November 2018 Market Insights – Technology

Complimentary Content

Building, Home & City Technology

• Global intelligent ANPR camera market to grow at 16.4% CAGR through 2022 - Anna Sliwon
  Global market revenues from sales of intelligent ANPR devices are forecast to reach $800 million by 2022 and increase at a compound annual growth rate of 16.4%.

Enterprise & IT

• IHS Markit survey: Top edge application is video content delivery - Michael Howard; Clifford Grossner, Ph.D.
  In a recent survey of 14 edge thought leaders and market movers, the top edge application was video content delivery, which 92% of respondents identified as an area of impact and concern.

Media & Advertising

• Amazon eyes bid for Fox US sports networks - Tim Westcott, Matteo Marchello
  Amazon has been confirmed as one of the companies in the running to buy the Regional Sports Networks (RSNs) in the US that Fox is divesting to clear the sale of its studio and cable channel assets to Walt Disney Company.
• UEFA teams up with EA Sports to launch new esports tournament - Steve Bailey, Matteo Marchello
  UEFA has signed a deal with EA Sports aimed at launching the eChampions League, a games tournament on the PS4.
• DAZN to launch in Spain in 2019 with Moto GP and Premier League - Matteo Marchello
  Sports streaming service DAZN has announced that it will launch in Spain in 2019.
• Kinepolis invests further in 4DX technology - Charlotte Jones
  Kinepolis has signed an agreement with CJ 4Dplex to install six additional 4DX theatres on top of its first order of five 4DX theatres less than 12 months prior.
• Tencent’s Q3 2018 performance: Other revenue streams replace games to drive growth - Chenyu Cui
  Tencent posted total revenue of RMB 80.6billion ($11.7million) for Q3 with a yearly growth of 24%.
• Blizzard will co-develop Diablo Immortal with NetEase - Chenyu Cui
  Blizzard announced at last week's Blizzcon event that it will partner with NetEase to develop Diablo Immortal, a mobile massively multiplayer RPG, based on the Diablo IP for Android and iOS devices.
• Overwatch World Cup Viewer could change the way esports are watched - Matteo Marchello
  One week before its Blizzcon event, games publisher Blizzard Entertainment has announced the introduction of an important update for its PC platform that could potentially change the way esports matches are watched.
• Q3 data available for newly equipped screens - Charlotte Jones
  IHS Markit has now added data for digital and 3D screen totals at Q3-18 for all territories and regions tracked by Cinema Intelligence, including the three new territories of Vietnam, Kazakhstan, and Peru.

Mobile & Telecom

• Samsung ushers in new foldable form factor as current all-display designs hit physical limits - Wayne Lam
  Every decade or so, a new technology or device format is unveiled that immediately disrupts the market. Apple was the instigator in 2007, and the iPhone upended the mobile phone industry.
• Global smartphone shipments declined for the last two consecutive quarters - Jusy Hong, Gerrit Schneemann
  According to preliminary IHS Markit smartphone data, global smartphone shipments recorded a negative year-over-year growth rate for two consecutive quarters in 2018.

Mobile, Consumer & Connected Devices

• Samsung ushers in new foldable form factor as current all-display designs hit physical limits - Wayne Lam
  Every decade or so, a new technology or device format is unveiled that immediately disrupts the market. Apple was the instigator in 2007, and the iPhone upended the mobile phone industry.
• Global smartphone shipments declined for the last two consecutive quarters - Jusy Hong, Gerrit Schneemann
  According to preliminary IHS Markit smartphone data, global smartphone shipments recorded a negative year-over-year growth rate for two consecutive quarters in 2018.

Security Technology

• Digitalization: 2019 smart metering milestones - Suzanne Cumberland
  Utilities of all types are heading toward a data-driven future, and this continues to accelerate the immediate demand for communicating meters.
• IHS Markit revises 2018 China solar PV outlook, in light of new 2020 PV target discussions in China - Holly Hu
  The IHS Markit 2018 outlook for China has been raised from 37 GW to 40 GW.
• IHS Markit shares the highlights from European Utility Week 2018 - Alex Kaplan
  Highlights are presented from the 2018 show in Vienna, including two IHS Markit presentations and the latest thinking on IoT for utilities.
• Global intelligent ANPR camera market to grow at 16.4% CAGR through 2022 - Anna Sliwon
  Global market revenues from sales of intelligent ANPR devices are forecast to reach $800 million by 2022 and increase at a compound annual growth rate of 16.4%.
• Global licensed mobile radio infrastructure and system integration market hit $4.6 billion in 2017 - Ryan Darrand
  The global market for licensed mobile radio (LMR) infrastructure and system integration grew 14%, reaching $4.6 billion in 2017.
• Is 5G the future of intruder alarm systems? - Anna Sliwon
  The shutdown of the 2G network in the United States in 2017 had a ripple effect on the market for intruder alarms, mostly affecting the sales of control panels and communicator modules.

