 So we hear the SID display week and who are you? Hi, I'm Ron Mertens from OLEDINFO. So you do OLEDINFO? Yes. OLEDINFO is a web publication focused on OLED technologies. We do it for OLED. All kinds of OLED. All kinds of OLED lighting and displays, but it's mostly about displays these days. It's a much larger industry. So how long have you been doing this website or different websites? You're doing different ones, right? We have actually nine websites, not just displays, but mostly displays. One on OLED, one on INC, one on microLEDs, which is a new technology, still not on the market, mostly. We've been doing it since 2004, so it's 14 years now. Nice. Yeah, it started as rather slow, but now it's growing up. We are the leading OLED publication online today. And on top of that, we offer all sorts of services to the industry, like business development, market reports, market insights, consultation, display brokerage, all sorts of things. It's all about OLEDs. So you're like the display experts? That's what they say, yeah. And you're not alone, right? No, I have my partner, Ronnie, she's doing this with me. How long have you been working together for four years? Four years, yeah. And so how many things do you publish or how often? Is it when there's news? So we publish when there's news, obviously, but we also do stuff of our own, like interviews or stories behind the scenes, stuff like this in the industry. It's about 50 or 60 stories or articles per month, something like that. It depends on the month. Now, from SID, we're going to come back with dozens of stories. Are you going to interview the inventor of OLED? Do you already do the interviews and all that stuff? Sometimes, yeah, I just met him, and yeah. What does he think about your website? He said he thinks about it every other day or something like that. This is the cool thing about the SID display week, right? All these guys are like inventors. It's the inventors, the guys that make the technology, the guys that sell it. We're coming here, usually try to come once every two years. We're coming from Israel. It's a long flight, 16 hours flight. 16 is fine. Is this four movies, right? It's four movies and a lot of... Is it a direct flight? No, it's a direct flight, yeah. With what? What airline? With Elal. We came this time and united the last time. Actually, it's been great flights. And we love SID. It's a great show. We meet everybody here. Everybody who was anything in display is coming to SID. So it's a great chance to meet everybody, to see all the prototypes and new technologies. So what's your background? Did you work with... Did you study displays? No, actually I studied software engineering, and I did that for a while. I learned about these kind of displays when I was in the Israeli Army in weapons development. And then I somehow stumbled into this industry. So how does display work? How do they work? It's like... For me it's just like magic. It is magic. It is, but it works. Yeah, actually LCDs are very complicated. You have to use a backlight, and then you filter out the light and have polarizers and color filters and something like... That's LCD, right? That's LCD and OLEDs are really much more simple. It's just a sort of material that you put current into it, like electricity, you drive electricity through it, and it emits light. You have blue and red OLED emitters, and you have your display. So it's much simpler, in theory. In real life it's much more complicated to actually produce into a bit less long enough to be a real display. So it's a challenge, but today you see OLEDs everywhere, smartphones, TVs, VR, wearables. It's just a sort of material. Yeah. It sounds like magic also. Light emitting. And it's organic. It's organic, yeah. It's organic chemistry. So it's like, what? It's like... What does that mean, organic? It means it's an organic compound which contains carbon. And like inorganic LEDs, which do not, which are useful lighting, usually LEDs will be over. So it's not organic like organic food. It's an organic chemistry. Is it recyclable, or that's a whole different question? It's a different question, yeah. So what's the industry, the analyst angle in this? Is it going to take over the LCD, or never? It's going to take over what? Take over the LCD. The whole LCD market? I don't have the whole LCD because LCD has a huge capacity today and it's still going to make, you know, still going to see LCDs for a long time, even though they're converting some of the fabs to OLEDs. But OLEDs are, you know, they look better, they are thinner, they can be flexible and foldable and rollable and transparent. So OLEDs are slowly taking over. You see them in mobile phones today, like I said, almost all VR headsets in TVs today starting out. We're going to have, we're going to have OLED lighting in the future also, which is really beautiful panels that emit light in a very uniform and diffused way. It's great. So yes, it's looking good for OLEDs and there's also other technologies that recover, like I said, ink, which has electronic paper. You see this in the Kindle, in electronic shelves labels and all sorts of nice new technologies, which is really power efficient and completely readable in sunlight. So that's ink and all sorts of ink paper. And the next generation of technology is perhaps micro-LEDs, which are really small LEDs that you can use to make a display that's similar to OLEDs. You have micro-LED info? I have micro-LED info. So micro-LED is going to replace OLED then or what? It could, it could, maybe. Still too early to say. I would say it's going to take three, five years until we see these kinds of displays on the market. But we have Apple and Oculus, Facebook and Google. Apple is researching micro-LEDs, so it looks promising, but it's very early. You know, the display industry, you have this current technology, you have the next generation one and you already have the next generation one. You know, it's a huge industry with a lot of money and a lot of players. Everybody is, you know, into this market, the display is an important part of any device today. It's awesome to work with displays, right? Yeah, it is. Because there's beautiful stuff to look at, right? Yeah. You can feel it in your fingers, you know. I was in software before, so it's not the same. It's not as... Software is just a theory or something. Right? I mean, it's not theory. Okay, not quite. Okay, sorry. It's not as exciting as displays, yeah. So, much more is going to be happening in the future. Do you do videos? Yeah, we do some videos, yeah. And what kind of videos do you do? Yeah, we do, we show prototypes. We sometimes do reviews of new technologies. We're going to have a lot of videos coming out of SATE. You're going to see prototypes and samples and even real displays. I'm sure it's going to be really good all the TVs in there from LG. Have you been to Korea? I haven't been to Korea. Haven't been yet, right? Yeah. But you go to some other places, events? Yeah, last year I've been to Japan and China. Actually, the entire, I mean, I would say almost all the display industry itself is in Asia today, mostly China and Korea. Does China want to have everything in their country? They want to do everything, right? Yeah, they're already doing everything, almost. But only LG knows how to make all their TVs? Yeah, currently. Nobody else, right? Yeah. I mean, everybody's buying from LG. Everybody's buying from LG. It's Sony, Panasonic, LG Electronics. Not Samsung. Not Samsung, no. Samsung don't want to buy their... No. What is Samsung doing? They're just waiting and trying to do micro LED instead. They're doing micro LED, they're starting to sell these huge TVs, but these are going to be something like $200,000 TVs, so it's not going to... I'm not guessing you're not going to see it in your living room quite soon. But they're doing hybrid quantum dots OLED research now that we may see in a couple of fields, maybe reaching the market, so they're going to come back to OLEDs hopefully, Samsung. But the quantum dot, the whole quantum dot area, isn't that just going to replace OLED? Because it's pulling the LCD up to supposedly the same quality or something, right? That's up to you. I mean, I'm on the OLED camp, I'm not a huge quantum dot fan, but yeah, it's a great technology and it's being adopted in TVs and also other displays. But I think it's more like an intermediate technology. In the long run, we're going to see quantum dots, actual quantum dot displays, and not quantum dot enhanced LCD displays, which is what we see today. So, QD LEDs could be the future. We talked about micro LEDs, so it could be also QD LEDs. Many technologies, you know, all fighting each other for the same. And how about the... Are you covering those two? Yeah, we're covering all the... technologies. I'm looking forward to see the clearing of prototypes. It'd be so nice to see the final ones. Yeah, it's being commercialized now. Cool.