Presentation Abstracts

AGENDA

MAY 13th, 2025

Keynote Session

Speakers:

Ross Young, VP, Counterpoint Research
Display Market and Technology Outlook
This presentation will examine the health and outlook of the display industry. It will also examine display technology trends in 4 of the leading market segments – TVs, automotive, smartphones and IT. It will also examine the long-term outlook for the display market by application and technology, identifying which market segments and technologies have the most promising outlook.

Richard Kim, SVP Overseas Sales and Marketing Platform Officer, BOE Technology Group Co., Ltd.
Empower IoT with Display
BOE Technology Group SVP Richard Kim will discuss how BOE pioneers the vision of "Empower IoT with Display" by leveraging its self-developed ADS Pro technology to lead the development of high-end LCD display solutions. He will also outline BOE’s ​ESG-focused operational philosophy and management principles.

Dr. Eric Cheng, CEO, Tianma America, Inc.
Advancing Automotive Displays: Tianma's Role in the Evolving MarketTianma is a leading global supplier of advanced display solutions for smartphones, IT, industrial/medical, and automotive applications. Since the early 1990s, Tianma has been a committed partner to the automotive industry – today, nearly one in four cars worldwide features a Tianma display. This longstanding experience reflects the company’s mission to deliver high-quality, professional display solutions that meet the evolving needs of smart cockpits in modern vehicles.

In this keynote presentation at Display Week, Dr. Eric Cheng, CEO of Tianma America, Inc., will share insights into the growth of the automotive display market and Tianma’s pivotal role within the supply chain. The talk will examine key factors behind Tianma’s success in the automotive segment and outline the company’s ongoing commitment to automotive customers through continued investments in technology innovation and manufacturing capacity. Additionally, attendees will gain an overview of Tianma’s core automotive display technologies – from traditional a-Si and LTPS TFT-LCD to advanced AMOLED and emerging Micro-LED – illustrating how each is leveraged to address varying design and performance requirements in vehicles.

The keynote will also highlight Tianma’s latest innovations shaping next-generation vehicle displays. These include the ACRUS dual-screen solution for ultra-high contrast ratios (delivering true blacks comparable to OLED), new Mini-LED backlighting systems with local dimming and quantum dot color conversion for enhanced brightness and color gamut, and curved and freeform displays that enable more immersive cockpit designs. The presentation will discuss specialized privacy displays and InvisiVue™ hidden displays, which appear seamless or invisible until activated, as well as ARIES ultra-low reflection technology for improved visibility in bright environments. Finally, the speaker will introduce stacked-layer OLED devices and advanced head-up display (HUD) concepts – including 3D HUD and panoramic HUD systems – demonstrating Tianma’s forward-looking approach to enriching the in-car user experience.

Each of these topics underscores Tianma’s commitment to empowering the automotive industry with innovative, reliable display solutions that drive the future of smart cockpits.

Dr. Indrajit Lahiri, Corporate VP & General Manager, OLED Patterning Business Unit, Applied Materials
MAX OLED Solution: Enabling the next generation of OLED manufacturing
The display industry is going through a major technology transformation. After more than two decades of LCD dominance, OLED adoption is growing. In smartphones, OLEDs have already exceeded 50% market penetration. Now panel and set makers are focused on increasing OLED adoption in larger screens such as tablets, notebook, monitors, and, eventually, TVs. So far adoption in these larger screens has been slow, because of challenges to scale up the fine metal mask (FMM) technology that is used in mobile phones to large glass substrates. At the same time, the blanket-layer OLED technologies have achieved very limited adoption in TVs because they are too expensive and do not perform as well as true RGB OLED.

To help solve these problems and to accelerate OLED adoption in all screen sizes, Applied Materials, has developed the MAX OLED™ Solution. The MAX OLED™ solution enables OLED display manufacturing on larger glass panels, bringing the superior display technology found in high-end smartphones to tablets, PCs and TVs. It provides patented OLED pixel architecture and a dramatically different manufacturing approach to improve all types of OLED displays, making them even brighter, clearer, more energy-efficient and longer-lasting. The integrated system combines the OLED deposition and encapsulation technologies needed to mass-produce superior OLED displays.

In this presentation, I will discuss the technology inflections in the industry and how Applied’s enabling technologies, including the MAX OLED Solution, will catalyze the large area OLED wave.

Smartphone Display Market Evolution and Outlook

Speakers:

Gerrit Schneemann, Senior Analyst, Counterpoint Research
Global Smartphone Update: Tariffs and Beyond
This presentation will give an update on the changed smartphone outlook for the year, considering the fast-changing tariff situation in the US. The presentation also covers the increasing penetration of GenAI capabilities across price segments, the outlook for the foldable smartphone market in the near term and the continued premiumization trend globally.

