Presentation Abstracts

AGENDA
MAY 13th, 2024

Keynote Session

Speakers:

Ross Young, Co-Founder and CEO, DSCC
Display Market and Technology Outlook
This talk will examine the latest results and outlook for the display industry. It will look at where we are in the crystal cycle and whether the crystal cycle is still relevant as LCD suppliers consolidate. It will also examine the latest outlook for display demand by application, display supply by technology and capex by technology. It will also examine:

  • Which display technologies are best positioned by application;
  • The OLED technology roadmap, cost outlook, technical risks and penetration outlook by application;
  • LCD and OLED supply/demand, fab utilization and pricing outlook;
  • Industry catalysts and headwinds;
  • MIcroLED and Micro OLED challenges and opportunities
  • And more

Ian Jenks, Chairman and CEO, Smartkem
Powering the Next Generation of Displays Using OTFT Technology
This presentation will look at the progress in using display industry TFT technology to make logic circuits at large scale building on lessons that can be drawn from the silicon industry to accelerate adoption by the market. This presentation will also look at how Smartkem’s TRUFLEX® organic semiconductor inks are used to make organic thin-film transistors (OTFTs) that are being used in existing display applications, and the progress being made in enabling OTFT backplane foundry services. Ian will focus on how Smartkem’s low temperature solution coating of OTFTs, directly onto arrays of RGB microLEDs is being used to develop a new generation of low-cost microLED displays at large scale.

Max McDaniel, Vice President and CMO, Display Group, Applied Materials
OLED Momentum in Micro and Large Size Applications
Through the history of the display industry, we see a repeating pattern of display technology substitution, new and better display technologies replace the incumbents.​

We are once again at an inflection point in the evolution of display technologies. In mobile, OLED is winning the battle versus LCDs and all new fab investments are OLED. Now the focus is on enabling more advanced OLED technologies (like foldable) even as flexible OLED replaces rigid OLED and high-end LCD. In large area displays like IT and TV, OLED is also emerging to challenge LCD’s dominance, as LCD makers try to defend their market position with extending technologies like mini-LED backlights. Ultimately, we expect OLED to overtake LCD in large area displays (first in IT, then in TV), as well as in mobile, in what we call the “OLED Wave”. Additionally, OLEDonSi is gaining traction for VR. These OLED inflections will play out over the next decade or more, until even more advanced displays like micro-LED reach sufficient maturity.​

Whichever technologies ultimately win adoption, Applied Materials will be a key enabler in partnership with our customers throughout the world. Advanced displays need advanced backplane processes, with more layers and more challenging specifications. Our integrated materials solutions are optimized for LTPS, MOx, LTPO, in-cell/on-cell touch, and more. We are excited to work with our customers and partners to help bring new and superior displays to the market faster, with higher yield and lower cost.​

Mobile Display Technology and Market Outlook

Speakers:

Jeff Fieldhack, Research Director, Counterpoint Market Research
What Exactly is an “AI” Smartphone?
Will it drive a smartphone upgrade cycle? Which OEMs and regions will drive the smartphone industry? What are the key specs which will drive continued ASP growth through 2027?

Dr. Michael Hack, VP of Business Development, UDC
UDC: Advancing Phosphorescent OLED Technology for Market Growth

Energy efficiency in OLED displays is becoming increasingly important to supporting growth in the consumer electronics sector, especially with the advancement of IoT, 5G and AI technologies. As device performance increases, lower power consumption OLEDs help provide a crucial energy offset to allow for additional functionality, lower panel temperatures, smaller batteries, thinner device profiles, and more.

In this presentation, we will discuss UDC’s unique insights as a pioneer in the invention, development and supply of phosphorescent OLED materials and technologies for energyefficient display and lighting applications. This includes how UDC’s advancements can support the continued proliferation of OLEDs throughout the consumer electronics landscape, including in smartphones, smartwatches, tablets, laptops, computer monitors, TVs, automotive displays, lighting applications and more. As OLED adoption grows, UDC’s mission is to be a key enabler in the OLED ecosystem and support our customers and the OLED industry’s growth with our broad and deep experience and know-how, proprietary OLED technologies and UniversalPHOLED® (phosphorescent OLED) energyefficient emissive material systems. To achieve this, we are expanding our global footprint and advancing our materials and technologies to ensure we can meet future growth of the OLED industry.

