IGZO is a Game changer for Sharp

IGZO (Zink Oxide) backplanes are going to give new life to Sharp and eventually open up 4K in all display sizes.

The technology allows for smaller TFT backplane (smaller transistors) and fewer LED backlights (lower power by up to 40%  or higher.) It will also give new life to all LCD fabs against the OLED emissive display.

Others also have IGZO (zink oxide) backplanes, but Sharp was first to perfect it (sort of.)  They failed a drop test in early Spring, so they could not ship to Apple.

That led to the somewhat thicker, and hotter iPad 3, and the recent upgrade to the iPad 4 this past summer.  Taiwan based AUO also has this as do the Koreans Sammy and LG mostly used in their OLED processing. Zink oxide was originally investigated as an ITO replacement because of better electron mobility.

It’s application to the LCD market has led to groundbreaking devices like the new 32-inch and a new Sharp smartphone that also just shipped.

Longer battery life and higher pixel density plus thinner, you couldn’t ask for more, (except better yields perhaps.)

Sharp’s new desktop 4K monitor with IGZO backplane is the Bee’s Knees–and how!

 

Steve

iPad-x Coming March 7th?

March 1st, 2012

In classic Apple teaser mode, the company sent out invitations to its next big media event scheduled for March 7, that has itself become a media event. From Reuters to WSJ, video and ink abound over the classy press invites that simply state, “We have something you have to see. And touch.” The e-mail included a peak at a display screen focusing on an iCalendar icon showing the press conference date, Wednesday, March 7. Other icons on the display are cleverly placed out of focus and in the periphery, see image.

Like the last big Apple announcement (iPhone 4S), rumors and expectations are building over what features the company must provide to remain competitive in the hot tablet space-still dominated by Apple. Meanwhile, the company characteristically remains silent. As expected, a display upgrade is one of the top features being discussed. The current generation (iPad2) is just one year old, first shown at a similar event on March 2, 2011, and ships with a 9.7-inch XGA (1024 x 768) display with 162ppi pixel density.

Many are expecting a pixel density boost in iPad-x bringing the screen closer to parity with its iPhone cousin that ship with what Apple calls a “retina display” offering 326ppi, on its 3.5-inch 640 x 960 screen. If you haven’t read this yet, go back and see Norbert Hildebrand’s Display Daily of Feb. 24th for an excellent discussion on the pixel density / display size issue. Best guess, says Dr. Hildebrand, Apple will push the envelope using a display with 2048 x 1536 pixels and 264ppi. The good news is we only have to wait a week to see how clear a crystal ball the good doctor is using.

But the display feature is just one possible game changer that we expect from Apple. The company has done a brilliant job of keeping competition at bay in this space, including some 100 plus tablet “also-ran’s” that have shipped since the original iPad came to market in early April, 2010.

Of those, only three have gained much traction; the Kindle Fire, the Barnes and Noble Nook, and variants of Samsung’s Galaxy Tab (7-inch and 10.1.) The key problem for the competition is price. In the case of Apple, Amazon and B&N, the cost of the device can be subsidized with content income (the old give away the razor, to sell razor blades idea.) For example, back in November, iSuppli did aBOM (bill of materials) cost break down on the Kindle Fire and concluded the MSRP $199 tablet actually cost the company $201.70 to manufacture. So in essence Amazon is shipping $2.70 with every Kindle Fire it sells, looking to make up the difference on the back end, not just from consumers, but independent software developers, content publishers, advertisers and the rest.

In fact, recent news on the long-term growth in this space is very encouraging. A new study released this past week said the total number of “connected devices” is on track to hit 24B by 2020, with a global business impact of $4.5T from new revenue streams, by the end of this decade. This according to the GSMA studyannounced at the recent Mobile World Congress in Barcelona, Spain on Feb. 27th. By way of contrast, Apple has sold roughly 55M tablets since 2010. IDC said Apple had 68% worldwide market share in Q3′11 based on volume sold in the pre-Christmas quarter, and some analysts are speculating that number for 2011 tablet sell through is as high as 75%.

