2008 3D Television Report

TABLE OF CONTENTS
1 Executive Summary 12
    1.1.     Introduction to Stereoscopic 3D for Television 12
    1.2.     Human Perception of Stereoscopic Images 14
    1.3.     3D Display Technologies Suitable for 3DTV 15
    1.4.     Encoding Standards for 3DTV 17
    1.5.     Forecasts for 3DTV 18
2 Human Factors of 3D Stereo Perception 22
    2.1.     Normal Perception of 3D 22
    2.2.     Anomalous Perception of 3D 26
3 Existing Content for 3DTV 28
    3.1.     3D Content Desired by Consumers 28
    3.2.     Movies 29
    3.3.     Computer-Generated Imagery 31
    3.4.     Computer Games 32
    3.5.     Special Events 34
4 New 3D Content Creation 35
    4.1.     Filming with two cameras 35
    4.2.     Computer Generated Images 38
    4.3.     Conversion of 2D to 3D images 38
5 2DTV Display Technologies 40
    5.1.     Introduction 40
    5.2.     Projection Technology 40
        5.2.1.         Digital Light Processing (DLP) 40
            5.2.1.1.             The DMD 40
            5.2.1.2.             1-Chip vs. 3-Chip 42
            5.2.1.3.             Smooth Picture 43
        5.2.2.         Liquid Crystal on Silicon (LCoS) Technology 44
            5.2.2.1.             3-Panel LCOS 46
            5.2.2.2.             Single Panel LCOS 47
        5.2.3.         3LCD Technology 48
        5.2.4.         Other Projection Technologies 51
    5.3.     Direct View LCD Technology 52
    5.4.     PDP Technology 54
    5.5.     OLED Displays 56
6 3DTV Display Technologies 59
    6.1.     3D Overview 59
        6.1.1.         Stereoscopic Images 59
        6.1.2.         Active and Passive Glasses 60
        6.1.3.         Backward-Compatible Anaglyphic Techniques 64
        6.1.4.         The Infitec 3D System 66
    6.2.     3D Family Tree 68
        6.2.1.         Time Sequential 68
        6.2.2.         Co-Located Pixels 70
        6.2.3.         Spatial Separation 71
        6.2.4.         Summary 73
7 3D Projection Systems 79
    7.1.     Co-Located Pixels 3D (Two Projectors) 79
        7.1.1.         Image Separation Techniques for Dual-Projector Installations 81
        7.1.2.         DLP Options for Dual-Projectors or Engines 81
        7.1.3.         3LCD/LCOS Options for Dual Projectors or Engines 84
    7.2.     Time Sequential 3D (One Projector) 89
        7.2.1.         Image Separation Techniques for Single Projector 3D 89
        7.2.2.         Bandwidth and Bit Depth in Single Projector Systems 90
            7.2.2.1.             External Bandwidth Requirement 91
        7.2.3.         DLP Options for Single Projector Time Sequential 92
            7.2.3.1.             Full Pixel Count Front Projection Systems 92
            7.2.3.2.             Half Pixel Count SmoothPicture Rear-Projection Systems 98
            7.2.3.3.             Conclusions for Single-Projector DLP 3D Systems 101
        7.2.4.         3LCD/LCoS Options 101
    7.3.     Opportunity Analysis for 3D Projection Systems 103
8 3D AMLCD Television 106
    8.1.     AMLCD 3D with Glasses 110
        8.1.1.         Micropolarizer Approach 110
        8.1.2.         Stacked Dual LCD Approach 120
        8.1.3.         Optically Combined LCD Displays 124
        8.1.4.         Field Sequential AMLCD 3DTV 125
    8.2.     Autostereoscopic AMLCD Approaches 131
        8.2.1.         Parallax Barrier 3D 132
        8.2.2.         Lenticular (Multi-View) 3D 135
9 3D Plasma Television 138
10 3D OLED Television 140
11 3DTV Content Delivery 142
    11.1.     Understanding TV Content Delivery Chains 142
        11.1.1.         Production, contribution, distribution and display levels 142
        11.1.2.         Video Standards and Recording Formats 143
    11.2.     Backward Compatibility Requirement for 3DTV Formats 150
        11.2.1.         Producing 3D on 2D equipment: Production Compatibility 151
        11.2.2.         Transporting and Recording 3D on 2D Equipment: Contribution Compatibility 152
        11.2.3.         Watching 3D as 2D on a 2DTV set: Standard Backward Compatibility. 152
