Merck announced liquid crystal smart window and smart window market

November 30, 2017, by Jennifer Colegrove Ph.D. Touch Display Research

Today, Merck announced it opened a new production facility for liquid crystal smart window modules in the Netherlands. The investment is around € 15 million.

Mr. Kai Beckmann, Member of the Executive Board of Merck KGaA, Darmstadt, Germany, and CEO Performance Materials, indicated, “We recently started taking orders from customers for modules that will be ready for delivery as of early 2018. The industry interest in liquid crystal windows we’ve seen so far is very positive.”

At SID DisplayWeek 2017 in California, Mr. Bob Miller, Senior Business Manager at Merck/EMD show us its liquid crystal smart windows in large format, see picture here. This is NOT PDLC (Polymer Dispersed Liquid Crystal), but only liquid crystal.

Figure 1: Merck/EMD Mr. Bob Miller demonstrate their smart windows

Photo by: Dr. Jennifer Colegrove at Touch Display Research

In the recently published “Smart Windows Transparent Switchable Technologies, Supply Chain and Market Forecast 2017 Report,” Touch Display Research Inc., analyzed 19 smart window technologies, which include 16 active smart window technologies and 3 passive smart window technologies. Some can be both active and passive. More than 130 companies working on smart window technologies are profiled in the report.

Figure 2. Smart Window Transparent Switchable Technologies, Supply Chain and Market Forecast 2017 Report

Source: Touch Display Research, April 2017

“The smart windows industry is at the tipping point of accelerated growth,” said Dr. Jennifer Colegrove, CEO and Principal Analyst at Touch Display Research and author of the report. “There are billions of dollar opportunities for glass manufacturers, plastic film manufacturers, transparent conductor suppliers, adhesive and chemical companies, touch panel and display manufacturers.”

Thanks for reading,

Dr. Jennifer Colegrove and team

 

SEMI FLEX 2017 Conference is very successful

October 31, 2017

I just returned from the SEMI FLEX Southeast Asia 2017 Conference, at the beautiful Singapore. It’s a very successful conference with presentations and exhibitions of flexible electronics. This is my second time to speak at this conference. It’s my honor to meet some of you in person.

Figure 1. SEMI FLEX 2017 conference

Photo by: Touch Display Research Inc.

The president of SEMI Southeast Asia, Mr. NG Kai Fai gave a welcome speech at the opening ceremony.

Figure: SEMI Southeast Asia’s president, Mr. NG Kai Fai gave welcome speech

Photo by: Dr. Jennifer Colegrove, Touch Display Research.

On behalf of Touch Display Research, I gave a presentation on flexible display, flexible lighting and flexible touch: technologies and market forecast, and discussed the touch screen and display for Apple iPhone X.

More analysis and review of the SEMI FLEX Southeast Asia 2017 Conference can be found in the “Touch and Emerging Display” monthly report.

Thanks for reading,

Dr. Jennifer Colegrove and team

HP ZBook X2 and active pen market

October 18, 2017.  By Jennifer Colegrove Ph.D.

Today, HP just announced the new ZBook X2 detachable PC with a Wacom’s active pen with 4096 pressure sensitive levels. The active pen has natural tilt and almost zero latency.

Figure: HP ZBook x2 with Wacom pen

Source: HP

HP is the earlier adopter of active pen. Its TouchSmart 12.1” NB PCs has adopted N-trig’s DuoSense active pen technology around 2009. HP is the company which has tried many types of active pens in the past 8 years.

Fourteen major brands’ adoption of active pen is analyzed in the Active pen 2017 report.

About 4 months ago, Apple just announced two new iPad Pro: the 10.5 inch version and the 12.9 inch version with active pens.

The active pen industry landscape has changed dramatically in the recent 3 years: Companies actively working on active pens has increased from 60 companies in 2014 to over 120 companies in 2017. These over 120 companies’ profiles are in the excel database. The strengths and weaknesses of key players are analyzed in this report.

The Active Pen 2017 Report provides the detail pen technologies analysis of 21 types of pen: 13 active pen and 8 passive pens.

There is no perfect active pen yet in the market. The 10 key characters of an ideal active pen are analyzed in chapter 8. This report provides not only the outlook for active pen and penetration in touch devices, but also provide Bill of Material (BOM) analysis of active pen module for “pen only” and “pen and finger” touch in chapter 7.