Michael G. Helander, Co-Founder and CEO, OTI Lumionics
Cathode Patterning Applications in Next Generation Mobile Displays
OLED displays have become a standard feature in high-end and many mid-tier mobile devices. To further enhance the value of OLED displays in these devices, it's essential to focus on advancing user experiences. Achieving these improvements requires innovations in materials, manufacturing processes, and panel designs. This presentation will explore the latest trends in next-generation mobile displays and highlight the critical role of cathode patterning technology in driving the development of new and enhanced user experiences.

Dr. Michael Hack, Vice-President of Business Development, Universal Display Corporation
Energy Efficient Phosporescent OLEDs for a Sustainable Tomorrow

Why Automotive Displays Are Poised to Break Out and How They Will Evolve

Speakers:

Greg Basich, Associate Director, Counterpoint Research
Automotive Industry and Display Trends: Trade Uncertainty and Evolving Digital Cockpits
This presentation provides an update on automotive industry trends, including vehicle sales, taking into the rapidly changing trade environment. It also focuses on automotive display trends for center information displays, instrument clusters, and head-up displays (HUDs).

Dr. Siegfried (Siggi) Dirr, Head of Strategic Business Development, Elektrobit
The Next-Gen Digital Cockpit
Innovative in-vehicle displays offer seamless design, advanced technologies, efficient use of energy and cost-effective haptic systems. In this session, Elektrobit’s Dr. Siegfried Dirr will discuss the company’s agile and iterative approach to developing a unique UX cockpit prototype integrating Android Automotive, Unreal Engine and generative AI for personalized voice interactions for a seamless software experience with automotive cockpit HPC hardware and middleware. Dr. Dirr will demonstrate unique software solutions that enable an HMI design that can evolve over the vehicle lifecycle, offering flexibility for branding, localization and customization requirements.

Dr. Ran Ruby Yan, Head of IoT Sensor & Display, ID & Security, GlobalFoundries, Yuichi Motohashi, Sr Mgr/Dep Director End Markets, GlobalFoundries
Driving the Future: Innovations in Automotive Display Driver
As the automotive industry rapidly evolves towards smarter, more connected vehicles, the role of display technology has become increasingly critical. This talk will explore the latest innovations in automotive display drivers, highlighting how they enhance user experience, improve safety, and support the integration of advanced driver-assistance systems (ADAS).

We will delve into the challenges faced by automotive display drivers, including the need for high-resolution graphics, low power consumption, and robust performance in diverse environmental conditions. Attendees will learn about cutting-edge technologies such as OLED and microLED displays, which offer superior contrast and color accuracy, and how these technologies are being integrated into next-generation vehicles.

Additionally, we will discuss the importance of seamless connectivity between display drivers and various vehicle systems, enabling real-time data visualization and interaction. The talk will also cover the implementation of adaptive display technologies that respond to changing driving conditions and user preferences, enhancing both functionality and safety.

Dr. Reza Chaji, Co-Founder and CEO, VueReal
MicroLED - Redefining Applications Beyond Performance, Reliablity & Efficiency

MAY 14th, 2025

Display Technologies Shaping the TV Market

Speakers:

Bob O'Brien, Research Director, Counterpoint Research
Premium TV Battles – Survival of the Fittest
The premium TV market is characterized by a technology battle correlated with a brand battle. In display technology, the three-way competition between White OLED, QD-OLED and MiniLED technologies continues to push to ever-higher performance. In the brand battle, rising Chinese brands vie for the top tier, challenging the Korean brands that have dominated the market. On the demand side, consumers appear to be choosing value over performance.

In this presentation, as a prelude to the panel session later in the conference, we will also cover the landscape of the US end market for display products, and the potential effect of the Trump tariffs on display products and the wider display industry

Paul Nangeroni, Sr. Director of Product Management, Roku Devices
Picture Quality from the Eyes of a Mainstream TV Streamer
The world of TV is at an inflection point. Streaming surpassed cable viewership all the way back in 2022 and is poised to surpass the sum of cable and broadcast viewership within the next year. While undoubtedly beneficial for consumers, a reliance on streamed content also presents new challenges and opportunities for manufacturers seeking to deliver the best possible front of screen experience, for the lowest cost, to the most people. In this talk, Paul Nangeroni - Senior Director of Product Management at Roku - will delve deeper in the macro trends driving this shift, the technical challenges it presents for the display industry, and the different ways Roku and others are applying software and hardware to overcome them.

Dr. ZhongSheng Luo, VP Sales and GM Product Development, Nanosys
Defining the True Quantum Dot Experience for Television
Quantum dot technology has reshaped the TV landscape — delivering richer color, dazzling brightness, and sharp motion clarity to millions of homes worldwide. As the leading producer of quantum dots globally, we’ve seen firsthand how QD-enabled displays have unlocked a new era of picture quality, helping to set the standard for premium TV performance. In 2024 alone, more than 25 million QD TVs shipped worldwide, underscoring strong consumer demand and sustained market momentum.