So with Apple already firing on all cylinders, in the mobile device space, and with a market cap ranking of number one ($504.15B as of yesterday), the company will purportedly launch its next generation device with an eye on maintaining market dominance in tablets if it can once again set the bar just a bit further out of the reach of the competition.

But one thing is certain, it won’t come from the spec sheet, even with a slick new display, but rather, well thought out innovation and another fresh look at what the magic of technology can do to improve our lives. Personally, I’m looking for upgrades in user i/o that include Siri Voice (a no brainer), camera driven gesture support, and potential (pressure) pen input with accuracy well beyond what the capacitive screen can deliver today-oh and a daylight readable screen would certainly help. Drop a line with your own ideas. - Steve Sechrist

Note: look for more detailed coverage in the upcoming issue of Mobile Display Report in Mid-March.

It’s Official: Samsung to Spin Off LCD Biz

February 21st, 2012

The WSJBloombergLA Times and others are reporting Samsung Electronics Company is spinning off its unprofitable LCD business into a separate corporation provisionally called Samsung Display Co. to be capitalized with $668M investment on or around April 1, 2012. Bloombergreports the board of directors announced the move on Monday, and the new company may end up merging with Samsung Mobile Display, according to Daewoo Securities analyst James Song.

By NPD’s recent reckoning, Samsung is the world’s largest TV maker with 19.3% worldwide market share in 2011, on sales of nearly 48M units. While the company has dominated the top spot for the past six years, they still lost $667M in 2011. But Samsung is not getting out of the display business by any means. The company is shifting focus to new OLED displays with investment plans to spend up to $5.9B, according to Bloomberg, who also quoted Samsung spokesperson Nam Ki Young stating that Samsung, “is reviewing an eventual merge of its LCD and OLED operations.”

The latest numbers today from Santa Clara based NPD help tell the story behind the LCD market. Most folks who follow displays already know that large area LCD panel prices are in the tank right now. Most LCD fabs are experiencing squeezed profits from a condition of oversupply (and overcapacity). This is not new and is so common in fact we even have a name for this process, “the crystal cycle.”

What is unique this time is specifically where growth in large area (9-inch and above) TFT LCDs is happening, and how things look to proceed from this point in the display market development. This is a time in the LCD industry that NPD analyst, David Hsieh is characterizing as “…experiencing unprecedented changes [where the] tablet PC is driving growth and becoming the center of product innovation.”

One look at the display growth numbers tells us tablets are red hot, with a 217% growth from 2010 through 2011. The other high growth category is the public display market at a more modest by comparison 52% growth over the same period. Only one other category, notebook PC is in positive growth territory in 2011, with a slender 8% growth over the period. All others, including LCD TV (at -8%) and LCD monitors (at -1%) are in negative growth territory, see table. In fact, Tablets are the only display category with a rate of change that’s growing in the LCD space, all others lost ground in growth rates over 2010 numbers, including public displays that shed 1 point in 2011 (52% growth) over the growth rate of 53% the year prior.

And the case looks most severe for LCD TVs, which moved from a rate of growth of 35% in 2010 to a negative 5% rate, a whopping 40 points over the period. But does this mean LCD TVs are going away? According to NPD, what we’re seeing are “inventory adjustments in the supply chain” since 2010, even though this is the first time that LCD TVs have been in negative territory since the advent of the category in 2002. The group sees 2012 as a recovery year with developments in thin bezel and LEDs continuing to dominate the TV space.

While tablets, selling almost 60M units in 2011, are driving stellar growth in the category, it is not enough to make up for losses in other segments. Samsung is seeing the writing on the wall and moving (at least operationally) toward a newer higher profit OLED technology that’s poised for $20B growth by 2018, (by Display Search reckoning) and perhaps much sooner if Samsung can deliver on the goods. - Steve Sechrist

Mobile Growth Dominates the Landscape as SmartPhones Overtake Client PCs

February 7th, 2012

Calling it a “significant milestone” Canalys, said its official – in 2011 Smartphones out sold the once mighty client PC, according to a recent study from the market analysis company, that reported its 2011 shipment results on Friday. The Palo Alto, CA based group said that in Q4′11, vendors shipped 158.5M smartphones (up 57% over the same quarter 2010 numbers), pushing total global growth to 62.7% on shipments of 488M for the year, moving above and beyond global PC shipments..”

