Who ARE Those Guys?
- Published on Monday, 30 September 2013 10:34
- Pete Putman
- 0 Comments
A recent article on the Reuters Web site details how Chinese LCD TV manufacturers are quickly gaining ground on Korean TV heavyweights LG and Samsung – and they’ve used UHDTV, a barely-hatched technology, to do it.
According to the Reuters story, LG and Samsung were so focused on one-upping each other in the still-gestating OLED TV business that mainland brands like BOE Technology and TCL and Taiwan-based Innolux and AU Optronics managed to sneak into the party and capture significant sales of 4K UHDTV sets using conventional LCD technology.
Until last year, a paltry 33,000 UHDTV sets had been sold worldwide (200M 2K and 720p LCD TVs were sold during the same time period). But shipments of 4K TVs have since multiplied by 20 times, based on data from IHS. And the Chinese are a big reason why.
In a rare moment of candor, LG Display’s CEO Han Sang-beom was quoted as saying, “…I have to admit that we hadn’t fully appreciated the potential of the UHD market. We assumed it’ll be too early for this type of display to take off, and thus didn’t think much of having diverse UHD product line-ups, especially in the low end. But I think we are not late just yet and we are working hard to lead the market here.”
In Q2 ‘13, BOE Technology reported an 8.9 percent operating profit margin, while China Star Optoelectronics Technology (CSOT), a unit of TCL Corp, achieved a 9.6 percent margin. LG Display, the world’s No.1 LCD maker, posted a 5.6 percent margin, while Samsung Display, a unit of Samsung Electronics, had a whopping margin of 13 percent. But take out the OLED business and Samsung’s LCD margin drops to somewhere between 3 and 7 percent.
To show you just how severely the winds have changed against Japanese TV manufacturers, Sharp Corporation – the company that basically invented the LCD TV – reported a 0.5 percent profit margin for Q2 ’13, after several quarters of red ink.
Can the Chinese do to Korea what the Koreans did to the Japanese? It’s entirely possible: During the same Q1 ’13, global TV shipments grew by 4% Y-Y, according to NPD DisplaySearch. But all of that growth was in mainland China, where TV shipments ramped up an astonishing 28% Y-Y. Take out those numbers from the overall worldwide shipments total, and LCD TV shipments actually declined almost 4% Y-Y.
In recent weeks, we’ve seen a flurry of 4K and UHDTV announcements from Panasonic, Sony, and now Sharp. The latter, which unveiled a 70-inch 4K set (LC-70UD1U) at CE Week back in June, is now shipping it and the SRP (so far) is $7,500. Keep in mind that Sony brought out its LGD-manufactured 84-inch 4K LCD TV for $25K a year ago; LG dropped that price by $5K not to long after, and JVC’s 4K monitor version (also using the same LGD panel) is available for $15K.
Samsung and Sony both have 4K LCD TVs in the 55″ – 65″ range that are retailing for about $90 – $100 per diagonal inch. That’s quite a drop from the nearly $300/diagonal inch that Sony started out with in 2012!
There’s no question that everyone is jumping the gun on pricing, and it’s most likely due to worries about the new crop of UHDTVs from from what is becoming the world’s fastest-growing market for consumer electronics devices.
It took over a decade for 2K HDTV to really get established in the market. Then, prices collapsed, and with them, operating margins. Will 4K follow that same timetable, or will it make even faster inroads?
Fans of the 1969 movie Butch Cassidy and the Sundance Kid will recall how those two fled the U.S. for supposedly safer quarters in South America. And yet, their pursuers stayed doggedly on their trail, following them all the way to Bolivia. “Who ARE those guys?” asked Robert Redford, over and over as they were flushed from yet another supposedly-secure hiding place.
Now, Samsung, LG, and Japan Inc. may very well be asking the same thing…
CCW/Satcon 2013: Wireless Connectivity – It’s Here! – Pete Putman
- Published on Wednesday, 04 September 2013 16:07
- Pete Putman
- 0 Comments
Communications and Content World
Javits Center, New York City, NY
SMPTE Fall Technology Conference: UHDTV Symposium – Pete Putman
- Published on Wednesday, 04 September 2013 16:02
- Pete Putman
- 0 Comments
Next-Gen Image Formats: More, Better, or Faster Pixels?
