Originally Posted by AZREOSpecialist
... funny that the 945 was canceled or put on hold shortly after Sharp claimed to have been able to reproduce the "pulsing" issue in their labs. Is it possible that Sharp pulled back the 945 because it may also be impacted by the problem?
Yes, it's possible that nothing new is coming with local-dimming until they figure out how to make it more perfect. That's a very plausible theory, although we still don't really know what led to the delay/cancellation of 945.
Also, Sharp is not in trouble... they are a key supplier of LCD screens to Apple for the new iPad shipping today. Apple would probably not commit to Sharp as a supplier if they felt Sharp was going under. Also, Sharp is reportedly supplying Apple with the LCD panels for Apple's upcoming TV set, rumored to be released late this year or early next.
Sharp is not "going under", but they are definitely "in trouble". One of the few good things they have going right now is their dealings with Apple. It's important because it's a new source of demand and if/when they do get qualified to deliver new iPad screens, the profit-per-substrate off that 8G line they are producing them on will skyrocket vs. what it was.
Originally Posted by Suzook
An 80 Elite sounds awesome but the price is likely to be shocking
Robert of VE is now saying he's hearing this model is real. I'm still skeptical because of the volumes, however... There exists a second scenario on the 945 cancellation that's worth thinking about... It's the one where they cancel 945 and drop the Elites down in price sufficiently to lead to a 3-5x volume increase. We can play guessing games about what those numbers would have to be, but let's say $3999 and $4999 for argument's sake.
If that scenario came to pass, the 80" Elite would be intriguing to serve as a "foil" to get more 70s sold; at least according to Sharp's public statements. They claimed that 70" sales increased once the 80" was out to allow people to compare. Now, 70" sales increased throughout
2011, so I am skeptical that the growth-curve really kinked up (they released no data or even a percentage increase number, increasing my skepticism).
But let's pretend this "Elite = more volume at a more mainstream-y, but still high-ish price" thing happens. In that case, the 80" would already do much more volume at, say, $5999-6499 that it would if it's sold under the current framework and comes out at $8999. And the differences there are really probably huge.... So we can hope.