Today's Presenter


                       Phillip Wright, Ph.D.
                       Intertech Pira Consultant
                       Chief Analyst and Managing Director, WRT Associates, LLC



•   Dr. Wright is a highly experienced technical executive with an extensive background in
    semiconductor, electronic, optical, display and optoelectronic technology development
    leading to new products and businesses.
•   WRT Associates provide technical consulting and market analysis for emerging
    technologies.
•   Prior to founding WRT Associates, Dr. Wright managed display technology at Motorola
    and was Founder and Director of Process Development and Device Manufacturing of
    Lytel Incorporated, a start-up optoelectronics firm.
•   Dr. Wright began his career at Bell Laboratories in Murray Hill, NJ and received the B.S.
    degree in Engineering from Purdue University, and the M.S. and Ph.D. degrees in
    Electrical Engineering from the University of Illinois




                                             1                                             May 11, 2011
The Future of Interactive Displays

Technologies, Applications, Industry and Markets

                   Phillip Wright, Ph.D.
                Intertech Pira Consultant
         Managing Director, WRT Associates, LLC
                philwright@wrtassoc.com
                 www.wrtassociates.com
                    +1-970-219-8800




                                                  May 11, 2011
Agenda

• Announce a New Report from IntertechPira
   – “The Future of Interactive Displays to 2016”
• What are Interactive Displays?
• How are they changing?
• What difference will they make?
• Interactive Display industry structure
• Market Outlook for Interactive Displays
• Key Interactive Display trends
• Interactive Display applications
• New opportunities for Interactive Displays

                                3                   May 11, 2011
Report Scope
               “The Future of Interactive Displays”
•   Interactive Display Industry Overview
     – Definition
     – Technology, Applications and Markets
•   Key Drivers and Trends
     –   Display Technologies
     –   Large Format Display Approaches
     –   Input Output Technologies
     –   Role of Software
     –   Human Interface Considerations
•   Applications of Interactive Displays
•   Interactive Display Industry Structure
     – Business Models
     – Market Segmentation
     – Supply Chain and Competitive Landscape
•   New Market Opportunities
•   Interactive Display Market Outlook 2011-2016


                                           4          May 11, 2011
What are Interactive Displays?

• Interactive Displays are not just information displays with
  an integrated touch screen for input
• Interactive Displays are becoming
   – More complex with multiple input and output modalities
   – More diverse and with more diverse applications
   – More widely appreciated and applied




                                 5                            May 11, 2011
What are Interactive Displays?

• Interactive Displays are not just information displays with
  an integrated touch screen for input
• Interactive Displays are becoming
   – More complex with multiple input and output modalities
   – More diverse and with more diverse applications
   – More widely appreciated and applied
• Interactive Displays will see growing market
  opportunities




                                 6                            May 11, 2011
What are Interactive Displays?

• Interactive Displays
   – Are any dynamic information display that involves the user or users in
     direct interaction with the displayed information
   – Are not static
   – Are not used for generally passive viewing
• Displays are made interactive through the addition of input
  and output devices
   –   Game controllers
   –   Touch screens
   –   Voice, gesture, facial recognition
   –   Actuators - speakers, haptic/force feedback
• Interactive displays require integration of electronic hardware
  and software
   – Processors, Memory, Networking
   – Operating system and application software



                                      7                                 May 11, 2011
What are Interactive Displays?

• Examples of interactive displays include
   –   Automated teller machines
   –   Credit card signature terminals
   –   Video games
   –   Check-in kiosks




                                                       Sources: Atari, Frontier, Delta

• These roles illustrate how Interactive Displays can substitute
  machine interaction for interaction with a person

                                         8                         May 11, 2011
What are Interactive Displays?

• Today’s examples of interactive displays
   – Nintendo Wii, Microsoft Kinect




                              Source: Reuters   Source: iRobot

• Users and Consumers will in future increasingly expect that
  they should be able to interact with displays in any setting

                                        9                        May 11, 2011
Interactive Display Applications




               10                  May 11, 2011
Interactive Display Applications




                            Source: NY Times




               11                              May 11, 2011
How are Interactive Displays Changing?




                  12                 May 11, 2011
2010 Interactive Displays Conference




                 13                    May 11, 2011
How are Interactive Displays Changing?

• Sensors, actuators, electronic hardware and software
  are now sufficiently advanced yet relatively inexpensive
  that high performance Interactive Display systems are
  coming into widespread use
• Interactive Displays are becoming systems level
  products rather than components