21 October 2013
This one-day technical Symposium will provide you with an understanding of the technology landscape, separating fact from fiction.
Presentation: “UHDTV: The Big Picture on Bigger Pictures”
HDMI 2.0 Is Here…And It’s Not Fast Enough?
- Published on Wednesday, 04 September 2013 15:51
- Pete Putman
- 0 Comments
This morning, the HDMI Forum announced the release of HDMI 2.0, which was almost two years in the making. The impetus for this new standard was and continues to be 4K, which requires such increases in data rates that the older 1.4 version can’t support it, except at slow frame rates.
Now, HDMI 2.0 has a maximum data rate of 18 gigabits per second (Gb/s), slightly faster than DisplayPort’s 17.2 Gb/s. If you do the math, this should be fast enough to transport 3840×2160 video with frame rates of 50 and 60 Hz, using 8-bit and 10-bit color (at 60 Hz, the clock rate for 8-bit 4K is about 14.9 Gb/s; with 10-bit color, about 17.9 Gb/s).
Here are the highlights from the official press release:
“HDMI 2.0, which is backwards compatible with earlier versions of the HDMI specifications, significantly increases bandwidth up to 18Gb/s and adds key enhancements to support continuing market requirements for enhancing the consumer video and audio experience. New functionality includes:
- Support for 4k@50/60, (2160p: 4 times the clarity of 1080p/60 video resolution)
- Up to 32 audio channels for a multi-dimensional immersive audio experience
- Up to 1536kHz audio sample frequency for the highest audio fidelity
- Simultaneous delivery of dual video streams to multiple users on the same screen
- Simultaneous delivery of multi-stream audio to multiple users (up to 4)
- Support for the wide-angle theatrical 21:9 video aspect ratio
- Dynamic synchronization of video and audio streams
- CEC extensions provides expanded command and control of consumer electronics devices through a single control point
HDMI 2.0 does not define new cables or new connectors. Current High Speed cables (Category 2 cables) are capable of carrying the increased bandwidth.”
After reviewing the specifications, it appears to me that the HDMI Forum was trying to squeeze every last drop of speed out of the existing connector/interface architecture without having to re-engineer the standard. There’s no mention of locking connectors (a bugaboo of the broadcast and AV industries). Nor is there any discussion of speeding up HDCP key exchanges beyond what’s already been accomplished with InstaPort. But an HDMI 2.0 standard should eliminate the need for two or even four separate HDMI ports to playback 4K content (several TV and projector manufacturers currently use this approach).
Adding multiple channels of audio and increasing the sampling frequency is relatively simple stuff, as the bit rates for audio are a small fraction of those needed for 2K and 4K video. And you can already deliver two separate video streams through one HDMI connector – it’s only a bandwidth issue; the new standard just establishes a protocol for doing so. Supporting 21:9 isn’t all that big a deal, either.
I’m not sure what “dynamic synchronization of video and audio streams” means yet and will have to talk to the folks at HDMI Licensing to get a better explanation. As for CEC, it appears that control functionality has been souped-up beyond the basic command sets used to operate AV receivers and Blu-ray players.
What’s clear now is that HDMI 2.0 is NOT going to be the big breakthrough many of us analysts and writers expected, and that it will NOT be able to transport 10-bit and 12-bit 4K video running at higher frame rates (>60 Hz). Both of these specifications are necessary to develop high dynamic range (HDR) video and movie content.
Nor is there any indication of supporting a high-speed data bus overlay like Thunderbolt, which is becoming more important with the growth in popularity of tablets and smart phones, not to mention ultrabooks. These devices are leading the industry changeover to single, dense, multifunction interfaces across all sorts of CE products.
In contrast; over at VESA, they’ve already commenced development of Display Stream, a new interface that will use “light” JPEG compression to push data rates up to 25 Gb/s and beyond over conventional DisplayPort connections. This is a more “future-proof” approach to display connectivity and reflects the current state of 4K and UHDTV product and content development, what with all of the 4K television announcements that have been made this year.
