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Intel kills LCOS chip plans

1474 Views 21 Replies 17 Participants Last post by  Palladin
 http://msn-cnet.com.com/Intel+kills+...ubj=ns_5421567


Sorry if this has been posted already.
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Bummer
Wow, that's pretty huge.

If Intel can't make these things, who will?
Looks like its Sony's market share to lose, unless JVC starts producing the 1080 panels for other manufacturers.


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Palladin


Chance favors the prepared mind
Ssshhhh... if you listen really quietly you can hear a deep sigh of relief and laughter coming from Texas Instruments. They can go back to hording their precious 1080p chips now. ;)
Well, Intel is really good at making PC processors, but not much else.


It has sunk a ton of money into various comms products - from wireless networks to cell phone chips, but has yet to show significant returns.


Nevertheless, definitely not a good news for the HT enthusiast, though must say that no US company - and very few European ones - are presently in the consumer electronics business.


The bottom line - was to be expected all along.
LCD is going so strong it may beat DLP anyway. Perhaps Intel will sell off its LCOS work to date to a Chinese manufacturer who will make something of it. 720 by 1280 LCOS is good enough for the most people. They should have at least given their chips a try in the marketplace.


IB
"They can go back to hording their precious 1080p chips now. "


Perhaps not, as 1080 LCD is soon to come. However, given the smaller fill factor of LCD, 1080 LCD vs. 720 DLP may be seen by many or most as an even match.


"They should have at least given their chips a try in the marketplace."


There were no chips in producible qty's, that was the problem.
Poor LCOD. First Toshiba and Mits... now Intel. Not too many supporters any more. Ph wait, there is always Tryg. I'm sure he can persuade the masses.
The problem with lcos is not too many supporters. The problem is that the companies are too small. There needs to be some kind of consolidation.


The JVC and Aurora systems pact is interesting and going ahead with a 1080p chip that is ready to directly replace the current 720p chip.
Quote:
Originally posted by wohlstad
[N]o US company - and very few European ones - are presently in the consumer electronics business.
Indeed, Philips' CEO has just announced that the company's priorities were shifting away from consumer electronics and focusing on more profitable sectors, such as medical technology. In the future they might even get rid of the CE division altogether:

http://www.welt.de/data/2004/10/20/348436.html?s=1
Sony's 2nd version 4k prototype is going to be shown next week in Orlando at Show East and November 17-18th at the ETC in Hollywood. Should be interesting.
Quote:
Originally posted by KWhite
Sony's 2nd version 4k prototype is going to be shown next week in Orlando at Show East and November 17-18th at the ETC in Hollywood. Should be interesting.
Are you planning on being at either event (more likely the ETC, based on your location) and reporting back?


_______________________________________

Palladin


Chance favors the prepared mind
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Wouldn't miss it. It will be interesting to see how far they have come in just a few months.
Quote:
Originally posted by Ohlson
The problem with lcos is not too many supporters. The problem is that the companies are too small. There needs to be some kind of consolidation.


The JVC and Aurora systems pact is interesting and going ahead with a 1080p chip that is ready to directly replace the current 720p chip.
I dont think so. There are clearly some *huge* yield-type problems with LCOS that just arent being articulated to the general public.
"There are clearly some *huge* yield-type problems with LCOS that just arent being articulated to the general public."


Which explains a lot of why everyone pursuing this has generally failed.


Even JVC needed to outsource the imager production to UMC to make those D-ILA RPTVs possible.


Mark
Rogo,


I got to hand it to you. In another thread a few weeks ago you speculated that this would happen exactly as it did. Maybe, I should pm you about some stock tips too :)
The Intel pullout even made USA Today.
Mark P., thanks.


Dan M., good link. It leaves out the dreaded "lack of design wins" piece. It also continues to annoy me that Insight Media -- which supposedly tracks the microdisplay and projection markets objectively -- continues to say, "LCOS is still OK" in spite of all the evidence. Why? Because if Epson, TI, Sony and JVC remain the only players (with the latter two doing small volumes), there isn't much market for the Microdisplay Report. Maybe they should exit the business?


It looks very much like LCOS is going to be relegated to high-end / niche status from here. The only wildcard is a UMC or eLCOS making some significant breakthrough on cost and selling into the China market or through China-based OEMs.


Otherwise, it's Sony and JVC (and perhaps JVC friends like Canon) with a small slice of the elite front-projection market, some chance to win D-Cinema, and a chunk of the RPTV market that certainly justifies the presence of Sony and JVC but doesn't have a chance of threatening TIs place in that arena.


Mark
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