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The WAVE Report on Digital Media 3D --- Media Creation --- Shared Space ---Published by 4th Wave, Inc.--- Issue #0623------------------6/9/06 |
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Samsung Introduces First 1.98'' LCD to Achieve VGA Resolution With Amorphous Silicon
0623.2 ISP Services
0623.3 Renaming Web Site
Atlanta Area Businesses Get First Crack at Phone Number-Based Web Addresses
0623.4 Alternate Energy Source
GE Energy to Supply Wind Turbines for Pakini Nui Project on Hawaii's 'Big Island'
0623.5 SSN Insecurity
0623.6 Vocal Outlook
0623.7 Biological Imaging
New Generation of Diagnostic Imaging Agents Raising Expectations and Expanding Applications
0623.8 LCD vs Monitor Panel Markets
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0623.1 Miniature Displays
***Samsung Introduces First 1.98'' LCD to Achieve VGA Resolution With Amorphous Silicon
SAN FRANCISCO
June 6, 2006
Samsung Electronics Co., Ltd. has announced that it has developed the industry's first 1.98" LCD panel to achieve VGA resolution, using the company's amorphous silicon (a-Si) technology. Mobile phones equipped with this new display will be able to show Windows screens and documents with the same VGA quality that is provided by most desktop or notebook PCs.
The new mobile LCD panel was displayed at the 2006 Society for Information Display International Conference and Exhibition in San Francisco.
Users will be able to enjoy the best quality mobile TV images, with delineation of visual details as small as 63 microns -- half the average width of a human hair (120 microns). A typical 40" HD LCD TV has 40 pixels per square inch, while the new 1.98" LCD panel has 10 times as many, or 400 ppi.
Samsung has achieved a wide range of technology improvements in the development of its new 1.98" VGA LCD. The company's proprietary, amorphous silicon gates are built into the LCD panel to achieve maximum efficiency in design and module processing. Samsung also has achieved 16 million colors, and the new LCD can accommodate the extremely fast data transmission rates required today.
The new 1.98" VGA LCD is a transmissive LCD with liquid crystals that provide a wide viewing angle. The images are bright (250 nit) and clean (contrast ratio of 300 to 1). It is well suited for mobile products that require high picture quality.
Key Specifications
Display size 1.98"
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Resolution VGA
(480 x 640 pixels)
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Mode a-Si
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Display type Transmissive
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Brightness 250
nit
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Contrast ratio 300:1
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Number of Colors 16
million
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Color saturation 40%
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***Service Provider Router Market Expanded 23 Percent in the First Quarter of 2006, According to Dell'Oro Group; Market Growth Stronger in Edge Routers
REDWOOD CITY, Calif.
June 6, 2006
According to a newly published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, the worldwide service provider router market grew for the 12th consecutive quarter in the first quarter of 2006, expanding 23 percent year-over-year. The growth rate for edge routers outpaced core routers by a slight margin for the same period.
Analysts at Dell'Oro are seeing service providers place a greater emphasis on edge routers compared to the previous two years. Service providers are banking on the edge routers to help deliver new, revenue generating services.
Worldwide Service Provider Router Market Leaders (Revenue)
Service Provider Router Market 1Q06 Y/Y
Growth
------------------------------- --------------- ---------------
Manufacturers' Revenue $1.2
billion 23%
Vendor Rank Y/Y
Growth
------------------------------- --------------- ---------------
Cisco 1 10%
Juniper 2 12%
Alcatel 3 1264%
Redback 4 80%
About the Report
The Dell'Oro Group Routers Quarterly Report offers complete, in-depth coverage of the market with tables covering revenue, average selling prices, unit and port shipments (by speed T1/E1, T3/E3, OC-3/STM-1, OC-12/STM-4, OC-48/STM-16, OC-192/STM-64, 100Mbps Ethernet, 1000Mbps Ethernet, and 10 Gbps Ethernet), and price for router and WAN switch technologies.
***Atlanta Area Businesses Get First Crack at Phone Number-Based Web Addresses; Your Community PhoneBook Now Offering TelID's ''Find a Website with a Phone Number'' Feature to Local Businesses
ATLANTA
June 6, 2006
To help local businesses attract visitors to their websites, DataNational, publisher of Your Community PhoneBook, is now offering Atlanta area businesses TelID's "Find a Website with a Phone Number" feature. TelID provides businesses a simple web address based on the businesses' phone number listed in a phone directory.
Advertisers in the 21 Atlanta area Your Community PhoneBooks will be the first businesses in the mainland United States to utilize the TelID service. TelID was launched in Hawaii earlier this year and has been embraced by Oahu advertisers and consumers.
