Untitled

2013
BUSINESS AND TECHNOLOGY REPORT
April
Prepared by Ferhat nlkal 5/5/2013
} BUSINESS AND TECHNOLOGY REPORT
BUSINESS AND TECHNOLOGY REPORT

April 2013
Headlines Consumer Electronics (CE) Samsung posted a net profit of $6.4 billion in the first quarter of 2013. Samsung has confirmed plans to unveil new Ultra HD television. Samsung Electronics is expected to start selling its 55-inch OLED TV. Samsung Electronics Co Ltd is planning to install its brand shops in more than 1,400 Best Buy Co Inc stores. Samsung has inked a deal with TeliaSonera to develop a Smart TV solution. Samsung and PureHD announced the launch of the first Samsung North American IPTV and interactive services enabled hotel. LG January-March net profit fell to 22.1 billion won ($19.7 million) from 247.5 billion won a year earlier. LG announced that its world-first curved OLED TVs will launch in the second half of this year. LG is now accepting orders for its 55inch curved OLED TV. LG and Google will be teaming up to produce several new products. LG Electronics will be the first to offer the incredible convenience of PayPal on its Smart TV platform. LG Electronics are now rated on the EPEAT global registry for greener electronics. Sony is planning to release a 30-inch Ultra HD OLED display.
Sharp Corp. is considering selling a Polish factory. Sharp will reportedly release large-size Ultra HD TVs near the end of 2013. Panasonic Corp. will refocus its business toward producing car and home electronic equipment for other companies. Panasonic has placed an indefinite hold on research and development of Plasma TV panels. Bridgelux and Toshiba Corporation announced that they have entered into an agreement. Hitachi lost a U.S. patentinfringement trial. Vizio plans to introduce new direct-lit LED TVs. TCL has disclosed it sold almost four million flat screen TVs. TCL announced that it has purchased a 30% stake in CSOT. Finlux have taken the decision to sell direct online, cutting out the retailer completely. Foxconn saw its sales drop 19 percent to $26.9 billion. Foxconn indicated plans to establish up to 30 additional retail locations in the Greater China. Foxconn Electronics (Hon Hai Precision Industry) has dismissed rumors that it is closing its Cybermart IT retail operations in Taiwan. Global shipments of all kinds of televisions in 2012 amounted to 238.5 million units, down 6.3 percent from 254.6 million in 2011. Global flat panel display (FPD) TV shipments fell by 10% in February 2012 and by an estimated 4% in March compared to the same months in 2012. Shipments in 2013 of TVs into the US market will amount to a projected 36.6 million units, compared to 37.6 million in 2012. Taiwan-based LCD TV makers' shipments reached 7.91 million in firstquarter 2013. According to market data in China, domestic sales of TVs in China were 12.386 million units from JanuaryMarch, showing an on-year increase of 42.8%.
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IPTV STB industry shipments will rise to 158.4 million units in 2016, up from 76.3 million in 2011. Social and digital entertainment users is predicted to reach 2.4 billion by 2018 with 7.9% CAGR.
ICT Samsung Electronics is aiming to reach 500 million in handset shipments. Samsung Electronics Co sold a record 69.4 million smartphones in the first quarter. Samsung introduced the Galaxy Mega line. Samsung will bring two large screen display bearing smartphonetablet hybrid devices under its 'Galaxy Mega' series. Mozilla and Samsung are tag-teaming on a new, highly secure Web browser engine dubbed Servo. Apple is developing a range of innovative online services. LG plans to launch mobile phones by the middle of this year that support Mozillas Firefox operating system. LG has announced that a smartphone with flexible OLED screen will be launched before the end of 2014. Sony is tapping into the fastest-growing segment for digital book sales. Google Inc will launch a new version of its Nexus 7 tablet powered by Qualcomm. Amazon is working on a set-top box. Cisco recently announced that it has agreed to buy cellular-network-gear provider,Ubiquisys Ltd. for $310 Million. Ericsson struck a deal to buy Microsoft Corp's Mediaroom IPTV business. Siemens said it is planning to cut over 3,000 jobs. Apple iPhone manufacturer Foxconn has resumed hiring. Hon Hai has agreed to pay Microsoft royalties on devices running the Android or Chrome OS. Foxconn is estimated to be receiving back 5-8 million iPhones.
Hon Hai Precision Industry said it hopes to sign an agreement with Indonesia next month. Compal Communications has for the first time adopted to develop entrylevel Android smartphones. The IDC reported a total of 76.3 million PC shipments during the first three months of 2013, a 13.9 percent decline from the same period in 2012. Notebook ODMs are expected to see on-month shipment declines in April. Manufacturers shipped 216 million smartphones worldwide in the first three months of this year. Approximately 100 million midrange tablets are expected to be sold in China during 2013. Western China were not affected by the 7.0-magnitude earthquake which struck nearby on April 20.
Panel Industry Samsung invested $4.8 Bn in 2011, $6B in 2012, and will invest $4 Billion in 2013. Samsung and LG were urged to reach an agreement on patent sharing. Samsung has spoken to Google with a view to potential investment in OLED display business. Samsung Display has reportedly dropped pricing for its 40-inch TV panels. LG Display reported its smallest profit since it returned to the black in the second quarter. LG invested $225 million in 2010, planned investment of approx. $2.8 Bn in 2012, of that $1.9Bn. LG plans to ship its first batch of flexible displays later this year. Shares in LG Display plunged more than 4 percent. Japan display has begun to make profits. Sharp had a 500 billion yen ($5.1 billion) net loss for the year. Sharp will manufacture the 11.6 inch indium-gallium-zinc oxide (IGZO) panels for Samsung.
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AUO has announced that its consolidated revenues in the first quarter of 2013 were US$3.16 billion, down 5.2% from the previous quarter. AUO is expected to expand production capacity in 2013 AUO is exhibiting a 65-inch Ultra HD TV panel. AUO has been shipping 55- and 65-inch Ultra HD TV panels. AUO is expected to further bump up its shipments of Ultra HD TV panels due to a recent order increase from Philips.. AUO is unlikely to land orders for the next-generation iPad mini. AUO will debut the 5-inch Full HD OLED smartphone display. Innolux has order visibility for handset panels until the fourth quarter of 2013. Innolux shipped more than 100,000 39to 50-inch Ultra HD TV panels in March. Innolux alone is aiming to ship between 2-3 million Ultra HD TV panels. Innolux has already shipped over 300,000 6.1-inch panel shipments. BOE and CSOT are expected to generate first-quarter net profits of US$32.1-40.2 million and CNY400 million. BOE has plans to start producing 28inch TV panels as of June 2013. CPT has seen increasing orders for small- to medium-size TFT-LCD panels from China-based vendors. The shipments of TV panels amounted to 16.8 million units, down 10% from 18.7 million units. Global large-size TFT-LCD panel shipments reached 68.6 million units in March 2013. Taiwan-based panel makers' shipments of small- to medium-size TFT LCD panels in the first quarter of 2013 reached 350 million units. Apple and Samsung Electronics together will ship 110 million tablets in 2013. Taiwan-based panel makers' large-size TFT LCD panel shipments are expected to reach 60.87 million units in the second quarter of 2013. Korea- and China-based panel makers have plans to produce 41.5-inch panels in 2013.
As Innolux, AUO and CSOT have been increasing production of Ultra HD TV panels. LED TVs will account for 100% of Samsung and 90% of LG's TV products in 2013. The China government may increase tariffs on TV panels sized 32-inch and above from 5% to 8% by the end of July 2013. Amoled display shipments for mobile handset applications are expected to grow to 447.7 million units in 2017, up from 195.1 million units in 2013. OLED TV development may increase in the future despite recent setbacks in mass producing OLED TV panel technology. Market estimates believe that less than 10,000 OLED TV panels will be produced in 2013 and will only increase to about 1.7 million units by 2015. Demand for TV panels has been rising due to China's Labor Day holidays. Quotes for LCD TV panels for the first half of April have remained mostly stable. Taiwan-based panel makers are continuing to see increased orders. Shipments of 9.7-inch panels rose to three million units in February, compared to 1.1 million units in January. Japan-based makers, mainly Sharp and Panasonic, have been developing 6inch ultra-thin high-end panels. The panel industry has yet to be affected by rising tensions.
Semiconductor Industry Intel has big plans in the networking plans that will upset the status quo from merchant silicon vendors. Intel's CEO claims that its latest processor technology will slash the price of Windows 8 touch interface devices to as little as $200. Broadcom and SK Telecom recently collaborated to launch the first 5G WiFi hotspot router.
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Broadcom and STMicro tied in unit shipments for the worldwide set-top box IC Market in 2012. STMicroelectronics has begun working with research partners to develop a pilot line for next-generation MEMS devices. STMicroelectronics increased MEMS sales by 10 per cent in 2012. STMicroelectronics says that the companys Orly system-on-chip (SoC) is now powering a new generation of advanced set-top boxes. STMicroelectronics announced that its Near Field Communication (NFC) controller. NXP and Cohda have signed the Car2Car Communication Consortium Memorandum of Understanding (MoU). NXP announced availability of FlexRay transceivers. NXP Semiconductors has announced the acquisition of Code Red Technologies NXP announced that the Moscow Department of Transport has selected MIFARE Plus for the new "TROIKA" smart card Project. NXP announced with ALIOTH the launch of a contactless smart card solution product called SCOne. NXP launched a new family designed specifically for Power over Ethernet. Sigma announced its Z-Wave Next Gen portfolio. Robert Bosch saw 14 per cent growth, to $842 million in MEMS sales. Taiwan authorities are investigating possible insider trading linked to the planned $3.8 billion merger of Mediatek and Mstar. Mediatek announced the launch of its next-generation, dual-core smartphone platform. ARM has begun implementing an updated licensing model. Apple has been in touch with TSMC, sharing confidential data concerning the A7 SoC. Synopsys announced that LG Electronics, Inc. has adopted IC Validator, Synopsys' physical verification applications tool.
Cambrios Technologies Corp. has teamed up with Novaled AG. MEMSIC announced that it has agreed to be acquired by IDG-Accel China Capital II. Wireless charging advocacy group Power Matters Alliance announced that it has recruited Samsung, HTC and LG. The ZigBee Alliance has just released for public access its third wireless specification. The ZigBee Alliance announced it has completed development and ratified the Smart Energy Profile 2. Gartner's global chip market numbers put the market at $299.5 billion in 2011 and falling by 2.7 percent to $291.6 billion in 2012. Global Semiconductor and Electronic Parts Manufacturing industry is expected to generate $713.1 billion in revenue, up 3.7% from the previous year. MCU shipments climbed to a new record high of 17.3 billion in 2012. Overall front-end fab equipment spending is expected to double next year from $810 million in 2013 to $1.62 billion in 2014. TV-use IC suppliers are expected to see their orders increase more than 20%. The worldwide installed base of ZigBeeenabled smart energy devices will grow from 39.5 million at the end of 2012 to 219.2 million devices by 2020. China-based handset and tablet manufacturers in 2012 more than doubled their share of purchases of (MEMS) motion sensors. Yole calculates the MEMS industry overall saw another 10 per cent growth in 2012 to become an $11 billion business.