Over 100 devices with active pen are compared side by side with pen technologies and pen suppliers in the excel database.

Touch Display Research forecasted the active pen market will grow rapidly in the next several years.

Thanks for reading,

Dr. Jennifer Colegrove and team

SID Vehicle Display 2017 Conference had record high attendees

October 3, 2017.  By Jennifer Colegrove Ph.D.

I just returned from the SID Vehicle Display and Interface 2017 conference in Detroit, Michigan. It was my honor to meet some of you in person.

This year’s conference had record high attendees—approximately 500 industry professionals. I recall when I spoke at this conference about 10 years ago regarding touch screen, there were approximately 100 attendees. This growth is another reflection of the automotive industry’s adoption of advanced technologies.

Dr. Thomas Seder, GM Technical Fellow & Chief Technologist-HMI at General Motors, gave a Keynote speech titled “Augmented Reality System Architecture, Supporting Technologies and HMI Requirements” on September 26th.

Figure: Dr. Thomas Seder gave speech

Photo by: Dr. Jennifer Colegrove, Touch Display Research.

On behalf of Touch Display Research, I gave a presentation on Automotive Market’s New Opportunities for Touch Screen, Touchless Control, Flexible Displays and Smart Windows.

Figure: Dr. Jennifer Colegrove’s presentation

More analysis and review of SID Vehicle Display 2017 Conference can be found in the “Touch and Emerging Display” monthly report.

Thanks for reading,

Dr. Jennifer Colegrove and team

USA Today quoted Touch Display Research about Apple iPhone X flexible OLED display

September 29, 2017.  By Jennifer Colegrove Ph.D., Touch Display Research Inc.

USA Today published an article about “Why you’ll need to wait seven weeks for iPhone X to go on sale”, the authors are Mr. Jon Swartz and Mr. Mike Snider. The article quoted Touch Display Research about OLED market and how Apple used the flexible OLED.

“Samsung and LG alone plan to invest about $20 billion in OLED production in the next few years, and Apple will likely make its own investments, says Jennifer Colegrove, principal analyst at Touch Display Research in Santa Clara, Calif.”

“The display for Apple’s iPhone X uses a flexible OLED display so that it can bend at the edges, helping increase the functional screen to more than 90%.”

Figure 1: Improved drawing from Touch Display Research

Source: USA Today, Touch Display Research, Apple

As we forecasted about 2 years ago, in the “Touch and Emerging Display December 2015 report”, also in the CNBC article by Anita Balakrishnan which quoted Touch Display Research, “Touch Display Research forecasted Apple will adopt AMOLED for iPhone in 2017/2018 time frame. The current global AMOLED capacity is not enough to support Apple iPhone. That’s why we estimate the adoption to occur in the 2017/2018 time frame. Touch Display Research believes the investment on OLED fab-capacity-expansion from LG and Samsung will soon materialize.”

Now our forecast became reality. Sorry about tooting our own horn, but these are the facts. We are good at forecast.

Figure 2. Touch Display Research accurately forecast Apple iPhone to adopt AMOLED 2 years ago

Source: Touch Display Research Inc.

More analysis on OLED display, full-screen phone, touch screens and voice recognition can be found in the Touch and Emerging Display monthly report.

Thanks for reading.

Dr. Jennifer Colegrove and team

About Touch Display Research Inc.

Touch Display Research, Inc. (www.TouchDisplayResearch.com) is an independent technology market research and consulting firm specializing in touch screen and emerging display technologies such as OLED displays, OLED lighting, flexible displays, e-paper displays, ITO-replacement, Active pen, 3D displays, near-eye displays, pocket projectors, quantum dots, gesture controls, voice controls, and eye controls. Touch Display Research provides standard reports, consulting projects, and due diligence for touch suppliers, display manufacturers, consumer electronics ODMs/OEMs, material suppliers, investor companies, venture capitalists, and companies who are merging or acquiring companies in the touch screen, display, and materials industry. We are member of FlexTech Alliance, SEMI and SID.

 

OLEDs World Summit 2017 Conference is very successful

September 22, 2017.  By Jennifer Colegrove Ph.D.

I just returned from the OLEDs World Summit 2017 conference hosted by Smithers, at the beautiful Parc 55 Hilton Hotel, in San Francisco. It was my honor to meet some of you in person.

