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October 2002 Issue Summary

September was a busy month for us. We released the Microdisplay Forecast & Company Profile Report and attended the SID Microdisplay 2002 and CEDIA conferences. This has resulted in lots of news some of which appears in an expanded edition of Microdisplay Report this month.

The October issue leads off with a comment from yours truly. This long commentary was inspired by the panel discussion that took place at the Microdisplay 2002 conference. Titled, "Lessons Learned in the Commercialization of Microdisplays", panelists drawn from multiple parts of the supply chain engaged in a very enlightening discussion and presentation session.

In This Issue
Comment 1
LCOS Leadership Needed 1
Microdisplay Device News 2
Correction to CRL Opto Article 3
eLCOS to Offer Additional Panels 3
Aurora Releases SXGA+ LCOS Panel 4
Three-Five Ships 720p Development Kit 4
eMagin Wins Production Orders 4
Insight Media News 5
Microdisplay Company Profiles Help Determine Survivors 5
New Forecast Report Takes Aggressive Stance on RPTV 6
Home Theater 7
LCOS Coming to Home Theater 10
NEC Raises the Bar With 3000:1 Contrast 11
CE Companies Roll Home Theater Projectors at CEDIA 12
RPTV
DLP TVs Strong at CEDIA 13
LCOS TVs Makes Modest Showing at CEDIA 15
RP LCD TVs Are Selling 15
Headsets
VESA Mulls HMD Interconnect Standard 16
i-O Display Readying Video Headset 17
Market Intelligence
European Projector Market Slow to Grow but Holds Promise 17
Plasma Portion of Home Cinema Up 39% in Europe 17
Wearables From Head to Toe 18
Substantial Gains Predicted for Mobile Phone Sales by Year End 18
Large TFT-LCD Shipments Seesaw in ‘02 18
LCD Market Slowdown in Europe 19
Taiwan’s Digital Camera Market Looks to Japan 19
Mapping Taiwan’s Future 19
The Distribution Landscape in Europe 20
Bottom Line
eMagin Struggles During Strategic Transition 20
Movers & Shakers 21

 

Bubbling to the top of the issues is the lack of high-level leadership in LCOS technology. Some might dispute this, but these panelists, some of whom are very much in the LCOS camp, don't see the leadership. Most pointed to Texas Instruments as an example of the kind of leadership needed to bring a new display technology into full commercialization. Their plan to help lower bill of material costs for DLP-based rear-projection TV systems is a current example of their leadership.

Several other issues were discussed as LCOS continues to struggle to become a viable third microdisplay technology. But time is definitely running out if LCOS is to compete in these high volume markets. For more, see:
http://www.insightmedia.info/news/LCOS%20Leadership%20Needed.htm

We also have news from CEDIA where a number of new home entertainment products were introduced. This has become a big and important show in the U.S. and it will continue to gain influence.

In several news stories, we wrap up some of the more important introductions at the show. Highlights include Sony's new price-setting $1,800 HT projector using 0.55-inch HTPS panels; NEC's 3000:1 projector; Panasonic's second generation DLP-TV; Toshiba's 1080p LCOS-TV; Samsung's new 61-inch DLP-TV; and Sim2's very stylish DLP-TV.

There was also news from Philips, InFocus, Sharp, JVC, Loewe, Optoma, Zenith, Marantz and Mitsubishi, as well as many other players. More comprehensive coverage will appear in our upcoming Projection Supply Chain Report.

News from the microdisplay device segment shows new displays continuing to come to market. eLCOS, Aurora Systems and Three-Five are all shipping new LCOS panels and eMagin has a new order to try to keep their OLED-on-Silicon technology alive for near-to-eye applications.

In the Market Intelligence section, we have several reports from Interconnection Consulting Group, which has looked at the projection industry in Europe. It sees slow growth into next year with home entertainment going rapidly, however. Plasma TVs look to be more popular than front projectors, thinks the company.

The projection industry is boiling with activity as companies shift their focus to rear-projection systems and front projection for the home. Things are definitely going to get fun in 2003 and beyond.-CC

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