Speech theme:

From Mid-Size OLED Penetration and AR to Optical Interconnects: Strategic Opportunities for Display Tech in the AI Era

Speech summary:

The AI era is elevating display technology to an unprecedented strategic pinnacle.

The Present (Mid-Size OLED): Rapidly penetrating monitors and notebooks, delivering the ultimate color and ultra-slim form factors required to unleash next-gen AI PC aesthetics.

The Future (AR Edge Devices): Emerging as next-gen edge devices symbiotic with LLMs, driving a fierce light engine revolution focused on high-brightness, micro-scale, and low power.

The Disruption (Cloud Optical Interconnects): Breaking beyond screens, Micro LED arrays are morphing into pivotal chip-level light sources for CPO architectures, unlocking high-speed optical interconnects for AI computing clusters.

A photonics revolution bridging the present, future, and cross-domain transformation has officially begun.