                             14                        May 11, 2011
What will Interactive Displays be in Future?
• Interactive Displays will address societal
  needs and wants addressing
   –   Communication
   –   Education
   –   Telemedicine            TAM
   –   Entertainment
   –   Advertising
• Today total available market revenue for
  these applications that could incorporate or
  be enhanced by Interactive Displays
  exceeds $600 Billion




                                                 Sources: Cisco, Reuters, NuPhysicia




                               15                                       May 11, 2011
What Difference Will Interactive Displays Make?

 • Outcomes
    – Communications
       • Telepresence systems improve communications and enable
         reduced travel costs and reduced environmental impacts
    – Entertainment
       • Interactive entertainment opportunities will expand providing
         a more engaging experience and perhaps yield improved
         personal fitness
    – Education
       • Instructional systems will better convey complex information
         leading to improved learning and comprehension
    – Healthcare
       • Telemedicine will yield better access to treatment and lower
         health care costs
    – Advertising
       • Improved engagement with customers leading to increased
         sales



                                        16                               May 11, 2011
Interactive Display Industry Structure

• Sectors
  –   Venue Owners and Operators
  –   System Owners and Operators
  –   Networking
  –   System Integrators
  –   Content Authoring and Distribution
  –   Software Providers
  –   Hardware/Device Manufacturers
  –   Researchers




                                 17            May 11, 2011
Interactive Display Industry Sectors

              Sector                                Role/Function

                              Public Venues, Sports, Transportation, Events and
Venue Owners and Operators    Exhibitions, Gaming Arcade, Museum, Educational and
                              Training Institution, Cinema
System Owners and Operators   Outdoor and Indoor Advertising
Networking                    Wired and Wireless Networking Services
System Integrators            Integration of Display System Solutions
Content Authoring and
                              Digital Signage Content
Distribution
                              Application Software, Middleware, Content Development
Software Providers
                              and Management, Operating System (OS) Software
Hardware/Device
                              Displays, Input/Output Devices, Networking, Wireless
Manufacturers
Researchers                   Interactive Display Research and Development




                                          18                                          May 11, 2011
Market Outlook for Interactive Displays

• Identify key Interactive Display market segments
• Discuss the total market size for the key market
  segments
• Analyze the penetration of Interactive Displays in these
  segments
• Examine the forecast revenue for products and services
  incorporating or enabled by Interactive Displays




                            19                        May 11, 2011
Market Outlook for Interactive Displays

• Key market segments
   –   Mobile Devices
   –   Entertainment
   –   Digital Signage
   –   Educational, Training, Exhibit, Industrial, and Institutional
   –   Telemedicine
   –   Telepresence
• Today some penetration of Interactive Displays in each
  of these segments
• Degree and Rate of penetration of Interactive Displays
  varies by segment



                                     20                                May 11, 2011
Interactive Display Market Segments

          Market                                       Platform

                           Mobile Phones, Portable Media Players, Portable Gaming
Mobile Devices             Platforms, Digital Cameras, Tablet PCs, Notebook PCs, Unified
                           Mobile Device
Entertainment              Cinema, Home Theater, Out of Home Venues, Gaming
                           Advertising, Retail, Point of Sale, Merchandizing, Public
Digital Signage
                           Information Displays
Educational, Training,
                           Classroom education, Exhibits, Collaboration, Training,
Exhibit, Industrial, and
                           Simulation, Marketing
Institutional

Telemedicine               Diagnosis, Patient Education, Collaboration, Training
                           Collaboration, Robotics, Interpersonal and Group
Telepresence
                           Communications




                                           21                                              May 11, 2011
Market Outlook

• Total global revenue (TAM) for key market segments

                           450
                                                                           Mobile H/W - Devices &
                           400                                             Infrastructure
                                                                           Mobile Application Software
                           350
     Revenue ($ Billion)




                           300                                             Mobile Advertising

                           250                                             Entertainment
                           200
                                                                           Digital Signage H/W & S/W
                           150
                                                                           Digital Signage Advertising
                           100
                                                                           Telemedicine
                           50
                            0                                              Telepresence
                                 2009 2010 2011 2012 2013 2014 2015 2016




