We have just published our 2024 DVN Study; starting today, you can get it on the DVN website. The subject: ISD, Interactive Social (or Signalling) Displays. Last year we decided to cover this new technology coming mainly from China and new EV makers, like Human Horizon, Avatr, and IM Motors. What technologies are deployed, for what purposes; what are the regulatory limitations, what are the costs and estimated take rates in five years?
To build the study, DVN senior experts collected a great deal of information from a variety of channels, including a lot of events—CES, Beijing Autoshow, ALE, ISAL, VISION, and of course our own DVN workshops—and interviews with important automakers, set makers, light source tier-2s, and universities.
A lot of new agents are joining the game, especially from the display world, with new LED ICs and technology and smaller packages. MiniLED technology seems to be the preferred technology for monocolour and RGB applications. There are more and more vehicles with ISD, and more and more participants in the resultant ecosystem, driving more and more volumes, driving down costs. These developments seem to be right on time; the first miniLED applications were seen for exterior displays about 10 years ago, if I recall correctly.
Last week I saw new applications from generalist automakers GAC, Mahindra and Nissan, which confirms that ISD and exterior displays are not limited to new EV makers and are expanding to markets beyond China. Differentiation of this nature, and the possibility to communicate with other road users, are growing more and more important.
The DVN Shanghai event starts tomorrow with a dedicated session about ISD and miniLEDs, including 16 really interesting lectures. This is one of main hot topics right now for the vehicle lighting supply chain, and the DVN team is hard at work covering it for you!
