Divining the Trends

September was a busy month - and October looks just as active in terms of trade shows, company visits and industry news. In the October issue of Projection Monthly with Flat Panel Coverage (which covers events in September), coverage included CEDIA and 3D BizEx. Next month, we will have coverage from CEATEC and FPD International - both in Japan.

As expected CEDIA was rich with new announcements, which we covered religiously, but we also made a conscious effort to look beyond the news and try to understand the trends that are shaping the home theater market segment. This resulted in a number of analytical news stories that are particularly revealing.

For example, Ken Werner focused on flat panels, seeking to answer the following questions:

  1. How quickly are Full HD (1080-line) displays replacing HD (720-line) displays?
  2. How quickly are LCD-TVs with 120Hz frame rate replacing 60Hz sets?
  3. Are custom installers demanding sets with expanded color gamut?
  4. Are LCD-TVs displacing plasma TVs in the custom installation market?
  5. Are flat panels beginning to compete with front projection?

He found that some think the 1080p train is unstoppable, while others felt there is still a place for 720p products. Surprisingly, there was little pull or push for 120Hz or for extended color gamut. Ken also has a complete run down on the flat panel highlights from the show floor, including his take on what was important and why.

Analysts Steve Sechrist also attended CEDIA to look for some interesting trends, and he came back with two particularly interesting reports. One was a very nice round up of remote control devices and the industry's quest for the Holy Grail of the single remote. There is a clear industry focus on this now and the products Steve profiles are fascinating, albeit a little expensive for most of us.

Steve also did a great story on advancements in wired and wireless HDMI distribution. There is a big need for high quality signal distribution in the CEDIA channel, especially over longer distances, and HDMI is taking over, but there are limitations. This article details the state of the art and where we are going with these technologies.

Analyst John DiLoreto focused on projection at CEDIA. His wrap up summarizes all the important introductions, but provides commentary on what is new, innovative and important about these products. He spent a lot of time talking to these companies to get the details and insight that only come 30 minutes into the conversation. This shows in his coverage of the topic. John also has a longer piece on contrast measurement in projectors. This topic sparked a lot of response when John briefly covered it in his Display Daily column.

John, Art Berman and Matt Brennesholtz also teamed up to cover new screen technology. At CEDIA, we saw light rejecting front projection screens from Planar, Sony and DNP. But one of the more interesting developments was a new rear-projection screen design from LuminoZ. The design is said to enable large screen (size not specified) RPTVs that are only 4.7 inches deep. That's really impressive. We have not seen a demo yet, but can't wait.

In the world of 3D displays, Insight Media and USDC teamed up to sell out the 3D BizEx event held near the San Francisco airport. Not only did we include a wrap up of the main presentations and discussions from the show, but we also included what the 20 or so exhibitors were demonstrating. There are also separate news stories on a number of other important items, such as Philips' new Blue box and Red box solutions and Dolby's demonstration of a competing 3D cinema solution.

There was considerable excitement at this event as 3D cinema is clearly getting the attention of Hollywood and, with Samsung and Mitsubishi already in the 3D TV business, excitement is heating up in this sector too.

In our Market Intelligence section, we summarize the news from several other market research firms including iSuppli, DisplaySearch, WitsView, Pacific Media and Nikkei.

In the Business and Strategic section, there is a nice round up of flat panel manufacturing moves in China, and Ken's nice piece on Pioneer's agreement with Sharp - and the logic, or illogic, of the plan.

The full table of contents of this issue is shown below. The monthly report can also be purchased for $250, click here .

You can also evaluate this newsletter by receiving a free back issue by clicking here.

Until next time...

Chris Chinnock
President, Insight Media.

