Untitled

2011
BUSINESS AND TECHNOLOGY REPORT
Prepared by Ferhat nlkal 4/3/2011

MARCH 2011
Consumer Electronics (CE) Samsung Business In 2010, the company reported 155 trillion won ($136.7 billion) sales and 17.3 trillion won in operating profit. Analysts expect Samsung's 2011 operating profit to remain little changed at 17.4 trillion won this year, while sales were seen up around 9 percent to 169 trillion won, according to a consensus poll by Thomson Reuters I/B/E/S.Samsung also said it would continue to aggressively enter new business areas such as health and medical equipment. Samsung Electronics Co. fell the most in 15 months in Seoul stock trading on speculation first- quarter earnings will fall short of estimates, according to an analyst at Shinhan Investment Corp. Samsung Electronics, Asias biggest maker of chips, flat screens and mobile phones, lost 4.1 percent to 906,000 won at the 3 p.m. close on the Korea Exchange, the biggest drop since Nov. 27, 2009. The benchmark Kospi Index (KOSPI) fell 1.2 percent. Theres market speculation that the companys first- quarter earnings will be smaller than expected, largely driven by a weak display business, Kim Young Chan, an analyst at Seoul-based Shinhan Investment said by phone
today. Operating profit may be between 3.1 trillion won ($2.8 billion) and 3.2 trillion won, compared with the consensus analyst estimate of 3.5 trillion won, Kim said. Smart & Connected TV Samsung Electronics is actively promoting Smart TV to compete with Sony's Google TV and aims to ship 12 million units in 2011, accounting for 30% of the global Smart TV shipments. The global LCD TV market is expected to reach 215 million, up 13% on year. LED-backlit models are expected to account for 40-50% of the global LCD TV market and 30-40% for Smart TVs.
Connected TV Application Store Samsung is the first TV maker to announce its own dedicated app store for TV apps. The store today has announced that two new apps are coming with apps from HBO and MTV. The HBO app is HBO Go. It allows the user to get access to over 1400 HBO movie and show choices along with the soundtrack to the show and details about the cast. The app will be in the store for download later this year. Samsung also has a lot more coming for its Smart TV apps this year. Smart Hub will help the user organize their apps with a new folder features. The SDK for Samsung Smart TV developers will be offered to make developing apps for Samsung users easier. Samsung will also launch a new remote app this year that allows the Galaxy S and Tab to turn into a second TV screen and be used as a remote. Over 100 million apps have been downloaded from Samsung Electronics' mobile and TV app store in less than a year after its launch, the company said Thursday. Samsung Apps opened in June 2010 with the launch of Samsung's Wave (GT-S8500) smartphone, the first smartphone loaded with Samsung's Bada OS. Over 13,000 applications are now available
on the marketplace. Apple's App Store, by comparison, has already seen over 10 billion downloads since it opened July 8, 2008, for devices including the iPhone, iPad and iPod. There are 350,000 iPhone apps and 65,000 iPad apps currently available at the store. 3D Samsung Electronics and LG Electronics, respectively the world's largest and second largest flat-screen TV makers, each claim their technology offers more vivid images and wider viewing angles. The two firms, both driven by newly-appointed leaders, are striving to set the 3-D industry standard. LG champions a technology called film-patterned retarder (FPR), while Samsung uses so-called active shutter glass technology. Samsung is launching a 3D video-ondemand service in Korea, the company announced today. The service is debuting with content from film studio DreamWorks. It will offer 3D films, movie trailers, and music videos. It will also include children's content. Users access the service via Samsung Apps, the marketplace that the consumer electronics giant makes available on some of its HDTVs. The Samsung marketplace, which allows users to access apps from the likes of Hulu Plus, Netflix, Facebook, and Blockbuster, is off to a good start. In December, about nine months after the marketplace opened up, Samsung announced that consumers had downloaded 1 million applications. Less than two months later, the company said that its store had hit 2 million downloads. Samsung seems to be sitting at the forefront of what could be an explosion in 3D programming. Samsung, which also has a huge stage in the glasses-required 3D market and has a higher maket share thn all over 3D TV makers, has juse demoed a new 55-inch display that doesn't require glasses, according to TrustedReviews.com
