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Silicon TFT Commercialization Wasn’t Easy Either – Lessons for IGZO Development

Silicon TFT Commercialization Wasn’t Easy Either – Lessons for IGZO Development

Supply Chain – A dinner conversation with an old Philips colleague reminded me that the commercialization of silicon transistor technology wasn’t easy either. We were talking about the seemingly slow pace of metal-oxide TFT (e.g. IGZO) industrialization when he said; “TFT engineers have taken advantage of how silicon nitride compensates for amorphous silicon since the […]

Clip a Camera to Your Smartphone!

Market Intelligence – Recent rumors suggest Sony wants you to attach a performance camera to your smartphone! Yes, if the blogosphere is right, we’ll see an announcement in early September about a real zoom camera you can clip onto an Android or iOS platform. The higher-end version of two anticipated products may be based on […]

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LCDs Are Knocking at Your Door

Business and Strategic - A recent report by IHS describes a nascent market for front-door security displays. Does this mean LCDs are knocking at your door? Reading the news, I get the sense LCDs are knocking on everyone’s door, as panel makers seek to enter every conceivable market. The IHS report notes how price competition in […]

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LCD Edge to Edge, What’s Next?

We read everywhere that demand for premium smartphone, PC and TV products has peaked. This raises the question: if the consumer electronics market is LCD edge to edge, what’s next? Quarterly results from LG Display (LGD) give us some indication of the effects of market maturity on a leading supplier of LCD panels, and how […]

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Relinking the PC Supply Chain

Supply Chain – Recent news suggests that consumer electronics brands are relinking the PC supply chain in response to maturation and commoditization. If so, this intensifies changes in the display supply chain, which is adapting to the loss of module value-added already. I think the following stories relate to this and to competitive pressures coming […]

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Selling Open Cell LCDs is a Going Out of Business Strategy

Supply Chain – Several recent news stories concerning the impact of open cell LCD sales on the TV value chain remind me of warnings issued ten years ago. Back then, I was in Korea evaluating the potential impact of selling open monitor cells to ODM rather than completed modules. From the monitor maker’s perspective, it […]

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Notebook Demand Is a Touchy Subject

Market Intelligence – News and insights at SID DisplayWeek tell me notebook demand is a touchy subject. In addition to evidence that smaller tablets and larger smartphones are eating into the notebook market, we can see a transformation in notebooks themselves. The glassy feel of tablets is coming to notebooks and so are advanced touch […]

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LCD Beats CRT, or the Woes of the Display Industry

The words LCD beat CRT ran through my head as I walked through the exhibits at SID’s DisplayWeek in Vancouver. Though that observation may seem trite, I think it should be chanted by all of us until we declare victory and ask where we go from here. If we can learn anything from the last […]

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Say Goodbye to the Sharp that We Knew

Business & Strategic – Sharp sunk further in the fiscal year ended in March and it has surrendered more control to its creditors in an effort to revive its businesses. As incoming chairman Takahashi told reporters in Japan [source: DowJones Newswires], “We need to say goodbye to the Sharp that we knew in recent years. […]

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OLED Has Closed the Gap with LCD in Mobile Displays

Mobile Displays - After reading Ray Soneira’s review of Samsung’s new S4 smartphone at DisplayMate*, even I must admit that it looks as if OLED has closed the gap with LCD in mobile devices. Those whom have heard me speak at conferences may think this is something of an about-face, but I must give credit where […]

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