Empowering display industry professionals with cutting-edge insights and analysis
This was the first year that this reporter was able to attend the annual Cowen Investor’s Conference as the bigger team allowed time to do it. Steve Ward is CEO of QD Vision. He’s a heavy hitter and ex-CEO of Lenovo, having run the ThinkPad business at IBM. He started by looking back 25 years. … Read more
The final keynote speaker was Dr In Byeong Kang, Senior VP and CTO of LG Display, and his topic was ‘the challenges and opportunities of the display market’. First, he looked back into the history and he pointed out that CRT production was 200 million units in 2000, but by 2014, the FPD industry was … Read more
The second keynote was from TCL’s CEO Dongsheng Li who is also Chairman of CSOT. Li started by looking at an overview of the market. The global business is still in some trouble and economies are weak. China has now overtaken Japan as the biggest creditor of the US. China is the second largest economy … Read more
The keynotes took place on the first morning of the opening day of the symposium and the first speaker was Brian Krzanich, CEO of Intel who spoke about the Intel Realsense technology. He said he would cover three things – how interactions with devices have evolved – up to now it has been a two … Read more
Michael Wong is from EverDisplay Optronics (EDO) which is developing AMOLED technology. EDO is interested in the new high growth markets and sees watches as an important application for the future as well as AR/VR. The company started in 2012 in Shanghai and has LTPS AMOLED technology with top emission. It can make 21K G4.5 … Read more
Roland Vlaicu is VP of Consumer Imaging at Dolby and he talked about HDR. Dolby is now seeing others catching up with the interest that Dolby has had in this area for some years. Dolby believes that a combination of higher frame rates, higher resolutions and HDR/WCG is needed to really drive consumer demand. However, … Read more
The first speaker in the final section was Thomas Seder, Chief Technologist for the HMITBD group at General Monitors. He said that GM’s main strategy is to try to increase the performance of products without adding cost. One of the main aims is to match the quality of consumer devices. GM has defined its own … Read more
In response to a question, Merck’s Maisch said that it has panels of interested parties to look at developments five to ten years out. The company also tracks social media to see what the hot topics are. 3M also talked about the “Display Quality Score” that the firm has developed to help makers work out … Read more
Max McDaniel is Chief Marketing Officer at Applied Materials. He said that there is more change happening now in the industry than ever before, and quick adoption of innovations is essential to capture value. Applied Materials is the biggest maker of semiconductor and display manufacturing equipment and also makes solar panel equipment. There are four … Read more
Fedja Kecman is marketing manager for tablet and notebook computers at 3M’s Display Materials and Systems group. Lower growth in mobiles and tablets mean that there will be more competitive pressure on the industry. As the session was about profit, just driving cost is not the only way. Innovation is important and performance will need … Read more
Yoshinori Kobayashi is from AGC Electronics, part of Asahi Glass, a glass maker from Japan. He said that the display industry is getting more and more competitive. AGC thinks its technologies can help clients to develop new applications and technologies. AGC’s corporate policy is “AGC+” where the plus means using the firm’s advanced technology to … Read more
Nanosys CEO Jason Hartlove explains why the firm would like to see the blue primary for Rec 2020 moved and talks about the politically-charged cadmium issue.
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