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PC Graphics Shipments Increase 13 Percent in Q4'02

Tiburon, California, January 30 - Jon Peddie Research (JPR) today announced estimated graphics shipments and supplier market share for the fourth calendar quarter of 2002. JPR estimates that approximately 53 million PC graphics devices were shipped from nine suppliers in Q4'02, a 13-percent increase over to the previous quarter. Growth across industry segments was well distributed in Q4'02 as compared to Q3'02, in which segment growth was limited to chipsets with integrated graphics for desktop PC platforms.

"Growth occurred in both the mobile and desktop segments and in shipments of discrete and integrated graphics chipsets during the fourth quarter," said Lisa Epstein, a senior analyst at JPR. "Strong growth in the fourth quarter is typical for the PC industry; however, graphics shipments outpaced CPU shipments by approximately 30 percent during the period, indicating a larger total available market (TAM) for graphics due in part to a strong attach rate of discrete graphics to integrated solutions," Epstein concluded.

The mobile segment led growth in Q4'02, with shipments increasing 25 percent as compared to Q3'02. The desktop segment grew by a more moderate 11% percent Integrated graphics shipments increased by 17 percent and discrete graphics shipments increased by 9 percent during the quarter. However, only five of nine suppliers drove growth in Q4'02: ATI, Intel, Nvidia, SiS, and VIA. Small players were increasingly marginalized with either flat or reduced shipments.

As compared to Q3'02, Nvidia saw a 13-percent increase in graphics shipments in Q4'02 and was the largest supplier of PC graphics devices worldwide, but with a reduced share of the total graphics market. Intel was the second largest supplier in Q4'02, with a 12-percnet increase in graphics shipments and an increased share of the total graphics market. In third position, ATI saw an 18-percent increase in graphics shipments in Q4'02, with a relatively steady share of the total graphics market.

More detailed information will be available in Jon Peddie's Market Watch for Q4'02 beginning in February 2003. An annual subscription is $2750.

Information: Tel: (415) 435-9368, www.jonpeddie.com.

DuPont Displays Merges Polar Vision and DuPont Holographics to Create Display Solutions Business Unit

Wilmington, Delaware, January 27, 2003 - DuPont Displays announced today the formation of the Display Solutions business unit to deliver technologies for improving flat-panel performance in demanding applications. The new business unit combines two DuPont businesses that serve display integrators and OEMs today: DuPont Holographics, a producer of award-winning holographic reflector enhancements, and Polar Vision, a provider of optically enhanced high-performance displays. Peter Compo has been appointed President of the newly formed unit.

Focused on light management, sunlight readability, and ruggedization for extreme environmental conditions, Display Solutions offers products ranging from holographic reflectors, bonded-glass enhancements, and high-brightness backlight systems up to fully-integrated display modules.

The Society for Information Display and Information Display magazine recently awarded Dupont Displays their 2002 Display Material of the Year Silver Award based on the ability of its red, blue, gold, and green holographic reflectors to substantially increase display brightness and contrast, as well as combat glare. Motorola, Samsung, Toshiba, and Fossil have integrated DuPont's holographic reflectors into their products.

As president of DuPont Display Solutions, Compo reports to Chet Pribonic, CEO of DuPont Displays. Compo has 15 years of experience with DuPont, most recently as Director of DuPont Ventures.

In addition to development facilities at DuPont's Experimental Station in Wilmington, Delaware, Display Solutions has two main sites: a state-of-the-art holographic manufacturing and research and development facility in Logan, Utah that also serves DuPont Authentication Systems, and an advanced display development and manufacturing facility in Torrance, California.

Information: www.dupont.com/displays.

HP Has Top Pocket PC Market Share in 2002 

Palo Alto, California, January 27 (Business Wire) - HP continued as the Number 1 Pocket PC vendor worldwide, with more than 52 percent of the Windows® Pocket PC market, according to preliminary results released Monday by Gartner Dataquest.

The data show that HP sustained positive quarter-to-quarter growth sequentially worldwide and remains the Number 2 PDA vendor around the globe when all types of PDA - not just Pocket PC - are considered. According to Gartner, HP shipments totaled more than 1.6 million for the year. From the third quarter to the fourth quarter in 2002, HP grew faster than the overall market, with shipments increasing from 292,850 to 438,069.

HP also reached the 3 million cumulative unit sales mark, a milestone that comes only nine months after surpassing the 2 million mark and only eight months after completion of the merger with Compaq Computer Corporation. The company introduced two new handhelds in fall 2002, including the very thin and light iPAQ Pocket PC h1910 and the iPAQ Pocket PC h5450 -- the industry's first handheld to integrate biometrics security, 802.11b wireless LAN access, and Bluetooth capability.

Information: www.hp.com.

Sharp 18-inch LCD Monitor is One of PC Magazine's ''Best Products of 2002'' 

Huntington Beach, California, January 27 (Business Wire) - Sharp Systems of America announced today that its LL-T1820 LCD monitor, which introduced 10-bit gamma correction technology to LCD hardware, was selected by PC Magazine as the top monitor in its "Best Products of 2002" feature in the January issue (Vol. 22, No. 1). 

Among the features of the LL-T1820 are "…Ultra High Aperture, Advanced Super View, and a proprietary antiglare, low-reflection technology," states the PC Magazine summary. "And thanks to the 10-gamma correction the panel's electronics provide, images have smoother color gradients. All of that is worth the premium price." 

Sharp also offers the features of the LL-T1820 in 20-, 16-, and 15-inch sizes.

Information: www.sharpsystems.com.

Optiva Closes $30 Million Total Series C Financing

South San Francisco, California, January 7 - Optiva, Inc. announced today the second closing of $21 million to its oversubscribed Series C funding, bringing the total funding raised for the round to $30 million. JPMorgan Partners led the funding with participation in the second closing from Korea's Daehong Corporation, Eastman Chemical Company, and earlier investors Fidulex Management Inc., Harris & Harris Group, Merifin Capital, and NextGen Partners LLC. Rodney Ferguson and Alan Marty of JPMorgan Partners have joined the company's Board of Directors.

The funds will be utilized to expand operations, sales, and application support efforts, as well as to support ongoing research and development efforts to enhance Optiva Thin Crystal Film (TCF™) technology. The company's first products are a new class of self-assembling polarizers, retarders, and enhancement films that address the $28 billion flat-panel-display industry. Optiva TCF films simplify display construction, while making them more durable and thinner, and while giving better viewing performance, said a company statement.

Originally planning to raise $15-20 million in C-round financing, Optiva faced strong demand from both institutional and strategic investors. The company's board decided to expand the funding round to $30 million total, including the previously announced $9 million in initial Series C funding. "Optiva's ability to raise funding of this magnitude in this very challenging economy, along with the participation of strategic investors such as DSM and Eastman, is strong validation of our proprietary technology, company focus, and market opportunity," stated Andrew Wahl, president and CEO of Optiva.

Information: www.optivainc.com.

 

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