Posts Tagged ‘Mitsubishi’

InfoComm 2017 In The Rear View Mirror

InfoComm 2017 has come and gone, and left us with lots to think about.

For me, this year’s show was hectic, to say the least. I presented my annual Future Trends talk on Tuesday to kick off the Emerging Trends session, then conducted a 3-hour workshop on RF and wireless that afternoon to the largest crowd I’ve ever had for the class. (It may be the largest crowd I ever get as I’m thinking of shelving this class.)

Bright and early on Wednesday morning, I taught a 2-hour class  on AV-over-IT (the correct term; you could also use “AV-with-IP”) to a full house. There were even some folks standing in the back of the room. I guessed at least 200 were in attendance.

Thursday morning found me back in the same space, talking about 4K and Ultra HDTV to a smaller crowd (maybe not as “hot” a topic?) and urging them to set their BS meters to “high” when they headed to the show floor to talk to manufacturers about 4K-compatible/ready/friendly products.

With other presentation commitments, it worked out to nearly 15 hours standing in front of crowds and talking. Tiring to say the least, but I did get a ton of great follow-up questions after each session. People were paying attention!

AV-over-IT was a BIG theme at InfoComm, and it was hard to miss.

Mitsubishi had a very nice fine-pitch LED display at the show – one of the few that are not built in China.

The migration to using TCP/IP networks to transport video and audio instead of buying and installing ever-larger and more complex HDMI switchers and DAs is definitely catching steam. My colleagues and I have only been talking about this for over a decade and it’s rewarding to see that both manufacturers and end-users are buying in.

And why not? Computer hardware couldn’t get much cheaper. For my AV/IT demo, I was streaming a local TV station, broadcasting in the 720p HD format, using an H.264 AVC encoder/decoder pair running through a 1GigE NetGear managed switch. The streaming rates were in the range of 15 – 18 Mb/s, so I had plenty of headroom.

It worked like a champ. I was able to show how adjusting the group of pictures (GOP) length affected latency, along with the effects of constant bitrate (CBR) vs. variable bitrate (VBR) encoding. If I could have dug the gear up in time, I would have demonstrated UHD content through a 10 Gb/s switch – same principles, just a faster network.

I saw more companies than ever this year showing some sort of AV-over-IT solution. (Almost as many as those showing LED walls!) Lots of encoders and decoders, using H.264, Motion JPEG, and JPEG2000 formats; connected through fast switches and driving everything from televisions to projectors.

If it’s REALLY happening this time, then this is BIG. Migration to AV-over-IT is a big shot across the bow of companies that sell large HDMI-based matrix switches, not to mention distribution amplifiers and signal extenders – both made obsolete by this new technology. With AV on a network, all you need is a fast switch and a bunch of category cable. For longer runs, just run optical fiber connections to SPF fiber connections on the switch.

LG showed off its unique curved OLED displays – and they’re dual-sided.

Meanwhile, Samsung unveiled the first digital signage monitors to use quantum dot backlight technology for high dynamic range and wide color gamuts.

Hand-in-hand with this migration to an IT-based delivery system is a steady decline in the price of hardware, which has impacted the consumer electronics industry even harder. Consider that you can now buy a 65-inch Ultra HDTV (4K) with “smart” capabilities and support for basic high dynamic range video for about $800.

That’s even more amazing when you consider that the first Ultra HD displays arrived on our shores in 2012 with steep price tags around $20,000. But the nexus of the display industry has moved to mainland China, creating an excess of manufacturing capacity and causing wholesale and retail prices to plummet.

There is no better example of China’s impact on the display market than LED display tiles and walls. These products have migrated from expensive, coarse-resolution models to super-bright thin tiles with dot pitches below 1 millimeter – about the same pitch as a 50-inch plasma monitor two decades ago.

