Tag Archives: display

Automotive supply chain revolution in the next 8 years

September 16, 2021 by Jennifer Colegrove Ph.D. Principal Analyst, Touch Display Research Inc.

Automotive industry has a mixed dynamic in 2021 with the virus resurging in some areas, IC and raw material shortage and high demand. Nevertheless, the automotive supply chain is evolving, Touch Display Research forecasts the supply chain of automotive touch screens, displays, and ADAS will have a revolution in the next 8 years. Your company should be ready for the supply chain revolution.

In the recently published “Automotive Touch, Display, ADAS and Touchless HMI 2021 Report, 4th Edition” 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) technologies and supply chain. This is the 4th edition with many updates over the third edition (published in 2020). More than 600 companies working on automotive technologies are profiled in the report.

Figure. Automotive touch, display, ADAS and touchless HMI technologies, supply chain, and market forecast 2021-2028 report

Source: Touch Display Research, Sept 2021

This report mainly covers four parts of the automotive industry: touch, display, ADAS (Advanced Driver Assistant System), and touchless HMI. We also discussed other emerging technologies for automotive, including self-driving vehicles, smart windows, haptic feedback, micro and mini LED lighting, batteries and fuel cells, augmented reality, and virtual reality for the automotive market.

Table of contents and report sample are available upon request.

  • Dr. Colegrove, author of this report, has conducted many first-hand surveys and interviews with touch panel suppliers, display suppliers, touchless sensor suppliers, automotive system integrators, and automotive brand companies in the past 12 years.
  • This report includes a PowerPoint file of over 600 pages and an Excel database.
  • The challenges of automotive technologies and business strategy recommendations are provided.
  • Market data in the report includes 6 years of history data (2015 -2020) and 8 years forecast (2021 to 2028).
  • The touch for automotive market forecast includes Unit, ASP and Revenue, with a detailed breakdown by projected capacitive touch (discrete), in-cell on-cell, resistive, and other touch technologies.
  • The display for automotive market forecast includes Unit, ASP and Revenue, with a detailed breakdown by 11 display technologies: quantum dot with blue mini LED backlight LCD, quantum dot with blue regular size LED backlight LCD, white mini LED backlight LCD, conventional TFT LCD, PMLCD or segmented, AMOLED, micro LED direct view, PMOLED+VFD, micro LED HUD, and conventional HUD.
  • The touchless HMI for automotive market forecast includes Unit, ASP and Revenue, with a detailed breakdown by ADAS ((Advanced Driver Assistant System), gesture control, eye-tracking, voice command, proximity touch, and other touchless technologies.
  • Regional analysis is also provided in this report.

Reasons to pick these reports:

  • We survey and interview hundreds of companies annually to provide the first-hand information and analysis in this report.
  • Find potential clients or partners from the list of over 600 companies
  • Deeper understanding of automotive touch, display, ADAS technologies and the landscape to refine your technology roadmap
  • Anticipate industry challenges, determine market status
  • Obtain automotive HMI market intelligence, understand market trends and profit from it
  • Know your competitors; these reports will be your advantage
  • Invest in the right areas and avoid costly wrong investment
  • Empower your business planning, make fact-based decisions

The “Automotive touch, display, ADAS and touchless HMI 2021 Report, 4th edition” is available immediately. 

This report includes:

  • PowerPoint file: >600 pages
  • Excel database: Profiled >600 companies
  • Published: Sept 16, 2021
  • Price: $6200 for company with <5 users. $6900 for company with 5 or more users  
  • Bonus: The client can have a 30-minute free phone call with the author Dr. Jennifer Colegrove, within three months of 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

Touch Display Research Inc. and Battery Market Research

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About Touch Display Research Inc.

Touch Display Research, Inc. (https://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, smart windows, micro & mini LED, gesture controls, voice controls, and eye controls. 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 Touchless Human-machine-interface report since 2014; we were the first company to publish Quantum Dot market reports since 2013. 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, semiconductor companies, consumer electronics ODMs/OEMs, material suppliers, investors and venture capitalists. For report and consulting, please visit our website: TouchDisplayResearch.com. 

Touch Display Research Membership subscription Touch Display Research offers membership packages for corporations and businesses who would prefer to purchase several of our services at the same time. We offer three levels of membership: Gold, Silver and Bronze. Please see the website membership page for more details.  

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

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

iPad Air GF2 touch sensor structure made it thin and light weight

Oct 23, 2013

Yesterday, Apple announced its “best iPad ever” –the iPad Air, and the retina display iPad mini.

The iPad Air is especially attractive, with 20% thinner than the iPad 3 (also called the new iPad when it was released in 2012), and 31% lighter than the iPad 3.

