IHS/SID 2013 BUSINESS CONFERENCE – May 20 – VANCOUVER, CANADA
“Paths to a Healthier Display Industry"
The IHS/SID 2013 Business Conference will be a unique forum where attendees can gain critical insights from top Wall Street and display industry experts on the subject, “Paths to a Healthier Display Industry.” Insightful presentations from industry leaders and IHS analysts alike will assess the current health of the business, and reveal what steps must be taken to restore the industry’s vitality. Speakers also will identify exciting new trends and study their impact on the display supply chain. In addition to presentations from industry leaders, the IHS/SID 2013 Business Conference will feature lively panel sessions and ample networking opportunities.
| 8:00 AM |
Registration and continental breakfast
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| 8:30 AM |
Greeting:
Brian Berkeley, SID President |
| 8:35 AM |
Introduction: Glenn Bassett, VP, Strategic Business Development, IHS
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| 8:40 AM |
Opening Analysis – Display Market Outlook:
10 steps to a healthier display industry, and the supply chain outlook
Sweta Dash, Senior Director Display Research & Strategy, IHS |
9:00 AM
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Morning Keynote: Zane Ball, Vice President of Architecture and General Manager of PCCG Global Ecosystem Development, Intel
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| 9:20 AM - 12:30 |
Strategies for Mobile Wave
This session will focus on growth opportunities for next-generation mobile devices, such as smartphones, tablets, ultrabooks and other exciting products. Speakers will analyze supply chain strategies amid the changing landscape of the mobile era, identifying new technology trends for LCD and OLED, high resolution and touch screen displays. Speakers also will look at the seismic shift in content consumption habits for “always-on” products that will drive growth and requirements for mobile displays.
Presentation & Panel Session
Development
•Vladislav Martynov, CEO, Yota Devices
•Scott Soong, CEO, Chilin/Pervasive Displays
•Brian Gally, Sr. Dir. of Product Development, Qualcomm
•Moderator: Rhoda Alexander, Dir. of Tablet & Monitor Research , IHS
•Michael Sun, VP, AUO
•Sri Peruvemba, CMO, Cambrios Technologies
•Hiroyuki Ohshima, Deputy Chief Technology Officer, JDI
•Linda Reinhard, GT’s VP of Business Development for Sapphire
•Art Lathrop, Marketing Development Manager, 3M Optical Systems Division
•Moderator:Vinita Jakhanwal, , Director, Small and Medium Displays, IHS
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| 12:30 - 1:00 PM |
Lunch
|
| 1:00 PM |
Afternoon Keynote: Mike Lucas, Senior Vice President, Sony Electronics
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| 1:00 - 2:50 PM |
Strategies for the Next-Generation TV Market
This session will strive to answer the key questions determining the future of the television business, including: What should be the strategies for mature TV markets? What is the outlook for smart TVs? How are industry requirements changing to meet consumers’ content-consumption habits? How will rising sales in China impact the supply-and-demand side of the equation? What are the requirements for next-generation TV, such as LEDs, 3-D televisions, super-large-sized sets and UHD displays? Is the supply chain ready to commercialize AMOLED TVs and flexible displays?
Presentation & Panel Session
•Henry Kang, Chief Research Engineer, LGD
•Professor Ho Kyoon Chung, Ph.D, Chair Professor, Sungkyunkwan University and former EVP of Samsung Mobile Display
•Bruce Berkoff, CMO, Cbrite
•Chris Christopher, Director, Global and US Consumer Markets, IHS
•Sweta Dash, Senior Director Display Research & Strategy, IHS
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| 2:50 - 4:20 PM |
New Technology: Opportunities for Growth/Component Outlook
From oxide TFT to OLED TV, to flexible OLED, what are the growth opportunities for new technologies and products in the display industry? This session will analyze each new segment and provide the future outlook for each. Major questions to be examined will include: Will new materials and display technologies lead to a healthier display market? Will oxide TFT help to reinvent the LCD market and show a low-cost path to OLED? What are the challenges and opportunities for OLED? Are touch and gesture interfaces going mainstream?
Presentation & Panel Session
•Roman Maisch, Senior VP, Merck
•Dr. Jun Souk, Professor Hanyang University, (Former EVP Samsung Electronics)
•Dr. Sven Murano, Head of Product Management, OLED, Novaled
•Yoshiaki Tamura, Executive VP, AGC
•Panel Moderator: Mark Fihn, Senior Principal Analyst, IHS
|
| 4:20 - 5:10 PM |
Financial & Investment Outlook: Cost and Profitability Issues
This session will evaluate the financial outlook for the display market, looking at profitability concerns, CAPEX outlook, and growth opportunities. It also will examine the pros and cons of investing in the display industry and requirements from investment communities. Presentation & Panel session
•Jed Dorsheimer, Managing Director, Equity Research, Display and Lighting, Canaccord Genuity
•David Barnes, Principal & Owner, BizWitz LLC
•Thomas Dinges, Senior Manager, Outsourced Manufacturing/Design, IHS |
| 5:10 PM |
Closing Analysis – Display Market Outlook:
Finding the Best Paths (Supply Chain) to a Healthier Display Industry
• Peter Kwon, Head of Display Research, IHS |
| 5:30 |
Networking Cocktail Reception
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