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INTRODUCINGTHE SID BUSINESS ENTERPRISE
at SID 2005 in Boston, Massachusettsconsisting of
The SID 2005 Business Conference
The SID 2005 Investors ConferenceThe overwhelming success of the SID 2003 and 2004 Business Conferences has prompted us to expand the Conference to a two-day event and add an Investors Conference on a third day. This Enterprise, run in conjunction with the SID 2005 International Symposium, Seminar and Exhibition, will provide executives, entrepreneurs, program managers, marketers, investment analysts and other professionals in all aspects of the rapidly growing electronic-display industry with an unparalleled comprehensive view of all aspects of the industry, from technology tradeoffs, to market and business dynamics, to equity capital issues. In addition, all attendees will have access to the world-class Exhibition of display and display-related products from the leading display manufacturers and developers from around the globe.
The SID 2005 Business Conference will run on Monday and Tuesday, May 23 and 24. A networking reception will be held on Monday evening, and conference attendees will take in the SID 2005 Keynote Addresses on Tuesday morning. Presentations at the Conference will be given by the highest-level executives from the leading display industrial organizations.
The SID 2005 Investors Conference will be held on Wednesday, May 25. Co-sponsored by SG Cowen & Co. LLC, an international investment banking firm, this Conference will feature company presentations from leading public and private display companies, targeted primarily to securities analysts, portfolio managers, investors, M&A specialists, venture capitalists, investment bankers and display company executives.
For a more extensive overview of the Business Enterprise, click here.
PROGRAM
BUSINESS CONFERENCE
MAY 23 and 24, 2005 (Monday and Tuesday)
HYNES CONVENTION CENTER
BOSTON, MASSACHUSETTS, U.S.A.
SID 2005 Business Conference (Monday and Tuesday)
Monday, May 23 / 8:00 am - 5:00 pm / Ballroom C8:00 am Introduction and Welcome 9:00 am Opening Address: 2005: Beyond the Crystal Gateway, H. B. Chen, President & COO, AU Optronics Corp.
From IT to consumer electronics, from small to large, the world is undergoing a flat revolution. Flat-panel displays are rapidly replacing legacy displays, expanding and digitizing everyday lives. The Age of Thinness has arrived. AMLCD business progress, especially in Taiwan, will be discussed.9:30 am Exploring the Path to Ubiquitous Displays, Allen Alley, CEO, Pixelworks, Inc.
The opportunities for display technologies to enrich our daily lives by connecting us to people, information, and entertainment will be explored. The technical challenges necessary to make the ubiquitous display a reality will be examined.10:00 am Break 10:30 am The Ubiquitous Flat-Panel-Display World of Tomorrow - Today, Bruce Berkoff, Executive Vice President of Marketing, LG.Philips LCD Inc.
How TFT-LCD manufacturers, specifically LG.Philips LCD, are leveraging their technology strengths to prepare for the coming age of ubiquitous flat-panel displays in digital homes, businesses, automobiles, and other applications will be addressed. How the TFT-LCD industry is enabling a display-centric world by producing the key technology required for this ever-broadening field of applications will be examined.11:00 am Equipment Challenges in Large-Sized LCD Manufacturing, I. D. Kang, VP Global Business & Services Operations, AKT, Inc. 11:30 am Panel Discussion with Monday Morning's Speakers 12:00 pm Lunch/Investment Banking Panel Discussion 1:30 pm FPD Market Outlook, Ross Young, DisplaySearch
The latest outlook for flat-panel displays, covering pricing, demand, and supply, will be presented. The latest forecasts for the major FPD applications will be presented, FPD-supplier financial performance will be reviewed, and the cost and margin outlook for key FPDs will be projected.2:00 pm Market Outlook for Non-LCD Technologies, Paul Semenza, iSuppli Corp.
Liquid-crystal displays currently account for approximately two-thirds of electronic-display revenues, and the share is increasing. Will LCDs attain complete dominance? To explore this issue, trends in display-applications markets will be considered, and the status of display technologies, including plasma, organic, LED, inorganic LED, CRT, and other emissive and projection technologies, will be examined.2:30 pm Managing the Crystal Cycles, Jun Souk, Executive VP, Samsung Electronics
By reviewing what happened during the business up-and-down cycles of the LCD in the past, we have learned lessons that will reduce the burden in future cycles. Efforts made in cost reduction, line-investment timing, and new market generation will be described.3:00 pm Break 3:30 pm Plasma Displays for the Big-Screen-TV Market, Larry Weber, Consultant
Plasma TV was the most desired gift this past holiday season in the U.S.A. Plama now holds the lead position in the world dollar sales of direct TVs over 40 in. on the diagonal. It will maintain this lead over the strong challenges of LCD TVs and projection TVs.4:00 pm OLED Technology: A Perspective for Today and the Future, Steve Abramson, President, Universal Display Corp.
Phosphorescent OLED (PHOLED) technology is rapidly progressing towards becoming the OLED display technology of choice for a wide range of product applications. This presentation will focus on the features that will drive phosphorescent-OLED future product and market growth.4:30 pm Panel Discussion with Monday Afternoon's Speakers 5:00 pm Networking Reception
Tuesday, May 24 / 8:00 am - 5:00 pm / Ballroom C8:30 am SID Keynote Session (Ballrooms A/B) 10:30 am Are We Getting the "Big Picture"? Kyle Ranson, President and CEO, InFocus Corp.
