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Technology Stocks : Flat Panel Displays - alternatives to AMLCDs -- Ignore unavailable to you. Want to Upgrade?

To: Toby who wrote (443)	6/2/1998 9:18:00 PM
From: bob mackey	Read Replies (1) \| Respond to of 473

Low Temperature Polysilicon for AMLCDs... is just another incremental improvement for the LCD industry. A steady supply of these incremental improvements is what gives us Moore's Law. LTPSi will allow faster switching speeds, and smaller transistors, but it doesn't alter the basic physics of LCDs. Liquid Crystal Displays are collections of light-valves. In one polarization state, they let light through. In the other state, they block the light. The key things to remember here are: 1) that the lamp is always on, and 2) light is still polarized, and 3) wet gooey molecules can only move so fast. Because the light is always on, the energy efficiency is not as good as an efficient emissive display. Because the light is polarized, there are viewing angle dependences. Because gooey molecules are slow, the speed of the display is limited. Another thing to keep in mind is that AMLCDs have a huge chunk of the market NOW. They have HUGE research budgets. Those companies will not give away their market share without a fight. The new displays will need significant advantages just to be competitive. FEDs will have big advantages in speed, viewing angle, and few other areas. OLEDs (when they get of the laboratory) are likely to have advantages in flexible substrates, light weight, and possibly power consumption. VRDs (see Microvision / MVIS thread) will make fantastic head-mounted displays. ...and so on.... -bob