Abstract
Report Objective:
The objective of this report is to provide solid analysis of the market needs
for EBR products and to evaluate all of the e-paper-like display technologies
to identify those most suited for use in EBRs. To develop a forecast, we look
at the needs of six sub-segments evaluating the total available market,
adjusting this TAM as needed and developing a proprietary
“needs-expectations” analysis. A sophisticated cost model is used
to evaluate and determine the price of panels and EBR products based upon
display technology, while penetration scenarios for each sub-segment are
examined and applied to develop a unit and revenue forecast. A review of
current EBR suppliers and products is also included.
The goal of all of this analysis is to provide solid technical, market and
forecast information to help readers identify opportunities and target the
timing and features of new products or component technology.
Highlights:
- An overview of applications and their fit with e-paper displays
- A summary of the specifications of current e-paper technologies
- An exclusive summary of the roadmaps for e-paper display development
- Display specs for EBRs
- An optimistic and conservative forecast for EBRs by sub-segment
- general purpose e-books
- e-newspapers and e-magazines
- e-text books
- e-professional reference books
- e-dictionaries, phrase books/language learning
- e-comics
- Unit forecast by screen size
- Unit forecast by monochrome/color
- Revenue forecast
- EBR market needs analysis
- Competitive product analysis
- In-depth technical and SWOT analysis of 11 classes of e-paper displays
- Moving particles in a fluid (E Ink, PVI, SiPix, CLEAR Display, Soken
Chemical)
- Moving particles in air( Bridgestone, Annulex)
- Bistable Nematic (Nemoptic, ZBD Displays)
- Cholesteric (Kent, ITRI, Fuji Xerox)
- Electrochemical/Electrochromic (Aveso, Siemens/PolyIC, NTERA,
ECD-Samsung, Konica Minolta)
- Flexible backplanes with particle displays (Polymer Vision, Plastic
Logic, LG Display, Seiko Epson)
- Electrowetting (PVI/ITRI, Liquivista, ADT)
- MEMS (Qualcomm MEMS Technologies)
- Photonic Crystals (Opalux)
- Piezoelectric Interference (Fuji Photo Film)
- A proprietary cost model was developed that determines panel, components
and EBR pricing through 2013.
- Forecasts of EBR pricing by screen size
- Development of TAMs for six sub-segments
- Adjustments to TAMs based on use of an EBR
- Comparison of EBR features with other CE products
- Development of five CE product penetration scenarios to form a basis for
EBR penetration analysis
- Develop a proprietary “needs-expectations” analysis that
identifies six EBR buying factors for each sub-segment.
- Develop a rating system to estimate the importance vs. “meets
consumer expectations” for each buying factor in 2008 and in 2013.
- Apply pricing, expectation-importance analysis, and penetration analysis
to create a forecast for each subsegment
- Summarize all current EBR products and companies involved in the
manufacture and development.
Methodology:
The report is the culmination of much original research on this emerging
market, which involved discussions with people from all facets of the value
chain. The key analyses, forecast methodology and interim results were shared
with market leaders to validate and/or adjust the results. Consequently, this
report represents the most comprehensive and most accurately researched report
on this topic to date..
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