Check out this interview on Forbes.com with Sriram Peruvemba CMO at E Ink Holdings. Here are some quotes from the interview:
The big five in the LCD industry based on 2011 revenues are Samsung, LG, CMI, AUO and Sharp. It costs upwards of $1B to build a TV-class LCD factory in Asia. A state of the art Gen 10 LCD factory might cost upwards of $3B if built today. In the past few years, the industry has been more in the red than in the black. Margins in the display business tend to be razor thin, particularly in consumer applications.
So what makes LCDs rule? There is one spec that LCD has that beats every other technology, and when I mention this to a room full of engineers, they think I have crossed over to the dark side. This spec is called “price,” which is the most important spec for displays.
Take your favorite TV or mobile phone, the display is what catches your attention. A significant portion of the purchase decision for a TV, Monitor or GPS unit is based on the impression created by the display, yet the average consumer has no idea who made the display. Being an ingredient display brand in the consumer electronics industry is very tough, I can tell you this from personal experience.
Pixel Qi is finalizing the deals with partners about sizes and quantities to produce their next generation ultra high pixel density Pixel Qi screens, with a new very low power mode that runs at a full 100X power reduction from the peak power consumed by the iPad3 screen. Pixel Qi claims to have a new architecture that matches the resolution of the ipad3 screen, and its full image quality including matching or exceeding contrast, color saturation, the viewing angle and so forth with massive power savings. Here is Pixel Qi’s power consumption versus the iPad2 and iPad3:
My opinion and suggestion for Google:
I’d like to see Google invest heavily in Pixel Qi for a 7″ 1024×600 screen to be mass produced for the rumored upcoming Nexus Tablet, providing it 20 hours battery life on an ultra slim form factor, with a very small bezel if they can make it have a plastics based screen, suitable for reading Google Books, suitable for outdoor use. Google should invest the money needed in bringing Pixel Qi to the mass consumer market. And then also Google can help bring the 2048×1536 9.7″ Pixel Qi screen to the mass Android tablet market.
The success of the iPhone and iPad is due to ARM Technology, but also to the investments Apple has made in using new screen technologies, Apple basically financed exclusivity for the 3.5″ capacitive screen when launching the iPhone and they bought an exclusive on the 9.7″ IPS screen for the iPad. Now also Apple invested the $2+ Billion getting an exclusive on the 9.7″ Retina screen. Google should do the same, not only invest heavily to optimize Android on all the ARM Processors, Google should also invest the money needed in new screen technologies such as Pixel Qi LCD and use that for their “Google Hardware” Nexus devices but then also instantly allow access to the new screen technologies to every other Android hardware maker.
InHand releases their new Hydra-T3 ruggedized 7″ Pixel Qi tablet. It runs on the Texas Instruments DaVinci DM3730 1GHz ARM Cortex-A8 and 800MHz TMS320C64X+™ DSP, up to 1GB DDR2, up to 16GB eMMc Flash, the Pixel Qi LCD screen is the 7″ 1024×600 built using a chemically strengthened resistive touch screen layer (I wonder how readable this resistive Pixel Qi implementation is). Having been tested through the military specs MIL-SPEC, MIL-STD-810G, MIL-STD-461F it can support extreme temperature, fluid contaminates, solar radiation, fungus, immersion, shock and vibration. It uses a 37WHr redundant 3.7V Lithium Polymer battery for up to 10 hours of battery life. It can run Android 2.3, Ubuntu 10.10 and Windows Embedded Compact 6.
This tablet seems to compete with the Orchard Inc Toughlet which is also a ruggedized 7″ Pixel Qi tablet for military and industrial use. The military and the industry must be very eager to use the Pixel Qi screen for tablets outdoor readability, low power consumption as soon as possible.
It’s basically better than the iPad3 and for half the price! Here are some of the reasons I think it’s better than the iPad3:
1.5Ghz Dual-core ARM Cortex-A9 vs 1Ghz Dual-core ARM Cortex-A9, Kick-stand, HDMI output, full sized USB-host port for 3G/4G/LTE dongle (for now only 3G is on the market for Europe/Asia), that full sized USB host can also be used for USB Keyboards/Mice/Hubs/Hard Drives etc, second USB-host through Micro-USB with adapter, Samba/Upnp file streaming, full codecs up to MKV 1080p high profile full bitrates with up to DTS audio (meaning any video you download from the Internet just works natively), Android Ics Cream Sandwich runs on it and is open unlike iOS (meaning you can install any app you want through any app store you want and customize the OS as you want), the 1280×800 10.1″ capacitive screen is decent although the next generation of 10.1″ 1920×1200 screens are coming (obviously for more expensive prices), etc.
Archos had an investors event in Paris today, they showed a teaser video for the next generation Archos G10 xs series:
The keyboard dock magnetic screen protector is awesome. But I’d like them to use the kick-stand and attach the thin keyboard dock like a Laptop in a way there’s a mouse pad that can be used. Archos has always innovated using Kick-stands, I hope they continue and I think using the kick-stand is the best way to make the thinnest, coolest ARM Powered Tablet/Laptop convertible. If possible the kick-stand angle can be adjustable. If you’re in an airplane and the space is limited, you don’t need to use the kick-stand, the tablet can rest against the seat that is in front of you. I think the keyboard should also fit behind the tablet when the keyboard does not need to be used. Preferably in a way so that the kick-stand can also still be used even when the keyboard dock is magnetically fixed behind the tablet.