Samsung Electronics Co.s venture arm invested $15 million in MasterImage 3D Inc., a closely held maker of 3-D displays for mobile devices and movietheater screens, the companies said in a joint statement. MasterImage, based in Los Angeles, California, is working with mobile device makers to incorporate its glasses-free 3-D technology into smartphones and tablet computers, said Younghoon Lee, chief executive officer of MasterImage. MasterImage, Sharp Corp. and others use a type of technology called parallax barrier to deliver slightly different images to each eye, creating the effect of viewing content in three dimensions. Samsung Venture Investment Corp. and MasterImage declined to comment on whether Samsung plans to use the companys technology in future devices. We are committing this investment to innovation, specifically to advancing our 3D solutions for cinema, smartphones, tablets, and larger autostereoscopic displays, Lee said in the statement. We will continue to build toward our vision of 3D on every screen. Sharp sells a type of 3-D technology called striped parallax barrier. Thats used in Nintendo Co.s new 3DS handheld, which goes on sale in the U.S. March 27. MasterImages method is called cell-matrix parallax barrier, and it differs from competitors by letting viewers see the 3-D effect in landscape or portrait mode and with a wider viewing angle. MasterImage also competes with RealD Inc. (RLD) and Dolby Laboratories Inc. (DLB) for global sales of 3D movie equipment. Industry leader RealD said it had installed cinema systems on 11,300 screens through the quarter ended Dec. 24. MasterImage has 3,000 cinema systems installed, said Julie Miller, spokeswoman for the company.
SmartPhone Samsung Electronics is luring developers working on Nokia's Symbian platform to change sides as the Finnish
company is to abandon this platform. Nokia, the world's largest handset maker, said last month it would replace Symbian with Microsoft's Windows Phone to challenge Apple and Google in the fast-growing smartphone industry. Google and Skype have said openly they are seeking to tap into Finnish engineering talent looking for new jobs following Nokia's announcement. Earlier this week, Nokia started talks with Finnish employees over its new strategy, which unions fear could cost more than 5,000 jobs in the Nordic country, many of which will be engineers working on Symbian software. "There are clear similarities between Symbian and Bada for developers," said analyst Geoff Blaber from British consultancy CCS Insight. "Bada will view Symbian's demise as an opportunity to capture developers. With Android dominating low-tier smartphone development, Bada looks an increasingly attractive alternative if it can accelerate its move down the price curve to fill the Symbian void," Blaber said. The platform is at the heart of Samsung's drive to boost its smartphone market share, develop new revenue sources from its own Samsung App store, and create synergies with other areas such as its TV business, ranked the world's largest. Samsung is the top handset manufacturer overall with 24.9 percent market share in January in the US, according to a study by comScore. Google Android took the lead among smartphone platforms with 31.2 percent market share, after two short months in second place. About 234 million Americans, ages thirteen and older used mobile devices. Device manufacturer Samsung ranked as the top OEM with 24.9 percent of US mobile subscribers, up 0.7 percentage points from the three month period ending in October. LG ranked second with 20.8 percent share, down 0.2 percentage points, followed by Motorola with 16.5 percent, down 1.2
percentage points, RIM with 8.6 percent, down 0.7 percentage points and Apple with 7 percent, up 0.6 percentage points. About 65.8 million people in the US owned smartphones during the three months ending in January, up 8 percent from the preceding three-month period. Google Android captured the number one rank among smartphone platforms for the first time in January with 31.2 percent market share. RIM ranked second with 30.4 percent market share, followed by Apple with 24.7 percent. Microsoft with 8 percent and Palm with 3.2 percent rounded out the top five. Industrial Design Chris Bangle, the former head of BMW design, will work with Samsung, the Korean consumer electronics giant, on such projects as mobile phones and computing devices, according to reports from Korea. Samsung reportedly will set up a European studio for Bangle. The Korean company has established a global reputation for design excellence.
Mobile Payment Samsung and Visa announced today plans to bring near field communication (NFC) payment technology to attendees of the 2012 Olympic Games in London.
Emerging Market India For Samsung, India will become one of its top three markets in the globe in the next two to three years; the aim is to hit a turnover of $10 billion by 2013, a trebling over 2009-10.