But with success comes responsibility. As more brands adopt QD branding, there’s a growing need to clearly define what makes a true QD experience. Some products deliver only partial QD benefits, while others risk misleading consumers by using the QD name without delivering the performance QD technology is known for. In this talk, we’ll outline the essential ingredients of the full QD experience — and why it matters. We’ll also highlight how quantum dots are evolving beyond color, enabling new innovations in display architecture and unlocking broader opportunities for value creation across the TV ecosystem.

Far from a niche enhancement, QD is becoming the foundation of the next generation of TV — and we believe the best QD experiences are still ahead.

Dr. James Murphy, Chief Scientist, Edison Innovations
KSF Narrow-Band Phosphor in Luminescent Color Filters and Next-Generation MiniLED and MicroLED Displays

MicroLED Display Commercialization

Speakers:

Dr. Guillaume Chansin, Associate Director, Counterpoint Research
XR Display Market and Opportunities for MicroLED
This presentation will give an overview of the XR display market, highlighting the technologies that are gaining market share in AR and VR. Although AR is currently a niche segment, it is expected to grow at a much faster rate than VR. However, there is not a single technology that can currently address all the requirements. Meta and Google have recently demonstrated fully functioning MicroLED smart glasses, but they have yet to be commercialized. We will examine the opportunities for MicroLED in XR and the remaining challenges facing the industry.

Pierre Laboisse, CEO, Aledia
3D Nanowire a unique technology for high end AR microdisplays
Artificial Intelligence (AI) has propelled Augmented Reality (AR) to new heights over the past year, revolutionizing real-time rendering, object recognition, and immersive user interactions.

Aledia is at the forefront of this transformation, redefining AR experiences with groundbreaking advancements in 3D nanowires, native Red, Green, and Blue (RGB) directionality and pixel size reduction. By achieving an unprecedented 2-micrometer pixel size, Aledia is setting a new standard for MicroLED microdisplays—delivering unmatched resolution and compactness. This breakthrough is a game-changer for AR devices, where space, power efficiency, and image clarity are paramount. Innovations in native RGB directionality ensure each color channel is perfectly aligned, producing ultra-sharp, vividly vibrant images that elevate AR to an entirely new level of immersion.

Aledia’s cutting-edge 3D nanowire technology on 8” silicon is the key to the ultimate MicroLED microdisplay, checking all the boxes: ultra-low power consumption, cost efficiency, and superior performance.

Ian Jenks, Chairman and CEO, Smartkem
Changing the World of Electronics: Unveiling a Breakthrough in Transistor Technology for the Future of MicroLED Displays
Smartkem Chairman and CEO Ian Jenks is going to present the latest advancements in Smartkem’s organic thin-film transistor technology that have the potential to transform the electronics landscape. This presentation will spotlight Smartkem’s strides toward CMOS transistors and the unveiling of its latest cutting-edge innovation: the MicroLED Smart Backlight. The “MiP4” is a package of four MicroLEDs integrated using Smartkem’s trailblazing chip-first architecture and proprietary interlayer dielectric materials. Discover how Smartkem’s TRUFLEX® semiconductor platform is poised to deliver the next generation of displays.

David Lewis, Chief Executive Officer, InZiv
From Promise to Product: Enabling microLED Commercialization via High-Throughput EL Inspection
Commercializing microLED displays means overcoming technical and economic hurdles—chief among them, lagging yields. Although chip design and mass transfer are contributing factors, a major cause for low yields is the lack of effective testing and inspection equipment for microLED wafers. High-throughput electroluminescent (EL) inspection has emerged as a differentiating strategic advantage, which can unlock the promise of microLED display technology. This presentation will review the unique challenges of microLED inspection and how testing innovation leads to scalable manufacturing – accelerating time-to-market for AR applications, automotive displays, premium TVs, and more.

Simon Jones, Co-Founder and Chair, Pixel-Flo Ltd.
Continuous Flow Mass Transfer: A Cost Breakthrough for MicroLED
The talk will provide an update on the mass transfer challenge and how it is limiting the rate of adoption of microLED. It will illustrate the importance of achieving an extremely high throughput from the LED wafer right through to the display panel assembly. Continuous Flow Mass Transfer will be introduced as a revolutionary new manufacturing approach to achieve this. The audience will be invited to see prototypes and demonstrations at Pixel-flo’s I-Zone display.

