INTRODUCTION AND SUMMARY... XIII SUMMARY TABLE VALUE OF WORLDWIDE SHIPMENTS OF ELECTRONIC DISPLAYS, THROUGH 2007 ($ MILLIONS)... XIV SUMMARY FIGURE VALUE OF WORLDWIDE SHIPMENTS OF ELECTRONIC DISPLAYS, 2002 AND 2007 ($ MILLIONS)... XIV CATHODE RAY TUBES... 1 DIRECT VIEW HDTV EXPANDS... 1 19-IN. MONITOR FOR $219... 2 SONY SHIFTS TO ALL FLAT SCREEN CRTs... 2 SONY SHIFTS TO ALL FLAT SCREEN CRTs (Continued)... 3 BRIGHTEST CRT FROM NEC-MITSUBISHI... 4 CMOS PREAMPS IMPROVE PERFORMANCE... 5 SUPERBRIGHT MONITORS PROVIDE BETTER VIEWING... 6 NEC ENHANCES DISPLAY COLOR... 7 WIDE SCREEN HDTV FROM THOMSON... 8 BRIGHT HDTV DISPLAYS FOR LESS THAN $200... 9 BRIGHT HDTV DISPLAYS FOR LESS THAN $200 (CONTINUED)... 9 ELECTROLUMINESCENT... 10 PIONEER, LINCOLN CREATE OEL PANEL... 10 TV PROTOTYPE FROM IFIRE... 11 IFIRE, SANYO TEAM ON FLAT PANEL TV... 12 LUXELL GETS ORDERS FOR HIGH-PERFORMANCE DISPLAYS... 13 FIELD EMISSIVE DISPLAYS... 14 FED DEVELOPER DOWNSCALES... 14 HEAD MOUNTED DISPLAYS... 15 MICRODISPLAY AIDS KNEE SURGEONS... 15 PARTS POSITIONS LOCATED FASTER... 16 HEAD-UP DISPLAY MOUNTED ON EYEWEAR... 17 MICROVISION, ANTELOPE CO-MARKET DISPLAY... 18 NOMAD WILL BACK UP INSTRUMENT SYSTEM... 19 EMAGIN S OLED WILL BE IN WEARABLE SYSTEM... 20 EYEWEAR FOR TEST AND MEASUREMENT... 21 CYBERDISPLAY HELPS FORMULA ONE DRIVERS RACE FASTER, SAFER... 22 EYEWEAR DISPLAY VIEWS INSTRUMENTS... 23 INDUSTRY ANALYSIS... 24 FLAT PANELS VS. CRTs... 24 TABLE 1 VALUE OF WORLDWIDE SHIPMENTS OF ELECTRONIC DISPLAYS, THROUGH 2006 ($ MILLIONS)... 24
LCD ADVANCES ARE KEY TO TV, MONITOR MARKETS... 25 TABLE 2 VALUE OF LCD SHIPMENTS FOR DIRECT VIEW TELEVISION AND DESKTOP MONITORS, THROUGH 2006 ($ MILLIONS)... 25 PLASMA TECHNOLOGY IS COMING INTO ITS OWN... 26 TABLE 3 VALUE OF PLASMA DISPLAY SHIPMENTS FOR TELEVISION AND OTHER APPLICATIONS, THROUGH 2006 ($ MILLIONS)... 27 INDUSTRY NEWS... 28 SPD LICENSE TO AVERY DENNISON... 28 CAMBRIDGE DISPLAY ACQUIRES LITREX... 29 MITSUBISHI INVESTS IN VITEX... 29 UDC CONVERTS AUGUST PLACEMENT... 30 AWARDS FEATURE NEW TECHNOLOGIES... 31 $3.3 MILLION FOR WEARABLE DISPLAY... 32 STOCKS PARALLEL MARKET DOWNTURN... 32 PATENTS FILED FOR DISPLAY DRIVERS... 33 SHARP HIRES BDS MARKETING... 34 SID RETURNS TO BOSTON... 35 NEC CANCELS VENTURE WITH THOMSON... 36 SCREEN WITHSTANDS HARSH CONDITIONS... 36 SHARP TO BUILD LCD TV PLANT IN JAPAN... 37 JVC TO ENTER PDP MARKET... 38 UNIVERSAL GETS SBIR CONTRACT... 38 FEPET BECOMES APPLIED NANOTECH... 