What technology made the iPad Air so thin and light weight? Touch Display Research believes the main contributors are

  1. The GF2 touch panel structure,
  2. Narrow bezel touch and display.

Touch Display Research believes the iPad Air used the GF2 (Glass Film with double side transparent conductor) touch structure, compare with the GG (Glass Glass) structure used in the previous iPad. Change one pieces of 9.7” glass to film, Apple could save 0.5mm to 0.8mm in the thickness, and save 0.1 to 0.3 pound in weight.

We also believe the display and touch screen in iPad Air have a narrow bezel than the previous iPad. This contributed to the light weight as well.

Thanks for reading,

Jennifer and team

Applied Materials for IGZO displays

October 16, 2013

On October 16th, Applied Materials announced new technology systems for manufacturing IGZO TFT: the AKT-PiVot® 55K DT PVD, Applied AKT-PiVot 25K DT PVD and Applied AKT 55KS PECVD systems.

Applied Materials supply two sizes of IGZO manufacture equipment: One is for Gen 8.5, 2200mmX2500mm mother glass. One is for Gen 6, 1500mmX1850mm mother glass.

Metal oxide TFT, especially IGZO TFT has been researched for many years. Sharp is the first company to mass produce IGZO TFT since 2012. Although Sharp first announced to produce IGZO TFT in April 2011, it took them one year longer than expected to bring it to mass production. LG started mass produce IGZO TFT for their 55” AMOLED TV since early 2013.

Figure. Applied Materials IGZO manufacture equipment

Applied material PECVD equipment with person

Source: Applied Material, October 2013

I had a chance to meet Applied Materials team: Max, John, Kerry, Ricky, and Amaya recently in their Santa Clara office. I raised the questions of how to improve IGZO’s stability, uniformity and yield. Applied Materials indicated they have solutions for all three issues. Applied indicated they are working closely with four display companies currently.

More analysis and IGZO display roadmap can be found in our Touch and Emerging Display monthly report.

Thanks for reading,

Jennifer and team

Microsoft Surface 2 and Pro 2 Displays

September, 23, 2013

Today Microsoft announced the updated Surface tablet PCs: the Surface 2 and Surface Pro 2. This time both will use a display with the same resolution––1920X1080.

Figure. Microsoft Surface Pro 2

Microsoft Surface Pro 2

Photo source: Microsoft, September  2013

In October 2012 and February 2013, the first Microsoft-branded tablet PCs were released––the Surface RT and Surface Pro. After years of focusing on software, Microsoft now had a tablet product in addition to hardware lines such as the Xbox game console.

In Microsoft’s July 2013 financial report, the company took a $900 million loss due to the Surface. Obviously, the first Surface tablet PC wasn’t very successful.

As we wrote in the August issue of Touch and Emerging Display report, we believe one of the mistakes that Microsoft made was with the display. A 10.6” size and two different pixel formats for the RT and the Pro were used. 10.6” size was never mass-produced by any display manufacturer before Surface, therefore both of the 10.6” displays were custom made, and that meant a high cost. The result was the high price of the original Surface tablet.

Nevertheless, the second round should be better. Microsoft used the same pixel format this time for both the Surface 2 and Pro 2. More analysis about the touch screen and active pen features can be found in our Touch and Emerging Display monthly report.

Thanks for reading,

Jennifer and team

 

Taiwan touch manufacturers grasp new opportunities

August 8, 2013

(Editor’s note: Dr. Jennifer Colegrove will be traveling to Taipei, Taiwan later this month to speak at the International Display Manufacturing Conference (IDMC) and to visit TouchTaiwan 2013.)

“I am honored to be delivering a special forum at the conference, and eager to meet Taiwan’s touch screen manufacturers and emerging display manufacturers,” said Dr. Colegrove.

Jennifer will be speaking on August 28th, 13:20-13:45 at a special forum of the IDMC conference which is in conjunction with TouchTaiwan exhibition. Contact her by email: jc@touchdisplayresearch.com

 IDMC touchtaiwan

Blog:

Taiwan is one of the most active regions in touch screen manufacturing. In 2006-2007, Apple’s iPhone brought revolutionary changes to the touch screen industry. Touch panel companies at the forefront such as TPK, Wintek, Youngfast, J-Touch rode the wave and grew rapidly.

Recently, display and touch screen integration have become necessary to reduce cost, weight, and thickness. This has led display manufacturers such as AUO, Innolux (used to be named ChiMei Innolux), and CPT to grasp an opportunity and supply the new devices.

In 2013 a wave of new opportunities and challenges are approaching. Touch Display Research analyzed the growth opportunities in:

  1. Large smart phone (>5”)
  2. Touch technology for notebook and all-in-one PCs
  3. ITO-replacement materials
  4. Multi-touch and simultaneous pen writing
  5. Touchless control

I am honored to be delivering a special forum at the conference and eager to meet Taiwan’s touch screen and display manufacturers.

