Display Standard - Veritas et Visus

Display Standard 

Veritas et Visus June 2012 Special Edition 

Universal Display, p9 CBRITE, p11 Qualcomm, p17 

SID Business Conference – Agenda 2 

Speaker and company summaries 6 

• Ross Young IHS 5 

• Brian Berkeley SID 5 

• Yoshiaki Tamura Asahi Glass 6 

• John P. Bayne Corning 6 

• Sri Peruvemba E Ink 7 

• Xu Ouyang Tianma 8 

• Mike Hack Universal Display 9 

• Max McDaniel Applied Materials 10 

• Bruce Berkoff CBRITE 11 

• Barry Young OLED Association 12 

• Yasuhiro Ukai UDDI 13 

• Paul Semenza NPD DisplaySearch 13 

• Wei Lung Liau AUO 14 

• Jason Hartlove Nanosys 15 

• Mary Lou Jepson Pixel Qi 16 

• Clarence Chui Qualcomm 17 

• David Barnes BizWitz 18 

• Darice Liu National Securities 18 

• Jed Dorsheimer Canaccord Genuity 19 

• Sweta Dash IHS iSuppli 19 

Links 22 

The Display Standard is focused on bringing news and commentary about the activities of the companies and 

technologies related to display-related standards and regulations. The Display Standard is published 

electronically 10 times annually by Veritas et Visus, 3305 Chelsea Place, Temple, Texas, USA, 76502. Phone: +1 

254 791 0603. http://www.veritasetvisus.com 

Publisher & Editor-in-Chief Mark Fihn mark@veritasetvisus.com 

Managing Editor Phillip Hill phill@veritasetvisus.com 

Subscription rate: US$47.99 annually. Single issues are available for US$7.99 each. Copyright 2012 by Veritas et 

Visus. All rights reserved. Veritas et Visus disclaims any proprietary interest in the marks or names of others.

Veritas et Visus Display Standard – Special Edition June 2012 

SID Business Conference 

Agenda 

Monday, June 4: 8:30 a.m. – 5:30 p.m. 

+ Chair’s Welcome: Ross Young, Consultant, IHS – Conference Coordinator 

+ SID President Welcome: Brian Berkeley, President –SID, SVP – Samsung Mobile Display 

+ Session 1-- Display Executive Keynote Session 

This session will feature presentations from executives at a number of the leading display manufacturers on the 

outlook for the display industry. They will address questions such as whether the size of the display industry has 

already peaked, whether growth will return to the display industry and what will drive a return to healthy 

growth and profitability in the display market. Does the current industry structure lend itself to profitable 

returns for shareholders or are structural changes required? They will also discuss how they are addressing 

challenges and opportunities in China. Following their presentations, a panel session will be held moderated by 

IMS Research consultant and DisplaySearch founder and former CEO Ross Young. 

• Yoshiaki Tamura, GM of Display General Division, President of Electronics Company, Asahi Glass 

• John P. Bayne, Jr., VP & GM, High Performance Displays, Corning 

• Sri Peruvemba, Chief Marketing Officer, E Ink 

• Xu Ouyang, VP Sales & Marketing, Tianma 

• Dr. Mike Hack, GM, OLED Lighting & Custom Displays, Universal Displays 

• Session Q&A 

+ Session 2 – Do OLEDs and Oxide TFTs Change the Display Market Outlook? 

OLEDs deliver significant improvements in contrast ratio, black levels, response times, form factor and 3D 

performance, but have suffered from significantly higher manufacturing costs due to the need for a LTPS 

backplane which is also marked by limitations in manufacturing capacity. With improvements in oxide TFT 

stability, OLEDs would be able to leverage the lower cost and abundant a-Si capacity, resulting in higher 

prices and lower costs for display manufacturers. What is timing for oxide TFT-based OLEDs and how far 

along are manufacturers in overcoming other challenges associated with scaling OLEDs to larger substrates? 

This session will include presentations as well as a panel session. 

• Barry Young, Managing Director, OLED Association 

• Yasuhiro Ukai, Principal, Ukai Display Device Institute 

• Bruce Berkoff, Chief Marketing Officer, CBRITE 

• Max McDaniel, Chief Marketing Officer, Display Business Group, Applied Materials 


+ Lunch Speaker – Paul Semenza, SVP of Analyst Services, NPD DisplaySearch 

+ Session 3 – Other Game Changing Innovations Improving the Display Market Outlook 

This session will examine other game changing innovations that could impact the display market outlook, either 

growing demand or reducing costs. Potential topics include passive glasses 3D, glasses-free 3D, high 

resolution displays, new touch solutions, alternative display technologies such as MEMS, electrowetting, 

quantum dot LEDs and backlights and more. 

