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Complimentary Content
Displays
- Apple to launch two more high-resolution MacBooks – David Hsieh
Apple expects to release in 2018 two more 13.3-inch high-resolution, slim-bezel notebook models with oxide TFT LCD technology to cover more market segments. - Smartphone AMOLED display trend shifts from rigid to flexible – Calvin Hsieh
Shipments in 2017 of flexible on-cell AMOLED display for mobile phone applications increased 154% to 96.3 million units from 37.5 million units in 2016.
Enterprise & IT
- Optical DCI market grew 26%, reaching $2.6 billion in 2017 – Heidi Adams
Year-over-year global revenue in 2017 for optical data center interconnect (DCI) hardware grew 26%, reaching $2.6 billion. - Data center network equipment revenue reached $13.7 billion in 2017 – Clifford Grossner, Devan Adams
Revenue for data center network equipment, including data center Ethernet switches, ADCs, and SD-WAN, totaled $13.7 billion in 2017, increasing 13% over the previous year. - PBX market sinks 8% year over year in 2017 – Diane Myers
A decline in on-premises private branch exchange (PBX) licenses led the global market to decrease 8% in 2017 from 2016, to $5.7 billion. - Best year for Ethernet switching since the recession – Matthias Machowinski
Worldwide Ethernet switch revenue grew 2% sequentially in Q4 2017 to $6.7 billion, building off the gains from previous quarters. - Quarterly LED lamp retail price declines slow to -3.8% – Paul Bremner
Global LED lamp retail prices in February were 6.3% higher than in January 2018. This increase brings global ASPs to a level only -0.9% lower than prices were in September 2017. - 45.4 billion internet connectable devices in 2021: changing the future of colocations – Liz Cruz
IHS Markit forecasts internet connectable devices to grow from 27.5 billion in 2017 to 45.4 billion in 2021—a 65% increase in just four years.
Healthcare Technology
- ECR 2018 brief: AI – what is it? Augmented, adaptive, or artificial? – Kelly Patrick
There was heightened buzz around the topic of AI at the 24th European Congress of Radiology, with many vendors citing the integration of data through AI as the next big trend. But what’s new? - ECR 2018: first impressions – Bhvita Jani
ECR 2018 celebrated the diverse specialty of radiology with a symbolic Chinese red dragon centered at the entrance, capturing the enthusiasm, celebration, and passion for radiology at the Austria Centre Vienna. - The future of infusion pump software – can’t speak, won’t speak – Kelly Patrick
Healthcare information is everywhere, but it is not always being used to its fullest capacity. - Healthcare attracts many big tech names at HIMSS 2018 – Shane Walker
While healthcare as a vertical is not new for most of the world’s largest companies, their brand presence within the industry is significantly increasing. - How will the increase in global breast cancer be addressed by a decrease in false positives? – Bhvita Jani
The countable rise of breast cancer incidence globally has heightened pressures for government screening programmes, and strengthened awareness of the benefits of breast cancer screening. - Medication inventory management – invasion of the robots – IHS Technology
The uptake of medication inventory management solutions is accelerating worldwide, and the next several years are expected to see strong growth in this market.
Media & Advertising
- Dogan Holding to sell all its media properties to Demiroren Holding – Constantinos Papavassilopoulos
Dogan Holding, the largest media group in Turkey, has confirmed that it is in talks to sell all its media assets, including the Dogan TV channel and pay-TV platform D Smart, to Demiroren Holding. - China is to set up a cinema network for “patriotic” films – David Hancock
People’s Cinema Line is a government initiative aimed at creating a nationwide screen network of 5,000 screens that will favour films of a patriotic nature, including those from government departments. - Epic Games closes MOBA title “Paragon” but opens up assets – IHS Technology
Epic Games has announced the closure of its multiplayer online battle arena (MOBA) title “Paragon,” after nurturing it for two years in beta. - Mobile title Vainglory becomes part of Alibaba's WESG lineup – Chenyu Cui
Super Evil Megacorp, the developer of Vainglory, has announced it will partner Alisports, the sports branch of Alibaba Group. - Monster Hunter World sets sales record for Capcom – IHS Technology
Capcom’s Monster Hunter World, released for Xbox One and PS4 in January, has become the publisher’s best-selling title yet. - Cable in context: performance and prospects in the converged world – Ted Hall
Ted Hall delivered a keynote presentation at Cable Congress 2018, which took place in Dublin on March 6-7. - Australia pay-TV market update for Q4 2017 – David Scott
IHS Markit has updated its Australian pay-TV data given the latest guidance on the performance of market leader Foxtel, provided by major shareholder News Corp Australia. - Tencent invests in Douyu and Huya to dominate Chinese esports streaming sector – Chenyu Cui
