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Pre-CES

1/4/2022

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Pre-CES
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​Rather than go through innumerable press releases extolling the virtues of new products that have been pre-announced before the CES 2022 show, we thought it better to wait until the reality that many of the items announced are not currently available (demos, prototypes, etc.) or look a bit less exciting when OLED details are given or the product is actually viewed.  One such announcement from Taiwan based panel producer Innolux (3481.TT), who is ushering back in the world of 3D displays, although this time without the glasses that were an integral part of the 3D viewing experience and a great hindrance to its development in the past.  These “N3D” (Naked 3D) panels are shown in the promotional video as providing images that are inches or feet from the screen and in some cases hovering overhead, a difficult achievement without special optics or projectors.
https://youtu.be/0BgZvgoE8XI
But the biggest problem for many of the new items released (actually ‘announced’ would be more accurate) is both the lack of delivery dates and more so, the lack of price.  CES is a place where companies can show the glitz and glamor of their products without much of the recourse that follows and actual product release and consumer feedback, so we take most announcements with a grain of salt and wait until there is an actual product to look at before making any judgements as to the validity of the product or the technology.  We expect key buzzwords at the show this year to be “Metaverse”, “Mini-LED”, “VR”, “NFT”,and more quietly “Supply Chain”.  Based on Google (GOOG) search requests on a global basis for the period between December 26, 2021 and January 1, 2022, “Metaverse” had a search interest of 100 (the maximum) as did “VR”, with “NFT” down slightly to 94, while “Supply Chain” has dwindled to 49 and “Mini-LED” to 0, although the latter peaked at 100 as recently as late November 2021.
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