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FPD Equipment opportunities 2019 : Our view on opportunities for novel equipment in the display industry
Innovate or Die : Our view on the massive race in innovation in the display industry in 2019
QLED vs OLED 2018 : Our view on the ongoing competition between QLED and OLED
MicroLED : Our view on potential development of the MicroLED technology
Gen 10 implications on the supply chain : Our second piece on Gen 10 and a view on the supply chain impact
Scenarios 2018: Our new set of scenarios for development of the LCD, OLED and QD display markets
Gen 10 chaos : Our view on the impact of the roll out of Gen 10 fabs
The new frontier: Our view on the development of enhanced colour gamut displays: OLED and QD
Introducing a new electronic material : Our guide for materials companies seeking to introduce a new electronic material into the display industry
OLED Growth 2016 : Our view on the growth spurt given to OLED technology by the move of Apple to move iPhone to move to OLED from 2018 (or earlier). Our view on the technology trajectory and capital markets implications
Sharp and Foxconn : Our review of the Sharp and Foxconn deal from a displays perspective
Race to the bottom : A review of the industry changing commercial, technical and processing changes adopted by the display industry at the bottom of the cycle in preparation for the next upswing
Berzerkers : A review of the trade policy implications of Korean and Chinese players marauding into the FPD industry
Slinking into the future : David’s talk at SID 2015 giving a summary of 20 years of cycles in the display industry
Pivot through the dark times : Ian’s keynote at Electronic Displays 2015 addressing major shifts in the display industry, a weak 2015 H2 and future opportunities
Founderees : David’s talk at SID 2014 on strategic options for the display industry
LOPEC 2014 Market forecasting for printed electronics : David’s talk at LOPEC 2014 on market forecasting for disruptive technologies in displays and printed electronics
Touching Moments : Our Q1 2014 discussion on the state of the touch industry
Climate change : Our Q1 2014 discussion on the state of the industry using the allegory of climate change
LCD Limbo : David’s discussion at SID Business conference 2013 on the future of LCD and OLED technologies and the capital needed to get there
LCD vs OLED, which wins?: David’s discussion at the SID 2013 technical conference on LCD vs OLED. Who wins? Does technology matter?
Sharp Panasonic and Japan CE: Our strategic view on the ongoing woes of Sharp, Sony and Panasonic as of early December 2012
Glow and Grow: David’s presentation on the future of OLED TV and 4k2k TV. We look at the outlook from a display perspective on QHD and Ultra-high definition markets. Presented at the 50th celebration of SID in September 2012. A detailed assumptions deck that supports this is available here
2012 Growth opportunities in displays: Our outlook of more hidden growth stories in the display value chain (IGZO, flexible, displays meets lighting, barrier approaches and alternative transparent conductors)
Will MO Compound the problem : David’s presentation on the exciting opportunities for caac-IGZO to act as an “alternatives killer” in high performance TFTs
There be Dragons : David’s presentation on the ongoing economics of the display industry and outlook for OLED presented at the Business Conference at SID 2012
Display Chess: Our view on potential future corporate groupings in the display industry as of mid May 2012. Synthesises recent press announcements with our view of underlying economic trends. IGZO, OLED and role of the new Chinese leaders.
Industry Outlook 2012 as presented in Nuremburg: Built on our previous thoughts, this includes a discussion on IGZO roadmap and a potential floor to LCD price development
Select and focus: David’s presentation to FlexTech in Arizona in February 2012
LED and OLED lighting strategic outlook: Our outlook on the future of the solid state lighting industry
Industry Outlook 2011: Our revised industry outlook on scenarios for the development of the LCD and OLED industry
Fungible Fabs destroy industry profitability: David Barnes speaks at SID Business Conference on our views on reasons for LCD industry margin decline
Fabs in BRIC and high growth regions: A number of players have already looked at putting a fab in India and Brazil has also shown interest. We outline the strategic issues that need to be considered to establish a profitable venture
Future profitability of the LCD industry depends on Product and Process differentiation: Large undifferentiated factories have led to margin erosion for LCD players. Semiconductor industry developed differentiated architectures to segment the market and preserve profitability. We look at the parallels in displays and think about what the industry must do to save itself.
B2B purchasing of displays: How can major business customers of displays think about purchasing them more cost effectively? What strategic and operational levers can be pulled. How should HP, HTC, Nokia and Motorola think about Apple’s recent cornering of the small display market? What are their options for a strategic response. We consider 10 major strategic levers in our first view on this topic
Displays in the USA: Our outlook on the strategic marketing plan for displays businesses in the USA
Rewind and Fast Forward: David Barnes discusses the outlook for inorganic and organic solid state lighting focusing on TV at Strategies in Light in Santa Clara
Scenarios 2011: Our scenarios for market development for 2011
More Digital Revolutions: David Barnes discusses predictions for Displays and how these influence the development of Digital Media. Delivered at LatinDisplay 2010 in Brazil
Future of LCD TV: David Barnes discusses the outlook from 2010 to 2016 for the LCD TV space based on what history tells us. David provides a data driven discussion of the value of LCD TV features. Presented at Display Week SID 2010
5 scenarios for the future and what is my budget? : David Barnes explains to an audience at the 9th Annual Flexible Electronics show, that introducing new technologies means understanding that LCD prices halve every 3 years. He discusses 5 of his 2010 market scenarios
Displays in Europe 2006: Ian Hendy outlines a strategic marketing plan for the displays industry in Europe to an audience at the UK chapter of SID
LCD market outlook from 2004: An outlook from 2004 on the future of the LCD industry. Some of the themes are as relevant now as they were then
We will be posting more articles and speeches in coming weeks, so come back soon!