Jennifer and team

Sony moving in the right direction: Emerging displays and touch playing a key role

August 5, 2013

Sony Corporation has lost money five years in a row. However, during both this May and August Sony announced good news: it swung back to a profit in its fiscal fourth quarter (FYQ4 ended on March 31st) and fiscal first quarter (FYQ1 ended on June 30th). The main contribution to this new profitability is “lifted by the first black ink in 3 years at its long-struggling TV business” as indicated by Wall Street Journal on August 1.

So far, I think the new CEO Kazuo Hirai is steering Sony in the right direction, and emerging display and touch technologies are playing a key role:

  • As we covered in the monthly “Touch and Emerging display report”, Sony has released several 4K TVs. Sony has adopted QD Vision’s quantum dots on some of its TVs for better color and lower power consumption.
  • Sony is still manufacturing AMOLED professional monitors and successfully selling these at high price, leading to profitability
  • Sony is planning a flexible e-Paper display (from E Ink) tablet with pen-writing function by end of this year.
  • Sony added more pen-writing notebook PCs.
  • Recently Sony has unveiled SmartWatch 2 with a larger 1.6” 220×176 touch display (the original SmartWatch has a 1.3” 128X128 OLED display).

Figure: Sony upcoming flexible display tablet with pen

E ink Sony Mobius

Photo by: Touch Display Research Inc.

Although a profitable quarter is good news, the profit of FYQ1 is only 3.5 billion Yen, a 0.2% profit margin. It is still left to be seen if Sony can maintain profitability the entire fiscal year.

Thanks for reading,

Jennifer and team

 

Our Mission at Touch Display Research

July 11, 2013

Our mission is to provide accurate industry knowledge, up-to-date information, forward-thinking analysis and the best business strategy recommendations to our clients.

Jenny sit

At SID 2013 I visited LG Display’s exhibition booth and asked the booth attendants about their flexible AMOLED. Another visitor happened to be standing there looking at the flexible AMOLED too. I asked the LG booth attendants, “Does this flexible display use the color filter method?”

The LG booth people answered, “No, this demo doesn’t use a color filter.”

I nodded. At this point, the other visitor jumped in and said, “OLED doesn’t need a color filter, it’s not LCD.”   The visitor looked like an intelligent young man, but only knew part of the technology. I explained to him, “Some OLEDs use a color filter––LG’s OLED TV uses white OLED plus a color filter.” 

The young visitor looked at me with doubt, “Really? I don’t think so.” Then he started to talk to the LG booth people, “I saw your CEO gave a keynote two days ago.” The LG booth people asked, “Where?”

The young visitor said, “The keynote at the beginning of this SID.”

I came to SID 2013 on Tuesday afternoon and missed the keynote talk that morning, but I knew the keynote speaker had been Samsung Display’s CEO, not LG’s CEO. I said, “That was Samsung’s.”  The LG booth people also said, “Our CEO didn’t come this time. Maybe it was Samsung’s.”

But the young visitor didn’t hear me, and kept chatting with the LG booth people.

I walked away with a bit of heartbreak and sympathy for the young visitor.

I recently saw presentation slides from a university professor. In one slide he indicated IGZO TFT was still in R&D stage. I looked at the presentation time––March 2013. I know that Sharp announced the mass production of IGZO TFT in April 2011, and finally mass produced it in April 2012. I met Sharp’s CTO in April 2012. Obviously, that professor had out-dated information and hadn’t followed Sharp’s progress in IGZO.

There are many people like that young visitor and the professor who only know part of the technology, part of the story, and unfortunately provide wrong opinions. They don’t know that AMOLED can have color filter too, they can’t tell Samsung from LG, they don’t know that Sharp has already mass-produced IGZO since 2012, but they are willing to spread wrong information.   

I’m concerned about these people and the people they advise. I feel as a Ph.D. and experienced technology analyst, I have the responsibility to provide to my clients correct knowledge, up-to-date information, forward-thinking analysis, and best business strategies.

E Ink Flexible and Color Displays Leap Ahead at SID 2013 Displayweek

May 23, 2013

I’m in beautiful Vancouver, BC this week to attend and give a speech at the SID 2013 Displayweek conference.

At E Ink’s exhibition booth, their director of product management Giovanni showed me several flexible electrophoretic display products and color displays. As I blogged in January, flexible and color displays were the main focus of E Ink at the Flextech Alliance’s Flexible Display 2013 conference, but at this SID is one big leap ahead. The flexible display jumped from a 4.3” active matrix announced in January, to 13.3” flexible active matrix in this May demonstration. The color display added the three color pigment, which they called “Spectra.”

Figure: E Ink booth at SID 2013 Displayweek conference

E ink spectra

Source: Jennifer Colegrove

How does E Ink’s “Spectra” work, and how fast does it switch? When will E Ink’s flexible active matrix display be on the market? What’s the technology used in the 13.3” flexible active matrix display? What’s the flexible active matrix display roadmap through 2015? A detailed analysis will be in the upcoming “Touch and Emerging Display Monthly Report”, May 2013 issue.

Thanks for reading,

Jennifer and team