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 and Lighting Technologies and Market Forecast Report”. According to my industry friend, a CTO at a famous quantum dot company, “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 Liquid Crystal Display (LCD) dramatically in terms of color gamut, color accuracy and reducing power consumption. This is one of the biggest breakthrough technologies for LCD in recent 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 SUHD TV with quantum dot at CES 2015, and commercialized 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 hot topic in CES 2015 to 2017, was hot topic at SID DisplayWeek from 2013 to 2017, and was hot topic 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 light emitting diode).

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 is still in 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) shine on a certain quantum dot, then it could emit a longer wavelength light (such as green or red).

In 2016, Samsung Electronics has applied for the trademark “Samsung QLED TV” with 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.

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.

 

Apple announced iPad Pro and Active pen market

June 6, 2017, by Jennifer Colegrove Ph.D.

As we forecasted in the “Active pen 2017 report” five months ago, Apple would release a 10.x inch iPad Pro with active pen in 2017. Our forecast became a reality within 5 months, as Apple just announced two new iPad Pro: the 10.5 inch version and the 12.9 inch version yesterday. The new iPad Pro will be available next week.

Figure: Active pen 2017 report

Source: Touch Display Research, January 2017

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.

Chapter 5 also discussed how to reduce display signal noise for touch and active pen.

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

Touch panels, flexible/curved/foldable display, smart windows, quantum dots are hot topics at SID 2017

May 27, 2017, by Jennifer Colegrove Ph.D.

I just returned from SID DisplayWeek 2017 in the beautiful Log Angeles, California. It was my honor to meet some of you in person.

Touch panels, flexible/curved/foldable display, smart windows, quantum dots are hot topics at SID 2017. Each of these fields has some as expected, and also has some surprises.

Figure: SID 2017 exhibition floor

Photo by: Dr. Jennifer Colegrove at Touch Display Research

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

Photo by: Dr. Jennifer Colegrove at Touch Display Research

How many smart windows technologies are there? What’s the Pros and Cons of each type? Which company is investing in which? 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.

What are the surprises of each hot topic? More analysis of SID 2017 can be found in the “Touch and Emerging Display” monthly report.

Thanks for reading,

Dr. Jennifer Colegrove and team

 

DSC and digital pen market

May 17, 2017 by Jennifer Colegrove Ph.D.

Today, Digital Stationery Consortium (DSC) announced more new members and the formation of three new working groups.  Founded by Wacom in 2016, DSC is an association with the shared mission to advocate the value of digital pen, ink and paper.

Touch Display Research had a chance to interview Mr. Faik Karaoglu, Officer of the Digital Stationery Consortium and Senior Vice President of Wacom’s Platforms and Apps Business Unit. We asked their relationship with Universal Stylus Initiative (USI), another industry association. (Here is the blog about we interviewed Mr. Pete Mueller, Chairman of USI and Principal Engineer/Senior Technologist at Intel.) Mr. Karaoglu replied that they are not competing, rather they are complimentary to each other. USI is focusing on hardware: the active pen; DSC is focusing on the software and usage cases.

Digital pen input is very useful in education, certain language input, medical, finance, industry applications, and content creation. Active pen technology is superior to passive in terms of accuracy, pressure sensing, and input of fine line. In the recently published “Active Pen Technologies, Supply Chain and Market Forecast 2017 Report (Third Edition),” Touch Display Research Inc. forecasted that active pen usage will have rapid growth in the next several years.

Figure: Active pen 2017 market report

The active pen market has attracted over 120 companies. We analyzed more than twenty digital pen technologies, which include thirteen active pen technologies and eight passive pen technologies. The active pen industry is going through re-shuffling, market shares of leading pen protocols are forecasted in this report.

Thanks for reading,

Dr. Jennifer Colegrove and team

SEMICON Southeast Asia 2017 Conference is very successful

April 29, 2017.  By Jennifer Colegrove Ph.D.

I just returned from the SEMICON Southeast Asia 2017 conference hosted by SEMI Southeast Asia, at the beautiful Penang, Malaysia. It was my honor to meet some of you in person.