        11.2.4.         Watching 3D as 3D on a 2D set: Hardware Retrofitting 152
        11.2.5.         Watching 2D as 2D on a 3DTV Set: Content Continuity 153
        11.2.6.         Watching 2D as 3D on a 3DTV set: Content Retrofitting 153
    11.3.     Delivery Chain Compatibility with 3D Content 153
        11.3.1.         Geometry of the Native 3D Picture 153
        11.3.2.         Transmitting Full 3D Over Existing 2D Chains: Dual Stream 3D 155
        11.3.3.         Squeezing 3D Inside Existing 2D Formats: 3D Multiplexing 157
    11.4.     Comparison of Analog and Digital 3D Formats 159
        11.4.1.         Structure of the Comparison Charts 159
        11.4.2.         Dual Stream 3D 161
        11.4.3.         Anaglyphic 3D 163
        11.4.4.         Spectral Encoding 164
        11.4.5.         Row Interleaved 3D 166
        11.4.6.         Side-by-Side and Over-Under Anamorphic 3D 168
        11.4.7.         Digital Spatial Compression (Sensio) 170
        11.4.8.         Embedded Dual Stream 171
        11.4.9.         Checkerboard and Other Pixel-Shuffling Formats 173
        11.4.10.         Foreground and Depth Map 176
        11.4.11.         Left and Right Views plus Depth Maps in Quadrant 178
        11.4.12.         Foreground, Background and Depth Maps in Quadrant 179
12 Analysis / Prospects for 3DTV 184
    12.1.     Signs of Progress 184
        12.1.1.         Situation: The Chicken & Egg Gridlock is About to be Set Free. 184
        12.1.2.         Strategies: Partnership to Build End-to-End 3D Solutions 184
        12.1.3.         Strong Positions in the Race to 3D Format 185
        12.1.4.         Open Options: The Disruptive Effect of the Digital Switchover 186
    12.2.     Introduction to Forecast 188
    12.3.     Total Available Market (TAM) 190
    12.4.     Forecast for 3D-Ready and 3DTV 193
        12.4.1.         RPTV Analysis 195
            12.4.1.1.             Forecasts for DLP RPTV 196
            12.4.1.2.             Forecasts for 3LCD and LCoS RPTV 200
        12.4.2.         Plasma TV Analysis 204
            12.4.2.1.             Forecasts for Plasma 205
        12.4.3.         LCD TV Analysis 209
            12.4.3.1.             Price Premium for LCD 3DTV 209
            12.4.3.2.             Forecasts for LCD 211
        12.4.4.         Front Projection Home Theater Analysis 214
            12.4.4.1.             Forecasts for DLP Front Projection Home Theater 215
            12.4.4.2.             Forecasts for 3LCD/LCoS Front Projection Home Theater 218
        12.4.5.         OLED and Other Technologies 221
        12.4.6.         Summary of Forecasts 222
            12.4.6.1.             Summary Forecasts by Scenario 222
            12.4.6.2.             Expected Summary Forecasts by Technology 225
    12.5.     Who is Watching 3DTV? 229
        12.5.1.         Sales of 3D Conversion Kits 229
        12.5.2.         3D Source Forecast 231
        12.5.3.         3D "Eyeball" Forecast 232
    12.6.     Forecast Conclusions 234
        12.6.1.         3D Eyeball Forecast 234
        12.6.2.         Forecast Implications for TV Manufacturers 235
        12.6.3.         Forecast Implications for Peripheral Manufacturers 235
        12.6.4.         Forecast Implications for Content Creators 235
13 3D GLOSSARY 236
Table of Figures
Figure 1: Stereoscopic Display Technologies 16
Figure 2: Unit Sales of 3D-ready and 3DTVs 19
Figure 3: World Wide Revenue Forecast for 3D-ready and 3DTVs 19
Figure 4: Expected 3D-Ready & 3DTV Unit Forecast by Technology 20
Figure 5: Expected 3D-ready & 3DTV Revenue Forecast by Technology 21
Figure 6: Perspective Depth Cues are Aided by Learned Experience 23
Figure 7: Motion Parallax 23
Figure 8: Consumer Preferences for 3D viewing Content 29
Figure 9: 3D Movies since 1895 30
Figure 10: 3D Cinema Then and Now 30
Figure 11: 22-inch 3D LCD Monitors for Gamers 33
Figure 12: Professional 3D Video Cameras 36
Figure 13: Consumer 3D Video Camera from ColorCode 3D 36