In this talk, we will present our display efficiency innovation roadmap to ultra-low power consumption that incorporates an all-phosphorescent RGB stack expected to meet commercial specifications in 2024. We believe that our significant increases in efficiency and performance will enable new product applications for OLED technology, thereby growing the OLED market.

We will also present our progress with our proprietary Organic Vapor Jet Printing (OVJP) for printing all common OLED layers and small molecule emissive materials to manufacture large area side-by-side RGB OLED TVs, providing a cost-effective, highthroughput manufacturing path resulting in high device performance. Beyond displays, we will also outline how OLEDs are an ideal light source for red light therapy, which is seeing significant growth in the treatment of numerous health conditions.


Michael Helander, Co-Founder and CEO, OTI Lumionics

Challenges and Opportunities from PFAS Chemicals in the Display Industry
This talk will discuss challenges and opportunities from Per and Poly-Fluorinated Substances (PFAS) chemicals in the display industry. PFAS chemicals are synthetic substances used in multiple manufacturing steps of virtually all display technologies. There is recent pressure from global governments to eliminate the use of these so called “forever chemicals” in consumer products, which posses a significant challenge for the display industry. Eliminating PFAS chemicals from the display industry will require new panel designs, process technology, and materials, which will create new opportunities for innovation and product differentiation.

Michele Ricks, Business Development Manager, OLED Materials, EMD Electronics
The Next Dimensions in OLED Materials Development

Traditional OLED materials development strives to find new molecular structures improving the three fundamental parameters of stack performance: Efficiency, Voltage and Lifetime. We call it the “Magic Triangle”. Whilst this remains very important, new dimensions of development have evolved. Deuteration can have tremendous benefits for device lifetime without trade-offs in efficiency or voltage. The use of new emitter technologies might revolutionize the energy efficiency of OLED panels. And display artefacts like pixel crosstalk or transient phenomena linked to stack capacity can only be tackled by a more holistic view on materials development. In addition, advanced computer modeling opens new doors to property prediction, and sustainability has become a strong driver, even in early stages of development. This situation adds complexity but, if well handled, it also offers tremendous chances in how OLED materials and thus OLED panels can move to the next level. This will not only broaden OLED’s footprint in mobile and TV, but also in e.g. automotive and IT, where OLED annual growth rates of well over 30% have been predicted.

TV Market and Technology Outlook

Speakers:

Bob O’Brien, Co-founder, Co-Founder and Principal Analyst, DSCC
TV Market and Technology Outlook
After the demand spike during the pandemic, the global TV market has slumped. On the technology front, the three-way competition between White OLED, QD-OLED and MiniLED technologies continues to push to ever-higher performance. On the demand side, though, consumers appear to be choosing value over performance. We review the latest market data and examine the implications for the competing technologies and the competing global brands.

On the software side, a new business model is emerging around free ad-supported television (FAST). We examine the competing players in this space and discuss the implications for TV usage and the TV market.

Paul Gagnon, VP & Industry Advisor – Consumer Tech, Circana
Embracing Change in the TV Market
The North America TV market shifted significantly in 2023 as consumers sought value amid continued inflation and rising hardware costs pressured the ability of TV makers and retailers to offer the level promotions that consumers have come to expect. Early in the pandemic, TV sales surged, and along with those rising sales, many premium TV buyers upgrade, some much earlier than expected. How should we expect consumers to spend in the next few years, and where do the opportunities lie? Can this industry embrace the changing consumer profile and preferences.


Dr. ZhongSheng Luo, VP Sales and GM Product Development, Nanosys
Navigating Quantum Leap: Bringing Full Quantum Dot Experience to Mainstream TV
The display industry has witnessed a remarkable surge in the utilization of quantum dot technology, particularly since the introduction of the first quantum dot (QD) display to the consumer market in 2013. This growth in the QD display market is primarily propelled by the increasing consumer demand for the full Ultra-High Definition (UHD) experience, which encompasses “Better Pixels” features like High Dynamic Range (HDR) and Wide Color Gamut (WCG). In 2023, more than 15 million QD TVs were shipped, underscoring the significant market penetration of QD technology.

