The surge in tablet products to compete with Apple’s iPad has created a whirlwind of demand in the LCD market. Combine this with a growing acceptance of LCDs and organic light-emitting diode (OLED) displays in automotive, medical, security and industrial applications and you have the recipe for a hot market.
In turn, that market growth is reinvigorating demand for manufacturing equipment.
Over the last five years, demand for LCDs has grown due to increased sales of flat-panel display TVs loaded with features, including Internet access and 3-D capability.
More displays and connected devices in vehicles, increasing demand for displays and interconnection in the medical sector, rising integration of biometrics and security in consumer devices and migration toward a connected home are expected to propel demand for LCDs.
Demand for OLED displays also is growing, especially for mobile phone applications from companies such as Samsung.
The health of the display market has opened the door to new investment opportunities. Indeed, the LCD and OLED manufacturing equipment markets have gathered considerable steam in the last five years.
Click here to read the full story in the May edition of EE Times Confidential.
The title of the article begins with a pretext of addressing "display" market but leaves out many other types of displays that are rapidly gaining market share. ePaper displays are here to stay and for a large population of cost-sensitive markets (i.e., billions!), I see that as a dominant display type of display. Earlier generations of ePaper displays were B&W, then progressed to grayscale ones and now a days, colour ones are gaining market share. More over, the gains made in the colour ePaper technology are circumventing the limitations of the technology roughly a year ago (i.e., the CMYK basic colours were combined with thin-layer optics that attenuated more than 60% of the light).
Second, the article hardly mentions anything about the burgeoning digital signage market that are also rapidly driving the "display" market. Printed electronic displays are rapidly making inroads in this growing market as well.
The article says "displays and connected devices in vehicles, increasing demand for displays" but doesn't mention that a majority of the displays in this market are also heading the way of printed electronics. LCD/LED displays will be limited to a couple of locations where as dashboard controls, displays of door/window control, etc., are being adopted by automobile companies based on printed electroluminescence technologies.
Interestingly, the electroluminescence (which owes its roots to bioluminescence) is rapidly morphing in the OLED marketspace. The AMOLEDs are starting to grow.
Interesting dynamics overall, in the display market.
Dr. MP Divakar
As Apple discovered many years ago, the key is to make the user interface simple and enjoyable. A great looking display and the ability to navigate through touching with your fingers is about as simple as you can get at this point.
Tablets provide a great compromise between mobile phones and laptops of any size, so it should not be surprising that they are now driving display manufacturing. Of course, there will be something else come along, and they do not completely replace desktops and laptops so those will continue to drive a great deal of production.
The displays will be of heavy demand due to two types of changes taking place at two different generations 1. The changes from CRT to LCD/LED, 2. The changes from LCD to LED, 3. Then changes from LED to 3D Capable LEDs, 4. Mobile phone look and feel changes.
This will keep the demand of the displays up and raising for coming years.
The trend seems to be reasonable given the market demand of mobile computing. Taiwan has been really effective in manufacturing small form factor LCD. What's the market share? Will the introduction of color eInk disrupt the market? eInk works better in outdoor especially under bright sunlight.
I always find it interesting when something disruptive comes along and kind of "reverses" a major trend. The trend being mass market of larger and larger display screens.
Seven inchers were around a long time ago. First with portable CRT computers, then with early laptopish computers. If I recall correctly, the display manufacturers improved right past those sizes very quickly, moving to ever larger and larger displays.
Netbooks seem to have re-created a demand for 10" screens and now tablets have re-created demand for 7" screens. Netbooks and tablets have also, interestingly, created more demand for lower power (computationally and current draw) as well.
Big, faster isn't always better.
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