Talk to projector manufacturers and they’ll tell you that LED displays have cut heavily into their business, especially high-brightness projectors for large venues. LED wall manufacturers were prominent at the show, and some are hiring industry veterans to run their sales and marketing operations; removing a potential barrier to sales in this country by presenting potential customers with familiar faces.

Panasonic showed there are still plenty of applications for projection, especially on curved surfaces.

Absen is an up-and-coming LED brand, and they’re hiring veterans of the U.S. AV market to push sales along.

At the other end, large and inexpensive LCD displays with Full HD resolution have killed off much of the “hang and bang” projector business, and large panels with Ultra HD resolution are now popping up in sizes as large as 98 inches. The way things are going in Asia, Full HD panel production may disappear completely by the end of the decade as everyone shifts to Ultra HD panel production.

Even the newest HDR imaging technology – quantum dots – made an appearance in Orlando in a line of commercial monitors with UHD resolution. Considering that QD-equipped televisions have only been around for a couple of years, that’s an amazingly accelerated timeline. But compressed timelines between introduction and implementation are the norm nowadays.

This was my 24th consecutive InfoComm and the 21st show (so far as I can remember) where I taught at least one class. When I went to my first show in Anaheim, CRT projectors were still in use, a ‘bright’ light valve projector could generate maybe 2000 lumens, LCD projectors cost ten grand and weighed 30 pounds, and composite video and VGA resolution ruled the day. RS232 was used to control everything and stereo was about as ‘multichannel’ as audio got.

All of that has passed into oblivion (except for RS232 and VGA connectors) as we continue to blow by resolution, size, speed, and storage benchmarks. The transition to networked AV will result in even more gear being hauled off to recycling yards, as will advances in wireless high-bandwidth technology, flexible displays, cloud media storage and delivery, and object-based control systems.

Can’t wait for #25…

It’s “Fade To Black” for Plasma and Projectors in Japan

Are we seeing the end of a golden era for display manufacturing in Japan? It sure seems so.

Earlier this month, Reuters published a story quoting sources inside Panasonic that state they are finally pulling the plug on plasma TV production. The exit is to be complete by the end of March 2014, otherwise known as the end of the company’s current fiscal year.

According to the Reuters story, Panasonic has been unable to stem the tide of red ink resulting from its television operations. In the past two fiscal years, Panasonic has lost $15 billion, with TV operations accounting for a $913 million hit in fiscal 2012.

I can’t say this decision was all that surprising. Ever since plasma TV shipments hit their peak in the mid-2000s, market demand has shifted rapidly to LCD technology. In fact, during FY 2012, there were more CRT TVs shipped worldwide (6.9% market share) than plasma (5.7% market share), according to NPD DisplaySearch.

Of course, LCD technology remains king of the hill with an 87.3% market share – an increase from last year, even though overall TV shipments dropped by 6% worldwide. And LCD still has plenty of legs – witness the advancements in TFT design (IGZO), backlights (quantum dots), and resolution (4K) that are now breaking into the market.

Panasonic is a strong player in LCD, and operates a Gen 8 fab that cranks out IPS-Alpha glass in Himeji, Japan. In fact, they shipped more TVs last year than Sharp and weren’t that far behind Sony.  But Panasonic had already idled a good portion of its plasma TV fab capacity by the start of 2013, including a brand-new facility in Shanghai and about 50% of its Osaka operations.

The departure of Panasonic may also result in Samsung and LG dropping plasma from their TV portfolios. For each company, plasma TVs remain the “value” product offering, with 60-inch LG 1080p plasma sets going recently for about $800 while equivalent 60-inch LCD sets with some bells and whistles command about 10% – 30% higher prices.

Still, the market for TVs is expected to continue a slow decline, thanks to shifting interest in tablets and smartphones for media consumption. There just isn’t any more time (or money) left to indulge small niche display technologies. It’s enough of a challenge for Japanese TV makers to approach profitability.