QD materials provide greater color purity than traditional phosphor emitters. In addition, QD’s fast response time and easy integration with existing display technology, such as LCD technology, have enabled it to take a significant share of premium UHD TV sets. The key to the fast adoption is that the QD technology has delivered a full QD experience that combines the widest color gamut with the highest HDR performance without compromising motion clarity. Due to the exceptional picture quality brought by QD TV sets and the strong marketing efforts by leading TV makers, QD is associated with cutting-edge, premium technology and quality by consumers.

In this report, we will review all the available implementations of QD TV in the market and discuss what it will take to deliver the full QD experience to the mainstream TV market.

Dr. Rachel A. Cassidy, MBA, CLP, VP- Business Development, GE Aerospace, GE Licensing
Market-leading Wide Color Gamut Narrow-band Phosphors by GE Aerospace. Path to Enabling Next-generation Displays
Walk into your local electronics store and the red color emitting from many of the displays will be GE phosphor technology. Since first introduced into the display industry in 2014, the red-line emission of K2SiF6:Mn4+ phosphor (PFS/KSF) centered at 631 nm has become the market leading wide color gamut solution for 4K UHD TVs, tablets, phones, monitors and laptops. KSF phosphor provides a cost effective, reliable on-chip LED solution for wide color gamut displays that is RoHS compliant. This presentation will discuss the technology and licensing strategy that have enabled this success and the path forward around integration into future displays with higher color gamut (>90% BT.2020) and additional functionality (miniLeds, remote films, microLeds) versus current HDR 4K/8K displays. Although the narrow-band emission of KSF enables improved brightness and wider color gamut relative to InP QDs, a more narrow-band emitting green phosphor continues to be a need in the display industry. An update on GE’s efforts around narrow-band green phosphor development as well as a new high-nit red phosphor will also be presented.

IT Displays - Can Advanced Display Technologies Transform the IT Market

Speakers:

David Naranjo, Senior Director, DSCC
The growth of displays for notebook PCs, monitors and tablets for the commercial and consumer segments slowed in 2022 and in the first half of 2023. All of the major brands reported a recovery during the second half of 2023 as a result improved brand and channel inventories, back-to-school seasonality, holidays seasonality and cautious commercial demand for AI performance for PCs. This presentation will summarize DSCC's latest results and outlook for the advanced IT display segment, highlighting the competitive landscape for advanced IT displays (OLED and MiniLED LCDs) and the key drivers that are expected to enable them to coexist, transform and fuel growth for the segment. Some of the key drivers include the expectation that Apple will introduce two new OLED tablets that utilize tandem OLED stacks to improve brightness, efficiency and prevent burn-in within the next few weeks, in addition to panel cost and price reductions, new G8.7 fab investments, new technologies, current/future brand positioning and improved display performance.

Lori Hamilton, DVP and Director of Technology, Corning Gorilla Glass, Corning
Advanced Displays: The Material Difference
At Corning, we are forming the display-driven future, building on decades of experience in advanced flat-glass manufacturing to help customers push the limits of display form factors and performance. While we believe LCD technology will continue to lead the display market for years to come, technology advancements in OLED and microLED, as well as increasing investment in mid-size fabs, make this a pivotal moment for the industry. In this presentation, we will discuss the technical challenges that advanced glass substrates, processing, and surface treatments are helping to address and the growth opportunities in automotive and other display-adjacent industries that leverage glass science and the display industry’s expertise.

Kunjal Parikh, Chief Display Technologist, Intel
An Era of AI-PC and Display Opportunities

AI is poised to revolutionize the PC industry, and Intel is at the forefront of this transformation. The recently announced AI PC acceleration program aims to connect independent hardware vendors (IHV) and independent software vendors (ISV) with Intel resources including AI toolchains, co-engineering, software optimizations, co-marketing, and sales opportunities. Intel’s goal is to enable more than 100 million PCs with AI accelerators through 2025 while driving 300+ ISV features throughout 2024. The talk will focus on the convergence of AI-PC and Display opportunities through Intel Intelligent Display Technology which is a unique AI-powered Intel Software and innovations with panel and sensing partners. The latest examples of features in the products will be showcased and a glimpse of the future vision will be presented for the ecosystem to partner in this new era of AI-PC with Intel.