Semiconductors

• Worldwide semiconductor revenue hits record $129.8 billion in Q3-18 - Ron Ellwanger
  Insight contains Q3 2018 Semiconductor Market Summary.

Subscriber Content

Automotive Technology

• Power semiconductors take center stage in vehicle electrification - Richard Dixon, Ph.D., Dexin Chen
  Stringent carbon dioxide (CO2) emission standards worldwide, along with stricter testing regimes like Real Driving Emissions (RDE) and the Worldwide Harmonized Light Vehicle Test Procedure (WLTP), are driving OEMs to develop higher-efficiency powertrain systems

Displays

• BOE’s poor financial performance in Q3 2018 due to reduced subsidies - Chase Li
  BOE’s financial performance was weaker in Q3 2018 than a year ago
• Chinese TV makers to purchase more large panels in Q4 - Linda Lin
  Chinese tier-1 TV makers reduced their business forecast in 2018 and will not buy more panels in Q4 because they are concerned that panel prices will drop in Q4.
• Faurecia acquires Clarion, showing ambition to become a global leader in cockpit electronic systems - Stacy Wu
  On 26 October 2018, Faurecia announced that the company had reached a definitive agreement with Hitachi Automotive Systems to acquire 100% of Clarion, a Japan-based tier-one automotive supplier.
• Canon releases the MPAsp-H1003T, a new high productivity Gen 8 exposure tool - Charles Annis
  The tool offers a lower cost approach to manufacturing the 65-inch on Gen 8 legacy lines than building a new Gen 10.5/11 fab.
• Large-area panel shipments decrease 3% M/M in October - Robin Wu
  Shipments of large-area TFT LCD panel shipments decreased 3% in October, having peaked the month before.
• Market conditions are unfavorable for polarizers - Irene Heo
  2019 will be a tough year for the polarizer market due to a component shortage, intensifying competition, and the weakening Chinese currency.
• LCD TV panel prices down in Q4 2018, but could bounce back in Q2-19 - Yoonsung Chung
  LCD TV panel prices fell more than expected in October after a brief recovery in Q3. However, conversion of Gen 8.5 fabs will likely help panel prices recover in 2019 despite increasing supply and growing uncertainty over demand.
• Panel maker fab utilization and inventory trends in H2-18 - Alex Kang
  The average inventory level of panel makers is forecast to rebound in Q4, but average utilization will remain at the same level as the previous quarter.
• China High Tech Fair - 2018 - Nick Jiang
  The China High-Tech Fair is one of China’s largest shows and most critical events for observing trends in electronics technology.
• Japan Display’s business outlook in H2-18 - Linda Lin
  Japan Display’s utilization has gradually been recovering since Q3-18.
• Royole announces foldable smartphone FlexPai with self-supplied AMOLED - Joy Guo
  Royole, a startup company in Shenzhen, China, announced the world’s first foldable smartphone, the FlexPai, with a 7.8-inch 1920 × 1440 flexible AMOLED display.
• CSOT T6 mass production and T7 kickoff ceremony - Robin Wu
  On 14 November, CSOT held a ceremony to celebrate the start of mass production of its T6 G10.5 fab in Shenzhen and the kick-off for its second G10.5 T7 fab.
• Large TFT LCD shipments hit record high in Q3-18 - Yoonsung Chung
  Unit shipments reached 197 million, up 7% Y/Y and 9% Q/Q, while shipment area recorded 52 million m², up 14% Y/Y and 10% Q/Q.
• New iPad Pro performance and pricing a step closer to laptop PC - Jason Hsu
  Redesign also improves screen-to-body ratio.
• Samsung Display continues to lead smartphone display market in Q3-18 - Hiroshi Hayase
  Samsung Display’s lead is due to the rise in AMOLED panel demand for premium smartphones, including the iPhone XS and XS Max.
• BOE Innovation Partner Conference (IPC) - 2018 - Robin Wu
  The IPC is an annual event held by BOE with its suppliers, customers, and other business-related partners.
• FCA sale of Magneti Marelli brings synergy to automotive display business - Stacy Wu
  FCA announced it was selling its automotive components to CK Holdings to bring synergy to its automotive display business.
• Foldable OLED display prototypes from BOE, LG Display and Samsung Display - David Hsieh
  Foldable displays have been under development for several years, and we are about the see the prototypes emerge in early 2019.
• Display industry 2018 summary and 2019 outlook - Ricky Park
  A review of topics relevant to the display industry, each with a summary of 2018 and what is expected for 2019.
• Chinese tariffs could restructure desktop PC supply chain -Jason Hsu
  Desktop PC brands prefer to deliver components, and then complete assembly locally to save shipping costs. Retail prices will reflect cost increases.
• Huawei launches Mate 20 series to compete against iPhone - Joy Guo
  Huawei upgrades its Mate family to keep pressure on the iPhone models announced in September.
• Amazon Echo Auto extends Alexa with a different strategy from Android Auto and Apple CarPlay - Calvin Hsieh
  Amazon is aggressively seeking to increase Alexa’s popularity by bringing it to many new devices besides smart speakers. Echo Auto brings Alexa outside the home.

