Posts Tagged ‘Toshiba’
CES 2015 In The Rearview Mirror
- Published on Monday, 12 January 2015 16:12
- Pete Putman
- 0 Comments
After all the PR hype and anticipation, the 2015 International CES has come and gone, leaving me to edit over 1500 photos and a bunch of videos and sift through stacks of press releases to see what was really significant about the show…and what was just fluff.
Before I drill down to make my top picks, I should point out some trends that have been building for a few years. We all know that the majority of our electronic gadgets (phones, tablets, home alarm systems, televisions, computers, cordless phones, and so on) are manufactured in China and Southeast Asia.
Still, the expanding CES footprint of Chinese brands (Haier, TCL, Hisense, Changhong, Konka, Skyworth) takes some getting used to. So does the shrinking footprint of former Japanese powerhouses like Sony, Sharp, and Toshiba. There is a profound shift in power happening in the CE world as the center of gravity moves farther away from Tokyo and Osaka past Seoul to Shenzen and Shanghai.
Another unmistakable trend is the decline in prices for a wide range of CE products. “Connected health” was a big deal at least year’s show, but is there really any news to be found in $60 Fitbits? Or $149 home security systems? Or $125 32-inch televisions?
Speaking of televisions, they are becoming less important in the overall scheme of things with each passing year. 4K Ultra HD was all the rage last year – this year, everyone had 4K televisions, and many models were equipped with quantum dot backlights for high dynamic range. Of course, there was no shortage of curved televisions in all sizes.
The facts are these: Changhong and TCL can make a large, curved 4K LCD TV with high dynamic range just as easily as Sharp, Samsung, and Panasonic. In some cases, the LCD panels used in these TVs are all coming from the same factory.
Samsung made a big splash this year with their S UHD television line, but they’re using quantum dots just like anyone else. LG showed both quantum dots and their new M+ technology that adds white pixels to an LCD matrix to boost brightness. TCL is selling QD-equipped TVs in China and expects to launch them on these shores this year.
Perhaps surprisingly, LG decided to make a big push for OLED technology, unveiling five new Ultra HD models at the show. While the Chinese also showed OLEDs (as did Panasonic), LG appears to be “all in” with their white OLED technology, claiming manufacturing yields as high as 70%. Well, someone’s got to pick up the torch that plasma dropped in 2013.
For many of these manufacturers, appliances and white goods are taking on a more important role in contributing to the bottom line. The margins are better on high-end refrigerators and washer-dryer sets for the likes of Samsung and LG, even though consumers don’t turn them over as often as televisions. For Panasonic, beauty products are an important income stream.
Cameras and camcorders are still holding their own against mobile phones, surprisingly. I entered the CES arena equipped with both a new Samsung Galaxy 5 phone and a Panasonic Lumix ZS40 camera. While the Galaxy 5 does take some great pictures under ideal conditions, it was no match for the 30:1 optical zoom lens (Leica glass) on the Lumix – the latter allowed me to shoot under, around, and over people to get the photos I needed.
Speaking of mobile phones and tablets, there wasn’t much news to be had at the show. LG showed its updated LG G-Flex 2 and Samsung had a crowd around its Galaxy family of phones and tablets, but there just wasn’t the “BYOD buzz” we’ve seen in previous years. The 5” to 5.5” screen size seems to be a sweet spot for phones now – 6-inch models were scarce in Vegas.
Connecting all of this stuff together made for a more compelling story from my perspective, especially as far as wireless technology goes. I saw more demos of wireless video streaming, wireless appliance control, wireless security systems, and wireless display connectivity at CES than at previous shows.
The 802.11ac channel bonding protocol is becoming increasingly important for making this stuff work in the 5 GHz band. And the wide-open spaces at 60 GHz are starting to attract everyone’s attention – having 2 GHz channels to play with is a lot more appealing for making high bitrate connections than fighting the congestion at 2.4 and 5 GHz.
Display interfaces are getting fast – a lot faster – and relying on compression for the first time. And now we’re starting to see the boundaries blur between small, high-performance mobile display interfaces and full-sized versions, which leads me to wonder why we need so many versions of HDMI and DisplayPort in the first place.
I’d be remiss if I didn’t mention the growing number of automobile manufacturers who set up shop in the North Hall every year. It reminds me of the New York Auto Show, with the likes of Hyundai, VW, Ford, Fiat Chrysler, and Audi showing off their latest high-tech “connected” automobiles that can do everything from mirror your smartphone’s display to recognize speech commands, navigate flawlessly, and even drive themselves.
And there were plenty of alternatives to gasoline-powered engines to seen, from BMW’s i3 electric car to Toshiba’s Mirai hydrogen fuel cell vehicle. All equipped with Bluetooth, 802.11, Sirius, and in some cases, user-customizable dashboard displays using flexible displays (important to survive vibration and G-forces).