PC & Notebook Samsung aims to raise its global notebook shipments by 80% to 18 million units in 2011, Kevin Lee, a vice president at Suwon, an informationtechnology solutions subsidiary of Samsung, said in an interview with
Bloomberg recently. The shipment target will raise Samsung's share in the global notebook market to 6-7% in 2011 compared to 5% in 2010, Lee said. Samsung shipped 2.94 million notebooks in the four quarter of 2010, bringing total shipments for the year to 9.91 million units, according to IDC data. Samsung's goal of 80% growth is aggressive compared to a 10-15% growth projected for the global notebook market this year, said sources at Taiwan-based notebook makers. Samsung has introduced a new line of business notebooks with screen sizes ranging from 12.5 inches to 15.6 inches. Three series have been announced: the Series 2, Series 4, and Series 6. All come standard with Windows 7 Professional.
Cloud Computing KT Corporation (NYSE:KTC - News) and Samsung Electronics Co., Ltd. announced today that they will collaborate on marketing the benefits of an eco-friendly cloud computing system, dubbed the Green IT System, which incorporates Samsungs advanced 30 nanometer (nm) class* DDR3 dynamic random access memory (DRAM) technology.
Energy Effienciency Samsung Electronics has been named 2011 ENERGY STAR Partner of the Year in the Product Manufacturing Category by the U.S. Environmental Protection Agency (EPA).
entered into an agreement with Samsung Electronics Co., Ltd. for a Mobile WiMAX trial. For this, Samsung is providing Mobile WiMAX systems, terminals and engineering support that will enable EasyCall to provide highquality and high-speed broadband services within the 3.4GHz band, EasyCall general manager Renato Martinez said in its disclosure to Philippine Stock Exchange. Samsung will release a version of its upcoming Galaxy Tab 8.9, a tablet running Android 3.0, able to connect to LTE (Long-Term Evolution) mobile networks in the Nordic countries, it said Tuesday. Samsung Electronics Co., the worlds second-largest mobile-phone maker, aims to become one of the three biggest producers of network gear in four years by tapping demand for new equipment that can handle data faster. Samsung aims to boost its network equipment sales by 30 percent to 40 percent annually, Hong said, declining to say how much revenue was generated last year. Samsungs focus so far has been on developing products using WiMax technology, an alternative 4G standard to LTE, Hong said. Growth of the WiMax market, of which Samsung has about a one-third share, probably has peaked as operators switch to LTE and next-generation WiMax, he said. Samsung will continue to adopt both technologies, he said.
B2B Focus Looking to sell more phones and tablets to enterprises -- and get around Android's reputation as not yet enterprise-ready -- Samsung is developing its own software, helping customers build their own app stores and reworking its sales operation. Samsung is also developing multiple versions of its TouchWiz software, a user interface that runs on top of Android, to meet the needs of different kinds of businesses. Wagner envisions 5
Telecom Wimax & LTE Former paging service provider EasyCall Communications Philippines, Inc. announced it will link up with Korean company Samsung to enter high speed Internet service, Worldwide Interoperability for Microwave Access, commonly known as WiMax. We would like to inform you that EasyCall Communications Philippines, Inc. will be announcing to the public that it has
three versions of TouchWiz: good, better and best. The version that turns up on a phone will be dependent on the phone's hardware capabilities. For instance, top-end handsets with dualcore processors will likely have the "best" version of TouchWiz, which will support AES encryption and VPN. Phones with less power might not have as many security features. DRAM Samsung Electronics has started mass production of smaller, denser DRAM that will help customers build thinner and lighter smartphones, tablets, and other mobile devices, while also improving battery life. At the end of the fourth quarter of 2010, Samsung had about 41% of the total DRAM market, which amounted to $3.6 billion, according to iSuppli. Samsung's closest rivals include Hynix, Elpida, Micron, and Nanya.
