December 2018 Market Insights – Technology

Complimentary Content

Building, Home & City Technology

• Reinventing an industry: unit shipments of connected appliances to reach 89 million in 2018 - Blake Kozak
  In 2018, 89 million connected major home appliances are forecast to be shipped globally, up from 51 million in 2017.

Enterprise & IT

• Colocation services in North America expected to reach $25.5 billion in 2018 - Liz Cruz
  IT decision makers expect an average of 335 growth in total data center capacity as measured in IT racks from 2018 to 2019. More than half of IT racks are expected to be placed in colocation data centers in 2019, up from 49% in 2018.

Healthcare Technology

• A.I. in medical imaging… a must-have, whatever it is - Jason dePreaux
  One might think new technology that holds the promise to reduce medical costs, improve diagnoses, and raise patient comfort would make for exciting conversations in the medical imaging industry. Instead, the mere mention of A.I. today causes frequent and dismissive eye-rolls.
• Mammography equipment market: the rich get richer - Adam Davidson
  The global mammography equipment market boomed in 2017, but strong performances in mature markets contributed to the growing disparity between these markets and smaller, emerging markets.
• RSNA 2018: United Imaging’s American dream - Adam Davidson
  Equipped with confidence and ample investor contributions, United Imaging announced at RSNA its bold aspirations to enter and become a force in the United States imaging market.
• MEDICA 2018 brief – A change is coming - Kelly Patrick
  IHS Markit recently attended the world’s largest medical trade fair in Dusseldorf, Germany. Attendees ranged from healthcare professionals with a vested interest in learning more about innovative technologies, to dealers looking to establish relationships with new manufacturers.
• Patient monitoring: any signs of a pulse? - Kelly Patrick
  There has been a shift change in the patient monitor market, with innovation focused on improving cost efficiency, work-flow, and coverage of patient status.
• RSNA 2018: The comfortable MRI scan–oxymoron no more? - Holley Lewis
  Medical imaging manufacturers are working to relieve MRI-induced anxiety by enhancing patient comfort.

Manufacturing Technology

• Low-voltage motors in process industry markets up 4% in 2017 - Ivan Campos
  The low-voltage motor market contracted in 2016. Process industries were hit the hardest, largely due to depressed oil prices and oversupply concerns in the projects business.
• The rise of the Chinese machine safety market - IHS Markit Technology Expert
  The China International Industry Fair (CIIF) 2018, held in Shanghai on September 19-23, attracted numerous exhibitors and global audiences. The Industrial internet of things (IIoT) was the main theme of the show.

Media & Advertising

• Imax officially abandons VR hub trial - Charlotte Jones
  Imax has called time on its location-based virtual reality pilot, first launched in 2016.
• New channel tariff regime aims to increase transparency in Indian TV market - Constantine Papavassilopoulos
  The Telecom Regulatory Authority of India (TRAI) has introduced a new tariff regime to all Indian broadcasters, with the aim of providing more transparency between broadcasters and pay-TV operators, as well as more choice for the consumer.
• Asia TV Forum 2018 wrap-up - Kia Ling Teoh
  IHS Markit analysts attended Asia TV Forum in Singapore on 5-7 December to catch up on TV and online video market trends in Asia.
• RealD’s Ultimate Screen gains traction with Wanda - Charlotte Jones
  RealD has secured its most significant order by a circuit for the RealD Ultimate Screen, with a 100-screen order from Wanda Cinema Line Corporation in China.
• ITV Q4 outlook for ad spend highlights market frailty - Ryan Doherty
  ITV expects its Q4-18 ad revenue to fall 3%, which it has attributed to economic uncertainty associated with the protracted Brexit negotiations.

Mobile & Telecom

• With 2G, 3G and LTE hardware revenues falling, 5G rollouts are coming to the rescue - Stephane Teral
  Global 5G hardware revenue is expected to reach $19 billion in 2022, starting from a very low base of early adopters in the United States in the second half of 2018, followed by 5G rollouts in South Korea and massive 5G trials set for China in 2019.

Mobile, Consumer & Connected Devices

• Reinventing an industry: unit shipments of connected appliances to reach 89 million in 2018 - Blake Kozak
  In 2018, 89 million connected major home appliances are forecast to be shipped globally, up from 51 million in 2017.

Semiconductors

• Light sensors in new iPhones confirm their place and importance over fading fingerprint sensors - Manuel Tagliavini
  With Apple’s three latest iPhones confirming the continued use of 3D facial recognition technology, light sensors and 3D sensing mechanisms are set to become even more prominent.
• How to spot leading indicators of a successful 5G transition - Alina Sargiss
  With every new generation of cellular technology comes the 4 big questions.