Meanwhile, the global PC market grew just 14.8% for the year with a total of 414.6M units sold in 2011-and that number includes the hot tablet (iPad) category that by itself grew 274% and accounted for 15% of all client PC units sold in the year. Without the Pad category included, total shipments for PCs was at 351.4M units, based on the Canalys numbers.

Canalys said this definitively addresses the issue of tablets not taking market share from smartphones, as company VP Chris Jones said: “…pads have had negligible impact on smartphone volumes and markets across the globe have seen persistent and substantial growth through 2011. Smartphone shipments overtaking those of client PCs should be seen as a significant milestone.”

Huge sales volumes, technology advancements in processor and sensor technology, plus the advent of the humble App, has taken the smartphone from niche product status to mass-market status. Smartphones generate billions of downloads and they dominate independent software development from gaming to navigation, to complex social engagement to simple egg timers-and, oh yes, the app that some say started it all, music.

According to IHS iSuppli, top of the heap for the quarter was Apple, as the fruited logo company reasserted its dominance in the global smartphone space with remarkable sales of 37M smartphones in the last quarter of 2011, up from 17M in Q2′11. This was due to the launch of its fifth generation iPhone4S in mid October (10-14-2011). However, Korea-based Samsung, not Apple, takes the 2011 full-year top seller honors, edging out the iPhone by just 2M units overall. Samsung’s full-line of smartphone products shipped 95M units (with annual growth of 278%) to Apple’s 93M units (on yearly growth of 96%), the research company reported.

Perhaps more remarkable in the data is the growth of tablets and demise of the once popular netbooks (see chart). Tablets (Pads) were up 274% for the year (and 186% for the quarter) on shipments of 63.2M units, while netbooks fell to just 6.7M units (down 32.4%) for the quarter, shipping a total of just under 30M units overall for 2011 – down a whopping 25% for the year.

In Q4′11 desktops also experienced negative growth (-3.6%), but did manage to squeak out 2.3% overall growth for the year. The big seller (and big unknown) in the space are notebooks, including the new category “Ultrabooks” that represent the lion’s share (almost 50%) of the PC market. A recent Digitimes story revealed that Acer, Lenovo, HP and others were dropping prices in North America to help clear inventory for the soon-to-launch next generation Ultrabooks that will feature the new Ivy Bridge Intel processor. Intel intends to capture 40% of the chip market for notebooks by the end of 2012, but to get there some analysts see prices dropping to sub-$700 from their $1K level today.

Meanwhile, Apple and other tablet makers are busy with next generation launch plans, which include cloud-based solutions and the mobility benefits (instant-on, gesture and voice input et al.) of a slate over clamshell form factor. Enterprise level IT departments are also quickly adapting to iPad and other tablet options, with new solutions to the BYOD (bring your own device) trend now overtaking business computing. Overall, the new “U” category is not a slam-dunk and with growth in the triple digits for tablets and Pads, Intel and company may have an uphill climb in simply maintaining market share in the notebook category that grew just 7.5% last year. - Steve Sechrist

Note: see expanded story in this month’s Mobile Display Report that publishes on Feb. 15th.

It’s Official: Samsung to Spin Off LCD Biz

February 21st, 2012

The WSJBloombergLA Times and others are reporting Samsung Electronics Company is spinning off its unprofitable LCD business into a separate corporation provisionally called Samsung Display Co. to be capitalized with $668M investment on or around April 1, 2012. Bloombergreports the board of directors announced the move on Monday, and the new company may end up merging with Samsung Mobile Display, according to Daewoo Securities analyst James Song.

By NPD’s recent reckoning, Samsung is the world’s largest TV maker with 19.3% worldwide market share in 2011, on sales of nearly 48M units. While the company has dominated the top spot for the past six years, they still lost $667M in 2011. But Samsung is not getting out of the display business by any means. The company is shifting focus to new OLED displays with investment plans to spend up to $5.9B, according to Bloomberg, who also quoted Samsung spokesperson Nam Ki Young stating that Samsung, “is reviewing an eventual merge of its LCD and OLED operations.”

