Paul Gagnon with research firm DisplaySearch this afternoon offers some thoughts on the the “Retina Display” technology unveiled by Apple (AAPL) yesterday in announcing its latest version of the iPad.
Gagnon takes a subtle jab at the technology, noting that the the display has a lower pixel density — 265 pixels per inch — than the iPhone — 326 pixels per inch — writes that the term Retina Display is “a marketing term with no specific definition,” and therefore Apple is “able to use it how it wants.”
Anther term he thinks is experiencing semantic drift is the term “IPS,” referring to the iPad camera. That stands for “in-plane switching,” a way of making images better when viewing a display at oblique angles. “However, it is likely that some of its suppliers are using fringe field switching (FFS) rather than IPS.
“So, perhaps Retina Display really means ‘high performance display,’” writes Gagnon.
Gagnon, who speculates that Sharp (6753JP), Samsung Electronics (005930KS) and LG Display (LPL) are all suppliers, says Sharp has has trouble making the displays in volume, so Samsung and LG seem to be in the pole position.
Gagnon also notes this fascinating tidbit: because of the doubling of pixel density, and the resultant smaller “aperture ratio,” “Our research indicates that the iPad 3 panel has at least twice as many LEDs than the iPad 2, which had 36.”