• Wei Lung Liau, AVP of Display Technology Development Center, AUO 

• Jason Hartlove, CEO, Nanosys 

2


• Mary Lou Jepson, CEO, Pixel Qi 

• Clarence Chui, SVP & GM of Qualcomm MEMS Technologies, Inc., Qualcomm 


+ Session 4 – Financial and Market Analyst Perspectives on the Display Industry 

This session will include presentations from leading Wall Street and industry analysts on the outlook for the 

display industry and its publicly traded participants. Are display-related stocks a buy, hold or sell? What will 

trigger changes in these views? This session will include presentations as well as a panel session. 

• David Barnes, Principal, BizWitz 

• Darice Liu, Managing Director, National Securities 

• Jed Dorsheimer, Managing Director & Senior Analyst Principal, Canaccord Genuity 

• Sweta Dash, Senior Director, LCD Research, IHS iSuppli 


+ Networking Reception 

>>>>>>>>>>>>>>>>>>>>

SID Business Conference 

June 4, 2012, Boston, Massachusetts


Speaker and company summaries 

Ross Young, Consultant, IHS – Conference Coordinator 

Ross Young, Consultant, IMS Research/IHS - Mr. Young is currently a consultant and 

advisor to IHS. Mr. Young is also on the Board of Directors of semiconductor start-up 

Akhan Technologies and Unipixel, a NASDAQ listed touch materials firm. Mr. Young has 

extensive experience in the display, LED, semiconductor and solar industries over a 20year 

high tech career in marketing, technology analyst and senior executive roles. 

Previously, he was SVP, Displays, LEDs and Lighting at IMS Research which was 

acquired by IHS in February of 2011. Prior to joining IMS Research in November 2009, 

Young co-founded Young Market Research (YMR) which IMS Research acquired in 

November 2009. Prior to forming YMR, Young was VP of New Market Creation at 

Samsung Electronics' LCD Business. Prior to Samsung, Young was the founder and CEO 

of DisplaySearch, the leading flat panel display market research, consulting and events 

firm. Young ran DisplaySearch from 1996 to 2007. He sold DisplaySearch to The NPD Group in Sept. 2005. He 

received a Presidential Citation award from SID in 2012, won NPD's prestigious John Byington award for 

outstanding creativity and innovation in 2006. He was educated at the University of California at San Diego 

(UCSD), Australia’s University of New South Wales, UCSD’s Graduate School of International Relations and 

Pacific Studies and Japan’s Tohoku University. 

Company summary: IMS Research is committed to tracking the evolution of a number of renewable and energy 

efficiency markets such as solar, wind, smart grid and LEDs among others. Our LED efforts are focused on the 

entire LED supply chain from sapphire ingots and MOCVD tools to end products such as LED TVs, LED lamps 

and LED luminaires. We are tracking LED production capacity, LED yields, LED shipments and shipments of 

products that use LEDs. For example, we are able to track the number of LEDs each panel supplier consumes each 

quarter as we are tracking their precise LED configurations at every size, resolution and refresh rate. Our 

methodology allows us to precisely compare LED supply and demand taking into 

account variations in die size and wafer size. Our current product portfolio covers 

LED equipment, LED supply and manufacturing, LED demand, packaged LED 

shipments, backlighting, general lighting and LED driver ICs. IMS Research was 

recently acquired by IHS. 

Brian Berkeley, President – SID, SVP – Samsung Mobile Display 

Brian H. Berkeley is Vice President, OLED Research at Samsung Mobile Display. He received his B.S. degree in 

Electrical Engineering from M.I.T., and his M.S. degree in Electrical Engineering from Carnegie-Mellon 

University. He worked at Apple for 20 years developing key products and technologies, starting with the very first 

Macintosh. He put color onto the Mac platform, led hardware development for the first 

iMac computer, and was responsible for all display development activity at Apple. He 

joined Samsung in 2003, where he helped develop advanced technologies for large screen 

LCD-TV. He transitioned to OLED technology development at SMD in January, 2009, 

where his work is focused on size and volume scale-up of OLED displays for large screen 

applications. He is active with the Society for Information Display, serving as a program 

committee member since 1991, past General and Technical 

Chairs of the SID symposium, and is currently President-Elect of 

the society. He has multiple patents and over 50 publications in 

the field of information display. 