And things will only get worse. Japan can’t compete with Korea, and now has to deal with Chinese LCD TV manufacturers. In Q1, China was the only country to show an increase in LCD TV shipments Y-Y, while in the rest of the world, TV shipments fell by 4%.  The Chinese have enthusiastically embraced LCD manufacturing and are now cranking out big 4K panels, with the current world’s largest model (110 inches) coming from the CSOT fab in Shenzen. And they’re enjoying the strongest profit margins in the industry, too.

One result of this trend is super-cheap LCD TVs, often selling for less than $40 per diagonal inch. And the commercial AV channel has taken notice: Instead of specifying front projectors and screens, they’re putting in 70-inch, 80-inch, and 90-inch 1080p LCD screens instead. No more lamp changes, no ambient light issues, and “set it and forget it” operation – these are all strong selling points that financial and higher education markets have now embraced.

It’s hard to make a buck selling projectors – margins are very slim, and a great deal of product moves through distribution channels these days. Combine those thin margins with a trend away from front projection, and you have the “beginning of the end” for more than a few notable projector brands.

Consequently, Mitsubishi Electric Visual Solutions announced on October 11 that they were pulling out of the projector market for good, and also ceasing sales of large LCD monitors. Previously, the company had enjoyed good market share across a number of projector categories and even announced a new line of hybrid and “cloud” projectors at ISE and InfoComm.

Now, that’s all history. Mitsubishi will instead concentrate on tiled displays and videowalls, categories where they’re still profitable.  But they won’t be the last company to bid adieu to projectors: Sharp’s InfoComm and ISE booths have focused almost exclusively on large LCD displays, but they still list projectors on their Web site despite dwindling market share and continued struggles with red ink and underutilization of their huge Gen 10 Sakai LCD fab. How long before Sharp throws in the towel on projection?

These are not happy times for Japan Incorporated’s once-dominant TV industry, which is undergoing the same sort of painful downsizing the U.S. TV industry endured in the 1980s and 1990s.

Back in the day, Ernest Hemingway wrote a famous novel titled, “The Sun Also Rises.” If and when some future author records the last days of Japanese display manufacturing, that account could well be called, “The Sun Also Sets”…

Lamp? What Lamp?

Lamp-free projection isn’t a new idea. After all, that term precisely describes cathode-ray tube (CRT) projectors, which were the only way to project electronic color images for almost two decades. (A CRT-engined light valve projector was demonstrated in England prior to World War II!)

With the advent of LCD and then DLP projectors in the early to mid-1990s, the writing was on the wall for CRTs. The microdisplay projector category grew explosively in just fifteen years from a handful of video-resolution boxes at InfoComm 1993 to total domination of the category at all resolutions and brightness levels by 2008.

Indeed; it seemed like the good times would just roll on forever. But we all know that’s not usually the case (composite video and VGA notwithstanding). And in 2011, the specter of super-sized, inexpensive LCD TVs and monitors suddenly loomed over what once was the most energetic, anarchaic, and exhilarating AV thrill ride ever.

Two years later, projector manufacturers are watching with increasing concern as the traditional “hang and bang” conference room and classroom market yields to the siren song of Big LCDs. “No need to change lamps!” they cry out. “No need to dim lights! No need for a screen! Instant on and off! Set it and forget it!” The message is seductive, and for the most part, true.

A change is coming. Some manufacturers, refusing to become paralyzed with inaction, are speeding up development of lamp-free projectors, turning to light-emitting diodes, lasers, and a combination of the two in an attempt to slow the tides of change. You’ve no doubt seen some of these projectors at earlier InfoComm, CES, and SID get-togethers. Well, you’re about to see a lot more.

At the January Integrated Systems Europe show, BenQ, Sony, Mitsubishi, NEC, and Casio all exhibited lamp-free projectors with brightness levels ranging from a few hundred lumens to 2,000 lumens. Sony’s demo attracted great interest, as it was the first 3LCD-based imaging system and uses lasers. BenQ’s offerings are also 100% laser-engined, with the rest of the crowd using various combinations of LEDs and lasers.

