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ADVANCE
PROGRAM
BUSINESS CONFERENCE
JUNE 5 and 6, 2006 (Monday and Tuesday)
MOSCONE CONVENTION CENTER
SAN FRANCISCO, CALIFORNIA, U.S.A.
Business Conference Chair
Aris Silzars, Northlight Displays, Sammamish, WA, U.S.A.
| Monday, June 5 / 8:00 am - 5:00 pm / Room 134 | |
| 8:00 am | Registration and Coffee |
| 8:45 am | Welcome - Larry Weber, President, SID |
| 8:50 am | Introduction - Aris Silzars, Northlight Displays |
| 9:00 am | Opening
Address: Beyond the Silver Box: Overcoming
Commoditization, Bob O'Donnell, VP, Clients and Displays, IDC In a world full of me-too "silver box" flat-panel TVs, it's getting increasingly difficult to make products that stand out in the marketplace. This forward-thinking presentation will discuss what it is going to take to be successful in the flat-panel TV marketplace. The major controversies confronting the industry including LCD vs. Plasma, 1080p resolution, "smart" TVs, and more will be addressed. |
| 9:30 am | Intel - Enriching and
Accelerating the Digital Home, Mike Buckley, Director of
Strategic Investments, Intel Capital In January 2006, Intel Corporation introduced the Intel® Viiv™ technology that is designed to enrich consumers' enjoyment of digital entertainment. This technology marks the intersection point where innovation, a multitude of digital devices, first-class entertainment, and state-of-the-art technology converge to put consumers in more control of experiencing digital entertainment on their own terms. Intel's solutions as well as Intel Capital's investment efforts to enable and accelerate Intel's Digital Home vision will be described. |
| 10:00 am | Break |
| 10:30 am | LCD
Diversification Driving Technology Innovations,
Joe Virginia, VP, Samsung LCD Business - Americas Region With a 2006 estimated market size of $64B, forecasted to grow nearly 30 percent by 2009, thin-film-transistor, liquid crystal displays (TFT LCDs) represent the dominant display technology across every major platform. This presentation examines the market forces that are shaping today's LCD technology developments for notebook PCs, monitors and HDTV applications. Advanced operating systems, 64-bit computing and high definition content are challenging the leading LCD suppliers to deliver superior picture quality, higher resolution and a wider range of popular screen sizes. As the world's largest, most diversified producer of LCDs, Mr. Virginia will present Samsung LCD Business's market and technology perspectives for large screen displays. |
| 11:00 am | Flat-Panel Display and
TV Market Outlook, Ross Young, President. DisplaySearch, an
NPD Group Company This presentation will examine the most recent results and latest market outlook for the flat-panel-display and flat-panel-TV markets. It will leverage DisplaySearch's sell-in, NPD's sell-through, and DisplaySearch's supply/demand and cost modeling data. The tremendous growth in the flat-panel and flat-panel-TV space will be quantified with the latest market outlook projections. |
| 11:30 am | The Tectonics of Large
Television Displays, Leslie G. Polgar - CEO of Forth
Dimension Displays Limited The remarkable growth of approximately 30% per year of displays for large-screen television is fueled by developments in multiple technologies: direct view (TFT-LCD, and PDP) as well as in MD-RPTV (3LCDs, DLP, and LCOS). By some measures, these are about to "cross the chasm" into mainstream adoption. Buried in the market growth figures are shifts in business models and strategies tied directly to the various technologies - their benefits, limitations, and requisite investments. |
| 12:00 pm | Lunch
- Sit Down Lunch: The $100 Laptop, the $35 Display,
and the other$4B with Mary Lou Jepsen, Chief
Technology Officer, One Laptop per Child Non-Profit Association Studies and experience have shown repeatedly that kids take to computers easily - not just in the comfort of warm and well-lit rich-country school, dens, and living rooms, but also in the slums and remote rural areas of the developing world. The $100 laptop offers a cheaper alternative to current textbook expenditures in much of the developing world, while also giving the child not only an infinite number of textbooks, but numerous entries to interactive, unbounded, and peer-to-peer learning. |
| 1:30 pm | Price Erosion: An Asset
or Liability for the Flat-Panel Industry, Sweta Dash,
Director, LCD and Projection Research, iSuppli Corp. Price erosion is a double-edged sword for the flat-panel display business, cutting profitability for suppliers, while simultaneously slashing the prices of their products, and by making them more affordable to consumers expanding the market. This presentation will examine the impact of price erosion and elasticity on flat-panel demand generation, revenue creation, and profit margins. |
| 2:00 pm | Bridging Mobile
Communications for the Connected Consumer, Giovanni
Montesanti, Head of Global Marketing & Strategy, TPO Displays