39 DISPLAY STOCKS HAVE TOUGH MONTH... 40 MICROVISION SIGNS RESELLER AGREEMENTS... 40 MICROVISION SIGNS RESELLER AGREEMENTS (CONTINUED)... 41 E INK, PHILIPS TO SHIP DISPLAYS... 42 EMAGIN GETS FUND COMMITMENT... 43 PLANAR TO ACQUIRE DOME IMAGING... 44 MICROVISION COMPLETES PRIVATE PLACEMENT... 45 DISPLAY TECHNOLOGY STOCK WATCH... 45 MICROVISION TO ADD MORE RESELLERS... 46 CUSTOMER LEASING PROGRAM STARTED... 47 EMAGIN S OLED CITED BY DOD... 47 EXPANSION SLOT FOR PIONEER DISPLAYS... 48 THREE-FIVE PICKS REP IN TAIWAN... 49 WHITE GETS FOLLOW-ON FOR MEDICAL DISPLAYS... 49 MICROVISION WORKING ON AUTO DISPLAYS... 50 TELTRON COMPLETES PLANT EXPANSION... 51 SUMITOMO PLACES EQUITY INVESTMENT INTO CDT... 51 OLED PARTNERSHIP IS RENEWED... 52 SHIFT ADDED TO MEET DEMAND... 53 AGREEMENT COVERS GAMES MARKET... 54
DISPLAY STOCKS HOLD THEIR OWN... 55 MICROVISION GETS MORE FROM ARMY... 55 KOPIN MAINTAINS DOUBLE DIGIT GROWTH... 56 INFOCUS LAUNCHES EDUCATIONAL WEBSITE... 57 TOSHIBA FORMS PROJECTOR UNIT... 58 PHILIPS TEAMS TO MAKE LCoS TVs... 58 IRIDIGM FINALIZES FUNDING ROUND... 59 DISPLAY CAPABILITIES ACQUIRED... 60 STOCKS RIDE DOWN WITH MARKET... 61 PHILIPS GETTING INTO MILITARY AVIONICS... 61 MICROVISION GETS $1.9 MILLION NASA CONTRACT... 62 DUPONT DISPLAYS GETS POLAR VISION... 63 PLANAR HAS STRONG QUARTER... 64 WIDE SWINGS MARK JULY PERFORMANCE... 65 UDC COMPLETES STOCK OFFERING... 66 DOE CONTRACTS FOR OLED LIGHTING... 66 EMAGIN 2ND QUARTER EMPHASIZES PRODUCTS... 67 MICROVISION REPORTS 167% REVENUE GAIN... 68 AGREEMENT FOR CUSTOM DRIVERS... 69 DISPLAY TECHNOLOGY STOCK WATCH... 70 ACQUISITION WILL PUSH FLAT PANELS... 71 THREE-FIVE EXPANDS IN KOREA... 71...AND ACQUIRES ADVANCED VIDEO... 72 AGREEMENT INVOLVES CARBON FILMS, NANOTUBES... 73 DENSITRON ACQUIRES FERROGRAPH ASSETS... 74 INFOCUS EXPANDS IN EDUCATION MARKET... 74 UDC RAISES $2 MILLION... 75 DISPLAY TECHNOLOGY STOCK WATCH FAREWELL TO SEPTEMBER... 76 VENTURE TO DEVELOP CINEMA PROJECTORS... 77 UDC TO DEVELOP COMMUNICATION DEVICE... 78 PARTNERS SEEKING COST-EFFECTIVE PROJECTORS... 78 THREE-FIVE TO SUPPLY COCKPIT DISPLAY... 79 BLACK LAYER OLED LICENSE AGREEMENT... 80 AT LAST: SOME BREATHING ROOM... 81 RADAR DISPLAY ORDERS TOP $5 MILLION... 81 MOUNTING INTERFACE STANDARD FROM VESA... 82 CAMBRIDGE DISPLAY NAMED TO SCIENTIFIC AMERICAN 50... 83 HTPS-TFT PANEL SHIPPING MILESTONE FOR EPSON... 84 UP, UP, AND AWAY!... 84 UP, UP, AND AWAY! (CONTINUED)... 85 INDUSTRY OUTLOOK... 86 LOOKING BACK...AND AHEAD... 86 LOOKING BACK...AND AHEAD (CONTINUED)... 87