Figure 14: Imax 3D Film Camera 37
Figure 15: Digital Micromirror Device (DMD) 41
Figure 16: DLP Projector Designs 42
Figure 17: DLP Projector with SmoothPicture 43
Figure 18: Cross Section of an LCOS Panel 45
Figure 19: Standard 3-Panel MacNeille type 3PBS/X-cube Architecture 46
Figure 20: CQ3 3-Panel LCOS Architecture 47
Figure 21: FSC Single Panel LCOS Architecture 48
Figure 22: Cross Section of a Transmissive HTPS LCD Microdisplay Panel 49
Figure 23: Operation of a Twisted Nematic LC 50
Figure 24: Architecture for a 3LCD Projector 51
Figure 25: Linear Arrays for Projection Applications 52
Figure 26: LCD vs. CRT Unit Sales 53
Figure 27: Structure of a LCD-TV 54
Figure 28: Structure of a Plasma Display Panel 55
Figure 29: Structure of a Surface Discharge Plasma Cell 56
Figure 30: OLED Structure 57
Figure 31: Sony XEL-1 OLED TV 58
Figure 32: Stereoscopic 3D Imagery 59
Figure 33: Active and Passive 3D Glasses 61
Figure 34: SoftPixel Plastic Active Glasses 61
Figure 35: Disposable Polarizing Glasses 62
Figure 36: Disposable Glasses for Color-Based 3D 62
Figure 37: Dolby 3D Glasses using the Infitec System 63
Figure 38: Anaglyph 3D Image without Glasses 64
Figure 39: ColorCode 3-D Image 65
Figure 40: Eclipse 3D Image 66
Figure 41: Infitec RBG Spectral Filter Approach 67
Figure 42: Family Tree for Time Sequential 3D 69
Figure 43: Family Tree for Co-Located Pixels 3D 71
Figure 44: Family Tree for Spatial Separation 3D 72
Figure 45: Stacked Projectors for 3D 79
Figure 46: HDMI 1.3 Cable 92
Figure 47: 3-DLP projectors for eye-sequential operation 93
Figure 48: InFocus DepthQ Single Panel DLP projector for eye-sequential operation 93
Figure 49: Real D 3D Cinema Approach 94
Figure 50: Infitec/Dolby 3D Approach 96
Figure 51. Dolby/Infitec Color Wheels 96
Figure 52: DLP SmoothPicture Stereoscopic Video Format 99
Figure 53: Micropolarizer-based 3D AMLCD Architecture 111
Figure 54: Viewing Angle is Affected by Micropolarizer / Pixel Spacing 113
Figure 55: SpectronIQ 3-D 46-inch 3DTV 117
Figure 56: Arisawa P240W 3DTV 119
Figure 57: Micropolarizer 3D Monitors 119
Figure 58: iZ3D 3D Monitor 121
Figure 59: iZ3D Monitor Architecture 121
Figure 60: Perceiva DSD190 123
Figure 61: Optically Combined 3D Displays 124
Figure 62: Optically Combined 3D Display Architecture 125
Figure 63: Field Sequential Stereoscopic AMLCD Display Technology 126
Figure 64: Optically Compensated Bend (OCB) LCD 127
Figure 65: Field-Sequential Addressing 129
Figure 66: Field Sequential Operation with Scrolling Backlight 129
Figure 67: Lightguide Structure for Scrolling Backlight 131
Figure 68: Parallax Barrier 3D 133
Figure 69: Effects of Viewer Position 133
Figure 70: Switchable Parallax Barrier 134
Figure 71: Pavonine C190S Autostereoscopic AMLCD Monitor 135
Figure 72: Lenticular 3D 135
Figure 73: LG M4210D Autostereoscopic Monitor 137
Figure 74: 3D OLED Personal Display (eMagin Z800) 141
Figure 75: Standard Video Resolutions 144
Figure 76: Example of Pixel Aspect Ratio 146
Figure 77: Color spaces for video, digital cinema and film 147
Figure 78: Color sub-sampling 147
Figure 79: Physical Supports for Video Material 149
Figure 80: Side-by-Side Stereoscopic 3D 154
Figure 81: 4-Views 3D Image for Auto-Stereoscopic Displays 154
Figure 82: 2D Picture and Depth Map 155
Figure 83: Anaglyphic 3D 157
Figure 84: Simulation of Row Interleaved 3D 158
Figure 85: Anamorphic 3D Systems 159
Figure 86: 8-View Calibration Pattern 175
Figure 87: Detail of RGB Shuffling 175
Figure 88: Detail of Actual Autostereoscopic Picture 176
Figure 89: Left, Right and Depth Maps in Quadrant 179
Figure 90. Quadrant 3D Multiplexing 182
Figure 91: Quadrant 3D Multiplexing Project Structure 183
Figure 92: Historical Penetration Rates for Consumer Electronics 189
Figure 93: World Wide Television Forecast (26" and Larger) 191
Figure 94: World Wide Television Revenue (26" and Larger) 192
Figure 95: Average Selling Price (ASP) by Technology Forecast 195
Figure 96: DLP RPTV Expected Unit Forecast 197
