life time in spite of<br />

dramatically faster cycle times<br />

Solution:<br />

§ Long life coatings optimized for the injection<br />

molding of optical grade products<br />

Advantages:<br />

§ Well-known titanium coating (top) has a<br />

high scratch resistance and a very long life.<br />

This means that fewer polishings or<br />

recoatings are required even for fast cycle<br />

times<br />

§ AWM's DLC coating outlasts all other DLC<br />

coatings on mirrors and increases stamper<br />

life time<br />

Exclusive AWM Technology<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Welded Mirror Construction<br />

Challenge:<br />

• Improve quality and reliability by eliminating<br />

leaks and the number of parts<br />

Solution:<br />

• Instead of using a mirror that is composed<br />

of an upper and a lower plate, AWM<br />

uses a single piece welded mirror<br />

Advantages:<br />

• One single part allows for highest<br />

precision, i.e. no additive tolerances of<br />

several parts. Therefore best disc<br />

quality<br />

• No leaks caused by aging washers or<br />

water quality that attacks washer<br />

material<br />

• Fewer possible error sources during<br />

preventive maintenance<br />

Japanese Style 2 Piece Mirror<br />

Grooves for joining of washers<br />

Cooling channels<br />

Threaded boring for bolts<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Part 3 : Wet Embossing of Second Info Layer<br />

Functionality and Mold Technology in the Wet Embossing Unit<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Part 4 : Conclusion<br />

The Key Points Covered<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Conclusion<br />

Key point 1 -<br />

Key point 2 -<br />

The wet embossing unit is a combination of line making know-how<br />

and precision machine making.<br />

There is a significant amount of moldmaking know-how in the wet<br />

embossing unit, even though the wet embossing unit is not really a<br />

mold. Above all, knowledge about ECC, clearance fitting guide<br />

shafts, machining tolerances and optical surface manufacturing are<br />

critical<br />

.<br />

Key point 3 - In these areas, AWM does have a large know-how at its disposal<br />

and production of several thousand molds incorporating the<br />

required technologies.<br />

Mold Technology for Blu -ay Disc Prodcution - Verison 0


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Oerlikon Drive Systems<br />

October 18, 2007


Agenda<br />

§ Oerlikon Drive Systems – Company Overview<br />

§ Automotive Transmissions<br />

§ Dual Clutch Transmission Systems (DCT)


Segment Oerlikon Drive Systems – Markets (1/3)<br />

Oerlikon Graziano<br />

Gears & Components<br />

Synchronizers – World’s No. 1 in the design and<br />

manufacture of synchronizers for agricultural<br />

tractors. Precision gears and shafts crown wheels and<br />

pinions – World leader in the supply of gearing<br />

components for all mobility applications.<br />

Oerlikon Graziano<br />

Off-Highway Drivelines<br />

Global player in Heavy Axles for Construction –<br />

Equipment Vehicles, Premium Tractors and Low Floor<br />

City Buses, in Light Axles for Golf and Utility Cars, in<br />

Powershift Gearboxes for Lift Trucks and in special<br />

transmissions for Utility and Agricultural Tractors.


Segment Oerlikon Drive Systems – Markets (2/3)<br />

Oerlikon Fairfield<br />

Planetary Drives & Custom Assemblies<br />

Industry’s leading provider with an extensive range<br />

of gear development and manufacturing capabilities for<br />

the most demanding applications.<br />

Designed and developed custom gear assemblies for<br />

specific application requirements whether it’s high<br />

horsepower or precision movement with high quality<br />

and reliability.<br />

Complete range of planetary drives for mobile and<br />

industrial machinery applications. The Torque-Hub ®<br />

brand of drives are known throughout the world as a<br />

highly reliable, well-engineered solutions for the most<br />

demanding applications.


Segment Oerlikon Drive Systems – Markets (3/3)<br />

Oerlikon Graziano<br />

Automotive Transmissions<br />

Gearboxes for high performance cars –<br />

World’s No. 1 in development and supply of<br />

manual/automated manual transmission systems for<br />

small/medium series high performance cars. Key<br />

player in applying innovative technology (Dual<br />

Clutch Transmissions) to premium performance cars.<br />

Power transfer units and differentials for 4WD cars –<br />

Specialist player in the development of cost effective<br />

medium to high volume 4WD assemblies,<br />

differentials for performance rear wheel drive cars<br />

and angle drives for performance motorbikes.