5


Session 1-- Display Executive Keynote Session 

Yoshiaki Tamura, GM of Display General Division, Asahi Glass 

Mr. Tamura has 30 years of experience in glass production operations and management. He leads Asahi Glass’ 

Electronics Company, which includes the display glass division, and is a key business unit of the company. Prior to 

becoming President of the Electronics Company, Mr. Tamura served as President of AGC Display Glass Taiwan 

Co., LTD. and VP at Republic Asahi Glass Corp. 

Company Summary: The AGC Group, with Tokyo-based Asahi Glass Co., Ltd. at its core, is a world-leading 

supplier of flat, automotive and display glass, chemicals and other high-tech materials and components. Drawing on 

more than a century of technical innovation, the AGC Group has developed world-class expertise in fields 

including glass, fluorine chemistry and ceramics technologies. The group employs some 

50,000 people worldwide and generates annual sales of more than 15 billion USD through 

business in about 30 countries. 

>>>>>>>>>>>>>>>>>>>>


Sri Peruvemba, Chief Marketing Officer, E Ink 

Sriram Peruvemba leads the worldwide marketing team at E Ink Holdings, the global leader in electronic paper 

(ePaper). Peruvemba is responsible for strategic, inbound and outbound marketing for the Company's ePaper and 

LCD businesses, including brand and product management, product marketing, marketing 

communications, social media strategy and public relations. Since joining E Ink in 2007, 

Peruvemba has been instrumental in positioning the company as the leader in ePaper 

displays. To date, E Ink has successfully launched product platforms that currently maintain 

more than 90 percent share in the multi-billion dollar eReader market. His 25 years of 

experience in the electronics industry include marketing LCD, CRT, TFEL, OLED, LED, 

Plasma and ePaper displays into the mobile, industrial, medical, signage and TV markets. 

He earned a BSEE, a MBA and a Post Graduate Diploma in Management. Previously, 

Peruvemba held senior level positions atSharp, TFS Inc, Planar Systems and Suntronic 

Technology. 

Company Summary: Our vision is E Ink on every smart surface. Our ePaper technology saves money, trees, time 

and energy. Compared to other display technologies, E Ink’s dual pigment electrophoretic technology available via 

E Ink Pearl and E Ink Triton display platforms, offers the best digital reading experience. These displays are easy 

on your eyes, sunlight readable, thin, light and can take unique shapes. With E Ink, you See More. E Ink’s FFS 

Technology based LCD products are the display of choice in the most popular Tablet/Slate and other mobile 

devices. FFS LCD allows longer battery life, better response time, best viewing angle among 

all LCD technologies and the widest color gamut. E Ink’s LCD and ePaper technologies 

maintain technology leadership by innovating, collaborating and mass-producing eco-friendly 

products for consumer applications, globally. 

What do you think is the single most important factor that is currently causing the displays industry to 

change? The need for information and entertainment at any time in any place using less power, is causing the 

major changes in the display industry and these changes include better picture quality for better entertainment, for 

better reading and information delivery, thinner and lighter displays to make mobile devices last longer and make 

them more portable, flexible and rugged displays to take them where no display has been before, displays in nonrectangular 

forms designed into non-flat surfaces to make surfaces smart, displays that convey information outdoors 

and indoors and displays that use less material, more eco-friendly, saving trees and energy. 

>>>>>>>>>>>>>>>>>>>>


Xu Ouyang, VP Sales & Marketing, Tianma 

Xu Ouyang leads the global sales organization of Tianma Micro-electronics, a leading LCD and LCM manufacturer 

in China focused on mobile products. He has over 20 years of experience working in China’s electronics industry 

and has held management roles in several multinational companies. He is also a member of the Board of Directors 

of NLT LCD Technology Ltd., in Japan. 

Company Summary: Tianma Micro-electronics Co. was founded in 1983 and in publicly traded on the Shenzhen 

Stock Exchange (SZ.000050) since 1995. We specialize in the design, manufacturing, and supply of high quality 

LCD and LCM products. Our front to backend operations are completely in-house spanning from Research & 

Development, Design to Manufacturing, and Production to Sales with 27+ years of experience and strong growth. 

Affiliated companies within our Tianma Group include Shenzhen Tianma, Shanghai Tianma, Shanghai AVIC, 

Chengdu Tianma, and Wuhan Tianma; combined to make up our state-of-the-art STN-LCD, CSTN-LCD, TFT- 

LCD, AMOLED, and CF production lines. Our branch offices include Tianma USA, Tianma Europe, and Tianma 

Korea to offer world-class global support. Tianma supports a wide range of applications in Mobile Phone, 

MP3/MP4, Automotive, Industrial, Medical, Home Automation, and others. We are 

fully capable of custom design display to meet our customers’ need around the world. 

