Tuesday, April 17, 2012

A bit more on VEE, DPO, ORMIT, QuickLogic and Notion Ink

In this post I dig around a bit on this new VEE, DPO, ORMIT and QuickLogic, and summarize what find. I think you should read it even if it's long.

My thinking was simple. This is being pimped on NI's blog so I need to know what this technology is, how proven it is, who else had adopted it, who makes it, what independent reviews say about it and how good the company/ies behind it is/are. And here's a short journey.

Preamble

See this paragraph from the latest post on Adam 2 design

". It is a sophisticated method of dynamic range compression which differs from. …[snip]…  different viewing conditions. ORMIT was developed as a result into biological visual systems, with particular emphasis on the humans."

Guess what? It’s almost a cut-paste from here - the original paragraph from this 2008 / 10 Quicklogic whitepaper reads as follows

"It is a sophisticated method of dynamic range compression (DRC), which differs from conventional methods such as gamma correction in that it applies different tonal and color transformations to every pixel in an image. These algorithms implement a model of human perception, which results in a displayed image that retains detail, color and vitality even under difficult viewing conditions. VEE technology specifically addresses the problem of the low contrast ratio of mobile displays to bring a more television-like viewing experience to mobile devices. (Later in the paper)... ORMIT was developed as a result of research into biological visual systems, with particular emphasis on the human."

It's kind of funny that he cut-pastes the paragraph and then makes some mistakes CEO style. See the bolded words for differences - they're subtle. Hey Rohan, at least link or mention the source when you copy things almost verbatim from your "partner's" whitepaper.

So, with that behind us, I looked into a bit more about VEE/DPO. Just like the cheerleading chicks on the blog, I too thought perhaps this is some great tech that a company like NI could rely on because of a proven background etc (you know, important given the history of incompetence, you'd think they would choose tech and partners wisely). But then I'm not too sure anymore because this is what I found.

1. The whitepaper was first written in 2008 with an update in 2010. So it's at least 4 years old  (see last page of whitepaper). The algorithms and discussions are since 2006

2. I did some searches to understand who else uses it, who is talking about it, what independent reviews say etc. considering the white paper is 4 years old, and here's what I found

·           VEE Visual Enhancement Engine - and hmm... first 2 links are Quicklogic's own promo material. And the 3rd link is Notion Ink's blog post?!

·         Now try VEE DPO for the last 1 year and my blog is the second link?!! WHAT?!

·         Now try ORMIT retina and a student paper is 1st, Notion Ink blog is the second link?! The more worrying aspect is that a search for ORMIT with its full expansion “Orthogonal Retina-Morphic Image Transformgives us only 13 unique results, a few of which are quicklogic and Notion Ink, and the oldest dates to 2006.

What did I miss? Why am I not seeing a bunch of articles, examples, reference designs - it's either Quicklogic promo or this and that, nothing specifically exciting or demonstrative? And NI's blog and my blog are on the first page for even basic searches? That can't be good!

So now I’m trying to find a proper reference and a review. And I find two products that appear to have VEE and DPO – and that’s Kyocera’s DIGNO mobile and Pantech South Korea’s Vega 5 Tablet Phone. Heard of either product? Neither had I. So I dig a bit more.

It seems in Oct 2011 Kyocera released its DIGNO mobile with VEE/DPO which sounds exactly like what Rohan Shravan has been talking about. First of all - Kyocera? Meh. That's it? Dig around QuickLogic's press releases and that's all you will find relevant in the last 1 1/2 years.

Alright, fine, Kyocera's DIGNO is our first real reference, so what can I find about DIGNO? You can do your google searches and it's all pretty disappointing really. Mostly press releases and re-blogs and barely any fresh independent review of the phone - which isn't unusual for a phone limited to one market (Japan), and is just a middle-rate phone.

·         It was released only for the Japanese market in Dec 2011. Not available anywhere else

·         I can't find one full independent review of the device, and more specifically one which says how its display (which is AMOLED) is much better because of VEE

·         I found 1 thread talking about it and the guy says "Not top of the line at all, but it'll hold me over for now."

