2018 SID/DSCC Display Week Conference May 21st - May 24th, 2018 LA Convention Center
Yasuo Nakane Global Head of Technology Research Mizuho Securities
Abstract: Flat Panel Industry Outlook We believe capex will remain above $15b through 2020, but these unprecedented levels will likely be fueled not by strength on the demand side but by companies on the supply side looking to counter Chinese panel manufacturers. We think Chinese panel makers will continue to make heavy investments with support from local governments. South Korean panel makers are responding by expanding production capacity as the technological gap with their Chinese peers widens in the fields of OLEDs, Quantum Dots, and new materials. Rather than add to capacity, Japanese panel manufacturers are looking to survive through technological partnerships. Taiwanese companies, on the other hand, are trying to become more niche or adopt group strategies like Hon Hai Precision Industry. These companies are all trying to survive through different means, and we are keen on sharing our views on how these efforts will impact the overall FPD industry.
Bio: Yasuo Nakane is Global Head of Technology Research at Mizuho Securities. Prior to joining Mizuho in 2015, he covered the flat panel, consumer electronics and Asian electronics industries at Deutsche Securities from 2001 to 2015. From 1991 – 2001, he was at Daiwa Institute of Research. Nakane-san was ranked as the #1 analyst in 2016 in Japan in the electronics and consumer electronics space according to Institutional Investor and Nikkei Veritas. He takes an exhaustive knock on all doors approach from the FPD industry downstream to the various applications. He tries to anticipate trends affecting the entire industry based on technological flows, individual corporate strategies and government policies in varies countries and applies these forecasts to the individual companies within the sector. He graduated from Sophia University and is fluent in Chinese and English.