Sixteen:Nine - All Digital Signage, Some Snark
00:11:06 · Dave Haynes, Ted Romanowitz
[00:11:06] S0: Yeah, because touch and LED were kind of different worlds for the longest time. And it's only been recently where you start to see IR frames around displays that that would make them interactive and you wouldn't want to touch a conventional SMB display because it was going to damage it, right? [00:11:25] S1: Exactly. Especially when you get to like 1.2 millimeter and below. The joke has always been you needed to put a little tray underneath the LED wall that you were touching to capture all of the LED pixels that were falling off. But once... [00:11:42] S0: Good Lord. [00:11:43] S1: I know, I know. Great visual, right? But now that's improved with all these new manufacturing techniques. [00:11:52] S0: Are there benefits as well to COB in terms of energy consumption or brightness, things like that?
00:11:52 · Dave Haynes, Ted Romanowitz
[00:11:52] S0: Are there benefits as well to COB in terms of energy consumption or brightness, things like that? [00:11:59] S1: The answer is yes. All the, you know, E all of the above. It's really incredible, you know, to see, you know, early in the LED market, you know, if you've got 600 nits or 800 nits, that was a lot. You know, now you're seeing indoor displays at, you know, 1,000 or 1,500 nits, which allows you to put them in a, you know, high ambient light situation like, you know, a room that has Florida ceiling windows like an office or an atrium or, you know, even in a store window or of course outdoors in a kind of a kiosk or a standalone LED display. The this package is like technology. You know, the chips are getting so small that you're filling in the space between the chips with an ultra black coloring covering. So, you know, that increases the contrast ratio and, you know, makes HDR content sing.
00:11:59 · Ted Romanowitz, Dave Haynes
[00:11:59] S1: The answer is yes. All the, you know, E all of the above. It's really incredible, you know, to see, you know, early in the LED market, you know, if you've got 600 nits or 800 nits, that was a lot. You know, now you're seeing indoor displays at, you know, 1,000 or 1,500 nits, which allows you to put them in a, you know, high ambient light situation like, you know, a room that has Florida ceiling windows like an office or an atrium or, you know, even in a store window or of course outdoors in a kind of a kiosk or a standalone LED display. The this package is like technology. You know, the chips are getting so small that you're filling in the space between the chips with an ultra black coloring covering. So, you know, that increases the contrast ratio and, you know, makes HDR content sing. [00:13:05] S0: Yeah, it's like the old days of plasma displays and how, you know, their their big benefit was deep, deep blacks. Exactly. Exactly. Yeah. So one of the things I came away with from ISE and I had the impression in earlier shows as well, but really amplified this year was with all the talk around micro LED and how it's coming and that's like the ultimate, it's super premium displays. I would look at the even the current product line of manufacturers who are doing COB and think, okay, that's more than good enough. Like, I don't know that the world needs to get to micro LED video walls for us to finally have good looking LED video walls. We're already there.
00:14:01 · Ted Romanowitz, Dave Haynes
[00:14:01] S1: That's true, but really it comes down to a cost basis. And this is where we've modeled working with some of the biggest OEMs and ODMs in the world, we've modeled the volume that they're going to be able to produce over the next several years and the quality that they'll be able to deliver in mass quantities. And basically the outcome is that by the early 2030s, let's say a 77 inches or 80 inches micro LED display chip on glass will be $4,000 or less. And so that brings it into mass adoption and really makes it useful for not only does it enable the close-up viewing that chip on glass does or chip on board, but it enables a price point where you're going to see it broadly deployed in meeting rooms and corporate. You'll see it in classrooms and education, all across stadiums, venues, hospitality. Every different market vertical is going to be impacted by a price point of LED that's comparable to LCD today within the next several years. [00:15:26] S0: And why wouldn't that happen just with COB? [00:15:30] S1: It's the cost basis of, being able to do things on a PCB is more expensive versus a TFT backplane. Gotcha. Over the long run, it has to shift Towards a TFT back when the glass backplane and [00:15:49] S0: the barrier to to to that happening right now is unlike COB where mass transfer. Appears to have been worked out, it's still a work in progress on the chip on glass or micro LED side, right?
00:15:49 · Dave Haynes, Ted Romanowitz
[00:15:49] S0: the barrier to to to that happening right now is unlike COB where mass transfer. Appears to have been worked out, it's still a work in progress on the chip on glass or micro LED side, right? [00:16:09] S1: It is. There's a few other kind of roadblocks that have to overcome for chip on glass to be in volume with high quality, high yields. And when that happens, then you'll start seeing the volumes ramp and the price really start to drop. [00:16:31] S0: So there will be a day early in the next decade when chip on glass micro LED displays same dimensions, same resolution, everything else would be a price parity with LCD. [00:16:49] S1: Yes. With LCD today. [00:16:51] S0: With LCD today. [00:16:53] S1: Yeah. And then, you know, this is what Mozz has been looking at and the rest of the team is what's going to happen with flat panel LCD, interactive LCD and projection. What are the unique instances of where those need to be implemented, best fit kind of applications, and what they're doing to drive price down and add value differentiate to keep extending those product life cycles?
00:16:53 · Ted Romanowitz, S3, Dave Haynes
[00:16:53] S1: Yeah. And then, you know, this is what Mozz has been looking at and the rest of the team is what's going to happen with flat panel LCD, interactive LCD and projection. What are the unique instances of where those need to be implemented, best fit kind of applications, and what they're doing to drive price down and add value differentiate to keep extending those product life cycles? [00:17:25] S3: For over a decade, Screenfeed has been the reliable choice for beautifully designed licensed content such as news and weather. We handle over 27,000,000 requests a day to deliver dynamic content to 200,000 screens across the globe. Now we bring you Screenfeed Connect, a no code solution that makes complex content projects easy. Projects that used to take our designers and developers weeks became a to do we could complete before lunch. The easy to use browser based tool leverages pre built data connections and ready made widgets to give you the power to design with data. Create team member profiles, schedules, tenant directories, progress boards, featured products, or anything that leverages your data. Discover how Connect empowers you to complete projects faster at screenfeed.com. [00:18:12] S0: Mozz, is there much runway still for, LCD? And I'm I'm also very curious about OLED, which keeps getting better technically, but is still pretty narrowly defined, particularly on the pro AV side.