Editorial Statement

COMPOSITE INDEX
100.0
BASELINE — TRACKING BEGINS FEB 1, 2026
FAB — COB Fabs
100.0
B2B — Business to Business
100.0
B2C — Business to Consumer
100.0
100 AWAITING FIRST DATA POINT

Display Technology
Display Technology: A Framework
A broad overview of modular display history
COB INDEX
The COB Index
The COB Index tracks 0.9mm pixel pitch COB LED display pricing across three market baskets — Fabs, B to B, and B to C — indexed to 100 from February 1, 2026. It documents the velocity of a price decline that shows no sign of stopping.
Orientation
PINNED
What Do I Mean When I Say XR?
The entertainment technology industry borrows, adapts, and iterates on top of broader trends in innovation. The terms we use to describe synthetic spaces are no exception — and understanding where they came from is the first step in understanding where they are going.
Commentary COMING SOON
Commentary launches at commentary.xrticle.com. Short-form pieces from a network of individuals working in synthetic spaces and XR.
All commentary →
— Hank Shocklee