Software Industry Microsoft has sold its Mediaroom IPTV platform to Ericsson. Microsoft on reported a 19 percent year-on-year increase in profit. Microsoft has signed a deal with Hon Hai. } 5
Microsoft Corp. came out on top in the first of two patent trials versus Google. Microsoft has released a new video demonstrating its research divisions proof-of-concept IllumiRoom technology. Toyota is teaming up with Microsoft for an Internet service that links cars. Microsoft has signed a patent deal with ZTE. Microsoft (MSFT) is reportedly developing a seven-inch tablet. Microsoft's CFO confirmed that the company and its hardware partners would ship smaller, lower-priced Windows tablets. Cisco and Microsoft have announced that they will be working together on a series of new products targeted at enterprise data centers. Google Inc's core Internet business grew net revenue 23 percent in the first quarter. Facebook has developed new software to showcase the social network on mobile devices powered by Googles Android operating system. Digisoft.tv and Dune HD announce a new cost-effective consumer platform. The TV Middleware market has seen a number of recent acquisitions. Ericsson not only will become the leading player in the market for IPTV.
Europe are able to receive a TV Everywhere/multiscreen service. Retail and Payment Industry VeriFone announced it has been awarded a two-year contract to provide managed services for operated by ChinaPnR. VeriFone announced that WorldPay has completed compatibility certification of the VeriFone. ROAM has launched ROAMpay X4, the latest evolution of its mobile point of sale (mPOS) application. Ingenico announced that Avant-Garde Marketing Solutions, Inc has chosen Ingenico's Telium2 series payment Ingenico leading worldwide provider of payment solutions, announced that Sterling Payment Technologies has added a comprehensive range of Ingenico's Telium2. Ingenico, and Vantiv, Inc. announced that Vantiv will begin deploying Ingenico's Telium series point-of-sale (POS) devices. Ingenico,and Heartland Payment Systems are teaming up on the development of E3 and EMV-capable attended terminals. ROAM announced the release of the RP350x. NCR is introducing a new application, Movie Time, for smartphones. Toshiba Global Commerce Solutions, Inc., announced the expansion of its mobility solutions to include support for the Isis SmartTap mobile commerce application. The global MPOS industry registered significant growth in terms of the volume of terminals in opperation during 2011-2012. The number of terminals grew from 4.5 million in 2011 to 9.5 million in 2012, registering a CAGR of 111%. Tesco will instead focus on using NFC for loyalty points cards and coupons. PayPal is extending its reach to more physical stores, having signed up 50 merchant acquirers.
Service Industry Vivendi Universal said that it would buy its one-time legal foe MP3.com Inc. AT&T Inc will kick off its home security and monitoring service. Turkcell dropped its multibilliondollar U.S.lawsuit against MTN Sky announced plans on to bring its Sky Go app. SES announced that, together with its partners Harmonic and Broadcom Corporation it has pioneered the first Ultra HD transmission. mDialog announced a reimagining of TV commercials. Parks Associates research finds over 70% of pay-TV subscribers in Western
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Group ISO Merchant Services is proud to announce they are offering a new line of credit card. Turkcell has launched mobile payment in transportation. Cardtek Group has recently signed an agreement with TREVICA on a new project. Epson announced its collaboration with Jimac, Inc to equip new Epson point-ofsale (POS) printers with Web-based applications. Global POS Hardware and Software market to grow at a CAGR of 7.84 percent over the period 2011-2015. processing technology to merchants. 1.5 billion EMV cards have been issued globally and 21.9 million POS terminals accept EMV cards. In 2012 the value of the entire RFID market will be $7.67 billion, up from $6.51 billion in 2011.
Consumer Electronics (CE) Samsung Financial South Korea's Samsung Electronics posted a net profit of 7.15 trillion won ($6.4 billion) in the first quarter of 2013, backed by strong smartphone sales and reduced marketing expenses. The profit figure was up 41.6 percent from 5.05 trillion won in the first quarter of 2012
Energy Industry Siemens Smart Grid Division and Teradata recently announce a global strategic cooperation in the field of big data. Foxconn agreed to make solar panels for MEMC Electronic Materials Inc. (WFR)s SunEdison unit in Mexico. Mitsubishi Heavy Industries (MHI), Hitachi and Mitsubishi Corporation (MC) have launched operation in an electricity vehicle demonstration Samsungs stock performance Ultra HD TV Samsung has confirmed plans to unveil new Ultra HD television hardware at this year's IFA trade show in Berlin, Digital Spy said.
OLED TV Samsung Electronics is expected to start selling its 55-inch OLED TV in the Taiwan market in third-quarter 2013, according to industry sources.
Brand Shops Samsung Electronics Co Ltd is planning to install its brand shops in more than 1,400 Best Buy Co Inc stores this year, a move that some on Wall Street said could help the world's largest consumer electronics chain boost in-store traffic, sales and profitability.
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Smart TV with TeliaSonera Samsung has inked a deal with TeliaSonera to develop a Smart TV solution to offer 'set-top box free' IPTV service. This solution will eliminated the need for an external set-top-box (STB) for IPTV.
Curved OLED TV LG announced that its world-first curved OLED TVs will launch in the second half of this year, Engadget reported. The company unveiled its curved displays at the Consumer Electronics Show in January and promised that they deliver wider viewing angles than standard OLED TVs with an improved panoramic experience. The display was showcased with a 55-inch OLED panel that included a paper-thin design, 1080p full HD resolution and 3D support. LG hopes its new curved TVs will help it boost falling TV sales, however the price of OLED technology is still a major hurdle the company must overcome.
Cooperation with PureHD for Radisson Samsung Electronics America, a display market leader and award-winning innovator in consumer electronics, and PureHD, a leading provider of digital high-definition television solutions, announced the launch of the first Samsung North American IPTV and interactive services enabled hotel, the Radisson Blu Mall of America.
LG Financial LG Electronics Inc. said its first quarter earnings shrank to less than one tenth of the year-earlier quarter as its TV business languished, masking a recovery in mobile phone sales. It forecast higher profit for the current quarter as new smartphone models and a revamped lineup of TVs hit shelves in global markets. But it expected worldwide demand for TVs to remain muted due to the slow economic recovery in developed countries. The South Korean company's JanuaryMarch net profit fell to 22.1 billion won ($19.7 million) from 247.5 billion won a year earlier.
55 OLED TV orders LG is now accepting orders for its 55inch curved OLED TV, which will set you back KRW 15 million, or $13,500.
Cooperation with Google A new report suggests that LG and Google will be teaming up to produce several new products including another smartphone and an OLED TV set. According to the Korea Times, Google CEO Larry Page met with LGs chief executive Koo Bon-joon on a recent visit to South Korea. The two executives reportedly spoke for more than an hour and discussed ways to improve their business partnership, including more deals between the two companies. LG is now said to be working on a second Nexus-branded smartphone and is reportedly in talks to launch an LG-Google OLED TV, in addition to its current lineup of Google TV products. LG previously partnered with Google to release the popular Nexus 4 smartphone last fall.
LGs stock performance
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Paypal in Smart TV Platform LG Electronics will be the first to offer the incredible convenience of PayPal on its Smart TV platform. Available now on 2013 LG Smart TVs available in the United States, Canada and the United Kingdom, the feature will also be included in LG Smart TVs in France, Germany, Spain, Italy and Australia starting this month with other markets to follow.
televisions for the European market as part of turnaround efforts, sources familiar with the matter said Monday. European sales of Sharp's LCD TVs stood at 1.4 million units in fiscal 2010. But, hit by the anemic European economy, the sales fell to some 1 million units in fiscal 2012. Sharp operates television assembly plants in Malaysia and the Chinese city of Nanjing, in addition to those in Poland and Mexico.
Greener Electronics More than 50 television models from LG Electronics are now rated on the EPEAT global registry for greener electronics, which expanded to include televisions for the first time.
Sony 30 Ultra HD OLED Sony is planning to release a 30-inch Ultra HD OLED display with a resolution of 4096 by 2160 for use in the commercial segment, which may come equipped with panels supplied by AU Optronics (AUO), according to industry sources. Sharps stock performance Ultra HD TVs Sharp will reportedly release large-size Ultra HD TVs near the end of 2013 despite industry rumors stating the TV will be released sometime during the summer, according to industry sources.
Panasonic Refocusing its business Looking to shift away from its reliance on home electrical appliances, Panasonic Corp. will refocus its business toward producing car and home electronic equipment for other companies, according to its newly issued midterm business programme. "We'll break our dependence on home electric appliances," Panasonic President Kazuhiro Tsuga said at a Tokyo press conference last week. The firm aims to increase sales from car-related business to 2 trillion yen or more--twice the current figure--in fiscal 2018, with an eye to complete more
Sonys stock performance Sharp Selling Polish Factory Sharp Corp. is considering selling a Polish factory where it has been assembling liquid crystal display
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mergers and acquisitions with other companies. In the housing sector, Panasonic plans to enhance cooperation with PanaHome Corp., a house construction firm under its umbrella, to accelerate the expansion of its home remodeling business and marketing of its nextgeneration, energy-efficient houses.
expanded licensing and manufacturing relationship.
Toshibas stock performance Hitachi Patent infringement Panasonics stock performance Shifting to OLED Displays Panasonic has placed an indefinite hold on research and development of Plasma TV panels in favor of OLED displays. Based on a report from The Verge, it seems that Panasonic's latest range of Plasma TVs will be the company's last, as it has now ceased all research and development into plasma panels and will be shifting to OLED displays. Hitachis stock performance Vizio New Direct Lit LED TV Vizio, a TV brand invested in by Amtran, plans to introduce new directlit LED TVs and the main panel supplier is LG Display. Wu noted that the firm still has 3-6 weeks of inventory, hence the tensions will not pose immediate impact on the industry. Hitachi Ltd. (6501) lost a U.S. patentinfringement trial in which it sought as much as four years of royalty payments from TPV Technology Ltd. (903) on sales of high- definition televisions.
Toshiba Agreement with Bridgelux Bridgelux Inc., a leading developer and manufacturer of LED lighting technologies and solutions, and Toshiba Corporation, a world-leading electronic manufacturer, announced that they have entered into an agreement under which Bridgelux will sell to Toshiba its industry-leading GaNon-Silicon technology and related assets, and the companies will strengthen and extend their strategic technology collaboration, through an
