Upload
donga
View
223
Download
5
Embed Size (px)
Citation preview
Display
Technologies
Displays Go Global: Devices &
Content For the Innovation Age
Bob O’Brien Director – Marketing Intelligence
Corning Display Technologies
2 Display Technologies © Corning Incorporated 2012
Forward Looking And Cautionary Statements
Certain statements in this presentation constitute “forward
looking” statements within the meaning of the U.S. Private
Securities Litigation Reform Act of 1995. Such forward
looking statements are based on current expectations and
involve certain risks and uncertainties. Actual results might
differ from those projected in the forward looking statements.
Additional information concerning factors that could cause
actual results to materially differ from those in the forward
looking statements is contained in Corning’s filings with the
Securities and Exchange Commission filings of the
Company and at the end of this presentation.
3 Display Technologies © Corning Incorporated 2012
Harvey Firestone, Chairman, Firestone Tire & Rubber Co.
“Capital isn't so important in
business. Experience isn't so
important. You can get both
these things. What is
important is ideas. If you
have ideas, you have the
main asset you need, and
there isn't any limit to what
you can do with your
business and your life.”
“Capital isn't so important in
business. Experience isn't so
important. You can get both
these things. What is
important is ideas. If you
have ideas, you have the
main asset you need, and
there isn't any limit to what
you can do with your
business and your life.”
4 Display Technologies © Corning Incorporated 2012
A look back at “state of the art” in 1996
Information Technology in 1996
CRT Based Computer Monitors
95%
LCD Based Computer Monitors
100%
Information Technology in 2012
Average Cost of Desktop PC
$1,689
Average Cost of Desktop PC
$553 Internet Users:
2,000,000,000
Internet Users:
36,000,000
5 Display Technologies © Corning Incorporated 2012
Corning Display Growth:
A microcosm of the ITA’s success
1997
Display % of Corning Revenue
16%
2011
40%
6 Display Technologies © Corning Incorporated 2012
Worldwide Expansion of Groundbreaking Research
and Innovation
• 10% of revenues dedicated to R&D
• Top ranked patent portfolio
• Awards:
2012 Gold Medal: Corning® Gorilla® Glass (Edison Awards) 2011 Top 100 Global Innovators (Thomson Reuters)
2007 Display Component of the Year Gold Award (Society
for Information Display) for EAGLE XG® glass 2001 “Advanced Display of the Year” for EAGLE2000®
(FINETECH Japan)
• Global research footprint with centers in: USA, France, Japan, Russia and Taiwan
Sullivan Park – Corning, New York
7 Display Technologies © Corning Incorporated 2012
1997 AMLCD in monitors
2003 AMLCD in TV
PCT enabled Smart Phones 3D HD
Tablet Computers
LCD overtook CRT in Value and Revenue
LCD overtook CRT in Volume
Tainan, Taiwan Plant (2001)
Cheonan, Korea Plant
Taichung, Taiwan Plant
Beijing, China Plant
Sakai City, Japan Plant (2009)
Samsung Corning Precision Glass (SCP)
(1995)
Gumi, Korea Plant - SCP *Beijing, China Plant – Phase II
2003 Gen 6 substrates
2000 Gen 4 substrates
2006 Gen 8 substrates
2010 Gen 10 substrates
1995 Gen 3 substrates
Display Innovations 1996 – 2012
1998 2000 2002 1996 2004 2006 2012 2008 2010
*Note: Beijing, China “Phase II” plant scheduled to open later this year
8 Display Technologies © Corning Incorporated 2012
State of the art – and its diversity – Today
9 Display Technologies © Corning Incorporated 2012
What a difference 15 years makes
10 Display Technologies © Corning Incorporated 2012
What’s next?
An even more interconnected future
A Day Made of Glass: www.youtube.com/corningincorporated
11 Display Technologies © Corning Incorporated 2012
Innovations in Technology making lives better today
12 Display Technologies © Corning Incorporated 2012
The last word
“By collaborating with global customers, we
continue to help shape the technology curves
underlying the megatrends in a rapidly changing
industry. The more our engineers and researchers
collaborate with other companies and R&D
institutions around the world, the faster we bring
new innovations to the world.”
Dr. David L. Morse Executive Vice President and Chief
Technology Officer
13 Display Technologies © Corning Incorporated 2012
Forward Looking And Cautionary Statements
This presentation contains forward looking statements that involve a variety of business risks and other uncertainties that could cause actual results to differ materially. These risks and uncertainties include the possibility of changes or fluctuations in global economic conditions; currency exchange rates; product demand and industry capacity; competitive products and pricing; availability and costs of critical components and materials; new product development and commercialization; order activity and demand from major customers; capital spending by larger customers; the mix of sales between premium and non-premium products; possible disruption in commercial activities due to terrorist activity and armed conflict; ability to obtain financing and capital on commercially reasonable terms; acquisition and divestiture activities; the level of excess or obsolete inventory; the ability to enforce patents; product and components performance issues; and litigation. These and other risk factors are identified in Corning’s filings with the Securities and Exchange Commission. Forward looking statements speak only as of the day that they are made, and Corning undertakes no obligation to update them in light of new information or future events.