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 Are the Profits and Growth/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 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.
Enabling Mass Production of Flexible and Large-size OLED Displays with Inkjet Printing
Dr. Neetu Chopra, Technology Marketing Manager, Kateeva. OLEDs are quickly gaining market share in small (smart phone) and large (TV) area display devices. Continued growth is virtually assured because OLED technology enables form factors (curved and flexible) that are difficult to achieve with LCD technology. To leverage the full advantages of OLED, however, the ability to manufacture cost-effectively in high volume is essential. This imperative has put a strong focus on enabling manufacturing equipment. More
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.
OLED vs. LCD Forecast and OLED Supply/Demand Scenarios
Yoshio Tamura, President, DSCC Asia. This presentation will include a multiple scenario approach to OLED supply/demand taking into account foldable OLEDs. It will also examine OLED supply/demand by brand examining the outlook for Apple, Samsung and Chinese smartphone brands.
Improving OLED Efficiency While Increasing Lifetimes
Dr. Andreas Haldi, CMO, Cynora, Dr. Haldi will discuss the progress of their blue TADF emitters which improve OLED performance, lifetimes and power consumption.
How Merck Is Improving Display Performance
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