LiMotive was chosen to develop advanced batteries for electric cars with a U.S. consortium that includes GM <GM.N>, Ford Motor <F.N> and Chrysler Group. "Through cooperation with three American carmakers, (SB Limotive's) electric vehicle battery sales are expected to expand," Samsung said in a statement. In a three-year period, the United States Advanced Battery Consortium will jointly develop highenergy lithium-ion batteries with Samsung's joint venture with Germany's Robert Bosch [ROBG.UL]. A unit of Samsung's joint venture will support half of the $8.4 million investment for development, Samsung added. LG Business LG Electronics, the worlds secondlargest maker of LCD TVs, aims to sell 40 million flat-screen sets this year and boost its market share to 16 percent from about 12 percent in 2010, according to Havis Kwon, head of the TV division. TVs with 3-D features will probably capture 10 percent to 20 percent of the global LCD TV market this year, Kwon said in December. Global sales of 3-D TVs will probably climb more than fivefold to about 17 million sets this year from 3 million in 2010, Yoon Boo Keun, head of Samsungs digital media division, said Dec. 23. Fitch Ratings has revised LG Electronics's (LGE) Outlooks to Stable from Positive. Its Long-term Foreign and Local Currency Issuer Default (IDR) ratings have been affirmed at 'BBB'. Its senior unsecured rating has also been affirmed at 'BBB'. The Outlook revision to Stable reflects LGE's weakened operating results and financial profile for FY10, and Fitch's view that the company's financials will not improve sufficiently to justify an upgrade over the next 12-18 months.
Energy Natural Gas South Korea's Samsung Engineering Co. said Tuesday it had signed a $2.76 billion deal to build a natural gas liquid complex in eastern Saudi Arabia. South Korea's Samsung Engineering has been awarded contracts to build the multibillion dollar Shaybah natural gas liquids (NGL) project in eastern Saudi Arabia, state oil giant Saudi Aramco said on Wednesday. Samsung will carry out the engineering, procurement and construction (EPC) work for all four construction packages at Shaybah NGL, Aramco said in a statement. Shaybah NGL, a project industry sources say is valued at between $5 billion and $6 billion, should come online in 2014.
Electric Cars South Korea's Samsung SDI <006400.KS> said on Thursday that a subsidiary of its joint venture SB
Smartphones & SmartTV LG Electronics Inc., the worlds thirdlargest maker of mobile phones, plans to boost new hires in the first half of the year as part of a push to develop smartphones and televisions. LG will fill 1,100 entry-level positions in the first half, or 83 percent more than a year earlier, the Seoul-based company said in a statement today. About 80 percent of the jobs will be in research and development, with a focus on software engineering, LG said. The mobilephone division last month reported a loss for a third straight quarter after smartphone sales lagged behind those of Apple Inc. and Samsung Electronics Co. LG has said it aims to quadruple smartphone sales this year, while raising its share in the global TV market to 16 percent. LG, Leader in Consumer Electronics, has Reached an Agreement with mgMEDIA for the Development of Applications and Strategic Consultancy Services for the new LG Smart TV with Internet Access. There are currently 20 million Internet-connected TVs in homes all over the world. It is predicted that in the next five years this figure will multiply by 40, reaching a total of 8 billion. This means more than 2.7 billion applications downloaded from Smart TV application shops, a significant figure if we consider that the number of applications currently downloaded is difficult to quantify due to being such a small amount. Before 2015, the TV APP market will already be moving $1.9 billion (source: GigaOM Pro).
version of the Android operating system (OS) created and optimized for tablets.
Mobile Payment U+, formerly known as LG Telecom, and TransferTo (an Ingenico company), the international mobile airtime transfer company, today announced the launch of an international top-up service for users of LG U+ IDD international calling cards. This new service, called Talk-time Transfer, caters to the large foreign born community in South Korea wishing to send home low-cost gifts in the form of mobile airtime top-ups.
Wireless Charging LG Mobile this week added its wireless charger, called the WCP-700 Wireless Charging Pad, to the growing list of convenient charging devices for mobile phones.
Emerging Market India LG India is aiming at becoming the number two market in the world for the Korean company by 2015 with a $10 billion, overtaking Korea. About 12 per cent of LGs total revenues would then come from India, up from six per cent now.
New Production Hub- Thailand LG Electronics has recognised Thailand as one of its 25 strategic manufacturing locations around the world, meaning the company will now focus on local expansion to bring new innovative and advanced products to the Asean market.