Quite a bit to take in over three and a half days! What follows is my list (in no particular order) of significant products and trends I spotted in Vegas. Let’s see if they hold up as the year progresses:
High Dynamic Range – as usual, a hot new technology makes its appearance at the show and quickly becomes a buzzword. HDR Ultra HDTVs were shown by numerous manufacturers at CES; none more prominently as Samsung, who made HDR the centerpiece of their Monday press conference with their S UHD line. Virtually all of these TVs use quantum dot technology to boost image brightness and color saturation, and only one (LG) had an alternative path to HDR with M+ technology.
HDR is a key part of the transition to next-generation television. So are wider color spaces, high frame rates, and increasing resolution. Looks like everyone’s getting into the game, including the Chinese. Interestingly, I saw only one demo of Dolby’s HDR technology in the TCL booth (Vizio also has it), so it appears many homegrown solutions are in the works for HDR displays.
OLEDS Are Back – at least as far as LG is concerned. Seven new Ultra HD OLED TVs were rolled out at CES with sizes ranging from 55 inches to 77 inches, and one of them can flex back and forth from flat to curved surface mode. A partnership with Harman-Kardon should ensure better audio quality than you hear from typical super-thin televisions. (There were even two models featuring bases made from Swarovski crystal!)
With the demise of plasma, videophiles are still looking for displays that can give them the magic combination of deep blacks, saturated colors, and wide viewing angles. Right now, OLEDs are the only game in town, but they’ve proven to be tricky to manufacture with acceptable yields. LG Display seems to have overcome that barrier with these models (which use IGZO TFTs for pixel switching, by the way) and it will be interesting to see the uptake as 2015 winds on.
Super MHL Is Here: The battle for fastest display interface shifts back and forth between Silicon Image and VESA. DisplayPort fired the first salvo with their introduction of version 1.3, raising the maximum data rate to 32 Gb/s and introducing Display Stream compression for the first time. Now, the MHL Consortium has fired back with Super MHL. MHL stands for Mobile High-definition Link, and in its first iteration, allowed transport of 1080p/60 video over the 5-pin micro USB connector found on smartphones and tablets.
But Super MHL is different – it is a full-sized connector with 32 pins and matches the data rate of DP 1.3. The CES demo showed a Samsung 8K display being driven through Super MHL. How would anyone fit this on a mobile device? Does it replace HDMI 2.0? (It’s a LOT faster and uses DS compression, too.) So many questions to be answered…
Talk To Me: Conexant showed a demo of voice control for TV set-top boxes (change channels, bring up program guide, set DVR recordings) that was leap years ahead of their demo from 2013. This system works exceptionally well in noisy environments and can be used to control other devices, such as room lighting, thermostats, and security systems.
Conexant is looking to sell their technology as a system on chip (SoC) to a wide cross section of manufacturers. The trick had been reliable speech recognition in all kinds of high and low noise environments, something that doomed Samsung’s voice control TVs back in 2012. It appears they’ve finally pulled it off, but the focus has shifted away from TVs to set-top boxes this time around.
I’ll Be Watching You: The EyeTribe of Denmark showed an amazing eye tracking and control system at ShowStoppers that can operate tablets and phones and costs all of $99. Yep, you read that right! While Tobii’s impressive demos have focused on laptops and gaming systems, EyeTribe has gone after potentially the biggest market for eye tracking. How many times have you wished you could operate your mobile phone while your hands were full?
Faster Video For All: Giraffic had an intriguing demo of optimizing and speeding up video streaming rates over conventional TCP/IP networks. And it had nothing to do with adaptive bitrate streaming, using H.265 encoding, or AVB protocols. What Giraffic is doing is changing the nature and frequency of HTTP requests. This is the best way I can explain it: Imagine you just sat down with a big piece of chocolate cake and want to eat it as quickly as possible. If you take big bites, you’ll be chewing for a while and some pieces may get stuck in your throat.
But if you start with very small bites (like crumbs) and keep shoveling them in quickly, you’ll finish the cake just as fast – or perhaps faster – than the conventional way of eating. And that’s what Giraffic does – it keeps nibbling at the video stream to ensure continuous delivery, even with 4K content. The company claims they can achieve streaming throughput 200% to 300% faster than conventional video streaming, with no freeze-ups and annoying “buffering” warnings.
4K Blu-ray: Okay, we’ve been waiting for this for some time now. And 4K video streaming has already begun at Netflix and Amazon. But Ultra HD BD is finally out of the gate, although you won’t see it until the fourth quarter of this year. Streaming rates will be on the high side of 100 Mb/s with single and dual-layer discs available. (And yes, high dynamic range will be a part of the equation!) Panasonic showed their prototype of an Ultra HD Blu-ray player at the show. The question is; with all the enhancements coming to streaming, does optical disc matter anymore? Time will tell…
Circular LCD Displays: This was a breakout year for oddball sizes of LCDs, particularly in the Sharp booth where automotive displays were shown. (LG Display also exhibited circular and curved LCD displays.) Given the drop in TV prices and Sharp’s ever-dwindling market share in TVs, the market for automotive and transportation displays may be a better bet, long-term. Especially given the company’s leadership in implementing IGZO TFTs, which are important for brighter displays with lower power consumption and higher pixel density.
