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Tuesday, April 15, 2014

Why have two types of HMDs: those with OLED micro-displays and those with flat-panel displays?: Yuval continues to grind this axe down to the handle


the large panel display for HMD vs microdisplays, immersion vs resolution, lower cost vs higher cost etc. and arrives at the conclusion that:

"Ultimately, there would be many more HMDs that are based on flat-panels, but there are unique professional applications that would continue to prefer OLED micro-displays."


 That may be true if the universe of the HMDs he's referring to are for gaming. Sculley said it himself , "There are 50 million serious gamers in the world". If the majority of them end up buying an HMD with a 5 inch display then he may be right. But that's quite a leap to take when not one of these devices has been successfully tested and marketed. Not one has passed Medical Review. Microdisplays on the other hand have been used successfully in tough conditions for a decade. So I disagree with his premise that a large untested system that's tethered to a computer will have a larger addressable market than then microdisplays.  Only a microdisplay will work for Augmented Reality and Mobile Media. Nobody will walk around with a Dive Mask, no doctor, no forktruck driver, no pilot, no commuter, no anybody dangling from their belt or taking up most of the room his her purse. It's ludicrous and only makes sense if you consider gaming the only addressable market out there where large panel and micro displays are in competition. It's large panel that has a unique application, Virtual Reality in the Metaverse. A lot of people may use it but like Zachary said when asked what Facebook's purchase of the Oculus Rift meant,"The Rift is the rift between $2 Billion and something of value."  Yuval if you spend your life in an Industrial Park in Columbia Maryland you may come to think of the world as an Industrial Park in Columbia Maryland. Don't let yourself get Zuckerberged.

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