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TCL Flat TV Sales China-based TV vendor TCL has disclosed it sold almost four million flat screen TVs during the first quarter of 2013 and may see net profits rise 670710% on quarter during the period, according to industry sources.
Foxconn Financial According to Reuters, which obtained a copy of the company's financials during the three-month period ending March, Foxconn saw its sales drop 19 percent to 808.9 billion Taiwan new dollars ($26.9 billion). During the same period last year, Foxconn's revenue hit 1 trillion Taiwan new dollars.
TCLs stock performance Acquisition of CSOT stake TCL also recently announced that it has purchased a 30% stake in CSOT, indicating that TCL wants to have an even more vertically integrated supply chain during 2013. TCL currently has ample supply from CSOT for TV panels sized 28-, 37-, 46-, 48- and 55-inch, the observers said. Foxconns stock performance Retail shops in China Leaders of Taiwanse multinational electronics contract manufacturing company Foxconn and its affiliates indicated plans to establish up to 30 additional retail locations in the Greater China markets this year.
Cybermart Retail Channel Finlux- Vestel Direct Online Finlux have taken the decision to sell direct online, cutting out the retailer completely - hence the new name of Finlux Direct. Finlux Direct is showing a raft of new products including several LED TVs with Smart features and 3D. Foxconn Electronics (Hon Hai Precision Industry) has dismissed rumors that it is closing its Cybermart IT retail operations in Taiwan. Rumors about Cybermart, a retail chain in China and Taiwan under the Foxconn Group, quitting the Taiwan market have spread after several of its highranking executives reportedly left the company in January. Meanwhile, the company has also recently started discussing about canceling orders and clearing up inventory with its consumer electronics and home appliance distributors, according to sources from Taiwan's channel retailers.
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Foxconn pointed out that the company's channel retail business is currently undergoing a strategic transformation. The company is set to adopt a business model where its outlets will serve as experiencing centers for consumers with ecommerce at its business core.
CE Market TV Shipments Global shipments of all kinds of televisions in 2012 amounted to 238.5 million units, down 6.3 percent from 254.6 million in 2011. Shipments arent expected to rise back to the 2011 level until 2015, when they will amount to 253.1 million units.
Global shipments of FPD TVs amounted to 12.6 million units in February, down from 14 million one year earlier. Shipments fell by another 4% in March, according to a preliminary estimate by IHS. Global shipments of large-size TVs are increasing very quickly, especially for the 50-inch and larger sets, based on analysts of shipments from the world's top 14 vendors, added IHS. Comparing February 2013 to the same month in 2012, worldwide shipments of 50-inch and larger sized TVs increased to 10%, double the 5% in 2012.
TV Shipments in US Shipments in 2013 of TVs into the US market will amount to a projected 36.6 million units, compared to 37.6 million in 2012. The anticipated 2.7% contraction will be smaller than the 5.8% slide suffered by the industry in 2012 when domestic TV shipments retreated from 39.9 million units in 2011. However, it will mean that shipments will have declined for two straight years by the time 2013 is over, said IHS.
Taiwan based LCD TV makers shipments By 2017 global television shipments will rise to 270.5 million units for a number of reasons as Chinese manufacturers flood the Asia-Pacific markets with new models; as Japan, North America and Western Europe continue to recover; and as ultra-high-definition (UHD) and organic light-emitting diode (OLED) TV uptake becomes more affordable. Taiwan-based LCD TV makers' shipments reached 7.91 million in firstquarter 2013, down 24.7% sequentially and down 7% on year, according to Digitimes Research. The shipments were lower than the makers' expected 8.56 million units, and marked the first time since 2011 when they did not reach 10 million in shipments, said Digitimes Research. Approximately 7.7% of the makers' LCD TVs shipped during the first quarter were sized 50-inch, while sizes 40-inch and above made up 39% of shipments, up from 37.2% in the previous quarter, added Digitimes Research.
Flat Panel Display TV Shipments Global flat panel display (FPD) TV shipments fell by 10% in February 2012 and by an estimated 4% in March compared to the same months in 2012 as demand in China plunged following the Lunar New Year buying season, according to research firm IHS.
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TV Sales in China TV sales are expected to grow as high as 12% on year during the May 1 holiday period in China, according to market observers. Market estimates believe TV sales during the time period, which expends over roughly three weeks, will reach between 4.33 million to 5.62 million for on-year growth of 9.2-12%, said the observers. According to market data in China, domestic sales of TVs in China were 12.386 million units from JanuaryMarch, showing an on-year increase of 42.8%. The sales value reached CNY41.63 billion (US$6.7 billion), up by 39.1% on year. In particular, sales of LCD TVs reached 11.691 million units, representing an on-year growth of 49.3% and the sales value reached CNY39.33 billion, showing an on-year growth of 44.6%. In first-quarter 2013, the penetration rate of smart and 3D TVs in China were 37.2% and 38.8%, respectively. Meanwhile, the penetration rate of large-size TVs (above 46-inch) exceeded 20% in China in the first quarter of 2013.
ICT Industry Samsung Handset Shipments Samsung Electronics is aiming to reach 500 million in handset shipments throughout 2013, according to industry supply chain sources. The sources said that at present Chinabased panel maker BOE is shipping approximately 10 million panels a month to Samsung for its entry-level and midrange handsets. Samsung also has panel supply for use in entry-level and midrange handsets from Tianma MIcro-electronics, Chunghwa Picture Tubes (CPT), AU Optronics (AUO), as well as high-end panel technology from Sharp and Japan Display in addition to supply from Samsung Display, added the sources.
Smartphone sales Samsung Electronics Co sold a record 69.4 million smartphones in the first quarter, boosting its market share to an all-time high of 33.1 percent, data from research firm Strategy Analytics showed.
IPTV STB IPTV STB industry shipments will rise to 158.4 million units in 2016, up from 76.3 million in 2011. IPTV represents the fastest-growing segment of the pay-TV market, with a 16 compound annual growth rate (CAGR) in homes served through 2016.
Phablet Samsung will bring two large screen display bearing smartphonetablet hybrid devices under its 'Galaxy Mega' series. These two Galaxy Mega phones will feature 5.8-inch and 6.3-inch touchscreens, according to SamMobile which also said that the devices are expected to arrive in the second quarter (between May and June) of this year. Samsung introduced the Galaxy Mega line, two new smartphones that stretch the upper limits of the "phablet" category. Samsung Electronics will launch a 5.8inch mid-range smartphone and has placed orders for panels with a few Taiwan-based makers, mainly
Digital Entertainment Social and digital entertainment users is predicted to reach 2.4 billion by 2018 with 7.9% CAGR. Digital entertainment revenue including social driven is expected to grow 10.06% CAGR reaching US$ 850 billion by 2018.
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Chunghwa Picture Tubes (CPT) and Giantplus Technology, to supply one million panels in total a month, with shipments to begin in May or June, according to Taiwan-based supply chain makers. Both CPT and Giantplus refused to comment on a single customer or on orders. Cooperation with Mozilla Mozilla and Samsung are tag-teaming on a new, highly secure Web browser engine dubbed Servo, built on Mozilla's new "safe systems" programming language called Rust. The engine is aimed at taking advantage of multicore, heterogeneous computing architectures, according to Mozilla CTO Brendan Eich.
LG Mozilla Firefox OS in Smartphones South Koreas LG Electronics Inc., which has long used Google Inc.s Android in its smartphones, plans to launch mobile phones by the middle of this year that support Mozillas Firefox operating system. The company plans to launch the phones in Brazil, Colombia, Spain and Venezuela, a company spokesman said. It also plans to expand the launch of new Firefox phones to Hungary, Mexico, Montenegro, Poland and Serbia during the second half of this year or next year.
Flexible OLED Screen on Smartphone LG has announced that a smartphone with flexible OLED screen will be launched before the end of 2014.
Apple Financial Debt operation Apple Inc wowed the debt markets with the largest non-bank bond deal in history, pricing a whopping US$17 billion (RM51.7 billion) as the US computer giant switches strategy to placate restless shareholders.
Sony Digital Book Sony is tapping into the fastest-growing segment for digital book sales by launching a dedicated shopping portal for children called Kids Corner. Launched last month as part of the Sony Reader Store, Kids Corner sells ebooks in the EPub 3.0 format. That format is readable on most e-readers, smartphones and tablets, excluding Amazon.com Inc.s Kindles, which use a proprietary format. EPub 3.0 lets publishers insert interactive elements like video and music into ebooks.
Apples stock performance Innovative Online services A Morgan Stanley analyst believes Apple is developing a range of innovative online services, one of which could well be a true virtual wallet mobile payment system.
Google New Generation Nexus 7 Google Inc will launch a new version of its Nexus 7 tablet powered by Qualcomm Inc's Snapdragon processor around July, two sources told Reuters,
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as the software giant pushes deeper into the cut-price mobile hardware market.
for mobile operators and consumers. It specializes in small-cell radio transmitters called picocells or femtocells that improve cellular services.
Googles stock performance Amazon STB Amazon (NASDAQ: AMZN) is working on a set-top box, according to Bloomberg. The device will allow TVs to access streaming Internet video content. Ericsson
Ciscos stock performance
Acquisition of Microsoft IPTV Busines Swedish telecom equipment maker Ericsson struck a deal to buy Microsoft Corp's Mediaroom IPTV business, which makes software used by phone companies to deliver television over the Internet, making it the world's leader in a growing business.
Amazons stock performance Cisco Acquisiton of Ubiqusys Cisco Systems Inc. ( CSCO ) recently announced that it has agreed to buy cellular-network-gear provider, Ubiquisys Ltd. for $310 million. Swindon, U.K.-based Ubiquisys Ltd. is a privately-held mobile communications company. It designs and develops communications devices and solutions
Ericssons stock performance Siemens Cost Cutting German engineering giant Siemens said it is planning to cut over 3,000 jobs in its industrial division as part of a vast plan to save six billion euros ($8 bn) as it faces falling profits. } 15
Compal Entry Level Android Smartphone Compal Communications has for the first time adopted a reference design platform offered by Broadcom to develop entry-level Android smartphones with the first wave of such models likely to be shipped, probably to China, in the second quarter of 2013, according to industry sources.
Siemens stock performance Foxconn iPhone 5S and low cost iPhone Apple iPhone manufacturer Foxconn has resumed hiring at its Zhengzhou, China production plant. According to Bloomberg, the hiring freeze at the company has come to an end in anticipation of the iPhone 5S and low-cost iPhone smartphones.