Agenda<br />

§ Oerlikon Drive Systems – Company Overview<br />

§ Automotive Transmissions<br />

§ Dual Clutch Transmission Systems (DCT)


System competencies<br />

§ Two main product lines which show complete system competencies<br />

§ gearboxes for high performance cars<br />

§ Four Wheel Drive & Performance Rear Wheel Drive cars sub-assemblies<br />

(Power Transfer Units and Rear Differential Modules)<br />

System competencies particularly due to innovative know-how in<br />

§ software development<br />

(incl. highly skilled engineers from acquired Vocis Drivelines controls)<br />

§ controller hardware design<br />

Ultimate know-how in control techniques bridges into the future the<br />

company’s heritage in Manual/Automated Manual Transmissions and high<br />

performance assemblies


High end Automotive Transmissions, since 1997<br />

The first Oerlikon Graziano automotive assembly goes in production


Automotive Transmissions, 2007 (gearboxes)


Automotive Transmissions, 2007 (PTUs, RDMs)


Oerlikon Drive Systems – Highlights at the IAA 2007<br />

Products on display<br />

AUDI R8 – transaxle<br />

Aston Martin DBS, V8 Vantage and DB9 – transaxle<br />

Ferrari 430 Scuderia –transaxle<br />

Maserati Quattroporte GTS and GranTurismo –Rear Drive Axle<br />

SAAB 9-3 Turbo X-Power Transfer Unit<br />

Aston Martin DB9 Automatic – Rear Drive Module<br />

Lamborghini Gallardo –Front Drive Axle<br />

VW Transporter – Power Transfer Unit<br />

Triumph Rocket III Motorcyle –Final Drive Unit<br />

Th!nk Norway zero Emission Vehicle – Gearbox<br />

DCT Prototype transmission (internals)<br />

Automated Manual Transmission System<br />

world<br />

premiere!


Agenda<br />

§ Oerlikon Drive Systems – Company Overview<br />

§ Automotive Transmissions<br />

§ Dual Clutch Transmission Systems (DCT)


Dual Clutch Transmission System<br />

§The best hardware and software<br />

§skills in transmission systems<br />

§come together at the top end<br />

§of the performance automotive<br />

§transmission engineering.