USB Type-C Connectors: VESA had an excellent demo of this game-changing connector, which has a symmetrical design (no need to worry about which way you’ve plugged it in) and can multiplex DisplayPort 1.3 video with high-speed data. USB 3.1 Type-C is seen as the next generation of USB connectors for mobile and portable devices, and by itself, it can move serial data at 10 Gb/s.
SiBEAM Snap Wireless Connectivity: Silicon Image has revived the SiBEAM name (they bought the company in 2011) and implemented their 60 GHz wireless display connectivity into a close-proximity variant. You simply bring two Snap-equipped devices together (like a smartphone or tablet and a matching cradle), and voila – you’ve established a full bandwidth data and display connection that can run up to 12 Gb/s. Plus, the connector can be used for wireless charging.
SI is showing integrated Snap transmitter and receiver chips that would replace USB 2.0 or 3.0 connections. Clearly, they are also targeting USB interfaces that support DisplayPort 1.3 (see USB 3.1 Type-C) and trying to move away from physical display connections. (This was one argument against using MHL to connect to televisions.) But if they’re successful, what happens to MHL? And now that Super MHL has been shown, what happens to conventional HDMI? Stay tuned..
Super-wide, high resolution desktop monitors: Seems like everybody had one of these at the show. HP, Dell, LG Display, Samsung, and others showed 27-inch widescreen displays with “5K” resolution (5120×2880 pixels). These monitors also support wider color gamuts and use 10-bit panels (a necessity, given all the 10-bit RGB images they’ll be asked to display). What’s surprising is how inexpensive these monitors are – HP’s Z27Q version will be available in March for just $1300.
Toshiba Glass: The jury’s still out on whether Google Glass is a hit or a bust (I’m leaning toward the latter). But Toshiba, who recently retrenched their television operations to Japan, is all-in with a line of enhanced glasses that employ a tiny projection module to show images on the lens surface. This has been tried before – Epson’s Moverio VR glasses have tiny QHD LCD panels embedded in them – and it remains to be seen if the public will buy into the idea. They do look stylish, though. (And there’s even a pair of safety goggles in the line.)
I’ll close out this report with a few passing thoughts. First, it’s impossible to miss the trends of mass-produced, cheap consumer electronics that are starting to turn CES into the old Comdex show. (And we all know what happened to that show!) Next, there is hardly any new technology debuting at the show that multiple manufacturers have in short order (and that includes the Chinese).
Whereas voice recognition was big a few years ago, gesture control took its place the past couple of years. But now that Omek (bought by Intel) and PrimeSense (bought by Apple) are absent from the scene, voice recognition has come back. My new Galaxy 5 phone has Samsung voice on it and it works reasonably well. However, it appears that consumers just haven’t jumped on the gesture recognition bandwagon yet.
Remember 3D? I almost got all the way through this report without mentioning it. A few companies still showed it, such as LG, Toshiba, HP, Hisense, Changhong, Ultra D (digital signage), Panasonic, and some gaming companies. Likewise, Google TV was gone this year, replaced by Android TV in such places as the Sony booth. Aside from program guide searches, I’m not convinced that the average TV viewer needs a Google search engine or Android OS on their TV. But I could be wrong.
Remember drones? I almost managed to skip them as well. There were so many at the show, ranging from behemoths that idled in place overhead while we visited tables at Digital Experience to pocket-sized models with built-in cameras that could zip unobtrusively over a crowd under the control of your smartphone. (I’m waiting for the first pocket-sized EMP generators to appear next year – like electronic bug-zappers.)
Finally, after a day full of press conferences during which there was only about 30 minutes of actual, usable news, I’d like to see a temporary moratorium placed on the words “innovation,” “big data,” “stunning,” “cloud,” “ultra” anything, and in the Chinese booths, “happiness.”
The only thing stunning about Vegas is how expensive cab rides have become. True happiness can only be found at Big Daddy’s Barbecue outside the Central Hall (dee-lish!). “Big Data” should be the name of a blues band, or at least the harmonica player. (Maybe Big Data and The Cloud?)
And I’m sorry, but a floor-mounted pet camera and toothbrushes that sync up to video games are not “innovation.” Cute, yes, but no innovative. (Although the self-powered skateboard I saw that can run up to 16 miles might fall into that category…)
Consumer Television: It’s Business As Usual (Or Maybe Not)
- Published on Friday, 24 January 2014 19:49
- Pete Putman
- 0 Comments
The official numbers haven’t been released yet, but a report in The Korea Herald, dated January 22 says that the final data will show Samsung dominated the global television business in 2013.
According to the story, Samsung was estimated to have sold 49 million units of flat-panel TVs last year. DisplaySearch had the totals at 32 million from January through September (the final DisplaySearch numbers for 2013 haven’t been compiled yet) and Yoon Boo-keun, Samsung’s consumer electronics division chief, stated at CES earlier this month that the company sold around 15 million TVs in Q4.