How the Service Works
Businesses that sign up for a TelID listing in Your Community PhoneBook get a specially highlighted number in the 2006 directory and a link established between their phone number and their actual website address in TelID's system.
Using the highlighted phone number from Your Community PhoneBook, consumers will be able to go directly to a TelID website by entering www.telid.com/ into the browser's address box, followed by the 10-digit phone number. Alternatively, users will be able to enter the number at www.telid.com. No special plug-ins are required, and the service works with any browser.
0623.4 Alternate Energy Sources
***GE Energy to Supply Wind Turbines for Pakini Nui Project on Hawaii's 'Big Island'; Project to Serve as 'Laboratory' for Wind Power Grid Integration
ATLANTA
June 5, 2006
GE Energy's wind turbine technology has been selected for a project on the South Point of the island of Hawaii (the "Big Island") that will add 21 megawatts of wind-generated capacity to the state's power grid.
GE will supply 14 of its 1.5-megawatt wind turbines for the Pakini Nui Wind Project, which will generate power for customers of the Hawaiian Electric Light Company (HELCO), a subsidiary of the Hawaiian Electric Company. The owner/developer, Tawhiri Power LLC, is a third-party entity created by Apollo Power Corporation, the owner of the existing Kamao'a Wind Farm at South Point.
According to GE, this project illustrates how the Big Island of Hawaii, along with other Hawaiian Islands, can serve as a laboratory for the integration of wind power into electrical grids. On an island with less than 300 megawatts of generating capacity, a 21-megawatt project can have a system-wide impact on grid reliability. As a result, this project will feature several of GE's grid-friendly capabilities.
They will include: -- WindRIDE-THRU, which allows wind turbines to remain in operation (rather than trip off line) through a 100 percent voltage drop. The ability to ride through a 100 percent voltage drop is expected to become a Federal Energy Regulatory Commission (FERC) grid requirement for 2008 wind projects. -- Ramp rate control, to regulate the pace at which wind turbines control their power output in response to changing wind speed. -- Segmented curtailment, which prioritizes the output of the individual turbines when a utility requires a reduction in the farm's electrical power generation.
The Pakini Nui project site, on the southern tip of the island of Hawaii, is the southernmost point in the United States. Strong prevailing eastern trade winds make this a world-class wind site.
The state of Hawaii has a Renewable Portfolio Standard requiring each utility to derive 20 percent of its net electricity sales from renewable energy sources by 2020. The power purchaser for this project, HELCO, already derives 29 percent of its power sales from wind and geothermal power.
GE Energy will also supervise installation and perform the initial start-up of the machines. Project completion is expected by March 2007.
***Gartner Says Rash of Personal Data Thefts Shows Social Security Numbers Can No Longer Be Sole Proof of Identity for Enterprises
WASHINGTON
June 5, 2006
The recent thefts of personal data from companies and government agencies make it clear that Social Security numbers can no longer be relied on as proof of identity, according to Gartner, Inc. Gartner analysts said enterprises should use this data as only part of an overall "identity score."
Testifying at the oversight hearings for the Committee on Veteran's Affairs regarding the theft of sensitive information belonging to 26.5 million veterans and spouses from a Veteran Affairs employee's home, a senior analyst told the committee that this latest compromise shows just how unprotected some of the nation's most sensitive data is.
She added that this incident also shows that the Social Security number has become an extremely unreliable piece of information and cannot be trusted to be unique to an individual. Companies should not rely on Social Security numbers alone as proof of individual identity. As many as one-in-seven adult Social Security numbers in the U.S. may already have been compromised.
While security managers are attempting to implement more-stringent security measures around sensitive information, the price tag for such protection can cause sticker shock for many companies. Security managers are facing challenges in receiving the budget required to better protect customer and business-sensitive information. Gartner analysts point out that data protection is much less costly than data breaches.
According to Gartner, a company with at least 10,000 accounts to protect can spend, in the first year, as little as $6 per customer account for just data encryption, or as much as $16 per customer account for data encryption, host-based intrusion prevention and strong security audits combined. This compares with an expenditure of at least $90 per customer account when data is compromised or exposed during a breach.
Encrypting stored data can provide the most robust data protection, but if that is unfeasible because of undue cost and complexity, companies should deploy comprehensive host-based intrusion prevention systems (HIPS). However, successfully deploying HIPS requires strong server configuration control and additional administrative cost and complexity. Another option is strong security audits to validate that the organization has deployed satisfactory mitigating controls, reducing the need for data encryption or HIPS.
***Microsoft Outlook - Now Voice Powered by E.V.A.; Populating Your Database Evolves from 'Typing It In' to 'Talking It In' Courtesy of Virtual Management Inc.
