SID/DSCC Business Conference on May 13th, 2019 San Jose McEnery Convention Center San Jose, California Room #230 A,B & C
The SID Business Conference is the display industry’s largest conference devoted to the display market. Now in its 15th year, over 450 people attended in 2018. Hosted by DSCC for the 3rd consecutive year, this event takes a supply chain approach to addressing the display market outlook with executives from panel suppliers, brands, equipment suppliers, materials manufacturers, industry analysts and financial analysts participating. In 2019, attendees will see:
Where industry leaders and analysts see the greatest growth and potential for out performance.
What new developments are coming which can disrupt the display industry.
Which companies are most likely to gain and lose market share;
and much more.
The event will deliver tremendous value for attendees through research provided by multiple analyst firms, insights from industry executives and extensive networking opportunities.
Conference Agenda and Presentation Abstract Booklet
7:30 AM Doors Open – Continental Breakfast Served 8:20 - 8:25 Welcome from SID Business Track Chair 8:25 – 8:30 Conference Overview from Conference Chair
8:30 – 10:00 Display Market Outlook
This session will examine the results and outlook for the display supply chain. Analysts will weigh in on whether LCDs have peaked, are OLEDs the new LCD, are microLEDs going to take over and more. It will also examine which companies are likely to outperform and have the best strategy. It will also include the outlook for TVs, smartphones, OLEDs and microLEDs. Presenters include the following leading market and financial analysts:
This session will feature executives from brand/OEM, panel, equipment and materials suppliers sharing their views on a wide variety of subjects of great interest to the display industry such as the future of the notebook PC, the current slowdown in capex, China subsidies, the length of the display downturn and weak profitability outlook, foldable opportunity, OLED technology roadmap, OLED market outlook, 10.5G fab progress and outlook, the next big display opportunity, the threat from micro LEDs and more. Presenters include:
Joshua NewmanVP, Client Computing Group, General Manager, Mobile Innovation,Intel Corporation
12:30 - 1:20 Lunch 1:20 - 2:30 TV Market Roundtable
This session will feature a roundtable of executives from TV retailers, TV brands, the TV supply chain and TV market analysts. It will cover the TV market outlook for units, revenues, adoption of larger sizes, key price points, HDR, 4K and 8K, OLEDs vs. QDs and much more. Each participant will be able to present up to 5 slides. Participants include:
Chris Larson,Senior Vice President, TCL North America
Bob O'Brien DSCC
Stephen Baker The NPD Group
Paul Gagnon IHS Markit
Chris Chinnock 8K Association
Chris Larson TCL North America
2:30 - 3:30 Smartphone Display Market Outlook
This session will feature presentations from smartphone brands, smartphone market analysts, panel suppliers and other companies in the smartphone supply chain. It will cover the outlook for smartphones, 5G, OLED vs. LCD penetration, rigid vs. curved vs. foldable, other display innovations and more. Participants include:
Ryan Reith, Program Vice President, Worldwide Mobile Device Trackers, IDC
Jeffrey Li,Vice President of Wuhan China Star Optoelectronics Technology , China Star Optoelectronics Technology
Yoshio Tamura DSCC
Ryan Reith IDC
Jeffery Li China Star Optoelectronics Technology
3:30 - 3:45 Break
3:45 - 5:30 Technologies Enabling Next Generation Displays - IJP, QD OLEDs, TADF, QLEDs, MicroLEDs and more.
This session will feature presentations from companies developing technologies enabling tomorrow’s displays. It will cover executives from materials suppliers, equipment suppliers and more. Participants include: