Ross Young's SID/DSCC Business Conference Market Analyst Presentation - 2020 A Year Like No Other
Автор: Ross Young
Загружено: 2020-10-07
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Available for the first time to the public, DSCC's CEO Ross Young DisplayWeek Business Conference presentation - " 2020 - A Year Like No Other". Ross examines how COVID-19 has impacted the display market and how the outlook for display revenues has changed over the next few years by application. Interestingly, Ross sees the display market outlook improved post-COVID compared to pre-COVID as WFH and LFH boost the slowest growing markets (tablets, notebooks and monitors) at a time when LCD capacity is shrinking, increasing prices and margins. He also looks at lessons from previous downturns and why this downturn is different as the pandemic has shown that we need our displays, like the internet, more than ever. He also answers key questions related to capex, LCD vs. OLED revenues, LCD vs. OLED smartphone shipments, rigid vs. flexible OLED volumes, OLED shipments by panel supplier and where Chinese suppliers are gaining share as well as major developments expected over the next 12-24 months that could shake-up the display industry.
Complete event agenda: https://www.displaysupplychain.com/ev...
Event proceedings download: https://sid.6connex.com/event/Display...
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