That’s an impressive number by anyone’s standards and reflects the complete dominance Samsung has in the television business. Think back 20 years to when Samsung was an afterthought; perceived as a 3rd-tier “bargain” brand for electronics.
Now, they’re on top of the heap, and have been so for eight consecutive years. In the meantime, LG looks to maintain its grip on 2nd place, with a varying market share number in the low to mid-teens throughout 2013. Between the two companies, they control over 40% of the worldwide television business.
The Japanese, on the other hand, will no doubt be disappointed by the final numbers for ’13. In the third quarter; Sony, Panasonic, and Sharp were hovering around 8%, 6%, and 5% market share respectively – and those numbers are expected to drop when the final tally comes in.
As I noted in my last DD, Panasonic seems to be charting a course away from televisions, based on what they didn’t show at CES (a full line-up of 2014 models) and their emphasis on commercial sales of everything from cameras and storage devices to digital signs and batteries. And of course, Panasonic pulled the plug on plasma panel and TV manufacturing at the end of December.
The other remaining player in televisions – Toshiba – took a similar approach to their CES booth, choosing to show a wide variety of 4K (Ultra HD) display applications for home and office and skipping the TV line-up. Toshiba has already shut down two manufacturing plants and laid off over 3,000 employees because of continued losses in television and computer manufacturing.
That leaves Sony and Sharp. The former continues to stay the course in sales and marketing of consumer TVs, but I’d be surprised if they don’t turn in yet another year of red ink – the ninth in a row. Sharp, meanwhile, has chosen to emphasize their super-sized lineup of TVs, plus clever engineering tricks like the Quattron+ line and their ability to manufacture IGZO TFTs with decent yields.
The problem for both companies is their uninterrupted slide in television market share that has been going on for eight years. With a 5% share worldwide and 3% in the United States as of Q3 2013, Sharp can’t afford to stay in this game for much longer. Neither can Sony, if they are serious about returning a profit to shareholders.
It doesn’t help matters that television sales are expected to have declined worldwide by 2.2% from 2012 when the accountants are done. The double-digit boom in TV sales in China kept that number from being a lot worse.
Amid the flurry of post-CES news stories about curved, super-sized UHDTVs was another item that went almost unnoticed, except for the sharp eyes of analyst Paul Gagnon of NPD DisplaySearch. In his blog post of January 17, Gagnon revealed how three retailers in the United Kingdom are already discounting LG’s “first to market” 55-inch curved OLED TV (55EA980W) by £3,000 ($4,910).
This product, which launched on these shores in July of 2013 for nearly $15,000, saw its price drop in the U.S by nearly $6,000 one month later when Samsung rolled out their own curved 55-inch model for about $9,000. And now – just seven months later – the LG model is selling in the U.K. for £4,999 ($8,178), almost one-half of its original sticker price. (Perhaps they overestimated demand?)
And the cannibalizing of TV prices continues unabated. On the last day of CES, Vizio announced its prices for a line of full-array LED 4K (UHDTV) “smart” LCD models – and they aren’t much higher than conventional LED “smart” TVs from LG and Samsung.
Case in point: The 50-inch P502ui-B1 will retail for $1,000, while the 55-inch version will have a sticker price of $1,400. The P602ui-B3 is set at $1,800, and the 65-inch model will command $2,199. Finally, a 70-inch skew (P702ui-B3) will be offered at $2,600. Consider that Samsung and Sony are trying to peddle 55-inch 4K LCD smart TVs for about $2,900 right now and you can clearly see the train wreck coming.
Summing up: Samsung dominates the consumer television world – business as usual. Panasonic and Toshiba de-emphasize TVs at CES – maybe not. Sony and Sharp keep pouring money into consumer television manufacturing and marketing, even though they are incurring substantial losses – business as usual. LG and Vizio slashing prices on OLEDs and 4K TVs – definitely not!
EDITOR’S NOTE: The original version of this article mistakenly quoted the discount applied to the LG 55EA980W as the actual selling price. The article has been updated on January 29 to reflect the correct selling price and discount of this TV.
CES 2014 In The Rear-View Mirror
- Published on Tuesday, 21 January 2014 15:21
- Pete Putman
- 0 Comments
Once again, CES has come and gone. It sneaks up on us right after a relaxing Christmas / New Year holiday. We’re jolted out of a quiet reverie and it’s back to the rush to board at the airport gate, walking the serpentine lines for taxis at McCarran Airport, and “late to bed, early to rise” as we scramble to make our booth and off-site appointments in Las Vegas.
We don’t make them all on time. Some we miss completely. But there’s a serendipity angle to it all: We might find, in our haste to get from one meeting to another, some amazing new gadget we didn’t know about as we take shortcuts through booths in the North, South, and Central Halls.
Or a colleague sends us a text or leaves a voicemail, emphatically stating “you have to see this!” Or a chance meeting leads to an ad hoc meeting, often off-site or over a hasty lunch in the convention center.