Archos claims to have technology that makes G10 the thinnest tablet on the market. Something about patented paper-thin steel assembly technology. Archos has always been good at fitting huge battery capacity in extremely thin designs. I hope that Archos manages to make a deal with Pixel Qi and use the 10.1″ 1280×800 sunlight readable screen on this one. That’d provide for 20+ hours of battery life, sunlight readability, Kindle Reader competitiveness for reading and use for education and work, and it’d use much less power thus enabling a form factor and weight in the ultra-light class of 400-something grams for a 10″ tablet. Perhaps best to use Neonode’s IR touch technology instead of capacitive for least reflections and best readability.
For the processor on Archos G10, I think that one can expect either the OMAP4470 1.8Ghz Dual-core ARM Cortex-A9 with SGX544 graphics or even the OMAP5430 with SGX544 graphics which can also run upwards 1.8Ghz in frequency or more. It depends if Archos plans to release the G10 already from mid-year or if they don’t plan to release it before the end of the year.
I don’t know if Archos will continue to sell that 3G Stick solution in G10. Maybe there is a way to allow for a modem module of any of the 3G/4G/LTE types to be manually added by the user, under full warranty, in some slot on the back of the device without it having to be through a USB host port. Maybe the multi-mode wireless modems are now so cheap, can even be included on the same CPU dye, that maybe they just included it by default even on the cheapest G10 tablet and provide just an unlocked SIM card slot on the side.
Archos did mention making one Windows 8 on ARM based Tablet/Laptop convertible by the end of the year. I hope they make sure to make it dual-boot the latest and greatest Android also.
Archos Elements brings Google Certified tablets at as low as 100€/$100. My guess is that Archos Elements brings the Rockchip RK30 Dual-core ARM Cortex-A9 performance and higher capacitive screen resolutions than Arnova at extremely competitive pricing.
The new Arnova with Ice Cream Sandwich are going to be sold for as little as 50€/$50 at retail price!! My guess is 50€/$50 is the 7″ WVGA Dual-touch or single-touch resistive type with an RK2918 512MB RAM and Ice Cream Sandwich. It goes up to 150€/$150 retail price for what I think is probably the 9.7″ IPS capacitive RK2918 1GB RAM and Ice Cream Sandwich tablet. Basically with the new upcoming Arnova G3/G4 you get $49 basic alternative to the Kindle Fire and a $149 better-than-iPad1 tablet. Those are amazing low-priced targets for mass consumer retail Ice Cream Sandwich tablet pricing.
Archos is the top Android tablet seller in the major European markets, about equal to Samsung, in front of Asus, Acer, Motorola, Dell, LG, Toshiba and others. Archos CEO Henri Crohas sees a great opportunity to expand that lead with his company. Archos has announced a 32.9 Million € gross profit margin for 2011 on a yearly revenue of 171.4 Million €. They have announced an agreement to borrow upwards tens of millions of Euros more from one of the leading French banks Societe Generale (in exchange for stock guarantees, probably something similar to a capital increase, basically adding new stocks for cash to be used for the expansion) which Archos can use to further accelerate the mass production and mass distribution of their tablet series in the coming months.
Rory Cellan-Jones from the BBC interviewed me at Mobile World Congress last week about my Motorola Kopin Golden-i Augmented Video-blogging system. By the end of the year, thanks to the fast moving world of Technology, we’ll all be walking around with compact wearable computers, augmenting our reality, it’s going to be awesome!
Based at the Kista Science City, Mobile City in Stockholm Sweden, Appear talks about integrating their industrial systems software into the Motorola Kopin Golden-i headmounted computer. Here at CeBIT they talk about how people working in the railway, airports etc industries can use the Golden-i in the next level of their augmented reality system.
Joyplus is working on using the Pixel Qi 10.1″ 1280×800 (for now, only showing the 1024×600 glossy in a prototype) and they are showing the 7″ Pixel Qi 1024×600 on a resistive touchscreen prototype.
Archos now releases the Android 4.0.3 Ice Cream Sandwich firmware update on their website for their OMAP4 based 8″ and 10.1″ Capacitive Android tablets of the Archos G9 series. Here’s some more information about the firmware update: http://store.archos.com/docs/Android%204%200%20Update%20Fact%20Sheet.pdf
Initial Ice Cream Sandwich 4.0.3 firmware release
MediaCenter Video: support for MKV3D on TV with automatic switch to best 3D mode
MediaCenter Video: allow to disable system notifications in video player
MediaCenter Video: collection of VOB files from DVD are now gathered into a single movie item
MediaCenter Music: integrate Music control panel in Lock Screen
MediaCenter info dialog: allow to edit the name used for performing the Movie and TVShow online search
File Manager: display a notification when file copy continues in background
File Manager: improved drag and drop support
File Manager: new option to prevent indexing of some storage/sdcard folders by multimedia library
Applications: more robust video conferencing support (Google talk, Skype etc.)
USB file transfer: a samba server is now activated on the tablet when using USB network tethering for easier file transfer on non Windows based hosts
Archos widgets: new USB network tether widget
External Keyboard: french layout has been expanded to handle AtlGr keys for special symbols
Accessories: Xbox gamepad support
I was interviewed by Leo Laporte and Sarah Lane on the Twit show! See it here!
At CES 2012, E Ink talks about E Ink On Every Smart Surface featuring the Triton color display, SURF display, 11.5 inch 300DPI eDocument reader, Ectaco color eReader, new E Ink watches from Phosphor and Seiko, Eton Rukus music player and more.
