Tag Archives: market forecast

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.

 

Automotive company Faurecia Invests in Canatu

September 30, 2016

Last month, Canatu announced it received 22 million Euros funding. One of the new significant investor is an automotive company.

Today, Canatu announced that automotive investor is Faurecia.

Faurecia is a France-headquartered automotive system integrator with 103K employees, and 21 billion Euro revenue in 2015. Faurecia has three Business Groups: Automotive Seating, Emissions Control Technologies, and Interior Systems.

“Touch is a very natural and intuitive way of interacting and will become ubiquitous in the car interior. We are proud to have our CNB Film to be a key enabler in bringing Faurecia’s visions of Smart Surfaces and Intuitive Connectivity into life”, says the new CEO Juha Kokkonen from Canatu.

“This is an important step in the evolution of our interior systems offering towards the move to smart surfaces, driven by the fusion between electronics and surface decorations. Coupling Faurecia’s position as Lead Architect of a new Customer Experience and Canatu’s unique CNB films, we are convinced that the combination will rapidly offer automotive-level solutions tailored to end-consumers’ advanced needs” explains Mr. David Weill, VP Marketing and Business Development at Faurecia Interior Systems.

In the ITO Replacement—Non-ITO Transparent Conductor Technologies, Supply Chain and Market Forecast 2016 Report, sixth edition, Touch Display Research analyzed over 240 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.

Touch Display Research forecasts that the ITO-replacement market will reach $13 billion by 2023.

Figure: ITO replacement comparison chart

ITO replacement compare with TDR2016

Source: Touch Display Research Inc., ITO-Replacement Report, 2016

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

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.

Thanks for reading,

Dr. Jennifer Colegrove and team

Touch screen with ITO-replacement going to mainstream

June 15, 2016

Touch screen with ITO-replacement is gaining momentum for >50-inch sizes category. We can see this trend at SID 2016 DisplayWeek.

3M showed 55-inch touch table with metal mesh touch screen.

C3Nano demonstrated 55-inch silver nanowire transparent conductor touch display.

Microsoft’s keynote discussed their 55-inch and 84-inch interactive Surface Hub that can sense both finger touch and active pen.

In the ITO Replacement—Non-ITO Transparent Conductor Technologies, Supply Chain and Market Forecast 2016 Report, sixth edition, Touch Display Research analyzed over 240 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.

Touch Display Research forecasts that the ITO-replacement market will reach $13 billion by 2023.

Figure: ITO replacement comparison chart

ITO replacement compare with TDR2016

Source: Touch Display Research Inc., ITO-Replacement Report, 2016

The ITO-replacement industry has made good progress in the touch panel and other applications in the past two years. However, not all companies are growing and you need to be very selective. The specifications of over thirty metal mesh suppliers are compared side-by-side in one chart in the Excel database.

We forecast that ITO-replacement will become the major transparent conductor for touch panels after 2021. ITO will be the minor transparent conductor for touch panels.

Thanks for reading,

Dr. Jennifer Colegrove and team

 

 

 

Flexible, curved, bendable displays at turning point for fast growth

June 9, 2016

Flexible display is at the turning point for fast growth. We can see this trend at SID 2016 DisplayWeek.

Japan Display Inc. (JDI) showcased several curved AMOLED displays. Two of the curved AMOLED were in a glass box. Another curved AMOLED demo is integrated with a curved touch screen on it.

E Ink showed large size flexible active matrix electrophoretic display.

FlexEnable showcased flexible LCD for wrist wearable devices.

In the “Flexible, Curved, and Bendable Display Technologies and Market Forecast Report.” (Second Edition), Touch Display Research analyzed over 10 display technologies, over 14 applications of flexible displays, and shows how the flexible display market is accelerating. This report profiles over 270 companies working on flexible displays.

OLED is the most researched with 46 companies and research institutes working on it. Touch Display Research believes there are strong opportunities for flexible LCD as well since it could be lower cost than flexible AMOLED.

Touch Display Research forecasts that the flexible display market will reach $30 Billion by 2025.

Figure 1. Flexible, curved and bendable display market forecast to 2025

flexible 2016 forecast with TDR

Source: Touch Display Research, Flexible, Curved and Bendable Display Technologies and Market Forecast 2015 Report, second edition

Flexible display could be used in four types of form factors: bendable dynamic, foldable dynamic, fixed curved, flat with flexible substrate. Currently, flexible displays are already shipping in large volumes. We forecast that flexible, curved and bendable displays will have tremendous growth in the next several years.

Flexible, curved and bendable displays still face many challenges. Over 10 display technologies could be made into flexible curved bendable form factors. Challenges and opportunities are analyzed in the report.

