Ross Young

Foldable/Rollable Display Market and Technology Update

This talk will examine the latest results and outlook for the foldable smartphones and the latest outlook for foldable IT devices as well as rollable smartphone and IT devices. It will examine which brands, models and panel suppliers gained share in 2023 and which are best positioned in 2024. It will also examine how the category is likely to evolve, what new products are coming and when Apple is likely to enter the foldable smartphone and IT categories.

Display Capex and Manufacturing Technology Outlook

This talk will highlight the latest results and forecasts for display equipment spending and capex. It will cover the latest fab schedule changes and how capacity will be affected. It will also examine display equipment spending and capacity trends. This talk will also delve into what new display frontplane and backplane technologies are coming, what their advantages are, how they are likely to be implemented along with their capex. It will emphasize new technologies to improve OLED performance and their impact on capex.

Ross Young is the co-founder and CEO of DSCC. Previously, he started, ran and sold DisplaySearch which he started with less than $500 in capital and grew to over $10M in revenues. He has also worked throughout the display supply chain including at a TV brand, panel supplier, multiple equipment suppliers and a materials supplier.

Shortly after completing graduate school at UCSD and Japan’s Tohoku University in International Management, Young published a book on the semiconductor industry called Silicon Sumo: US-Japan Competition and Industrial Policy in the Semiconductor Equipment Industry published by the University of Texas.

Young also completed 12 IRONMAN triathlons including the World Championships in Kona in 2016.

You can also find him on Twitter at @DSCCRoss where he shares the future of the display industry with over 39K followers.