But the reality is that HDMI dominates the CE marketplace and is making major inroads to commercial AV and broadcast installations. The market has largely ignored DisplayPort, despite the facts that (a) there are currently no royalties associated with its use, (b) its connectors come in many different flavors, including support for mobile and fiber optic interfaces, and (c) it already supports a high-speed data bus overlay – the 20 Gb/s Thunderbolt layer.
Maybe they’ll get it right next time..
Guess What, LG? Samsung’s Got a 55-inch Curved OLED TV, Too.
- Published on Wednesday, 14 August 2013 11:56
- Pete Putman
- 0 Comments
Yesterday at the cavernous Cipriani’s Restaurant in New York City, Samsung let us in on what had to be the worst-kept secret of 2013: They’re bringing a 55-inch curved OLED TV to market.
By “worst-kept,” I don’t mean to imply that any Samsung employees or PR agency personnel broke any embargo rules. No, they did a fine job keeping mum until the noontime press conference.
But Samsung had previously shown this product at CES. And so had LG (three of ‘em, to be exact). When LG announced earlier this month that they had begun shipments of their $15K 55-inch curved OLED, you just knew that Samsung would answer in short order with not just one, but multiple volleys.
And answer they did! The KN55S9C is Samsung’s official entry into the OLED television market. Like the LG product, it has a slight curved screen. Unlike LG’s version, it uses RGB OLED emitters (LG employs a white OLED emitter design with color filters). And unlike the LG product, Samsung’s OLED TV will sell for less than $10,000.
In fact, the SRP for the KN559SC is $8,999.99 (OK, let’s round it up to $9,000), which should result in a price drop from the folks in Englewood Cliffs pretty quickly. Analysts have wondered just where the market for OLED TVs would start, and $10K is quite a bit below where I targeted.
One reason may be that Samsung is getting better-than-expected yields on their large OLED panels. (The company confirmed that, but would not be specific about actual yields.) I’ve heard that LG Display’s yields range anywhere from 10% to 30%, but would think the lower number is more realistic. So Samsung may be seeing yields in the range of 20% or so.
The pixel structure in the KN559SC is intriguing. There are actually two dark blue pixels for every single red and green pixel. (See photo.) And Samsung claims to have some sort of brightness compensation circuit to offset differential aging of the dark blue pixels. Well, running two of them at half-brightness would certainly extend their half-brightness lifetime. (The blue color materials are licensed from Universal Display Corporation in Ewing, NJ.)
One cool feature that Samsung showed was MultiView. OLEDs, being emissive devices like plasma display panels, have very fast on/off cycling speeds. So switching at high frame rates like 120 and 240 Hz is a walk in the park for them.
Samsung uses this characteristic to show two different video programs simultaneously, using 3D active shutter glasses to open on either the even or odd-numbered video frames (not fields). With MultiView, one person could be watching a basketball game while the other is enjoying a soap opera. Texas Instruments also showed this trick over a decade ago at CES and CEDIA Expo, using Samsung DLP rear-projection TVs.
Almost overlooked at the event were Samsung’s UHD TVs. In addition to 55-inch and 65-inch models, the new 85-incher took a bow (I saw it previously at NAB and CES). These sets have spectacular image quality, but you’ll pay about $1K per diagonal inch for the smaller sets and a cool $40K for the 85-inch version. Look for major adjustments on those prices as the Chinese TV manufacturers start pushing more 4K product into the US market.
All of these TVs come with Samsung’s Smart TV Smart Hub feature, and each is future-proofed with the Evolution Kit interface for OS and other updates. One trend we’re starting to see is exterior frames with suspended TV screens inside them, as the 85-inch and 110-inch LCD sets from CES were shown. Now, the KN559SC borrows from this styling with a glossy black frame surrounding the TV, giving the impression that it floats. Pretty cool.
Will we see comparable products from Sony and Panasonic? Both companies have shown 56-inch 4K OLED TVs, but these products aren’t anywhere near ready for prime time. And Sony’s introduction of quantum dot backlights on their Triluminous LCD TVs took color reproduction to a new level, probably extending the dominance of LCD technology for a few more years.
Keep your eye on both the LG and Samsung TV products to see if (a) market demand is there, even at these higher prices, (b) differential aging of the blue pixels manifests as a problem or not, and (c) 4K versions of these products are announced later his year, or at the 2014 CES. That will tell you how committed both companies are to the technology…