Business Conference Predicts Key Markets' Futures

Display Week Business Conference presents a wide range of views, analysts, and topics. THERE'S AN OLD SAYING ABOUT WORK EXPANDING TO FILL the time available to do it, SID has felt little like that as it gone virtual. This year, virtual format featured 43 speakers, Supply Chain Consultants (DSCC) also interviewed speakers after their talks. In previous years, included an Investors' Conference, but without one this some start-up companies were added Conference. Once again, DSCC are be congratulated on topics represented in nine sessions. The keynote session two Ross Young (CEO DSCC) Yasuo Nakane (global head technology research at Mizuho Securities). They complemented by industrialists sponsors, Max McDaniel (the chief marketing officer Applied Materials) Andrew Beck commercial director for advanced glass innovations Corning). set out key message display industry his talk “(The) Outlook Never Been Better.” Before Covid, outlook was “not pretty” markets investments with low growth. LCD market had been forecast drop third year row, exiting business. However, during pandemic, demand grown working educating from home. People spent more home gaming. Money might have travel went toward new TVs other devices. shifted positive supply shortages first half 2020 (Fig. 1). IT applications still growing, TV unit sales passed peak demand. Tight meant big boost pricing better revenues manufacturers than expected, records expected 2021. Component tight supply. Revenues hit all-time according DSCC. Source: DSCC's Quarterly FPD Supply/Demand Report Panel prices will probably Q3 2021 (although they may peaked later Q2). Margins quite good LCD, Korean-based delayed exit. Increased planned investments. crystal cycle constant force marketplace, now there is chance broken weak future Makers (for example, miniLED/8K) focusing quality rather quantity. Major fab expansions limited. believes become duopoly BOE China Star Optoelectronics Technology (CSOT), Chinese government not support investment. OLED should enjoy growth smartphones shares IT. There competition between miniLED OLED, go past medium large OLEDs volume 2023 ahead 2025. Finally, many possible technologies almost all applications, which create fascinating future. Innovations, including rollables electroluminescent quantum dots (ELQD), beyond chart 2). highlighted directions each application. need active substrates transistors, whether low-temperature polycrystalline silicon (LTPS), oxide (LTPO), or improve performance emissive displays such OLEDs. business proven itself immensely scalable overall rising, even though over development mass production, costs dropped $30,000 per square meter just $100. All smartphone panels ramp up everywhere, Although trying compete, expects win end. “Equipment intensity” increasing materials sensitive water oxygen. Better encapsulation sophisticated backplanes layers, generation gets difficult make. semiconductors, aim grow substrate sizes, once reached reasonable limit, focus moved technology. We can expect same trajectory displays. Corning's gave details challenges industry, highlighting issues caused incidents. Despite Corning ramping G10.5 facilities Wuhan Guangzhou, company remain One factors keep high average size continues grow. Other include use diffuser plates miniLEDs microLEDs. wraparound electrode solutions tiled microLED Mizuho's san pointed risk forecasts because Covid's effects India limits driver chips. Samsung reluctant invest expanding capacity folding company's next investment decisions exhibit focus, delay giving catch up. predicted Apple's switch would quick,” forecasted change short term. second focused finances. Yoshio Tamura (president Asian operations said relatively 2020. Globally, growing again experiencing numbers 2021, 7 percent possibly see 5 2022. dominate panel market, 70 LCDs manufactured onward. majority share 2025, chains likely relocate there. top three makers BOE, CSOT, HKC, taken CEC Panda CSOT bought Samsung. small OLEDs, flexible surplus, faster supply, so surplus reduce. Mehdi Hosseini, financial analyst Susquehanna International Group (SIG), examined capital. LG peaks capital intensity (capital expenditures [capex]/revenue) developed capacity. As last 60 spending firms. investing level declined since 2017 only 40 total revenue Displays' plans develop QD costs, production automotive grow, driven struggle cost pressures. Overall, looking minimize capex selling forms backlights. Dragon Cui DiScien, China), mimic G10 arrives, allowing G8.5 customers IT, firms Europe United States, makes interesting firms, leader 3). DiScien based shift applications. Unlike DSCC, cycles return. returning oligopoly Herfindahl index (a measure competitiveness market). Taiwanese aiming “do nothing” moves capex, stable minimizing risk. 2022 2023, over-supply cause pain side, Korean LCD. Ian Hendy consultant examines behavior argued too any technology, what white (WOLED) RGB OLED. Both Apple major innovators different approaches. Outside those two, strategies tend geography, case studies approaches innovation. returned cover Rigid struggled, boosting rigid recover year. foldables using ultrathin (UTG), dominant supplier) start sell outside brands. Size slowed, smaller handsets flourished. High resolution lost ground, QHD+ dropping 38 single digits. frame rate (HFR) cheap add-on helps prices, margins. HFR variable refresh reduce power consumption, being enabled reach 15 units end 24 revenue. Touch TFE (known Y-Octa Samsung) foldable yield prevent notebooks. 