Contact persons<br />

Paolo Mantelli<br />

Head of Automotive Transmissions<br />

Graziano Trasmissioni SpA<br />

Via Cumiana 14<br />

10098 Rivoli (Torino - Italy)<br />

T +39 011 9570434<br />

F +39 011 9594803<br />

paolo.mantelli@grazianotrasmissioni.it<br />

www.oerlikon.com/graziano<br />

Stella Roagna<br />

Communications & Marketing<br />

Graziano Trasmissioni SpA<br />

Via Cumiana 14<br />

10098 Rivoli (Torino - Italy)<br />

T +39 011 9570206<br />

F +39 011 9591259<br />

stella.roagna@grazianotrasmissioni.it<br />

www.oerlikon.com/graziano


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


www.audiodev.com


Content<br />

A brief introduction to the new AudioDev<br />

Overview of products for <strong>BD</strong><br />

ETA GT II for <strong>BD</strong> DL<br />

ETA RT for <strong>BD</strong> DL<br />

<strong>BD</strong> Stamper tester and replica tester<br />

www.audiodev.com


An Introduction to the new AudioDev<br />

Complete portfolio of products<br />

and services for quality<br />

assurance of optical media<br />

100 employees at two<br />

manufacturing sites in Malmö<br />

and Heinsberg<br />

Worldwide presence<br />

Subsidiary in USA<br />

Associated company in Hong<br />

Kong, China & Taiwan<br />

Network of agents worldwide<br />

www.audiodev.com


Optical media offering<br />

ETA– precise and effective physical<br />

testing, including both inline and offline<br />

analyzers<br />

CATS– the de facto standard for<br />

electrical testing of optical media with<br />

focus on high precision<br />

GO!– perfect complement to CATS<br />

with fast, efficient supervision of<br />

production stability for recordable formats<br />

SUPPORT - Because we take your<br />

success seriously, AudioDev also offers<br />

global customer support, including AMPS<br />

Active Maintenance Programs, training,<br />

and unbiased, independent TestCenters.<br />

www.audiodev.com


Tools to control quality<br />

1. Mastering 2. Plating 3. Moulding 4. Dye coating 5. Metallizing 6. Bonding 7. Printing<br />

ETA<br />

AudioDev ETA<br />

ETA<br />

ETA<br />

AudioDev ETA AudioDev ETA<br />

Testing need covered Testing need covered Testing need covered Testing need covered Testing need covered Testing need covered Testing need covered<br />

Creation of<br />

a master<br />

Creation of<br />

stamper<br />

Creating of<br />

replica<br />

Spin coating of<br />

recording layer<br />

Sputtering of<br />

metal layer<br />

Glue together<br />

the two replicas<br />

Application<br />

of label print<br />

www.audiodev.com


Product overview for <strong>BD</strong> DL<br />

ETA family<br />

IS-3000 Inline scanner<br />

IS-HC Hard coating scanner<br />

ETA ITS In-line Cover layer<br />

sensor<br />

ETA GT II<br />

ETA RT<br />

AudioDev<br />

<strong>BD</strong> CATS replica tester<br />

<strong>BD</strong> CATS stamper and replica<br />

tester<br />

<strong>BD</strong> Go!<br />

Auto sampler<br />

www.audiodev.com


<strong>BD</strong> DL measurement<br />

with ETA-GT II Blu<br />

and ETA RT<br />

www.audiodev.com


ETA-GT II Blu<br />

New system with all 3 rd format capabilities, incl. <strong>BD</strong>-ROM DL<br />

<strong>BD</strong>-ROM DL :<br />

ECC1, ECC2,<br />

Layer Shift<br />

www.audiodev.com


ETA-RT <strong>BD</strong> DL ROM<br />

<strong>BD</strong>-ROM DL :<br />

Cover<br />

Spacer<br />

Total thickness<br />

Bonding layer<br />

ETA RT have been sold for<br />

<strong>BD</strong> since 2000<br />

www.audiodev.com


ETA-RT <strong>BD</strong> DL R/RE<br />

<strong>BD</strong>-R/RE DL :<br />

-Hard Coating<br />

-Adhesive<br />

-Cover<br />

-Spacer<br />

-HC.+Adh.+Cover<br />

-Total thickness<br />

www.audiodev.com


The <strong>BD</strong> and HD DVD CATS<br />

Stamper analyzers<br />

www.audiodev.com


The technical solution<br />

Test all formats<br />

CATS stamper testers for the Blue Laser<br />

formats are based on CATS reference <strong>BD</strong> and<br />

HD DVD replica testers<br />

Stamper adapter<br />

A high quality stamper adapter protects the stamper and a magnetic<br />

film ensures the stamper stays flat during measurements<br />

Stamper sandwich<br />

<strong>BD</strong> stamper testers use a 0,1 mm glass substrate attached to the<br />

stamper. The glass plate is fixed to the stamper by the capillary forces of<br />

the immersion liquid<br />

Test both replica and stamper<br />

It is easy and reliable to shift between replica verification and stamper<br />

verification<br />

www.audiodev.com


Stamper Sandwich<br />

Stamper Sandwich<br />

Immersion liquid is spin coated on the stamper<br />

Glass is fixed to the stamper through capillary forces<br />

The Stamper sandwich could also be sent from Stamper manuf.<br />

to Disc manuf. as is. Immersion liquid will restrain the Stamper from<br />

corrosion<br />

Stamper Sandwich<br />

Stamper sandwich with stamper adapter<br />

Back side<br />

Front side<br />

Stamper<br />

Immersion liquid<br />

0,1 mm glass<br />

www.audiodev.com


Other features<br />

Full correlation between replica and Stamper<br />

Due to the fact the immersion liquid has the correct optical characteristics and that it<br />

completely covers the pit structure of the stamper, a read-out situation very similar to that<br />