Enterprise & IT

• Team collaboration: Redefining enterprise communication - Prachi Nema
  Enterprise communication and collaboration tools are meant to make life easier and more productive, but a typical office worker uses a variety of applications to get work done—from traditional phone calls and instant messaging, to file sharing and web-conferencing.
• The canary in the coal mine for liquid cooling is server shipments with co-processors - Maggie Shillington
  IHS Markit expects liquid cooling to become a more widely adopted solution in the next 10 years, with one of the biggest factors in this new perspective being the rise of co-processors in servers.
• II-VI announces plans to acquire Finisar - IHS Markit Technology Expert
  On 9 November 2018, II-VI Incorporated announced plans to acquire Finisar in a cash and stock deal with an equity value of $3.2 billion; the acquisition is expected to close in the middle of 2019.

Manufacturing Technology

• Power semiconductors take center stage in vehicle electrification - Richard Dixon, Ph.D.; Dexin Chen
  Stringent carbon dioxide (CO2) emission standards worldwide, along with stricter testing regimes like Real Driving Emissions (RDE) and the Worldwide Harmonized Light Vehicle Test Procedure (WLTP), are driving OEMs to develop higher-efficiency powertrain systems

Media & Advertising

• New tables for digital technology (3D) and PLF added to Cinema Intelligence - Charlotte Jones
  We have added enhanced details for PLF screens to include the list of exhibitor PLF brands and screen totals by territory.
• KDDI and Rakuten to collaborate in telecommunications, payments, and logistics - Jun Wen Woo, Sivalingam Muniandi
  KDDI and Rakuten have announced an agreement to utilize each other’s assets in telecommunications, payments, and logistics to improve customer experience and further strengthen their competitiveness in these fields.
• Revisions to the UK transactional movie and TV market forecasts - Irina Kornilova, Fateha Begum
  IHS Markit has revised transactional movies and TV revenues generated in the UK video sector across pay-TV and online platforms.
• Console hardware: Q3-18 update - Piers Harding-Rolls, Nick Parker
  Sales of TV and hybrid (Nintendo Switch) console hardware to consumers improved year-on-year in the third quarter.