THE FUTURE... 88 TABLE 4 PROJECTED SHIPMENTS OF CRT AND FLAT PANEL DISPLAYS, THROUGH 2006 ($ MILLIONS)... 89 2002 AND BEYOND... 89 2002 AND BEYOND (CONTINUED)... 90 2002 AND BEYOND (CONTINUED)... 91 COMMENTS FROM PLAYERS IN THE DISPLAY INDUSTRY... 92 INDUSTRY COMMENTS (CONTINUED)... 93 LIGHT EMITTING DISPLAYS... 94 DRIVER PROVIDES 14-BIT RESOLUTION... 94 OLEDS IN THIRD GENERATION PHONES... 94 LUXELL, TOHOKU IN BLACK LAYER DEAL... 95 KODAK, DENSO IN OLED LICENSE... 96 LONG-LASTING OLED FROM XEROX... 97 PATENT TO EXTEND DISPLAY LIFE... 98 IMAGING HEAD BASED ON HGED... 99 EMAGIN, ROHM MAKE STRATEGIC INVESTMENT... 100 $1 MILLION FOR MILITARY AVIONICS DEVELOPMENT... 101 VOLUME SHIPMENTS OF POLYMER OLEDS... 101 LEDS SHOW THE WAY IN RI... 102 BTG TO MARKET OLED TECHNOLOGY... 103 LITEYE PICKS EMAGIN OLEDS... 104 QUEBEC TRANSPORTATION MINISTRY ORDERS DISPLAYS... 105 UDC SHOWCASES OLEDS AT ANNUAL MEETING... 106 LEDS PROVIDE INTEGRATED SCORING & DISPLAY SYSTEM... 107 HGED DISPLAYS 16 MILLION COLORS... 107 TRANSPORTABLE DISPLAY LIVES OUTDOORS... 108 DUPONT, RITDISPLAYS OPEN IN TAIWAN... 109 MORE ACTIVITY IN STADIUM DISPLAYS... 110 4.3-TRILLION COLOR VIDEO PROCESSING... 111 JOINT PROGRAM TO OPTIMIZE ELECTRONICS... 112 KODAK LICENSES OPTO TECH... 113 CDT PICKS DATASWEEP... 114 WAITING FOR OUTDOOR TVs... 115 CAMBRIDGE DISPLAY ADDS TO INTELLECTUAL PROPERTY... 116 COLLABORATION DEVELOPS TFT TECHNOLOGY... 117 MORE INTEGRATED LED DISPLAYS FOR ARENAS... 118 MORE INTEGRATED LED DISPLAYS FOR ARENAS (CONTINUED)... 119 LIQUID CRYSTAL DISPLAYS... 120 DISPLAYS THAT CAN ROTATE... 120 MIXED SIGNAL PROCESSORS... 121 17-IN. LCD FOR $699... 121
HITACHI MODEL HAS BETTER COLOR ACCURACY... 122 SAMSUNG BREAKS 30-IN. BARRIER... 123 LARGE SCREEN LCDS FOR JUST $799... 124 TOUCH FRIENDLY MONITOR DESIGNS... 124 SMART STATION PROVIDES SECURITY... 125 HIGH FLUX LEDS FOR MEDICAL MONITORS... 126 32,000 COLOR CSTN DISPLAY... 127 LCD AUTOMATICALLY ADJUSTS CONTRAST... 128 19-IN. UNIT SETTS DESKTOP STANDARD... 129 HIGH-REFLECTIVE TFT FOR HANDHELD USES... 130 20.1-IN. MONOCHROME FOR MEDICINE... 130 WIRELESS MONITOR EXTENDS OFFICE PC... 131 SLIM BEZEL MULTIMEDIA DISPLAYS... 132 SUNLIGHT READABLE ON-GLASS DISPLAY... 133 WIDESCREEN HD COMPATIBLE LCD TV... 133 TRIPATH POWERS AIWA S LCD TELEVISION... 134 SUNLIGHT READABLE LCD DISPLAY... 