SALT LAKE CITY
June 5, 2006
Virtual Management Inc. has announced the addition of seamless synchronization to their flagship product, the Electronic Virtual Assistant (EVA). A major product enhancement, the synchronization tool allows users to keep their online EVA contacts in sync with local desktop or PDA-based address books. This revision was borne out of user feedback and makes contact management seamless and as easy as a phone call and a push of a button. No longer must Microsoft Outlook users populate their address books and calendar events through archaic typing but, instead, they can talk it in using their electronic virtual assistant. EVA is a hybrid technology that blends the latest advances in digital recordkeeping with the unrivaled intuition and know-how of a live transcriber; EVA aims to bring the power and efficiency of a personal assistant to people in all walks of life. With a starting price of just $69.95 per month, users can have a U.S.-based personal assistant available to them around the clock for only $2.33 a day! EVA can help with personalized data storage and retrieval, sending e-mails on their behalf, scheduling meetings and reminders, filling out sales reports and keeping real-time "to-do lists" - all completed while away from desk and computer.
Seamless Synchronization
EVA now supports seamless synchronization with desktop versions of Outlook 2002, XP and 2003. Data transfer is as easy as clicking the dedicated EVA button from within the Outlook program. By doing so, all updated contacts, calendar items and/or tasks from the user's online EVA-maintained database are merged with their local Outlook database and calendar. Mobile devices (such as Blackberry, Treo or other smartphones) are supported through desktop synchronization with Outlook.
How It Works?
Designed to bring the highest level of efficiency to any job, EVA is a voice-based data entry system where users dictate important action items, calendared events or meeting summaries to a dedicated toll-free number or onto a tiny handheld unit called "EVA's Ear." Being able to complete these tasks, on-the-go, in a matter of seconds, saves valuable time and allows workers to quickly refocus on the task at hand - revenue generation. The system can also be used to update business contact information or log expense report and tax-related items so that nothing falls through the cracks. A typical five-minute call is equivalent to two hours of keyboarding and allows far greater detail and direction (1). Once dictation is complete, the data is processed and available typically within the hour. Users can log in from any Web browser and view their custom databases and activities and can also have this information sent to them electronically. This efficiency turns "Down Time or Dead Time" into productive time since follow-up can be done on the drive or flight home, saving hours spent back at the office "finishing" the tasks of the day.
***New Generation of Diagnostic Imaging Agents Raising Expectations and Expanding Applications; Greystone Associates Analyzes Trend toward Metabolic and Molecular Imaging
AMHERST, N.H.
June 5, 2006
A new generation of imaging agents that can target specific organs and even specific molecules is poised to play the role of midwife to the birth of a new level of disease detection and metabolic eavesdropping. The ability of this new generation of contrast agents to detect metabolic changes at the molecular level has significant potential for improving visualization and quality of care.
Targetable and activatable imaging agents are gaining interest for a wide range of diagnostic applications that include cardiology, neurology and soft tissue tumor detection. From amyloid plaques and soft tissue tumors to myocardial perfusion and therapeutic nuclear medicine, the ability of noninvasive diagnostics to detect pathologies, monitor therapeutic outcomes, guide interventional procedures and play an active role in disease therapies is positioned to increase dramatically.
Targeted and activatable imaging agents offer a unique capability to generate unambiguous images by exploiting specific molecular targets, pathways or cellular processes. This new wave of imaging agents signals a paradigm shift in which the reagents take on new importance in corporate business models alongside system hardware in revenue projections and product line ROI.
These findings are contained in a new and comprehensive report. Diagnostic Imaging Agents: The Next Generation. The report contains in-depth analysis of the science, technology, and market participants that are shaping the future of diagnostic imaging.
http://www.greystoneassociates.org
0623.8 LCD vs Monitor Panel Markets
***DisplaySearch Reports Q1'06 10"+ LCD Revenues Rise 58% on 44% Unit Growth: TV Panel Revenues Exceed Monitor Panel Revenues for First Time
AUSTIN, TEXAS
May 31, 2006
DisplaySearch has released the Q1'06 Large-Area TFT LCD Shipment Report database indicating that Q1'06 worldwide shipments of large-area (10"+) TFT LCD modules rose 44% year-over-year (Y/Y) as expected resulting in 58% revenue growth to $12.9B. Revenue growth exceeded unit growth due to increased output of larger sizes with area growth up 71% Y/Y, the average diagonal up 1.2" or 7% to 18.3", and ASPs growing 9% to $207. With only TV panel shipments rising sequentially and the average TV panel diagonal rising to 28", TV panel revenues exceeded monitor panel revenues for the first time in Q1'06 at $5.1B to $4.8B. Sequentially, units fell 5% as expected on seasonal weakness. With most panel suppliers expecting stronger results, panel inventories grew resulting in increas! ing pricing pressure. As a result, revenues fell slightly faster than expected sequentially, falling 8% rather than the 7% projected. With panel prices weakening and inventory building, panel suppliers' pre-tax margins fell from 12% in Q4'05 to 5% in Q1'06, but were up from -12% in Q1'05. With panel prices continuing to fall rapidly in Q2'06, margins are expected to erode further resulting in a short upturn before approaching the next downturn. Monitor and notebook PC panel prices are expected to stabilize in Q3'06 before increasing in Q4'06, leading to improved financial results.
