2017 SID/DSCC Business Conference Monday, May 22, 2017 LA Convention Center
7:30 AMDoors Open – Continental Breakfast Served 8:00 – 8:05 SID President Welcome 8:05 – 8:10 Conference Overview from Conference Chair
8:10 – 10:30 Economic Health of the Display Supply Chain/Where Is the Growth and Profits/Best Investment Outlook This session will examine the results and outlook for the display supply chain and determine where growth and profits are most likely. Leading companies in the display supply chain will present the outlook for their layer and why they are most likely to outperform.
Display Supply Chain Health and Outlook
Ross Young, CEO, DSCC, to present the 2016 results and 2017 and beyond outlook for each layer of the display supply chain. He will discuss how the LCD market went from surplus to shortage in 2016, what the supply/demand outlook is for 2017 and beyond, why the equipment market is booming and will continue to boom through at least 2018 and who are likely to be the winners and best investment opportunities.
John Zhang, Corporate Vice President, General Manager, Corning Display Technologies will discuss the current state of the LCD business and will examine some of the trends – including the large screen size migration, TV replacement and the increase in Gen 10.5 panel capacity – that are likely to influence the evolution of the industry. He also will offer insights on the innovative use of precision glass for the future of displays that will continue to play an important role in this changing environment.
Panel Supplier Outlook
Leono Guo, VCSMO, BOE Technology. Mr. Guowill discuss why and how BOE is rapidly expanding capacity, BOE's technology strategy by market and how China's role in the display market will evolve.
Financial Analyst’s View on the Display Supply Chain Outlook
10:45 – 12:45 Current State of Consumer Electronics and IT Markets This session will examine the state of consumer electronics and IT markets with multiple industry experts providing their outlook and executives from leading TV brands indicating what features are likely to drive continued growth in the TV market and how the TV market is likely to evolve.
Global End Market Outlook
Bob O’Brien, President, DSCC, will provide his outlook for the major display markets including TVs, phones, monitors and mobile PCs and major trends within each market.
David Naranjo. Senior Director, Product Management, LeEco, will discuss LeEco's strategy to take share in the USA TV market, how LeEco will differentiate its products, what aspects of TV display performance are most important to consumers and how the TV experience will evolve in the future.
1:30 – 5:30 Next Generation Display Technology – Flexible, Rollable, Foldable, Transparent, 3D and Beyond This session will feature presentations from leading panel suppliers and materials suppliers which hope to produce or enable major display innovations than can create new “must have” gadgets and breathe new life into stagnant markets. It will also examine how the LCD and OLED battle is likely to evolve and if there is room for other display technologies.
Flexible OLED Status, Challenges and Opportunities
Dr. Bill Liu, Founder, CEO and Chairman, Royole Corporation Dr. Liu will discuss Royole's flexible/rollable OLED plans and technology strategy, challenges they have overcome and the opportunity for these and other products. Royale is one of the world's fastest growing start-ups with a market cap of $3B and a new OLED fab in Shenzhen.
LCD vs. OLED Forecast and OLED Supply/Demand Scenarios
Enabling Flexible, Rollable and Foldable Touch Screens
Jalil Shaikh, COO, UniPixel. Mr. Shaikh will discuss the challenges associated with producing touch screens for flexible, foldable and rollable products and why UniPixel's technology is well positioned for this opportunity.
Enabling Flexible OLEDs
Dr. Neetu Chopra, Technology Marketing Manager, Kateeva. Dr. Chopra will discuss how Kateeva's ink jet encapsulation system is enabling the flexible OLED market.
Improving OLED Efficiency While Increasing Lifetimes
Gildas Sorin, CEO, Cynora, Mr. Sorin will discuss the progress of their TADF emitters which improve OLED performance and lower costs.
Dr. Mark Verrall, SVP, R&D, Merck. For over 40 years, Merck has been the technology and market leader in liquid crystals (LCs) for displays,used in all types of LCD screens from large size public displays, TV’s, monitors, and mobile devices. Merck continues to invest heavily in R&D for future generations of displays and we introduce an exciting range of innovative new materials that enable the next leaps forward in display performance. More.
Quantum Dots Are The Present and Future of Displays
Jason Hartlove, President and CEO, Nanosys. Quantum Dot has officially arrived. In 2016, Quantum Dot enhanced TVs out shipped OLED TVs by more than a four to one margin, according to DSCC research, and are projected to out-ship OLEDs on a screen area basis in 2017, including mobile. The technology has clearly entered a new phase of growth and proliferation. More
Are µLEDs the Future of Displays?
Eric Virey, Senior Analyst, Yole.Eric will discuss the opportunities and challenges for µLEDs in a wide variety of applications. Compared to existing LCD and OLED displays, µLEDs offer the promise of ultra-high pixel density, dramatically reduced power consumption, improved color gamut, fast refresh rate, wide viewing angle, high contrast, long lifetime and environment stability. Conceptually, µLED displays could serve the needs of and benefit every single application, spanning from wearable and mobile devices to AR/VR, TVs and even large video displays as demonstrated recently by Sony. So what’s missing? More