of a replica is achieved<br />

Top-loaded drive mechanism<br />

The interlock function is a security function. It makes it not possible to touch the<br />

spinning parts while testing<br />

Reference drive from Toptica<br />

The stamper tester is contain the same drive as today used in the equivalent replica<br />

tester from AudioDev<br />

ISI functionality<br />

To enable full optimization of jitter a powerful separation of different components is<br />

needed. The separation is achieved by evaluating jitter for different symbols and<br />

combinations of symbols, Inter Symbol Interference (ISI)<br />

Buffer board<br />

Using the Signal Buffer Board will enable to connect external measurement equipment<br />

to the CATS analyzer<br />

www.audiodev.com


30<br />

25<br />

20<br />

15<br />

10<br />

5<br />

0<br />

-5<br />

25<br />

20<br />

15<br />

10<br />

5<br />

0<br />

-5<br />

<strong>BD</strong>-ROM layer 0 - Asym<br />

1 2 3 4 5 6 7 8<br />

<strong>BD</strong>-ROM Layer 1 - Asym<br />

1 2 3 4 5 6 7 8<br />

Replica<br />

Stamper<br />

Replica<br />

Stamper<br />

30<br />

25<br />

20<br />

15<br />

10<br />

5<br />

<strong>BD</strong>-ROM Layer 0 - Asym<br />

y = 3.0286x - 0.4286<br />

R 2 = 0.8123<br />

0<br />

0 1 2 3 4 5 6 7 8 9<br />

25<br />

20<br />

15<br />

10<br />

5<br />

<strong>BD</strong>-ROM Layer 1 - Asym<br />

y = 1.1533x + 11.165<br />

R 2 = 0.9908<br />

0<br />

-2 0 2 4 6 8 10 12<br />

Series1<br />

www.audiodev.com<br />

Linear (Series1)<br />

Series1<br />

Linear (Series1)


12<br />

10<br />

8<br />

6<br />

4<br />

2<br />

0<br />

16<br />

14<br />

12<br />

10<br />

8<br />

6<br />

4<br />

2<br />

0<br />

<strong>BD</strong>-ROM Layer 0 - Jitter Trailing<br />

1 2 3 4 5 6 7 8<br />

<strong>BD</strong>-ROM layer 1- Jitter trailing<br />

1 2 3 4 5 6 7 8<br />

Replica<br />

Stamper<br />

Replica<br />

Stamper<br />

11.2<br />

11<br />

10.8<br />

10.6<br />

10.4<br />

10.2<br />

10<br />

9.8<br />

9.6<br />

9.4<br />

16<br />

14<br />

12<br />

10<br />

8<br />

6<br />

4<br />

2<br />

<strong>BD</strong> ROM Layer 0 - Jitter Trailing<br />

y = 0.7377x + 5.1437<br />

R 2 = 0.9008<br />

9.2<br />

0 1 2 3 4 5 6 7 8 9<br />

<strong>BD</strong>-ROM Layer 1 - JItter trailing<br />

y = 2.2427x - 2.9398<br />

R 2 = 0.9862<br />

0<br />

0 1 2 3 4 5 6 7 8<br />

Series1<br />

Linear (Series1)<br />

Series1<br />

Linear (Series1)<br />

www.audiodev.com


Unique selling points <strong>BD</strong> CATS<br />

Worlds leading PC manufactories preferred choice of test supplier<br />

Has been selected by 4 out of 5 top DVD manufactories for <strong>BD</strong> and<br />

HD DVD<br />

► (Top 5 based on U&S DVD Industry Outlook, April 2007)<br />

User friendly and widely accepted software<br />

Future proof<br />

► Easily upgradeable to new functions<br />

► The drive system is able to be adapted to several formats with<br />

reasonable effort<br />

Calibration using specially made discs for best possible correlation<br />

www.audiodev.com


Surface presentation PIS (PIE surface)<br />

www.audiodev.com


Surface presentation of Jitter, Trailing<br />

www.audiodev.com


Options and Service for our BL CATS<br />

Options available<br />

► A21 autoloader<br />

- 2 HD recorders + HD DVD tester<br />

- Available Q406<br />

► Signal buffer board<br />

- Connect external measurement instrument<br />

- HF / RPP / FE / RE<br />

www.audiodev.com


Thank you for your attention<br />

www.audiodev.com


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


UP AND RUNNING !