Phone looks like crap though, but that irrelevant to the discussion. There's nothing in the thread talking about quality of display. I mean, it's a me-too, also-ran, kind-of-in-the-middle forgotten-already phone created by a meh smartphone company. Not inspiring.

Then I move on to Pantech Co's tablet phone, which is apparently the first high volume order - and this is from July 2011 (10 months ago) and it has VEE and DPO, the same tech that NI's Adam 2 will sport 1 year from now (if at all)

OK, what about Pantech? Can we find something about Pantech's tablet phone? Did it wow the critics? Is it a blockbuster? Is the display a killer feature? And here’s what I find after some painful searching.

It seems that the phone-tablet with VEE and DPO is the Pantech Vega 5 released in South Korea. And I can't find a single full-fledged post-release review of the device. But here is a pre-release review  and here's another review, but says nothing about whether the display is anything worth writing about. Search for it, and you hit more Quicklogic PR's and some pre-release garbage. It's probably a hit...nowhere. Sure some people in South Korea purchased it, I guess.

By now I’m bummed, this is all pretty lame if you ask me, so I try to get more data out of Pantech’s website, but good luck with that. It's a horrid site and searching for Vega 5 gave me 0 results and I can't find it in the product list. If you can, let me know.

So, the round-up? Two barely heard of devices from two "yeah whatever" companies (As far as the tablet market goes), neither from US or Europe, with barely a review of the display capabilities. Now that sure stirs up confidence. Deja vu? All the pre-release hype of PQi and camera capabilities and batter capabilities of Adam 1?

OK, so I’ve spent time trying to get a background on the tech and who else uses it. It was time then to move on to the company that Notion Ink is calling it’s “partner”

Quicklogic. 

This is a ~$21 M (revenue) company, a quick latest coverage is here - revenues down 40% YoY, Net profit margin -72% (Q1 2012), known # of employees 81 (they're smaller than NI if you believe Rohan Shravan's story about having 100+ employees *smirk*)

Now here's a quote from a Bloomberg report - "“They are in Kyocera and Pantech, but it’s all non-U.S.,” Khorsand said. “They are looking for any kind of win.” Is Notion Ink "any kind of win?"

Here’s something more interesting – in this 2010 article we hear that QuickLogic has 10 reference designs with VEE/DPO. The author also says that in the future VEE/DPO will be a standard etc. etc. And yet fast forward three years to 2012, we only know of two barely heard of products and VEE/DPO is nowhere near standard. Ask why? If this gave such a dramatic competitive advantage, why hasn’t anyone else used it? Why? You can also read that back in 2008 the QuickLogic CEO stated that Nokia is interested in VEE. This was four years ago! Why hasn’t it widely been adopted then?

When something isn’t adopted for that long in a booming market with many, many entrants and existing players, it is usually not a good sign.

So here’s what I’m thinking at this point.

A company that failed in its first execution is now relying on a technology that is hardly proven and marketed by a small, kinda struggling company that has been trying to sell it for years, not very successfully, and adopted by two products that are barely known and not even available outside Korea and Japan. Yes, gentlemen and cheerleaders, that’s what it is. Don’t spin it in any other way. Does it mean QuickLogic's technology is crap or a failure? No, it doesn't mean that. It means it's still not widely adopted after years and that's something to be very cautious about. We don't know "why" because if something could extend battery life, give better viewing conditions, one would think it would be grabbed by now.

I would do a turnaround if I could only find one really proven, blockbuster product that used this tech, and I can't.

And guess why Quicklogic is “partnering” with Notion Ink? The same reason Pixel Qi probably did. They need someone to carry their tech so they can talk about it.

Now consider that Adam 2 probably won’t be out until the end of this year, assuming whoever is "intelligent" enough to keep funding them, and it will have an unproven technology on a lower res screen, and will face a market already pampered by beautiful displays. I just don’t get it. And if it doesn’t work, hey let’s blame QuickLogic now. Like blaming Pixel Qi.