We are the leader of small-to-medium size displays in Technology, Quality, 

Competitive Pricing, and long-term Support. 

8


Mike Hack, GM, OLED Lighting & Custom Displays, Universal Displays 

Michael Hack is Vice-President and General Manager of OLED Lighting and Custom Displays 

at Universal Display Corporation. He is responsible for developing and commercializing 

advanced high efficiency next generation OLED products, with a special focus on flexible 

display applications and solid-state lighting. Prior to joining UDC in 1999, he was associated 

with dpiX, a Xerox Company, where he was responsible for manufacturing flat panel displays 

and digital medical imaging products based on amorphous silicon TFT technology. Dr. Hack 

received his Ph. D. degree from Cambridge University, England in 1981 and in 2007 Dr. Hack 

was elected a Fellow of the Society for Information Display. 

Company Summary: Universal Display Corporation is a leader in developing and delivering 

state-of-the-art, organic light emitting diode (OLED) technologies, materials and services to 

the display and lighting industries. Founded in 1994, the company currently owns or has exclusive, co-exclusive or 

sole license rights with respect to more than 1,400 issued and pending patents worldwide. Universal Display 

licenses its proprietary technologies, including its breakthrough high-efficiency UniversalPHOLED phosphorescent 

OLED technology that can enable the development of low power and eco-friendly displays, to manufacturers of 

products for display applications, such as cell phones, portable media devices, tablets, laptop computers and 

televisions, and specialty and general lighting products. The company also develops and offers high-quality, stateof-the-art 

UniversalPHOLED materials that are recognized as key ingredients in the 

fabrication of OLEDs with peak performance. In addition, Universal Display delivers 

innovative and customized solutions to its clients and partners through technology 

transfer, collaborative technology development and on-site training. 


change? OLEDs! -- I truly believe that OLEDs are having a major positive impact on the display industry. They 

are already enabling superior display products on account of lower power consumption, and stunning visual 

performance. They will soon be available with very unique form factors, such as transparent and thin flexible 

displays, that will really transform the industry over the next few years. 

>>>>>>>>>>>>>>>>>>>>


Session 2 – Do OLEDs and Oxide TFTs Change the Display Market Outlook? 

Max McDaniel, Chief Marketing Officer, Display Business Group, Applied Materials 

Max McDaniel is the Chief Marketing Officer of Applied Materials Display Business 

Group. He has held engineering, marketing and financial management roles in high-tech 

equipment companies for over 20 years. Mr. McDaniel has been at Applied Materials 

since 2003. Prior to joining Applied Materials he served over twelve years at Watkins- 

Johnson, a Semiconductor and LCD equipment manufacturer, where he worked in R&D, 

engineering, and marketing roles. He holds a Bachelor’s degree in Physics from the 

University of California, Santa Cruz, and an MBA from Washington University in St. 

Louis. 

Company Summary: Since 1993 Applied Materials Display Group (AKT) has been a 

leader in display technology and a top equipment supplier to the TFT-LCD industry. We 

provide PECVD, PVD, and test equipment for manufacturing display thin-film transistors (a-Si, LTPS and metal 

oxide), color filters and touch panels. Nearly every LCD display in use today was made using Applied Materials’ 

equipment. As displays become more diverse and ubiquitous, Applied 

Materials applies our expertise to emerging display technologies such as 

touch panel, OLED and flexible substrates, providing solutions for what will 

drive the future of the visual experience. 


change? Mobile applications driving rapid adoption of new display technologies. 

++++++++++++++++++++++++++++++ 

SID Business Conference Series Reception 

Please join us at 5:45 PM on June 4 for a cocktail and networking 

reception for all attendees to the SID Business Conference: 

Don’t miss this opportunity to network with professionals from across 

the display industry! 

10


Bruce Berkoff, Chief Marketing Officer, CBRITE 

Bruce Berkoff is a display veteran for over 2 decades, having been EVP/CMO of LG 

Philips LCD for over 6 years, (and later on the Board of Directors of LG Display), helping 

to launch some of the world’s largest TFT LCD fabs and create broad new markets like 

those for wide screen LCD monitors and LCD TVs, as well as helping to take LPL public. 

Mr. Berkoff was also CMO & strategy officer of the Energy and Display Systems division 

at Applied Materials, and has held senior management and marketing position in 

companies from Ascent Solar to Philips Components, and is also currently Chairman of the 

LCD TV Association. Mr. Berkoff is well-known for his visionary keynote addresses and 

panel chairmanships and other roles at display industry events. Mr. Berkoff holds 

undergraduate and graduate degrees in physics and biophysics from Princeton and the 

University of California, Berkeley, respectively, and has display-related patents both 

granted and pending in the U.S. and China. 

