Lecture 3 13/10/11
Position Data Display in Industry • http://www.ledsmagazine.com/features/8/9/10 • large-area display (LAD) industry • Pricing has dropped dramatically in the past 15 years from $33,000 per m2 for a 30-mm system to $1,500-3,000 per m2 for a 20-mm system • Proportionally lower revenues and profits for LAD suppliers • region of $1.0-1.5 billion annually
Useful Links • http://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action.html • http://www.youtube.com/watch?v=sYbjPqytDFM • http://www.youtube.com/watch?v=4lpPipvmdu4&feature=related • E Ink Related Stories • http://www.amazon.co.uk/Kindle-Wi-Fi-6-Ink-Display/dp/B0051QVF7A/ref=amb_link_161274487_2?pf_rd_m=A3P5ROKL5A1OLE&pf_rd_s=center-1&pf_rd_r=0PKW7G63H34WEA2BR2P5&pf_rd_t=101&pf_rd_p=255351527&pf_rd_i=468294 • http://news.cnet.com/2100-1041-5178854.html • http://www.xconomy.com/boston/2009/02/27/is-e-ink-working-on-hearsts-new-e-reader/ • http://www.sonyinsider.com/2010/09/14/sony-shows-off-prototype-flexible-electronic-paper-display/
E Ink • In December 2009, E Ink merged with Taiwan based Prime View International (PVI), E Ink’s development partner since 2005 and its largest customer. • This merger enables the new company to leverage an extensive IP portfolio, experienced employee base, advanced technology, and production expertise to rapidly expand its EPD business and to develop new markets. • Today E Ink/PVI is the global leader in the electronic paper display industry.
E Ink Case – Overview • Strong IP position • Strong team • Credible Supply Chain • Established lead customer – Sony • Ability to raise capitaland find R&D
EInk • Strong IP • Strong Team • Built Supply Chain/Ecosystem • Raised finances • Lacked product focus • Lacked market focus • Stopped R & D at crucial point • Failed to deliver product radio paper Good Moves Questionable Moves
CA 50 Marks Innovative Idea – Must be Technology • Report due Friday 3rd December (2,500 words) • Proposed Structure • Outline the scope of the idea • Is the industry attractive? Who? What? Why? • Is the market attractive? Who? What? Why? • Who are the team? Who? What? Why? • Where is the ‘value’ in this product/service? • How do you plan to operationalize this idea?