Dr. HK Chung, Chair Professor at SKK University, former VP of Samsung, gave a speech titled “Challenges and Progress of Flexible and Foldable AMOLED” on September 20th.

Figure: Dr. HK Chung gave speech

Photo by: Dr. Jennifer Colegrove, Touch Display Research.

Mr. Eddie Yeo, president and CMO of LG Display gave an opening keynote on September 21st, titled “OLED, Change Your Lifestyle”.

Figure: Mr. Eddie Yeo gave keynote presentation

Photo by: Dr. Jennifer Colegrove, Touch Display Research.

On behalf of Touch Display Research, I gave a presentation on Flexible OLED display market forecast.

Figure: Dr. Jennifer Colegrove gave presentation

Photo credit: Dr. Abbel, Holst Center, Pi-Scale

More analysis and review of OLEDs World Summit 2017 Conference can be found in the “Touch and Emerging Display” monthly report.

Thanks for reading,

Dr. Jennifer Colegrove and team

 

Apple confirmed flexible AMOLED for iPhone X today

Sept 12th, 2017, By Jennifer Colegrove Ph.D., CEO and Principal Analyst at Touch Display Research Inc.

On September 12, 2017, Apple announced the highly anticipated new iPhones: iPhone X, iPhone 8, and iPhone 8 plus. The iPhone X is the most expensive one among all three, since it uses a 5.8-inch flexible AMOLED display, while the iPhone 8 and iPhone 8 plus use the main stream LCD.

Apple likes the benefits of flexible AMOLED displays: thinness, light weight, potentially low power, and curved form factor for almost edge-less design.

Figure 1: Apple announced iPhone X

Photo credit: MacRumor

As we forecasted about 2 years ago, in the “Touch and Emerging Display December 2015 report”, also in the CNBC article by Anita Balakrishnan which quoted Touch Display Research, “Touch Display Research forecasted Apple will adopt AMOLED for iPhone in 2017/2018 time frame. The current global AMOLED capacity is not enough to support Apple iPhone. That’s why we estimate the adoption to occur in the 2017/2018 time frame. Touch Display Research believes the investment on OLED fab-capacity-expansion from LG and Samsung will soon materialize.”

Now our forecast became reality. Sorry about tooting our own horn, but these are the facts. We are good at forecast.

Figure 2. Touch Display Research accurately forecast Apple iPhone to adopt AMOLED 2 years ago

Source: Touch Display Research Inc.

We also accurately forecasted 4K OLED TV available time, 2 years ahead. On Jan 25, 2013 press release, we announced that “Touch Display Research forecast Ultra HD (4K) resolution AMOLED TV will be on the market by 2015”. “Although AMOLED with FHD resolution is available currently, 4K is considered the high end for TV resolution, even though 4K content is still limited,” said Dr. Jennifer Colegrove, President and analyst at Touch Display Research. “56-inch 4K resolution is just 79 ppi (pixel per inch), which is easily achievable. The challenges are how to increase yield, have good uniformity, have long lifetime, and reduce the manufacturing cost.”

LG’s 65” 4K OLED TV became commercially available in Q1 2015, our forecast becomes reality in 2 years.

Figure 3. Touch Display Research accurately forecasted 4K OLED TV available time 2 years ahead

Source: Touch Display Research

Touch Display Research has a good reputation of accurate forecast.

In the “Touch and Emerging Display report”, June 2013 issue, page 45, Touch Display Research forecasted “Apple will adopt AMOLED within 18 months”.

With the Apple Watch announced in Sept 2014 (available since April 2015), our forecast becomes reality in 18 months.

Figure 4. Touch Display Research accurately forecast Apple to adopt AMOLED 18 month ahead

Source: Touch Display Research

More analysis on OLED display, full-screen phone, touch screens and voice recognition can be found in the Touch and Emerging Display monthly report.

Thanks for reading.

Dr. Jennifer Colegrove and team

About Touch Display Research Inc.

Touch Display Research, Inc. (www.TouchDisplayResearch.com) is an independent technology market research and consulting firm specializing in touch screen and emerging display technologies such as OLED displays, OLED lighting, flexible displays, e-paper displays, ITO-replacement, Active pen, 3D displays, near-eye displays, pocket projectors, quantum dots, gesture controls, voice controls, and eye controls. Touch Display Research provides standard reports, consulting projects, and due diligence for touch suppliers, display manufacturers, consumer electronics ODMs/OEMs, material suppliers, investor companies, venture capitalists, and companies who are merging or acquiring companies in the touch screen, display, and materials industry. We are member of FlexTech Alliance, SEMI and SID.