Our History…<br />

1999 Infodisc Technology GmbH in Renchen is founded<br />

Specialized on DVD packaging, warehousing and distribution for major Hollywood Studios such as:<br />

20th Century Fox, Columbia TriStar Home Entertainment, Universal...<br />

2003 The first 4 Singulus DVD replication lines are installed<br />

Infodisc expands the existing service range by mastering, replication and printing.<br />

2004 Increase of Replication and Printing capacity<br />

By installing two additional Spaceline II and one additional Kammann Offset printer the daily<br />

capacity was increased to 100.000 discs in replication and 150.000 discs in printing.<br />

2004 MBO<br />

Michael Gutowski, Managing Director of Infodisc GmbH, takes over all shares of the company.<br />

2005 Modernization of replication lines<br />

By replacing all old replication lines against the new Space Line II the technical standard was<br />

changed to state-of-the-art, HD ready…<br />

2006 A Glance into the future<br />

All the attention was devoted to the Next-Generation Formats HD-DVD and Blu-ray in order to offer<br />

customers individual solutions for both products.<br />

2007 Next Generation ready<br />

Our first HD DVD and Blu-ray Lines are installed and the replication process is verified.With the help<br />

of our new Datarius and Dr. Schenk test equipment we ensure highest quality according to set<br />

standards.<br />

We are a member of the Blu-ray Disc Association and the AACS LA.


Company Details…<br />

• Number of employees currently: 53 persons<br />

• Service & Working Time: 24 hours a day / 7 days a week<br />

• Production, Office & Warehousing: ~6.000 square meters<br />

• Capacity Replication: up to 150.000 discs per day<br />

• incl. up to 20.000 Single or Double Layer HD<br />

DVD<br />

• incl. up to 15.000 Single Layer Blu-ray Discs<br />

• Capacity Printing: up to 150.000 discs per day<br />

• Capacity Packaging & Distribution: up to 500.000 discs per day<br />

• Audited by: Philips Licensed / Certified by: AACS LA<br />

• MPA - Motion Picture Association Blu-ray Disc Entity<br />

• Cinram IRMA<br />

• Technicolor ISO 9001 & 14001<br />

• Deluxe C-TPAT<br />

• WHV IT Security Audit Philips (3c)<br />

• All Major Studios Toshiba (6c)<br />

• MPEG LA


High Definition…<br />

• Why do we focus on “The Next<br />

Generation”?<br />

• Because we see this new market as the opportunity for our future! We can<br />

• already offer our customers any format they want, when they want it and in<br />

• the quantities they need...<br />

• Our Aim<br />

• Our aim is to offer our customers a ONE STOP solution for both High Def<br />

• Formats from Authoring & Compression over Replication through<br />

• Packaging and Distribution of finished goods.<br />

• Our partners<br />

• Oerlikon: We chose Oerlikon as our partner for the Blu-ray production because<br />

they<br />

• were ready and delivered a working solution for our <strong>BD</strong> needs...<br />

• Singulus: We chose Singulus because their HD DVD replication line is State-Of-The-<br />

Art.


European Blu-ray Launch 2007<br />

• On Tuesday, 4th of September we launched our<br />

• first Indigo Line and invited the industry and press to<br />

celebrate with us!<br />

• Here are some impressions...


Why Infodisc?<br />

• We have both Systems up and running!<br />

• We are fulfilling regular orders for <strong>BD</strong> 25!<br />

• We will be ready for <strong>BD</strong> 50 by end of October 07!<br />

• We will meet and exceed your expectations!


• ...simply High Definition!


• ...simply perfect!


UP AND RUNNING !