Tablet PC LG Electronics Mobile, one of the largest handset manufacturers in the world, has selected the Atmel maXTouch solution for its G-Slate 8.9inch Android tablet touchscreen. The latest LG Electronics Mobile G-Slate is a 4G tablet with an 8.9-inch touchscreen that runs on Honeycomb, the 3.0
Patent Issues Days after LG managed to temporarily block Sony PlayStation 3 imports into Europe, the Korean manufacturer has also convinced the U.S. International
Trade Commission (ITC) to investigate claims that Sony infringed patents in Sony Playstations and select Bravia televisions. Patent Agreement Mosaid Technologies, which specialises in intellectual property semiconductor licensing, has signed a patent agreement with LG and MediaTek. It'll give LG the right to an eight year nonexclusive licence for "certain microcomponents" on every LG product. MediaTek has a five year licence which will cover "certain MediaTek semiconductor products". Ontario-based Mosaid deals in semiconductor memory tech, so it's probably something like that.
Connected TV VUDU, the leader in HD streaming, today announced that its steaming movie service is shipping on the 2011 line of Sony connected Blu-ray Disc Players, offering instant access to the extensive VUDU library of Hi-Definition movies from all major Hollywood studios and leading independent distributors.
TV Channel & Content Provider Sony Pictures Television announced the lineup on Monday for its inaugural Sony-branded TV channel in Britain which launches on April 7. Sony Online Entertainment, which develops games for the PlayStation and PC, has laid off 205 employees and is closing down game studios in Denver, Seattle and Tucson, Ariz.
Sony Reorganization Sony Corp says it will reorganise its main electronics businesses and promote the star of its gaming operations to lead a new consumer products division. The iconic company said it will combine the vast array of products that have made it famous with consumers - including TVs, video games, PCs and mobile phones - into a single new group. A second main division will be formed with the company's digital components and business-facing products. The massive consumer group will be led by Kazuo Hirai, a rising executive who has overseen a recovery in Sony's video game business. The move likely sets the stage for Hirai to one day take over for current chief executive Howard Stringer. Sony is restructuring its UK operations, which will likely lead to redundancies across its various studios in the country. Develop reports that meetings have been held this afternoon across Sony's UK studios, warning developers of potential redundancies. 3DTV
Sony is targeting annual sales of about $12 billion from 3D-related products by the end of financial year 2012-13 across the world. 3D is an important technology, it captures the reality around us. It is not about special effects, said Stringer. Sony Corp. plans to release its first ever personal computer capable of displaying 3-D video in March, according to a media report on Wednesday. The Nikkei business daily reported that Sony's 3-D machine will be among a series of Vaio F computers to go on sale March 19. Sony is adopting the same technologies used to present 3-D images on its Bravia LCD televisions, the report said.
OLED Display Sony in February announced 24.5-inch and 16.5-inch OLED display monitors priced at JPY2.42 million (about US$30,000) and JPY1.31 million, respectively. Their targets are professional users such as TV stations and movie production houses. So far
Sony has unveiled four OLED products. Besides the 11-inch OLED TV, which had already been phased out, the other three are monitors for the professional segment. Though Samsung and LG are less aggressive in new product launch, they are very active in research and equipment investments. LG Display recently announced that it will have the capability to mass produce 30-inch OLED TV panels by year's end, and Samsung is scheduled to begin test production of 32-inch OLED TV in the second half of 2012. In regards to 8G OLED panel facilities, LG Display said that it will have 8G volume production capability in 2011, and Samsung Mobile Display will begin to invest in 8G lines in the third quarter. Emerging Market India Sony launched center of excellence in association with Whistling Woods International to provide expertise in High Definition, 3D film production and broadcast technologies for entertainment industry in India. Qualitydress.com's (http://www.qualitydress.com/products /) latest report shows that in 2010 Sony surpassed Samsung and LG to become the largest FPD (Flat Panel Display) manufacturer in India. Qualitydress.com analyzes that Sony's market share lastyear in the Indian FPD was 22.1%, representing first position. Almost 60% of the total market share were taken by Sony, Samsung and LG. The analyst from Qualitydress.com said that Samsung was the largest FPD manufacturer in India 2009, but it dropped to the second place in last year which market share was 21.3%, fell behind Sony .In 2008, LG's market share was the No.1, but it was only 21.0%, Sony and Samsung followed. The data from Qualitydress.com shows that the total output in 2010 was15.6 million units, taking 43.7% of the whole Asia Pacific area. In the fourth quarter 2010, the popularity rate of FPD in Asia Pacific area has reached
51%. Qualitydress.com points out that in fourth quarter 2010, outputs of PFD were 4.3 millionunits, CRT was still the main technology, and the popularity rate of FPD was 27%, higher than the third quarter's 23%. Earthquake Sony has stopped operations at six of its factories in the Tohoku region of northeastern Japan. All employees at the affected factories have since been evacuated. The factories affected produce magnetic tapes, Blu-ray Discs and devices, lasers for Blu-ray players, and lithium ion batteries, Sony told CNET. Sony reports all employees are safe and have been evacuated, but one factory in Miyagi prefecture, near the epicenter, was flooded on the ground floor after being hit by the tsunami. Sony Corp. said Tuesday it is suspending some production at plants in Japan that make popular consumer electronics like digital cameras and televisions due to shortages of components and raw materials following the March 11 earthquake.
