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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (57)	10/24/2001 10:24:11 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Anyone ever chart DRAM prices vs AMAT price? What would you chart, since there are so many variations of DRAM? SDRAM, RDRAM etc. If anyone has tried to chart it, I am sure it is Gottfried. Brian

To: Kirk © who wrote (57)	10/24/2001 10:45:10 AM
From: Proud_Infidel	Respond to of 25522

Microdisplays to reach $1.9 billion in 2007 as LCDs lose ground, report says Semiconductor Business News (10/24/01 10:17 a.m. EST) SAN JOSE --Worldwide revenues for microdisplay components--such as liquid-crystal-on-silicon (LCOS) devices and other display technologies--are expected to reach $1.9 billion in 2007 from $668 million this year, according to a new report from Standard Resources Inc. here today. "Unit shipments of microdisplays are dominated by 'near-eye' applications, while market value arises mostly from projection applications," noted analyst Kimberly Allen, director of technology and strategic research at Stanford Resources. "This situation is expected to continue, with projection applications accounting for 74% of the microdisplay market value by 2007, and near-eye applications accounting for 72% of the units." Counting all types of microdisplay components--aimed at everything from camera viewfinders to projection TVs--the number of units being shipped is expected to exceed 44 million devices in 2007, said the report, which was written by Standard Resources and its wholly-owned subsidiary, iSuppli Corp. The compound annual growth rate of revenues is expected to 19% in the next six years. "LCD (liquid-crystal display) microdisplays will continue to lead in both shipments and value compared to other technology types," Allen said. "Theprevalence of LCDs will diminish from 89% of the units and 76% of the value in 2001 to 59% of the units and 52% of the value in 2007." He said the decline of LCD share in microdisplays will be a result of stronger growth in LCOS chip technology and microelectromechanical systems (MEMS). One example of MEMS-based microdisplays is Texas Instruments Inc.'s Digital Micromirror Device technology, which places millions of tilting mirrors on top of a memory substrate to reflect light for images. For more than a decade, Dallas-based TI has been using the technology to produce its Digital Light Processing products for portable projection systems, business multimedia applications, and commercial movie theaters (see March 5 story). In Taiwan, chip foundry companies are now making strong commitments behind LCOS manufacturing, which will place tiny displays on silicon substrates, said Standard Resources-iSuppli. The research firm also said growth and "healthy diversification of the microdisplay industry" is being fueled by continued development of emissive technologies, such as OLED-on-silicon (which places organic light emitting displays on substrates.) Unit shipments of LCOS microdisplays overtook MEMS-based displays in 2001, making liquid-crystal-on-silicon the second most prevalent type of technology in microdisplays, according to Standard Resources-iSuppli. A key factor behind the increase has been the rapid growth of LCOS microdisplays for near-eye applications in viewfinders for camcorders and digital cameras, said the research firm. Other key findings in the Microdisplays 2002 report are: In camcorder and camera viewfinders, LCOS microdisplays will account for 40% of the combined value in these two market segments by 2007; In rear-projection television, MEMS chips will grow in market share to 52% of the units and 74% of value in 2007. (LCOS panels will account for 28% of units and 18% of value in 2007.); and, In head-mounted displays, revenues for microdisplays will grow from $1.8 million in 2001 to $43 million in 2007 because of increased demand for specialized military, industrial, and medical systems that place displays on the heads of users. (The report suggested that advanced military head-mount displays for soldiers are likely to be accelerated due to concerns about defense and security missions in the wake of the Sept. 11 terrorist attacks in the United States.)