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标题: iTV给光学镜头应用带来的可能市场 [打印本页]

作者: update    时间: 2012-3-3 22:59
标题: iTV给光学镜头应用带来的可能市场
苹果Apple继杀手级iPhone和iPad之后,可能即将于2012年第二季到第三季间、再推出iTV继续扩展智能型应用市场商机?尽管目前Apple对于这项新产品保密到家,甚至连iTV这个名称都是外界自己定的,到底新产品的规格、尺寸、功能、配备有哪些特性,

都仅止于市场传闻。不过,值得注意的是,如果这款新产品(暂且称为iTV)可能会搭配像任天堂游戏机Wii或微软Kinect一样透过手势感测操作的镜头,对于既有光学镜头大厂来说,将会是个令人期待的新机会。

一般认为,以Apple的iPhone和iPad既有光学镜头供应链来说,已经有长期合作关系的大立光和玉晶光,若能在新应用技术发展持续突破,未来承接电视镜头新订单的机率仍然高。如果iTV推出后,也能像iPhone、iPad带动智能型手机、平板计算机大风潮一样,加速推动新世代智能型电视的需求成长,全新的电视应用市场,对于光学镜头厂商来说,更是一股可观的新动能。


尤其大立光先前其实也已通过微软Kinect镜头的认证(只是后来微软Kinect销售情况不如预期,导致无法放量出货,后来还是以新巨科,在技术上,被认为已有一定基础。但整体来说,即使技术可行,届时谁能真正接获订单,还是要看个别厂商的良率、成本、量产能力而定。

面板部分,根据市场多方消息的说法,Apple可能推出的iTV(暂称),可能会采用日本夏普Sharp或韩系面板厂商(如Samsung)的面板,至于采用的面板显示技术曾经先后传出AMOLED和TFT-LCD,一般认为,如果苹果打算向Sharp购买面板,可能就是采用TFT-LCD,而Sharp旗下主要生产大尺寸面板的产线为8代线和10代线,以8代线和10代线经济切割尺寸来看,诸如32吋、42吋、46吋、55吋、60吋、65吋都被传出有可能。

如果iTV打算要采用AMOLED面板,那么苹果就只能向韩厂购买。但以苹果和三星攻防的态势来看,要在重要新产品的关键零组件上达成如此密切合作,再加上AMOLED电视在2012年底前的价格、被预估将至少是同尺寸LCD TV价格的5倍,以此推测,苹果新电视采用AMOLED可能性似乎又不高。

随着智能型手机、平板计算机的市场商机明朗化,在投资市场的题材性也似乎出现趋于疲乏之势,呼之欲出又神神秘秘的iTV,让各界对于电视市场可能掀起的一场全新革命,备感期待。

尽管iTV到底多大?有哪些功能?有什么特色?是否人声操控、手势感应操控?是否全触控屏幕?是否有3D显示效果?一切都还仅止于市场传闻,并且韩系大厂三星早已推出智能型电视,只是碍于价格、推广初期等因素,至今还只能算是萌芽期。不过,如果智能型电视市场能挤进苹果迷,市场规模或许很快就会变大,这是市场期待之处。

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作者: nkclone    时间: 2012-3-6 12:44

作者: opens10dn    时间: 2012-6-21 23:16
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