A high profile opening ceremony was hosted on April 25th, 2017. The reason I call it high profile is that many VIP figures in SEMI and Malaysia were invited to give speeches and ribbon cutting.

Figure: SEMICON SEA 2017 opening ceremony

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

SEMI’s VP of business development and product management, Ms. Bettina Weiss, chaired the “Market Trends Briefing” session on April 25th.  Dr. Dan Tracy, Senior director of industry research gave a presentation about SEMI equipment and material outlook.

Figure: Dr. Dan Tracy from SEMI gave presentation

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

On behalf of Touch Display Research, I gave an invited presentation about display and touch market trends and opportunities.

Figure: Dr. Jennifer Colegrove gave presentation

Photo credit: Mr. Russell Tham at Applied Materials

Applied Material’s Corporate VP, Mr. Russell Tham, gave a presentation about material engineering for emerging technology inflections.

Figure: Mr. Russell Tham from Applied Material gave presentation

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

SEMI China’s president, Mr. Lung Chu, gave a presentation about China’s status on semiconductor and how to interpret Chinese government’s policy on semiconductor.

Figure: Mr. Lung Chu from SEMI gave presentation

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

This conference also had over 300 exhibitors. More analysis and review of SEMICON SEA 2017 Conference can be found in the “Touch and Emerging Display” monthly report.

Thanks for reading,

Dr. Jennifer Colegrove and team

Quantum Dot Forum 2017 Conference is very successful

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

I just returned from the Quantum Dot Forum 2017 conference hosted by Smithers, at the beautiful San Diego Marriott La Jolla, in California. It was my honor to meet some of you in person.

Dr. Seth Coe-Sullivan, VP of Technology at Luminit and former founder and CTO of QD Vision, gave a speech titled “State of the Union Address”. He discussed the QD Vision’s roller coaster ride.

Figure: Dr. Seth Coe-Sullivan gave speech

2017 QD forum Seth

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

On behalf of Touch Display Research, I gave a presentation on quantum dot market 2017 and beyond.

Figure: Dr. Jennifer Colegrove gave presentation

Jenny speak QD Forum 2017

Photo credit: Dr. Stibbs at Solvay

This conference also have many exhibitors. More analysis and review of Quantum Dot Forum 2017 Conference can be found in the “Touch and Emerging Display” monthly report.

Thanks for reading,

Dr. Jennifer Colegrove and team

Valeo acquired gestigon, Intel to buy Mobileye—value in automotive touchless HMI

March 13, 2017, by Jennifer Colegrove, Ph.D. Touch Display Research

Today France-based Valeo just announced it acquired 100% shares of gestigon, a German start up that is specialize in touchless HMI (human machine interface). The terms is not disclosed.

Currently, there are also rumors about Intel is planning to buy Israel-based Mobileye for $14 billion, according to Reuters, and Jerusalem Post. (Update: These rumors became reality on March 13th, Intel announced to acquire Mobile eye for $15 billion.)

The automotive industry’s adoption of new technologies has accelerated in the past couples of years. More and more touch screens and displays are integrated in the automobiles for better infotainment, intuitive control, and safety. ADAS (Advanced Driver Assistant Systems) and touchless human-machine-interaction have saved lives. Touch Display Research forecasts the overall automotive touch, display, ADAS and touchless HMI market will grow from $15 billion in 2017, to $60 billion in 2023.

In the recently published “Automotive touch, display, ADAS and touchless HMI 2016 report,” Touch Display Research Inc., a market research and consulting firm, analyzes automotive touch screen, display, ADAS (Advanced Driver Assistant System), and touchless human-machine-interaction (HMI).

Figure 1. Automotive touch, display, ADAS and touchless HMI revenue forecast

automotive-forecast-2016

Source: Automotive touch, display, ADAS and touchless 2016 report, September 2016, Touch Display Research

More than 500 companies working on automotive technologies are profiled in the report, which includes over 100 automotive companies, over 200 touch screen companies, over 200 touchless human-machine-interaction (HMI) companies and about 30 display companies.

Dr. Colegrove, author of this report, has conducted many first-hand survey and interviews of touch panel suppliers, display suppliers, touchless sensor suppliers, automotive system integrators, automotive brand companies in the past several years.

