 Good morning everybody. Thank you for joining us this morning. Please enjoy the wonderful breakfast. My name is Helge Zitzen. I'm the president of SID. I just wanted to welcome you this fine morning as you get ready for an exciting day. Before we get going though a bit of the excitement I would like to thank Corning who is sponsoring all the food here and you should you know give a moment of thanks to the glass people otherwise you wouldn't be eating. So thank you and hopefully that food puts you in a good mood because you have one hell of a day ahead of you. You know those of you from the press and from other parts of the the media we have a record breaking this play week. Look forward to record breaking really at every single dimension really in SID history. So not just better than last year or better than the year before but better than anything that this 54 year old society has ever done. So already last night we surpassed 7,000 registrations just to give you a sense of context. Last year final registration at closing end of the week was 5,300 so we're a 1,700 up and the show hasn't even started yet. So I have reasonable hope that we'll get you know 7,500 possibly even 8,000 by the end of the week. Every other metric is up as well. The exhibit space is the largest ever in SID's history by a significant margin depending how you count meeting rooms where somewhere between high 50,000 square foot to low 60,000 square foot compared to 47 I believe last year and that sort of was the stable line. So tons of exhibitors here and tons of beeping. We have you know you can go all the metrics down. There's a record number of papers being submitted over 700, 722 when our historical averages were sort of 5,600, 650 or so. So across the board I won't belabor all this. There's sessions where we literally yesterday at the poll extra tables and chairs in because they're overcrowded. It's exciting time. It's good to be back and say that's obviously a major contributing factor but it's also good to be in a vibrant industry and maybe from your perspective I'm sure you don't writing articles about you know just numbers but there's some exciting stuff happening. After you know after a few years of kind of you know somewhat incremental process and progress in the display industry we now have some really cool stuff. You know we have foldable displays in production. We have advanced OLED configurations. We have a whole bunch of cool things that are happening on the show floor in the convention in the paper sessions. For some of you might have attended yesterday. This yesterday's award dinner apart from obviously giving deserved awards to all sorts of wonderful people that you can read in the documentation. You could see the sort of palatable excitement in the room in part also because the record numbers have also attracted some really high profile people so I encourage you you know those of you who are more snoopy or press people to seek them out. For example yesterday we gave the David Sonoff award a new award we created for industrial achievement to the founder and chairman of BOE. This is the largest display panel company on the planet by by every measure and every market category and so you know multi billionaires like this don't normally walk the show floor so I'll give a price to you whoever hunts them down for an interview. Similarly we have you know CEO CTOs of Samsung LG some of the largest companies on the planet here all walk in the show floor for the first time really in a long time because you know this sort of level of senior level attention is a novelty so good hunting to all of you. It's a great show not to be here I'm glad to have all of you here enjoy breakfast I'll hand it over to Sri for the logistics of the day but I just wanted to encourage you to write wonderful stories of what everything we're doing because we want to have 8,000 attendees next year and you're a key part of that strategy. That's really what we're feeding you. Thank you all. Bye bye. Okay I know we started a little bit later than we like but this is I think a slightly better time than 7 a.m. so as usual my style is I know in breakfast it's a little bit harder but we're still going to try this what I'd like to do is see if we can get everybody to stretch a little bit and I will get started so I can finish well in time so we can all go to our next meeting on time. With your permission for those who are willing and able if you would kindly stand up and step away just a little bit from your table. Thank you very much. Steve Atwood says I hate this thing but I'm gonna do it anyway because I've known Sri for so many years. Jennifer and I actually did something like this in Brazil a few years ago I didn't feel Jennifer. So here's what we're gonna do I'm gonna put some oxygen in your blood okay so hopefully this is very good for you the rest of the day. Go put your hands up in the air and we're gonna go up and down I'm only going to do 20 usually I do 30 or 40 we're just going to 20 okay let's do this 1 2 3 come on guys you can do it 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 thank you please sit down trust me this this is better for you it's good for your heart. So this is our usual press and analysts breakfast meeting I'm gonna go through this very quickly so you get a glimpse of what's happening for those of you that are new to SID and display week here's a little glimpse on who we are we are headquartered here in this area we are volunteer led you just heard from Helga he's our president he like me and many others are volunteers there are probably about 400 of us that do various things