Kim: What technologies have the potential to drive customers to replace their existing TVs?

Yurek: UHD with HDR is highly compelling. We see quantum dots as the key enabling technology for UHD. Quantum-dot TVs deliver a better experience with more of the features that consumers care most about, like high peak luminance and wide color gamut, at a much lower cost than the alternatives. This is because quantum-dot technology is able to leverage all of the existing LCD capex—more than $180 billion—without requiring any changes to the manufacturing process. This makes it very easy to deploy at mainstream scale, so we see quantum dots playing a significant role in UHD TV as the market takes off.

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