Corp. The technology innovations behind the evolution of displays are fueling the explosive growth of multimedia applications. In this talk, the market trends and drivers in the mobile display industry will be presented. |
| 2:30 pm | Large-Screen FPD-TV
Competitiveness Analysis, Peter Kwon, President, Display Bank Growing trends of large-sized FPD TV will be the heart of the display market in 2006. Many Korea, Japan, and Taiwan-based companies have completed their Gen. 6, 7, and 7.5 line expansions and are producing various sizes of LCD TVs such as 37, 40, 42, 46, and 47 in. On the other hand, PDP makers also plan to enlarge the PDP market by increasing their capacities with new line-expansion plans. We will look at the analysis of large FPD TV segment that is expected to grow rapidly together with the world-cup in 2006. |
| 3:00 pm | Break |
| 3:30 pm | The Power of Plasma,
Jim Palumbo, Plasma Display Coalition Fueled by its outstanding consumer acceptance, Plasma Digital Television is one of the fastest growth categories in consumer electronics. Plasma DTV's key advantages and consumer benefits are making it the choice of the home entertainment center and destined to replace big screen tube and gigantic rear projectors. Recent performance evaluations will underscore why Plasma Digital TV will continue as an important and powerful growth category in the CE business community for decades. |
| 4:00 pm | Catch the Wave: New
Emerging Electronics Trends for Full HDTV, Bruce Berkoff,
President & CEO, Enuclia Semiconductor, Inc. New opportunities are emerging within the display electronics industry as consumers navigate through the sea of change from standard definition (640 x 480) to full HDTV resolution (1920 x 1080), and the various options in between for displaying high-definition content. The industry is due for a new wave of innovation because of the impact that electronics can have on image quality, cost, and customer-specific differentiation. |
| 4:30 pm | Visualize an
Essentially Plastic Solution, Peter Le Masurier, Global
Market Development Manager - Displays, Eastman Chemical Ltd.,
Shanghai Office The average Liquid Crystal Display comprises more than 10 polymer layers working together to ensure a perfect picture quality. The present and future optical films business will be analyzed from the viewpoint of a leading optical material solutions provider. |
| 5:00 pm | Networking Reception |
Tuesday, June 6 / 8:00 am - 2:00 pm / Room 134 |
|
| 8:30 am | SID Keynote Session (Room 134/135) |
| 10:30 am | Solution (processing)
for OLED Success, Bill Feehery, President OLED Business,
DuPont Displays, Inc. The OLED industry is now becoming established, but faces significant cost competition from LCDs. Although vapor deposition is the current manufacturing method for most OLED displays, it is an inherently expensive method that is difficult to scale to the larger size mother-glass needed if OLEDs are to compete broadly with LCDs. Alternative and less expensive solution processing manufacturing methods have now reached the point where they can deliver the performance of vapor deposited OLEDs with a simple, low cost manufacturing process. The OLED industry is now becoming established, but faces significant cost competition from LCDs. Although vapor deposition is the current manufacturing method for most OLED displays, it is an inherently expensive method that is difficult to scale to the larger size mother-glass needed if OLEDs are to compete broadly with LCDs. Alternative and less expensive solution processing manufacturing methods have now reached the point where they can deliver the performance of vapor deposited OLEDs with a simple, low cost manufacturing process. |
| 11:00 am | LCD Substrates: Current
Status & Future Innovations, Peter Bocko, Division VP and
Director - Commercial Technology Display Group, Corning, Inc. LCD-TV platform penetration has clearly exceeded the consensus view of a year ago, doubling from 9.5 million units in 2004 to 20 million units in 2005. Two new platforms dedicated to LCD TV have been implemented in the past year: Gen 7.5 and 8. There is increasing likelihood that there will be a Gen 9 in the next two years, and possibly Gen 10 at some future date. Gen 10 approaches the maximum practical size based upon transportation issues and efficient glass fabrication of backplane technologies. However, the story is not limited to TV, it also includes substrate innovations underway and oriented to polysilicon and OLED technologies that can be applied to advanced portable applications. |
| 11:30 am | Panel
Discussion - And the Winner Is? Moderator Aris Silzars, Northlight Displays Panelists Brian Berkeley, Vice President, LCD Business, Samsung Electronics. Co Larry Weber, President, SID |
| 12:30 pm | Lunch A lunchtime Investment Banking Panel will feature investment bankers, securities analysts, and venture capitalists. |
| 1:00 pm | Closing Comments, Aris Silzars, Northlight Displays |