135 SGI ANNOUNCES 22-INCH LCD... 135 2.2-INCH TFT FOR MOBILE PRODUCTS... 136 MONITOR SHOWS PAGES SIDE BY SIDE... 137 BRIGHTNESS UP 35% WITH COPPER INTERCONNECTS... 137 THINNEST TFT-LCD IS PERFORMER... 138 CHIP SET ENABLES BETTER PERFORMANCE... 139 SAMSUNG SHOWS FIRST 40-IN. PANEL... 140 TOUCHSCREEN LCD FOR KIOSKS AND POS... 141 DIGITAL CAMERA HAS TOUCHSCREEN... 142 NEC MEETS NEED FOR LARGE MONITORS... 143 VIEWSONIC MODEL DELIVERS PIXEL DENSITY... 143 OPTIC FILTER MAKES LCD EASIER ON THE EYES... 144 TOUCH SCREENS OPERATE IN RUGGED ENVIRONMENTS... 145 MAXIMUM ACTIVE AREA FOR HANDHELD DISPLAYS... 146 MULTI-LAYER DESKTOP DISPLAY... 146 MULTI-LAYER DESKTOP DISPLAY (CONTINUED)... 147 SLIM BEZEL LCDs HAVE 30% SMALLER FRAMES... 148 19-IN. PANEL HAS 500:1 CONTRAST RATIO... 148 SHARP WINS KICK ASS AWARD... 149 VIEW TWO PAGES, SIDE-BY-SIDE... 150 HIGH DEFINITION FROM VIEWSONIC... 151 SONY S PED TOGGLES MULTIPLE UNITS... 151 MEDICAL DATA IS EASY TO READ... 152 GLASS PLATFORM TFT CONCEPT... 153 SHARP SHOWS LOWER COST... 154 40-IN. DIRECT VIEW SCREEN... 155 WIDER ANGLES FOR AUTOMOTIVE... 155
FASTER RESPONSE IMPROVES PERFORMANCE... 156 17-IN. LCD TV FOR UNDER $1,000... 157 20-IN. LCD BACKLIGHT DOUBLES LIFESPAN... 157 30-IN. LCD FOR INFORMATION DISPLAY... 158 LARGE FORMAT IMPROVES CAD, PRODUCT DESIGN... 159 PLANAR S AMONG THE BEST EVER TESTED... 160 MONITOR EASIER TO READ OUTDOORS... 161 SEE SMALL LETTERS MORE SHARPLY... 161 CRYSTAL OPTIC FILTER FOR CLEAR IMAGES... 162 CRYSTAL OPTIC FILTER FOR CLEAR IMAGES (CONTINUED)... 163 MARKET ANALYSIS... 164 CRT ALIVE AND WELL IN MILITARY MARKET... 164 TABLE 5 DISPLAYS IN DEFENSE APPLICATIONS... 165 DLP ATTAINS 76% MARKET SHARE... 165 DLP ATTAINS 76% MARKET SHARE (CONTINUED)... 166 TABLE 6 VALUE OF PROJECTION DISPLAY SHIPMENTS ($ MILLIONS)... 167 LCDs ARE STANDARD EQUIPMENT AT GATEWAY... 167 SIGNIFICANCE OF LCD AS STANDARD DISPLAY... 168 INFOCUS AIMS FOR HOME MARKET... 168 HOME THEATER MARKET FACTS... 169 HOLIDAY SEASON HOT FOR LARGE TVs... 170 FLAT PANEL DISPLAYS LEAD OPTOELECTRONICS FOR 2001... 171 TABLE 7 FASTEST SELLING OPTOELECTRONICS COMPONENT MARKETS (%)... 172 TI S DLP COMMANDS HOME THEATER MARKET... 173 MATERIALS... 174 GREEN LED TARGETS SIGNAGE APPLICATIONS... 174 E INK MATERIALS FOR DISPLAYS... 175 FILM MAKES BRIGHTER DISPLAYS... 176 WHITE LEDS ARE 50% BRIGHTER... 176 EXPANDED XBRIGHT LINE... 177 CDT, BAYER AGREE ON POLYMERS... 178 KODAK NAMES SUMITOMO... 179 KODAK NAMES SUMITOMO (CONTINUED)... 180 MICRODISPLAYS... 181 SPATIALIGHT IN LCOS TV DEAL... 181 THREE-FIVE SHOWS 2.3 MILLION PIXELS... 182 DISPLAYTECH SHIPS MILLIONTH MICRODISPLAY... 183 THREE-FIVE ACQUIRES ZIGHT... 184 THREE-FIVE ACQUIRES ZIGHT (CONTINUED)... 184 THREE-FIVE, CHINA MICRODISPLAY IN DEAL... 185 CYBERDISPLAY SELECTED FOR DIGITAL CAMCORDERS... 185