Acceleration Program: https://www.intel.com/content/www/us/en/products/docs/processors/core-ultra/ai-pc/ihv-acceleration-program.html

Dr. Oliver Haupt, Director Stategic Marketing, Coherent Laser Systems
The Future-Proof Laser Technology for GEN8 OLED IT Panel Manufacturing

Today, OLED displays are rarely seen in tablets, laptops, and monitors. A significant adoption of OLED displays is predicted in a relatively stable IT market. This was underlined by several announcements and first invests into new GEN8 fabs for OLED IT panels. For the transition from existing GEN6 to GEN8 manufacturing equipment needs to be ready and available right now.

For several reasons high-resolution state-of-the art mobile devices are based on Low Temperature Polysilicon (LTPS) and in combination with Oxide named LTPO. In fact, today all OLED IT panels are based on LTPS and there are good reasons for it like lower power consumption, smaller TFT´s, brightness, lifetime, and long-term stability if using a tandem OLED structure. The first layer of a complex OLED stack structure builds the foundation of the entire display and therefore is a critical layer that could already determine the later subsequent performance and yield of the entire display. The UV LineBeam systems are proven in mass production for decades and are the “process of record” in the display industry for high resolution OLED displays. Our UV LineBeam systems can already process up to a GEN8.7 OLED panel.

To provide a certain quality of the OLED display for IT panels we believe that Laser Annealing will be required. OLED TVs available today use Oxide backplanes, but Oxide mobility is still a challenge to reach the level of electron mobility and process stability in industrial mass production for smaller displays e.g. tablet size. We remain optimistic that the backplane technology itself and consequently our Laser annealing technology will be used in next GEN 8 fabs.

AR/VR Market and MicroLED Displays

Speakers:

Dr. Guillaume Chansin, Director of Display Research, DSCC
Market and Technology Trends for AR/VR Displays
The last two years have been disappointing for AR/VR. Could 2024 mark a turning point? Apple has now entered the race with the Vision Pro and Samsung is expected to launch a headset later this year in collaboration with Google.

AR/VR is still one of the fastest growing markets for displays, but there is not a single technology that can address all the requirements. For VR and Mixed Reality, there has been a clear trend to increase pixel density. Apple and a few other brands have adopted OLED-on-Silicon (a.k.a. Micro OLED), but devices based on advanced LCD remain much more affordable without sacrificing too much on performance or image quality. For smart glasses, the combination of diffractive waveguides with full color MicroLED is seen by many as the Holy Grail. However, MicroLED is still an emerging technology with complex manufacturing challenges.

This presentation will summarize key findings from DSCC's latest report on MicroLED and AR/VR displays. I will discuss the strength of each technology and will show updated forecasts for both VR and see-through AR.

Dr. Reza Chaji, Co-Founder and CEO, VueReal
A Turnkey Platform to Accelerate the Adoption of MicroLED in AR/VR
VueReal, the global pioneer in MicroSolid Printing™, spearheads advancements in next-generation microLED, microSensor, and other micro semiconductor device products. Leveraging an innovative and eco-friendly micro-pixel manufacturing process—VueReal enables the seamless transfer of microLEDs and other microdevices with unparalleled efficiency, reliability, and performance at scale. The company not only elevates visual experiences in automotive, wearables, smartphones, AR/VR, but also charts a course for broader transformation of the $1T per year microdevice industry.

Dr. Tongtong Zhu, CEO, Porotech
The Road to Commercialization and Mass Production of MicroLEDs
Porotech, as a world-leading designer and manufacturer of MicroLEDs, has not only successfully developed several world-unique lnGaN red-light and single-chip full-color micro-displays, paving the way for MicroLED applications but also actively realized the true commercialization and mass production of MicroLEDs. By establishing the world's first semiconductor Micro LED ecosystem with partners, Po rote ch has successfully bonded 0.12-inch micro-displays on 8- inch GaN on silicon wafers, completely rewriting the rules of the next-generation lighting technology. In the future, Porotech will steadily achieve the commercial production of AR products, including AR glasses, micro-projectors, micro-display panels, and various wearable devices.