How the IT Display Market is Likely to Evolve

Speakers:

David Naranjo, Associate Director, Counterpoint Research
IT Market Trends and Outlook
This presentation will summarize Counterpoint Research’s latest results and provide our 2025 – 2029 outlook for IT displays with a view of OLED and MiniLED LCD notebook PCs, tablets and monitors versus standard display shipments and how these display technologies are expected to evolve and grow and much more.

Dr. Georg Bernatz, Global Head of Technical Marketing OLED, EMD Electronics
Advancements in OLED Materials for IT Displays
The application of OLED displays in IT devices is a rather recent trend, with impressive products entering the market and remarkable market growth.

However, this evolution brings forth significant challenges regarding OLED display lifetime and performance. Key requirements include enhanced efficiency, a wide color gamut, minimized pixel
crosstalk, and the ability to support high and also variable refresh rates.

At the heart of these advancements are OLED materials, and thus also our deep understanding of the links between molecular structure, physical properties and front of screen performance. The implementation of tandem architectures further complicates these relationships.

In this presentation, we will provide a comprehensive overview of our innovative approaches to OLED material development, supported by specific case studies and success stories that illustrate our contributions to the field. Join us as we explore the future of OLED materials and its transformative impact on IT applications.

Jan Blochwitz-Nimoth, CEO, beeOLED
Lanthanide OLED Emitters: A Novel Advanced Blue Materials Concept and its Potential Impact on the OLED Business
Using Lanthanide intermetallic emitters and their perfect blue emission characteristics for OLED has long been an unattainable dream. The primary challenge has been achieving air-stability of these emitters without shifting their emission color from blue to green or even red and ensuring their ability to undergo vacuum sublimation, required for OLED mass production.

At beeOLED, we have developed breakthrough technologies that enable the use of Lanthanide-metal-ions for blue in OLEDs. Thanks to the inherent, long-term stability of inorganic materials, this new class of metal organic emitters offers the potential to achieve deep blue emission with 100% internal efficiency while simultaneously ensuring the longest OLED lifetime.

We will outline our approach and demonstrate our rapid progress. These materials can be vacuum-sublimed and achieve external quantum efficiencies exceeding 20% when used in advanced deep blue OLEDs. We will present data showing their outstanding stability. Our recent advancements will enable beeOLED® material sampling to key customers within a year.

Why is this important? The OLED display industry has long sought an advanced blue emission layer that matches the efficiency and lifetime of the other two primary colors green and red. Existing approaches, such as phosphorescent (triplet emission) and TADF emitters, face inherent material stability limitations. beeOLED® blue technology would significantly enhance display efficiency, extend mobile device battery life, and revolutionize OLED panel manufacturing - especially for IT and TV applications. By using only blue OLEDs and employing color conversion for the other primary colors, production processes could become significantly more efficient and scalable.

In this talk, we will also present a market-based analysis of the potential customer benefits of this innovation, drawing from available data (including insights from Counterpoint) and well-founded estimates. From this, we will introduce a concept we call ‘affordable cost,’ which translates the customer value of advanced blue OLED solutions into a feasible cost-per-gram for materials.

Dr. Oliver Haupt, Director Strategic Marketing, Coherent LaserSystems, Dr. Fa-Hsyang Chen, Manager of TFT Technology Development, Visionox

Progress on LTPS Backplane Technology for Next Generation OLED Display Panels

OLED displays today 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 move 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 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 are capable of processing up to a GEN8.7 OLED panel already now.

This presentation by Visionox, Coherent & AP Systems focuses on the pivotal technological innovations in the next-generation AMOLED manufacturing process, particularly the commercialization achievements of the Solid Laser Annealing (SLA) technology. Through strategic partnerships with Coherent and AP Systems, Visionox successfully applied SLA technology to the AMOLED mass production line for the first time in the industry, setting a significant milestone that goes beyond the limitations of display manufacturing technology.

The new technology was seamlessly integrated into Visionox's large-area OLED panel mass production line, allowing for cost-effective facility upgrades while maintaining the existing production infrastructure. This enables the high levels of automation and productivity needed for large OLED panel production and will contribute to upgrades across the entire industry. Through this announcement, the three parties aim to present the potential and value of SLA technology as the next-generation manufacturing standard for the display industry. The PYTHON laser and SLA crystallization system will establish themselves as core technologies that meet market demands for larger screens, higher performance, and superior user experiences, positioning Visionox as a global technology leader driving OLED manufacturing innovation supported by AP Systems and Coherent.

Trade and Tariff Panel

Panelists:

Vada Garcia, Specialist, Policy and Government Affairs, Consumer Technology Association (CTA)
Trade and Tariff Insights

Abhijit Kotnis, President & COO, Dixon Technologies (India) Ltd.
Trade and Tariff Insights

Joe Hedges, International Program Manager, San Jose Office of Economic Development
Trade and Tariff Insights

Yijun Huang, Strategy General Manager, Visionox
Trade and Tariff Insights