My point is this: You “find” as many cool things at the show as you “lose.” For every must-see product that you don’t see, there’s another one you trip over. Granted; many “must-see” products are yawners – you’ve figured it out 30 seconds into your carefully-staged meeting with PR people and company executives, and you’re getting fidgety.
My best CES discoveries involve products or demos where I can observe them anonymously, without PR folks hovering at my side or staring at my badge before they pounce like hungry mountain lions.
Unlike most of my colleagues in the consumer electronics press, I don’t need to break stories the instant I hear about them. There are already too many people doing that. What’s missing is the filter of analysis – some time spent to digest the significance of a press release, product demo, or concept demo.
And that’s what I enjoy the most: Waiting a few days – or even a week – after the show to think about what I saw and ultimately explain the significance of it all. What follows is my analysis of the 2014 International CES (as we are instructed to call it) and which products and demos I thought had real significance, as opposed to those which served no apparent purpose beyond generating daily headlines and “buzz.”
Curved TV screens: OK, I had to start with this one, since every TV manufacturer at the show (save Panasonic and Toshiba) exhibited one or more curved-screen OLED and LCD televisions. Is there something to the curved-screen concept? On first blush, you’d think so, given all of the PR hype that accompanied these products.
The truth is; really big TV screens do benefit a little from a curved surface, particularly if they are UHDTV models and you are sitting close to them. The effect is not unlike Cinerama movie screens from the 1950s and 1960s. (That’s how I saw Dr. Zhivago and 2001: A Space Odyssey back in the day.)
Bear in mind I’m talking about BIG screens here – in the range of 80 inches and up. The super-widescreen (21:9 aspect ratio) LCD TVs shown by Samsung, LG, and Toshiba used the curve to great effect. But conventional 16:9 TVs didn’t seem to benefit as much, especially in side-by-side demos.
The facts show that worldwide TV shipments and sales have declined for two straight years, except in China where they grew by double digits each year. TV prices are also collapsing – you can buy a first-tier 55-inch “smart” 1080p LCD TV now for $600, and 60-inch “smart” sets are well under $800 – so manufacturers will try anything to stimulate sales.
Is that the reason why we’re seeing so many UHDTV (4K) TVs all of a sudden? Partially. Unfortunately, there’s just no money in manufacturing and selling 2K TVs anymore (ask the Japanese manufacturers how that’s been working for them), and the incremental cost to crank out 4K LCD panels isn’t that much.
Chinese panel and TV manufacturers have already figured this out and are shifting production to 4K in large panels while simultaneously dropping prices. You can already buy a 50-inch 4K LCD TV from TCL for $999. Vizio, who is a contract buyer much like Apple, announced at the show that they’d have a 55-inch 4K LCD TV for $1299 and a 65-inch model for well under $2,000.
Consider that the going price for a 55-inch 4K “smart” LCD TV from Samsung, LG, and Sony is sitting at $2,999 as of this writing and you can see where the industry is heading. My prediction is that all LCD TV screens 60 inches or larger will use 4K panels exclusively within three years. (4K scaling engines work much better than you might think!)
And don’t make the popular mistake of conflating 4K with 3D as ‘failed’ technologies. The latter was basically doomed from the start: Who wants to wear glasses to watch television? Not many people I know. Unfortunately, glasses-free (autostereo) TV is still not ready for prime time, so 3D (for now) is basically a freebie add-on to certain models of televisions.
4K, on the other hand, has legs. And those legs will get stronger and faster as the new High Efficiency Video Codec (HEVC) chips start showing up in televisions and video encoders. HEVC, or H.265 encoding, can cut the required bit rate for 2K content delivery in half. That means it can also deliver 4K at the old 2K rates, somewhere in the ballpark of 10 – 20 Mb/s.
While consumer demand for 4K is slowly ramping up, there is plenty of interest in UHDTV from the commercial AV sector. And Panasonic focused in on that sector almost exclusively in their CES booth. I’m not sure why – there are plenty of inferences here; most significantly, it would appear that Panasonic is exiting the money-losing television business entirely. (Ditto nearby Toshiba, which had similar 4K “applications” showcased and which also did not exhibit a line of 2014 televisions.)
Long story short; you may be buying 4K televisions in the near future whether you want ‘em or not. It’s a manufacturing and plant utilization issue, and if commercial demand for 4K picks up as expected, that will drive the changeover even faster.
As for sources of 4K content; Samsung announced a partnership with Paramount and Fox to get it into the home via the M-Go platform. Comcast had an Xfinity demo for connected set-top-boxes to stream 4K, and of course Netflix plans to roll out 4K delivery this year direct to subscribers.
I’m not sure how they’ll pull that off. My broadband speeds vary widely, depending on time of day: I’m writing this at noontime and according to CNET’s Broadband Speed Test, my downstream bit rate is about 22 megabits per second (Mb/s). Yet, I’ve seen that drop to as low as 2 – 3 Mb/s during late evening hours, when many neighbors are no doubt streaming Netflix movies.
