Yasuo Nakane Global Head of Technology Research Mizuho Securities Abstract:
Flat Panel Industry Outlook
I believe the shift from LCD to OLED will accelerate over the coming five years. Major smartphone brands are shifting to OLED starting with their flagship models as manufacturers of small to mid-sized displays are focusing on creating displays for smartphones that are thinner and lighter, have higher video display quality, are more easily processed, and foldable. Tablets, laptop computers, and automobiles are the main markets for LCD displays. I expect OLED’s presence in these markets to increase over the medium to long term. For large displays, the shift to OLED is progressing thanks to panel manufacturers’ strategies (South Korean manufacturers trying to differentiate themselves from Chinese manufacturers), rather than on demand from consumers or television brands. Based on this and given the overview of the value chain, I would like to present my view on the likelihood of the above predictions coming true, the risks, the impact on the supply chain as a whole, and which companies will benefit and which will lose out.
Bio: Yasuo Nakane is Global Head of Technology Research at Mizuho Securities. Prior to joining Mizuho in 2015, he covered the flat panel, consumer electronics and Asian electronics industries at Deutsche Securities from 2001 to 2015. From 1991 – 2001, he was at Daiwa Institute of Research. Nakane-san was ranked as the #1 analyst in 2016 in Japan in the electronics and consumer electronics space according to Institutional Investor and Nikkei Veritas. He takes an exhaustive knock on all doors approach from the FPD industry downstream to the various applications. He tries to anticipate trends affecting the entire industry based on technological flows, individual corporate strategies and government policies in varies countries and applies these forecasts to the individual companies within the sector. He graduated from Sophia University and is fluent in Chinese and English.