Thanks for reading,

Dr. Jennifer Colegrove and team

E Ink and Polyera Bendable Watch

February 1, 2016

At CES 2016, Touch Display Research had a chance to try on the bendable watch from E Ink and Polyera: Wove band.

Figure: I’m trying on the bendable watch from E Ink and Polyera

polyera wove on my wrist

Photo by: Touch Display Research, 2016

As we covered in October 2015 “Touch and Emerging Display” report, Polyera announced debut of its first flexible watch, which was also reported by Zegarki: the Wove Band. It uses a flexible electrophoretic display with a TFT backplane that can wrap around a wrist or be used flat. The display has 1040×200 pixel format.

Polyera indicated the bendable watch is coming in 2016. Polyera was founded 10 years ago by CEO Phil Inagaki and Antonio Facchetti, co-founder and chief scientific officer. Currently, they have over 100 people.

In the “Flexible, Curved, and Bendable Display Technologies and Market Forecast 2015 Report.” (Second Edition), Touch Display Research analyzed over 10 display technologies, over 14 applications of flexible displays, and shows how the flexible display market is accelerating. This report profiles over 270 companies working on flexible displays.

Touch Display Research forecasts that the flexible display market will reach $30 Billion by 2025.

Figure 2. Flexible, curved and bendable display market forecast to 2025

flexible 2015 forecast

Source: Touch Display Research, Flexible, Curved and Bendable Display Technologies and Market Forecast 2015 Report, second edition, 2015

The Flexible Curved Bendable Display Technologies and Market Forecast 2015 report is available immediately and includes a PowerPoint file (over 450 pages) and an Excel database. You can subscribe on our website in the Market Research Report page or contact us by email: jc@touchdisplayresearch.com

Thanks for reading,

Jennifer and team

Cima Touch—joint venture of Foxconn and Cima Nanotech for ITO replacement

September 3, 2015

I just came back from the trip of Touch Taiwan and IDMC (International Display Manufacturing Conference) 2015 conference.  Earlier this week, we blogged about LG Display keynote on flexible OLED display, and Konica Minolta keynote on flexible OLED lighting, and AUO quantum dot TV adopted 3M and Nanosys material.

Another hot trend at Touch Taiwan 2015 is the ITO-replacement material for touch panels. At Touch Taiwan, Cima Nanotech announced its new joint venture with Foxconn: Cima Touch. Both companies will sell SANTE® ProTouch™ modules through Cima Touch.

Figure 1: Cima demonstrates 65” projected capacitive at Touch Taiwan 2015

Cima 65 inch with TDR

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

Last year, Cima Nanotech and Amdolla showed a 42” projected capacitive touch screen at SID 2014.

In the newly published “ITO-replacement: non ITO transparent conductor technologies and market forecast 2015 report”, 5th edition, Touch Display Research analyzes metal mesh, silver nanowire, conductive polymer, carbon nanotube, graphene and other transparent conductor materials. Touch Display Research forecasts that the ITO-replacement market will reach $10.9 Billion by 2022.

Figure 2. ITO-replacement: non-ITO transparent conductor market forecast 2015 to 2022

ITO replacement forecast2015

Source: Touch Display Research, ITO replacement: non-ITO Transparent Conductor Technologies and Market Forecast 2015 Report, 2015

Thanks for reading,

Jennifer and team

Kodak touch sensor after UniPixel

July 15, 2015

I recently had a chance to interview Kodak’s VP of Functional Printing group, Mr. Brian Marks. Mr. Marks indicated Kodak is currently working on two metal mesh technologies: 1. Silver metal mesh, and 2. Copper metal mesh.

As we covered before in Touch and Emerging Display monthly report, UniPixel bought the Atmel’s XSense business and facility in Colorado in April 2015.

On April 27, 2015, Kodak announced it is committed to moving forward independently with development of copper mesh touch sensor technology, following UniPixel’s decision to withdraw from joint activities with Kodak.

“We are pleased to have full control over the technology development program and excited about the business opportunities ahead. We expect to have products based on this technology in the market before the end of this year,” said Philip Cullimore, President – Enterprise Inkjet Systems Division and Micro 3D Printing & Packaging Division.

UniPixel and Kodak signed partnership agreement back in 2013. But after about 2 years, the partnership broke up.

In the recently published “ITO-replacement: non-ITO transparent conductor technologies and market forecast 2015 report“, Touch Display Research forecast the non-ITO transparent conductor market will have rapid growth and reach $10.9 billion in 2022.

Figure: ITO-replacement market forecast.

ITO replacement forecast2015

Source: Touch Display Research Inc. ITO-replacement 2015 report.

