2007 Pico-Projector Market Segment Analysis

A study of the use of lasers and LEDs as an illumination source for integrated and companion pico-projection systems.

TABLE OF CONTENTS
1 Description of the Current Market 5
    1.1.     Description of the Expected Market for Pico-Projectors 7
    1.2.     Key Market Trends 12
        1.2.1.         Handheld Devices 12
        1.2.2.         Desktop Systems 17
    1.3.     Shortcomings of Current Displays 18
2 Projector Requirements 19
    2.1.     Key Technical Requirements 19
        2.1.1.         Integrated Projectors 20
        2.1.2.         Companion Projectors 20
    2.2.     Advantages of Laser Illumination 21
    2.3.     Technology Comparison 21
        2.3.1.         Single Scanning Mirror 23
        2.3.2.         Two Scanning Mirrors 24
        2.3.3.         Color Sequential Transmissive LCD 24
        2.3.4.         DLP 24
        2.3.5.         LCoS CFA 25
        2.3.6.         FLC-LCoS 25
        2.3.7.         Digital LCoS 26
3 System BOM Evaluation 28
4 Forecasts 32
    4.1.     Handheld and Desktop Forecasts 32
        4.1.1.         Discussion of Assumptions and Penetrations 43
    4.2.     Pico-Projector Revenue Forecasts 44
5 SWOT Analysis of Lasers vs LEDs 49
    5.1.     LEDs vs. Lasers 49
        5.1.1.         Strengths 49
        5.1.2.         Weaknesses 49
        5.1.3.         Opportunities 49
        5.1.4.         Threats 49
    5.2.     Lasers vs. LEDs 49
        5.2.1.         Strengths 49
        5.2.2.         Weaknesses 49
        5.2.3.         Opportunities 50
        5.2.4.         Threats 50
6 Major Players 51
    6.1.     Current players 51
    6.2.     Other Likely Players 52
    6.3.     Other Technologies 53
        6.3.1.         Pocket Projectors 53
        6.3.2.         Rollable and Foldable Displays 53
Table of Figures
Figure 1: Existing Market for Pico-Projectors 6
Figure 2: Publicity Photo of Integrated Pico-Projectors from Microvision 9
Figure 3: Photo of a Working Prototype Companion Pico-Projector from Explay 10
Figure 4: Photo of a Working Prototype Companion Pico-Projector from Upstream 11
Figure 5: Photo of a Mock-up of an Integrated Pico-Projector from Microvision 12
Figure 6: Apple iPhone Handheld Device 13
Figure 7: Cell Phone with Virtual Keyboard 15
Figure 8: Bluetooth and Camera Equipped Pen 16
Figure 9: Polymer Vision Rollable Display 17
Figure 10: Syndiant WVGA Compared to TI SVGA Imager 27
Figure 11: Syndiant and TI ASICs 27
Figure 12: Forecast WW sales of Handheld and Desktop Devices 33
Figure 13: Expected Penetration of Companion Pico-Projectors into the Market 34
Figure 14: Expected Unit Sales of Companion Pico-Projectors 35
Figure 15: Expected Penetration of Integrated Pico-Projectors into the Market 36
Figure 16: Expected Unit Sales of Integrated Pico-Projectors 37
Figure 17: Composite Expected Penetration of Pico-Projectors 38
Figure 18: Composite Optimistic Penetration of Pico-Projectors 39
Figure 19: Composite Conservative Penetration of Pico-Projectors 40
Figure 20: Expected Unit sales of Pico-Projectors 41
Figure 21: Optimistic Unit Sales of Pico-Projectors 42
Figure 22: Conservative Unit Sales of Pico-Projectors 43
Figure 23: Expected Integrated Pico-Projector Revenue Forecast 46
Figure 24: Optimistic Pico-Projector Revenue Forecast 47
Figure 25: Conservative Pico-Projector Revenue Forecast 48
Figure 26: Flexible Display from LG.Philips LCD 54
List of Tables
Table 1: Projector categories that could use laser and LED illumination 5
Table 2: Products That Could Include Pico-Projectors 8
Table 3: Integrated Pico-Projector Development Matrix 22
Table 4: Companion Pico-Projector Development Matrix 22
Table 5: BOM for an Integrated Pico-Projector with Single-Mirror Scan 28
Table 6: BOM for a Companion Pico-Projector with Dual-Mirror Scan 29
Table 7: BOM for a Companion Pico-Projector with 0.55" WVGA DLP and LEDs 29
Table 8: BOM for a Companion Pico-Projector with 0.23" HVGA DLP and LEDs 30
Table 9: BOM for a Companion Pico-Projector with Digital LCoS and LEDs 31
Table 10: Expected and Conservative Pico-Projector ASP Forecast 44
Table 11: Optimistic Pico-Projector ASP Forecast 45
Table 12: Known Players in the Pocket and Pico-Projector Business 51
 

Report Details | Table of Contents | Order | 2007 Laser Projection Systems Report