Empowering display industry professionals with cutting-edge insights and analysis
What They Say Occasional DD contributor and HMD guru, Karl Guttag, has published a blog post in which he speculates (based on a forensic analysis of published videos in comparison to his own photos) that the Niantic prototype AR display that it has shown are based on a Lumus waveguide. (Niantic Shows AR Prototype & … Read more
What They Say Apple analyst Ming-Chi Kuo said that he now believes that the widely rumoured Apple headset will not start volume shipping until the second half of 2023 and that as a result, the sales for the headset in 2023 are likely to be ‘less than 500K units’, below a ‘market concensus’ of 800K … Read more
Techblick held its Quantum Dots and Mini/Micro-LED Displays virtual event last week and had an impressive list of speakers and topics. I plan to write about several of the talks, but I thought I would start with an analyst’s eye view of miniLED from Eric Virey of Yole Intelligence (I see they gave up on … Read more
Universal Display Corporation, enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, announced the signing of long-term OLED material supply and license agreements with Samsung Display Co., Ltd. (SDC), a global display manufacturing leader. These agreements affirm that Universal Display Corporation will continue to supply its proprietary UniversalPHOLED phosphorescent OLED materials and technology to Samsung … Read more
What They Say Digitimes Research said that Chinese smartphone brands are likely to have shipped around 140 million units in Q3, down 5.5% sequentially and 18.2% YoY, quoting Digitimes Research as the source. The drop is a result of weak demand and a desire to reduce inventory in the whole supply chain. Oppo was up on … Read more
What They Say DSCC said that for the fourth consecutive quarter it has downgraded it display capacity forecast as more delays and cancellations are recognised in the face of weak demand and poor pricing. The firm now says that it will be the second half of 2023 before LCD TV panels rise to higher than … Read more
Revenues for AR/VR displays will total $942M in 2022, according to the latest issue of the Biannual Augmented and Virtual Reality Display Technologies and Market Report. Despite the current global economic downturn, the long-term outlook for AR/VR displays remains positive, with revenues expected to grow at a compound annual growth rate (CAGR) of 50.7% and reaching … Read more
What They Say Huawei has a new HMD that is being sold in China (only for now) as the Vision Glass. The glasses use microOLEDs to create an image equvalent to a 120″ image at 4 metres viewing distance. The panels are FullHD (giving 53ppd) with 480 cd/m² of output and coverage of 90% of … Read more
What They Say Just to prove that we haven’t changed to AR/VR daily, we spotted an announcement from DCI that is has certified a Barco D-Cinema Direct View Display CL4K-40 with IMS3000 for use. What We Think This is the first Barco Direct View LED to be certified and the firm now joins Appotronics, Leyard, … Read more
What They Say The Times visited BAE in Warton, Lancashire, in the UK and was shown the latest simulator that the company has for the Tempest fighter aircraft, due to enter service in 2035 and replace the Typhoon, the current main aircraft of the RAF. The article doesn’t go into detail, of course, but highlights … Read more
What They Say Toms Hardware reports based on a Chinese language newspaper report that BOE showed a 16″ 600Hz notebook panel at an industry event in Chengdu, China. It also had a 17.3″ foldable OLED and an ADS Pro 75″ LCD with native contrast of 3,000:1. There was an 86″ 4K miniLED using glass-mounted LEDs and … Read more
What They Say A company called Ganvix is working with an equipment maker from Australia called BluGlass to try to develop a new way of making vertical cavity surface-emitting lasers (VCSELs) that emit in the green spectrum. The firms are collaborating with ITRI in Taiwan. According to Ganvix, its approach enables fabrication of VCSELs entirely from epitaxially-grown … Read more
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