for SID and we are probably the only dedicated society for displays at our size and we believe we provide a tremendous value to the industry by doing this conference and a whole host of other things we have in this slide we put together the slide a while ago we have way over 5,000 I'm hoping this year we might even cross 6,000 members that are members of SID 28 chapters worldwide the Japan Beijing and the Silicon Valley chapter are our biggest and all three this year will exceed 1,000 members which has not happened ever in the history of SID this chapter five years ago the local chapter was maybe about 500 or so we've literally doubled even though there's no display company per se in the local area but end users and so on and we have 12 student branches around the world this is our 57th year started at UCLA in 1962 so tomorrow we will distribute these awards Samsung won the award for the wall their LED wall Apple watch Sony crystal LED and then the display applications of the year were JDI for the displays they put in the dashboard and automobile and then Lenovo for the dual display LCD and e-paper display components would be dexerials for the AR film and then shot for their real view product so those are those will be distributed tomorrow we put out a press release there's details there and if you need any additional information Anna in the back will be able to help you get that so this is a part that I usually forget every year so now I remembered let's do this so my marketing team where's my marketing team if you would kindly stand up Neil Lisa Anna put your hands up because there are other people standing so we know who you are and then where's Lucy Lucy disappeared okay okay very nice very nice so we are volunteers thank you very much for everything that you guys do okay today you know we have an announcement coming up at the end of this presentation from Corning and then they will also invite you to their booth I won't go any more details because we're going to cover that in quite a bit the end of this presentation keynotes are from BOE Google and Samsung that starts around 8 20 in the morning ribbon cutting at 10 30 after which people get to go into the exhibit floor to see the different exhibits floor opens at 10 30 and goes until 6 30 today we have a networking event which is the first time that we are doing this which is at 5 30 in the evening I believe they are going to serve beer for the first time at SID I'm sure that was a challenge getting it approved at SID the investors conference starts at 9 o'clock and this is produced by DSCC that will also be very exciting they are expecting a whole host of both venture capitalists as well as companies presenting that are looking for funding there is a press luncheon right here in this room then there'll be an announcement I won't go into details about that now technical symposium obviously runs through Friday and this year the emphasis is on these foldable bendable displays and then AR VR I zone we've you know we started this I zone as a way to get young companies to participate where they couldn't afford to have a booth to give them a free booth and we'll have a sponsor pay for that whole area I remember I was working for E Inc at that time and we were the first sponsor this is probably six seven years ago something like that and we barely we had like 20 tables and we would get like 24 companies apply right this year I can tell you we probably stopped we've got like 75 applications and and I believe about 45 companies were chosen and so these you know will be very good opportunity for you to take a look at some interesting technologies and the few companies that were in the eyes on last year graduating they have boots on the show floor and then there's a exhibitor forum which I was told by our convention chair eras that it's getting much better every year and he would really encourage people to go and join the forum as well on Wednesday we have a press breakfast here about the same time maybe a little bit earlier 715 from arm and then we have a market conference on foldable displays by DSCC and DSCC founder Ross Young told me yesterday that they've got record number of registrations for this conference so that's going to be very interesting hot topic there's an automotive market conference that is personally led by Rashmi Rao who is our general chair this year and that's also going to be very exciting we did a job fair last year and it was only for students this year we opened up for other industry people and that we've already got 15 or 16 companies that have officially signed up there may be more and then probably about a hundred students have also signed up to attend that's going to be very exciting the eyes on winner will be announced later on that morning and then we'll have the award ceremony at lunchtime the companies that I just mentioned will formally receive the awards I will be moderating the CEO forum this will be the second year in a row we are doing this and women in technology follows the CEO forum for me this is a very big deal you know when I agreed to volunteer for SID and serve on the board and be the chair for marketing for me the big criteria was find a way to have more women in every aspect of SID particularly leadership bring more young people into the organization and we're making progress and this is one of the ways by which we do this I really really really appreciate particularly those of you in the media if you could come to both the CEO forum and the women in tech and write about this we really want to make this a mainstay because the rest of our programs are much more aligned