 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
ADVANCE
PROGRAM
INVESTORS CONFERENCE
JUNE 6 and 7, 2006 (Tuesday and Wednesday)
MOSCONE CONVENTION CENTER
SAN FRANCISCO, CALIFORNIA, U.S.A.
Investors Conference
Chair
Elliott Schlam, Elliott Schlam Associates, Asbury Park, NJ, U.S.A.
| 8:00 am | Registration
and Coffee |
|
| SID Keynote Session | ||
| Tuesday, June 6 / 8:35 am - 10:20 am / Room 134/135 | ||
| 8:35 am | Keynote
Address 1: A Perspective on the TFT-LCD Industry Bock Kwon, Executive Vice President, Chief Marketing & Sales Officer, LG.Philips LCD, Seoul, Korea |
|
| 9:10 am | Keynote
Address 2: Large-Sized FPDs: The Driving Forces for Real-Life
Viewing Experiences at Home Takeshi Uenoyama, Director, Advanced Technology Research Laboratories and Image Devices Development Center, Matsushita Electric Industrial Co., Ltd., Osaka, Japan |
|
| 9:35 am | Keynote
Address 3: A Revolution in Display Technology:
Enabling Next-Generation Wireless Communications Paul Jacobs, Chief Executive Officer, QUALCOMM Inc., San Diego, CA, U.S.A. |
|
| SID Business Conference Continuation | ||
| Tuesday, June 6 / 10:30 am - 2:00 pm / Room 134 | ||
| 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: Generation 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 |
|
| 12:00 pm | Lunch and Panel Discussion: Investing in Display Technology, Institutional Investors, VCs, Investment Bankers and Research Analysts | |
| 1:00 pm | Closing Comments, Aris
Silzars, Northlight Displays |
|
| SID 2006 Investors Conference | ||
| Tuesday, June 6 / 1:30 pm - 5:00 pm / Room 134 | ||
| 1:30 pm | Welcome: Larry Weber, President, SID; Joshua Epstein, Cowen and Cowen LLC; Elliott Schlam, Elliott Schlam Associates, Conference Chairs | |
| 1:45 pm | Keynote Presentation - Display Innovations Driving Consumer Dollars, David Workman, Executive Director, PRO Group | |
| 2:30 pm | Parallel Sessions of Public and Private Companies with Breakout Sessions | |
| Time | Room 220/222 | Room 224/226 |
| 2:30 pm | Kopin
(KOPN) Dr. John Fan - CEO |
Leadis
(LDIS) Tony Alvarez - CEO |
| 3:00 pm | Universal
Display (PANL) Sid Rosenblatt - CFO |
Immersion
Corporation (IMMR) Vic Viegas - CEO |
| 3:30 pm | Luminus
Devices (Private) Udi Meirav - CEO |
Genesis
Microchip (GNSS) Mike Healy - CFO |
| 4:00 pm | National
Display Systems (Private) Carmen Piucci - CEO |
Supertex
(SUPX) Dr. Henry Pao - CEO |
| 4:30 pm | Liquavista
(Private) Mark Gostick - CEO |
Forth
Dimension Displays (Private) Leslie Polgar - CEO |
| 5:00 pm | Adjourn |
|
| Wednesday, June 7 / 8:30 am - 12:00 pm / Room 220/222 | ||
| 8:30 am | Keynote Presentation - Display Industry Overview & Dynamics, Paul Semenza, Vice President, Display and Consumer Research, iSuppli Corp. | |
| 9:00 am | Parallel Sessions of Public and Private Companies with Breakout Sessions | |
| Time | Room 220/222 | Room 224/226 |
| 9:00 am | Microvision
(MVIS) Alexander Tokman - CEO |
Plastic
Logic (Private) Stuart Evans - CEO |
| 9:30 am | Genoa
Color Technologies (Private) Ilan Ben-David - CEO |
Westaim
(WEDX) Barry Heck - CEO |
| 10:00 am | Barco
(BAR) JP Tanghe - Pres. Corp. Comm. & IR |
Cambridge
Display Technology (OLED) Dr. David Fyfe - CEO |
| 10:30 am | Orbotech
(ORBK) Adi Kahn - V.P. Finance & Operations |
E
Ink (Private) Russ Wilcox - CEO |
| 11:00 am | Enuclia
(Private) Bruce Berkoff - CEO |
SpatiaLight
(HDTV) Ted Banzahf - EVP |
| 11:30 am | Microsemi
Corporation (MSCC) David Sonksen - EVP and CFO |
Novalux
(Private) Jean-Michel Pelaprat - CEO |
| 12:00 pm | Daktronics
(DAKT) Bill Retterath - CFO |
eMagin
(EMA) Gary Jones - CEO |
| Wednesday, June 7 / 12:45 pm - 2:00 pm / Room 206 | ||
| 12:45 pm | Lunch and Keynote Presentation - Display and Display-Related Investment Themes Stanley Kim, Principal, Samsung Electronics Next Generation Product, Visual Display Division | |
| 1:30 pm | Closing
Remarks Adjourn to Exhibit Hall |
|