Jennifer YC Lin, Vice President Innovation Department, AUO Corporation
Micro LED Displays Lead to Infinite Possibilities
Micro LED display is the ultimate display technology. AUO has devoted into micro LED display technology development for over 10 years, and set many records on various demonstrations. As a pioneer micro LED display technology developer, AUO is dedicated to enabling and contributing to the formation of micro LED display ecosystems through seamless collaboration with our LED and display industry partners. By leveraging the power of integration and create value together, we believe micro LED display industry will become a competitive ecosystem. And micro LED displays will lead to infinite possibilities to future lives.

Virtual Presentations

May 14th, 2024

OLED Materials

Speakers:

Mateusz Nowak, Chief Commercial Officer, Noctiluca
What are the Benefits of Being a Public Company in Such a Monopolized Market as the OLED Market?
This presentation will cover:

  1. Escaping the often very toxic terms of VC investment agreements - protection against a squeeze-out.
  2. Change of information asymmetry - a public company has to inform the broad public about its dealings & independence in informing about development steps.
  3. Unique value proposition for investors and access to capital - the democratization of benefits from technology development - in NCL to currently approximately USD $50M in turnover since the beginning of the listing.
  4. Current valuation and ease of using ESOPs as a natural motivator due to liquidity.
    Easy translation of R&D work into value - motivation for scientific teams, accurate valuation of Individual patent applications or other ESPI, e.g. from technology.

AR/VR and MicroLED Equipment and Materials

Speakers:

Neil Pschirer, Vice President of Product Development & Strategy, Pixelligent
Breakthroughs in advanced materials are driving the next generation of OLED, Sensors, and extended reality (XR) devices. Not surprisingly, high‐index materials are now considered an essential enabling technology for these next‐gen displays. The inks must deliver excellent film quality via spin or inkjet coating methods as well precise patterning via nano- or micro-imprint techniques with high RIs, high transmission and low haze. No trivial feat. Until now, conventional display manufacturing technologies relied on polymer‐based materials. Refractive indices (RIs) for these materials typically top out at 1.6. In contrast, Pixelligent’s PixJet® and PixNIL® products deliver RIs ranging from 1.65 to 2.0. What’s more, they were engineered from the ground‐up for devices produced with inkjet printers or utilizing Nanoimprint Lithography (NIL). In his talk, Pixelligent’s Vice President of Product Development and Strategy, Neil Pschirer, will discuss the innovation behind the company’s materials including PixCor™, the only commercially available material that delivers refractive indices > 1.80, with the highest optical clarity, while dramatically improving UV stability. He will also focus on recent commercial wins in XR headsets that employ diffractive gratings, the status of overall XR market, and how the powerful combination of XR+AI is accelerating adoption of both technologies.

Willem Walravens, Chief Product Officer, QustomDot
Reducing MicroLED Display Costs: The Promise of QDCC Inkjet Inks
This presentation explores the exciting potential of QDCC (Quantum Dot Color Conversion) inkjet inks for microLED displays. We will delve into how this innovative technology offers significant cost reductions for panel makers. Inkjet printing presents a high degree of automation and minimal material waste, making it a more economical approach compared to alternative methods. By utilizing QDCC inks, manufacturers can achieve high-quality color conversion layers directly onto microLED backplanes, simplifying the fabrication process and lowering overall production costs. This paves the way for more affordable and accessible microLED displays, ultimately accelerating their adoption in various applications.

Dr. Paul Cain, Strategy Director, Flexenable
Dimming Technologies That Will Shape the Future of AR
This talk delves into the world of dimming trends and technologies and their crucial role in shaping the future of AR.

We will highlight the challenges of current AR displays, particularly their inability to seamlessly blend with the real world. This is often due to the displays being too bright compared to the surrounding environment, creating a disconnect and hindering user experience.

The talk will then explore various emerging dimming technologies with the potential to address this issue – differentiating between global and pixelated (spatial) dimming and the benefits they offer.

Finally, the talks will highlight the ongoing research and development in this field. These advancements in dimming technologies hold immense potential to shape the future of AR, making it a more integrated and user-friendly technology.