Going lamp-free is seen as a successful parry against Big LCDs. First off, the lamp replacement issue goes away, once and for all. Lamp-free projectors are also essentially maintenance-free, just like today’s LCD TVs: Simply turn them on and use them for 15,000 to 20,000 hours. And they also offer instant on/off operation, something that’s been a challenge for designers of conventional short-arc lamp designs.

At present, lamp-free projectors can span three levels of brightness. The 100%-LED designs are usually good for a maximum of 1100 lumens, with 500 lumens being the norm. Above 1100 lumens and up to 4,000 lumens, the laser/LED hybrids take over. A gap then follows from 4,000 to 10,000 lumens, at which point the high-power laser light engines rule the roost, soaring as high as 70,000 lumens for digital cinema and large venue projection.

Christie Digital (owners of NECSEL), Laser Light Engines, Kodak, and NEC are all active in the large venue laser space. LLE’s innovative remote laser light heads with armored fiber optic bundles may be the key to wider adoption of the technology. Christie, who recently sponsored a two-week showcase run of GI JOE:RETALIATION in Burbank CA, using their 60,000+ lumens laser DLP Cinema projector, is now pondering the technical and financial logistics of offering more laser cinema screenings to kick up interest.

Make no mistake about it; this is a crucial time for projector manufacturers, of which there are still too many in my opinion. Super-sized 4K LCD panels are coming, 2K LCD glass cuts are going to get bigger and cheaper (Sharp’s 90-inch behemoth can be purchased by dealers for nearly $2,000 below the stated SRP from InfoComm 2013), and the only realistic way for projectors to hold any ground is to drop the lamp, once and for all.

At InfoComm, we’ll see just how many manufacturers have gotten the message – and how many are still waiting to hop on the bandwagon…

ISE 2013: Oh, It’s ON!

ISE-Outdoor-Sign-WEB

ISE is a joint venture between InfoComm and CEDIA – and drew a sizable crowd, even with cold, wet weather.

Much has been made of the rapid price drops in the LCD TV market; specifically, LCD TVs that measure 65 inches and up. Ever since Sharp rolled out its 70-inch and 80-inch 1080p LCD TV products in 2011, consultants and systems integrators have been switching over to these projection screen-sized displays instead of traditional front projectors and separate screens.

There are many reasons for this trend, not the least of which is the low prices on the 70-inch, 80-inch, and 90-inch Sharp products – about $2,000, $3700, and $8000, respectively. When compared to a ceiling-mounted projector and motorized screen, it’s just not a fair fight. Add in the additional labor and wiring of power and class 2 control and video signals, and the big LCDs come out clearly ahead.

There are other reasons why investment banks and universities are making the switch away from projection. One in particular is the need to replace lamps every few thousand hours (if they last that long). Another is the need with certain projectors to clean dust out and replace air filters. Neither of these maintenance issues are factors with large LCD TVs, which also come with extended warranties if installed by an authorized dealer/integrator.

And of course, there’s the ambient lighting issue. Clients can legitimately ask, “What is the point of a nice conference room with plenty of windows if you have to keep closing them every time you make a presentation?” With LCD displays, you don’t need to, unless you have a glare problem.

From my perspective, the market for 2000- to 3000-lumens projectors that are ceiling-mounted in classrooms and meeting rooms has turned irreversibly towards self-contained flat screen displays. This trend will only accelerate as these screens continue to drop in price and more competitors jostle for a share of the pie.

But projector manufacturers aren’t ready to fold up shop and cry, “uncle!” At ISE 2013, more than a few “lampless” projectors made their debut, and they’re aimed at stemming the tide of mongo LCDs.

sony laser

I can’t tell what’s more amazing: That Sony harnessed a laser light engine to a 3LCD projector, or that they started with 4000 lumens and 1920×1200 resolution.

Perhaps the most intriguing product was found in the Sony booth, where an installation-sized 3LCD chassis was up and running. This product, which doesn’t have a model number or price yet, uses a 100% laser light illumination engine to project Wide UXGA (1920×1200) images.