New User Interface & Controls Sony said Wednesday that it will make a version of its Sony PlayStation Move software available to researchers, hobbyists and universities, to develop their own motion-aware applications for the PC.
CMOS Business Sony is to expand its image sensor business by converting a semiconductor fab currently making high-end processors under a joint venture with Toshiba into one producing CMOS components. The two companies had originally signed a non-binding memorandum of understanding in late December, but have now made definitive agreements about transferring key semiconductor manufacturing equipment from Toshiba. Sony is purchasing the 9
Toshiba equipment for 53 billion (approximately $646 million), as part of a wider 100 billion investment in its CMOS imaging sensor business first announced by Sony on December 27. Sony said then that it intended to double its production capacity. Sony's goal is to further strengthen its production capacity for CMOS image sensors, demand for which is increasing, and expand its CMOS image sensor business by utilizing the equipment to be transferred to Sony, said the company in a statement. In its forecast for the image sensor market last year, industry analyst company iSuppli said that CMOS devices would hold a market share of more than 90% in 2010. The overall image sensor market showed healthy growth last year, with iSuppli estimating annual growth in unit volumes from 1.5 billion in 2009 to 1.7 billion. iSuppli analyst Pam Tufegdzic forecast that the value of the total market for area image sensors in visible-range applications would grow nearly 16 per cent in 2011, to reach $6.7 billion.
wants to hike the target at least a further 10 percent the following year, a spokeswoman quoted the company's president as saying. Earthquake Sharp's new LED display factory in Sakai, which was built to withstand earthquakes, automatically shut down when the first shocks were felt.
Panasonic Earthquake Panasonic maintains facilities near the quake's hardest hit areas and a company representative reports that a few employees sustained minor injuries when a ceiling collapsed, but damage to factories was minimal. Panasonic is still in the the process of surveying the total damage to its factories and production. But Tokyo-based Canon told Bloomberg that it didn't suffer damage to its plants that would force it to stop output.
Patent Issues Sony Corp said on Friday shipments of its PlayStation 3 game consoles were being seized by customs officers in the Netherlands following a court injunction initiated by LG Electronics over a patent dispute. A Dutch court Thursday ordered LG Electronics to release 300,000 Sony PlayStation 3s seized on its behalf by Dutch customs officials earlier this month as part of a patent dispute case.
Toshiba Business Reorganization Toshiba Corp said Monday it will consolidate infrastructure-related businesses such as transportation and power transmission into one in-house company in response to growing demand in emerging countries. The new division called Social Infrastructure Systems Company will be launched on Friday, the first day of Toshibas fiscal year 2011, it said. The new division will bring together the two current in-house companiesone which handles such businesses as infrastructure for electric grids and rechargeable batteries, and another which includes operations including water and sewage treatment, environmental systems and road traffic
Sharp LCD TV Japan's Sharp Corp <6753.T> expects to beat its LCD sales target of 15 million units in the year to March, and
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systems. The companys Automotive Systems Division, which deals with Toshibas auto industry related business, will also be integrated in the new in-house company, it said. Through the integration, the company aims to boost its infrastructure building business by securing faster decision making and enhancing collaboration with Toshibas existing overseas bases in the United States, China, Brazil and Vietnam, it said. Toshibas Social Infrastructure Systems Company will aim to lift overseas sales from the current level of about 20% to some 50% by fiscal year 2013, the company said. Storage Technology Acquisition Western Digital Corp., the world's largest maker of hard drives, on Monday said it is buying Hitachi Global Storage Technologies, the third largest, for $4.3 billion in cash and stock.