Finally, in his blog post, the CEO of Notion Ink says “Once ready, I will share videos on this, comparing the best know devices around."  I am really, really looking forward to seeing this in real working situations.

What should you ask on Notion Ink's blog after their next post? Ask who else is using it, and for independent reviews of those devices. Maybe I missed some, who knows? If QuickLogic is really a "partner" surely they can share more with Notion Ink.

Joseph Ducreux - VEE DPO is greatest tech of this generation coz im tellin you so

11 comments:

  1. This is deja vu all over again, but there seem to be only four or five delusional ones remaining out there. Next, we might see Rohan Shravan standing outside psychiatric clinics trying to sell the tablets to those large hearted people who could help an underdog startup out. You know, just like the Michael Cain and Steve Martin pair in Dirty Rotten Scoundrels.

    By the way, who could his pair / foil be?

    ReplyDelete
  2. Great read!. Unfortunately, 4-5 cheer leaders are too blind to understand. History has shown that every now and then, Rohan comes up with a new "Partner" and some high tech jagron to keep these bunnies happy. You never know if tomorrow he can declare "JKSaur" as a partner.
    you are doing a great job and keep it up.
    Rohan can stoop to any level like declaring non existing partenships, hibernations, and blaming his other hand, upset stomach, Google, NVidia, weather, Obama, Indian excise, Jusin Bieber for the debacle.
    Still waiting to buy your MADAM tablet, :).

    ReplyDelete
  3. By the way, this is really good research! Congrats! You should contribute to Groklaw.

    ReplyDelete
  4. Exellent article, and some awesome research. My thoughts exactly, how this bottom run tech make a difference, or even put a dent to the tablets that started later, but got everything right, including, shipping, marketing and more. Seeing the way how Notion Ink has done business uptil now, I am even surprised they got these players to trust them. Not for long though, for the Dr Hyde part of the CEO will surely pop up, by then it will be too late.

    ReplyDelete
  5. <>

    Actually we do know why VEE/DPO has not been adopted in mainstream yet... it was originally designed to work with QCOM Snapdragon (QUIK has a reference design with QCOM for Snapdragon) which used MDDI display interface. As part of QCOMs settlement with NOK they agreed to abandon MDDI in favor of MIPI... this left QUIK out in the cold (except for a few designs with RGB-MDDI display interface requirements) for a period but they have just now released their new ArcticLink 3 chips with VEE which now support MIPI and LVDS displays. They have also demo'd an iPAD with a hacked into the display path so that the video signals run through VEE and the improvement to the iPAD display is amazing. 2012-2013 could be a real exciting time for QUIK.

    By the way all of this information is available to anyone doing real research and not just snark.

    ReplyDelete
  6. Well, hello there, all's good at QuickLogic I hope?

    I asked "why" in my blog because I couldn't find a reason, and all I found - I linked my source. So it's perhaps entirely correct that my research isn't adequate and I did say if someone else knows more they can share that information.

    And then you come along all high and mighty calling me snarky and that "we know why VEE/DPO has't been adopted", I don't know who the "we" refers to - QuickLogic? Notion Ink? Just general readers? And yet you fail to leave a single link that provides me and the readers a source to your information. So how about coming back and adding a bunch of sources so we can all educate ourselves more? If I were real snarky I would just moderate your post out, and I didn't do that - did I?

    From your comment it seems like you have a soft spot for QUIK, good for you, and I hope they do well and it's all as wonderful as you say it is. Unfortunately our experience with the partner "NI" hasn't been all that rosy so I have to be skeptical with what they announce ;)

    ReplyDelete
  7. I'm unaffiliated with QUIK, the "we" refers to anyone who has researched QUIK beyond a few google searches. All of my information/insights into the recent company history are gleaned through company conference calls etc. all available on the company's website. Sorry for the use of "snarky" but calling Pantech and Kyocera "yeah whatever companies" is what... informed analysis? Any idea the market share of those companies in their respective markets?

