Empowering display industry professionals with cutting-edge insights and analysis
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.
Andrew Lee is from Dow Electronic Materials and is Global Business Director for Display Technologies and his topic was quantum dots. The display business is part of the Dow consumer solutions business which handles electronics within the company. The divisions within the business are semiconductor technologies, interconnects, display technologies and growth (emerging materials). The company … Read more
We reported on Ostendo last year when it was in the iZone. They came back this year and we interviewed them about their emissive LED microdisplays.
The first session in the afternoon was on emerging technologies and applications to increase profit. There were 9 panelists and speakers overall. Roman Maisch is a Senior VP at Merck and he looked at developments in liquid crystal materials in the main, first in displays and then in other applications. There are trends in LCDs … Read more
The final speaker of the morning session was Ron D Reich of Intel Capital where he is Managing Director of the Strategic Transactions Group. He said, after hearing Barnes’ talk, that he wondered why any VC would ever invest in the display industry! Reich’s team works on mergers and acquisition (M&A) activity for Intel Capital. … Read more
As is often the case, one of the most interesting things that I saw at the SID was not on the show floor, but in a dimly-lit suite in a hotel near the event, where Ignis Innovations was showing its wares. Ignis is a Canadian developer of backplane and compensation technologies that we have been … Read more
David Barnes always has a good angle in his talks. This year, his swansong as he has gone into retirement, he talked about the “Slinky business” and had a “slinky” metal toy moving from hand to hand as he spoke! He sees the industry going through cycles – as IGZO has done, for example – … Read more
The next session was on the financial Implications of the display industry and the first speaker was Paul Gagnon of IHS, again.The display market has grown to around 4 billion units, the revenues are around $130 billion and the total display area production is around 200 million square metres. Average price has been going up, … Read more
In a panel session, Gagnon asked what the display industry had done that didn’t work. Bhowmik immediately identified 3D as a technology that just didn’t happen. Sanduski said that the reaction to Avatar was great and that drove hope. However, watching in a theatre, you’re in a very focused experience and so wearing glasses is … Read more
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