Our History…<br />

1999 Infodisc Technology GmbH in Renchen is founded<br />

Specialized on DVD packaging, warehousing and distribution for major Hollywood Studios such as:<br />

20th Century Fox, Columbia TriStar Home Entertainment, Universal...<br />

2003 The first 4 Singulus DVD replication lines are installed<br />

Infodisc expands the existing service range by mastering, replication and printing.<br />

2004 Increase of Replication and Printing capacity<br />

By installing two additional Spaceline II and one additional Kammann Offset printer the daily<br />

capacity was increased to 100.000 discs in replication and 150.000 discs in printing.<br />

2004 MBO<br />

Michael Gutowski, Managing Director of Infodisc GmbH, takes over all shares of the company.<br />

2005 Modernization of replication lines<br />

By replacing all old replication lines against the new Space Line II the technical standard was<br />

changed to state-of-the-art, HD ready…<br />

2006 A Glance into the future<br />

All the attention was devoted to the Next-Generation Formats HD-DVD and Blu-ray in order to offer<br />

customers individual solutions for both products.<br />

2007 Next Generation ready<br />

Our first HD DVD and Blu-ray Lines are installed and the replication process is verified.With the help<br />

of our new Datarius and Dr. Schenk test equipment we ensure highest quality according to set<br />

standards.<br />

We are a member of the Blu-ray Disc Association and the AACS LA.


Company Details…<br />

• Number of employees currently: 53 persons<br />

• Service & Working Time: 24 hours a day / 7 days a week<br />

• Production, Office & Warehousing: ~6.000 square meters<br />

• Capacity Replication: up to 150.000 discs per day<br />

• incl. up to 20.000 Single or Double Layer HD<br />

DVD<br />

• incl. up to 15.000 Single Layer Blu-ray Discs<br />

• Capacity Printing: up to 150.000 discs per day<br />

• Capacity Packaging & Distribution: up to 500.000 discs per day<br />

• Audited by: Philips Licensed / Certified by: AACS LA<br />

• MPA - Motion Picture Association Blu-ray Disc Entity<br />

• Cinram IRMA<br />

• Technicolor ISO 9001 & 14001<br />

• Deluxe C-TPAT<br />

• WHV IT Security Audit Philips (3c)<br />

• All Major Studios Toshiba (6c)<br />

• MPEG LA


High Definition…<br />

• Why do we focus on “The Next<br />

Generation”?<br />

• Because we see this new market as the opportunity for our future! We can<br />

• already offer our customers any format they want, when they want it and in<br />

• the quantities they need...<br />

• Our Aim<br />

• Our aim is to offer our customers a ONE STOP solution for both High Def<br />

• Formats from Authoring & Compression over Replication through<br />

• Packaging and Distribution of finished goods.<br />

• Our partners<br />

• Oerlikon: We chose Oerlikon as our partner for the Blu-ray production because<br />

they<br />

• were ready and delivered a working solution for our <strong>BD</strong> needs...<br />

• Singulus: We chose Singulus because their HD DVD replication line is State-Of-The-<br />

Art.


European Blu-ray Launch 2007<br />

• On Tuesday, 4th of September we launched our<br />

• first Indigo Line and invited the industry and press to<br />

celebrate with us!<br />

• Here are some impressions...


Why Infodisc?<br />

• We have both Systems up and running!<br />

• We are fulfilling regular orders for <strong>BD</strong> 25!<br />

• We will be ready for <strong>BD</strong> 50 by end of October 07!<br />

• We will meet and exceed your expectations!


• ...simply High Definition!


• ...simply perfect!