    Further, the heart of Quicklogic's VEE is an algorithm called iridix which is licensed from Apical in the UK. To get a better sense for the commercial prospects of iridix (i.e. VEE) in mobile markets you may want to familiarize yourself with Apical's licensees and the ubiquity of adoption of iridix in other consumer markets like digital cameras, LCD TVs etc.

    I have no idea if "NI" is going to be successful, I doubt it. But the idea that you couldn't figure out QUIK's prospects by doing a few google searches speaks to your shortcomings as an analyst not theirs as a technology partner.

    ReplyDelete
  8. "Quik's" prospects? Prospects are just that - prospects, and often remain so for years. These prospects should have been great 3 years ago too. Anyway, I will agree that I missed the connection between Apical and QUIK - and it was there in the releases (I missed the paragraphs that mentioned the association). Also on the question of "market share", what someone's "market share" is an irrelevant question - it's more "what is their market share in XXX category", and in the rapidly evolving tablet segment even that's less relevant just as HP's ink market share is relevant to their share in tablets or Kyocera's in ceramics. Neither Kyocera or Pantech are world leaders in tablets, unless you're seriously telling me that. My comment was clear about their leadership in the tablet market which is a different beast.

    Anyway, I'll close this at that, but thanks for pointing out what I missed. Everyone can read the comments.

    ReplyDelete
  9. Wait do JK now has to listen to conference calls in order to opine (rightfully) that technology is unproven?

    And um, Kyocera might have numbers but they are not relevant in the personal device space outside of Asia. It isn't Samsung (though it tried back in the early 2000s). And it's one Kyocera model that isn't even made anymore. Not a longterm contract.

    Get real.

    ReplyDelete
  10. Some news to look over, has some serious GEEKs saying.......

    World Premiere of the PoP Video Pico Projector from Micron

    is brand new device utilizes QuickLogic's visual enhancement engine (VEE) technology, which enhances the contrast and viewability of the projected image - making it appear up to twice as bright as comparable projectors! We've been reporting on QuickLogic for some time now -


    every company in the pico projection space should be talking to QuickLogic.

    Is there serious interest?

    http://www.engadget.com/2012/05/03/pop-video-pico-projector-for-iphone-ipod-touch/

    And scroll down through the comments.

    http://www.thepopvideo.com/popvideo/index.aspx

    Picopro site on the QUIK technolgoy

    http://www.picopros.com/


    I did a really quick test of the VEE technology - it's REALLY cool. I plan to do some more in-depth stuff soon. Showcase the impact of VEE, etc..............................

    The QUIK/Apical algorithm is eloquent and it is just what they say above. There will be more
    from them as the year moves in Smartphones, tablets, and Picos. The hack job on them is not warranted no matter what NI has done to you.

    ReplyDelete
  11. Don't like the regional tier 1S then consider

    within North America and Europe on or before June 1st. Orders to Asia will be shipped in July.

    If the Apple enthusiasts are not enough then

    PopVideo,
    Are you planning an Android MHL equivalent?
    Yes, that is in development. HDMI connection. Target release is Fall '12

    Micron is bringing the QUIK/apical algo to the front of the discussion. Micron is speaking here...

    VEE technology is based on 20 years of research on the human eye and how we perceive color. Using Vee, our ANSI Lumen output of ~5 is boosted to an Effective Lumen output of 10! Contrast is also subject to the same benefit taking the base ratio of 300:1 much higher and is controlled by the user. All the while, our color saturation and resolution beats anything in the marketplace. Our message is, seeing is believing.

    market data

    The market, which consisted about 10 models and sales of few thousand units in 2008, is forecast to witness a tsunami of new model launches and follow a steep growth trajectory to reach sales of more than 97.5 million units by 2017 as stated by the new market research report on pico projectors. Technological advancements in miniaturization of projector modules,

    Readers of this thread should track this story along and consider that the QUIK hack job issimply not warranted.

    Thanks for the consideration.

    ReplyDelete

Thanks for your comments. I try to publish all comments so long as I feel like it based on my set of rules for acceptable comments. Those rules keep changing in my mind.