[Commemorative Interview] Japan Country Manager Yoshio Tamura shares the seminar highlights (updated April 18)

Counterpoint Research’s FPD Division (formerly DSCC) will host the "FPD Industry Analysis Seminar: First Half of 2025" on April 22 at Tokyo Conference Center Shinagawa, 5th Floor Grand Hall. The seminar will offer in-depth analysis of the outlook for the FPD market amid complexities such as the impact of Trump tariffs.

The 2025 FPD market outlook is more unpredictable than ever. The major reason is the Trump tariffs, whose effects introduce a high degree of uncertainty.

Currently, the FPD market is performing exceptionally well compared to previous years. Anticipating the expansion of the tariffs, set manufacturers ramped up panel procurement starting around November last year, which has resulted in sustained high factory utilization rates for panel makers—even in the normally quiet Q1.

Meanwhile, actual demand is also strong, particularly in China, which accounts for 16% of the global TV market. Thanks to government subsidies encouraging TV replacements, large-screen TVs (85”, 98”, 100”) are selling well. This trend has led to a surge in demand for surface film materials like AG/LR and CH/LR used in high-end displays like MiniLED LCDs and QD LCDs, creating a very tight supply environment.

In this context, Counterpoint will provide thorough analysis in two main parts at the seminar:
1.    Overall FPD Market Trends
2.    FPD Application-Specific Market Analysis
We will delve into emerging markets such as ultra-large TVs and advanced televisions.

In the session “FPD Advanced Technology and Investment Trends,” topics include:
•    Developments in Photo Patterned OLEDs (FMM-less, eLEAP)
•    Apple iPhone panel trends
•    New technologies in QD and WOLED TVs
•    Diverse lineups in automotive FPDs

In addition, the following sessions will also be featured:
•    “Smartphone Market from Counterpoint’s Perspective”
•    “Industry Trends Observed at MWC25”
These will include regional and technological analysis of the smartphone market, as well as trends in generative AI, new AI/XR devices, and wireless technology advancements.

Guest Presentation

We welcome back Mr. Norihisa Ono, Fellow Analyst at Circle Cross Corporation, after a one-year break. His talk, titled:
“Power-Saving Technologies for OLED Panels in AI-Enabled Mobile Devices” will highlight the growing need for energy efficiency in displays as AI integration increases power consumption. Topics will include:
•    LTPO for low-frequency driving
•    Removal of circular polarizers with CoE (Color filter on encapsulation)
•    Adoption and expansion of tandem (stacked) OLED structures

Closing Sessions

Popular recurring segments include:
•    “Seminar Q&A from a Reporter’s Perspective” by Ms. Mieko Sawanobori from Electronic Device Industry News
•    “Trends in Semiconductor Packaging and AI Investment” by Mr. Akihiro Tsumura, Special Editor
•    “The Biannual Free Talk: Nakane ⇔ Tamura 2025” featuring Mr. Yasuo Nakane, Senior Analyst at Mizuho Securities, and Mr. Yoshio Tamura, VP & Japan Country Manager at Counterpoint

Post-Event Networking

After the seminar, we invite you to a casual networking event with Counterpoint presenters. This is a valuable opportunity to directly ask questions and engage in discussions.

We hope this seminar will be helpful to your business planning. We look forward to your participation.

Yoshio Tamura
Vice President & Japan Country Manager
Counterpoint Research Japan

(Note) An interview with Electronic Device Industry News from late March is continuously updated.

EVENT OVERVIEW

FPD Industry Analysis Seminar: First Half of 2025

• Organizer: Counterpoint Research FPD Division (formerly DSCC)
• Supporter: Electronic Device Industry News
• Date/Time: April 22, 2025 (Tue)
• Registration: 9:30 AM / Start: 10:00 AM / End: Around 5:40 PM (latest 5:45 PM)
  • Post-event business card exchange (no prior registration required)
• Venue: Tokyo Conference Center Shinagawa, 5th Floor Grand Hall [Map]
• Fee: 63,000 JPY per person (69,300 JPY incl. tax)
  • Includes lunch box
  • Substitutions allowed without prior notice
  • PDF invoice will be sent in early May or earlier upon request

Materials Provided

Primary:

• PPT (FPD division) and PDFs (Smartphone division + Guest Lectures)
• Preliminary version emailed the day before, final version (if updated) emailed the day after
  

Supplementary:

• Black-and-white booklet for note-taking (may differ slightly from final slides due to printing deadlines)
  

Viewing Rights:

• May be shared within your company or organization
• Not applicable to partner or affiliate companies
  

Contact:

Seminar Office – Counterpoint Research (Urusaka / Kato)

Program (Finalized April 18, 9:00 AM)

FPD Division – Counterpoint Research

General Market Outlook
Yoshio Tamura, VP & Japan Country Manager

Application-Specific Market Trends
Tomonori Someya, Senior Analyst, FPD Market

Advanced Tech & Investment Trends
Jayden Lee, Associate Director (FPD Technology, CapEx, Equipment), Korea
[Interview with Jayden Lee available]

Smartphone Division – Counterpoint Research

• MWC25 Trends: AI and Practical Impacts
• Global Smartphone Market Outlook

Yoko Miyashita, Senior Consultant (Market Research & Business Development)
[Interview available]

Guest Session

OLED Power Saving for AI-Enabled Devices
Norihisa Ono, Fellow Analyst, Circle Cross Corp.
[Biography available]

Electronic Device Industry News

Presentation: Semiconductor Packaging & AI Investment Trends
Akihiro Tsumura, Special Editor
Q&A: Seminar-Wide Questions from a Field Reporter’s View
Yoshie Sawanobori, Reporter

Talk Session

Biannual Free Talk: Nakane ⇔ Tamura 2025
Guest: Yasuo Nakane, Senior Analyst, Mizuho Securities
Host: Yoshio Tamura, Counterpoint Research

Q&A + Networking Session

One-on-one Q&A, business card exchange, and reception after the seminar

• Light refreshments and beverages provided (standing buffet style)
• No registration required, free of charge – please join us!