Company Summary: Large scale commercialization of high Pixel Per Inch (ppi) TFT-LCD or any type of 

AMOLED displays depends on the successful development of an economical and technically suitable backplane 

technology. Currently, backplanes for these advanced displays are fabricated with a process using Low 

Temperature Poly-Silicon (LTPS). The fabrication of LTPS backplanes involves a complex and costly process, as 

well as expensive new equipment. LTPS also suffers from inherent pixel-to-pixel non-uniformity and thereby 

unacceptable defects in the image, or the use of many more transistors per pixel (raising the cost again). This nonuniformity 

is caused by the fact that the size of the Silicon grains in LTPS is comparable to the TFT channel width. 

CBRITE has developed a new metal oxide display backplane technology that requires 

minimal new CAPEX, if any, is scalable and delivers high performance displays 

today, essentially overcoming ALL of the shortcomings of LTPS technology for high 

ppi TFT-LCDs and/or AMOLED applications. 


change? We believe the single most important factor causing the $100B display industry to change today is the 

necessity of a high performing and cost effective new backplane technology for AMFPDs (whether they be 

AMLCDs or AMOLEDs). What the world needs is LTPS performance at aSi prices. Everyone is trying to make 1 

type of metal oxide work to try and fit this need, IGZO, but only CBRITE has a developed a unique set of processes 

and materials to deliver far better performance at the best possible costs and lowest CAPEX, thus bringing the 

industry a giant step toward this new goal, and a thus new roadmap for the next 10-20 years. 

>>>>>>>>>>>>>>>>>>>>


Barry Young, Managing Director, OLED Association 

As managing director of the OLED Association, Barry Young addresses such issues as the 

development of industry standards for OLED display and lighting, promotion of the 

technology and the resolution of industry-wide technical issues. He serves CEO of Young 

Market Research, where he produces a comprehensive report on the LED supply chain, 

characterizing the 100+ LED producers in terms of reactors, wafers, die capacity, yielded 

die and die revenue. The report featured an analysis of the MOPCVD tool makers. He is 

also working with a group of suppliers to establish the first US-based manufacturer for 

OLED lighting. Barry was a featured speaker at the16th CLSA Investors’ Forum and the 

World Knowledge Forum in Korea. A founder and longtime principal, senior advisor and 

consultant with research firm DisplaySearch, Young is a leading authority on OLEDs and 

flexible displays, has visited and consulted with most OLED manufacturers around the 

world. Young’s work has been published in many technical journals and he has spoken 

extensively around the world about the display industry. Before joining DisplaySearch, he was CEO and president 

of OWL Displays, where he co-developed innovative driver technology for a-Si and p-Si TFT-LCDs and was 

awarded key patents for driving low-temperature polysilicon TFT-LCDs. He has also served as vice president and 

general manager of Tandem’s integrity systems division. Young’s career also includes time as managing partner at 

Booz Allen & Hamilton, executive vice-president at Wells Fargo Bank, senior vice-president at Citibank, and 

president and CEO of Lexar, an early developer of an all-digital PBX. He has a business degree from CUNY and 

has performed graduate work at George Washington University. 

Company Summary: The OLED Association (OLED-A) provides a forum for the interchange of technical and 

market information. Our membership includes companies involved in small-molecule OLED technology and 

polymer technology (PLED or light-emitting polymers). OLED-A serves its membership by fostering the rapid 

development of OLED technology and OLED products; serving as a resource on OLED 

markets and products for media and investors; functioning as a catalyst in the development of 

standards for OLEDs; and providing a forum to promote and market OLED technology 

products. 


change? The industry is trapped between slow growth in TVs, Monitors and Notebooks that have traditionally 

driven supply and a structure that depends on the continued improvement in productivity of large area fabs, which 

are now in an oversupply condition. The current application growth is in smart phones and tablets where it takes 

~90 smartphones or ~20 tablets to use the same area as a 42-inch TV. 

12


Yasuhiro Ukai, Principal, Ukai Display Device Institute 

Yasuhiro Ukai will address the challenges and progress in commercializing oxide TFTs for 

both LCDs and OLEDs along with changes to device structures and process flows. Dr. Ukai 

is one of the technical pioneers in LCDs having focused on a-Si TFT LCDs and compound 

semiconductor thin films from 1968 when he joined Hosiden Electronics. In 1999, he joined 

Sony and worked at its LTPS TFT LCD JV with Toyota, STLCD, where he made 

significant contributions to its mass production LTPS technology. He served as Chief 

Distinguished Engineer and Deputy General Manager of Display Device R&D at ST LCD, 

working on both TFT LCD technology strategy and development. He retired from Sony in 

2008 and started the Ukai Display Device Institute, which is a display technology consulting 

firm. 