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007


Oerlikon Solar @ Blu-Ray<br />

Jeannine Sargent, CEO Oerlikon Solar<br />

Balzers, October 18, 2007


Oerlikon – Supplier of Clean Technologies<br />

Page 263<br />

Oerlikon Coating<br />

Coatings in the automotive sector<br />

§ 10 times longer life of components<br />

Oerlikon Vacuum<br />

Oerlikon Textile<br />

§ 4% less fuel consumption<br />

§ Elimination of polluting lubricants<br />

§ Develops and builds vacuum solutions for the solar<br />

industry<br />

(wafer-based and thin film technology)<br />

§ Introduction of the e-save ® program for sustainable<br />

energy savings in textile production machines<br />

Bild folgt


Oerlikon – Supplier of Clean Technologies<br />

Page 264<br />

Oerlikon Drive Systems<br />

Oerlikon Space<br />

Oerlikon Solar<br />

§ Develops and builds transmissionsystems for<br />

leading manufacturers of wind power systems<br />

§ Developer and fitter for various satellite programs<br />

for researching climate changes on our planet Bild folgt<br />

§ Develops and builds turnkey production solutions<br />

for thin film silicon solar modules<br />

§ Leading researcher and developer in thin film<br />

silicon solar technology


Our Vision: Solar Power Everywhere<br />

Page 265<br />

Starting in 2003,<br />

Oerlikon Solar is<br />

the world’s first<br />

supplier delivering<br />

end-to-end turnkey<br />

production<br />

solutions for<br />

thin-film silicon<br />

solar modules.


Agenda<br />

Page 266<br />

§ Market Opportunity for Solar Power<br />

§ Achieving Grid Parity<br />

§ Gigawatt Fab Era<br />

§ Summary & Outlook


Some Solar Facts<br />

Page 267<br />

§ Sunlight is free and cannot be manipulated by any political influence<br />

§ A surface of 10m 2 is enough for a 1 kWp system<br />

§ 1 kWp PV system typically costs € 5’000<br />

§ 3 kWp can generate the typical yearly electricity needs of a household<br />

§ In 2006, the installed capacity in Europe was 3.4 GWp, enough for 1.1 million<br />

people<br />

§ If 0.8% of the EU land area were converted to PV, it would meet the total needs for<br />

electricity of the EU<br />

§ Most PV electricity is generated during peak daily demands at noon when costs of<br />

electricity production are highest


Global Energy Supply until 2100<br />

Page 268<br />

Forecast of the German Scientific Advisory Board<br />

PV and solar thermal, the only<br />

unlimited sources long term<br />

Source: solarwirtschaft.de<br />

Yearly use of primary energy<br />

Other Renewable<br />

Solar Thermal<br />

Solar Power<br />

(PV and Solar<br />

Thermal Power)<br />

Wind<br />

Biomass<br />

Water<br />

Nuclear<br />

Gas<br />

Coal<br />

Oil


Development of Solar Technology Applications<br />

Page 269<br />

Features<br />

Applications<br />

Not connected to the electricity supply grid<br />

Settlements (189 MW)* Everywhere (322 MW)*<br />

§ Small domestic<br />

systems (>1 km from<br />

supply grid)<br />

§ Above all in developing<br />

countries<br />

§ 0.5–1 kW<br />

§ Villages<br />

(e.g. street lighting,<br />

schools)<br />

§ Households<br />

(e.g. lighting,<br />

refrigerators)<br />

§ Use in undeveloped<br />

regions<br />

§ 0.1–1 kW<br />

§ Commonly used<br />

electronic devices<br />

(e.g. calculators<br />

§ Agriculture<br />

(e.g. water pumps)<br />

§ Space/high-tech<br />

Connected to the electricity supply grid<br />

Distributed (2,417 MW)* Centralized (51 MW)*<br />

§ Energy supply of<br />

buildings<br />

§ 0.4 - 100 kW<br />

§ “Normal” house roofs<br />

§ Commercial buildings<br />

§ Photovoltaic system<br />

integrated into building<br />

Source: IEA, Sarasin, Lit. research, Expert interviews (Global installed PV power 2004)<br />

§ Power stations for<br />

production of<br />

alternative energy<br />

§ 500–5,000 kW<br />

§ Power stations


Photovoltaic a Huge Growth Opportunity<br />

Page 270<br />

Photovoltaic module market (GW installed) Thin film equipment market (GW installed)<br />

~15<br />

~7x >15x<br />

~2<br />

2006 2010E<br />

~0.2<br />

~3<br />

2006 2010E


Sustainable Ramp-up of Oerlikon's Solar Business<br />

Page 271<br />

Sales & Order intake<br />

CHF (Mio)<br />

1600<br />

1400<br />

1200<br />

1000<br />

800<br />

600<br />

400<br />

200<br />

0<br />

Order<br />

intake<br />

Sales<br />

2006 2007E<br />

2008E<br />

2009E<br />

§ Closing of 4<br />

new contracts<br />

over the last<br />

quarter (>300<br />

MWp)