The latest numbers today from Santa Clara based NPD help tell the story behind the LCD market. Most folks who follow displays already know that large area LCD panel prices are in the tank right now. Most LCD fabs are experiencing squeezed profits from a condition of oversupply (and overcapacity). This is not new and is so common in fact we even have a name for this process, “the crystal cycle.”

What is unique this time is specifically where growth in large area (9-inch and above) TFT LCDs is happening, and how things look to proceed from this point in the display market development. This is a time in the LCD industry that NPD analyst, David Hsieh is characterizing as “…experiencing unprecedented changes [where the] tablet PC is driving growth and becoming the center of product innovation.”

One look at the display growth numbers tells us tablets are red hot, with a 217% growth from 2010 through 2011. The other high growth category is the public display market at a more modest by comparison 52% growth over the same period. Only one other category, notebook PC is in positive growth territory in 2011, with a slender 8% growth over the period. All others, including LCD TV (at -8%) and LCD monitors (at -1%) are in negative growth territory, see table. In fact, Tablets are the only display category with a rate of change that’s growing in the LCD space, all others lost ground in growth rates over 2010 numbers, including public displays that shed 1 point in 2011 (52% growth) over the growth rate of 53% the year prior.

And the case looks most severe for LCD TVs, which moved from a rate of growth of 35% in 2010 to a negative 5% rate, a whopping 40 points over the period. But does this mean LCD TVs are going away? According to NPD, what we’re seeing are “inventory adjustments in the supply chain” since 2010, even though this is the first time that LCD TVs have been in negative territory since the advent of the category in 2002. The group sees 2012 as a recovery year with developments in thin bezel and LEDs continuing to dominate the TV space.

While tablets, selling almost 60M units in 2011, are driving stellar growth in the category, it is not enough to make up for losses in other segments. Samsung is seeing the writing on the wall and moving (at least operationally) toward a newer higher profit OLED technology that’s poised for $20B growth by 2018, (by Display Search reckoning) and perhaps much sooner if Samsung can deliver on the goods. - Steve Sechrist

Is There an e-Writer in Your Future?

January 31st, 2012

Tucked away in the South hall of CES earlier this year was the up and coming Improv Electronics better known to Display Dailyreaders as Kent Display’s new consumer products subsidiary. Like E-Ink, who built a veritable e-Book Reader empire out of its bi-stable electrophoretic (EPH) display technology, Improv is looking to build a new “e-Writer” market with its version of EPH (bi-stable) display. While currently a market niche, the group hopes the space will catch on with corporate positioning that focuses its technology as “…tree-friendly, electronic alternatives to paper and pens that utilize revolutionary Reflex No Power LCDs as their writing and drawing surface.”

With the catch phrase “goodbye paper,” the group said no home, office, field or car is complete without the ability to jot notes, draw, calculate, message and memo on this reader. The image capture device comes in 8.5-inch to 10.5-inch display sizes.

Here’s the official spec from Improv’s latest flagship device, the Rip e-Writer that can also save images for later edit and storage:

  •    • Internal memory for 200 typical images
  •    • High resolution, vector PDF format (nearly infinite scalability; editable in Adobe Illustrator/Photoshop and most other popular illustration and image editing programs)
  •    • 9.5″ writing surface (measured diagonally)
  •    • Micro USB port
  •    • Thin, durable and lightweight construction
  •    • Integrated stylus holder (stylus included)
  •    • Erase lock button
  •    • Rechargeable batteries with one week between charges under typical use

What’s unique about the marketing approach is the use of EPH technology to move to the other side of paper’s universal utility, from passive reading to pen input, drawing, etc. But Improv doesn’t have an exclusive on the pen. A brief review of the 111 EBRs, either previously or now available, shows 42 (roughly 38%) come with touch or pen input-and that number includes only the EPH versions.

Meanwhile, general-purpose tablets are gaining traction in the EBR space, with full motion video and color images to tempt new users-and some are looking at the same pen input market as a product differentiator.