In terms of shipments, trends and market share by application:
Notebook PC panel shipments fell slower than expected, down 6% Q/Q rather than the projected 8% to 18.6M units. Due to significant price erosion, notebook panel revenues were down 16% Q/Q, while rising 36% Y/Y to $2.5B. While the overall notebook panel market was down, wide notebook panels continued to grow, rising 13% Q/Q to capture a 62% of all notebook panels shipped in Q1'06. 15.4" 1280 x 800 is now entrenched as the dominant notebook panel size, earning a 36% share, up from 30%. 14.0"/14.1" 1280 x 800 surpassed 14.1" XGA to become the third most popular panel and is expected to overtake 15" XGA in Q2'06 to become the second most popular notebook panel. Samsung remained #1 in notebook panels followed by LG.Philips LCD (LPL), QDI, QUO and CMO. If AUO was combined with QDI which is expected to happen from October, AUO would have earned the top position in Q1'06 with a 28% to 23% unit share advantage and 27% to 25% revenue share advantage over Samsung. Kor! ea led with a 49% share of the notebook PC market.
LCD monitor shipments fell faster than expected in Q1'06, down 9% rather than the 6% projected, which resulted in double-digit price declines and an 18% Q/Q decline in revenues. However, there were some bright spots. The 19" and larger share surged from 28% to 35% on 14% Q/Q growth, and the wide monitor panel share rose from 7% to 10% on 14% Q/Q growth. 19" Wide became the fourth most popular panel, and the commodity 17" SXGA panel is expected to fall below 50% in Q2'06. While Samsung continued to lead in units, revenues and areal basis, AUO overtook LPL for the first time to capture the #2 position holding a 16.4% to 14.6% advantage. If QDI's output was added to AUO's, its share exceeds 18%, but remains behind Samsung. Taiwan led on an areal basis with a 55% share.
LCD TV module shipments were the only technology to enjoy Q/Q growth, rising 11% rather than the forecasted 8%. Revenues grew nearly as fast as units, up 10% with LCD TV panel area rising 15% Q/Q on increased demand for larger sizes. The 30" and larger share rose from 45% to 48%. The 40" and larger share reached 8% on the success of Sony and Samsung LCD TVs, and panel suppliers expect this category to more than double to 17% in Q3'06. The top five panel suppliers continued to dominate this segment, earning a 90% share. If QDI were part of AUO, then the top five would have accounted for 95%. LPL led on a unit basis, while Samsung was #1 on an areal basis and in revenues. While AUO was #4 by itself, combining it with QDI would have enabled it to vault to the #2 position on a unit basis and #3 on a revenue and area basis. Korean suppliers led the TV market with a 47% share.
In terms of total Q1'06 output on an areal basis by supplier, Samsung retained the top position with a 22% share, leading in each major application. LPL remained #2, but its share fell below 20% on a 6% areal decline. On an areal basis, it was #2 in both notebook PCs and TVs, and #3 in monitors. AUO earned 5% growth to boost its area share to 15.4%. It was #2 in monitors and other, #3 in TVs and #4 in notebook PCs. CPT had the fastest area output growth of any supplier, up 16%, and gained supplier in each application as it ramps its 6G fab. By region, Taiwan suppliers overtook Korean suppliers for the first time on an area basis earning a 46% to 44% advantage as Taiwan took share in notebook PCs, monitors and TVs with multiple suppliers ramping new capacity simultaneously.
Table 1 Q4'05 – Q1'06 Large-Area Output Share and Growth
Share Q/Q Area Growth Rankings
Supplier Q4'05 Q1'06 Q1'06
1 Samsung 22.0% 22.1% 1%
2 LPL 20.2% 19.0% -6%
3 AUO 14.7% 15.4% 5%
4 CMO 12.7% 12.8% 1%
5 CPT 6.0% 6.9% 16%
Others 24.4% 23.7% -2%
Total 100.0% 100.0% 0%
http://www.displaysearch.com
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