Microsoft Royalties on Android OS Foxconn's parent company Hon Hai has agreed to pay Microsoft royalties on devices running the Android or Chrome OS. Microsoft announced. Compals stock performance ICT Market PC Market The IDC reported a total of 76.3 million PC shipments during the first three months of 2013, a 13.9 percent decline from the same period in 2012. The figure is almost double the predicted drop of 7.7 percent.
Faulty IPhones Apple iPhone manufacturer Foxconn is estimated to be receiving back 5-8 million iPhones because of faulty hardware. According to China Business, the manufacturer is facing returns for numerous unspecified defects. The cost of each repair is estimated at $200 per smartphone for a total loss of $1.6 billion.
Agreement with Indonesia Hon Hai Precision Industry, the world's largest electronics contract maker, said it hopes to sign an agreement with Indonesia next month to make and sell handsets in the Southeast Asian country's huge domestic market.
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Top 5 Vendors, Worldwide PC Shipments, First Quarter 2013 (Preliminary) (Units Shipments are in thousands)
1Q13 Shipme Vendor 1. HP 2. Lenovo 3. Dell 4. Acer Group 5. ASUS Others Total nts 11,997 11,700 9,010 6,150 4,363 33,075 76,294 1Q13 Market Share 15.7% 15.3% 11.8% 8.1% 5.7% 43.4% 100.0% 1Q12 Shipme nts 15,726 11,705 10,110 8,952 5,401 36,739 88,635 1Q12 Market Share 17.7% 13.2% 11.4% 10.1% 6.1% 41.5% 100.0% 1Q13/1 Q12 Growth -23.7% 0.0% -10.9% -31.3% -19.2% -10.0% -13.9%
last week. IDC said smartphones made up 51.6 per cent of the 419 million mobile phones shipped Tablet Shipments Global sales of tablet computers surged by 142.4 percent in the first quarter of 2013 as more and more consumers chose small-screen devices over PCs, research figures showed. The International Data Corporation (IDC) research firm reported that tablet shipments in the first quarter of the year had totaled 49.2 million units, eclipsing the total for the entire first half of 2012.
TabletPC in China Approximately 100 million midrange tablets are expected to be sold in China during 2013 as well as 330 million smartphones and 146 million feature phones, according to market observations.
Source: IDC Worldwide Quarterly PC Tracker, April 10, 2013 Decreasing notebook shipments Notebook ODMs are expected to see on-month shipment declines in April with Compal Electronics and Wistron dropping about 10%. Meanwhile, Quanta and Pegatron will only see single-digit percentage drops on month. Compal is expected to ship 3.7-3.8 million notebooks in April, down from 4.2 million units in March, Wistron from 2.4 million units to about 2.2 million units and Quanta from 3.5 million units to 3.3-3.4 million units. Pegatron shipped about 900,000 notebooks in March. Due to most brand vendors waiting for Haswell-based processors set for launch in June, they are holding back their orders until May. As for the second quarter, overall notebook shipments are expected to suffer a slight drop sequentially.
Earthquake in China Four Taiwan-based notebook ODMs, Quanta Computer, Compal Electronics, Wistron and Inventec, have indicated that their factories in Chongqing and Chengdu, western China, were not affected by the 7.0-magnitude earthquake which struck nearby on April 20. Quanta plans to complete moving a large portion of its notebook production capacity from eastern China to Chongqing in 2014-2015. Compal's factory in Chengdu currently has a monthly production capacity of more than 500,000 notebooks and capacity will be expanded. Wistron has set up factories in Chongqing and in Chengdu. Inventec has reached full utilization of the notebook production capacity at its factory in Chongqing and will be expanding beginning the second half of 2013, with the factory to be responsible for 90% of all orders in 2014 and 100% in 2015. } 17
Smartphone shipments
Manufacturers shipped 216 million smartphones worldwide in the first three months of this year, compared with 189 million regular mobile phones, according to a study IDC released late
Panel Industry Samsung Display OLED investments Samsung invested $4.8 Bn in 2011, $6B in 2012, and will invest $4 Billion in 2013. It has sold more than 100 million OLED displays used in the galaxy S series alone.
customer, weakened amid intensifying competition. Its net income for the January-March period was 3.5 billion won ($3.1 million), compared with a net loss of 129.2 billion won a year earlier.
OLED panel sharing with LG
Samsung and LG were urged to reach an agreement on patent sharing to keep at bay the Chinese rivals that are fast on Koreas heels in terms of OLED technology, an executive at leading research firm said.
LG Displays stock performance OLED investments LG invested $225 million in 2010, planned investment of approx. $2.8 Bn in 2012, of that $1.9Bn in R&D related to OLED.
Google interest in OLED display Samsung has spoken to Google with a view to potential investment in the Korean company's growing OLED display business, it emerged today. Samsung Electronics Vice Chairman Lee Jay-yong has claimed Google CEO Larry Page 'showed interest' in a televisual expansion of the two tech titans' hugely successful partnership in Android mobile devices.
Flexible Display According to the Korea Times, LG plans to ship its first batch of flexible displays later this year. South Korean rival Samsung (005930) showcased its Youm flexible displays at the Consumer Electronic Show this past January, however the company doesnt expect it to be available in consumer devices for several years. LG is making a big push into mobile, recently finding success with its new Optimus G Pro smartphone, and a flexible display could be the next big thing to get the publics attention.
Price dropping for 40 TV panels Samsung Display has reportedly dropped pricing for its 40-inch TV panels in the China market in order to compete with makers of 39-inch panels such as Innolux Corporation and AU Optronics (AUO), according to industry sources.
LG Display Financial LG Display Co Ltd reported its smallest profit since it returned to the black in the second quarter of last year as demand for iPhone and iPad screens from Apple Inc, its single biggest
Weaker demand from iPhone and iPad Shares in LG Display (034220.KS), a flat-screen supplier for Apple Inc (AAPL.O), plunged more than 4 percent, hit by concerns of weaker demand from the iPhone and iPad maker after disappointing revenue forecast by a chip supplier to the U.S. firm.
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Japan Display Financial Japan display has begun to make profits and aims to surpass other countries in LCD technologies, according to Shuichi Otsuka, president of the firm. Japan Display is a joint venture of Japan-based firms such as Sony, Toshiba and Hitachi with 70% of shares owned by government-affiliated institutes. Sony, Toshiba, and Hitachi each owns 10% of shares. Japan Display was established on April 1, 2012 with capital of JPY230 billion (US$2.3 billion) and currently employs around 6,200 staff. Japan Display focuses on LTPS-CMOS technology and expects panel capacity to increase to six million units in 2014 due to minimizing non-silicon based technology capacity and focus on expanding LTPS capacity.
Sharp will manufacture the 11.6 inch indium-gallium-zinc oxide (IGZO) panels for Samsung at its plant in Kameyama, Mie Prefecture. The deal is expected to lift the plant's operating rate from the current 60 per cent, the Nikkei said.
AUO Financial AU Optronics (AUO) has announced that its consolidated revenues in the first quarter of 2013 were NT$94.24 billion (US$3.16 billion), down 5.2% from the previous quarter. Gross profit was US$153 million, with a gross margin of 4.8%, while operating loss was US$46 million, with an operating margin of negative 1.4%. AUO's net loss for the first quarter of 2013 was US$111 million while net loss attributable to owners of the company was US$106 million, or negative US$0.12 per ADR. In the first quarter of 2013, shipments for AUO's large-size panels reached around 27 million units, down 13% on quarter. Shipments of small- to medium-size panels were around 30.7 million units, down 18.5% on quarter.
Sharp Financial Sharp Corp, which supplies Apple Inc with screens for its iPhone and iPad, will post a bigger-than-forecast net loss for the year that ended on March 31 in part because low output at its factories forced it to write off excess capacity, two sources with knowledge of the result said. Japan's leading maker of liquid crystal displays had a 500 billion yen ($5.1 billion) net loss for the year, worse than the 450 billion yen deficit it forecast in November, the sources said on condition that they not be identified.
AUOs stock performance Capacity increase LCD panel maker AU Optronics (AUO) is expected to expand production capacity in 2013, with the increases equivalent to a 6G line, according to industry sources.
Samsung Notebook panels Sharp Corp will supply energy-saving, high-performance LCD panels for Samsung Electronics Co Ltd's notebook computers as early as summer, the Nikkei reported.
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Despite an expected slowdown in TV shipments in 2013, the amount of panel surface AUO will be shipping during the year is expected to climb by 10% compared to 2012, the sources said. Additionally, AUO expects to see 60% on-year growth for low-priced tablets in the market during 2013, and estimates the global smartphone penetration rate will reach above 50%. The company expects tablet sales to remain strong in North American markets, and that its 39-inch and above size TV panel products are remaining popular among China-based TV vendors, the sources said, adding that demand was significant ahead of the May 1 holiday period. AUO is also improving its production yields, which should help improve its performance in 2013, the sources noted.
from Sony and Toshiba in 2013, the sources added. Philips is also planning to release an 84-inch Ultra HD TV, but with panels supplied from LG Display, said the sources.
Next Generation Ipad Mini Orders AU Optronics (AUO) is unlikely to land orders for the next-generation iPad mini due to Apple's (AAPL) demand of Retina-lass panels based on oxide TFT technology, reports DigiTimes. According to Taiwan-based supply chain makers, AU Optronics has been struggling along the way to reach high production yields and is now incapable of producing panels with oxide TFT technology for the time being.
5 Full HD OLED AUO will demonstrate its display applications and technologies focusing on the ultra-high resolution, super narrow bezel, high performance touch solution, and diverse applications & technologies with high added value. Among them, AUO will debut the 5-inch Full HD OLED smartphone display with a resolution as high as 443 ppi (pixel per inch), the highest* resolution OLED in the world.
65 Ultra HD TV Panel AU Optronics (AUO) is exhibiting a 65inch Ultra HD TV panel at the China Information Technology Expo & China Optoelectronics Display Expo 2013 (CITE & CODE 2013) in Shenzhen from April 10 to 12.
Ultra HD AUO has been shipping 55- and 65-inch Ultra HD TV panels to customers such as Sony and Toshiba, and CSOT has been focusing on production of 55-inch units for customers such as TCL, the sources added. Innolux Ultra HD Innolux Corporation currently does not have plans to produce 85-inch Ultra HD (3840 by 2160) TV panels but is likely to do so by the end of 2013, according to industry sources. Innolux currently produces 39-, 50-, 58-inch and 65-inch Ultra HD TV panels and is looking to expand its lineup throughout 2013, with hopes to produce 85-inch panels by the end of the year, said the sources. Innolux alone is aiming to ship between 2-3 million Ultra HD TV panels and is likely to account for 60-70% of global
Ultra HD orders from Philips AU Optronics (AUO) is expected to further bump up its shipments of Ultra HD TV panels due to a recent order increase from Philips for 55- and 65inch units, according to industry sources. The orders from Philips are expected to help with AUO's performance in 2013. AUO also has Ultra HD TV panel orders
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shipments of the technology in 2013, said the sources.