Huya announced it raised $461.6 million in its latest series-B funding round, which was led by Tencent on 9 March. And its major rival Douyu received an investment of $632 million from Tencent as well. - Discovery completes merger with Scripps to create new factual channel giant – Tim Westcott
Discovery Communications has completed its acquisition of Scripps Networks Interactive, creating a new factual channel programmer with worldwide reach and combined 2017 revenues of $9.8 billion. - Sky Deutschland launches Sky Show subscription service in Switzerland – Max Signorelli
Pay-TV operator Sky Deutschland has launched Sky Show, a new subscription video service in Switzerland. - Games console market 2017: Nintendo drives market to 18% growth – Piers Harding-Rolls
While Sony remains dominant, Nintendo's Switch launch drove the market to its best performance since 2011. - Telecom Italia plans voluntary separation of fixed access network – James Joiner
Telecom Italia has announced its plan to separate its fixed access network division into a new independent legal entity, known as Netco. - Video-streaming platform turned mobile-gaming operator Bilibili sets sights on $400 million IPO – Chenyu Cui, Kia Ling Teoh
According to a prospectus filed on March 2, the online entertainment platform covering video, live broadcasting and mobile games plans to list on the New York Stock Exchange. - Chinese streaming platform iQiyi looks to raise $1.5 billion from IPO in the US – Kia Ling Teoh, Jun Wen Woo
Chinese streaming service iQiyi last week filed a registration statement setting out plans to raise $1.5 billion from an IPO in the US. - Swiss vote to maintain public broadcasting – Tim Westcott
Swiss citizens have voted overwhelmingly to continue funding public broadcaster SRG SSR though receiver fees payable by any household with a radio, TV set, or other device able to receive TV. - Test sites grow for LED screens in cinema – David Hancock
Samsung’s Cinema LED screen is now established in five sites worldwide with the prospect of a further US site soon to open. - TDC pulls out of MTG deal after accepting takeover offer from investment consortium – Martyn Hannant
Danish telecommunications provider TDC Group has scrapped its plan to acquire the Nordic broadcasting assets of Sweden’s Modern Times Group. - Sky and Netflix agree on European partnership – Jonathan Broughton, Irina Kornilova, Fateha Begum
Pan-European pay-TV operator Sky has announced a partnership with global OTT subscription service Netflix, to make Netflix available on its DTH and OTT platforms.
Mobile & Telecom
- Optical DCI market grew 26%, reaching $2.6 billion in 2017 – Heidi Adams
Year-over-year optical data center interconnect (DCI) hardware revenue grew by 26% globally, reaching $2.6 billion in 2017. - Small cell market surges in 2017, energized by rural, remote, and indoor deployments – Stephane Teral, Richard Webb
Worldwide, 2.3 million small cell units shipped during 2017, resulting in an increase of 39% year over year. - Service provider VoIP and IMS down 12% in 2017 as market slows – Diane Myers
Global service provider VoIP and IP multimedia subsystem (IMS) product revenue fell to $4.5 billion in 2017, a decline of 12% year over year. - PBX market sinks 8% year over year in 2017 – Diane Myers
A decline in on-premises private branch exchange (PBX) licenses led the global market to decrease 8% in 2017 from 2016, to $5.7 billion. - Global mobile infrastructure market down 14% from a year ago – Stephane Teral
For the full year 2017, global 2G/3G/LTE 2017 macro hardware revenue totaled $37.2 billion, declining 14% from $43.3 billion in 2016. - Best year for Ethernet switching since the recession – Matthias Machowinski
Worldwide Ethernet switch revenue grew 2% sequentially in the Q4 2017 to $6.7 billion, building off the gains from previous quarters. - Cable in context: performance and prospects in the converged world – Ted Hall
Ted Hall delivered a keynote presentation at Cable Congress 2018, which took place in Dublin on March 6-7. - Australia pay-TV market update for Q4 2017 – David Scott
IHS Markit has updated its Australian pay-TV data given the latest guidance on the performance of market leader Foxtel, provided by major shareholder News Corp Australia. - Mobile World Congress 2018: 5G chipsets are real and launching with smartphones in time for MWC 2019 – Wayne Lam
The latest news on the 5G chipset front from Mobile World Congress Barcelona 2018.
Mobile, Consumer & Connected Devices
- More MOCVD reactors leading to 28% GaN LED surplus in 2019 – Jamie Fox
After assessing planned purchases by suppliers, IHS Markit projects that 330 metal-organic chemical vapor deposition (MOCVD) reactor chambers will be installed in 2018, to produce LEDs fabricated from gallium nitride (GaN). - 2018 India TV market outlook – Bing Zhang, Hisakazu Torii
India is an important, albeit very complicated country to operate in. - AMS widens 3D recognition competencies with KeyLemon acquisition – Manuel Tagliavini
The 3D face-recognition feature is also growing in popularity among Chinese handset OEMs, known for being fast followers and coming up with their own variants to cash in on new trends.
