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Brillian Selects JDSU UltreX-3 Engine

01.21.2004

Brillian Corporation (Tempe, AZ) (www.brilliancorp.com) has announced that JDS Uniphase subsidiary OCLI (Santa Rosa, CA) (www.ocli.com) will provide the light engine for Brillian's 720p rear-projection HDTVs. JDS Uniphase will provide Brillian with a complete engine subassembly, including a color management system, imaging optics and illumination source.

Brillian manufactures its Gen II LCOS panels here in the US and has recently embarked on a new strategic move to offer full HDTVs on an OEM/ODM basis. Prototypes of the new RPTVs were shown at CES (see related news story in RPTV section).

"JDS Uniphase not only has a proven track record in both the projection and microdisplay light engine market, but also provides us with critical technology and time-to-market advantages," commented Vincent Sollitto, Jr., president and CEO, Brillian. "We invested $2M to develop the TV technology and tooling, and now we have the component and manufacturing partners to make this TV a reality. We couldn't have done this two years ago, but DLP technology has created the infrastructure that means we can bring this to market with high confidence."

The electronics will be done in Asia, for example, and the set will be assembled in a Tijuana, Mexico plant that is already doing DLP-RPTV assembly. "We hope this is the breakthrough TV that finally lets LCOS become a commercial success," explained Sollitto.

The engine will use three LCOS panels and the UltreX-3 design developed by ADO. "We evaluated our panels with the ColorQuad and achieved contrast of 1100:1, and with the Vikuiti 3M core, we got 2000:1," says Sollitto. "But the UltreX-3 architecture produced 2500:1, so we decided to use that one."On a recent company visit to Advanced Digital Optics (ADO), the company that developed the UltreX-3 design and has now licensed manufacturing rights to JDSU, we had a chance to see its new mass-production design of the UltreX-3 kernel. This kernel features no solid glass PBS units, using only Moxtek polarizers, along with three LCOS panels. The design is quite compact and looks to be very manufacturable.

Performance is impressive too. Using mirrors and QWP to replace the LCOS panels, contrast comes in at around 13,000:1, verifying that performance will be panel limited. ANSI uniformity is greater than 85%, and there is no thermal stress birefringence, since no solid PBS elements are used.

If all goes as planned, Brillian will make about 25% gross margin on its products and a 13% operating profit once it hits revenues of $20 to $25M per quarter. To do this, it figures it has to sell only 6 to 7K RPTV sets per quarter.
Sollitto explained that even with LCOS yields in the 20 to 40% range, they could execute their business plan and be successful. By 2006, he thinks a 65-inch LCOS-RPTV could cost as little as $2,500.

We like the plan, now they have to execute.

Brillian, Vince Sollitto, 602-389-8803, vince.sollitto@brilliancorp.com
JDSU, Tony McGettigan, 707-547-6142, tony_mcgettigan@ocli.com
ADO, Michael Newell, 805-497-1771, mnewell@advopt.com

Contact:
Insight Media
Annmarie Gabisch, 203-831-8464
annmarie@insightmedia.info

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