Summary

The technological innovation for 3-D television has been out of laboratory and prototyping stage. What does it mean to the marketplace while key players in different technologies are commencing a volume push in the consumer electronics market?

Analysis

There are four commercial technologies in the marketplace, namely, TFT-LCD, DLP, LCoS, and laser. While Mitsubishi is introducing color brilliant laser technology for large-sized 3-D TV, Samsung and Sony lead the product development for TFT-LCD TV. The size would grow from 50 up to 100 inches in years to come.

3-D television will make homes more entertaining when quality viewing glasses are ready with content availability. The incremental trick and incentive for branded TV players have become obvious: Active glasses can assist individual viewer to adjust imaging parameter for a preferred viewing experience at an added cost, while matching various models of TVs for interactive synergy and product mix to thrill consumers.

Key obstacles:
1.  Content availability
Hollywood will move faster in movie formats through sale channels such as Netflix. Cable TV firms will only focus on seasonal sport games that attract audience in 3D mode and would make money.

2.  Format and standard
The key players will likely fight for formats and standards, just like Blu-Ray versus others.

3.  Bandwidth for cable TV
Cable TV firms will not get ready for the required bandwidth and network on HD video streaming at home until sets of 3D TV sold justify an investment for a profit.

Cost for making 3-D TV and viewing glasses could vary largely from supplier to supplier due to complexity of product design, patent engagement, and selection of new processors. 2010 may not be a boosting year, but rather a voting year for "American Idol" like; yet, TV brands and device suppliers have significant rooms for growth in the new arena.


Steve Fanchiu, SF consults with leading institutions through GLG

Steve Fanchiu, SF, Adviser
Steve Fanchiu

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Adviser, Genttix, Inc.

 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.