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Transformative Technologies
- Transformative technologies to shape the future of manufacturing – Wilmer Zhou
IHS Markit recently published the Manufacturing Technology Vertical Intelligence Service, including a manufacturer survey for the adoption of transformative technologies in the semiconductor, display, and electronics manufacturing sectors.
Building, Home & City Technology
- Alexa Guard makes waves for DIY security and insurance (but only a ripple for security providers) – Blake Kozak
Announced last week by Amazon, Alexa Guard turns any Amazon Echo into a security device, using what the company calls “guard mode.”
Displays
- LCD TV panel makers are targeting 15 percent more supply than TV OEMs – Deborah Yang
The preliminary 2019 business plans of TV and panel makers show forecasts trending in different directions.
Enterprise & IT
- Vendors strive to make IoT application development simpler – Sam Lucero
IHS Markit forecasts a 33.1% compound annual growth rate for application enablement platform (AEP) revenue, from 2017 to 2022, rising to $83 billion in 2022. - Flash Memory Summit 2018: Realizing the full benefits of flash – Dennis Hahn
The Flash Memory Summit (FMS) in Santa Clara, California, was a conference that focused on various flash technologies and their adoption in the data center.
Healthcare Technology
- Moving on up: Mobile MRI system demand is increasing, as provisions expand – Louise Chan
Magnetic Resonance Imaging (MRI) is the fastest-growing and most versatile of all the imaging modalities. However, reducing healthcare budgets is a continuing trend, and this can sometimes deter investment towards the installation of additional MRI imaging facilities at clinical settings. - Non-traditional applications are not so non-traditional anymore – Holley Lewis
Radiology remains the largest clinical application, but the global ultrasound market is evolving as it grows, and non-traditional and point-of-care applications are now at the forefront of product development. - CT equipment market: Made in China...and the USA – Adam Davidson
China and the United States largely shaped the size and trends of the 2017 global Computed Tomography (CT) equipment market.
Manufacturing Technology
- Transformative technologies to shape the future of manufacturing – Wilmer Zhou
IHS Markit recently published the Manufacturing Technology Vertical Intelligence Service, including a manufacturer survey for the adoption of transformative technologies in the semiconductor, display, and electronics manufacturing sectors.
Media & Advertising
- Vodafone launches virtual pay TV service in Greece – Irina Kornilova, Constantinos Papavassilopoulos
Vodafone has launched a new standalone online subscription video service in Greece, called Vodafone TV. - UK government publishes 'no deal Brexit' advice for broadcasters – Tim Westcott
The UK government has published guidance for the broadcasting and video-on-demand sector in the event that the country leaves the European Union (EU) on 29 March 2019 without an agreement on its future relationship with the other 27 countries. - Mainland China: Tencent closes popular poker game to comply with regulations – Chenyu Cui
Tencent announced it will shut down its Everyday Texas Hold’em poker game on September 25 and start to issue refunds to players or convert the in-game currency to other Tencent games. - The pay-TV conundrum: cord shavers, cord cutters and cord-nevers – Fateha Begum
According to the latest IHS Markit Connected Devices & Media Consumption Survey, one-third of pay-TV households downsized their pay-TV packages across the United States. - Turkish OTT subscriptions go bundled amid economic turmoil – Constantinos Papavassilopoulos, Max Signorelli
Despite Turkey’s recent economic decline, it still boasts an over-the-top (OTT) subscription video subscriber base of 3.9 million subscribers (excluding multiscreen services)—the largest in Central and Eastern Europe. - Online sports: evolution, not revolution – Tim Westcott
Sports have been key to the development of the pay-TV industry over the last two decades and more. - 10th Content Asia Summit highlights growing appetite for content in Asia – Kia Ling Teoh
The 10th Content Asia Summit, held in Singapore on 28-29 August, was attended by TV broadcasters, online video companies, content producers, and distributors, who came together to discuss issues impacting the region’s content business.
Mobile & Telecom
- Microwave network equipment market declined 1% year over year, but long-term growth from 5G is on horizon – Richard Webb
The total worldwide microwave network equipment market declined by 5% quarter over quarter—and by 1% year over year—in Q2-18, falling to $1.03 billion. - Turkish OTT subscriptions go bundled amid economic turmoil – Constantinos Papavassilopoulos, Max Signorelli
Despite Turkey’s recent economic decline, it still boasts an over-the-top (OTT) subscription video subscriber base of 3.9 million subscribers (excluding multiscreen services)—the largest in Central and Eastern Europe.
Mobile, Consumer & Connected Devices
- Apple moves further into the premium segment with new iPhones – Wayne Lam
Apple announced its latest iPhone models today: iPhone Xs, iPhone Xs Max, and iPhone Xr.
Power & Energy Technology
- The next phase of growth begins for Enphase and SolarEdge – Cormac Gilligran
Historically, both Enphase and SolarEdge have enjoyed success, partly due to being “first movers” with their respective technologies of microinverters and power optimizers.