It wasn’t a static demo, either. The projector was sequencing through a series of full-color graphics and photos (no video, though) and the color was impressive. What was even more impressive was the use of WUXGA 3LCD panels (not LCoS or DLP). This is the first publicly-shown 3LCD projector to use lasers – even Epson, who is the dominant player in HTPS LCD fabrication and one of the top brands of LCD projectors – hasn’t shown one yet.

Sony’s prototype, which will be officially launched at InfoComm this coming June, is rated at 4000 lumens of brightness, both in white and color light output. It has interchangeable lenses and supports image warping and soft-edge blending.

When it came to discuss the workings of the laser light engine, “mum” was the word. I suspect the laser light engine is being used to stimulate phosphors to get red, green, and blue light. The only thing that has me wondering is the light output, which is on the high side for a laser/phosphor system. Well, all will be revealed in about five months…

mitsubishi

Mitsubishi’s also mixing it up with three models of LaserVue projectors.

Not far away, Mitsubishi took the wraps off a new line of LaserVue DLP projectors. These “hybrid” models build on the same projection technology that Mits developed for its erstwhile LaserVUE rear projection TV sets; employing a red LED, numerous blue laser diodes, and a single-segment green phosphor color wheel.

Unlike Sony, Mits opted to go with three different models for its coming-out party. The NW31U-EST WXGA (1280 x 800 resolution, 2500 lumens) extreme short throw model will arrive in April, followed shortly by two standard throw models: the NW30U WXGA (1280 x 800, 3000 lumens) and the NF32U (1920×1080, 3000 lumens).

The Mits projectors are also notable in that they are part of the new “cloud” lineup – these projectors can connect quickly and easily to the Internet to download and stream files. (We’ve come a long way from those slow, tedious and unreliable “wireless projector” demos of the late 1990s!) And they can mirror any Android or iOS tablet that would be used to control that remote computer or server.

So – how long are the lasers supposed to last in these new projectors? The stock response is 20,000 to 30,000 hours. In reality, it’s the power supply that often craps out before the lasers, a problem that popped up more than a few times with the LaserVUE TVs. I’d assume that both Sony and Mitsubishi have since gathered much useful data on power supply lifetimes and de-rating to ensure reliable service.

benq

BenQ expanded their line of laser DLP projectors…

panasonic hybird

…while Panasonic made their hybrids the centerpiece of a nice energy conservation demo.

BenQ also showed laser-engined DLP projectors at the show, while nearby, Casio had a full line of LED/laser hybrids. The color on most models I saw was considerably better than the first crop that came out in 2010 and 2011 – obviously, engineers are taming the excessively-saturated shades of red and blue that LEDs and lasers create. (BenQ uses lasers exclusively; Casio uses both lasers and LEDs.)

Although Epson didn’t show a laser 3LCD product, I’m quite sure one is in the works at the Matsumoto labs. And you can be sure that other projector manufacturers will have lampless models of their own to show in Orlando later this year.

laser led

Samsung’s got a 95-inch LCD (and a 75-inch version, too) to make the projector guys uncomfortable.

Is the use of a laser, LED, or hybrid light engine enough to stem the tide to big LCDs? Only a handful of projector marketing guys I spoke to at the show were optimistic that the onrush of LCDs could be stopped or delayed.

While lasers and LEDs make replacement lamps go away, the issues with ambient light and the costs of installing a separate screen and projector mount remain. And the soon-to-be-available crop of 4K LCD displays in sizes from 50 to 100 inches will just raise the stakes even higher.

Still; it’s good to see that projector manufacturers are fighting back and innovating some cool designs along the way. (And if they still need motivation, all they had to do was check out the 75-inch and 95-inch edge-lit LCD displays in the Samsung booth…)

End of the Road for RPTV

Mitsubishi has decided to end all production of rear-projection DLP televisions, effective November 30, according to a story reported by CE Pro last week,.

