SeekingAlpha Tech Conference interview w/ Corning
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Posted On: 03/10/2017 2:58:19 PM
SeekingAlpha Tech Conference interview w/ Corning mngmt....
excerpt quotes from pages 3 & 4:
"Mehdi Hosseini
Just one more item on the TV, what happens if all the OLED TV penetration were to accelerate? How would this impact demand and in that context how do you see OLED TV playing against quantum dot, and even Corning's own Iris solution?
Ann Nicholson [Corning mngmt]
Yes, so for OLED television today it’s a small market. So, the cut right to the chase. We just don't see OLED televisions gaining mainstream adoption in the television market. So, OLED you go back to eight years ago, when I first joined IR, OLED television's promise was richer color gamut, thinner form factor, thinner bezels, low power consumption.
If you fast-forward to today, its proven difficult, yeah, the last one was lower bill of materials costs, if you fast-forward to today it's been technically difficult to manufacture OLED. So, they have not been able to realize the lower cost. Still very much a premium price over LCD televisions, but in the meantime LCD televisions have improved their color gamut, improved the picture quality, thinner bezels, thinner form factor and for television consumption, people don't really care about power consumption.
So, you could see why OLED makes sense in the small form factor. Their cost challenges are not as great right. So, they’re more cost competitive with LCD and people do care about the battery life of their device. So, OLED make sense in that small form factor.
But we believe that its difficult because LCDs continue to improve. They continue to reduce cost. They're getting cheaper every year and to your point, quantum dot definitely expands the color gamut for LCD and we feel like it pretty much can put LCD on par with that picture quality that you find in OLED.
Some people will prefer and OLED picture over LCDs in the television space and so we'll probably continue to see sales of OLED, but we don't think it becomes mainstream."
http://seekingalpha.com/article/4054002-corni...and?page=3
excerpt quotes from pages 3 & 4:
"Mehdi Hosseini
Just one more item on the TV, what happens if all the OLED TV penetration were to accelerate? How would this impact demand and in that context how do you see OLED TV playing against quantum dot, and even Corning's own Iris solution?
Ann Nicholson [Corning mngmt]
Yes, so for OLED television today it’s a small market. So, the cut right to the chase. We just don't see OLED televisions gaining mainstream adoption in the television market. So, OLED you go back to eight years ago, when I first joined IR, OLED television's promise was richer color gamut, thinner form factor, thinner bezels, low power consumption.
If you fast-forward to today, its proven difficult, yeah, the last one was lower bill of materials costs, if you fast-forward to today it's been technically difficult to manufacture OLED. So, they have not been able to realize the lower cost. Still very much a premium price over LCD televisions, but in the meantime LCD televisions have improved their color gamut, improved the picture quality, thinner bezels, thinner form factor and for television consumption, people don't really care about power consumption.
So, you could see why OLED makes sense in the small form factor. Their cost challenges are not as great right. So, they’re more cost competitive with LCD and people do care about the battery life of their device. So, OLED make sense in that small form factor.
But we believe that its difficult because LCDs continue to improve. They continue to reduce cost. They're getting cheaper every year and to your point, quantum dot definitely expands the color gamut for LCD and we feel like it pretty much can put LCD on par with that picture quality that you find in OLED.
Some people will prefer and OLED picture over LCDs in the television space and so we'll probably continue to see sales of OLED, but we don't think it becomes mainstream."
http://seekingalpha.com/article/4054002-corni...and?page=3
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