6.1 Panel shipments Innolux Corporation has already shipped over 300,000 6.1-inch panel shipments a month for Huawei Technology's Ascend Mate, according to industry sources. The 6.1-inch large-size smartphone is expected to sell well in the China market during 2013, which will help give Innolux steady handset panel shipments during the year, said the sources. Additionally, Innolux has also recently been selected as a supplier of TFT-LCD panels for use in Amazon smartphones, and has obtained 30-35% of orders for panels used in Nokia handsets, including entry-level, mid-range and high-end handsets, to become Nokia's largest handset panel supplier.
Innoluxs stock performance 39-50 Shipments Taiwan-based Innolux shipped more than 100,000 39- to 50-inch Ultra HD TV panels in March, mostly to Chinabased TV vendors, the sources said.
Handset panels orders Innolux has order visibility for handset panels until the fourth quarter of 2013, according to company president JC Wang. Additionally, Wang said Innolux is seeing strong demand for TV panels due to the company's product differentiation strategies. The president also recently announced the company has plans to produce 42-inch Ultra HD (3840 by 2160) TV panels. Industry sources meanwhile said Innolux also has plans to create a more integrated touch panel business model in 2013, stating that the company will produce more touch sensors as well as be more involved in module lamination. Meanwhile, the sources also said Innolux has temporarily stopped production of OLED TV panels, but is still developing OLED handset panels.
BOE Financial China-based TFT-LCD panel makers BOE Technology and China Star Optoelectronics Technology (CSOT) are expected to generate first-quarter net profits of CNY200-250 million (US$32.1-40.2 million) and CNY400 million, according to industry sources.
28 TV Panels China-based panel maker BOE has plans to start producing 28-inch TV panels as of June 2013, according to industry sources. The company's decision follows increasing demand for 29-inch TV panels made by Taiwan-based Innolux Corporation and 28-inch TV panels made by China-based China Star Optoelectronics Technology (CSOT). Both 28- and 29-inch sets are meant to replace 26-inch ones, said the sources. BOE is expected to cut the 28-inch TV panels on its 8.5G line and aims to provide the technology to vendors that
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are looking to sell TV units in China's rural household, student and commercial segments, the sources added. TV panels sized 28-inch are currently priced around US$80 while 29-inch ones at US$82-83, noted market observers.
CPT Small to Medium size panels from China Chunghwa Picture Tubes (CPT), a subsidiary of the Tatung Group, has seen increasing orders for small- to medium-size TFT-LCD panels from China-based vendors, and consequently expects its overall utilization rate to rise to 90% in the second quarter of 2013, according to Tatung president Lin Kuo Wen-yen.
by 35% and 30% respectively mainly due to increased orders from Chinabased TV vendors. China Star Optoelectronics Technology (CSOT), BOE Technology and Nanjing CEC Panda LCD Technology saw on-month growth of 12%, 24% and 88% respectievly, while LG Display and Samsung Display saw sequential growth of 32% and 8% respectively, WitsView indicated. Global shipments of large-size panels in April are expected to drop sequentially, WitsView said.
WitsView: Global large-size TFT-LCD panel shipments by application, Mar 2013 (m units) Application TV Notebook Monitor Tablet Shipments 20.52 13.58 14.26 18.00 M/M 23.6% 16.4% 18.6% 9.8%
Panel Market TV Panel Shipments In the TV segment, shipments of panels amounted to 16.8 million units, down 10% from 18.7 million units. Demand, according to China-based vendors, continued to decelerate as excess inventory remained in the channel and had to be first digested. All told, TV panel shipments have experienced three consecutive months of decline, and the drop in February was the largest seen among the four large-size LCD panel applications. A total of five panel makers saw doubledigit shipment decreases, led by Taiwan-based Innolux Corporation, down 20%, said IHS.
Source: WitsView, compiled by Digitimes, April 2013
Taiwan Small to Medium Size panel shipments Taiwan-based panel makers' shipments of small- to medium-size TFT LCD panels in the first quarter of 2013 reached 350 million units, down 4.9% on month but up 13.2% on year, according to Digitimes Research. Tablet panel shipments saw an onquarter increase of 59.3% at over 12 million units while panel shipments for digital frames and portable DVD players dropped 51.3% and 45.7% during the quarter, added Digitimes Research. Additionally, Chunghwa Picture Tubes (CPT) saw a 4.9% increase in shipments during the first quarter while Innolux Corporation saw a 2.4% increase, largely due to increased demand from China-based handset and white-box tablet vendors, said Digitimes Research.
Large-Size TFT-LCD Panel shipments Global large-size TFT-LCD panel shipments reached 68.6 million units in March 2013, increasing 17.1% sequentially and 12% on year, according to WitsView. Innolux and AU Optronics (AUO) had March shipments growing sequentially
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Taiwan-based TFT LCD panel makers' small- to medium-size panel shipments are expected to reach 384 million units in the second quarter of 2013, up 9.9% on quarter and up 10.6% on year, largely due to demand for the May 1 holiday period in China, Digitimes Research estimates.
Market observers expect domestic demand for smartphones in China to reach around 300 million units in 2013.
41.5 Panels Korea- and China-based panel makers have plans to produce 41.5-inch panels in 2013 in order to compete against the 42-inch TV panel market, according to industry sources. The sources said the size is expected to be about US$10 cheaper than 42-inch panels, giving TV vendors increased opportunities to reduce costs and lower pricing in the market as a result.
Tablet panel orders Taiwan-based TFT-LCD panel makers have received surging orders from international tablet vendors and Chinabased white-box ones, according to Taiwan-based supply chain sources, adding that Apple and Samsung Electronics together will ship 110 million tablets in 2013.
LED TV LED TVs will account for 100% of Samsung and 90% of LG's TV products in 2013. Direct-lit LED TVs have lower production costs compared to side-lit LED TVs, which is beneficial in increasing LED TV penetration rate. Samsung's 40-inch thin-type direct-lit LED TV backlight modules cost 25% lower than side-lit modules, said Digitimes Research. As for LG, the costs of its 50-inch direct-lit LED TV panels are 8.4% lower than the cost of side-lit panels. In 2013, Samsung plans to introduce thick (93mm) and thin (49.5mm) TV models while LG plans to introduce direct-lit Led TVs with an average thickness of 78mm.
Taiwan based Large size panel shipments Taiwan-based panel makers' large-size (9-inch and above) TFT LCD panel shipments are expected to reach 60.87 million units in the second quarter of 2013, up 5.2% on quarter but down 10.3% on year, according to Digitimes Research. The makers' LCD TV panel shipments are expected to rise 6.7% in the second quarter, slightly lower than the 7.8% global average, largely due to decreases in shipments to the 32-inch segment.
Orders from China Taiwan-based panel makers are continuing to see increased orders from China-based handset vendors for handset panels, and expect orders to remain steady until the third quarter of 2013, according to industry sources. The sources said AU Optronics (AUO) and Innolux Corporation are seeing strong orders from Huawei Technologies and Lenovo for smartphone panels, as smartphone growth is anticipated in the China market during 2013, the sources said.
Ultra HD Panels As Innolux, AU Optronics (AUO) and China Star Optoelectronics Technology (CSOT) have been increasing production of Ultra HD TV panels, estimated global shipments in 2013 have been upward adjusted from 2.32.6 million units originally to 3.5-4 million units, according to industry sources. The sources also said more panel makers in China are likely to start } 23
producing Ultra HD TV panels in the second half of 2013.
Increasing tarrifs on TV panels The China government may increase tariffs on TV panels sized 32-inch and above from 5% to 8% by the end of July 2013 in an effort to further promote local panel makers, according to market observers. The observers said the government hopes that China's panel industry will be able to further support local-based TV vendors in addition to local-based handset and tablet vendors, which would help increase the percentage of panels provided by local panel makers to the local vendors to 50%. China-based panel makers such as BOE and China Star Optoelectronics (CSOT) are continuing to increase their production capacity, which coupled with the increase in tariffs, could affect the amount of panels the China-based vendors use from Taiwan- and Koreabased panel makers, the observers added. However, the observers also believe the Taiwan- and Korea-based panel makers currently have technology advantages in producing Ultra HD and OLED TV panels, which should help the makers stay competitive.
OLED TV Panel Material developments OLED TV development may increase in the future despite recent setbacks in mass producing OLED TV panel technology. Industry sources claim that more material makers are increasingly investing in research and development of OLED materials as more panel makers are showing signs of developing the technology. The material makers' investments include more research and development into backplanes, excimer laser annealing (ELA), material lifespan, luminous efficiency and packaging related to OLED. All of these currently have issues that are contributing to low yields and high costs for OLED TV panels for makers such as LG Display, said the sources. Despite the present high costs, panel makers still think OLED will be popular in the market and are bumping up facilities and investments for developing the technology. This is causing material makers such as Merck to re-think their strategies and further invest into developing OLED, the sources added.
AMOLED Displays Amoled display shipments for mobile handset applications are expected to grow to 447.7 million units in 2017, up from 195.1 million units in 2013, according to research firm IHS iSuppli.
OLED TV Panels Market estimates believe that less than 10,000 OLED TV panels will be produced in 2013 and will only increase to about 1.7 million units by 2015.
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Panel Demand in China Demand for TV panels has been rising due to China's Labor Day holidays and LG Display (LGD) reported March shipments of 32-inch TV panels exceeding two million units. BOE saw monthly shipments of the product exceed one million units in the first quarter, but the figure is relatively low compared to the fourth quarter of 2012. The firm has been shifting capacity to produce 46-inch TV panels. China Star Optoelectronics Technology (CSOT) saw monthly shipments of 32inch TV panels fall to 1.4 million units in the first quarter. CSOT has been shifting production focus to 28-, 46-, and 48-inch TV panels. Currently, 32-, 40-, and 42-inch TVs are still the mainstream. For 32-inch TV panels, global monthly shipments have been around eight million units, accounting for approximately 40% of the market. Meanwhile, Taiwan-based panel makers such as Innolux and AU Optronics (AUO) have shifted focus on producing 39-inch TV panels. In the first quarter of 2013, Innolux saw shipments of 32-inch TV panels fall 200,000-250,000 units while AUO saw monthly shipments fall to 700,000800,000 units from one million units in 2012. According to panel makers in China, quotes of 32-inch open cell TV panels are currently around US$99-100/unit. As Taiwan-based panel makers have shifted focus to other TV panel sizes, with fewer players, firms have been able to make profits in the market, said China-based panel makers.