Even so, HEVC will definitely help that problem. I spoke to a couple of Comcast folks on my flights out to and back from CES, and they’re all focused on the bandwidth and bit rate challenges of 2K streaming, let alone 4K. More 4K streaming interface products are needed, such as Nanotech’s $300 Nuvola NP-H1, which is about the size of an Apple TV box and ridiculously simple to connect and operate.
Oh, yeah. I should have mentioned organic light-emitting diode (OLED) displays earlier. There were lots of OLED displays at CES, ranging from the cool, curved 6-inch OLED screen used in the new LG G-Flex curved smartphone to prototype 30-inch OLED TVs and workstation monitors in the TCL booth and on to the 55-inch, 65-iunch, and even 77-inch OLED TVs seen around the floor. (LG’s 77-inch offering is current the world’s largest OLED TV, and of course, it’s curved.)
OLEDs are tricky beasts to manufacture. Yields are usually on the low side (less than 25% per manufacturing run) and that number goes down as screen sizes increase, which explains the high prices for these TVs.
And there’s the unresolved issue of differential color aging, most notably in dark blue emitters. With current OLED science, you can expect dark blue emitters to reach half-brightness at about 5,000 hours of operation with a maximum brightness of 200 nits. Samsung addresses this quandary by employing two blue emitters for every red and green pixel on their OLED TVs, while LG has the more difficult task of managing blue aging in their white OLED emitters.
Several studies over the past three years consistently show people hanging on to their flat screen TVs for 5 to 7 years, which is likely to be a lot longer than 5,000 hours of operation. Will differential color aging rear its ugly head as early adopters shell out close to $10K for a 55-inch OLED TV? Bet on it.
Turns out, there’s another way to get wide color gamuts and saturated colors: Quantum dots. QDs, as we call them, are inorganic compounds that exhibit piezoelectric behavior when bombarded with photons. They emit stable, narrow-bandwidth colors with no drift, and can do so for long periods of time – long enough to work in a consumer television.
QDs are manufactured by numerous companies, most notably Nanosys and QD Vision in the United States. The former company has partnered with 3M to manufacture an optical film that goes on the backside of LCD panels, while the latter offers Color IQ optical components that interface with the entire LED illumination system in edge-lit TVs.
Sony is already selling 55-inch and 65-inch 4K LCD TVs using the Color IQ technology, and I can tell you that the difference in color is remarkable. Red – perhaps the most difficult color to reproduce accurately in any flat-screen TV – really looks like red when viewed with a QD backlight. And it’s possible to show many subtle shades of red with this technology.
All you need is a QD film or emitter with arrays of red and green dots, plus a backlight made up of blue LEDs. The blue passes through, while the blue photons “tickle” the red and green dots, causing them to emit their respective colors. It’s also possible to build a direct-illumination display out of quantum dots that would rival OLED TVs.
How about 4K display interfaces? By now, you’ve probably heard that HDMI has “upgraded” to version 2.0 and can support a maximum data rate of 18 gigabits per second (GB/s). Practically speaking; because of the way display data is transmitted, only 16 Gb/s of that is really available for a display connection. Still, that’s fast enough to show 4K content (3840×2160, or Quad HD) with a 60 Hz frame rate, using 8-bit color.
Over at the DisplayPort booth, I heard stories of version 1.3 looming later this spring. DisplayPort 1.2, unlike HDMI, uses a packet structure to stream display, audio, and other data across four scalable lanes, and has a maximum rate of 21.6 Gb/s – much faster than HDMI. Applying the “20 percent” rule, that leaves about 17.3 Gb/s to actually carry 4K signals. And the extra bits over HDMI means that DP can transport 3840×2160 video with a frame rate of 60 Hz, but with 10-bit color.
Don’t underestimate the value of higher data rates: 4K could turn out to be a revolutionary shift in the way we watch TV, adding much wide color gamuts, higher frame rates, and high dynamic range (HDR) to the equation. HDMI clearly isn’t fast enough to play on that field; DP barely is. Both interfaces still have a long way to go.
So – why not make a wireless 4K connection? There were plenty of demos of wireless connectivity at the show, and I’m not just talking about Wi-Fi. Perhaps the most impressive was in the Silicon Image meeting room, all the way at the back of the lower South Hall, near the Arizona border.
SI, which bought out wireless manufacturer SiBEAM a few years ago, demonstrated super-compact 60 GHz wireless HDMI and MHL links using their UltraGig silicon. A variety of prototype cradles for phones and tablets were available for the demo: Simply plug in your handheld device and start streaming 1080p/60 video to a nearby 55-inch LCD TV screen.
Granted, the 60 GHz tech is a bit exotic. But it works quite well in small rooms and can take advantage of signal multipath “bounces” by using multiple, steerable antenna arrays built-in to each chip. And it can handle 4K, too – as long as the bit rate doesn’t exceed the HDMI 2.0 specification, the resolution, color bit depth, and frame rate are irrelevant.