Figure 97: DLP RPTV Expected Revenue Forecast 197
Figure 98: DLP RPTV Optimistic Unit Forecast 198
Figure 99: DLP RPTV Optimistic Revenue Forecast 198
Figure 100: DLP RPTV Conservative Unit Forecast 199
Figure 101: DLP RPTV Conservative Revenue Forecast 199
Figure 102: 3LCD/LCoS RPTV Expected Unit Forecast 201
Figure 103: LCD/LCoS RPTV Expected Revenue Forecast 201
Figure 104: 3LCD/LCoS RPTV Optimistic Unit Forecast 202
Figure 105: LCD/LCoS Optimistic Revenue Forecast 202
Figure 106: 3LCD/LCoS RPTV Conservative Unit Forecast 203
Figure 107: LCD/LCoS RPTV Conservative Revenue Forecast 203
Figure 108: Plasma TV Expected Unit Forecast 206
Figure 109: PDP Expected Revenue Forecast 206
Figure 110: Plasma TV Optimistic Unit Forecast 207
Figure 111: PDP TV Optimistic Revenue Forecast 207
Figure 112: Plasma TV Conservative Unit Forecast 208
Figure 113: PDP TV Conservative Revenue Forecast 208
Figure 114: Price Premium Data for Various Features 210
Figure 115: 46" 3D LCD TV Expected ASP Premium over 2D LCD 210
Figure 116: 3D LCD TV Conservataive, Expected and Optimistic Premiums 211
Figure 117: LCD 3DTV Unit Forecast 213
Figure 118: LCD 3DTV Revenue Forecasts 213
Figure 119: Home Theater DLP Expected Unit Forecast 215
Figure 120: Home Theater DLP Expected Revenue Forecast 215
Figure 121: Home Theater DLP Optimistic Unit Forecast 216
Figure 122: Home Theater DLP Optimistic Revenue Forecast 216
Figure 123: Home Theater DLP Conservative Unit Forecast 217
Figure 124: Home Theater DLP Conservative Revenue Forecast 217
Figure 125: Home Theater LCD/LCOS Expected Unit Forecast 218
Figure 126: HT-LCD/LCoS Expected Revenue Forecast 218
Figure 127: Home Theater LCD/LCOS Optimistic Unit Forecast 219
Figure 128: HT-LCD/LCoS Optimistic Revenue Forecast 219
Figure 129: Home Theater LCD/LCOS Conservative Unit Forecast 220
Figure 130: HT-LCD/LCoS Conservative Revenue Forecast 220
Figure 131: AMOLED Expected Unit Forecast 221
Figure 132: OLED TV Expected Revenue Forecast 222
Figure 133: World Wide 3DTV Unit Forecast 223
Figure 134: Revenue Forecast for 3DTVs 223
Figure 135: World Wide Unit Sales of 3D-Ready TVs 224
Figure 136: World Wide Revenue Forecast for 3D-ready TVs 224
Figure 137: Expected 3DTV Unit Forecast by Technology 225
Figure 138: Expected 3DTV Revenue Forecast by Technology 226
Figure 139: Expected 3D-ready TV Unit Forecast by Technology 227
Figure 140: Expected 3D-readt TV Revenue by Technology 228
Figure 141: Installed Base of 3D-Ready TVs 229
Figure 142: Sales of Accessory Kits for 3D Ready TVs 230
Figure 143: Installed Base of 3D-ready TVs Capable of Watching 3D Content 231
Figure 144: Installed Base of 3D Capable Systems (Conservative) 233
Figure 145: Installed Base of 3D Capable Systems (Expected) 233
Figure 146: Installed Base of 3D Capable Systems (Optimistic) 234
Table of Tables
Table 1: Stereoscopic Display Guidelines 26
Table 2: Some Recent and Upcoming 3D Major Motion Pictures 31
Table 3: Luminance Efficiency Values 74
Table 4: Co-Located Pixel 3D Options 75
Table 5: Time Sequential 3D Options 76
Table 6: Spatial Separation 3D Options 77
Table 7: 3D Projection Prospects - Co-Located Pixels 87
Table 8: 3D Projection Prospects - Time Sequential 105
Table 9: 3D AMLCD TV Overview 109
Table 10: Some Micropolarizer-based 3D AMLCD Monitors 114
Table 11: 3D Format Comparison Charts 160
Table 12: Dual-Stream and Frame Alternating 3D 161
Table 13: Anaglyphic 3D 163
Table 14: Spectral Encoding 3D 165
Table 15: Row Interleaved 3D 166
Table 16: Side-by-Side and Over-Under Anamorphic 3D 168
Table 17: Digital Spatial Compression 170
Table 18: Embedded Dual Stream 3D 171
Table 19: Checkerboard and Other Pixel-Shuffling Formats 173
Table 20: Foreground and Depth Map 3D 176
Table 21: Left and Right Views plus Depth Maps in Quadrant 178
Table 22: Foreground, Background and Depth Maps in Quadrant Formats 179
Table 23: Retail Price Increment for OEM to upgrade 3D-ready to 3DTV 194
Table 24: 3D Source Forecast Summary 232

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