Quotes for 50- and 55-inch Full HD 100/120Hz edge-LED and 39-, 40-, 42inch Full HD 50/60Hz edge-LED TV panels have dropped by only US$1-2, the sources indicated.
9.7 panel shipments Shipments of 9.7-inch panels rose to three million units in February, compared to 1.1 million units in January. Apple had slashed orders in January for the 9.7-inch after ordering approximately 6.1 million units a month earlier in December 2012, ostensibly to fulfill annual contract purchase agreements with suppliers Samsung Display and LG Display. Apple resumed ordering in February of the following year on a larger basis as it prepares to transition to its next generation iPad later in 2013, said IHS.
6 Ultra HD Panels Japan-based makers, mainly Sharp and Panasonic, have been developing 6inch ultra-thin high-end panels for use in large-screen smartphones expected to be launched at the end of thirdquarter 2013, according to Taiwanbased component makers.
Rising Tensions between North and South Korea The panel industry has yet to be affected by rising tensions between North and South Korea, according to Amtran chairman Alpha Wu.
Panel Prices Quotes for LCD TV panels for the first half of April have remained mostly stable, as demand is expected to increase ahead of the shopping season in the China market in early May, according to sources with the Taiwanbased supply chain.
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Semiconductor Industry Intel Data Center and Enterprise computing Intel has big plans in the networking plans that will upset the status quo from merchant silicon vendors like Broadcom to box makers like Cisco and Juniper who are dependent on custom ASICs. Intel may be struggling on the PC side of its business, but the chip giant is making aggressive moves in the data center and enterprise computing sector. After buying networking silicon vendor Fulcrum in 2011, Intel introduced a few products and hinted at its plans, but on Wednesday at the Open Networking Summit it revealed its SDN strategy and took the gloves off.
Broadcom Cooperation with SK Telecom Leading semiconductor solutions provider Broadcom Corp (BRCM) and SK Telecom Co. Ltd (SKM) recently collaborated to launch the first 5G WiFi hotspot router to ensure reliable and faster connectivity.
Broadcoms stock performance STB IC Broadcom and STMicro tied in unit shipments for the worldwide set-top box IC Market in 2012, with both delivering between 85 and 86 million video SoCs for set-top boxes. Third place Ali Technology saw significant growth within free-to-air terrestrial boxes by Chinese OEMs and delivered an impressive 65 million SoCs.
Intels stock performance Bay Trail Processor Intel's CEO claims that its latest processor technology will slash the price of Windows 8 touch interface devices to as little as $200. Paul Otellini claims that his company's upcoming Bay Trail processor will be the key to this huge price drop. The latest iteration of the Intel Atom microarchitecture, designed for running smaller, portable devices such as tablets and, before them, netbooks, it is twice as powerful as its predecessors yet requires less energy.
STMicroelectronics Next Generation MEMS STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, has begun working with research partners to develop a pilot line for next-generation MEMS devices augmented with advanced technologies such as piezoelectric or magnetic materials and 3D packaging. The project was launched by the European Nanoelectronics Initiative Advisory Council (ENIAC) Joint Undertaking (JU),
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a public-private partnership in nanoelectronics.
STMicroelectronicss stock performance MEMS Sales STMicroelectronics increased MEMS sales by 10 per cent in 2012, to become the first company with $1 billion in MEMS revenue, moving past Texas Instruments to become the sector's largest company.
Consortium Memorandum of Understanding (MoU). The memorandum aims at implementing and deploying harmonized technology for the wireless communication between cars, or between cars and traffic infrastructure, in Europe. NXP and Cohda, a leading specialist in wireless communication for automotive safety applications, are the first automotive electronics suppliers to sign the MoU, following twelve major car manufacturers in October 2012.
New Generation STB STMicroelectronics says that the companys Orly system-on-chip (SoC) is now powering a new generation of advanced set-top boxes introduced by NTT Plala Inc., a leading Internet / IPTV service provider in Japan. NXPs stock performance FlexRay Transceivers NXP Semiconductors (NASDAQ: NXPI) the worlds largest supplier of in-vehicle networking semiconductors announced availability of theTJA1083, TJA1085 and TJA1086 Fle xRay transceivers. NXP now delivers the industrys most comprehensive portfolio of FlexRay transceivers to the automotive market offering OEMs a one-stop shop for their FlexRay networking designs. Fully compliant with JASPAR and EPL 3.0.1 certifications, NXPs complete FlexRay portfolio is expected to further promote the adoption of FlexRay technology within the global automotive industry.
NFC Controller STMicroelectronics (NYSE: STM), a global semiconductor leader supplying customers across the spectrum of electronics applications, announced that its Near Field Communication (NFC) controller is being used by NEC CASIO Mobile Communications in the exciting GzOne CA-201L smartphone, based on Android. The phone is initially targeted to the operator LGU+ in Korea.
NXP MoU with Cohda for Car2Car Com. NXP Semiconductors and Cohda have signed the Car2Car Communication
Acquisition of Code Red Technologies NXP Semiconductors has announced the acquisition of Code Red Technologies, an embedded software development tools provider. } 27
Transportation Project in Moscow NXP Semiconductors N.V. (NASDAQ: NXPI) announced that the Moscow Department of Transport has selected MIFARE Plus for the new "TROIKA" smart card project in order to provide a smooth system migration to higher security. The new multi-modal card aims to improve the quality of passenger service and make public transport more attractive to use. The Moscow transport network serves an urban area with a population of over 20 million people, and enables over 350 million trips per month.
(SoC) solutions for home entertainment, connectivity and converging multimedia delivery, announced its Z-Wave Next Gen portfolio featuring a new family of 500Series chips.
Sigma Designs stock performance Robert Bosch MEMS Sales Robert Bosch saw 14 per cent growth, to $842 million in MEMS sales, pushing ahead of both Texas Instruments and Hewlett Packard for the first time to become the second ranking player, according to Yole's figures. Both ST and Bosch have been aggressively expanding their consumer product lines to offer customers a broad range of sensors, and increasingly also combinations of sensors in a single package for easier integration at lower cost.
Contactless Smart Card with ALIOTH NXP Semiconductors N.V. (NASDAQ: NXPI) announced with ALIOTH, a leading Russian government and payment cards solutions provider, the launch of a contactless smart card solution product called SCOne. It combines banking, transport ticketing and eGovernment applications on just one secure microcontroller, NXP's industry-leading SmartMX2. ALIOTH will be the first card maker worldwide to offer SmartMX2 cards using a MIFARE Plus emulation for transport and a MasterCard-certified MChip PayPass payment application, while supporting GOST cryptographic algorithms mandated by the Russian government.
Mediatek Investigation of possible insider trading Taiwan authorities are investigating possible insider trading linked to the planned $3.8 billion merger of MediaTek Inc. (2454) and MStar Semiconductor Inc. (3697), companies that produce 70 percent of the chips used in TVs.
Power over Ethernet Applications NXP Semiconductors N.V. (NASDAQ: NXPI) launched a new family of NextPower Live MOSFETs designed specifically for Power over Ethernet (PoE) applications.
Sigma Designs Z-Wave Sigma Designs (NASDAQ: SIGM), a leading provider of System-on-Chip
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Under the terms of a single use design licence, ARM partners can licence the individual components required to enable the development of a big-little system, including the ARM Cortex-A15 and Cortex-A7 processors, CoreLink Cache Coherent Interconnect (CCI400), Generic Interrupt Controller (GIC400) and the AMBA Domain Bridge (ADB-400), all as a single package.
Mediatek stock performance New Smartphone platform MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, announced the launch of its next-generation, dual-core smartphone platform -- the MT6572. MediaTek's MT6572 is the world's first dual-core SoC with integrated Wi-Fi, FM, GPS and Bluetooth functions targeted at the entry segment and also enables a costeffective 4-layer PCB design. This costoptimized, system-level design greatly reduces the e-BOM cost, simplifies the product development and enhances time to market. Leveraging the technology breakthrough and market momentum of the flagship MT6589 quad-core HSPA+ platform, the new MT6572 integrates a power-efficient dual-core Cortex-A7 CPU sub-system with speeds up to 1.2GHz in the leading 28nm process technology.
ARMs stock performance TSMC A7 SoC with Apple According to the publication's industry source, Apple has been in touch with TSMC, sharing confidential data concerning the A7 SoC which is slated for release early 2014. TSMC has reportedly begun coordinating with contractors to acquire equipment to manufacture the A7 using 20nm process technology.
ARM Licencing Models ARM has begun implementing an updated licensing model that allows partners to have extensive access of its big-little processing technology, which utilises multiple processors developed for different energy and performance budgets.
TSMC stock performance
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Synopsys IC Validator with LG Synopsys, Inc. (SNPS), a global leader providing software, IP and services used to accelerate innovation in chips and electronic systems, announced that LG Electronics, Inc. has adopted IC Validator, Synopsys' physical verification applications tool, as part of their design implementation flow for ARM processors. Key to LG Electronics' adoption was IC Validator's In-Design technology integration with Synopsys' IC Compiler place-androute solution. In contrast to the older iterative approach of physical design followed by verification, the In-Design approach accelerated manufacturing compliance for LG Electronics by two weeks.
MEMSIC Agreement to be acquired by IDG MEMSIC, Inc. (NasdaqGM: MEMS), a leading MEMS solution provider, announced that it has agreed to be acquired by IDG-Accel China Capital II, L.P. and its affiliates MZ Investment Holdings Limited and MZ Investment Holdings Merger Sub Limited (collectively, IDG), for $4.225 per share in cash. Affiliates of IDG currently hold approximately 19.5% of the companys outstanding common stock. IDG and its affiliates will acquire all the outstanding shares of common stock of MEMSIC that are not currently owned by them, including shares underlying outstanding in-the-money equity awards, for approximately $88.5 million.
Synopsyss stock performance Cambrios Cooperation with Novaled for OLED lighting Cambrios Technologies Corp. (Sunnyvale, Calif.) has teamed up with Novaled AG (Dresden, Germany) to create a gridless 10-centimeter by 10centimeter OLED lighting tile. The two companies claimed that the combination of Novaleds' high performance organic light emitter materials and Cambrios' silver nanowire material is a breakthrough for largearea OLED lighting.
MEMSIC stock performance Wireless Charging group PMA Joining Samsung, HTC and LG to PMA Wireless charging advocacy group Power Matters Alliance (PMA) announced that it has recruited Samsung, HTC and LG to support its cause. The group has a long list of members, including AT&T, Google, Blackberry, NEC, Texas Instruments and ZTE.
Zigbee Alliance Zigbee IP The ZigBee Alliance has just released for public access its third wireless