Subscriber Content

Displays

• Chinese tier 1 TV makers still cautious and hope to reduce purchase forecast in Q1 2019 - Nick Jiang
  Purchases in Q4-18 by Chinese tier 1 TV makers will increase 4% quarter over quarter but fall 5% year over year.
• Large-area panel shipments remain flat in November - Robin Wu
  Combined, large-area and small/medium TFT-LCD panel shipments increased 9% month over month.
• Preliminary monitor display business plan by panel suppliers and a slight oversupply in 2019 - Peter Su
  Small-size monitors will experience oversupply in 2019, but larger monitors will be sustained with the shortage of IC films.
• AMOLED smartphone display evolution - David Hsieh
  With the simpler structure of flexible OLED, smartphone displays will integrate more functions in the future, including fingerprint, haptics, sound, and sensors.
• Japan Display remains competitive in the “B to C” business - Hiroshi Hayase
  Japan Display held a press conference to present the progress of “Future Trip.”
• LG Display’s overall panel production capacity to remain mostly unchanged despite OLED expansion - Alex Kang
  LG Display is expected to undergo only a limited fall in total panel production capacity by area after an aggressive ramp-up in OLED panel production.
• TDDI for smartphone display grows rapidly - Vicki Chen
  Demand for touch and display driver integration solutions for smartphones will exceed 500 million units in 2019.
• The hole display introduction - Brian Huh
  Smartphone OEMs started to release the hole-screen smartphone, which has the "punch hole" cutout for the selfie camera, at the end of 2018, with further expansions to come in 2019.
• Samsung Display shifts to QD OLED: scenario and risk analysis - David Hsieh
  QD OLED is a better but more difficult technology than white OLED, and Samsung Display is considering shifting to the technology for TV applications.
• China’s mobile OLED panel makers are still facing yield-rate challenges in 2018 - David Hsieh
  Chinese OLED makers have been ramping up capacity aggressively, but real shipment conversion rates are still lagging in 2018.
• Full screen with hole smartphone display: challenges for LCD and OLED - David Hsieh
  The full screen with hole smartphone display will be emerging as the new trend for 2019, but there are still many technical challenges for LCD and OLED.
• ChinaStar aggressively targets public displays, digital signage, and gaming monitor markets – David Hsieh
  Given increased consumer capacity and to expand market range for its products, ChinaStar has targeted four new areas.
• Display fingerprint sensing market is taking off – Calvin Hsieh
  The display fingerprint module market is expected to reach 30 million units in 2018.
• Sharp’s OLED business expansion plan is smaller than expected – Linda Lin
  The lack of resources in OLED technology R&D has slowed Sharp’s OLED business expansion plans.
• Snapshot of 2019 TV brands’ business plans and new players from China mobile brands – Deborah Yang
  All TV brands feel pressure to prioritize profits and restructure their business portfolio for larger and higher premiums, as well as to seek more OEM business to ensure competitive production scale.
• Sub-film shortage weighs on polarizer market for the short term – Irene Heo
  There are growing concerns that sub-film supply would fall short of polarizer production capacity, which is set to exceed demand with the upcoming addition of super-large polarizers.
• Global demand growth for flat-panel displays expected to ease through 2021 – Ricky Park
  After reaching 7.3% in annual growth in 2018, global demand for flat panel displays (FPDs) by area is forecast to rise 6.4% in 2019.
• Japanese FPD equipment makers’ market share remains strong despite significant growth of Korean industry – Charles Annis
  And now Chinese companies are starting to look for opportunities in the FPD equipment market as well.
• QD OLED, the knowns, the known unknowns, and the unknown unknowns – Charles Annis
  With the development and manufacturing technology of electroluminescence QD materials still years away from being commercially viable, Samsung is adopting a stepped approach to continuously enhance its QD displays.
• China’s tier-1 TV makers cut purchasing forecast for Q4 amid concerns about panel price trends – Nick Jiang
  China's tier-1 TV makers purchased 7.7 million TV panels in September, an increase of 7% in the month and 23% in the year.
• New MacBook Air lost leadership in ultra-light notebook design – Jason Hsu
  Following a 20% markup in retail pricing, the new MacBook Air faces a tough fight with Windows laptops.
• Notebook PCs face component capacity competition with emerging devices – Jason Hsu
  Panel makers have concerns about the market in the coming quarter, with brands reporting slowing panel purchasing and blaming the situation on the uncertainty of CPU supply.
• QD OLED must target cost benefit over WOLED – Jimmy Kim, Ph.D.
  QD OLED must try to catch up to current WOLED technology by reducing its material consumption.
• Shipments of TDDI panel for smartphone rebound in Q3-18 – Kimi Lin
  Shipments in Q3 rose and reached 84 million units, equivalent to growth of 73% for the year and 17% for the quarter.
• TEL releases high-density plasma dry etcher for Gen 10.5/11 & inkjet printer for Gen 4 – Charles Annis
  TEL is continuing to develop new machines in flat-panel display (FPD) value-added equipment growth segments.