Case in point is the Samsung Galaxy Note LTE that features a highly accurate Wacom pressure pen stylus (used for professional graphics input) on a 5.5-inch color HD display (1280 x 720 pixel.) That’s 277 ppi, nearly as high as the resolution of the Retinal display from Apple. The display also supports multi-touch for general navigation.

Samsung is looking to use pen in both precision drawing input and the hand writing recognition, a technology that literally sunk the Apple Newton in the mid-90’s. At CES-2012, Samsung (and Improve both) had artists using the latest “pen tablet” to sketch caricatures of visitors to the booth.

So, while the Improv strategy is not dissimilar to E-Ink in the early days, with its tree-friendly, electronic alternative to paper message, the group will face an uphill battle from both front-plane technology rival E-Ink Holdings and the second elephant in the room, general purpose tablets, looking to carve out their own niche in a second-screen world dominated by Apple.

What the group may need is an “Oprah Winfrey moment” where the “mom and pop” culture icon, holding up a Boogie Board e-Writer in her hand, looks directly into the camera and says “…I love this thing!” - Steve Sechrist

Whom Do You Believe?

January 24th, 2012

It is difficult to know what set of AMOLED TV sales numbers to accept as real. For example, executives from OLED TV maker LG (via Forbes interview at CES) stated they hope to sell as many as 200K to 300K of their new 55-inch AMOLED TVs this year, and boost that number to the 2M mark by 2013. Not so, says the much more conservative estimates of iSuppli, the research group pegs AMOLED TV sales number total (not just LG’s) at just over one-tenth the LG goal (34K units) for 2012 and growing to perhaps 500K by 2013 and 2.1M units by 2015.

The big unknown and a powerful determinant of course, is at what price (assuming they can deliver)? The way-thin OLED display with knock out colors and razor thin bezel has been floating retail price numbers in the $10K range, with a precipitous drop to perhaps less than half that amount ($4K) by the end of 2012. But nothing official has come out of either LG or rival Samsung.

Part of that issue is ramp and yield, scaling the production of 55-inch OLED panels to go into production at the Gen 8.5 factory that LG plans to use. Back in mid-July 2011, LG’s CEO Kwon Young-soo stated the company was planning to move directly to Gen 8.5 (2200mm x 2500mm) panels. LG’s current Gen 4.5 plant is reportedly supplying panels to Nokia at a rate of about 4K substrates (730mm x 920mm) per month. This plant has been operational since Feb-2011 and can scale to 12K substrates per month. Nokia is using these OLEDs for smaller smartphone displays in a deal announced with LG back in Jan-2011.

In July, LG’s Kwon said the company was shifting away from the small AMOLED business in favor making the large-sized TV displays, with a commitment to launch by mid-2012. The CES Press Day, and introduction of the LG 55-inch AMOLED TV (55EM9600) was the culmination of that commitment.

But for LG, the numbers don’t quite add up with the company needing around 37K units per month (assuming a May 2012 launch) and the company previously stated that Gen8.5 fab can only produce 30K panels per month at 100% yield.

On the other hand, just the fact that we are discussing the question of unit volume and price for a 55-inch AMOLED-TV set is impressive in itself. How does that saying go… it’s not how well the elephant dances, it’s the fact that it is up on its haunches and shaking to the beat that is so astounding. Truth be told, LG and Samsung, perhaps even Panasonic too are planning to deliver in 2012, the AMOLED TV promised so long ago.

Quick somebody pinch me, we’ve been covering the technology for years, looking at jaw-dropping prototypes at major display and consumer events, only to have those same devices, shuttle back into the recesses of R&D labs, gone and forgotten until the next major confab comes along.

So getting back to the original issue, over whom to believe… Who cares? Bring it on, get those units launched and into the market. I can’t wait for the endless rounds of out-of-box and hands-on articles, Blogs and YouTube video’s on just how cool, thin, bright, colorful, and saturated, and if these displays measure up to the present king of the display hill, AM-LCD’s.

