Advanced display technologies demonstrate significant market potential.

Various display innovations, including printers, CRT, LCD, and OLED, have been key drivers of growth in the technology sector for an extended period.

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This prominence is due to graphics processing being the most bandwidth-intensive computational task, even in the era of artificial intelligence. Consequently, other hardware components such as processors, memory interfaces, storage systems, and network infrastructure have had to evolve to meet these demands.

Data compression algorithms have the potential to reshape this landscape. Companies like NVIDIA and AMD could potentially expand their market share in enterprise applications by leveraging their expertise in accelerating video encoding and decoding processes. Compression technologies have influenced the feature sets of client device processors and reduced network bandwidth requirements.

The true potential of display technologies lies in their application to real estate. Industry professionals recognize that visual enhancements, such as strategic painting, can increase property values. Similarly, integrated display systems can significantly improve aesthetic appeal with cost-effective, high-luminance surfaces.

Reality glasses serve as an effective complement to traditional displays, offering interactive capabilities while maintaining display simplicity and cost-effectiveness. While reality glasses are highly personalized devices, standard displays are likely to drive growth in B2B markets, which represent a market potential 4-5 times larger than the personal technology sector. This is particularly relevant in retail and marketing applications, where short-term, shared-space usage limits the practicality of personal reality devices. However, reality glasses may still capture the high-end personal device market, which is typically constrained to single-digit growth rates in line with GDP, with potential exceptions in the gaming sector.

Network infrastructure will need to evolve to support these display advancements. Fiber optic networks have seen slower development due to improved codec efficiency and enhanced client-side semiconductor support, which have moderated demand growth. Cloud computing presents a natural ecosystem for such edge devices to flourish, reducing support costs and eliminating the need for frequent hardware upgrades. Limited network bandwidth and support considerations suggest that on-premises edge cloud solutions will be instrumental in driving B2B device adoption in this space.