I’m Back And Excited to Assess the Impact of New Form Factors on Existing and New Markets with Bob O’Brien
By Ross Young
Eight years after leaving DisplaySearch and four years after leaving IMS Research, both of which have become part of IHS Corp., I have re-entered the display market research and consulting business. It has been a good eight years. I travelled, got into photography, exercised (11 IRONMANs in 3 years), lost weight, gained weight, got healthy and got injured (11 IRONMANs in 3 years), etc.
What brought me back? Well, my triathlon career seems to have ended after sustaining a torn hip labrum, torn adductors (sports hernia) and a torn disc from playing basketball with my 16 year old in combination with completing and training for all those triathlons. I can still bike and swim quite fast, but I can’t run without pain now and the best method to prevent further hip damage without at least one surgery seems to be to stop running.
But I am also a little bored and legitimately excited about what is occurring in the display industry. While display revenues and end market revenues have become stagnant, innovation has continued and we are on the cusp of flexible/foldable/unfoldable/rollable displays which can potentially breathe new life into many of these stagnant markets. Samsung is rumored to be introducing the first foldable AMOLED products next year which will lead to important changes in the display supply chain. First, it could certainly create the next must have gadget whether from Samsung or another company and it could cause a rebound in the handset/phablet/tablet markets.
In addition, it will cause some disruption upstream. What will happen to ITO touch screens? What about cover glass? What products will replace them? These are markets that could get seriously impacted as a growing number of handhelds and other products adopt this form factor over the next 5 years.
While I was seriously burned out after running DisplaySearch for 12 years, I am refreshed and energized and looking forward to bringing the passion I had when creating DisplaySearch, most of its product categories and many of its most successful products. Some of you may remember that I was authoring up to 14 reports in a quarter before I left. I was also happy to hear from many friends and potential clients at SID 2016 that an alternative to the leading display research firm was needed due to their significant price increases. I am happy to deliver valuable syndicated and custom content at more reasonable prices, not Veritas et Visus prices, but still very reasonable...:)
I am also excited to be working with Bob O’Brien. Many of you know Bob. He has decades of experience turning market and business analysis into strategic insights at Corning, LG Display and Philips Display Components. He essentially ran a smaller version of DisplaySearch with analysts in the US and Asia performing channel checks throughout the display supply chain. He also developed an analytical model for predicting glass demand based on the supply/demand dynamics of the display supply chain. He also carried out consumer survey work on the TV replacement cycle and helped explore and develop the Gorilla glass business in emerging markets.
In addition, I will soon be introducing the Display Supply Chain (DSC) Monitor, 20 years after The DisplaySearch Monitor was introduced. This product will focus on key issues and opportunities facing the display supply chain along with analysis and insights from Bob and I and other experts. This product will be targeted at marketing managers, sales professionals, procurement managers, financial analysts and others looking to understand what is happening throughout the display supply chain. If you would like to know when the first issue becomes available, please contact us. In addition, if there are certain specific things you would like to see in this and other products or you would just like to make contact, feel free to email me at firstname.lastname@example.org or via phone at 512-577-3672. Great to be back in this exciting space and hope to hear from you.