But this new year of the Dragon, and an election year to boot, here in the US, may prove to be the watershed year that a true AMOLED TV finally ships, albeit the wealthier side of the hoi polloi. Will it truly give us a reason to move that old LCD or Plasma dog into the garage, forcing us to dip into the kiddie’s college fund, or take out that second mortgage to bring home the latest and greatest, thinnest and brightest TV ever made? - Steve Sechrist

Will “Smart Sensors” Replace TV Remotes?

January 17th, 2012

One big focus for TVs at CES this year was a plethora of alternatives to the remote control. Options ranged from voice, and smartphone app connectivity and control solutions, but perhaps the most intriguing for its simplicity and ease of operation is the use of hand gestures to replace the IR remote control. As mentioned in yesterday’s DD by Pete Putman, Samsung was there with a CES Press Day announcement supporting hand gesture technology on several of its high-end, Smart TV models. The company said they will begin shipping high-end TVs (8000 & 6000 series), which include an on-board camera mounted top center of the set, that not only captures images for Skype video phone calls, but also translates gestures into commands that can replace the standard functions of the remote.

To make its point, Samsung had a demo’s showing the technology in operation at CES and we had a chance to try out the technology first-hand (pun intended.) The Samsung device goes beyond a Kinect-like gesture control, by adding voice and even face recognition to the intelligence of the ever smarter, Smart TV. For the Samsung gesture demo room, the company set up two large glass enclosed areas.

Our first impression was that the technology worked rather well, with voice and face recognition quite impressive for a first gen demo. To turn the system on, one simply speaks “Hello TV” to prevent any unintended gestures making TV set changes. Voice commands like channel up/down and volume up/down worked fairly well, but did require a strong and fairly loud voice. Others in the room were able to use these voice commands also.

Face recognition was even more robust, but does require the user to be in front of the TV. When a second user moved to this recognition zone, the profile set up for that specific user was recognized (based on face), and displayed top-level content preferences.

What we did notice is the gesture recognition UI needs some work. Specifically the screen UI text and icons were rather small, requiring balloons that highlighted tightly packed line items perhaps in an effort to improve visibility and accuracy. As the user waved the hand to control the cursor on-screen-the balloons would appear than disappear, like doing a mouse roll-over on a hypertext link.

This part of the demo even took the trained user a couple of tries to select the specific on-screen function, even after giving demonstrations all day long. Overall the gesture on-screen navigation experience felt a bit forced, as if Samsung engineers migrating a more highly accurate pointing device over to the gesture UI, rather than developing the system from the ground up (note, this is pure speculation on my part.)

Contrast this experience with the Prime Sense demo going on in the South Hall of the CES show where the company confirmed that LG was a licensee and showing its version of a Kinect-like accessory running gesture in their booth. The Prime Sense UI employed a rather innovative highlighting system for gesture control (along with much larger on-screen targets) that made the experience almost game-like and fun. The UI used bright white marker-like highlights on screen, to indicate what was selected. It was rather compelling. The LG system uses a multi-camera approach that is based on creating a 3D image that may prove to be more robust, responsive but perhaps more expensive.

Samsung may have developed the 2D camera based gesture technology itself, or perhaps licensed it from Herzila, Israel based XTR3D (short for Extreme Reality) that sells a single camera solution optimized for a host of devices including TVs, mobile, laptop and gaming. On their web site the company said its technology includes real-time software that uses “…full body 3D motion capture technology,” from a single standard webcam. The motion capture engine “extracts the 3D position” of the user in front of the camera, using every frame, then creates a live 3D model of the user in real time, that’s analyzed with gestures extracted, using “appropriate tolerances according to skeleton positioning and/or trajectories,” the group said.

Specific to the TV solution, XTR for TV requires a web cam and software, offering OEMs a minimal footprint and memory consumption, with seamless integration to augment the existing remote control, working up to 5 meters away. It also helps that the solution is OS agnostic adapting to any platform, according to the company.

