SID Business Conference Agenda
NOTE – Agenda all topics and speakers are subject to change
Monday, June 4, 2012
7:30 AM Doors Open – Continental Breakfast Served
8:30 AM - 8:40 AM
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
10:50 AM – 11:00 AM Session Q&A
11:00 AM –11:15 AM Morning Break
11:15 AM – 12:35 PM
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.
-Max McDaniel, Chief Marketing Officer, Display Business Group, Applied Materials
-Dr. Yasuhiro Ukai, Principal, Ukai Display Device Institute
12:35 PM – 12:45 PM Session Q&A
12:50 PM – 1:30 PM Lunch
2:00 PM – 3:20 PM
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.
-WeiLung Liau, AVP of Display Technology Development Center, AUO
-Mary Lou Jepson, CEO, Pixel Qi
3:20 PM – 3:30 PM Session Q&A
3:30 PM – 3:45 PM Afternoon Break
3:45 PM – 5:05 PM
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.
-Sweta Dash, Senior Director, LCD Research, IHS iSuppli
5:05 PM – 5:30 PM Session Q&A
5:45 PM - 8:00 PM Cocktail Reception