China Capacity Surge Will Drive 8K

This presentation will review DSCC’s outlook on capacity for LCD and OLED displays.  The massive wave of investment in LCD capacity underway in China has led to an oversupply in the panel industry, and the surplus will become more severe in the coming years.  Looking for new sources of demand, panel makers will push 8K at aggressive prices for 65″ and 75″ sizes, driving the adoption of 8K LCD TV as a premium alternative to OLED.

Robert J (Bob) O’Brien, Co-Founder and President, Display Supply Chain Consultants (DSCC)

Bob has decades of experience turning market and business analysis into strategic insights in the display and electronics industries.  Working at Corning from 2005-2016, as Director of Market Intelligence and Strategy for Corning Glass Technologies Bob developed an intelligence infrastructure to inform pricing strategy, product development, marketing communications and customer service strategy. He also developed external communications for investors and customers to realize Corning’s industry leading position.

Prior to Corning, Bob worked in engineering, product marketing, finance, and business intelligence for Philips Display Components and LG.Philips Displays.  Bob holds a BS in Applied and Engineering Physics from Cornell University and an MBA from the University of Michigan Business School. He lives in Ann Arbor, MI with his wife Mattie. He can be reached at bob.obrien@displaysupplychain.com.