Tag Archives: Apple

Apple Watch LTPO OLED analysis

September 13, 2018, by Jennifer Colegrove Ph.D. Principal Analyst, Touch Display Research Inc.

This week Apple announced the new iPhones and the new Watch for this holiday season. The new Apple Watch series 4 adopted a larger AMOLED display, which has 30% bigger display than its predecessor…..

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Samsung/Harman is expanding QLED and Apple Entered Quantum Dot Industry

February 24, 2018 by Jennifer Colegrove Ph.D.

The quantum dot industry changed dramatically in 2017. Samsung/Harman is expanding QLED to automotive application. Apple just entered quantum dot market. We forecast quantum dot industry will have rapid growth in the next several years.

In the recently published “Quantum Dot Technologies and Market Forecast 2018 Report (5th Edition),” Touch Display Research surveyed many quantum dot suppliers, display manufacturers and OEMs, and analyzed and forecasted the quantum dot display component market with detail of material type and form factor. This report profiles over 110 companies working on quantum dot materials and quantum dot components. Touch Display Research forecasts the global quantum dot market will reach $16.6 billion by 2028.

Figure. Quantum Dot 2018 Report, 5th Edition

Source: Touch Display Research Inc., February 2018

  • CES 2018 quantum dot exhibitions are covered in this report,
  • Per clients’ request, quantum dot concentrate and pure quantum dot weight (kg) are calculated and forecasted in this 2018 report.
  • Quantum dot display area (m2) are added in this 2018 report.
  • Colegrove, author of this report, has conducted many first-hand interviews of quantum dot material and component suppliers, display manufactures, and OEMs in recent 10 years. She is the first analyst to publish a comprehensive quantum dot market report since 2013.
  • Over 110 companies are profiled and supply chain analysis with many companies is provided.
  • What does the new quantum dot ecosystem looks like in 2018 and 2019?
  • Who will be the winner in 2018?
  • Which form factor QD will be dominant in 2027?
  • Besides display, what other market will QD flourish in the next several years?
  • This report provides market analysis and forecast of quantum dot for display and lighting, with analysis of quantum dots for other applications: solar, battery, laser, bio-science, image sensor and medical labeling.
  • This report provides not only the outlook for quantum dot components in display and lighting, but also analysis and comparison between conventional LCD, LCD with quantum dot, LCD with Cd-free QD, and AMOLED.
  • The strengths and weaknesses of key players are analyzed.
  • This report provides a Bill of Material (BOM) analysis of quantum dot displays for TV, and BOM of quantum dot monitor displays.
  • This report include a PowerPoint file (>500 pages) and an Excel database. Market data in the report includes 5 years history data (2013-2017) and 11 years forecast data (from 2018 to 2028).
  • The market forecast includes Unit, quantum dot component ASP and Revenue, with a detailed breakdown by Cadmium-type quantum dot and Cd-free quantum dot; a detailed breakdown by nine applications.
  • Regional analysis is also provided in this report.

Reasons to purchase:

  • Find your potential clients or partners from the list of over 110 companies
  • Choose the right quantum dot supplier for your applications
  • Know the quantum dot challenges, market status, and future
  • Know your competitors
  • Invest in the right direction, avoid millions of dollars of wrong investment
  • Empower your strategic planning
  • Touch Display Research experts have been writing display industry analysis reports for over ten years. You can access this expertise by purchasing and receiving the report today.

 

The “Quantum Dot Technologies and Market Forecast 2018 Report” Fourth Edition is available immediately. Report sample, table of contents are available upon request.

PowerPoint file >500 pages
Excel database Profiles >110 companies, Units, ASP, Revenue, Area, QD concentrate and pure QD weight (kg), list of all quantum dot devices and suppliers
Published time February 19th,  2018
Price $4500 for company with <5 user. $4900 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

 

Report sample is available upon request. You can subscribe on our website: www.touchdisplayresearch.com in the Market research report page or by email: jc@touchdisplayresearch.com

Why our QD report is better than competitors’

  Published time Author(Analyst) Pages Excel database Price
Touch Display Research Quantum dot 2018 report Feb, 2018 (5th edition), updated every year since 2013 Dr. Colegrove who has been writing quantum dot for 10 years >500 pages 11 pages, with market forecast, and profile of over 110 companies $4500 for less than 5 users,

$4900 for >5 users

Competitor A 2015 New analyst to quantum dot ~130 pages Listed 30 companies $5400 for less than 5 users, $8100 for >5 users
Competitor B 2016 New analyst to quantum dot ~160 pages No excel Start from $5600

 Thanks for reading,

Dr. Jennifer Colegrove and team

Apple HomePod to join the other 40 smart speakers this Friday

February 6, 2018. By Jennifer Colegrove, Ph.D. Touch Display Research Inc.

Apple finally announced its delayed smart speaker—HomePod—will be available this Friday, February 9th, 2018. Wall Street Journal’s Joanna Stern has a presale review of it today.

According to Touch Display Research, more than 40 smart speaker models are already in the market. In the recently published Voice Command, Voice Translator, Smart Speaker Technologies, Supply Chain and Market Forecast 2017 Report, we compared them side-by-side in one page in the excel database. The 10 key characters of an ideal smart speaker is provided in the report.

Figure 1. Voice Command, Voice Translator, Smart Speaker Technologies, Supply Chain and Market Forecast 2017 Report

Source: Touch Display Research, December 2017

More than 300 companies working on voice recognition/ voice authentication/ translation are profiled in the report.

We analyzed voice recognition in 11 applications with detail market forecast for each application category.

Figure 2: Voice recognition on 11 applications

  Application devices
1 Automotive
2 Game console
3 TV
4 Mobile phone/tablet
5 NB/desktop/AIO PC
6 Wearable
7 Home/building automation
8 Smart speaker without HR display
9 Smart speaker with HR display
10 Language translator(standalone)
11 Other devices

Source: Touch Display Research, Voice Command, Voice Translator, Smart Speaker Technologies, Supply Chain and Market Forecast 2017 Report

Touch Display Research forecasts the overall voice recognition market will grow to $43 billion in 2024

The “Voice Command, Voice Translator, Smart Speaker Technologies, Supply Chain and Market Forecast 2017 Report” is available immediately.

PowerPoint file >290 pages
Excel database Profiles >300 companies, Unit, ASP, Revenue, 4 years of history data (2013 to 2016), and 8 years forecasts (from 2017 to 2024)
Published time December, 6th,  2017
Price $4990 for company with <5 user. $5990 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

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

 

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

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.

 

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.

 

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

CNBC article: Apple and Samsung probably need each other — these curved screens show why

August 30, 2016

Here is a nice article written by Anita Balakrishnan from CNBC on August, 25th,  2016.

CNBC logo

Touch Display Research is quoted in the article regarding OLED displays, Apple and Samsung.

Thanks for reading,

Dr. Jennifer Colegrove and team