                                                           22                                            May 11, 2011
Market Outlook

• Total global revenue for key market segments (Detail)

                            45
                            40
                            35
      Revenue ($ Billion)




                            30
                                                                           Mobile Advertising
                            25                                             Digital Signage H/W & S/W

                            20                                             Digital Signage Advertising
                                                                           Telemedicine
                            15
                                                                           Telepresence
                            10
                            5
                            0
                                 2009 2010 2011 2012 2013 2014 2015 2016




                                                         23                                              May 11, 2011
Interactive Display Market Outlook

• Market Penetration of Interactive Displays by Segment

                                             100%                                             Mobile H/W - Devices &
                                             90%                                              Infrastructure
       Penetration of Interactive Displays




                                                                                              Mobile Application Software
                                             80%
                                             70%                                              Mobile Advertising

                                             60%
                                                                                              Entertainment
                                             50%
                                                                                              Digital Signage H/W & S/W
                                             40%
                                             30%                                              Digital Signage Advertising
                                             20%
                                                                                              Telemedicine
                                             10%
                                              0%                                              Telepresence
                                                    2009 2010 2011 2012 2013 2014 2015 2016




                                                                           24                                               May 11, 2011
Interactive Display Market Outlook

• Market revenue incorporating and enabled by Interactive
  Displays




                            25                       May 11, 2011
Interactive Display Market Outlook

• Market revenue incorporating and enabled by Interactive
  Displays (Detail)
                           14

                           12

                           10
     Revenue ($ Billion)




                                                                          Mobile Advertising
                            8                                             Digital Signage H/W & S/W
                                                                          Digital Signage Advertising
                            6
                                                                          Telemedicine
                            4                                             Telepresence


                            2

                            0
                                2009 2010 2011 2012 2013 2014 2015 2016




                                                          26                                            May 11, 2011
Summary

• Interactive Display systems combine displays, I/O
  devices, electronic hardware and software to provide
  users a more engaging experience
• Users understand Interactive Displays and are coming to
  expect displays to be interactive
• Substantial growth opportunities for Interactive Displays
  at the component and system levels
   –   Mobile – Devices & Infrastructure, Application Software, Advertising
   –   Entertainment
   –   Telepresence
   –   Telemedicine




                                      27                                 May 11, 2011
Upcoming Report

• Announcing a New Report from IntertechPira
  – “The Future of Interactive Displays to 2016”
  – Available Date Q2 2011
  – For details contact:
     • Bill Allen, Tel +44 (0) 1372 802 086
     • bill.allen@pira-international.com




                                28                 May 11, 2011
Questions?




Phillip Wright,
Chief Analyst and Managing Director at WRT Associates, LLC



To contact the author:
Tel: +1-970-219-8800
Email: philwright@wrtassoc.com
Web: http://wrtassociates.com