Enterprise & IT

• Cisco doubles down on silicon photonics -IHS Markit Technology Expert
  On 18 December 2018, Cisco announced plans to acquire Luxtera Incorporated, a privately held semiconductor company focused on silicon photonics (SiP)- based solutions, for $660 million in cash and equity.

Media & Advertising

• Liberty Global to sell CEE DTH assets to M7 Group – Rob Moyser
  Liberty Global has reached an agreement to sell its Central and Eastern European DTH (direct-to-home) TV services to international pay-TV operator M7 Group.
• In India, localized content is as important as pricing when choosing a video service – Fateha Begum
  According to the latest consumer surveys from November 2018, when choosing video services in India, three in four connected consumers feel localized content is as important as price, especially the inclusion of local Indian content and the quality of subtitling and dubbing of foreign video content.
• Inside Secure acquires Verimatrix – Merrick Kingston, Cecilia Zhu
  Inside Secure, a mobile, banking, IoT, and SoC security specialist, will acquire video and media security specialist Verimatrix.
• 4K and 8K TV broadcasting begins in Japan – Hisakazu Torii, Paul Gray
  On December 1st, the first 4K and 8K TV broadcasts were launched by NHK, available via two satellite channels.

Mobile & Telecom

• Amdocs leads the convergent charging market – Stephane Teral, Stelyana Baleva
  To address several customer requests about convergent charging market vendor dynamics, we conducted additional research to further explore the “charging” segment of our 27 July 2018 Revenue Management Market Report – Regional.
• Cisco doubles down on silicon photonics – IHS Markit Technology Expert
  On 18 December 2018, Cisco announced plans to acquire Luxtera Incorporated, a privately held semiconductor company focused on silicon photonics (SiP)- based solutions, for $660 million in cash and equity.
• The SON shone at TDA USA in rainy San Francisco - Stephane Teral, Stelyana Baleva
  For self-organizing network (SON) fans, pioneers, and pundits, it was rewarding to see the role SON is already playing in network automation, leveraging crucial data sets from big data analytics.
• There is only one way—the Huawei – Stephane Teral
  As a warm-up for Thanksgiving festivities, Huawei pulled off its ninth Global Mobile Broadband Forum, an extraordinary two-day event at ExCeL London with a total of 2,200 attendees and participants, 57% more than last year’s event, which was also in London.
• Inside Secure acquires Verimatrix – Merrick Kingston, Cecilia Zhu
  Inside Secure, a mobile, banking, IoT, and SoC security specialist, will acquire video and media security specialist Verimatrix.

Mobile, Consumer & Connected Devices

• In India, localized content is as important as pricing when choosing a video service – Fateha Begum According to the latest consumer surveys from November 2018, when choosing video services in India, three in four connected consumers feel localized content is as important as price, especially the inclusion of local Indian content and the quality of subtitling and dubbing of foreign video content.
• Inside Secure acquires Verimatrix – Merrick Kingston, Cecilia Zhu
  Inside Secure, a mobile, banking, IoT, and SoC security specialist, will acquire video and media security specialist Verimatrix.
• Apple October 2018 event review – Horse Liu
  Recap and analysis of the recent October 2018 Apple product announcement event in New York, with the release of the iPad and MacBook Air.
• 4K and 8K TV broadcasting begins in Japan – Hisakazu Torii, Paul Gray
  On December 1st, the first 4K and 8K TV broadcasts were launched by NHK, available via two satellite channels.

Power & Energy Technology

• Highlights from Battery and Energy Storage 2018 – Mike Longson, Tala Bassil
  On 4 and 5 December, members of the energy storage team attended the second year of Battery and Energy Storage in Warwick, United Kingdom. Stationary energy storage, EVs, and battery technology were hot topics.
• New York Public Service Commission approves mandate for 3,000 MW of energy storage by 2030 – Camron Barati, Julian Jansen
  On 13 December, the New York Public Service Commission approved energy storage targets of 1,500 MW by 2025 and a long-term goal of deploying 3,000 MW by 2030, setting the stage for New York’s target to be the highest deployment target in the world.
• UK capacity market suspended following European Court of Justice ruling – Mike Longson
  The European Court of Justice has ruled in favor of Tempus Energy, a software provider for Demand Side Response (DSR), that the design of the United Kingdom’s capacity market mechanism was seen to support large-scale conventional generation instead of other distributed, lower-emission energy resources and DSR.

Security Technology

• SaaS in command and control – Alexander Richardson
  This brief provides insight into Software as a Service and its uptake in command and control rooms.

Semiconductors

• AMFT Executive Summary of Forecast Changes - Q4 2018 – Myson Robles-Bruce
  This is a brief executive summary of AMFT forecast changes produced exclusively for current subscribers.