Ross Young

Foldable Smartphone and IT Market Outlook

DSCC CEO Ross Young will examine the Q3’23 foldable smartphone results and a new forecast for Q4’23 and beyond. 2023 is turning out better than expected for foldable smartphones with Q4’23 tracking well above expectations on the latest supply chain survey results. Is this a result of Samsung outperforming with its Z Flip 5 and Z Fold 5 launch, other brands gaining share, 2024 models being pulled in or a combination of all of the above? You will need to hear Ross’s talk to find out. In his talk, he also covers the latest market and technology trends for foldable smartphones and if/when Apple is expected to enter. In addition, Ross will cover the latest outlook for foldable IT products including various company roadmaps.

Display Capex and Manufacturing Technology Outlook

This talk will reveal how Apple’s IT roadmap is impacting fab schedules. It reveals fab schedules for LCDs, OLEDs, Micro OLEDs and MicroLEDs. It will also present DSCC’s latest display equipment spending forecasts breaking it out by frontplane, backplane, application, tool category, equipment, manufacturer and supplier. Equipment spending revenues are forecasted by supplier for 2024. It will also examine the latest trends in OLED manufacturing revealing the latest developments in high mobility oxide backplanes and the different approaches being developed for patterning OLEDs at ½ G8.7. In addition, capex is contrasted for FMM VTE fabs at G8.7 with high mobility oxide and LTPO backplanes vs. high mobility oxide fabs with photo patterning.

Ross Young is the co-founder and CEO of DSCC. Previously, he started, ran and sold DisplaySearch which he started with less than $500 in capital and grew to over $10M in revenues. He has also worked throughout the display supply chain including at a TV brand, panel supplier, multiple equipment suppliers and a materials supplier.

Shortly after completing graduate school at UCSD and Japan’s Tohoku University in International Management, Young published a book on the semiconductor industry called Silicon Sumo: US-Japan Competition and Industrial Policy in the Semiconductor Equipment Industry published by the University of Texas.

Young also completed 12 IRONMAN triathlons including the World Championships in Kona in 2016.

You can also find him on Twitter at @DSCCRoss where he shares the future of the display industry with over 39K followers.