This presentation will examine where the display industry is positioned today within the crystal cycle. It will also present the latest forecasts for units, revenues, capital spending, capacity as well as costs and profitability. It will also identify industry catalysts and headwinds, which companies are best positioned for outperformance and which represent the best investment opportunity.
Ross Young is the Founder and CEO of DSCC. Prior to DSCC, Ross was SVP of Displays, LEDs, Lighting and PV at IMS Research after the firm acquired his market research business Young Market Research (YMR). Prior to YMR, Ross was VP of New Market Creation at Samsung LCD where he reported to the CEO. From 1996 - 2008, Young started, ran and sold DisplaySearch, the leading source of market intelligence, events and consulting to the flat panel display supply chain. At DisplaySearch, Young launched most of the categories for the company including FPD equipment, FPD materials, TFT LCD shipments and technology, notebook PCs, desktop monitors, TVs, sell-through and more. Ross pioneered coverage in each layer of the display supply chain and was the only analyst to cover the entire display supply chain at DisplaySearch. With less than $500 in capital, he grew the company to over $10M in revenues during his tenure. Young sold DisplaySearch to The NPD Group in 2005 matching DisplaySearch's sell-in business with NPD's sell through and consumer data providing new insights to customers. While at NPD, Young received their prestigious John Byington Award for outstanding creativity and innovation. Young also received a Presidential Citation Award from the Society for Information Display (SID) in 2012 "for his sustained service in promoting the Market Focus Conference Series from concept to successful completion". Prior to DisplaySearch, Young served in senior marketing positions at OWL Displays, Brooks Automation, Fusion Semiconductor and GCA in the driver IC, flat panel automation, etch and strip and lithography markets. Ross graduated from the University of California at San Diego with a degree in Economics and completed their Graduate School of International Relations and Pacific Studies where he conducted extensive research on the relationships between semiconductor manufacturers and semiconductor equipment suppliers which led to the publication of his book - Silicon Sumo: US-Japan Competition and Industrial Policy in the Semincoductor Equipment Industry published by the University of Texas.