On the second day of the SID Business Conference, a session on ‘MicroLED Display Commercialization’ featured five talks from Counterpoint, Aledia, Smartkem, InZiv and Pixel-Flo. While this report will only focus on this session, it should be noted that MicroLED technology was also discussed by Tianma (keynote session) and VueReal (automotive session) on Day 1 of the conference.
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The ‘IT Market and Technology Outlook’ session consisted of an analyst, OLED material suppliers, a laser systems company and a panel supplier: • David Naranjo, Associate Director, Counterpoint Research • Dr Georg Bernatz, Global Head of Technical Marketing OLED, EMD Electronics • Jan Blochwitz-Nimoth, CEO, beeOLED • Dr Oliver Haupt, Director Strategic Marketing, Coherent LaserSystems • Dr Fa-Hsyang Chen, Manager of TFT Technology Development, Visionox
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The SID Business Conference session on ‘Display Technologies Shaping the TV Market’ highlighted developments in arguably the most important application for displays, including competing visions for wide color gamut solutions. The session included four presentations, starting with my own and including one TV OEM and two materials companies.
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At the SID Business Conference, the automotive session focused on how the industry is rapidly changing, from trade policy to electronics architectures, and related display technology trends. My presentation focused on key trends putting pressure on automakers and an overview of trends related to center information displays (CIDs) and digital instrument clusters (DICs).
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At the SID Business Conference, this author gave a presentation on the global smartphone market overview, which was followed by a presentation from Michael G Helander, Co-Founder and CEO of OTI Lumionics, focused on the company’s technology that enables under-display cameras and sensors for deployments in 3D facial recognition solutions. Lastly, Dr Michael Hack, VP of Business Development at Universal Display Corporation (UDC), focused on the company’s continued developments in OLED technologies and highlighted the potential of phosphorescence for future leaps in OLED efficiency. He also discussed the impact of plasmonics and the pivot of the company’s solvent-free dry printing solution, Organic Vapor Jet Printing (OVJP), from displays to other non-display applications.
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An increase in prices in the second half of 2024, combined with strong utilization by panel makers in Q1 2025, drove the display glass market to its highest value in at least 10 years, according to Counterpoint Research’s Display Glass Report, released last week. We expect that revenues will be close to flat QoQ in the second quarter of 2025 and decline in the third quarter.
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The 2025 SID Business Conference was held on May 13-14. Around 200 people registered from more than 100 different companies and 16 countries. We had a record number of sponsors with Applied Materials serving as a Gold sponsor and nine other companies – Coherent, Edison Innovations, InZiv, OTI Lumionics, Pixel-Flo, Smartkem, Tianma, Universal Display and VueReal – sponsoring at the Bronze level.
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The rally in LCD TV panel prices that started at the beginning of the year has run its course. When panel makers started increasing utilization in March, the demand-supply balance shifted and prices peaked before starting to decline in Q2. However, the Q2 declines are moderate, with prices staying in a relatively small range and continuing the unprecedented run of relative stability.
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After a series of escalating tariffs on imports from China threatened to make display products prohibitively expensive, President Trump on Friday announced to exempt most of these products from higher tariffs. The exemption applies to all countries including China, and covers smartphones, mobile PCs (laptops and tablets) and parts thereof, monitors, flat panel displays, semiconductors and semiconductor equipment. The exemption does not cover TVs, so TVs imported from China will incur a massive additional 145% tariff. Imports of electronics from China will still be subject to the 20% tariff Trump imposed because of the country’s role in fentanyl trade.
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US President Donald Trump announced on April 2 a sweeping series of tariffs that will result in massive price increases for display products in the country. Trump’s executive order titled “Regulating Imports with a Reciprocal Tariff to Rectify Trade Practices that Contribute to Large and Persistent Annual United States Goods Trade Deficits” reverses 80 years of US trade policy and brings the country back to a tariff regime last seen in the 19th century.
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