We think gesture control, along with voice and face recognition is the “wave” of the future of TV, plus many other devices. Besides being intuitive and convenient, it also has the potential to solve the lost remote problem-and which remote to use. Like so many other areas in TV innovation, what was shown at CES this year was not totally new. We’ve been looking at gesture and voice based TV prototypes since 2008 from Hitachi and Toshiba at CEATEC Japan, and perhaps even before that. But the big difference this time, LG and Samsung TVs are set to move out of the lab and ship to consumers this year. We have no doubt that the Samsung experience will improve to parity LG. So now we can finally say, “Goodbye remote” and “Hello-TV.” - Steve Sechrist


OLED TV One-Two Punch LG / Samsung Deliver 55-inch at CES

January 10th, 2012

Fresh out of the gate here at CES minus one, aka, “Press Day,” the hot rivalry between Samsung and LG just turned white-hot at the blockbuster introductions of not one, but two, 55-inch OLED TVs (using two different technologies) from the two Korean CE giants.

First came LG’s 55-inch OLED (uses white OLED, plus a color filter of RGBW) which had the media at a frenzied pitch by the time the press conference ended. LG’s John Taylor and company had the stage mobbed by a press eager to get an up-close look at the new set, despite the best efforts of company-hired security to protect the new device from a swarm of onlookers.

Then six hours later, Samsung, never to be upstaged by hometown rival LG, announced its new 55-inch OLED set (also scheduled to ship in 2012), based on its red, green and blue OLED sub-pixels and, perhaps, PenTile technology (sans any color filter). Samsung evidently learned from LG’s mistake of leaving the set on stage for the press as they moved the OLED set off stage before the end of the show.

OLED technology has been in the offing for the past four years, after the long-promised technology arguably made its TV debut at the 2008 CES with the Sony XEL-1. That 11-inch OLED TV was more of a proof-of-concept device, offering an eye-popping display that served to whet the Consumer Electronics industry’s appetite for the “uber” thin, self-emitting OLED technology.

Today, that earlier promise was delivered and then some — at least as far as any trade-show press conference can — and not by Sony, but by two Korean rivals who seem, more than ever, determined to leave Sony in the consumer TV technology race dust with large OLEDS that will ship this year.

LG offered a stunning pedestal style 55-inch diagonal package with electronics built into the base of its stand. Specifications for the new display include a new model number (55EM9600) and a very light for its size (16.5 lbs.) ultra thin (4mm) product. To get the stunning images, Tim Alessi, LG’s Director of Home Electronics New Product Development confirmed that the set uses a White OLED approach with a four primary (RGBW) color filter. They also employ what LG calls “Color Refiner” technology that works together to generate “natural and accurate colors that are sharp and consistent.” According to LG, this technology uses a special algorithm to improve viewing angle and refine hues and tones, making the viewing experience more consistent than in past models.

For its part, Samsung said far less about their OLED, offering no model number as yet, but did indicate in an earlier report in Korea-based ET News that the panel was made on their 5.5-Gen SMS line (small mask scanning), having reached yields and life time efficiencies that justify going to market, perhaps in time for the 2012 Olympics.

Four years ago at CES, Sony launched its 11-inch “TV” along with an odd native resolution of 960×540 to much fanfare, but, by February 2010, the company stopped production amid concerns over limited lifetime of the display technology (17K hours to half brightness) that uses sub-pixel architecture, micro cavity, and compensation circuits developed by Sony. A report on Sony’s OLED lifetime released at the time stated, “The RGB architecture is very sensitive to the image and has a 5,000 hour lifetime for white and a 17,000 hour lifetime for the typical video image, well below the published specifications of Sony. Moreover the panel suffers from differential aging: After 1,000 hours the blue luminance degraded by 12 percent, the red by 7 percent and the green by 8 percent,” according to the DisplaySearch findings. For its part, Sony continued to maintain the published spec of 30K hours life for the XEL-1 OLED TV. The set eventually reached a selling price of $2500 and was the world’s thinnest TV at just 3 mm.

But Sony was successful in creating demand for the new OLED technology and the time is ripe for OLEDs to once again appear, this time in full-HD and real TV sizes of 55-inch. It will also be interesting to see who choose the better OLED approach in these “early days” of large display for the technology — the lower cost and perhaps less risky LG color filter approach, or Samsung’s RGB OLED cells that depend on getting the science right to match lifetime color uniformity and brightness over the long haul. Let’s hope the lessons of Sony weren’t lost on Samsung and they can deliver on what some are calling the “messiah of TVs.” -Steve Sechrist

Get Ready for the “Ultrabook” Wave But Will it Catch Fire?