The “Automotive touch, display, ADAS and touchless HMI 2016 Report” is available immediately and includes a PowerPoint file of over 380 pages and an Excel database.

You can subscribe on our website: www.touchdisplayresearch.com in the Market Research report page or by email: jc@touchdisplayresearch.com

Thanks for reading,

Dr. Jennifer Colegrove and team

 

About Touch Display Research Inc.

Touch Display Research, Inc. (www.TouchDisplayResearch.com) is a technology market research and consulting firm specializing in touch screen, emerging display and sensor technologies such as OLED displays, OLED lighting, flexible displays, e-paper displays, ITO-replacement, Active pen, near-eye displays, quantum dots, gesture controls, voice controls, eye controls and automotive HMI technologies. 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, materials and sensor industry. We are member of FlexTech Alliance, SEMI and SID.

Cisco’s Spark Board touch screen is using ITO-replacement

March 7, 2017

Microsoft’s Surface Hub brought interactive whiteboard to a higher level last year.

In October 2016, Google announced it will release 55 inch Jamboard interactive whiteboard to the market in 2017 to compete with Surface Hub. But the Jamboard is still not available yet at this moment.

On January 24th, 2017, Cisco announced its Spark Board and joined the competition. Cisco is moving faster than Google: the Spark Board became available in end of January. People can purchase the 55 inch Spark Board right now for $4990 plus a monthly fee of $199. Cisco will release a 70” version in end of this year for $9,990.

Figure: Cisco Spark Board

Cisco spark

Source: Cisco

Touch Display Research believes the Spark Board touch sensor is using metal mesh or silver nanowire transparent conductors.

In the ITO Replacement—Non-ITO Transparent Conductor Technologies, Supply Chain and Market Forecast 2017 Report, seventh edition, Touch Display Research profiled over 300 companies and research institutes working on advanced transparent conductive (TC) materials. The report provides a detailed analysis of metal mesh, silver nanowire, carbon nano tube (CNT), conductive polymer, graphene, and other technologies.

Figure: ITO replacement 2017 report

ITO replacement 2017 cover1

Source: Touch Display Research Inc., 2017

Our survey found that the ITO-replacement transparent conductive material industry had grown over 10 time from 2012 to 2017. Touch Display Research forecasted that non-ITO transparent conductors will continue to have rapid growth in the next several years.

Many companies’ metal mesh characters are compared in one chart in the Excel database, and the silver nanowires of many companies are also compared in one chart in the report.

The “ITO-replacement Technologies and Market Forecast 2017 Report” Seventh Edition is available immediately.

PowerPoint file >500 pages
Excel database Profiles >300 companies. 5 years history data: 2012- 2016 and 8 years forecasts from 2017 to 2024. Units, ASP, Revenue. List of all ITO-replacement devices and suppliers; comparisons of many metal mesh, many silver nanowire
Published time February, 13th,  2017
Price $5800 for company with <5 user. $6800 for company with 5 or more users
Bonus Client can have a 30-minute free phone call with the author: Dr. Jennifer Colegrove, within 3 months of the purchase

Thanks for reading,

Dr. Jennifer Colegrove and team

UV.eb West 2017 Conference is very successful

March 1, 2017

I just returned from the UV.eb (ultra violet, electron beam) West 2017 conference hosted by Radtech, at the beautiful Embassy Suites San Francisco Airport Waterfront, in California. It was very successful with over 200 attendees.

VP of business development at Colorado Photopolymer Solutions, Dr. Mike Idacavage gave a speech about development and characterization of materials for UV curable 3D printing systems.

Figure: Colorado Photopolymer Solution’s Dr. Mike Idacavage gave speech

UVeb 2017 mike

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

On behalf of Touch Display Research, I gave a presentation on automotive touch display market forecast and UV’s role in this market.

Figure: Dr. Jennifer Colegrove gave presentation

Jenny 2017 uveb best

Photo credit: Dr. Lu at Sartomer

This conference also have many exhibitors. More analysis and review of UV.eb West 2017 Conference can be found in the “Touch and Emerging Display” monthly report.

Thanks for reading,

Dr. Jennifer Colegrove and team