The Counterpoint DSCC Tech Market Research Conference is our inaugural, in-person event taking place in Silicon Valley this fall.
There will be two tracks, with the first covering AI, where Counterpoint analysts will speak alongside guests to illuminate key market and technology trends being shaped by AI across foundry, edge and everything in-between.
During the display track, which runs parallel to AI, DSCC will illuminate the technologies shaping TV, smartphone, IT and automotive markets, deep dive into microLED and QD developments, and provide a roadmap and outlook for the display manufacturing sector.
About the Event
When: October 2, 2024 (Full Day)
Where: Fremont Marriott Silicon Valley*, Fremont, CA
AI Track: AI 360 Summit: Foundry, Edge and Everything In Between
Display Track: Display Outlook: Technology and Markets Driving
*Co-located at the AR/VR Display Forum 2024 which takes October 1. Package discounts available for those interested in attending both days.
Event Agenda
AI Track
Foundry to semis: How will AI drive leading-edge semiconductor development & manufacturing?
- How AI has become the primary driver of semiconductor innovation
- GPU advancements and their impact on pushing the boundaries of chip design and fabrication
- The role of advanced chip architectures in response to different applications and impact on the semiconductor industry
- The role of computational lithography and accelerated computing in advancing semiconductor design and production
Where next for AI models? Scaling-up, scaling-down; data center capacity, infra to support it all
- Scaling-up AI models: Large-scale AI models, their applications, challenges, and advancements
- Scaling-down AI models: Edge AI, federated learning, and approaches to make AI more accessible and efficient
- Data center capacity and infrastructure: Addressing the increasing demands of AI models on data center resources innovations in data center architectures, and potential solutions such as cloud, on-premise, and hybrid approaches
AI at the edge: How will AI impact smartphones, PCs, other edge devices?
- Smartphones: which AI applications will be key to smartphone development? Computational photography and videography, highly personalized assistants
- Will Generative AI increase replacement rates through more rapid obsolescence and new form factors, or will software-based enhancements extend device lifespans?
- PC – The King is Dead, Long Live the King! Will AI help drive a renaissance in PC sales? Will ARM-based PCs finally unseat x86? Is GenAI accelerating the need for more powerful PCs, but are locally run models an unnecessary innovation?
- Other edge devices: AI in wearables for health monitoring, smart home devices with advanced automation capabilities, and industrial IoT devices for predictive maintenance and process optimization.
Applied AI: Enterprise to consumer applications – smart office to smart home and more
Applied AI in Enterprise Applications
- Understanding generational differences in AI adoption and the impact on technology development.
- Exploring AI’s evolving role in business processes and workplace challenges.
- Insights into creating AI solutions that cater to diverse user groups and enable seamless adoption.
- Applied AI in Consumer Applications
- Discussing the growing role of AI in creating immersive, personalized consumer experiences.
- Presenting case studies on AI-driven innovations in areas such as entertainment, healthcare, and home automation.
- Exploring the potential of AI to drive the development of new consumer products and services.
Display Track
Display Technologies Shaping the TV Market
- TV remains an essential application for flat panel displays, covering a majority of display area and serving as the battleground for large screen display technologies. This session will explore market trends and existing and new technologies including White OLED, QD-OLED, MiniLED, MicroLED and more. Presentations from leading industry analysts and executives will illustrate the current state of the industry and how panel makers and TV brands can convince consumers to pay for premium performance. Smartphone Market and Technology Outlook
Smartphone Market and Technology Outlook
- This session will explore what new display developments are coming to the smartphone market and when. It will examine the expected impact of generative AI functionality on pricing and demand. Also included are the latest smartphone market and technology forecasts, brand share, regional share, trends by region, panel supplier share, foldable results and outlook, chipset and sensor developments, OLED materials improvements and much more.
IT Display Market Trends and Outlook
- This session will cover the latest display market and technology outlook for notebook PCs, tablets and monitors. For 2024, IT displays are expected to grow after falling 8% in 2023 as a result of renewed demand from the commercial segment, AI, new display sizes, new technologies and more brand participation. From 2025 to 2028, IT displays are expected to continue to experience growth as a result of the consumer and commercial markets having more display choices than ever before as a result of improved display performance, new form factors, new uses cases and cost reductions. This session will cover the evolution of the IT display market and much more.
Automotive Market and Technology Developments
- The automotive display market is expected to be the display industry’s fastest growing segment. Display manufacturers are benefitting from cars deploying more, larger and better displays. New form factors also have opportunities to enhance display functionality in the car. This session will leverage the DSCC/CP automotive display database which covers display sizes, features and unit volumes for all car models. Hear from industry experts who will discuss developments they are working on to enhance the driving and passenger experience from new display technologies, new applications, HUDs, touch and more.
Display Manufacturing Roadmap and Outlook - This session will examine the latest manufacturing developments in LCDs, OLEDs and Micro OLEDs. DSCC analysts will cover the latest fab schedules and capex forecasts and as well as how OLED manufacturing technology is changing as panel manufacturers prepare to boost OLED penetration into automotive and IT markets. Other presenters will examine new tools, materials or processes that can boost performance and/or lower cost.
Evaluating MicroLED and QD Technology Developments
- TBD