Mobile & Telecom

• CommScope to acquire Arris for $7.4B, creating cable industry heavyweight - Merrick Kingston, John Kendall, Paul Erickson, Richard Webb, Mariana Angelou
  US telecommunications equipment maker CommScope will acquire Arris in a $7.4 billion deal valued at $5.69 billion, with the difference comprising CommScope’s assumption of Arris’s debt.
• Broadband World Forum 2018 highlights - Daniel Simmons, John Kendall, Mariana Angelou
  Broadband World Forum has finally come of age, celebrating its 18th edition this year in what continues to be the annual meeting point for the broadband industry.
• KDDI and Rakuten to collaborate in telecommunications, payments, and logistics - Jun Wen Woo, Sivalingam Muniandi
  KDDI and Rakuten have announced an agreement to utilize each other’s assets in telecommunications, payments, and logistics to improve customer experience and further strengthen their competitiveness in these fields.
• Don’t expect revenue from 5G services anytime soon - Stephane Teral
  We’ve been saying this since the start of the 5G discussion back in 2012. Let’s look at the reality: all markets are saturated, and consumers around the world complain about how expensive mobile services are whether ARPU is high or low like in Africa and India.
• Black Friday 2018 preview – smartphones - Gerrit Schneemann
  For retailers, Black Friday is an opportunity to tie smartphone purchases into wider spending at the store.
• II-VI announces plans to acquire Finisar - IHS Markit Technology Expert
  On 9 November 2018, II-VI Incorporated announced plans to acquire Finisar in a cash and stock deal with an equity value of $3.2 billion; the acquisition is expected to close in the middle of 2019.
• 3GPP Contribution Analysis: Who leads the mobile infrastructure race? - IHS Markit Technology Expert
  To achieve leadership in the mobile infrastructure market, suppliers must combine substantial internal research and development with engagement in standardization.
• Yummy—a network slice has been added to the telco menu - Stephane Teral
  I’m just back from cold and rainy Berlin, where I chaired the second Network Slicing Summit, held 23 October 2018 at the Messe as part of the large annual Broadband World Forum.

Mobile, Consumer & Connected Devices

• CommScope to acquire Arris for $7.4 billion, creating cable industry heavyweight - Merrick Kingston, John Kendall, Paul Erickson, Richard Webb, Mariana Angelou
  US telecommunications equipment maker CommScope will acquire Arris in a $7.4 billion deal valued at $5.69 billion, with the difference comprising CommScope’s assumption of Arris’s debt.
• Early observations from Black Friday 2018 - TVs - Paul Gagnon
  In an annual tradition, IHS Markit analyst Paul Gagnon headed out after Thanksgiving dinner to visit retail stores and observe early anecdotal evidence of how the 2018 holiday season is shaping up.
• 2018 China TV sales snapshots during Double 11 promotional event - Bing Zhang
  Chinese Double 11 (Single’s Day) is an online promotional holiday held on 11/11.
• Black Friday 2018 preview – smartphones - Gerrit Schneemann
  For retailers, Black Friday is an opportunity to tie smartphone purchases into wider spending at the store.
• 2018 Black Friday preview - TVs - Hisakazu Torii, Paul Gagnon
  Most of the major retailer ads for Black Friday have been released/leaked, so it is time to roll out our annual preview of the deals for TVs and how they compare to years past.
• China notebook PCs double 11 sales promotions at JD.com - Horse Liu
  Analysis of key double 11 promotions for notebook PC sales at JD.com. Double 11 is a key new "sales holiday" in mainland China, akin to Black Friday in Western countries.

Power & Energy Technology

• The convergence of e-mobility and energy storage was the hot topic at ESNA 2018 - Camron Barati, Julian Jansen
  Energy Storage North America (ESNA) is a leading conference and trade show for the energy storage industry in the United States.
• Revamping and repowering of solar PV plants: The size of the opportunity in Europe and how companies are facing this transition - Josefin Berg; Edurne Zoco, Ph.D.
  The concept of “revamping and repowering” is one of the newest terms in the solar industry.
• South Africa’s Eskom looks to deploy 360 MW / 1,440 MWh of battery energy storage by 2021 - Tala Bassil
  On 23 October, Eskom, South Africa’s state-owned utility, announced plans to develop 360 MW / 1,440 MWh of battery energy storage across 90 sites by 2021.
• IHS Markit revises China solar PV outlook 2018 from 37 GW to more than 40 GW - Holly Hu
  On 30 October, the National Energy Administration (NEA) reported that China had added 34.54 GW of solar PV in the first three quarters of 2018.

Semiconductors

• Q3 2018 Competitive Landscape Tool (CLT) quarterly updates - Ron Ellwanger
  Insight contains changes to the Quarterly CLT published November 27, 2018.
• Q3 2018 Competitive Landscape Tool Regional (CLT) updates - Ron Ellwanger
  Insight contains changes to the Regional CLT originally published in March 2018.
• Q3 2018 Competitive Landscape Tool Updates (CLT) annual - Ron Ellwanger
  Insight contains changes to the Annual CLT originally published in March 2018.