Empowering display industry professionals with cutting-edge insights and analysis
What They Say After last week’s talk of problems with the Microsoft Hololens and its challenges in the big defence contract that it has in the US, VR Times reports Microsoft chief AI and Cloud executive Scott Guthrie as sayin in an internal email that the MR headset for the U.S. military has reached a … Read more
What They Say Last month, Sensel which is developing haptic touchpads, said that it has raised $18.8 million in a series B funding round that brings its total funding to date up to $57 million. (Sensel says your laptop might come with a haptic touchpad.) The investors included Lenovo and was led by Global Lighting … Read more
What They Say Protocol Entertainment reports that the ByteDance (TikTok) owned company, Pico is setting up a team on the West Coast of the USA to develop content licensing and to start marketing its products in the US. There are reports that the firm has been offering ‘tons of money’ for VR games and content. … Read more
What They Say Sigmaintell of China published its early June TV panel price data which confirmed that all sizes of TV panels continue to decline sharply. Smaller sizes fell by between 2.5% and 7% while the mainstream 55″ fell by 4.2% and 64″ by 7% between May and June. Prices are expected to decline even … Read more
What They Say The Elec reports that LG Display is expected to order deposition equipment from Sunic Systems in Korea to make microOLED-on-silicon panels, with the aim of competing with Sony for the supply of displays for Apple’s much rumoured XR headset. LG Display is reported to be the suppler of the third OLED that … Read more
What They Say Bloomberg reported that Apple may have a new 15″ MacBook Air next year and a new 12″ MacBook Pro for later this year. A 15″ MacBook Air would be the largest that the firm has made to date in the Air line. This is part of a strategy to win more share … Read more
Once again I’m going to quote the old London stockbroker saying of ‘Sell in May and Go Away’ – the phrase they would use to indicate that not much would happen in the dog days of summer – better to spend the days schmoozing with clients at Royal Ascot, Goodwood, Wimbledon, the Henley Regatta and … Read more
K-headquartered global nanomaterials developer Quantum Science Ltd is experiencing rapid growth following its move to a state-of-the-art new laboratory and offices in 2021. The quantum dot specialist, manufacturer of the market leading INFIQ® infrared quantum dot (QD), has expanded its staff with a raft of new appointments as it catches up with sharply rising demand … Read more
What They Say Analyst IDTechEx has put out a report on headset optics highlighting birdbath, holographic and dynamic focus optics as being likely to replace Fresnel lenses in XR headsets over the next decade. Fresnel lenses are relatively simple and cheap but have significant optical disadvantages. IDTechEx says that the first wave of these newer … Read more
What They Say The Korea Herald reported that Merck Korea has now completed the expansion of it OLED material facility in Pyeongtaek, Gyeonggi Province after a plan to invest €20million. announced in 2020. (Merck Announces € 20 Million OLED Manufacturing Expansion in Korea and China) The newly installed equipment for material for sublimation and vacuum … Read more
What They Say Thee Verge reported a few days ago that Dell is revising the design for its XPS 13 2-in-1 laptop to change it to, effectively, a tablet with a keyboard, more like the Apple iPad Pro with the Magic keyboard. The magnetic XPS Folio will support three angles: 100°, 112.5°, and 125° and … Read more
What They Say Last week there were rumours that Roku was to be bought by Neflix. Commentators speculated that Netflix could use such an acquisition to accelerate its expected advertising-subsidised membership plans. From Roku’s point of view, the rumours boosted the company’s stock price. What We Think I think the best analysis that I saw … Read more
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