Security Technology
- Alexa Guard makes waves for DIY security and insurance—but only a ripple for security providers – Blake Kozak
Announced last week by Amazon, Alexa Guard turns any Amazon Echo into a security device, using what the company calls “guard mode.
Subscriber Content
Displays
- 49-inch LCD TV panel shipments expected to decline – Yoonsung Chung
With Gen 8.6 fabs in China expected to start mass producing 50-inch LCD TV panels, shipments are forecast to increase, thereby also increasing competition with the 49-inch in price and supply. - Updated shipment forecast, preliminary LCD TV plans, 2018-2019 – Deborah Yang
Top-tier brands in China are pursuing higher premiums and prioritizing profit. Korean business plans for LCD TVs will not be volume-driven, and the baseline will be to maintain shipments and prioritize premiums and profits in the coming years. - A big cost hurdle for micro- and mini-LED displays – Jimmy Kim, Ph.D.
The manufacturing cost gap between mini-LED backlighting LCDs and conventional LCDs is huge but much smaller than for micro-LED displays. - One-third of smartphone displays will feature a notch in Q4 2018 – Hiroshi Hayase
The notched feature is a symbol for high-end smartphones debuting in 2018. - H1 2018 automotive display panel industry review and outlook – Stacy Wu
In the H1 2018 automotive display panel industry review and outlook, Sharp expects to maintain high utilization at its Gen 8 fabs, exceeding 95% in Q4 2017, due to strong demand for oxide IT panels and plans to expand production of a-Si TV panels. - Depth-sensing technology for AR or 3D facial recognition? – Calvin Hsieh
Apple acquired PrimeSense to obtain structured light depth-sensing technology, and then creatively applied it to Face ID instead of AR or gesture-sensing control. - Inventories may again become an issue for panel makers in Q1-19 – Deborah Yang
Lower ASPs have driven demand for higher-end panels, particularly the 32-inch, but the risk of a global demand correction in Q4 cannot be overlooked. - Korean, Chinese TV makers cautious about Q4 panel purchasing after different Q3 strategies – Deborah Yang
Korean TV makers plan to soften panel purchases in Q4, and Chinese top-tier TV makers are less aggressively buying panels. - Polarizer investment should continue – Irene Hao
With polarizer supply increasing rapidly in China, the global polarizer market will face oversupply in 2019. In China, however, polarizer supply will continue to fall short of demand. - Toyota is first to release digital outer mirror on new Lexus ES – Hiroshi Hayase
For driving safety, the digital e-mirror is expected to be the next high-demand feature for automobile monitor displays. - Super-large TV panel market to almost quadruple in 10 years – Ricky Park
The super-large TV panel market growth will be driven mainly by increasing investment in Gen 10.5 fabs, which ultimately will translate into a drop in TV prices. - Financial performance of Chinese panel makers in Q2 2018 – Chase Li
Many Chinese panel makers appeared to have good performance, but a closer look shows that declining prices affected profitability. - Large TFT LCD shipments hit record monthly high in July 2018 – Yoonsung Chung
Large-area TFT LCD shipments increased mainly due to expanded production capacity, LCD TV panel prices at a historical low, and panel-maker efforts to clear inventory. - Metal mesh add-on touch for foldable displays – Kimi Lin
Y-OCTA is the best touch solution for foldable devices, but add-on solutions have good short-term market potential. - T6 change and a new bond could ease China Star financing pressure – Chase Li
As new loan interest rates increase, it is important for Chinese panel makers to find new ways to fund construction. - TV panel business plans vs. OEM shipment targets, 2019 preview – Deborah Yang
There is a high risk of return to excess supply in late Q4 2018 or early 2019 from the current tight-to-balanced situation. - Average TV display to reach 44 inches, 10% Y/Y area growth in 2018 – Yoonsung Chung
55-inch-and-larger TV display shipments are expected to grow 25% Y/Y in 2018, driven by Korean and Chinese panel makers with 51% and 31% share, respectively.
Enterprise & IT
- (Un)licensed to fill: Wi-Fi in the 5G era – Abel Nevarez
In the era of ubiquitous connectivity, people will not only consume vast amounts of data but will also stay continuously connected across more devices and platforms.