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specification, the ZigBee IP for Direct Internet Connections. Smart Energy Profile 2 The ZigBee Alliance, a global ecosystem of companies, creating wireless solutions for use in energy management, commercial and consumer applications, announced it has completed development and ratified the Smart Energy Profile 2 (SEP 2) standard.
Fab Equipment Spending While industry forecasts for semiconductor revenue trend from midto-high single digit growth in 2013, overall capital investment this year may remain conservative. For Southeast Asia, capital equipment investment will bottom out in the first half of 2013 and slowly pickup in the second half followed by a strong recovery in 2014, trade association SEMI forecasts. Overall front-end fab equipment spending is expected to double next year from $810 million in 2013 to $1.62 billion in 2014. Foundries will continue to remain profitable with major players such as Globalfoundries and UMC pushing through with expansion plans this year. Memory represents an even bigger chunk of investment in the region as it is the only sector to see investment growth in 2013, according to the latest SEMI World Fab Forecast data. Power semiconductors and MEMS are also expected to see meaningful recovery in 2014 contributing to the overall growth.
Semiconductor Market Global Chip Market Gartner's global chip market numbers are slightly lower than those quoted by the World Semiconductor Trade Statistics organization, which put the market at $299.5 billion in 2011 and falling by 2.7 percent to $291.6 billion in 2012.
Global Semiconductor Industry In 2013, the Global Semiconductor and Electronic Parts Manufacturing industry is expected to generate $713.1 billion in revenue, up 3.7% from the previous year.
MCU Shipments MCU shipments climbed to a new record high of 17.3 billion in 2012, but the strong increase was not enough to keep dollar-volume sales from falling 3 per cent to $15.2 billion.
Southeast Asia fab equipment spending by product type. Source: SEMI World Fab Forecast, March 2013. } 31
Southeast Asia fab capacity by product type. Source: SEMI World Fab Forecast, March 2013. Increasing TV IC orders TV-use IC suppliers including MStar Semiconductor, Realtek Semiconductor and Novatek Microelectronics are expected to see their orders increase more than 20% sequentially in the second quarter of 2013, according to industry sources. The increasing launches of smart, connected and 3D TVs as well as largesize TVs has helped spur demand for TV chips, the sources noted. MEMS in China China-based handset and tablet manufacturers in 2012 more than doubled their share of purchases of microelectromechanical systems (MEMS) motion sensors, reflecting the rising prominence of the companies in the global market, IHS iSuppli said. China-based makers as a whole were the third major user of motion sensors for handsets and tablets in 2012, accounting for 15% of the market, up from 7% in 2011, IHS indicated.
Zigbee enabled Smart Energy According to a new report from Navigant Research, the worldwide installed base of ZigBee-enabled smart energy devices will grow from 39.5 million at the end of 2012 to 219.2 million devices by 2020.
MEMS Yole calculates the MEMS industry overall saw another 10 per cent growth in 2012 to become an $11 billion businessin a year when the semiconductor industry saw a two per cent decline. The top 30 companies on Yole's list account for nearly 75 per cent of that total MEMS market.
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Software Industry Microsoft Sold Mediaroom IPTV to Ericsson Microsoft has sold its Mediaroom IPTV platform to Ericsson in order to solely focus on the Xbox. For Ericsson, the deal will make it the largest provider of "IPTV and multi-screen solutions," it said.
Patent Trials versus Google Microsoft Corp. came out on top in the first of two patent trials versus Google Incs Motorola Mobility unit as a federal judge in Seattle ruled largely in its favor.
Illumiroom Technology Microsoft has released a new video demonstrating its research divisions proof-of-concept IllumiRoom technology. Originally unveiled during CES in January, the technology currently uses a current-gen Kinect and projector to extend the picture from your TV beyond the screen. The Kinect scans the environment surrounding your television and feeds the data to the projector that overlays effects over it.
Cooperation with Toyota Microsoft stock performance Financial US technology giant Microsoft on reported a 19 percent year-on-year increase in profit despite contending with the fast-declining personal computer market. Microsoft said profits came in at $6.06 billion for the quarter ending March 31, on revenues of $20.49 billion. That was up from $5.11 billion in profits on revenues of $17.41 billion in the yearearlier period. Toyota is teaming up with Microsoft for an Internet service that links cars, home computers and smartphones so users can find nearby tourist spots, connect on social networks and learn about new models.
Patent Deal with ZTE Microsoft has signed a patent deal with ZTE that covers all Android and Chrome devices manufactured by the Chinese firm.
Smaller Lower priced Tablets Microsoft's chief financial officer confirmed that the company and its hardware partners would ship smaller, lower-priced Windows tablets in the next months.
Licence Agreement with Foxconn In an effort to bolster revenue from its vast array of patents software giant Microsoft has signed a deal with Hon Hai, parent company of electronics maker Foxconn. The agreement allows the Taiwanese company to legally produce devices for Android and Chrome OS using patents owned by Microsoft.
7 Tablet Microsoft (MSFT) is reportedly developing a seven-inch tablet to strengthen its consumer products portfolio, as the industry continues to combat declining PC sales. } 33
Woking with Cisco for enterprice Data Center Cisco and Microsoft have announced that they will be working together on a series of new products targeted at enterprise data centers. The first few products will combine Cisco's Unified Computing System (UCS) technology with Microsoft's cloud computing technologies. Facebooks stock performance Digisoft Cost Effective Consumer Platform Digisoft.tv, a global provider of HTML5 set-top box (STB) software and Dune HD, a global leader in full HD media players and connected boxes, announce a new cost-effective consumer platform aimed at carriers and retailers. Based on the awardwinning Dune HD Connect StickSTB with additional support for the company's full line of IPTV and OTT IP and hybrid CPE devices, the agreement encompasses distribution, systems integration, research and development and support.
Google Financial Google Inc's core Internet business grew net revenue 23 percent in the first quarter to a better-than-expected $9.99 billion (6.53 billion pounds) as the company's search advertising business continued to show strength.
Software Market Googles stock performance Facebook Facebook Home Mark Zuckerberg, the co-founder and chief executive of Facebook, said the company has developed new software to showcase the social network on mobile devices powered by Googles Android operating system. The company unveiled Facebook Home, an Android app that will change your phones home screen and core features. It will be released in the Play Store on April 12, with an update coming every month. Acquisition of TV Middleware Market The TV Middleware market has seen a number of recent acquisitions, notably Ciscos acquisition of NDS and Arris acquisition of Motorola Home from Google. Ericssons rumored acquisition of Microsofts Mediaroom Middleware Group would further the consolidation. About 80% of revenues within the middleware, conditional access (CAS), and digital rights management (DRM) markets come from companies with end-to-end solutions, according to a recently published study by ABI Research. Within the total market, the top 5 players, including Cisco/NDS, Nagra, Microsoft, Motorola Home, and
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Rovi account for 70% of the market. Meanwhile, a significant number of startups offering innovations on one aspect of the television experience account for 20% of the market. With its purchase of Microsofts Mediaroom properties, Ericsson not only will become the leading player in the market for Internet-Protocol Television (IPTV) set-top box (STB) middleware, it also will be able to expand its IPTV offering into a complete, integrated solution that will give the company a competitive advantage over its rivals.
Service Industry Vivendi Online Music French media giant Vivendi Universal said that it would buy its one-time legal foe MP3.com Inc. for about $372 million in hopes of bolstering its online music business. MP3.com,which operates a music download Web site and a series of other music services, represents one possible springboard for the distribution of music over the Internet for Vivendi Universal, which owns the world's largest record company, Universal Music Group.
Vivendis stock performance
AT&T Home Security and monitoring services AT&T Inc will kick off its home security and monitoring service in 15 U.S. markets on Friday, seeking to develop revenue streams beyond cellphone services. The No. 2 U.S. mobile service provider expects its Digital Life service to eventually bring in $1 billion (646 million pounds) in annual revenue.
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SES UltraHD Transmission with Harmonic SES (NYSE Paris:SESG)(LuxX:SESG) announced that, together with its partners Harmonic, the worldwide leader in video delivery infrastructure, and Broadcom Corporation, a global leader and innovator in semiconductor solutions, it has pioneered the first Ultra HD transmission in the new HEVC standard live from an ASTRA satellite at 19.2 degrees East. The HEVC standard features an up to 50 percent encoding efficiency improvement, compared to previous test broadcasts in MPEG-4 AVC (H.264).
AT&Ts stock performance Turkcell Dropping US Lawsuit against MTN Turkish telecom company Turkcell dropped its multibillion-dollar U.S.lawsuit against rival African mobile phone group MTN Group, citing a recent U.S. Supreme Courtruling that hurt its case.
SESs stock performance mDialog TV Ad with Twitter and Facebook Turkcells stock performance Sky Sky Go Application UK BROADCASTING GIANT Sky announced plans on to bring its Sky Go app to more Android devices, including the Samsung Galaxy S4 and the HTC One. mDialog (www.mdialog.com), the leader in video stream management on connected devices, announced adDialog, a reimagining of TV commercials with location aware interactivity utilizing Apple Passbook and social network integration for programming viewed on connected devices. Broadcasters and service providers can now increase the value of their programming by offering brands the power of directly connecting the TV commercial to in-store purchasing. adDialog provides the turnkey ability to synchronize the TV ad with the presentation of Twitter, Facebook and tap-through ads as well as support for Apple's Passbook technology.
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Service Market Multiscreen Pay TV Services Parks Associates research finds over 70% of pay-TV subscribers in Western Europe are able to receive a TV Everywhere/multiscreen service. In Eastern Europe, multiscreen availability topped 25% of pay-TV households in early 2013. However, ARPU remains low, pushing many operators to test new business models such as a la carte pricing.
Payment&Retail Industry Verifone Agreement with ChinaPnR VeriFone Systems, Inc., recently announced it has been awarded a twoyear contract to provide managed services for as many as 100,000 POS payment devices operated by ChinaPnR, a leader in China's electronic payment industry. Under the agreement, ChinaPnR is outsourcing the management of increasingly complex payment devices to VeriFone so it can better focus on its core business. China's payment market has experienced rapid growth as banks and third-party service providers compete to offer conventional and innovative payment services to their customers. Between 2006 and the end of 2012, POS devices installed in China have grown 7.1 million, a 43 percent compound annual growth rate, and 3.5 billion bank cards are now in circulation, according to the Peoples Bank of China.
