2009 LED- and Laser-based Ultraportable Projector Report

 Table of Contents
2
Table of Figures
8
Table of Tables
13
1
 Executive Summary - Introduction
15
1.1.
 Front Projector Introduction
15
1.2.
 Value Proposition
16
1.2.1.
 Cost Issues
17
1.2.2.
 Battery Operation
18
1.3.
 Ultraportable Technology
19
1.3.1.
 Illumination Technologies for Ultraportable Projectors
19
1.3.2.
 Imaging Technology for Ultraportable Projectors
20
1.4.
 User Requirements
20
1.5.
 Projector Cost Model
21
1.6.
 Projector Roadmaps
23
1.7.
 Ultraportable Forecasts
24
1.7.1.
 Forecast Categories
24
1.7.2.
 Existing Ultraportable Market
26
1.7.3.
 Forecast Methodology for Other Projector Categories
27
1.7.4.
 Total Available Market and Penetration Rates
28
1.7.5.
 Ultraportable Projector Unit Forecast
30
1.7.6.
 Ultraportable Projector Revenue Forecast
32
1.8.
 Conclusions
34
2
 Description of Current Market
36
2.1.
 Introduction
36
2.2.
 Ultraportable Projector Overview
38
2.3.
 Shortcomings of Existing Displays
40
2.3.1.
 Direct View Display Limitations
40
2.3.2.
 Shortcomings of Existing Ultraportable Projectors
42
3
 Technical Approaches
43
3.1.
 3LCD
43
3.2.
 DLP
44
3.3.
 Color Sequential Transmissive LCD
47
3.4.
 Color Sequential LCoS
49
3.4.1.
 Large-Panel Color-Sequential LCOS
49
3.4.2.
 Small-Panel Color-Sequential LCOS
51
3.5.
 Other Display Technologies
54
3.6.
 UHP and Ujoy Technologies
55
4
 Market Trends & Needs
60
4.1.
 Overview
60
4.2.
 Handheld Host Products
62
4.2.1.
 Needs Analysis for Handheld Host Products
62
4.2.2.
 Requirements for Ultraportables Connected to Handheld Host Products
63
4.3.
 Portable Host Products
65
4.3.1.
 Needs Analysis for Portable Host Products
65
4.3.2.
 Requirements for Ultraportables Connected to Portable Host Products
65
4.4.
 Stationary Host Platforms
67
4.4.1.
 Needs Analysis for Ultraportable Projectors Connected to Stationary Hosts
67
4.4.2.
 Requirements for Ultraportable Projectors Connected to Stationary Hosts
68
4.5.
 Commercial/Industrial Integration
72
4.5.1.
 Needs Analysis for Ultraportable Optical Cores Sold for Integration
72
4.5.2.
 Requirements for Ultraportable Optical Cores Sold for Integration
76
5
 Building Product Strategies
77
5.1.
 Value Proposition Analysis
77
5.1.1.
 The Lumen Gap
77
5.1.2.
 Color Gamut
81
5.1.3.
 Reduced Color Breakup
81
5.1.4.
 3D
82
5.1.5.
 Cool Factor
82
5.1.6.
 Lifetime
82
5.1.7.
 Compact Size
83
5.1.8.
 Power Consumption
84
5.1.9.
 Less Heat
85
5.1.10.
 Wide Dimming Range
85
5.1.11.
 More Design Flexibility
86
5.2.
 Batteries for Ultraportable Projectors
86
5.3.
 Human Factors and Other Issues
89
5.3.1.
 Lumen Output
90
5.4.
 System BOMs
91
5.4.1.
 Overview
92
5.4.2.
 Methodology
92
5.4.3.
 Price and Performance Model
93
5.5.
 Microdisplay Roadmaps
97
5.6.
 Entry Strategies
100
5.6.1.
 DLP Product Evolution Strategies
100
5.6.2.
 LCOS Product Evolution Strategies
104
5.6.3.
 LCD Product Evolution Strategies
107
5.6.4.
 20W USB Projector
112
5.6.5.
 35W Battery-Powered Projector
120
5.6.6.
 100-Lumen Projectors
125
5.6.7.
 300-Lumen Projectors
131
5.6.8.
 500-Lumen Projectors
137
6
 Forecasts
143
6.1.
 Projector Categories for the Forecasts
143
6.1.1.
 Projector Average Selling Prices
148
6.1.2.
 Comparison of Forecast and BOM Values for Other Projector Designs
155
6.2.
 Front Projector Forecasts
156
6.3.
 Penetration Rates
160
6.4.
 Total Available Market (TAM) for Ultraportable Projectors
163
6.5.
 Sample Forecast
166
6.5.1.
 Adjusted TAM Figures
170
6.5.2.
 Forecast Comments
171
6.6.
 Forecasts for Low-Lumen Ultraportable Projectors
172
6.6.1.