This sort of product is a “holy grail” item for meeting rooms and education. Indeed; I field numerous questions every year during my InfoComm wireless AV classes along these lines: “Where can I buy a wireless tablet dongle?” Patience, my friends. Patience…
The decline in TV shipments and sales seems to be offset by a boom in connected personal lifestyle and health gadgets, most notably wristbands that monitor your pulse and workouts. There were plenty of these trinkets at the show and an entire booth in the lower South Hall devoted to “digital health.”
Of course, the big name brands had these products – LG’s LifeBand was a good example. But so did the Chinese and Taiwanese manufacturers. “Digital health” was like tablets a few years back – so many products were introduced at the show that they went from “wow!” to “ho-hum” in one day.
This boom in personal connectivity extends to appliances, beds (Sleep Number had a model that can elevate the head of the bed automatically with a voice command), cars (BMW’s i3 connected electric car was ubiquitous), and even your home. Combine it with short-range Bluetooth or ZigBee wireless connectivity and you can control and monitor just about anything on your smartphone and tablet.
Granted; there isn’t the money in these small products like there used to be in televisions. But consumers do want to connect, monitor, and control everything in their lives, and their refrigerators, cars, beds, televisions, percolators, and toasters will be able to comply. (And in 4K resolution, too!)
Obviously, I didn’t visit the subjects of gesture and voice control. There were several good demos at the show of each, and two of the leading companies I showcased last year – Omek and Prime Sense – have been subsequently acquired by Intel and Apple. Hillcrest Labs, PointGrab, and other had compelling demos of gesture control in Las Vegas – a subject for a later time.
Summing up, let’s first revisit my mantra: Hardware is cheap, and anyone can make it. Televisions and optical disc media storage are clearly on the decline, while streaming, 4K, health monitoring, and wireless are hot. The television manufacturing business is slowly and inexorably moving to China as prices continue their free-fall.
The consumer is shifting his and her focus to all the devices in the home they use every days; not just television. Connectivity is everything, and the television is evolving from an entertainment device into a control center or “hub” of connectivity. The more those connections are made with wireless, the better – and that includes high-definition video from tablets and phones.
It’s going to be an interesting year…
CES 2014: First Impressions (4K, Curved Screens, OLEDs, and All That)
- Published on Saturday, 11 January 2014 17:50
- Pete Putman
- 0 Comments
2013 was an interesting year for television technology. LG’s long-awaited 55-inch OLED television started shipping, albeit with a curved screen. Not long after, Samsung announced their 55-inch curved OLED TV, but at a $6,000 discount to LG. Later in the year, Sony announced a curved 4K LCD TV, and rumors started that we’d see more such products in Las Vegas.
Did we ever! Not only did LG and Samsung showcase curved LCDs and OLEDs, so did Toshiba, Sony, Konka, Changhong, Hisense, and TCL. And three companies (LG, Samsung, and Toshiba) unveiled 21:9 aspect ratio curved 4K LCD TVs (there’s a mouthful!), all in a 105-inch diagonal size. (No word on where the LCD panel or panels come from).
We also were treated to newer, bigger sizes. 84 inches used to impress; now we have 95 inches, 98 inches, 105 inches, 110 inches, and even 120 inches. Yep, Vizio (of all people) exhibited a 120-inch LCD TV in their suite at the Wynn, and it uses ASV glass from Sharp’s Gen 10 in Sakai, Japan.
Want high dynamic range? Dolby was there to promote it, and we also saw it in the Vizio and Sharp booths. How about big OLEDs? LG has a 77-inch curved cut with 4K resolution that is currently the world’s largest OLED TV. (Wait a few months; that’ll change.) Quantum dots? Sony’s had them for a year, but now several Chinese manufacturers are buying in, as I saw in the QD Vision suite.
Just like tablets a few years back, large and curved TVs went from “Wow!” to “So what?” in the matter of a few hours at the show. What really amazed me is that almost every breakthrough TV product unveiled by Samsung and LG was also found in the booths of the Chinese TV manufacturers – and they didn’t nearly make as much noise about it.
Some TV manufacturers made more of an impression by what they didn’t show. Panasonic’s emphasis this year was clearly on commercial applications of display technology. We know that Panasonic shut down plasma panel and TV production at the end of December. What we don’t know are Panasonic’s plans for consumer television in general, as they didn’t show a formal line-up of LCD TVs in Las Vegas – just applications for 4K displays.
The significance of this omission can’t be understated. Panasonic finally reversed years of losses in 2013, losses that were largely attributed to television operations. While Panasonic had decent worldwide TV market share in 2013 (about 6%), they may have finally seen the writing on the wall. That would explain their emphasis on battery and energy technologies, automotive tech, and white goods / appliances at the show.
Toshiba has struggled with substantial losses in both computers and television. As has been documented in Display Daily, the company is finally addressing profitability in a more hard-nosed fashion. And if they needed any convincing, the enormous booths of Chinese TV manufacturers that were stuffed full of 4K product probably did the trick.