The information came from a letter sent to Mitsubishi’s authorized service centers, and indicated that the 73-inch, 82-inch, and 92-inch models would be discontinued immediately. In addition, there would be “…a corresponding restructuring of the MEVSA organization.” (MEVSA stands for Mitsubishi Electrical Visual Solutions America.)

CE Pro editor Julie Jacobsen interviewed MEVSA executive Max Wasinger, who stated that the company was “…in the midst of an orderly exit from the DLP TV business” and would concentrate on commercial AV display products and home theater projection, going forward. (I’ve heard that several dozen people have already been let go from the Irvine, CA offices of MEVSA.)

Mitsubishi’s 92-inch DLP rear projector, introduced at CES 2011, was the largest RPTV ever made.

Rear-projection TV has actually been around for about 60 years, but the first big-screen sets with adequate brightness didn’t make an appearance until the 1980s. Pioneer was a leader in this space, but eventually withdrew from consumer markets to concentrate on videowall projection cubes in the 1990s.

Mitsubishi got into rear-projection TV in the 1990s and competed with Sony, Zenith, Panasonic, Hitachi, and Toshiba for market share for over a decade. The company was quite successful in that regard with its “Diamond” line of RPTVs, some of which retailed for well over $10,000 not that many years ago.

When DLP technology came along, Mitsubishi was quick to adopt it and continued to push the limit of screen sizes well over 70 diagonal inches. There simply wasn’t any other way to get a TV picture that large in a self-contained display, and at one time, the company had dozens of skews of DLP and CRT rear-projection sets in its product line.

Mits was the first company to mass-produce a laser-powered DLP RPTV (LaserVUE), which had a splashy coming-out party at CES a few years back. But the early models had power supply issues and were quite costly at a time when large plasma and then LCD prices began to plummet.

The coup de grace was large, inexpensive LCD TVs with 1080p resolution, such as Sharp’s 70-inch Aquos. This set has been priced several times for less than $2,000, and the 80-inch Aquos is now widely available for under $4,000. And of course, neither set requires a lamp to be replaced.

The drop in sales for rear-pro sets has been breathtaking: In the fourth quarter of 2010, about 65,000 rear-projection TVs were shipped worldwide, according to NPD DisplaySearch. A year later in Q4 2011, that number fell by 50% to 32,000 sets. And for Q3 2012, the total was just 9,000 sets – nearly a 75% decline.

Samsung, Mitsubishi’s last competitor in RPTV, exited the market a few years back to concentrate on LCD and plasma TVs. Mitsubishi also tried its hand at selling LCD TVs to the home theater market only, but pricing pressures, mass distribution, and competition from the likes of Vizio made that strategy untenable. Meanwhile, Samsung now dominates the LCD TV business, capturing over 28% of the worldwide market this year.

Is this bad news for Mitsubishi? Not really. The television business has become a drag on the bottom line of every Japanese consumer electronics manufacturer, and Mits was smart enough (albeit somewhat late in the game) to finally recognize that and do something about it.

The good news? Mitsubishi consistently scores highly in the pro AV market with their front projectors, tiled displays, and digital signage products, and there are a lot of clever engineers working at the Kyoto plant working on things like laser and LED light engines to keep things interesting for several years to come.

Their actions mirror that of industrial powerhouse Hitachi, which also chose to “get out while the getting’s good!” from consumer television earlier this year; choosing instead to concentrate on industrial computer and power products that are actually profitable.

Now, the question is – who’s next to throw in the towel? Of the major Japanese TV brands; only Toshiba, Panasonic, Sharp, and Sony are left. The latter three are looking at some pretty steep financial losses when their collective fiscal years wrap up next March, with the pain largely caused by underperforming television operations and expensive plasma and LCD fabs that are underutilized and in some cases even mothballed.

Hmmm…maybe we’re not quite at the end of the road just yet…