 LED Illumination
172
6.6.2.
 Laser Illumination
174
6.7.
 Forecasts for Low/Medium Lumen Ultraportable Projectors
176
6.7.1.
 LED Illumination
176
6.7.2.
 Laser Illumination
178
6.7.3.
 Ujoy Illumination
179
6.8.
 Forecasts for Medium/High Lumen Ultraportable Projectors
181
6.8.1.
 LED Illumination
181
6.8.2.
 Laser Illumination
183
6.8.3.
 Lamp Illumination
185
6.9.
 Forecasts for High Lumen Ultraportable Projectors
187
6.9.1.
 Laser Illumination
187
6.9.2.
 Lamp Illumination
189
6.10.
 Optimistic, Expected and Conservative Unit Forecasts
193
6.10.1.
 Forecast by projector category
196
6.10.2.
 Forecast by Illumination Technology
206
6.10.3.
 Projector Sales by Lumen Category
208
6.11.
 Forecast Summary with Cannibalization
211
6.11.1.
 Cannibalization of the Lamp-based Ultraportable Market
211
6.11.2.
 LED vs Laser
214
6.12.
 Revenue Forecast for Ultraportables
217
6.12.1.
 Optimistic, Expected and Conservative Revenue Forecasts
217
6.12.2.
 Conventional vs New Technology Projectors
221
6.13.
 Forecast Conclusions
223
7
 SWOT Analysis of Lasers and LEDs
225
7.1.1.
 LEDs vs. Lasers & lamps
225
7.1.2.
 Lasers vs. LEDs & lamps
226
8
 Appendix 1 - Imager Design Space
227
8.1.
 DLP Design Space
227
8.1.1.
 LED Sources
227
8.1.2.
 Laser Sources
231
8.1.3.
 Ujoy Source
232
8.1.4.
 UHP Source
233
8.1.5.
 BOM Summary Details
234
8.2.
 LCOS Design Space
240
8.2.1.
 LED Sources
240
8.2.2.
 Laser Sources
245
8.2.3.
 Ujoy Source
246
8.2.4.
 UHP Source
247
8.2.5.
 BOM Summary Details
248
8.3.
 3LCD Design Space
255
8.3.1.
 LED Sources
255
8.3.2.
 Laser Sources
259
8.3.3.
 Ujoy Source
260
8.3.4.
 UHP Source
261
8.3.5.
 BOM Summary Details
262
9
 Appendix 2- Pocket and Ultra-portable Projector Makers
272
9.1.
 Commercially Available Pocket and Ultraportable Projectors
272
9.2.
 Current Developers of Pocket and Ultraportable Projectors
278
10
 Appendix 3 - Company Profiles
281
10.1.
 Boxlight
282
10.1.1.
 Company Background
282
10.1.2.
 Technology & Products
282
10.2.
 Dell
283
10.2.1.
 Company Background
283
10.2.2.
 Technology & Products
284
10.3.
 Foreal Spectrum
286
10.3.1.
 Company Background
286
10.3.2.
 Technology & Products
286
10.4.
 Giotti
289
10.4.1.
 Company Profile
289
10.4.2.
 Technology & Products
289
10.5.
 LG Electronics
291
10.5.1.
 Company Background
291
10.5.2.
 Technology & Products
292
10.6.
 Innoswell
294
10.6.1.
 Company Background
294
10.6.2.
 Technology & Products
294
10.7.
 Mitsubishi
296
10.7.1.
 Company Background
296
10.7.2.
 Technology & Products
297
10.8.
 Oculon
297
10.8.1.
 Company Background
297
10.8.2.
 Technology & Products
298
10.9.
 OMT
300
10.9.1.
 Company Background
300
10.9.2.
 Technology & Products
301
10.10.
 Premier Image
302
10.10.1.
 Company Background
302
10.10.2.
 Technology & Products
303
10.11.
 Samsung
304
10.11.1.
 Company Background
304
10.11.2.
 Technology & Products
304
10.12.
 Scram Technologies
307
10.12.1.
 Company Background
307
10.12.2.
 Technology & Products
307
10.13.
 Sypro Optics GmbH
312
10.13.1.
 Company Background
312
10.13.2.
 Technology & Products
312
10.14.
 Toshiba
313
10.14.1.
 Company Background
313
10.14.2.
 Technology & Products
313
10.15.
 Sony
315
10.15.1.
 Company Profile
315
10.15.2.
 Products & Technology
315
10.16.
 Young Optics
316
10.16.1.
 Company Background
316
10.16.2.
 Technology & Products
316
11
 Appendix 4: BOM Details
317
11.1.
 Constant Lumen Options
317
11.1.1.
 150 Lumens
317
11.1.2.
 300 Lumens
319
11.1.3.
 500 Lumens
321
 

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