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 – 10:35 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 and why the equipment market is booming and will continue to remain at elevated levels for years. He will also discuss the outlook for flexible OLEDs and indicate which companies are likely to be the winners and best investment opportunities.
Equipment Executive Outlook
Dr. Brian Shieh, Corporate Vice President & General Manager, Display and Flexible Technology Group, Applied Materials. Dr. Shieh will address various inflection points in display manufacturing and why we are currently in the midst of a boom period for display equipment suppliers. He will discuss how smartphones shifted the emphasis from scaling up to display performance which has led to the adoption of more advanced underlying technologies such as new transistor materials and design, in-cell touch, OLED, and flexible device processing.
Materials Supplier Outlook
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
Yasuo Nakane, Global Head of Technology Research, Mizuho Securities. Will explain why display supplier multiples have been so low, the outlook for the display supply chain and who are likely to be the winners and losers over the next 12-24 months.
Q&A. Ross Young to moderate the Q&A session.
10:45 – 11:00 Break
11:00 – 12:35 Current State of Consumer Electronics Markets This session will examine the state of consumer electronics markets. Executives from leading TV brands and research firms will address how the TV market is performing today and the near and long term outlook. Screen size, resolution, WCG, HDR and other features will be examined. In addition, speakers will debate whether OLEDs or Quantum Dots are likely to dominate the high end of the market. We will also learn about multiple ways LCD TVs are responding to OLEDs including ways to further reduce thickness through glass light guides. The latest outlook for LCD TV panel manufacturing in the US will also be examined.
Global End Market Outlook
Bob O’Brien, President, DSCC, will provide his outlook for the major display markets and major trends within each market.
US TV Sell-Through
Stephen Baker, VP, Technology Industry Analyst, The NPD Group. Mr. Baker will present sell-through trends and insight about the US CE market including sales by market segment, brand, size and retail channel and how the shopping experience is changing.
OLED TV Market Outlook and Strategy
Bryan Huh, Director, Market Intelligence Team, LG Display to discuss the progress and success of their OLED TV panels and LG Display's strategies to develop the OLED TV market. He will also share their outlook on how OLED will clearly change our lives in the future.
The Continued Evolution of LCD as OLED Emerges
Dr. Adam Ellison,Corporate Research Fellow,Corning
Q&A. Bob O’Brien to moderate the Q&A session.
Chris Larson, SVP, TCL North America, and Ted Griffith, Managing Director, Information Technology & Logistics, JobsOhio to join the panel.
12:35 – 1:20 Lunch
1:20 – 5:30 Next Generation Display Technology – Flexible, Rollable, Foldable and Beyond This first half of this session will feature presentations from a flexible display supplier, a flexible touchscreen supplier, an equipment supplier that enables flexible displays and two leading analysts focused on the smartphone market and the outlook for flexible/foldable/rollable OLEDs. The second half of this session will examine the progress and outlook for OLED materials, how quantum dots are evolving and the outlook and key challenges for MicroLEDs.
Smartphone Market Outlook
Ryan Reith, Program VP for IDC's Mobile Tracker Suite, to discuss their outlook for the global smartphone market paying close attention to regional, display size, form factor and other trends.
Opportunities and Challenges of Flexible AMOLED Display
Dr. Xiuqi Huang, Vice President, Visionox/GVO Recently, flexible AMOLED display has attracted more attention since rigid AMOLED display industry has already stepped into mass production stage. Among different types of flexible AMOLED displays, foldable displays based on AMOLEDs with plastic substrates are believed to have great potential to generate novel products. However, for small bending radius foldable display modules, both materials and process technologies still remain challenging. In this presentation, the latest progress and future plan of Visionox in both rigid and foldable AMOLED display will be introduced.
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.
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.
Q&A. Ross Young to moderate the Q&A session.
3:15 – 3:30 Break
Improving Performance of OLED TV Materials
Dr. Mike Hack, VP, Business Development, Universal Display. Mikewill update the audience on new technology trends and roadmaps which will increase the performance and reduce the cost of exciting new OLED products, particularly OLED TV’s.
Towards Commercialization of New Blue TADF Emitters for OLED Displays
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.
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.
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?