USDC is pleased to present you with our DisplayTrends newsletter - Fall/Winter 2004-2005 edition.  This quarter's articles include valuable data from industry expert DisplaySearch on the medium and small display markets.  A new contributor, Quixel Research, summarizes consumer preferences for flat TVs. Stacey Voorhees of MCA discusses the FPD investment environment with several banks and recently funded supply-chain companies.

USDC welcomes Dr. Diego Olego of Philips as Chairman of our Board of Directors.  And, we urge you to mark your calendar for March 15, 2005 for the annual Display Industry Investment Conference which will be held at the Roosevelt Hotel in New York City.

Best wishes for the holiday season and a prosperous New Year!
 
 
  Michael Ciesinski
President & CEO
US Display Consortium 		 
 
              


 
Barry Young, DisplaySearch
Most of the attention in the press and by the financial analysts watching the dynamic and energetic US$62 billion flat panel display (FPD) industry focuses on the large area segment, which is characterized by a growing list of new fifth to seventh generation fabs, enormous capital creation, a complex business condition (called the “Crystal Cycle”) and a built in huge market from which to grow, e.g. everything CRT... Click here the full article

 
 
Tamaryn Pratt, Quixel Research
Choices, choices, choices! Never before have there been so many choices for consumers when shopping for a new TV at their local electronics retailer. In fact, this is the first holiday season that all of the different advanced display technologies will be widely available at national electronics chains across the U.S.
In manufacturing ivory towers around the globe, executives are anxiously pondering... Click here for the full article

 
 
 
Stacey Voorhees, MCA
The flat panel display (FPD) supply chain, with its ever-evolving technology, continues to grow at a rapid rate, making it an ideal investment opportunity. The market’s cyclicality, however, still raises some concerns within the investment community.
CIBC World Markets’ Equity Research Update Report (11/3/04) notes, “While... Click here for the full article

 
 
 
The underlying consensus stemming from the San Francisco Display Technology Investment Conference (co-sponsored by the U.S. Display Consortium—USDC—and WR Hambrecht + Co.) is that the FPD industry continues to pose significant market and investment opportunities, as evidenced by the record attendance of leading investment firms, research houses, brokerages and related financial institutions... Click here for the full article

 
 

 

 
Earlier this month, Philips Research Senior Vice President, Dr. Diego Olego, was elected chairman of the USDC’s governing board. Olego, a member of USDC’s board of directors since 2002, replaces Dr. Dalen Keys of DuPont, who will remain as a USDC board director.
As chairman of the board, Olego will be responsible for providing oversight on... Click here for the full article

  
 

 

 
Despite the cold winter, things will be heating up in Arizona next February at the USDC’s 4th annual Flexible Display Conference. Bringing together more than 300 leading industry, government, R&D and academic experts in one unique forum, this summit will highlight the latest advancements and hurdles facing the commercialization of rugged, lightweight flexible displays.   Click here for the full article

 





DisplayTrends is a USDC publication.
The U.S. Display Consortium (USDC) is an industry-led, public/private partnership providing a common platform for panel display manufacturers, developers, flat panel display users and the supplier base.  Headquartered in San Jose, Calif., the consortium’s mission is to help develop the supply chain for manufacturing high-definition displays. For more information about the USDC, please visit www.usdc.org.
DisplayTrends is produced by USDC at 60 S. Market Street, Suite 480, San Jose, Calif. 95113.  Any mention of commercial products is for informational purposes only; it does not imply recommendation or endorsement by USDC.
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