Speech theme:

Technology Hardware/Flat Panel Display Industry Outlook: AI servers, Smartphones, AR/VR etc.

Speech summary:

Future demand for smartphones, peripherals, PCs and TVs, which are major applications of FPD, will depend not only on the replacement cycle but also on the strategies of major brands (in China, US, South Korea and other countries) and trends in AI technology. It is also essential to understand trends in AI servers when looking at the entire hardware industry. My presentation will focus on these two points.