Yoshio Tamura

Co-Founder and President of Asian Operations | DSCC
Yoshio Tamura
ABSTRACT

Future Advanced IT and TV Display Costs

This presentation will examine the costs and key considerations for various Advanced IT and TV displays in the future including:

  • Notebook PC, Tablet and Monitor RGB OLED panels produced by G8.5 to G8.7 fabs;
  • Tandem for IT panels
  • Hybrid OLED: Rigid OLED with TFE encapsulation
  • Inkjet RGB
  • QD-OLED
  • MiniLED Backlight LCD
  • LTPS vs. Oxide vs. a-Si LCD for Notebook PCs
  • WOLED vs. Inkjet RGB vs. FMM VTE RGB vs. QD-OLED in TVs

According to the aggressive investment plans by OLED panel suppliers, IT related FMM VTE RGB OLED displays will be a major focus.

SDC is now aggressively promoting rigid OLEDs for notebook PCs. In addition, Apple is said to launch an OLED tablet in 2024 by using a hybrid RGB OLED display next to its current MiniLED product. Apple is striving for thinner, brighter and longer lifetime OLED display with new advanced technologies such as tandem, rigid TFE and better mobility.

Rigid and Hybrid OLED displays will have to compete with thinner/lighter LCDs, LTPS LCDs and QHD/UHD LCDs especially in the high end of the Notebook PC market to fill in their new G8.5 to 8.7G fabs from 2024.

In the TV market, WOLED TV has been considered an advanced display. In 2021, Samsung VD began to line up many MiniLED TV models for its high-end line and introduced QD-OLED TV as its flagship models.

This presentation will also explain key points regarding display costs including display materials, components and capex cost differences by comparing various advanced displays.

BIOGRAPHY

Yoshio Tamura is Co-Founder and President of Asian Operations at DSCC, based in Tokyo, Japan. He is a 26-year veteran of liquid crystal display (LCD) market research and consulting and is one of the foremost authorities on the LCD market and its supply chain. He started covering this market in 1990 at Techno Systems Research (TSR) where he launched their LCD market research business and grew it rapidly.

After 10 years at TSR, he joined DisplaySearch in 2000 as Senior Vice President and Founder of DisplaySearch Asia where he played a critical role in launching a large number of highly popular LCD-related reports. Mr. Tamura developed or co-developed the company’s core reports on large-area LCD shipments and forecasts by application as well as reports on fab utilization, pricing, costs, cost models, margin models, glass substrates, color filters, backlights and driver ICs. Most of those reports are still in existence today.

After The NPD Group acquired DisplaySearch in 2005, Mr. Tamura acquired the title of SVP and Fellow to recognize the critical role he played in developing report methodologies. After IHS acquired DisplaySearch in 2014, he became a Senior Director and Advisor within the Display Technology Group.

Mr. Tamura joined DSCC to co-develop a growing number of reports on OLEDs and other advanced display-related technologies. His vast experience contributes to DSCC consulting and event services, and he is a frequent speaker at display industry functions and conferences. Mr. Tamura is a graduate of Chuo University where he majored in international economics. He can be reached at tamura@displaysupplychain.com.