Does Moore's Law apply to flat panel displays?
While Moore’s law for semiconductors might not directly apply to the flat panel display industry, many have sought to develop parallels regarding performance growth.
A great example is Wang’s “Survival Law” or simply “Wang’s Law”, developed by Dongsheng Wang, the chairman and founder of BOE Technology Group. Wang’s Law for the display industry says that panel‐performance metrics must be doubled (at least) every 36 months for a given price point, and that this cycle is being shortened.
Panel performance is driven primarily by the 3 R’s: Resolution, Refresh, and Range. Since the early 2000’s the industry focus has primarily been on resolution.
As Claude Leglise, vice president of Intel Capital at the time, said in 2001, according to a Computerworld article “Moore's Law? Not for computer displays” by Douglas F. Gray:
"Electronics displays are stuck at around 2 megapixels,"
"There is a major opportunity in creating technologies and businesses in this area, where we can offer better resolution, better pictures and still have so much more room to grow."
"And in five years, we want to see a 10 megapixel display for $2,000."
Fast forward to 18 years to 2019, and resolution is still king, when it comes to driving demand. 8 megapixel (i.e 4K or UHD) displays have dropped in price substantially since hitting the scene and 32 megapixel displays (i.e. 8K) are on the way.
To be fair, refresh rate and pixel dynamic range have also improved a lot, but you might say they have been dragged along for the ride. They have not driven the market like the transition to HD and then UHD did, and the coming 8K wave is expected to.
If we think 36 months ahead from today, and then 36 months beyond that, and ask ourselves what technologies will be critical to doubling, and then quadrupling panel performance, it is clear that resolution alone cannot sustain. The world is not ready for 32K TV, and won’t be for a while. Resolution can no longer be emphasized over refresh rate, range, and power consumption.
The Amorphyx technology road map reflects this belief. Our goal is to help display manufactures achieve 8K resolution using our high mobility AMeTFT devices and then move beyond into low power, high-contrast, and emmissive technologies that enable them to drive demand for their products and capture market share.