David Lewis, Chief Executive Officer, InZiv
MicroLED Cost Reduction: Enabling Higher Yields with High Throughout Inspection
MicroLED continues to be a tantalizing option for display manufacturers, due to the many advantages and consumer applications that MicroLED offers (e.g., AR/VR, smart watches, automotive displays, TVs, etc.). However, display manufacturers are still facing several fundamental problems in testing and inspection. InZiv CEO David Lewis will present some of the critical challenges in MicroLED inspection that are leading to low yields and high costs. He will then provide an overview of InZiv’s technological breakthrough in MicroLED inspection and how such a solution can
dramatically improve yields and lower costs across the industry, enabling mass production of MicroLED displays at affordable consumer price points.

Katsumi Araki, Account Manager/Technical Sales Representative, Toray Engineering Co., Ltd.
Toray Engineering has developed A series of technologies to manufacture micro-LED displays based on technologies cultivated through its manufacturing equipment of LCD displays and semiconductors. By combining these technologies, Toray Engineering offers a proposal for a total solution, and so far, has large delivery records of micro-LED-related manufacturing equipment worldwide. In this presentation, Toray Engineering’s approach to the manufacturing process that utilizes its visual inspection system that uses photoluminescence technology, laser repair equipment, mass transfer equipment, and laser mass transfer equipment shall be introduced.

Toray Engineering’s approach focuses measures against these main challenges ahead for the Micro-LED Display Manufacturing in the near future.

Jan Matthijs ter Meulen, CEO & Co-Founder, Morphotonics BV
Advancements and Challenges in AR Waveguide & Glasses-Free 3D Optics Manufacturing
With the debut of Apple Vision Pro (AVP), the boundaries between Augmented Reality (AR) and 3D are beginning to blur. While glasses-free 3D might seem contradictory to AR glasses, there's significant overlap in visualization methods. Much of the content developed for 3D can be showcased on either AR glasses or glasses-free 3D displays.

A key similarity between these products lies in their complex optics. Despite their intricacies, optics for both need to be mass-produced at low cost to reach mainstream adoption. At Morphotonics, we aim to tackle this challenge with our proprietary large-area nanoimprint technology. By using larger panel-sized sheets with precise patterning and replication, we demonstrate commercially viable manufacturing of these products.

In this presentation, we'll share updates on the progress we've made and the remaining challenges in manufacturing AR waveguide and Glasses-Free 3D Optics.

Analyst Session

Speakers:

Yasuo Nakane, Global Head of Technology Research, Mizuho Securities
FPD Industry Outlook
For large FPDs, Chinese panel makers have already dominated LCD and could further increase their market share if they buy 2 LCD factories in Guangzhou. This has been propelling Korean players to focus more on WOLED, QD-OLED and μLED, but Samsung and LG group have different issues, and actually not allying even in the group (i.e. Samsung Display and Samsung Electronics VD division). For small and medium FPDs, Samsung Display has overwhelmed its rivals given the shift to OLED, but Chinese companies have been catching up in smartphone panels, which is pushing Korean makers to focus on G8.7 RGB lines with Oxide backplane. To better understand the direction of the overall FPD industry and changes in the balance of power, we analyzed the value chain, including components and finished products (e.g., smartphones and TVs), from both a geographic and technology standpoint.

Ian Hendy, CEO, Hendy Consulting
Growth Areas and Technology Innovation in Displays in 2024
Despite prices being low in early 2024, the display industry continues to experience growth segments especially in new or premium technologies. Mr Hendy looks at growth options and technology innovations covering displays, display materials and equipment providers.

Peter Palomaki, Owner and Chief Scientist, Palomaki Consulting
RoHS and Quantum Dots – The Saga Continues a Decade Later
For over a decade there has been an exemption in place under the Restrictions of Hazardous Substances Directive (RoHS) for cadmium in displays to allow for the use of Cd-containing quantum dots to enhance the viewing experience. There have been many changes over that time, and with new wording recently adopted in 2024, the exemption will continue, in part, through 2027. This presentation will summarize the history of the RoHS Cadmium exemption and explain how new wording will impact current and future display technologies such as QDEF films, QD-OLED, microLED and EL-QLED.