 

QLED name for the whole display industry to use

August 21, 2017 by Jennifer Colegrove Ph.D., Principal Analyst, Touch Display Research Inc.

I’ve been writing articles about quantum dot technologies since 2008. In 2013, I surveyed many quantum dot suppliers and published the first “Quantum Dot Display (QLED) and Lighting Technologies and Market Forecast Report”. According to my industry friend, a CTO at a famous quantum dot company, he said, “Jennifer, you are the first analyst who wrote a quantum dot market report, as far as I know.”

Quantum dot (including quantum rod, or tetrapod-shaped quantum dot) could improve picture quality of displays dramatically in terms of color gamut, color accuracy and reducing power consumption compared to conventional Liquid Crystal Display (LCD)/ Light Emitting Diode (LED) displays. This is one of the biggest breakthrough technologies for display in several years. Quantum dot LCD is challenging AMOLED displays.

  • QD Vision and Sony brought quantum dot TVs to the market in 2013.
  • Nanosys, 3M and Amazon brought quantum dot tablet PCs to the market in 2013.
  • Samsung announced the first Cadmium-free quantum dot TV at CES 2015, and has been commercializing it since Q1 2015.
  • LG Electronics also announced quantum dot TV at CES 2015, (but later LG changed strategy about quantum dot).
  • Quantum dot was a hot topic at CES 2015 to 2017, at SID DisplayWeek from 2013 to 2017, and at IFA 2014 to 2017.

According to the “Quantum Dot Display and Lighting Technologies and Market Forecast 2017 Report”, the quantum dot display has grown from zero dollar revenue in 2012 to a billion-dollar display category in 2017. The quantum dot display formed a new category—QLED (Quantum dot based Light Emitting Diode).

The definition of QLED has not yet been defined within the display industry. In the early years, “QLED”, or “QDEL”, or “QD-LED” were used in academic papers to call the electro-luminescent (EL) types of quantum dot. When an electric current is applied to these types of material, it will generate light. At this moment in 2017, the EL types of quantum dot are still in the R&D stage.

Currently, 100% the quantum dot display that is commercially available is the photo-luminescent (PL) type quantum dot. When a short wavelength light (such as blue light) shines on a certain quantum dot, then it can emit a longer wavelength light (such as green or red).

In 2016, Samsung Electronics has applied for the trademark “Samsung QLED TV” with the US Patent and Trademark Office. Samsung indicated that although they own the “Samsung QLED TV” trade mark, the “QLED” name is a common term like OLED TV or LED TV. “QLED” can be used by the whole display industry as a category name to call any displays with quantum dots in it.

Figure: QLED category includes PL (Photo-luminescent) and EL (Electro-luminescent) types of quantum dot

Source: Touch Display Research, 2017

Touch Display Research believes it is a good idea to use QLED as an umbrella name (or category name) to call any displays with quantum dots in it. Under the QLED umbrella name, the photo-luminescent (PL) type quantum dot can be called QLED PL type.  The electro-luminescent (EL) types of quantum dot can be called QLED EL type.

QLED is a nice and short name. There is no need to reserve the QLED name for the EL type quantum dot only, since EL type is not in the market yet. When the EL type quantum dot enters the market (we forecast it will be after 2019), we can call it: QLED EL type under the QLED umbrella.

In April 2017, three large TV suppliers (Samsung, Hisense, TCL), a supply chain (Nanosys), and five large retailers in China (GOME Electrical Appliances, Suning Commerce Group, JD.com, Five Star and Sundan) have agreed to form the QLED TV Alliance in Beijing China. TCL has also enhanced the support of QLED by launching new QLED TVs globally since May.

Thanks for reading,

Dr. Jennifer Colegrove and team

New Trends

 

About Touch Display Research Inc.