The large-format-display industry has shifted from serving early adopters and technology enthusiasts to pursuing mainstream markets in order to avoid excess capacity and accelerated price declines. InFocus is re-engineering its innovation and branding strategy to address the challenges of serving a broader less-technology-savvy consumer.11:00 am Valuing the Potential of OLED Technology, David Fyfe, CEO, Cambridge Display Technology
Because CDT was able to complete an IPO in difficult markets when it is still consuming cash, evidences the potential of the technology in the eyes of investors. The messages about OLEDs that were gleaned during the IPO process will be addressed, and what must happen in the OLED industry if the expectations of these investors are to be met will be discussed.11:30 am Panel Discussion with Tuesday Morning's Speakers, including the SID Keynote Speakers 12:00 pm Lunch 1:00 pm Emerging TFT-LCD Applications and the Substrate Opportunity, Peter L. Bocko, VP and Director, Corning Display Group
In the past 2 years, the LCD platform has advanced from a "toehold" in the TV market to a firm footing of 9.5 million units in 2004. All of the present Gen 6 and 7 expansions of LCD capacity are dedicated towards TV. While the major story of the LCD is indeed TV, a revolution in small displays is under way to more-complex higher-value devices. All of these developments present a challenge to the glass suppliers to deliver more value and more capability to the display manufacturers.1:30 pm High-Power LEDs in Visual Media: The Revolution is Here, Michael Holt, CEO, Lumileds, Inc.
High-power LEDs are poised to transform the science of image projection, the way that we interact with visual media, and even the media themselves. From LED-based PC monitors and TVs to a new breed of "pocket imagers" for small groups, high-power LED technology will set new standards for color reproduction and enable never-before-possible applications.2:00 pm Size Matters, But Yield Kills, Jeff Hawthorne, President and CEO, Photon Dynamics
As LCD manufacturers bring sixth-, seventh-, and eighth-generation TFT-LCD fabs on-line, yield management will become one of the most critical factors enabling the production of high-quality LCD TVs at lower price points.2:30 pm LCD TV Performance Meets Mobile-Display Applications, Joe Virginia, VP, Samsung LCD Business - Americas Region
Some of the advances being applied to mobile LCDs today were initially motivated by and designed for large-display applications, such as desktop monitors and LCD TVs. As these advances now trickle down into small cellular-telephone displays, other small-display applications, such as portable media players, will benefit as well. The market opportunities that will result as these performance improvements are implemented will be examined.3:00 pm Break 3:30 pm Intel and Displays: Bridging Mobile Communications, Mobile Computing, the Digital Home, and Investments, Thomas E. Holder, Senior Strategic Investment Manager, Intel Capital
Intel's perspective, role, and activities relating to internal initiatives, external developments, and investments for Intel silicon and their interface with displays will be explained.4:00 pm New Disruptive Display Technologies, Elliott Schlam, Elliott Schlam Associates
Despite the huge consumer markets controlled by mainstream display technologies, there are opportunities for lesser-known technologies to have significant impact. These opportunities generally relate to display size, ambient viewing conditions, and cost, in both consumer and non-consumer markets. This presentation will provide a status report on previously discussed technologies.4:30 pm Panel Discussion with Tuesday Afternoon's Speakers 5:00 pm Closing Comments, Aris Silzars, Northlight Displays
PROGRAM
INVESTORS CONFERENCE
MAY 25, 2005 (Wednesday)
HYNES CONVENTION CENTER
BOSTON, MASSACHUSETTS, U.S.A.THE SID/SG COWEN 2005 INVESTORS CONFERENCE
Conference Chairman: Elliott Schlam, Elliott Schlam Associates
Conference Co-Chairman: Aris Silzars, Northlight Displays
Conference Co-Chairman: Skip Grow, SG Cowen & Co.
General Session Ballroom B 8:15 AM Introductions 8:30 AM Display Market Fundamentals for Investors
Paul Semenza, Vice President, iSuppli Corp
Company Presentations
Room 112 Room 106 9:00 AM Westaim Corp (WEDX) Orbotech (ORBK) 9:30 AM Clarity Visual Systems (private) Applied Films Corp (AFCO) 10:00 AM Cambridge Display Technology Ltd (OLED) MicroOptical Corp (private) 10:30 AM Displaytech Inc (private) Supertex Inc (SUPX) 11:00 AM Barco NV (BAR) Microdisplay Corp (private) 11:30 AM Samsung Electronics Corp (Ballroom B) 12:00 Noon Lunch/Keynote Presentation (Ballroom B)
Prof. Nicholas Negroponte, Wiesner Professor of Media Technology
and founding Chairman of the Media Laboratory,
Massachusetts Institute of Technology1:30 PM InFocus Corp (INFS) Universal Display Corp (PANL) 2:00 PM Emagin Inc (EMA) Vitex Inc (private) 2:30 PM SpatiaLight Corp (HDTV) Microsemi Inc (MSCC) 3:00 PM Planar Systems (PLNR) Silicon Optix Inc (private) 3:30 PM E-Ink (private) Solomon Systech Ltd (2878) 4:00 PM Kopin Inc (KOPN) Microvision Inc (MVIS)