Company Summary: UDDI (Ukai Display Device Institute) is not a company to a shop name. I am an individual 

and am acting as flat panel display (FPDs) and touch panels (TPs)-related technical consultant. My consultant's 

objects are each device, parts, materials, equipment, and a market trends. I am also doing the member of editorial 

board of a technical magazine, the program committee of a related society, and contribution of technical description 

to a technical magazine in addition to consulting service. 

I have been engaged in R&D and industrialization of FPD for 30 years or more. The flat TV which was the FPD 

engineer's old dream was also put in practical use. However, it is for the developed technology not to produce 

profits but to produce a big deficit. I think that the process and production technology exciting in consumer eyes 

which carry out product development and can moreover harmonize with natural environment are important for 

development of future FPD. I would like to contribute to realization of the society by which an engineer's R&D 

result is evaluated. 

>>>>>>>>>>>>>>>>>>>>


Session 3 – Other Game Changing Innovations Improving the 

Display Market Outlook 

Wei Lung Liau, AVP of Display Technology Development Center, AUO 

Wei-Lung Liau is currently Associate Vice President of AUO Display Technology 

Development Center. Wei-Lung joined AUO in 1998 and had worked in the LCD fabrication 

facility until 2005. In December 2005, he was appointed to head the Advanced Display 

Technology Research Center and was in charge of novel technologies development. Wei- 

Lung now leads the Display Technology Development Center and is responsible for the 

technology development of 3D display, Polymer Stabilized Vertical Alignment, and flexible 

display. 

Company Summary: AU Optronics Corp. (AUO) is one of the world’s leading providers of 

display total solutions. AUO offers a full range of panel sizes and comprehensive applications 

ranging from 1.2 inches to 71 inches. Based on its profound R&D and manufacturing experience, AUO continues 

to develop advanced display technologies of the next generation. AUO now houses a staff of more than 45,000 

employees, with global operations in Taiwan, Mainland China, the U.S., Japan, South Korea, Singapore, the 

Netherlands, Czech and Slovakia. Additionally, AUO is the first pure TFT-LCD manufacturer 

to be successfully listed at the New York Stock Exchange (NYSE). AUO has also been named 

to Dow Jones Sustainability World Index for two consecutive years from 2010 to 2011. 


change? The desire for even more realistic and user-friendly viewing experience is one of the key factors driving 

the display industry for change. Aware of this demand, along with a passion for innovation, AU Optronics has 

worked continuously to develop more advanced 3D technologies. From AUO’s proprietary 3D technology that 

simply required the audience to put on a pair of lightweight pattern retarder glasses, AUO has made even further 

strides in the development of glasses-free 3D technology. Enhancements were made in the AUO-patented display 

architecture and image rendering algorithm to realize high-resolution and deadzone-free glasses-free 3D solutions. 

Viewers are presented with the most genuine 3D images that are vivid and lifelike to the eyes. 

Display Week 2013 

Vancouver, British Columbia, Canada 

May 19-24 

14


Jason Hartlove, CEO, Nanosys 

Jason Hartlove joined Nanosys in 2008 with a proven track record of turning emerging 

technologies into successful commercial products. Prior to joining Nanosys, he was 

president of MagnaChip Semiconductor in Seoul, South Korea, where he led a transition 

of the company from an internally focused former division of Hynix Semiconductor into 

an independent multinational company. Mr. Hartlove is the author of more than 20 

patents, including the winner of the Hewlett Award in 2004 for best patent at Agilent 

Technologies. Mr. Hartlove holds a B.S.E.E. from UCLA and has completed graduate 

work at the Anderson School of Management at UCLA. 

Company Summary: Consumers want a lifelike experience in their handheld devices. 

Color performance, the next major differentiator in the mobile market, will bring a 

stunning new visual experience to the consumer and a great new value proposition to the manufacturer. Most 

current displays are only capable of displaying 20 to 30 percent of the color spectrum visible to the human eye. For 

users, this means the visual experience on their display is inferior to what they see in the world around them. 

Designed as a simple diffuser sheet replacement for any LCD backlight unit, Nanosys’ QDEF creates an ideal white 

light source for LCDs. The result is stunning color and a more lifelike user experience. Browsing through photos 

on a QDEF enhanced device is like holding a stack of professional prints. 

