2008 Pico-Projector Market Segment Analysis

Table of Contents

1 Description of the Current Market

• 1.1. Description of the Expected Market for Pico-Projectors
• 1.2. Key Market Trends
  • 1.2.1. Handheld Devices
  • 1.2.2. Desktop Systems
• 1.3. Market Pull vs Technology Push
• 1.4. Shortcomings of Current Displays

2 Projector Requirements

• 2.1. Key Technical Requirements
  • 2.1.1. Integrated Projectors
  • 2.1.2. Companion Projectors
• 2.2. Advantages of Laser Illumination
• 2.3. Technology Comparison
  • 2.3.1. Single Scanning Mirror
  • 2.3.2. Two Scanning Mirrors
  • 2.3.3. Color Sequential Transmissive LCD
  • 2.3.4. DLP
  • 2.3.5. LCoS CFA
  • 2.3.6. Color Sequential LCoS

3 System BOM Evaluation

• 3.1. BOMs for Integrated Projector Modules
• 3.2. BOMs for Companion Projectors
• 3.3. BOM Conclusion

4 Forecasts

• 4.1. Introduction
• 4.2. Total Available Market (TAM)
• 4.3. Expected Forecast for Pico-Projectors
  • 4.3.1. Companion Pico-Projectors
  • 4.3.2. Integrated/Embedded Pico Projectors
  • 4.3.3. Composite Expected Forecast
• 4.4. Composite Optimistic Forecasts
• 4.5. Composite Conservative Forecast
• 4.6. Forecast Conclusions
• 4.7. Discussion of Assumptions and Penetrations

5 SWOT Analysis of Lasers vs. LEDs

• 5.1. Pico-Projectors vs Competitive Display Technologies
  • 5.1.1. Strengths
  • 5.1.2. Weaknesses
  • 5.1.3. Opportunities
  • 5.1.4. Threats
• 5.2. LEDs vs. Lasers
  • 5.2.1. Strengths
  • 5.2.2. Weaknesses
  • 5.2.3. Opportunities
  • 5.2.4. Threats
• 5.3. Lasers vs. LEDs
  • 5.3.1. Strengths
  • 5.3.2. Weaknesses
  • 5.3.3. Opportunities
  • 5.3.4. Threats

6 Major Players

• 6.1. Current players
• 6.2. Other Likely Players
• 6.3. Other Technologies
  • 6.3.1. Direct view displays
  • 6.3.2. Portable projection screens
  • 6.3.3. Pocket Projectors
  • 6.3.4. Rollable and Foldable Displays
  • 6.3.5. Head Mounted Displays

Table of Figures

• Figure 1: Existing Market for Pico-Projectors
• Figure 2: Publicity Photo of Integrated Pico-Projectors from Microvision
• Figure 3: Photo of a Working Prototype Companion Pico-Projector from Microvision
• Figure 4: Photo of a Working Prototype Companion Pico-Projector from Upstream
• Figure 5: Photo of a Mock-up of an Integrated Pico-Projector from Microvision
• Figure 6: Apple iPhone Handheld Device
• Figure 7: Cell Phone with Virtual Keyboard
• Figure 8: Bluetooth and Camera Equipped Pen
• Figure 9: Polymer Vision Rollable Display
• Figure 10: Myvu Personal Eyewear with Video iPod
• Figure 11: Microvision Bi-axial Mirror Scanner
• Figure 12: DLP Imagers and ASICs Optimized for Pico-projectors
• Figure 13: Displaytech SVGA Imager Compared to TI SVGA Imager & ASICs
• Figure 14: Syndiant WVGA Compared to TI SVGA Imager
• Figure 15: Syndiant and TI ASICs
• Figure 16: Historical Consumer Electronics Penetration Rates
• Figure 17: Pico Projector WW Total Available Market (TAM)
• Figure 18: Expected Penetration of Companion Pico-Projectors into the Market
• Figure 19: Expected Unit Sales of Companion Pico-Projectors
• Figure 20: Expected Penetration of Integrated Pico-Projectors into the Market
• Figure 21: Expected Unit Sales of Integrated Pico-Projectors
• Figure 22: Composite Expected Penetration of Pico-Projectors into the TAM
• Figure 23: Composite Expected Unit sales of Pico-Projectors
• Figure 24: Expected Pico-Projector Revenue Forecast
• Figure 25: Composite Optimistic Penetration of Pico-Projectors
• Figure 26: Composite Optimistic Unit Sales of Pico-Projectors
• Figure 27: Composite Optimistic Pico-Projector Revenue Forecast
• Figure 28: Composite Conservative Penetration of Pico-Projectors
• Figure 29: Conservative Unit Sales of Pico-Projectors
• Figure 30: Conservative Pico-Projector Revenue Forecast
• Figure 31: Pico-Projector Unit Sales Forecast Summary
• Figure 32: Pico-Projector Revenue Forecast Summary
• Figure 33: Four Sample Pico-Projectors from CES 2008
• Figure 34: Portable Screen Used with a Pocket Projector
• Figure 35: Flexible Display from LG.Philips LCD
• Figure 36: Personal Display Glasses from Mobintech

Table of Tables

• Table 1: Projector categories that could use laser and LED illumination
• Table 2: Products That Could Include Pico-Projectors
• Table 3: Comparison of Microdisplay/Scanning Device Suppliers
• Table 4: Development Matrix Comparison Tables
• Table 5: Integrated Pico-Projector Development Matrix (2010 performance/price goals)
• Table 6: Companion Pico-Projector Development Matrix (2009 performance/price goals)
• Table 7: Pico-Projector Human Factors Unknowns
• Table 8: BOM for an Integrated Pico-Projector with Single-Mirror Scan
• Table 9: BOM for an Integrated Pico-Projector with a Small Color-Sequential LCoS Imager and Lasers
• Table 10: BOM for an Integrated Pico-Projector with a Small Color-Sequential LCoS Imager and LEDs
• Table 11: BOM for an Integrated Pico-Projector with a Large Color-Sequential LCoS Imager and LEDs
• Table 12: BOM for a Companion Pico-Projector with Two-Mirror Scan
• Table 13: BOM for a Companion Pico-Projector with 0.41" SVGA DLP and LEDs
• Table 14: BOM for a Companion Pico-Projector with 0.23" HVGA DLP and LEDs
• Table 15: BOM for a Companion Pico-Projector with LCoS CFA Panel and White LED
• Table 16: BOM for a Companion Pico-Projector with a Color-Sequential Transmissive LCD and LEDs
• Table 17: BOM for a Companion Pico-Projector with a Small Color-Sequential LCoS and LEDs
• Table 18: BOM for a Companion Pico-Projector with a Large Color-Sequential LCoS and LEDs
• Table 19: Expected Pico-Projector ASP Forecast
• Table 20: Low Pico-Projector ASP Forecast
• Table 21: High Pico-Projector ASP Forecast
• Table 22: Known Players in the Pocket and Pico-Projector Business