MICROVISION SHOWS 3G DISPLAY... 186 MICRODISPLAY FOR LAND WARRIORS... 187 DISPLAYTECH FOCUSES ON VIEWFINDER BUSINESS... 188 LIGHT ENGINE CUTS TIME TO MARKET... 189 THREE-FIVE ACQUIRES INVISO... 190 SPATIALIGHT PROVIDES MICRODISPLAYS TO CHINA... 191 CYBERDISPLAY PART OF INSPECTION SYSTEM... 192 SINGLE-CHIP COLOR VIDEO OLED... 192 INFOCUS TO PROVIDE MICRODISPLAY ENGINES... 193 THREE-FIVE ADDS PARTNER... 194 THREE-FIVE ADDS PARTNER (CONTINUED)... 195 DEVELOPMENT KIT FOR 720P HDTV... 196 PARTNER SPECIALIZES IN EYE MOVEMENT... 196 SMALLEST AMLCD USING COLOR FILTER TECHNOLOGY... 197 SINGLE PANEL FROM PHILIPS... 198 MICRODISPLAY VIEWFINDER FOR DIGITAL CAMERAS... 199 COST-EFFECTIVE LIGHT ENGINE... 200 COST-EFFECTIVE LIGHT ENGINE (CONTINUED)... 201 NEW TECHNOLOGY... 202 DEDICATED MEMORY FOR DIGITAL DISPLAYS... 202 IMAGE ENHANCEMENT FROM GENESIS... 203 DTV CONTROLLER IN PROJECTION TV... 204 E INK INTRODUCES PRODUCT LINE... 205 LIGHT-EMITTING POLYMER DRIVER MICROCIRCUIT... 205 LIGHT-EMITTING POLYMER DRIVER MICROCIRCUIT (CONTINUED)... 206 VIDEO DECODER SIMPLIFIES DESIGN... 207 MIRA-ENABLED SMART DISPLAYS FOR THE HOME... 208 GRAYSCALE GENERATOR EXTENDS BATTERY LIFE... 209 MEMS TECHNOLOGY IMPROVES PRINTING... 210 DRIVERS EXPAND LIGHT MANAGEMENT... 211 14-INCH NANOTUBE DISPLAY DEMONSTRATED... 212 PANEL CAN DISPLAY 1 BILLION COLORS... 213 VIZTEC GETS GRANT FOR PLASTIC LCD... 214 REFLECTIVE FLAT PANEL BASED ON MEMS... 215 PHOSPHORESCENT AMOLED CUTS POWER CONSUMPTION... 215 SONY SHOWS HIGH CONTRAST SYSTEM... 216 E-INK DISPLAY IS DEMOED... 217 LED-BASED SYSTEM FOR COLOR MATCHING... 218 LED-BASED SYSTEM FOR COLOR MATCHING (CONTINUED)... 219 PATENT FOR DUAL-USE FPD... 220 LED USES LESS POWER... 220 LICENSE PACT FOR NANOTUBE TRIODE... 221