Watching a movie is akin to a private screening at a Hollywood studio. 


change? Consumers want a more lifelike experience from their favorite devices whether it's their TV or tablet. 

High resolution was a step in that direction, but rich, lifelike color will be the next must have feature for displays. 

The panel makers who adopt it first will stand out in a crowded marketplace. 

>>>>>>>>>>>>>>>>>>>>


Mary Lou Jepson, CEO, Pixel Qi 

Mary Lou Jepson was named one of the 100 most influential people in the world by Time 

Magazine for her work in creating One Laptop per Child (OLPC) where she led the 

engineering, architected the design of the $100 laptop and started the organization (with 

Nicholas Negroponte). Wired Magazine credits her laptop architecture design with starting 

the low-cost laptop revolution; these low-cost laptops now comprise about 1/4 of the entire 

laptop market just two years after mass production commenced. Mary Lou founded Pixel Qi 

Corporation in 2008 in an effort to bring OLPC's display and power management innovations 

to the vastly larger commercial market. Previously, Mary Lou also co-founded MicroDisplay 

Corp. and served as its CTO for 8 years; served in executive management at Intel 

Corporation; and on the faculty at both MIT (Cambridge, MA) and RMIT (Australia). Mary 

Lou earned a Ph.D. in Optics, a BSEE and a BA in Art (req.) all from Brown University as well as a MS in 

Holography from the MIT Media Lab. She has won numerous awards for her contributions including the 2011 

Edwin Land Medal from the Optical Society of America, and the 2011 Anita Borg "Women of Vision" Award for 

Innovation. 

Company Summary: Our team members have been creating advanced display technologies for decades. Pixel Qi 

has assembled some of the top display designers in the world. We have come together to create innovative display 

architectures that can use existing manufacturing lines to allow rapid scale-up and competitive cost structure. The 

screens we have shipped already achieve seemingly impossible performance metrics, including extreme low power 

consumption, sunlight readability & low eyestrain. That just scatches the surface of what we can do: we have new 

architectures to drive power consumption down 100-fold, embed touch and motion sensing, move to flexible, 

bistability, and brighter-than-eink paper like look with full color and video, and create screens that need no cables. 

We design all layers of the LCD, including each and every metal and oxide mask, the liquid crystal material and 

mode, the optical films, the driving scheme and the backlight structure. Through an innovative approaches we 

create screens with new and extraordinary performance. 

and...These screens can quickly ramp into high volume mass production quickly with high 

yields and excellent cost structure 


change? In our vision, new displays, with integrated touchscreens, and wireless capability are the future. Displays 

on computers should not be just small televisions – although the ability to display HDTV-quality video is essential. 

Displays for computers need to be optimized to crisply display text, they need to be optimized for a reader just 30 

centimeters from the screen; they need to allow for widespread variations in ambient lighting; they need to support 

lowering the overall power consumption of the entire device. (Mary Lou Jepson – January 2008) 

>>>>>>>>>>>>>>>>>>>>


Clarence Chui, SVP & GM of Qualcomm MEMS Technologies, Inc., Qualcomm 

Clarence Chui is senior vice president and general manager of Qualcomm MEMS 

Technologies, Inc. (QMT), a wholly owned subsidiary of Qualcomm. QMT has 

commercialized mirasol® displays, an industry-transforming technology that uses 

interferometric modulation (IMOD), based on micro-electro-mechanical systems (MEMS) to 

create low power, reflective color displays that are visible in virtually any environment and 

capable of video rate response times. In his role, Dr. Chui is charged with overseeing the 

continued evolution and development of the technology, as well as establishing a strong 

commercial presence in mobile consumer devices. Previously, Dr. Chui served as senior vice 

president of engineering for QMT, overseeing the MEMS Research and Innovation Center 

(MRIC) and the core research and development activities. Here, Dr. Chui played a significant role in leading the 

development of capabilities to help shape business strategy and divisional financials. His areas of responsibility 

included core MEMS display technologies as well as panel process manufacturing, module manufacturing, systems 

and product development. Dr. Chui joined Qualcomm with the 2004 acquisition of Iridigm Display Corporation, 

where he was a senior director of engineering. Prior to that position, Dr. Chui served as director of array 

engineering, with responsibility for the development and design of all core MEMS technology architectures. Dr. 

Chui originally joined Iridigm in 1999 as a principal design engineer, and was tasked with defining the firstgeneration 

IMOD device architecture. Dr. Chui received a bachelor’s degree in mechanical engineering from the 

University of Michigan and M.S. and Ph.D. degrees in mechanical engineering from the Massachusetts Institute of 

Technology (MIT). 

