As Microsoft transitions from a software giant to a cloud leader, with its cloud business now accounting...
TSMC founder Morris Chang's second autobiography volume unveils a tapestry of milestones, including his influential comeback, rekindled alliances with...
CSP in-house development of ASIC accelerators
Google TPUs will see a share of over 70% in the in-house developed cloud ASIC accelerator market in 2024; an all-optical network...
AI chip market outlook 2023-2028: Insights from demand and supply perspectives
The growing demand for AI computational power is accelerating advancements in hardware and chip technology, necessitating innovation...
Automotive CIS tech development, 2024
The popularization of autonomous driving is boosting demand for automotive CIS with LFM and HDR being mainstream development...
Posted on Mar 26, 11:34
If lamp capacity is 4-4.5 million (Philips and Osram) and shipments are expected to be 3.471 million units, why will 60% of demand go unsatisfied?Is the capacity for both standard and RPTV projectors, or is replacement demand that big?
Posted on Mar 26, 11:34
The original Chinese article estimated RPTV demand of 6.5 million units this year. We were unable to verify this number or confirm the source. The capacity is for both. Also, annual capacity is expanding over time and will be back-loaded in the year.