5G uses space smartphone, saving attractive. Notches cameras increased iPhone 12, hole punch popularity. Under-display (UDCs) developing challenging. A self-aligning cathode material OTI Lumionics helpful this. Jeff Fieldhack, Counterpoint Research, looked current shortage semiconductor result underinvestment 2015 2019. Turning handsets, he started covering US sanctions Huawei. Its radically 43.1 18.4 globally 14.4 4.0 percent, respectively, March Xiaomi Oppo “filling void.” exited despite popularity operators, power. consumers holding onto phones longer, feature phone switching now. opportunity India, largest Covid crisis threatened Michael G. Helander, president Lumionics, pros cons UDCs, both visible infrared face detection). He firm “final stages qualification design-in seen adoption its materials.” Matthias Mydlak, global manager UTG Schott, role providing drawn down natively thin final thickness. Schott exclusive supplier application, Week, reported Displays. Chief Financial Officer Bob O'Brien stated most flat (FPD) 72 rising 75 2024. drive cycle. strong commoditization, sets 10 years. comprise 26 industry's brands (Samsung, LG, Sony) pandemic passed, emerging economies. profit interests primarily premium TVs, number one, suffering lack product competes image LGE Sony Panasonic. promoting QLED, 8K, differentiate itself. MiniLED promising, although brighter Evo expensive. LG's WOLED Samsung's needs blue material. MicroLED promising if manufacturing solved. 8K alongside miniLED, challenges. QD-enhanced 2023. Steve Baker, vice advisor mobile NPD Group, States starts $700 $1,000. 65-inch class, nearly 80 sold below $700. Three-quarters $400 less 4). Average Stephen Baker Group. Inc / Retail Tracking Service (ASPs) risen, fewer promotions prices. Sales “once lifetime” decrease 2019 sales. return pre-pandemic historic levels 2023–2024. Paul Gagnon, executive consumer devices Omdia, did well 52 million sold, regions sharply, 11 Asia-Pacific (APAC) percent. sizes continued except North America. ASPs inch regional basis showed Japan highest APAC led Gaming becoming important features HDR HDMI 2.1. Looking Black Friday, special offers, scale Jason Hartlove Nanosys) Rachel Cassidy (vice patent licensing) James Murphy (LED phosphors/display program manager) GE spoke about materials, dots, phosphors, respectively. news firm's air-stable QDs into extruded light-guide plates. That bring adding $10, while pay QD-enabled margins better. Conversely, users. microLEDs QDs, reason buying maker glō. To competitive, must extremely small, challenge native red LEDs, color conversion overcome bullish electrically stimulated especially when applied inkjet printing. past, GE's phosphors particle microLEDs, developed. green phosphor narrow bandwidth. existing KSF used billion LEDs While very adoption, reality much lower, choice products gamut. Ryan Reith, worldwide device trackers Data Corporation (IDC), introduced Market session. PC shipments 56 Q1, mainly consumers. Chromebooks rose 13 Q1. Chip logistic made complex. 18.2 357 slight decline person household back somewhere between. John Jacobs, strategic alliances Advanced Micro Devices (AMD), best smartphones. Enterprise requirements vary translated specifications. meets expensive work enough segments. Kunjal Parikh, Intel, explained Intel doing targets “the world's desktops” under Project Athena. co-engineer enhance user experience promote lower-power Kyle Davis, senior IHS Markit, covered (>9 inch) center stack (CSDs), increase 12.2 compound annual (CAGR). Vehicles 2026 CSD larger 9 inches. Instrument clusters going digital, 23 growth, 12.3-inch taking 41 Resolutions rise along size. Head-up (HUDs) awareness drives buyers who aware HUDs keen them. Roger Lanctot, connected mobility practice Strategy Analytics, behind operating systems various regions. move vehicle automation mean demands delivering appropriate information. Martin Zobl, expert BMW said, “All beautiful eventually electronic waste,” address Dan Cashen, Continental's human-machine interface (HMI) high-performance compute America, media consumption vehicles. functions, enable Passengers vehicles want access content. YM Chan, thin-film transistor torque process monitoring (TFT/TPM) described wide, curved dual-cell LCDs, provide contrast louvre film deal windscreen reflection. dual glass. Director Research Guillaume Chansin discussed 2025: smartwatches, augmented (AR/VR) headsets. It niche nanocell-emitting diodes (QNEDs), could gain significance. Representatives PlayNitride, XDC, Compound Photonics, VueReal stage getting commercialization. presented AR/VR session—a topic Week. VR up, evidenced data Steam. Oculus Quest 2 well, introduce headset PS5. AR base. Overall 51.6 CAGR, $0.3 $4.2 2026. terms biggest place. brightness advantage against ambient light 5). volume. Augmented Virtual Reality Technologies Leo Gebbie, CCS Insight, view type wireless tethered. Examining region, America help richer Vuzix, eMagin, Jade Bird Display, EyeWay Vision technologies. start-ups, Sumitomo how looks develops partnerships. Smartkem organic TFT devices, matrix backlight units. Kyulux Noctiluca elsewhere, Azumo (formerly FLEx Lighting, re-branded early 2021) films reflective LCDs. Raikes publisher managing editor Daily (www.displaydaily.com) frequently writes site. Previously, Peddie regular contributor Computer Shopper. established Meko Ltd, specialist consultancy, 1994. [email protected].