Touch Display Research, Inc. (www.TouchDisplayResearch.com) is a technology market research and consulting firm specializing in touch screen and emerging display technologies such as OLED displays, quantum dots, flexible displays, e-paper displays, ITO-replacement, Active pen, near-eye displays, gesture controls, voice recognition, and eye tracking. Touch Display Research helps technology companies grow and connecting their technologies to the marketplace. We have been writing about OLED industry for over 10 years. We were the first company to publish Quantum Dot market reports. We were the first company to publish Active Pen market report, and ITO-replacement market report.  We have always been there to analyze new and emerging technologies. Touch Display Research provides reports, consulting, and due diligence to touch suppliers, display manufacturers, consumer electronics ODMs/OEMs, material suppliers, investors and venture capitalists. We are member of Flextech Alliance, SEMI and SID.

 

Apple acquired eye tracking company SMI for Augmented Reality, Virtual Reality, and Artificial Intelligence

July 13th, 2017, By Jennifer Colegrove Ph.D., CEO and Principal Analyst at Touch Display Research Inc.
Recently, Rumors hold that Apple has acquired Germany-based eye-tracking company SensoMotoric Instruments (SMI). Neither Apple, nor SMI has announced anything yet.

AR, VR, and AI are the next big things. Apple, Google, Microsoft, Amazon, Samsung, LG, Intel, Qualcomm, Facebook are all working on these technologies.

Although Apple hasn’t announce any AR/VR product yet, Touch Display Research forecasts that Apple will release augmented reality (AR) devices in the 2017/2018 time frame.

Figure 1: Apple is getting ready for AR, VR and AI

Source: Touch and Emerging Display monthly report, Touch Display Research, 2016

Sensors are very critical components for augmented reality, virtual reality, and artificial intelligence devices.

In 2010, Apple acquired voice recognition technology company Siri.

In 2013, Apple acquired Prime Sense which has camera based gesture control technology.

In 2015, Apple acquired VoiceIQ and Perceptio to boost Siri. In 2015, Apple acquired Zurich-based Faceshift, which has technology to scan a person’s facial features to create avatars and other figures that capture a person’s facial expressions in real time.

In 2016, Apple acquired Flyby Media, startup that developed technology for mapping spaces using smart phones.

In August 2016, it is said Apple acquired artificial intelligence (AI) startup Turi Inc. for about $200 million. Turi’s technology could be add into Apple’s Siri and help with human machine interaction.

In 2017, Apple acquired eye-tracking company SMI.

Sensors

There are over 20 types of sensor technologies are used for augmented reality (AR), virtual reality (VR), and artificial intelligence (AI) applications. We organized them into 10 categories: touch sensor and touch pad, camera-based gesture control, ultrasound and radar based gesture control, eye tracking, voice recognition, photodiode sensors, proximity touch screen, motion sensor, short-range wireless and other touchless technologies.

Figure 2:  Sensor technology categories in the report

Source: Sensors for Augmented Reality, Virtual Reality and Artificial Intelligence market 2016 Report. Touch Display Research Inc.

All the eye-tracking companies are analyzed and compared in chapter 7. Over 10 Key players– Apple, Google, Microsoft, Amazon, Samsung, Facebook, etc.–are analyzed one-by-one in Chapter 16.

Touch Display Research forecasts that sensors for AR, VR, and AI market will be $97 billion in 2017, and will reach $160 billion in 2022. The $160 billion opportunity will be gobbled by over 200 sensor suppliers and integration companies.

The “Sensors for Augmented Reality, Virtual Reality and Artificial Intelligence market 2016 Report” is available immediately and includes a PowerPoint file (over 320 pages) and an Excel database.

PowerPoint file >320 pages
Excel database Profiles >200 companies. Market forecasts to 2022. Units, ASP, Revenue
Published time May, 2016
Price $5200 for company with <5 user. $5900 for company with 5 or more users

Thanks for reading.

Dr. Jennifer Colegrove and team

About Touch Display Research Inc.

Touch Display Research, Inc. (www.TouchDisplayResearch.com) is an independent technology market research and consulting firm specializing in touch screen and emerging display technologies such as OLED displays, OLED lighting, flexible displays, e-paper displays, ITO-replacement, Active pen, 3D displays, near-eye displays, pocket projectors, quantum dots, gesture controls, voice controls, and eye controls. Touch Display Research provides standard reports, consulting projects, and due diligence for touch suppliers, display manufacturers, consumer electronics ODMs/OEMs, material suppliers, investor companies, venture capitalists, and companies who are merging or acquiring companies in the touch screen, display, and materials industry. We are member of FlexTech Alliance, SEMI and SID.