Verifone stock performance Agreement with Worldpay VeriFone Systems, Inc., announced that WorldPay, a global leader of electronic payment processing solutions, has completed compatibility certification of the VeriFone VX 520
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countertop payment system and contracted to bring the NFC and EMV capabilities of those systems to new and existing merchants.
Cooperation with Avant-Garde Ingenico, (Euronext: FR0000125346 ING), leading worldwide provider of payment solutions, announced that Avant-Garde Marketing Solutions, Inc. (AGMS), one of the fastest growing merchant service providers (MSP) in the country, has chosen Ingenico's Telium2 series payment devices to market to its extensive client base in the U.S. Within the next few weeks, AGMS will begin marketing and deploying Ingenico's latest iCT220 and iCT250 bankcard countertop terminals and iWL250 mobile wireless device.
Ingenico RoamPay Mobile Platform ROAM, an Ingenico company and the leading mobile commerce platform provider, has launched ROAMpay X4, the latest evolution of its mobile point of sale (mPOS) application, offering a range of innovative features designed to enhance the apps user experience and simplify integration with existing backend systems. The game changing mobile app provides a turnkey solution for merchants, major retailers, acquirers, resellers and financial institutions who want to get to market quickly, easily and cost-effectively with a complete mPOS system. As the central component to ROAMs mobile commerce platform, ROAMpay X4 is designed to help businesses of all sizes and geographies extend their traditional point of sale infrastructure onto Android and iOS-based smartphones and tablets. By enabling merchants to transform their mobile devices into true point of sale terminals, businesses are able to improve customer service, reduce business inefficiencies, differentiate from competitors and drive additional revenue.
Cooperation with Sterling Payment Ingenico, (Euronext: FR0000125346 ING), leading worldwide provider of payment solutions, announced that Sterling Payment Technologies, one of the nation's most innovative and customer-focused merchant service providers, has added a comprehensive range of Ingenico's Telium2 series payment devices to offer to its merchants countrywide. Starting in May, Sterling will begin rolling out Ingenico's iCT220 andiCT250 bankcard countertop terminals, and iPP220 and iPP320 PIN pads.
Cooperation with Vantiv Ingenico, leading worldwide provider of payment solutions, and Vantiv, Inc. (NYSE: VNTV), a leading provider of payment processing services and related technology solutions for financial institutions of all sizes, announced that Vantiv will begin deploying Ingenico's Telium series point-of-sale (POS) devices, which now meet VISA's EMV mandate requirements. According to the Visa mandate, all acquirer processors and sub-processor service providers are required to support merchant acceptance of EMV chip transactions by the end of April 2013. As such, Ingenico becomes the first POS manufacturer to offer fully EMV-ready
Ingenico stock performance
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bankcard terminals to financial institutions and small-to-medium size merchants in the United States. Cooperation with Heartland Ingenico, a leading worldwide provider of payment solutions, and Heartland Payment Systems (NYSE: HPY), one of the nation's largest payments processors, are teaming up on the development of E3 and EMV-capable attended terminals for rollout to Heartland's relationship managers nationwide. After extensive research and testing, Heartland selected Ingenico's innovative Telium2 software technology, and will call on Ingenico's global EMV expertise to help deliver its new flagship terminals and PIN pads. The processor will begin offering and deploying the new terminal to merchants across the country starting in the fourth quarter of 2013.
through their phone, the user will be able to collect the hard copy of the tickets from any point-of-sale (:POS) kiosk.
NCRs stock performance Toshiba Mobile Payment Toshiba Global Commerce Solutions, Inc., the leading supplier of integrated in-store solutions, announced the expansion of its mobility solutions to include support for the Isis SmartTap mobile commerce application with the Toshiba ACE point-of-sale (POS) platform for North America. As part of Toshibas Together Commerce vision for retailer-consumer engagement, consumers will now be able to easily and more securely make payments and redeem offers with a single tap of their smartphone.
New Product ROAM, an Ingenico company and the leading mobile commerce platform provider, announced the release of the RP350x, the worlds first ever PCI-PTS and SRED-certified Chip and Sign mobile card reader. The release of this EMV-approved device is part of ROAMs broader strategy to provide merchants of all sizes, industries and geographical regions with innovative mobile point of sale (mPOS) solutions that comply with the latest global payment standards.
MPOS Home Security and monitoring services The global MPOS industry registered significant growth in terms of the volume of terminals in opperation during 2011-2012. The number of terminals grew from 4.5 million in 2011 to 9.5 million in 2012, registering a CAGR of 111%. Competitors such as Square, iZettle, mPowa, SumUp, VeriFone, Intuit and PayPal are aiding the growth of MPOS technology by making it accessible to smaller } 39
NCR Movie Time Application NCR is introducing a new application, Movie Time, for smartphones. The app will allow users to browse movie schedules, purchase tickets and share it with friends and relatives, get discounts and earn loyalty points. The app will enable cinema operators to record credit card details of the user and secure the same through password protection. After paying for the tickets
enterprises. Over the forecast period, the volume of terminals is expected to increase from 4.5 million in 2011 to 38 million in 2017, at a projected CAGR of 42.7%, driven by growth in the retail sector, increased online trade, a rise in smartphone usage and card penetration. Despite the penetration level of MPOS terminals to total POS terminals standing at 17% in 2012, over the forecast period, it is anticipated that this will increase substantially and reach 46% by 2017.
Group ISO Processing Centers Group ISO Merchant Services is proud to announce they are offering a new line of credit card processing technology to merchants across the United States. Businesses no longer need to rely on clunky, expensive traditional POS systems. Business owners will now be able to accept credit cards, debit cards and cash payments through an Androidpowered or Apple (iPad) tablet and PC/Mac Point of Sale system (POS).
Tesco NFC for loyalty Tesco, The world's third largest retailer believes the technology offers limited value as an alternative to cash or credit card payments and will instead focus on using NFC for loyalty points cards and coupons.
Turkcell Mobile Payment Turkish mobile network operator, Turkcell has launched mobile payment in transportation for the first time in Turkey through the integration of Turkcell Wallet and Urfakart.
Cartek Agreement with Trevica for TSM Cardtek Group, the global payment systems solutions provider, has recently signed an agreement with TREVICA on a new project. Cardtek Group, will provide a mobile payment system infrastructure to Trevica with their product TSMXpert for NFC (Near Field Communication) enabled mobile payment solutions.
Tesco stock performance PayPal New Payment Process PayPal is extending its reach to more physical stores, having signed up 50 merchant acquirers which help process payments but the eBay Inc unit has yet to persuade Wal-Mart Stores Inc, the world's largest retailer. Epson
Cloud Based POS Epson Philippines Corporation (EPC) announced its collaboration with Jimac, Inc., a Filipino-owned software company, to equip new Epson point-ofsale (POS) printers with Web-based applications.
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Payment & Retail Market POS Market TechNavio's analysts forecast the Global POS Hardware and Software market to grow at a CAGR of 7.84 percent over the period 2011-2015. One of the key factors contributing to this market growth is the increasing adoption of EMV cards. The Global POS Hardware and Software market has also been witnessing the growing need for improved security standards. However, the slow adoption rate could pose a challenge to the growth of this market.
Energy Industry Siemens Partnership with Teradata Siemens Smart Grid Division and Teradata recently announce a global strategic cooperation in the field of big data. Through this collaboration Siemens Smart Grid further optimizes its portfolio of solutions which will provide energy utilities with a much higher level of transparency on the status and activities in their networks. This will enable the customers of Siemens Smart Grid to improve reliability of their infrastructure and to run their grids more efficiently in an increasingly cost-sensitive environment.
EMV POS market Approximately 1.5 billion EMV cards have been issued globally and 21.9 million POS terminals accept EMV cards. In the United States, card brands have set aggressive deadlines for the conversion to EMV chipbased cards and ROAM is ahead of the game by making sure the U.S. market is ready for this transition. The reader provides a low cost solution for enabling Chip and Sign payment acceptance, as the device is only a fraction of the cost of standard EMVenabled terminals.
Foxconn Solar Panels Production in Mexico A unit of Foxconn Technology Group, the Taipei-based maker of products including Apple Inc. (AAPL)s iPhone, agreed to make solar panels for MEMC Electronic Materials Inc. (WFR)s SunEdison unit in Mexico. Foxconns Fox Energy will manufacture as much as 350 megawatts of solar panels for MEMC at a Juarez plant, St. Peters, Missouri-based MEMC said today in a statement.
RFID Market In 2012 the value of the entire RFID market will be $7.67 billion, up from $6.51 billion in 2011. This includes tags, readers and software/services for RFID cards, labels, fobs and all other form factors. It includes passive and active RFID.
Mitsubishi Electricity Vehicles Mitsubishi Heavy Industries (MHI), Hitachi and Mitsubishi Corporation (MC) have launched operation in an electricity vehicle demonstration project in Malaga, Spain.
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Mitsubishi Heavy Ind. stock performance References Tweets Please follow my twitter accounts (ferhatunlukal) if you want to reach the details of the news in the report.
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2013

BUSINESS AND TECHNOLOGY REPORT

Prepared by Ferhat nlkal 5/5/2013

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LGs stock performance

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expanded licensing and manufacturing relationship.

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Ciscos stock performance

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OLED panel sharing with LG

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shipments of the technology in 2013, said the sources.

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Source: WitsView, compiled by Digitimes, April 2013

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producing Ultra HD TV panels in the second half of 2013.

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a public-private partnership in nanoelectronics.

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TSMC stock performance

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Vivendis stock performance

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Ingenico stock performance

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