PATENT APPROVAL FOR 3-D VISUALIZATION... 222 PATENT APPROVAL FOR 3-D VISUALIZATION (CONTINUED)... 223 PLASMA DISPLAYS... 224 NEUROSURGERY CAN BE VIEWED BY STAFF... 224 50-IN. MODEL HAS SIGNAGE OPTIONS... 225 VIEWSONIC BREAKS $5K PRICE BARRIER... 225 43-IN. DISPLAY FOR CONSUMERS... 226 ZENITH CUTS PRICES ON PDP LINE... 227 SAMSUNG IS KEY PLAYER... 228 FUJITSU-HITACHI IN TAIWAN DEAL... 229 MULTI-USE PLASMA MONITOR FROM SONY... 229 ELECTROGRAPH & NEC OFFER DIGITAL SIGNAGE... 230 TOSHIBA S CHOOSES TRIPATH S AUDIO... 231 HDTV TV RECEIVES SATELLITE SIGNALS... 232 HIGH RESOLUTION 43-INCH DISPLAY FROM PIONEER... 233 PLASMA DISPLAYS DEBUT IN HOSPITALITY VENUES... 234 ZENITH DISPLAYS GO TO LE MERIDIEN HOTEL... 235 TVs FOR HOME THEATER MARKET... 236 JVC PUTS PROCESSOR IN 42-IN. DISPLAYS... 237 42-IN. PANEL FOR HOSPITALITY MARKETS... 238 50-IN. UNIT HAS PROPRIETARY FEATURES... 239 TRIPATH S AUDIO AMPS POWERS SANYO DISPLAY... 240 PROCESS NEWS... 241 INSPECTION, ANALYSIS OF OLEDS... 241 AGREEMENT FOR ANTIREFLECTION DISPLAYS... 241 PHILIPS BUILDING 5TH GENERATION FACTORY... 242 PHILIPS USING AUTODESK SOFTWARE... 243 PHILIPS USING AUTODESK SOFTWARE (CONTINUED)... 244 PROJECTION DISPLAYS... 245 DLP PROJECTOR FOR COLOR APPLICATIONS... 245 MICRO-PORTABLE XGA PROJECTOR FROM HITACHI... 246 WIDESCREEN MONITORS FOR PROJECTION HDTV... 246 LARGE SCREEN TV USES DLP TECHNOLOGY... 247 LARGE SCREEN TV USES DLP TECHNOLOGY (CONTINUED)... 248 LIGHT WEIGHT ANSWERS MOBILITY NEEDS... 249 SONY SHOWS HI-SCAN PROJECTION LINE... 249 HIGH PERFORMANCE 5-POUND PROJECTORS... 250 HITACHI UNIT HAS SOPHISTICATION... 251 HP ENTERS DIGITAL PROJECTION MARKET... 252 NEC PORTABLE HAS INCREASED BRIGHTNESS... 253
REAR-PROJECTION TV DEMOED BY PHILIPS... 253 NEXT GENERATION XGA PROJECTION ENGINE... 254 TABLETOP PROJECTION TV DELIVERS HOME CINEMA... 255 TI DESCRIBES DLP IMPROVEMENTS... 256 EASY-TO-USE BENCHMARK FOR MEETING ROOMS... 257 PORTABLE PROJECTORS CAN DO NETWORKING... 258 MORE PORTABLES, WIRELESS UNITS... 259 HIGH PERFORMANCE AT ENTRY LEVEL PRICES... 260 ENGINES FOR NEXT-GENERATION TVS... 261 HITACHI, VISUAL SYSTEMS EYE BIG HOME CINEMAS... 262 PORTABLE PROJECTORS FOR MOBILE BUSINESS... 263 WIDE-ANGLE LOOKS LIKE A THEATER... 264 WIDE SCREEN, TABLETOP HDTV PROJECTOR... 265 MORE OPTIONS FOR HOME THEATERS... 266 HOME PROJECTOR SETS QUALITY BENCHMARK... 266 SHARP SHOWS FRONT PROJECTOR MODELS... 267 PHILIPS INTROS WIDE SCREEN LCD... 268 PORTABLE PROJECTOR WEIGHS 2.4 POUNDS... 269 DLP PROJECTOR FOR AMERICAN AIRLINES... 270 IN-VEHICLE ENTERTAINMENT DISPLAY... 271 NETWORKING VIA PORTABLE PROJECTORS... 272 UPGRADED PROJECTOR IS 30% BRIGHTER... 273 LOW-COST PROJECTORS FROM TOSHIBA... 274 SOFTWARE... 275 CONTROL FOR CRT, LCD SETTINGS... 275 TOOL ENABLES SMALL DISPLAYS... 276