What They Say
In a blog article (registration required), Ross Young of DSCC picked out some highlights of his keynote talk at the SID/DSCC Business Conference of Display Week. (The Tragedy of the LCD Commons) In the article he covers
- the overall supply demand situation
- OLED TV (DSCC is forecasting growth although it hasn’t included any new fabs formally in its forecast yet – and they would be needed!)
- Technology developments in OLED and LCD
- OLED developments needed for IT applications
- Display revenue forecast with commentary
What We Think
This is a good summary of Ross’s talk – they are always ‘high bandwidth’, so you can really get a lot out this article with the slide set. (BR)
