Display Standard
Veritas et Visus
Universal Display, p9
June 2012 Special Edition
CBRITE, p11
Qualcomm, p17
SID Business Conference – Agenda
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Speaker and company summaries
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Ross Young Brian Berkeley
Yoshiaki Tamura John P. Bayne Sri Peruvemba Xu Ouyang Mike Hack Max McDaniel Bruce Berkoff Barry Young Yasuhiro Ukai Paul Semenza Wei Lung Liau Jason Hartlove Mary Lou Jepson Clarence Chui David Barnes Darice Liu Jed Dorsheimer Sweta Dash
IHS SID Asahi Glass Corning E Ink Tianma Universal Display Applied Materials CBRITE OLED Association UDDI NPD DisplaySearch AUO Nanosys Pixel Qi Qualcomm BizWitz National Securities Canaccord Genuity IHS iSuppli
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The Display Standard is focused on bringing news and commentary about the activities of the companies and technologies related to display-related standards and regulations. The Display Standard is published electronically 10 times annually by Veritas et Visus, 3305 Chelsea Place, Temple, Texas, USA, 76502. Phone: +1 254 791 0603. http://www.veritasetvisus.com Publisher & Editor-in-Chief Mark Fihn
[email protected] Managing Editor Phillip Hill
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Veritas et Visus
Display Standard – Special Edition
June 2012
SID Business Conference Agenda Monday, June 4: 8:30 a.m. – 5:30 p.m. + Chair’s Welcome: Ross Young, Consultant, IHS – Conference Coordinator + SID President Welcome: Brian Berkeley, President –SID, SVP – Samsung Mobile Display + Session 1-- Display Executive Keynote Session This session will feature presentations from executives at a number of the leading display manufacturers on the outlook for the display industry. They will address questions such as whether the size of the display industry has already peaked, whether growth will return to the display industry and what will drive a return to healthy growth and profitability in the display market. Does the current industry structure lend itself to profitable returns for shareholders or are structural changes required? They will also discuss how they are addressing challenges and opportunities in China. Following their presentations, a panel session will be held moderated by IMS Research consultant and DisplaySearch founder and former CEO Ross Young. • • • • • •
Yoshiaki Tamura, GM of Display General Division, President of Electronics Company, Asahi Glass John P. Bayne, Jr., VP & GM, High Performance Displays, Corning Sri Peruvemba, Chief Marketing Officer, E Ink Xu Ouyang, VP Sales & Marketing, Tianma Dr. Mike Hack, GM, OLED Lighting & Custom Displays, Universal Displays Session Q&A
+ Session 2 – Do OLEDs and Oxide TFTs Change the Display Market Outlook? OLEDs deliver significant improvements in contrast ratio, black levels, response times, form factor and 3D performance, but have suffered from significantly higher manufacturing costs due to the need for a LTPS backplane which is also marked by limitations in manufacturing capacity. With improvements in oxide TFT stability, OLEDs would be able to leverage the lower cost and abundant a-Si capacity, resulting in higher prices and lower costs for display manufacturers. What is timing for oxide TFT-based OLEDs and how far along are manufacturers in overcoming other challenges associated with scaling OLEDs to larger substrates? This session will include presentations as well as a panel session. • • • • •
Barry Young, Managing Director, OLED Association Yasuhiro Ukai, Principal, Ukai Display Device Institute Bruce Berkoff, Chief Marketing Officer, CBRITE Max McDaniel, Chief Marketing Officer, Display Business Group, Applied Materials Session Q&A
+ Lunch Speaker – Paul Semenza, SVP of Analyst Services, NPD DisplaySearch + Session 3 – Other Game Changing Innovations Improving the Display Market Outlook This session will examine other game changing innovations that could impact the display market outlook, either growing demand or reducing costs. Potential topics include passive glasses 3D, glasses-free 3D, high resolution displays, new touch solutions, alternative display technologies such as MEMS, electrowetting, quantum dot LEDs and backlights and more. • •
Wei Lung Liau, AVP of Display Technology Development Center, AUO Jason Hartlove, CEO, Nanosys
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Veritas et Visus • • •
Display Standard – Special Edition
June 2012
Mary Lou Jepson, CEO, Pixel Qi Clarence Chui, SVP & GM of Qualcomm MEMS Technologies, Inc., Qualcomm Session Q&A
+ Session 4 – Financial and Market Analyst Perspectives on the Display Industry This session will include presentations from leading Wall Street and industry analysts on the outlook for the display industry and its publicly traded participants. Are display-related stocks a buy, hold or sell? What will trigger changes in these views? This session will include presentations as well as a panel session. • • • • •
David Barnes, Principal, BizWitz Darice Liu, Managing Director, National Securities Jed Dorsheimer, Managing Director & Senior Analyst Principal, Canaccord Genuity Sweta Dash, Senior Director, LCD Research, IHS iSuppli Session Q&A
+ Networking Reception
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