                                      29                     May 11, 2011

Webinar Future Of Interactive Displays

  • 1.
    Today's Presenter Phillip Wright, Ph.D. Intertech Pira Consultant Chief Analyst and Managing Director, WRT Associates, LLC • Dr. Wright is a highly experienced technical executive with an extensive background in semiconductor, electronic, optical, display and optoelectronic technology development leading to new products and businesses. • WRT Associates provide technical consulting and market analysis for emerging technologies. • Prior to founding WRT Associates, Dr. Wright managed display technology at Motorola and was Founder and Director of Process Development and Device Manufacturing of Lytel Incorporated, a start-up optoelectronics firm. • Dr. Wright began his career at Bell Laboratories in Murray Hill, NJ and received the B.S. degree in Engineering from Purdue University, and the M.S. and Ph.D. degrees in Electrical Engineering from the University of Illinois 1 May 11, 2011
  • 2.
    The Future ofInteractive Displays Technologies, Applications, Industry and Markets Phillip Wright, Ph.D. Intertech Pira Consultant Managing Director, WRT Associates, LLC philwright@wrtassoc.com www.wrtassociates.com +1-970-219-8800 May 11, 2011
  • 3.
    Agenda • Announce aNew Report from IntertechPira – “The Future of Interactive Displays to 2016” • What are Interactive Displays? • How are they changing? • What difference will they make? • Interactive Display industry structure • Market Outlook for Interactive Displays • Key Interactive Display trends • Interactive Display applications • New opportunities for Interactive Displays 3 May 11, 2011
  • 4.
    Report Scope “The Future of Interactive Displays” • Interactive Display Industry Overview – Definition – Technology, Applications and Markets • Key Drivers and Trends – Display Technologies – Large Format Display Approaches – Input Output Technologies – Role of Software – Human Interface Considerations • Applications of Interactive Displays • Interactive Display Industry Structure – Business Models – Market Segmentation – Supply Chain and Competitive Landscape • New Market Opportunities • Interactive Display Market Outlook 2011-2016 4 May 11, 2011
  • 5.
    What are InteractiveDisplays? • Interactive Displays are not just information displays with an integrated touch screen for input • Interactive Displays are becoming – More complex with multiple input and output modalities – More diverse and with more diverse applications – More widely appreciated and applied 5 May 11, 2011
  • 6.
    What are InteractiveDisplays? • Interactive Displays are not just information displays with an integrated touch screen for input • Interactive Displays are becoming – More complex with multiple input and output modalities – More diverse and with more diverse applications – More widely appreciated and applied • Interactive Displays will see growing market opportunities 6 May 11, 2011
  • 7.
    What are InteractiveDisplays? • Interactive Displays – Are any dynamic information display that involves the user or users in direct interaction with the displayed information – Are not static – Are not used for generally passive viewing • Displays are made interactive through the addition of input and output devices – Game controllers – Touch screens – Voice, gesture, facial recognition – Actuators - speakers, haptic/force feedback • Interactive displays require integration of electronic hardware and software – Processors, Memory, Networking – Operating system and application software 7 May 11, 2011
  • 8.
    What are InteractiveDisplays? • Examples of interactive displays include – Automated teller machines – Credit card signature terminals – Video games – Check-in kiosks Sources: Atari, Frontier, Delta • These roles illustrate how Interactive Displays can substitute machine interaction for interaction with a person 8 May 11, 2011
  • 9.
    What are InteractiveDisplays? • Today’s examples of interactive displays – Nintendo Wii, Microsoft Kinect Source: Reuters Source: iRobot • Users and Consumers will in future increasingly expect that they should be able to interact with displays in any setting 9 May 11, 2011
  • 10.
  • 11.
    Interactive Display Applications Source: NY Times 11 May 11, 2011
  • 12.
    How are InteractiveDisplays Changing? 12 May 11, 2011
  • 13.
    2010 Interactive DisplaysConference 13 May 11, 2011
  • 14.
    How are InteractiveDisplays Changing? • Sensors, actuators, electronic hardware and software are now sufficiently advanced yet relatively inexpensive that high performance Interactive Display systems are coming into widespread use • Interactive Displays are becoming systems level products rather than components 14 May 11, 2011
  • 15.
    What will InteractiveDisplays be in Future? • Interactive Displays will address societal needs and wants addressing – Communication – Education – Telemedicine TAM – Entertainment – Advertising • Today total available market revenue for these applications that could incorporate or be enhanced by Interactive Displays exceeds $600 Billion Sources: Cisco, Reuters, NuPhysicia 15 May 11, 2011
  • 16.