Power & Energy Technology
- European solar PV demand forecast to continue double-digit growth to reach 11 GW in 2018 – Susanne von Aichberger
In 2017, European solar PV installations grew by 23% year-on-year to surpass 9 GW. - Smart metering shows the way forward for IoT adoption – David Green
A paradox exists within the electric utility industry: Vendors and utilities are uncertain about making clear decisions for their IoT strategy, yet almost 900 million smart electricity meters will ship from 2016 to 2023.
Security Technology
- The world market for city surveillance equipment exceeded $3 billion in 2017 – Jacky Zhang
The world market for security equipment in city surveillance has registered robust growth in the past few years, surpassing $3 billion in 2017. - Identity governance and administration global revenue to reach nearly $6 billion by 2021 – Don Tait
The global identity governance and administration (IGA) market is projected to increase from $3.2 billion in 2017 to $5.8 billion in 2021. - Critical communications IWCE trends 2018 – Alexander Richardson, Jesus Gonzalez
The IHS Markit Critical Communications team recently attended IWCE 2018 in Orlando, Florida. Discussions with end-users played a key role in shaping our analysis of major trends we noticed at the show. - MONI rebrands to BRINKS – Anna Sliwon
Even though the purchasing of intruder alarm systems and smart security systems is increasingly a lifestyle-related choice, most customers purchasing intruder alarms are usually approached by a security provider or dealer when they move to a new area or through direct home advertising.
Subscriber Content
Displays
- Sharp Display business changes in 2018 with Foxconn adjustments – David Hsieh
Sakai Display Product will reduce LCD TV panel shipments from 7.0 million units in 2017 to 6.4 million in 2018. Sharp’s LCD fab plans in the US might change. - Huawei MateBook Pro notebook with 13.9-inch LTPS TFT LCD panel – David Hsieh
LTPS TFT LCD has become the spec for high-end notebook panels thanks to slim bezel and low power consumption. - Remarkable growth of OLED materials market in H2 2017 – Jimmy Kim, Ph.D.
Revenue for OLED materials grew 20% in the second half of 2017 after a slump that had lasted since 2016. - BOE developed Bright View 3 for high-resolution displays – David Hsieh
BOER says Bright View 3 can increase resolution and improve transmittance. - Samsung may launch micro-LED TV in H2 2018 – David Hsieh
Samsung exhibited a 146-inch micro-LED TV at CES 2018 and may commercialize it in H2 2018. - Active pen specification upgrade in 2018 – Calvin Hsieh
The active pen has been a critical differentiating feature for tablet-PC productivity applications. In addition to the Apple Pencil for iPad Pro, Microsoft, and Google are offering pens with upgraded specifications and features. - AUO and Innolux: Q4 2017 performance, 2018 strategy – Linda Lin
AUO and Innolux reported weak financial results for Q4 2017, but performed well overall in 2017. - Good margins help Chinese TV makers increase purchases – Nick Jiang
With panel prices continuing to decrease, Chinese TV makers can improve their margins and still reduce TV-set prices in the end market. - How will Chinese TV makers regain bargaining power to achieve their business plan? – Nick Jiang
Chinese TV makers increased purchases in Q4 2017 but may reduce panel demand again in Q1 2018. - Samsung targets quantum-dot-on-glass for 2018 LED TV – David Hsieh
Instead of traditional quantum dot film on the backlight unit within the LCD TV, Samsung is revamping QLED TV to use quantum-dot-on-glass LGP. - TV makers aggressively driving down panel prices in March – Deborah Yang
Price negotiations will be tough. Will panel makers cut utilization to prevent panel prices from dropping below cost? - Flat-panel demand to grow 6.4% in 2018 – Ricky Park
Declining panel prices will stimulate demand, as demand for larger displays has extended to smartphones, notebooks, and monitor panels. - Taiwanese small/medium panel supplier 2017 review and 2018 outlook – Stacy Wu
Taiwanese panel suppliers reported strong revenue growth and positive operating profit margins in the first half, but second-half performance was weak, mainly due to panel price erosion.
