4月12日 广州 | CINNOResearch显示与半导体供应链资深分析师精彩演讲
IHS Markit,CINNO,群智咨询,奥维云网和SID中国将于4月9日-12日,广州萝岗会议中心举办的ICDT 2018会议中4月12日上午共同组织ICDT(国际显示技术会议)商业会议。商业会议将专注于显示行业的资讯和剖析,以及对新市场的展望,分析显示行业目前所面临的机遇和挑战,分享如何在瞬息万变的全球市场制定有效策略得以制胜的经验之谈。本次会议将提供显示市场(包括电视,显示面板,OLED显示屏包括柔性面板,LED显示屏和显示IC等)的最新预测和显示新技术发展趋势。
CINNO Research 市场及供应链资深分析师团队将带来精彩演讲
⊙8:50—9:10
面板技术更迭下,设备产业的发展机遇与挑战
Display IndustryEquipment’s Development Opportunities and Challenges
With the development ofthe global flat panel display (FPD) industry, the display technology has beenmade a qualitative leap. The improvement of equipment capacity has been playeda very important role.
After more than ten years of development, the production capacity ofthe LCD industry in mainland China will be the first in the world, whiledomestic equipment industry is also constantly improving their competitiveness,at present in many fields such as automation, inspection, the capacity ofdomestic equipment has already been equal to the advanced foreignmanufacturers. At the same time, domestic equipment manufacturers are activelypenetrating into the core equipment field.
Meanwhile, with the rapid development of the new display industryrepresented by OLED, micro LED and so on, a new group of top equipmentmanufacturers has entered the FPD field. The domestic equipment manufacturersare facing crisis and opportunities in the new competitive environment.
设备全球平板显示产业发展至今,显示技术已经有了质的飞跃。其中设备能力的提升起到了非常关键的作用。
大陆LCD产业经过十余年的发展,产能规模即将跃居全球第一,同时国产设备业也在不断提升自身竞争力,目前在自动化,检测等多个领域内,国产设备能力已经可以做到和国外先进制造商相当甚至超越,并以此为基础向核心设备领域发展。
同时,以OLED, micro LED等为代表的新型显示产业的高速发展,又带动了新的一批顶尖设备制造商进入平板显示领域,国产设备商在新的竞争环境下,面临危机,也伴随着机遇。
Charley Zhou 周华, Senior Analyst资深分析师, Display and Semiconductor Materials and Equipment 面板及半导体材料设备, CINNO Research
Contact Him: CharleyZhou@cinno.co
Charley Zhou is the senior analyst of CINNO Research, specializing inpanel and semiconductor materials and equipment field, with a bachelor's degreein materials science from Nanjing University and a master's degree inelectronic engineering from Shanghai Jiao Tong University. Zhou Hua has 13years experience of display industry, rich experience in process equipmentmanagement, and has profound technical background and abundant industrialsupply chain resources.
周华是 CINNO Research的资深分析师,专注面板及半导体材料设备分析,南京大学材料学士学位,上海交通大学电子工程硕士学位。周华拥有13年显示产业经验,具备完整的面板厂建厂经历,以及丰富的工艺设备管理经验,在材料设备领域具有深厚的技术背景及丰富的产业链资源。
⊙11:20—11:40
半导体行业热潮中,面板驱动IC行业发展观察
Display Driver IC Industry Outlook
Among the segments in semiconductorindustry, display driver IC trend is highly correlated to the new technologyevolvement trend in panel display. On the demand side, smartphone containsstronger momentum than monitor and TV. That is, the new display driver ICtechnology mostly happen in smartphone segment. Our presentation will be focuson the new driver IC in smartphone application.
在半导体行业中,面板驱动IC的趋势变化与面板技术演进呈现高度相关。而需求端上,智能型手机蓬勃发展也带动相关中小面板与驱动IC的创新日新月异,因此本次演讲将着重在智能型手机与驱动IC上。
SeanYang杨文得, Vice President of CINNO Research, 产业咨询部副总经理, CINNO Research
Contact Him: SeanYang@cinno.co
Sean Yang is the vice president ofCINNO Research industry consulting division, is currently in charge of thesemiconductor and smartphone supply chain in CINNO Research. He got his MBAdegree in University of California, Riverside and has 8 years’ experience in memory industry research. He was the former financeand investor relationship manager in Etron technology, and the former researchdirector in Trendforce. Based on the rich industry experience and resources ofthe semiconductor industry, Sean has a deep understanding and viewpoint ofsupply chain in the semiconductor industry.
杨文得,CINNO产业咨询部副总经理,目前负责CINNO手机及半导体供应链研究, 拥有八年存储器产业市场研究工作经验。美国加州大学河滨分校企业管理硕士学位。曾担任台湾钰创科技股份有限公司财务经理及投资人关系经理。基于集成电路产业以及存储器产业丰富的行业经验与人脉资源,对行业内供应链及市场供需情况有着深入的理解与观点。
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