Company Summary: Qualcomm MEMS Technologies, Inc. has developed the industry's first color micro 

electrical/mechanical systems (MEMS) display for mobile devices—a true technological innovation that offers low 

power consumption and superb viewing quality in a wide range of environmental conditions, including bright 

sunlight. The displays work by reflecting light where specific wavelengths interfere with one another to create 

color. The phenomenon that makes a butterfly's wings shimmer, Interferometric modulation (IMOD), is the same 

process used in mirasol displays. Qualcomm's mirasol displays require no backlighting 

and therefore consume significantly less power than standard displays in portable 

devices. 

>>>>>>>>>>>>>>>>>>>>


Session 4 – Financial and Market Analyst Perspectives on the Display Industry 

David Barnes, Principal, BizWitz 

David Barnes is an expert in decision support and capital investment with experience advising 

multi-national boards on a variety of questions concerning display, imaging and lighting 

technologies. He has supported joint venture formations, M&A valuations, intellectual 

property transactions, market entries and initial public offerings on three stock exchanges. As 

a Principal at BizWitz LLC, he helps clients select and focus on profitable market 

opportunities. 

Company Summary: BizWitz helps clients make profitable decisions regarding technology 

development, IP valuation, project finance, market entry and margin improvement. Analysts 

in Asia, Europe and the Americas apply technical and financial expertise to real-world 

business problems faced by executives today. Examples of recent assignments include market 

entry for flexible substrates, business valuation for barrier films, cost analysis for 

organic electronics and patent-IP strategy for metal-oxide TFT fabrication. Such 

projects are conducted confidentially using a variety of research methods and the results 

are tailored to the needs of each client. 


change? LCD manufacture has proven uneconomic from an investor’s perspective. Thus, leading producers seek 

ways to lever their capabilities and assets for raising barriers against their followers. Behind such barriers, leaders 

hope to construct a new display industry. The benefits of such new industry and how many may enjoy them remain 

uncertain, however. 

>>>>>>>>>>>>>>>>>>>>


Jed Dorsheimer, Managing Director & Senior Analyst Principal, Canaccord Genuity 

Jed Dorsheimer serves as Managing Director & Senior Analyst at Canaccord Genuity and is 

also an Advisory Board Member for Quanlight and Group IV Semiconductor. Forbes 

Magazine ranked Jed at #1 out of 105 analysts in stock picking performance in the 

semiconductors and semiconductor capital equipment space in 2006 and since then Jed has 

expanded into solar and displays and deepened his coverage of LED and lighting stocks. Jed 

regularly appears on CNBC and acts as a lighting advisor to the William J. Clinton 

Foundation's Climate Initiative focused on reducing greenhouse gas emissions. 

Company summary: Canaccord Genuity is a global investment bank focused on growth companies, with 

operations in 24 cities worldwide and the ability to list companies on 10 stock exchanges. Canaccord Genuity is 

the global capital markets division of Canaccord Financial Inc., offering institutional and corporate clients ideadriven 

investment banking, research, sales and trading services. We are committed to providing valued services to 

our clients throughout the entire lifecycle of your business and operating as a gold standard independent investment 

bank – expansive in resources and reach, but targeted in 

industry expertise, market focus and individual client 

attention. 

>>>>>>>>>>>>>>>>>>>>


20


21


Links 

IMS Conferences http://www.imsconferences.com 

Society for Information Display http://www.sid.org 

Applied Materials http://www.appliedmaterials.com 

Asahi Glass http://www.agc.com 

AUO http://auo.com 

BizWitz http://www.bizwitz.com 

Canaccord Genuity http://www.canaccordgenuity.com 

CBRITE http://cbriteinc.com 

Corning Display Technologies http://www.corning.com/displaytechnologies/ 

E Ink http://www.eink.com 

IHS iSuppli http://www.isuppli.com 

IHS http://www.ihs.com 

IMS Research http://www.imsresearch.com 

Nanosys http://www.nanosysinc.com 

National Securities http://www.nationalsecurities.com 

NPD DisplaySearch http://www.displaysearch.com 

OLED Association http://www.oled-a.org 

Pixel Qi http://www.pixelqi.com 

Qualcomm http://www.mirasoldisplays.com 

Tianma http://www.tianma.cn/english/ 

Ukai Display Device Institute 

Universal Displays http://www.universaldisplay.com 

http://www.displayweek.org 

22


Display-Industry Newsletters 

http://www.veritasetvisus.com 

23

Display Standard - Veritas et Visus

Create successful ePaper yourself

Delete template?

Save as template?