towards you know people with technical background where this one offers something for probably everybody including technical people networking event again at 5 30 on Wednesday and then exhibit floors 9 a.m. to 5 p.m. and then on Thursday it's obviously much shorter it go the exhibit floors are up to 3 p.m. and then we'll have poster sessions from 5 p.m. to 8 p.m. which you know in past years they have been really wonderful a lot of excellent posters that will give you more idea into what's happening in the industry okay here's here are the three women leaders that will be part of the panel Lee Epting Samantha Phoenix that some of you would know she's from our industry she works at planar as a VP of technology and Consuelo Valverde she both Consuelo and Lee are new to our industry and they will bring a new perspective and Jenny Donnell and that many of you know will be moderating that session and the CEO forum we love Dave Dutton from Silvaco Rob McIntyre from LG and then Andrew Scully CEO of Imagine will be the three CEOs these are all the different sponsors and you can find their logos also on the different posters that we have all on the show hot topics for this week or automotive AR VR TV market flexible OLEDs reflective displays digital signage and the eyes on obviously the reason we bring up eyes on in this category is because there's so many different technologies not even easy to categorize some of them here are some highlights and obviously this is you know of the 250 exhibitors plus probably 40 50 companies in the eyes on we are not going to cover all 300 here these are only companies that did submit something to us that want to highlight what they're doing areas materials for a micro fabrication film they are in booth 319 I'm not going to go through all of this but clearing I will be showing a e-paper technology there are two companies C3 Nano and Cambrios that will show a silver nanowire based products Jennifer here is a subject expert on that on this area Corning we're going to talk much more about Corning they're going to be showing the astra glass in their booth ink will show a whole bunch of e-paper applications including their color displays Fujitsu will show resistive touch panels arm will show some processor obviously I'm sure process iris tech interesting company out of out of Montreal will be showing their technology that adapts to the view adapts a display to the viewer under different circumstances and then interest spec technology will be showing a analyzer product conica Minolta spectral radiometer analysis obviously next-generation quantum dots that is their expertise and nano comp I'm presuming they're from Finland and they'll be showing a light guide for reflective LCD and radiant would be the longtime support will be showing a near infrared lens for facial recognition measurements SAP blocks will be showing a quantum dot color convention technology for micro LED and micro LED as you know is also another very hot topic this year multiple companies talking about next a bit again Shenzhen China star will show also a micro LED product a lot of these products these slides will not do justice you really have to go and see these products play with it and even threaten to break it so that will get a little bit excited TNMAS got its SLT technology and you can see their comparison of the images very obvious what their technology does vision ox once again we actually give an award to vision ox last year for some of their products this year they'll be showing a bi-directional foldable AMOLED display synaptics will show the next generation VR displays via uptronics a disc interactive display system and those are some of the highlights of what you can see and here are some other logistics particularly from a press room perspective we open 7 a.m. to 6 p.m. today and tomorrow and then 9 a.m. to 3 p.m. on Thursday we are going to be bringing lunch breakfast lunch and snacks into this room for the media and we really encourage you to use this rather than the ones in the other conference rooms or session halls we have tried very hard this year we actually tried to do this last year as well to see if we can bring more healthy food right and we would love to get your feedback to see if we have met that goal wireless access available there a display week 2019 is the network name and then there's a virtual press office and inquiries go to press at SID org or you can contact Lisa and our Neil or somebody on my team I believe okay the on social media we are focusing on display week rather than on SID those are some ways by which we can connect I really appreciate I noticed yesterday there were a whole bunch of posts on LinkedIn where people are saying display very very happy to see that happening and then next year it will be June 7th through 12th in San Francisco as Helga mentioned we tend to get a lot more people when we are here in the Bay Area in spite of the fact that Bay Area is a little bit more expensive and particularly for Asia visitors hotel rooms are also quite pricey and some people had a taste of our traffic as well recently okay with that I'm gonna introduce Corning to me you know I'm gonna go off script with Corning and I actually threatened the Corning team that I will actually do this first let me introduce the Corning speaker and then I will tell you something that I learned about Corning recently which was very fascinating to me and I'll share that Hanim from Corning is here and he's the business director for high-performance displays at Corning and he will further talk about Corning and what they are showing in their booth as well as