January 3rd, 2012

The Intel PR machine is working overtime pushing the latest “salvation / solution” for PC makers as it feels the pinch of dismal tablet sales, eroding laptop market share to iPads, and more recently, the impact of the Kindle Fire and B&N’s Nook. Worldwide PC shipments are almost 4X factor more than tablets (370M PC’s to ship in 2012 to 103M tablets-according to Gartner). But, it’s the worldwide growth rates that have the industry shaken – 4.5% for PCs vs. 63% growth in tablets, says TrendForce Corp (WitsView).

WitsView also noted that the tried and true PC laptop will growth 13.3% from 172.8M units in 2011 to 195.1M in 2012. But netbook sales will decline 17% from 22.3M in 2011 to 18.5M units in 2012. It would seem that netbook customers were the first to migrate to tablets.

Ultrabooks, on the other hand, feature instant on, long battery life and thin portable devices, As a result, Intel is looking to reinvigorate sagging sales from both the one-off tablet and netbook misfires of 2011, with ultrabook kick-off at the CES confab next week. For example, Wired.com reported last month that CEA expects between 30 to 50 new ultrabooks to launch at the event.

Intel claims up to 70 new ultrabooks are currently in various phases of development including 10 models that have already shipped in 2011. The company also predicts the new class of device will take 40% to 45% of the consumer portable PC sales in 2012. IHS iSuppli offers a more realistic market forecast at 43% ultrabook penetration by 2015.

Intel is betting on new chip performance to get the job done in the new ultrabook category. They published a whitepaper “Ultra Excited for Ultrabook1″ that hit today, outlining the opportunity for developers, based on new capabilities like touch and gesture input. The need according to Intel is to “…marry thin and light with the best in performance, responsiveness, security and battery life – filling the gap between desktop/laptop and tablet. We are reinventing the PC again. An Ultrabook device is ultra-responsive and ultra-sleek,” according to the Intel whitepaper.

To get there, Intel is offering a three-phase rollout.

  •   • Phase I: Ultra-Low Voltage (ULV) 2nd Generation Intel Core processors (already in-process)
  •   • Phase II: Ivy Bridge, Next generation Intel microarchitecture processors, scheduled for 1H-12 availability with improved power efficiency, visual performance, enhanced security, USB 3.0 and Thunderbolt support
  •   • Phase III. Haswell, Intel microarchitecture more power-efficient processors, lowering the thermal design point to half that of today’s processors.

Intel is including a set of technologies to help boost performance, responsiveness and security. These include: “Quick Sync Video”, “Wireless Display”, “InTru 3D” offering an HD 3D visual experience, “Insider” – allows vendors to offer full HD movies on Ultrabook systems, “Clear Video HD Technology” and “HD Graphics” offering better game support w/o the Graphics card. Rapid Start, Smart Response and Smart Connect, plus Anti-Theft and ID protection all help improve the end-user experience (making it more tablet-like.)

How are PC makers responding? Well on the radar screen, last month ASUS showed a sneak peak at a new (EEE PC T101H) convertible touch screen ultrabook due to launch in September 2012 with Win8 and Ivy Bridge processor. Of the devices that are already in the market, like the Acer Aspire S3, the company is betting big on a sales uptake. TaipeiTimes reports Acer announced that it expects to sell between 250K and 300K Aspire S3 super-thin laptops by Q4′12 making up between 25% and 35% of the company’s total notebook shipments.

We think the renewed emphasis on mobility for the clamshell PC space is a good direction, and in particular an important response to the competitive threats from tablets, that are growing in popularity even for business users. Having an on-board keyboard (built-in) is still a viable form factor loved by millions, and while the display and cloud gets us 90% toward the goal of mobility, for pure functionality, the laptop is still hard to beat. We see this, plus the coming Win8 O/S with touch screen support and some slick industrial design, to bring the rise of the “convertible ultrabook” PC, which may not take long to appear – in fact next week perhaps, so stay tuned. - Steve Sechrist

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