 Projection Monthly

October 2007

 
Microdisplay Devices 3
TI Bows DarkChip 4 / Hits 100K:1 Contrast 3
Screens 4
FogScreen Raises Hairs At Amusement Park 4
Light Rejecting Screens at CEDIA 4
     dnp 4
     Planar Xscreen 5
     Sony 6
New RPTV Screen from LuminoZ 7
SmX Aim at Top End Home Theater Screen Apps 8
LED/Laser Devices and Components 11
LED News Update 11
Nichia Settles One - Then Files Another Patent Dispute 12
Shootout at the LED Corral 13
Toshiba Announces 30 Lm Surface-Mount White LED 14
LED Lighting 15
Seoul Semi Announces Worlds Brightest LED 15
LED Lighting Activity Grows 15
Matsushita To Enter OEL Lighting Market in 2012 16
Prodisc Technology Transforms LED Lighting 17
Display Electronics 17
TAEC Chip Reduces Blur in Full-HD 17
Xilinx Supports Barco Single-chip JPEG2000 Codec 18
Backlights 19
Asian BLU Makers Update II 19
LCD Components & Manufacturing 20
Carbon Nanotubes Lower LCD Response Time 20
China Bows First Color Filter Plant 21
Nippon Elect. Boosts Glass Output for LCD-TVs 21
Prices Grow Stable for Component Suppliers 22
Flat Panel Watch 23
Does Anyone Care about TV Power Consumption? 23
Flat-Panel Trends at CEDIA 25
     How Important is Full HD? 25
     More Colors; More Frames 28
Flat-Panel Highlights at CEDIA 31
     Pioneer Impresses with KURO; Panasonic with prices 34
     Is Joe Kane plotting Samsung's future? 36
     Back to the show floor 36
LCD Products 37
Envision Delivers 22-inch Widescreen Monitor 37
HP Rolls out 47-inch MediaSmart LCD-TV 38
NEC Display Releases New Widescreen Monitors 38
Sharp Bows THX Certified LCDs 39
TCL Launches 74mm-thick LCD-TV 40
RPTV Products 40
JVC Said to Drop RPTV SKU's - Maybe 40
Mitsubishi Puts 3D-RPTVs on Tour 41
Market Intelligence 42
Large-size LCD Panel Trends 42
     440M Large LCDs Possible in 2008 42
     Widescreen and Thin Bezel Trend 44
     Panel Pricing is Flat in September 45
LCD Panel Shortages Coming in '08? 46
     Panel Orders and Outside TV Manufacturing 47
PDP Production Ups and Downs 48
PMA Reports Digital Signage Growth 48
Sharp Leads Japanese Consumer Poll 49
Business and Strategic 50
News Focus: China 50
     LG-Philips Plans Expansion / Moves Production 50
     BOE Planning 4.5G Panel Plant in China 50
     Prices of LCD-TVs in Beijing 51
     TCL Sees Slow Earnings Recovery 51
     Tatung Shipping LCD-TVs to Proview 51
Funai Works to Counter LCD-TV Loses 52
Japanese Seek More Energy-Efficient LCDs 53
JVC to Cut Work Force by 18% 53
LG.Philips LCD Sees Turnaround 53
Pioneer Finds a Life Preserver 54
Samsung Builds Russian TV Plant 56
Samsung's Exceeds 200M LCD Panels 56
TI To Boost Sales With $100M Campaign 57
What's This? TPV and Amtran Cut PDP Production 58
Home Theater Watch 58
CEDIA Trends in Remote Control Devices 58
     THX Reveals Blackbird Initiative 58
     Logitech's Harmony Defines Simplicity 60
     Philips upgrades Pronto 61
     Acoustic Research's WiFi Remote 62
     Bang and Olufsen Remote 62
     ControlThink's Vista SideShow w/ Z-Wave 63
     Xantech XTR39 LCD Touch Screen 64
     Crestron Shows MLX-2 65
     Conclusion 65
CEDIA Offers New HDMI Distribution Solutions 66
     Introduction 66
     HDMI Extension Cables-(point to point) 66
     CAT5 Solutions 68
     HDMI over Fiber 70
     HDMI over Coax 71
     Wireless HDMI 71
What is the Meaning of Contrast? 71
Home Theater Projectors 73
HT Projectors Break New Ground at CEDIA 73
     JVC 74
     Sony 74
     projectiondesign 75
     Digital Projection 76
     Samsung 76
     SIM2 77
     Runco 77
     Planar 78
     3LCD 78
     Epson 79
     Mitsubishi 79
     Panasonic 80
     Sanyo 80
     Wrap-up 80
Optoma Releases Full HD Projector HD80 81
Business Projectors 81
Canon Launches New Projectors 81
NEC Intros WXGA DLP Projector 82
Toshiba Announces Affordable Mobile Projector 82
LED/Laser Projection 82
Foreal Spectrum Readies LED Projector 82
3D BizEx Conference 83
3D Digital Signage Needs Metrics for Success 83
Philips Expands 3D Portfolio 85
S-3D Gaming Gets Organized 86
Business Model Slowing Stereo 3D Adoption Among Gamers 87
Dolby Ups the Ante in 3D Digital Cinema 88
Paramount / DreamWorks Talk 3D Movie Making 90
3D Cinema Panelists Offer Advice 91
3DTV Coming to a Store Near You 92
Should We Form the 3D Trade and Education Association? 93
     Activities 93
     Feedback Needed 95
Sensio's 3D Fits Standard Video Systems 95
Viz Center Speakers Headline 3D BizEx Conference 97
Exhibition at 3D BizEx Conference Better than Ever 98
3D Displays 102
3D Cinema Goes on the Road 102
Hitachi Resurrects 2004 Technology for 3D 103
LC-Tec 3D to Reorganize 103
     LC-TEC Asia 104
     LC-TEC Displays 104
     LC-TEC Venture 104
Quantel Bows Stereoscopic 3D Post Systems 105
Zalman Touts New 3D Monitors 106
Vis Sim 107
eyevis Enlarges its EYE-LCD Series 107
SEOS Divests its Viz Sim Business 108
Digital Cinema 108
AccessIT Bows Digital Cinema Sports Channel 108
Electronic Signage 109
British Airways Makes ATM:ad Solution Long-term 109
CBS to Acquire Retail Digital Advertising Company 109
EmebaVet to Install Veterinary Hospital Signage 109
Mitsubishi Rolls out Full HD Digital Signage Display 110
Tacoma Landmark Outfitted with Digital Signage 110
DTV Watch 111
FCC OKs DTV Must Carry Rules for Cable TV 111
Industry, Gov't Groups Start DTV Ed. Campaigns 112
     Consumer Awareness Should Accelerate 112
     Consumer Spending on DTVs Should Pick Up, Too 112
Red Laser HD Discs Brings New Life to DVDs 113
Sony's No-Lose Situation 114
Insight Media News 116
Opportunities in 3D 116
     IM Releases 3D BizEx 2007 Proceedings 116
     SMPTE Technical Conference & Exhibition 116
     International Conference and Exhibition on Stereo 3D 116
     Home Theatre in 3D 117
     Stereoscopic Displays and Applications 117
IM Releases "Professional Video Monitors" Report 117
IM Releases Report on Field Sequential Color LCDs 118
IM Releases "Thin RPTV Report" 119
Newsletter Editorial Matrix 121
About Projection Monthly 122
About Insight Media 122

 

About Insight Media

Insight Media (www.insightmedia.info) is a leading publishing and consulting firm focused on the display industry. With its core team of world-class display experts, Insight Media tracks the technology, components, products, markets, applications, manufacturing and business aspects of consumer and professional display markets. The company publishes daily and monthly news and analysis as well as in-depth annual technology/market reports. It also hosts industry conferences, provides strategic and tactical consulting services and offers industry education via webinars and on-site seminars.

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