Media & Advertising
- 21st Century Fox to sell Sky shares to Comcast – IHS Markit Technology Expert
21st Century Fox is to sell its 39% stake in European pay-TV company Sky to Comcast. - Comcast wins Sky battle with £30.6 billion offer – Tim Westcott
Comcast has outbid 21st Century Fox to win control of Sky, with an offer valuing the UK-based pay-TV group at £30.6 billion ($40 billion). - Content discovery is key to achieving customer satisfaction – Maria Rua Aguete, Matthew Rubin
According to the Connected Devices and Media Consumption Survey from IHS Markit, TV content discovery is at the heart of the battle among TV and video providers to convince consumers that their user experience is both easy to use and truly personalized. - Last-minute deal secures CanalSat carriage for SFR channels – IHS Markit Technology Expert
The RMC Sport premium channels were added to the CanalSat satellite service in France on 18 September after SFR and Canal Plus group reached agreement. - Mattel launches film division in bid for new growth – David Hancock
Mattel Toys has launched a film arm to develop and produce films based on its toy-related brands, drawing on the success of not only Marvel and DC Comics but also of rival toymakers Hasbro and Lego. - Another day, another divestment: Nokia offloads video assets – Merrick Kingston
Nokia has sold the brunt of its digital video business—comprising the firm’s CDN, Cloud DVR, and experience personalization solutions—to Canadian private equity firm Volaris Group. - Virtual pay-TV drives video success for Cellcom and Partner in Israel, as traditional platforms decline – Constantinos Papavassilopoulos
Israel’s subscription OTT video sector has experienced substantial growth since 2015, while over the same period, traditional pay-TV platforms have sustained notable subscriber losses. - Cisco, Permira, and Synamedia: market signals thus far – Merrick Kingston
Cisco’s Service Provider Video Software Solutions (SPVSS) segment, acquired by private equity firm Permira, has been redubbed Synamedia. - France OTT Video subscription update: Netflix leads as local providers turn to virtual pay-TV – Max Signorelli
The latest research by IHS Markit shows that Netflix has a substantial lead over providers both global and local in the French OTT subscription video market and will maintain this lead over the next five years.
Mobile & Telecom
- (Un)licensed to fill: Wi-Fi in the 5G era – Abel Nevarez
In the era of ubiquitous connectivity, people will not only consume vast amounts of data but will also stay continuously connected across more devices and platforms. - Another day, another divestment: Nokia offloads video assets – Merrick Kingston
Nokia has sold the brunt of its digital video business—comprising the firm’s CDN, Cloud DVR, and experience personalization solutions—to Canadian private equity firm Volaris Group. - Verizon courts cord-cutters with newly announced 5G Home service with free Apple TV or Chromecast – Paul Erickson
Verizon recently announced the rollout of its 5G wireless home broadband service in the US, 5G Home, with orders opening 13 September and launch beginning 1 October in Houston, Indianapolis, Los Angeles, and Sacramento. - Cisco, Permira, and Synamedia: market signals thus far – Merrick Kingston
Cisco’s Service Provider Video Software Solutions (SPVSS) segment, acquired by private equity firm Permira, has been redubbed Synamedia.
Mobile, Consumer & Connected Devices
- (Un)licensed to fill: Wi-Fi in the 5G era – Abel Nevarez
In the era of ubiquitous connectivity, people will not only consume vast amounts of data but will also stay continuously connected across more devices and platforms. - Content discovery is key to achieving customer satisfaction – Maria Rua Aguete, Matthew Rubin
According to the Connected Devices and Media Consumption Survey from IHS Markit, TV content discovery is at the heart of the battle among TV and video providers to convince consumers that their user experience is both easy to use and truly personalized. - Apple Watch 4 Impact on PERS – Blake Kozak
The announcement from Apple could have an impact on the personal emergency response system (PERS) market for more tech-savvy seniors. - Another day, another divestment: Nokia offloads video assets – Merrick Kingston
Nokia has sold the brunt of its digital video business—comprising the firm’s CDN, Cloud DVR, and experience personalization solutions—to Canadian private equity firm Volaris Group. - Verizon courts cord-cutters with newly announced 5G Home service with free Apple TV or Chromecast – Paul Erickson
Verizon recently announced the rollout of its 5G wireless home broadband service in the US, 5G Home, with orders opening 13 September and launch beginning 1 October in Houston, Indianapolis, Los Angeles, and Sacramento. - IFA 2018: Television – Bing Zhang, Ken Park, Paul Gray
IFA is the main consumer electronics show for Europe, with a very wide range of products on show. - Cisco, Permira, and Synamedia: market signals thus far – Merrick Kingston
Cisco’s Service Provider Video Software Solutions (SPVSS) segment, acquired by private equity firm Permira, has been redubbed Synamedia.
Power & Energy Technology
- Solar projects in Argentina set to continue amid currency crisis – Maria Chea
On 29 August, Argentina's president, Mauricio Macri, announced plans to speed up the disbursement of a $50 billion Stand-by Arrangement (SBA) loan by the International Monetary Fund (IMF).
Security Technology
- Apple Watch 4 Impact on PERS – Blake Kozak
The announcement from Apple could have an impact on the personal emergency response system (PERS) market for more tech-savvy seniors.
Semiconductors
- AMFT executive summary of forecast changes, Q3-18 – Myson Robles-Bruce
This is a brief executive summary of AMFT forecast changes, produced exclusively for current subscribers.