More analyst about Kodak touch sensor technologies, supply chain and business will be in the “Touch and Emerging Display monthly report”, July 2015 issue.

Thanks for reading,

Jennifer and team

AWE 2015 augmented reality, gesture and voice control market

June 11, 2015

The annual Augmented World Expo (AWE) was held at the Santa Clara Convention Center from June 6-10, 2015. It’s organized by AugmentedReality.org.

It claims is the world’s largest event focus on augmented reality, virtual reality and near eye wearable devices. There are about 200 exhibitor and 3000 attendees this year. I had a chance to visit this event and talk to some exhibitors.

At AWE 2015, Bosch demoed a system that can help technicians with car repairs. I had a chance to interview Dr. Taufiq Hasan and Dr. Soohwan Kim from Bosch’s Research and Technology Center based in Palo Alto. Picture here is Dr. Kim demonstrating a technician could wear the HMD and see the part number and illustrations, then he/she and order parts by voice command, “Order part number 5124.” After a second, the screen will feedback, “Status: Part number 5124 is ordered.”

Figure: Bosch demonstration at AWE 2015

Bosch gesture voice

Photo by: Touch Display Research Inc.

Touchless human-machine-interaction (HMI) is the next big thing. Apple, Google, Microsoft, Amazon, Samsung, LG, Intel, Qualcomm are all working on touchless HMI.

Touch Display Research analyzed nine touchless technologies: camera-based gesture control, camera-based eye tracking, ultrasound gesture, voice recognition, photodiode sensors, proximity touch screen, motion sensor, short-range wireless and other touchless technologies.

In the Touchless Human-machine-interaction (HMI) report, Touch Display Research forecast the touchless HMI market will continue to have rapid growth, and will reach $42 Billion by 2020.

Figure: Touchless Human-machine-interaction (HMI) Market Forecast.

Touchless HMI forecast TDR

Source: Touch Display Research Inc. Touchless HMI 2014 report.

More review of AWE 2015 exhibitions will be in the “Touch and Emerging Display monthly report”, June 2015 issue.

Thanks for reading,

Jennifer and team

Nissha partners with C3Nano

May 8, 2015

Today, Nissha and C3Nano announced they are partnering to develop silver nanowire type transparent conductor for touch sensor applications.

Touch Display Research had a chance to talk to C3Nano’s CEO, Mr. Cliff Morris recently. He indicated being selected by Nissha as a development partner validates C3nano’s position as a performance leader in TCFs.

Our survey found that the adoption of silver nanowire and metal mesh are accelerating. In the newly published ITO-replacement 2015 report, Touch Display Research forecast ITO-replacement market will grow to 10.9 Billion by 2022.

Figure. ITO-replacement market forecast 2015 to 2022.

ITO replacement forecast2015

Source: Touch Display Research, ITO-replacement report, May 2015.

There are 25 companies and research institutes working on silver nanowire transparent conductor currently. Nissha is actually part of another joint venture with Cambrios and TPK on silver nanowire since 2013.  More analysis can be found in the Touch and Emerging Display monthly report, May 2015 issue.

Thanks for reading,

Jennifer and team

TDR accurately forecasted 4K OLED TV available time

April 16, 2015

LG has been demonstrating its 65” 4K OLED TV since CES 2014 and had road tour promotions since October 2014 in many cities worldwide. However, it is until Q1 2015, the LG 65” 4K OLED TV is available in the US market. The 65” 4K OLED TV 65EG9600 is selling for $9000 currently. Another similar model is selling for $12000 currently. LG’s website also indicated the 77” 4K OLED TV is coming soon.

Figure: LG 65” 4K OLED TV

LG 4K oLED girl

Source: LG

Over two years ago, 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.”

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

Figure: We accurately forecasted 4K OLED TV available time

we accuratly forecast 4K OLED TV

Source: Touch Display Research Inc. April 2015

Over a year ago, in the “Touch and Emerging Display report”, June 2013 issue, page 45, we forecasted “Apple will adopt AMOLED within 18 months”.

Now with the Apple Watch announced, our forecast becomes reality in 18 months.

Touch Display Research has a good reputation of accurate forecast. In January 2013, Touch Display Research gave a presentation at the SID Bay Area one-day conference, we forecasted “Samsung will release curved AMOLED on a device that is larger than 5” by end of 2013.” (SID Information Display chief editor Stephen Atwood wrote about our forecast in his article in Information Display Journal March 2013 issue.)

In October 2013, Samsung announced the Galaxy Round with curved AMOLED display. One month later, LG also announced the G Flex. Our forecast became reality in 9 months.

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

Thanks for reading,

Jennifer and team