That leaves Sony and Sharp. The former had a rather pedestrian booth at the show, focusing more on applications and smaller electronics (including gaming) than televisions. There weren’t any ground-breaking tech demos in Sony land this year, aside from curved 4K LCDs. Aside from one barely profitable quarter earlier last year, Sony continues to pile up losses in consumer TV sales and veteran financial analysts ramp up their call for the company to cut its losses and get out.
Sharp, on the other hand, may have more lives than a cat. The company has set record for financial losses the past few years and required cash infusions from Qualcomm and Samsung to keep their doors open in 2013. Yet, they managed to eke out a small profit in consumer televisions midway through the year.
While not out of the woods yet, Sharp is plowing forward with an emphasis on big TVs (60 inches and up). They unveiled four new lines – Aquos 2K, Quattron, Quattron+, and Aquos Ultra HD. We’ve heard the Quattron story before, but Quattron+ is something new and intriguing: Multiple addressing of horizontal and vertical sub pixels to achieve higher resolution than 2K, even though the Quattron RGBY matrix is still a 2K array.
Sharp is also making a big deal out of mastering IGZO manufacturing. (LG also uses IGZO in its 4K OLED TVs.) While IGZO yields are still challenging, the technology does offer many advantages over amorphous silicon and low-temperature polysilicon – not the least of which is reduced power consumption.
So I left Las Vegas after 3.5 days with the following insights. (1) If we haven’t seen the sunset of the Japanese television industry, we’re very close to S-Day. (2) There really isn’t anything new under the sun, television-wise, that the Chinese brands don’t also have. (3) Large LCDs will migrate exclusively to 4K panel resolution within 2-3 years.
Finally, (4): Televisions just don’t generate much buzz anymore, particularly when you look at all of the tablets, smartphones, and personal electronic displays that were showcased at CES.
EDITOR’S NOTE: Look for more coverage of CES shortly.
Tough Times Ahead For Toshiba
- Published on Monday, 07 October 2013 18:02
- Pete Putman
- 0 Comments
Toshiba, that industrial giant and manufacturer of everything from notebook computers to copiers, lighting equipment, and electronic components, is shutting down two of its overseas television manufacturing facilities and laying off about 3,000 employees worldwide from its “visual products businesses” (their words).
While we hear almost weekly about the struggles of Sharp, Sony, and Panasonic to attain profitability in the TV business, we don’t hear much about Toshiba. Given what we do know – they source their LCD panels from other manufacturers and have a worldwide market share below 5% – it should be no surprise that the company is struggling to make ends meet with televisions.
Last August, Toshiba’s CEO Hisao Tanaka stated in a Wall Street Journal interview that he would not “…pull the plug on the company’s unprofitable television and personal-computer operations, shunning the “easy option” of exiting cutthroat competition for a chance to reclaim its former prominence in the businesses.”
Another quote from the story is apt: “There’s a perception that a conglomerate with a lot of businesses may cancel out the benefits [of size],” said Mr. Tanaka, explaining the so-called conglomerate discount. “I think we can use a lot of the technologies that we as a conglomerate have by integrating or merging them and turn the discount into a premium.”
The WSJ story detailed how Toshiba had been profitable overall the past three fiscal years, lifted by sales in flash memory and power equipment. Those profits must have been substantial to overcome losses exceeding ¥50 billion ($512 million) at its TV operations in each of the past two years.
Tanaka’s plan in August was to move 400 Japanese employees out of the TV and personal computer operations and cut back on the number of TV models in the line. Well, it looks like things took a bit of a turn for the worse since then.
Toshiba’s 9/30 press release states that the company will “…increase products from original design manufacturers (ODMs) in the global market from the current rate of about 40% to 70% by FY 2014. The company further plans to reduce fixed costs and improve productivity by reducing the number of ODMs and models, and by integrating manufacturing facilities.”
Translation: Toshiba will out-source manufacturing of what remaining LCD TVs it sells to the tune of 70% of its product line, and it’s a good bet most of those TVs will come from Chinese factories. Toshiba also plans to merge its television and CE operations with its appliance operations, creating a new entity known as Toshiba Consumer Electronics Corporation.
Intriguingly, it also appears that Toshiba is going all-in with UHDTV. “Toshiba will allocate resources to large-screen Ultra HD (4K) LCD TVs, where growing demand is expected, to differentiated functions for viewing and recording…the company will also reinforce development of visual products for business applications, including digital signage, another area where demand is growing.”
More intriguingly, the press release stated that “…Toshiba will focus on emerging markets including Asia, the Middle East, and Africa, where growth in demand is expected. In addition, Toshiba will end sales in unprofitable regions.” Hmmm…could one of those “unprofitable regions” be North America?
In summary, another venerable Japanese TV brand has been decimated by the brutal economics of the 21st century, where Korean TV brands are playing Family Feud with curved OLED TVs while the Chinese are quietly but aggressively establishing a beachhead in 4K LCD TV manufacturing.
Toshiba sure talks a good game. Now, can they “walk the talk?”