    What Difference WillInteractive Displays Make? • Outcomes – Communications • Telepresence systems improve communications and enable reduced travel costs and reduced environmental impacts – Entertainment • Interactive entertainment opportunities will expand providing a more engaging experience and perhaps yield improved personal fitness – Education • Instructional systems will better convey complex information leading to improved learning and comprehension – Healthcare • Telemedicine will yield better access to treatment and lower health care costs – Advertising • Improved engagement with customers leading to increased sales 16 May 11, 2011
  • 17.
    Interactive Display IndustryStructure • Sectors – Venue Owners and Operators – System Owners and Operators – Networking – System Integrators – Content Authoring and Distribution – Software Providers – Hardware/Device Manufacturers – Researchers 17 May 11, 2011
  • 18.
    Interactive Display IndustrySectors Sector Role/Function Public Venues, Sports, Transportation, Events and Venue Owners and Operators Exhibitions, Gaming Arcade, Museum, Educational and Training Institution, Cinema System Owners and Operators Outdoor and Indoor Advertising Networking Wired and Wireless Networking Services System Integrators Integration of Display System Solutions Content Authoring and Digital Signage Content Distribution Application Software, Middleware, Content Development Software Providers and Management, Operating System (OS) Software Hardware/Device Displays, Input/Output Devices, Networking, Wireless Manufacturers Researchers Interactive Display Research and Development 18 May 11, 2011
  • 19.
    Market Outlook forInteractive Displays • Identify key Interactive Display market segments • Discuss the total market size for the key market segments • Analyze the penetration of Interactive Displays in these segments • Examine the forecast revenue for products and services incorporating or enabled by Interactive Displays 19 May 11, 2011
  • 20.
    Market Outlook forInteractive Displays • Key market segments – Mobile Devices – Entertainment – Digital Signage – Educational, Training, Exhibit, Industrial, and Institutional – Telemedicine – Telepresence • Today some penetration of Interactive Displays in each of these segments • Degree and Rate of penetration of Interactive Displays varies by segment 20 May 11, 2011
  • 21.
    Interactive Display MarketSegments Market Platform Mobile Phones, Portable Media Players, Portable Gaming Mobile Devices Platforms, Digital Cameras, Tablet PCs, Notebook PCs, Unified Mobile Device Entertainment Cinema, Home Theater, Out of Home Venues, Gaming Advertising, Retail, Point of Sale, Merchandizing, Public Digital Signage Information Displays Educational, Training, Classroom education, Exhibits, Collaboration, Training, Exhibit, Industrial, and Simulation, Marketing Institutional Telemedicine Diagnosis, Patient Education, Collaboration, Training Collaboration, Robotics, Interpersonal and Group Telepresence Communications 21 May 11, 2011
  • 22.
    Market Outlook • Totalglobal revenue (TAM) for key market segments 450 Mobile H/W - Devices & 400 Infrastructure Mobile Application Software 350 Revenue ($ Billion) 300 Mobile Advertising 250 Entertainment 200 Digital Signage H/W & S/W 150 Digital Signage Advertising 100 Telemedicine 50 0 Telepresence 2009 2010 2011 2012 2013 2014 2015 2016 22 May 11, 2011
  • 23.
    Market Outlook • Totalglobal revenue for key market segments (Detail) 45 40 35 Revenue ($ Billion) 30 Mobile Advertising 25 Digital Signage H/W & S/W 20 Digital Signage Advertising Telemedicine 15 Telepresence 10 5 0 2009 2010 2011 2012 2013 2014 2015 2016 23 May 11, 2011
  • 24.
    Interactive Display MarketOutlook • Market Penetration of Interactive Displays by Segment 100% Mobile H/W - Devices & 90% Infrastructure Penetration of Interactive Displays Mobile Application Software 80% 70% Mobile Advertising 60% Entertainment 50% Digital Signage H/W & S/W 40% 30% Digital Signage Advertising 20% Telemedicine 10% 0% Telepresence 2009 2010 2011 2012 2013 2014 2015 2016 24 May 11, 2011
  • 25.
    Interactive Display MarketOutlook • Market revenue incorporating and enabled by Interactive Displays 25 May 11, 2011
  • 26.
    Interactive Display MarketOutlook • Market revenue incorporating and enabled by Interactive Displays (Detail) 14 12 10 Revenue ($ Billion) Mobile Advertising 8 Digital Signage H/W & S/W Digital Signage Advertising 6 Telemedicine 4 Telepresence 2 0 2009 2010 2011 2012 2013 2014 2015 2016 26 May 11, 2011
  • 27.
    Summary • Interactive Displaysystems combine displays, I/O devices, electronic hardware and software to provide users a more engaging experience • Users understand Interactive Displays and are coming to expect displays to be interactive • Substantial growth opportunities for Interactive Displays at the component and system levels – Mobile – Devices & Infrastructure, Application Software, Advertising – Entertainment – Telepresence – Telemedicine 27 May 11, 2011
  • 28.
    Upcoming Report • Announcinga New Report from IntertechPira – “The Future of Interactive Displays to 2016” – Available Date Q2 2011 – For details contact: • Bill Allen, Tel +44 (0) 1372 802 086 • bill.allen@pira-international.com 28 May 11, 2011
  • 29.
    Questions? Phillip Wright, Chief Analystand Managing Director at WRT Associates, LLC To contact the author: Tel: +1-970-219-8800 Email: philwright@wrtassoc.com Web: http://wrtassociates.com 29 May 11, 2011