what their company is all about but here's something that I learned from a friend of mine and she has a CEO club here locally and she sends these weekly updates and as a coincidence she said check out Corning and they're doing something really great and this resonates with many of the things that are my personal reasons for why I'm associated with SID and giving my time to SID 40% of their employees are women I don't think a whole lot of companies in the space can say that being in marketing I notice a lot of marketing agencies majority are women right but that's rare but in our industry if you go to almost any LCD maker or a OLED maker or any you know so-called highest technology within our industry you don't see this they've achieved something really magnificent to me that's a very big deal 42% diversity in their management team that's pretty amazing you know for those of you that are followed in Silicon Valley as much as we tout as we are Mecca for technology innovation and so on we're not there 100% pay equity for men and women as well as minorities and they achieved this in 2017 to me these three statistics are the reason why young people should go work for that company with that hand welcome and thank you can you hear me okay all right thanks Siri for the introduction and good morning everybody for those who are not familiar with Corning I'd like to spend a couple of minutes introducing the company so our company is one of the world's leading high-tech material science company we have a world-class expertise in glass science ceramic and optical physics and with that we introduce many innovative products that transfer the industry and change people's life our headquarters is located in upstate New York a small city called Corning but however our footprint is very global our RD center our lab our sales office and our manufacturing starts are truly scattered across across the globe our last revenue is a little bit over 11 billion dollar and we were ranked at 293 of Fortune 500 so one of our earliest innovation and I believe was 1879 is the glass envelope for Edison's light bulb right and that kind of transform evolve into CRT2 right and then that also later transform into the first class substrate for the LCD industry and along this path we had been in the cutting edge of the industry evolution for more than 80 years and speaking of the glass substrate actually 12 years ago or 13 years ago to be exact at SID we introduced the ego XG brand this glass since introduction has been the industry staple enabling a lot of transformation in the display industry for example from at that time a small laptop size a panel all the way up to a TV size and also for TV specifically from standard resolution to high resolution 4k and beyond now as you know that consumers demand for more lifelike viewing experience continue to increase right and this also always creates a challenge to our customer panel makers they need to figure out how to serve and capture this opportunity but at the same time in a cost-effective way and then one of the solutions a lot of our customers are adapting is called a new back playing technology called IZZO or Oxide and as our customers adopt new technology that naturally creates new challenges and requirement for the upstream players like us and us just like any other high-tech companies we love technical challenge we love to tackle tough questions and as part of that as a part of that we are looking in we actually spend a lot of time looking into what opportunity we can get out of this and that lead to a development of the new glass and that is right reason why really here today we'd like to introduce you to our new glass product Corning Astraglass. Corning Astraglass is optimized for various high-performance application specifically using Oxide TFT back playing technologies. The development of this glass actually required a lot of deep understanding of our customers technology processes and challenges and based on their challenges and based on their understanding we were able to identify four key attributes that customer really value one is a low total pitch variation another one is a low total thickness variation lower sag and specifically for mobile devices optimized and balanced the action performance and what is really special about this glass is and for those who work in the analog kind of world you know we try to move something here then definitely compromise the others other area and what really try to do is create an optimal balance of these four attributes to maximize the value to our customers and that's what's really special about this astraglass so we truly have a high confidence that the astraglass will be a very key component of the current and coming high performance applications going forward so with the launch of astraglass today astraglass will join our glass portfolio along with our industry favorite EXG Slim and truly premium high-performance Lotus NXT glass we ask you to join as we join us as we work with our customers to define the new chapter of the display industry together and again I'm very excited to share this news with you today so immediately after the breakfast session and throughout the duration of our show in our booth we have an astraglass team ready to help you answer any questions you might have and also share the story around the development of the glass and the science beyond the glass again I think that's three kind of introduce our booth number is 1119 and especially especially for interested in one-on-one interviews please contact Brittany here right I'm sure help us range of time for that thank you very much