With a Strong and Highly Motivated Team<br />

Page 272<br />

Dec 2003 20 employees<br />

Dec 2004 28 employees<br />

Dec 2005 82 employees<br />

Dec 2006 140 employees<br />

Dec 2007 200 employees


Agenda<br />

Page 273<br />

§ Market Opportunity for Solar Power<br />

§ Achieving Grid Parity<br />

§ Gigawatt Fab Era<br />

§ Summary & Outlook


Different Technologies – Different Cost Saving Potential<br />

Page 274<br />

Wafer based<br />

Base material Silicon wafer<br />

Raw material Silicon wafer<br />

Differentiation Higher efficiency<br />

Thin-Film<br />

Low saving potential<br />

Base material Glas<br />

Raw material Silan gas<br />

Differentiation Higher power per $<br />

High saving potential<br />

Source: MRS Bulletin, Vol. 30, No. 1, Jan 2005<br />

„Distributed fossil fuel“ refers to off-grid generation of power, using for instance gas-driven generators.


Cost of Ownership Development to Grid Parity<br />

Page 275<br />

Amorph 2007 to micromorph tandem 2010<br />

100%<br />

80<br />

60<br />

40<br />

20<br />

0<br />

Current<br />

small<br />

fabs<br />

2007<br />

for 20 MWp fabs<br />

< 1.5 $/Wp<br />

Equipment<br />

cost<br />

decrease<br />

Material<br />

cost<br />

decrease<br />

Other<br />

cost<br />

decrease<br />

Tact<br />

time<br />

decrease<br />

Cell<br />

efficiency<br />

increase<br />

2010<br />

for GWpfabs<br />

< 0.7 $/Wp<br />

Economies<br />

of scale<br />

2010<br />

large<br />

fabs


Agenda<br />

Page 276<br />

§ Market Opportunity for Solar Power<br />

§ Achieving Grid Parity<br />

§ Gigawatt Fab Era<br />

§ Summary & Outlook


The Gigawatt Challenge<br />

Page 277<br />

§ Planning of large fabs with capacities of 100 MWp to 1 GWp is a reality<br />

today<br />

§ Why large fabs?<br />

- Economy of scale important to further reduce cost of ownership<br />

- Reduction of material cost<br />

- Up times and yield enhancement beyond 90 percent<br />

- Shorten time-to-market<br />

§ For logistics reason customer will build up their capacity in Europe, Asia<br />

and the USA


Driving Toward the Giga-Fab Era<br />

Page 278<br />

Layout for 30 MWp (smallest increment)<br />

Typical 120 MW Fab<br />

Floor Space<br />

§ 23.500 m 2<br />

Manpower (5 Shifts)<br />

§ 240 staff<br />

Production<br />

§ 4.100 modules/day<br />

§ 1.5 M modules/year


Agenda<br />

Page 279<br />

§ Market Opportunity for Solar Power<br />

§ Achieving Grid Parity<br />

§ Gigawatt Fab Era<br />

§ Summary


Summary<br />

Page 280<br />

The switch has<br />

started<br />

Key position<br />

of solar energy<br />

Oerlikon as<br />

first mover<br />

Economic<br />

success<br />

§ The switch to renewable energies has started – climate change and<br />

finiteness of fossil resources demand action.<br />

§ Among the renewable energies, solar energy plays a key role. It has the<br />

greatest potential and has no disadvantages.<br />

§ Oerlikon is the world‘s first supplier of the thin-film silicon process, which can<br />

provide users with industrially ready, turnkey production plants. The use of<br />

solar energy presents completely new prospects.<br />

§ Market demand in the long term will be greater than the supply capability of<br />

the suppliers<br />

§ Oerlikon Solar is exceptionally well positioned as a technology leader and is<br />

expanding this field of business at a rapid pace.


Future Reality: Solar Power Everywhere<br />

With its innovative<br />

industrial production<br />

solutions, Oerlikon<br />

Solar is the market<br />

leader and is helping<br />

to make solar power<br />

a primary energy<br />

source within the<br />

near future.<br />

Page 281


Blu-ray 50GB <strong>Summit</strong><br />

Balzers, October 18th 2007

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