Enterprise & IT
- OFC 2018 highlights: Optical DCI leapfrog contest continues – Heidi Adams
The market for compact optical data center interconnect (DCI) platforms is the fastest-growing segment of the optical equipment market. - OFC 2018: 400GbE data center optics arrive – Esther Cheh
One of the biggest themes at OFC 2018 was the volume of announcements around all aspects of the 400GbE client optics/transceivers ecosystem. - The OCP’s community-driven innovation continues to spread – Clifford Grossner, Vladimir Galabov, Maggie Shillington
The 2018 Open Compute Project (OCP) summit was held March 20-21 in San Jose, California, with more than 3,000 people in attendance, an audience that has tripled over the last two years. - Mobile World Congress 2018 IoT takeaways – Julian Watson
IoT, once again, was one of the hot topics/buzzwords at Mobile World Congress. - Patent licensing industry transitions as we enter the world of 5G – Wayne Lam, Christian Kim
During Mobile World Congress 2018, 5G was the most discussed and highlighted topic.
Manufacturing Technology
- Waste reprocessing reviving the mining industry for variable frequency drives – Peter Taylor
Growth is forecast to return to the mining industry in 2018 and has led to an increase of reprocessing waste materials to extract metals or minerals that were previously overlooked.
Mobile & Telecom
- OFC 2018 highlights: Optical DCI leapfrog contest continues – Heidi Adams
The market for compact optical data center interconnect (DCI) platforms is the fastest-growing segment of the optical equipment market. - OFC 2018: 400GbE data center optics arrive – Esther Cheh
One of the biggest themes at OFC 2018 was the volume of announcements around all aspects of the 400GbE client optics/transceivers ecosystem. - Huawei looms large over Trump’s decision on Broadcom-Qualcomm deal – Wayne Lam
The decision handed down by the Trump administration essentially put an end to the months-long $117 billion hostile bid by Broadcom (AVGO) for Qualcomm (QCOM). - When 5G millimeter wave meets small cells – Stephane Teral
There is no lack of confusing discussions about the need for small cells in 5G. Each time this topic is brought to me—and it comes up regularly these days—I ask the question: what is a 5G small cell? - MWC18: What the C-level service provider suite says about 5G – Stephane Teral
As usual at this time of year, I did my pilgrimage to Barcelona’s Mobile World Congress, which according to the GSMA was attended by 107,000 people—1,000 fewer than last year.
Mobile, Consumer & Connected Devices
- Huawei looms large over Trump’s decision on Broadcom-Qualcomm deal – Wayne Lam
The decision handed down by the Trump administration essentially put an end to the months-long $117 billion hostile bid by Broadcom (AVGO) for Qualcomm (QCOM). - LGE Korea 2018 OLED TV launch event – Ken Park
On 6 March, LG Electronics held a launch event for its 2018 premium TV lineup, which included both OLED TVs and Super UHD LCD TVs.
Power & Energy Technology
- Changes to PV Inverter Intelligence Service – Cormac Gilligan
In Q1 2018, IHS Markit has replaced the PV Demand Market Tracker with the PV Installations Tracker. - Changes to PV Module Intelligence Service – Edurne Zoco
In Q1 2018, IHS Markit has replaced the PV Demand Market Tracker with the PV Installations Tracker. - Changes to the Downstream PV Intelligence Service – Josefin Berg
In Q1 2018, IHS Markit has made important changes to the Downstream PV Intelligence Service. - Changes to the Premium Solar Intelligence Service – Edurne Zoco
In Q1 2018, IHS Markit has made important changes to the Premium Solar Intelligence Service. - The OCP’s community-driven innovation continues to spread – Clifford Grossner, Vladimir Galabov, Maggie Shillington
The 2018 Open Compute Project (OCP) summit was held March 20-21 in San Jose, California, with more than 3,000 people in attendance, an audience that has tripled over the last two years. - Steel tariffs deal another blow to a resilient US solar market – Camron Barati
On 8 March, the president of the United States approved new tariffs on steel and aluminum imports, which are to take effect by March 23. - Key takeaways from World Smart Energy Week 2018 – Cormac Gilligan, Holly Hu, Julian Jansen
World Smart Energy Week—including PV Expo, Smart Grid Expo, and Battery Expo—is the leading event in Japan for renewable energy and energy storage.
Semiconductors
- AMFT Executive Summary of forecast changes Q1 2018 – Myson Robles-Bruce
This is a brief executive summary of AMFT forecast changes produced exclusively for current subscribers. - CO2 dominates the smart-building gas sensor market – Brian O’Rourke
The gas sensor market is healthy and growing, with automotive, industrial, consumer, and homes among the leading applications. - Advancing Oppo and Vivo achieved record chip spending amid slowing global smartphone demand – Chee Seng Tan
BBK Electronics’ offshoot, Oppo and Vivo, have taken the smartphone market by storm, rising quickly from market followers to become two of the biggest smartphone companies in the world in a few short years.