Earthquake impacts Due to damage from the devastating earthquake in Japan, Toshiba has been forced to close down its LCD assembly line at a plant near Tokyo for a month, a Toshiba spokeswoman said on Thursday. Another LCD maker, Hitachi, has also been forced to halt production at one of its factories, and Sony and Panasonic have also suspended operations at several of their plants. The negative impact of these disruptions on Japan's economy is obvious, but it's hard to tell how they will affect global LCD supply, as Panasonic plans to offset the damage by increasing production in other factories, while Hitachi might get help from Taiwan-based Chimei Innolux Corp.
Patent Agreement Toshiba Corp. signed a five-year patent licensing agreement with technology licensor Rambus Inc., renewing an existing license agreement for chip memory technology, Rambus said Tuesday (March 15).
Renewable Energy - Solar Toshiba Corp. (6502), the Japanese electronics and power-equipment company that is building at least seven major solar projects, agreed to buy 48 megawatts of solar panels from SunPower Corp. Toshiba Corp said Tuesday it has acquired a controlling 67% stake in Ansaldo Transmission & Distribution S.p.A., a Genoa-based Italian firm that offers power transmission and distribution network and solar power plant engineering services. The move marks the consumer electronics giants fully fledged entry into the European and North African transmission and distribution and photovoltaic markets, Toshiba said in a press release. The European solar power generation plant market presently accounts for nearly 80% of the global marketplace, it said, adding it expects the European market to expand down the track.
Hitachi Storage Technology Merging Japan-based Hitachi on March 7 announced that it has sold subsidiary Hitachi Global Storage Technologies (HGST), a top three hard disk drive (HDD) maker globally, to Western Digital (WD) for US$4.3 billion, which includes 25 million WD shares worth about US$750 million. Since Toshiba acquired Fujitsu's HDD operation in April 2009, the industry has consolidated into five main players WD, Seagate, HGST, Toshiba and Samsung Electronics. The top two companies, WD and Seagate, were separated by less than one percentage point in market share. With the latest HGST acquisition, WD is looking to widen its lead over the rest of the field.
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Water Hitachi, Ltd. plans to provide a Chinese city with a sewage purification system, the first step in entering the waterrelated business in China on a major scale, according to company sources. Through such efforts, Hitachi aims to nearly double its sales in water-related businesses to about 200 billion yen in fiscal 2015 from 115 billion yen in fiscal 2009, the sources said.
to turn its manufacturing hub in Shenzhen, across the border from Hong Kong, into an "engineering campus" reflects a broader trend to move low-end factories from coastal zones to cheap inland provinces. Production in Turkey As part of its global deployment for production capacity and reducing overreliance on the labor force in China, Foxconn Electronics (Hon Hai Prevision Industry) has commenced production at a desktop PC plant in Turkey, according to industry sources. Foxconn signed an investment contract in August 2010, calling for a capital of US$60 million initially and aims to roll out 1.5 million desktops a year, according to industry sources. The new plant was set up in response to shipment demand from Foxconn's top buyer for desktops, leveraging Turkey's geography proximity for shipments to northern Africa, the Middle East and Europe, the sources pointed out.
Vestel Connected TV Verimatrix, the specialist in securing and enhancing revenue for multi-screen digital TV services around the globe, today announced its partnership with Vestel to create a versatile IP-enabled range of connected TVs ready for premium service delivery. Vestel's range of MB36 IP enabled TV's are available for deployment with embedded Verimatrix ViewRight client security supporting VCAS protected digital TV services.
Production in Brazil The South American-based Bom Dia news outlet is reporting that Chinas Foxconn may build a factory for Apple products in Brazil. Foxconn already has two assembly lines in Jundiai, Brazil that produce products for HP and Sony. Foxconn is known to have commissioned studies investigating the feasibility of adding a third line at its plant. The speculation in the Brazilian press is that this would be dedicated to manufacturing products for Apple.
Foxconn Production in Central China Taiwan IT giant Foxconn said Friday it is set to transform its factories in southern China into an engineering base while moving about 200,000 jobs inland. "Our long-term plan is to continue to carry out some manufacturing in Shenzhen but to also transform our operations in Shenzhen into an engineering base and (research and development) centre," said Louis Woo, a Foxconn spokesperson. The move will take place over several years and see Foxconn's workforce in Shenzhen decline to around 300,000 and change in composition as it recruits more engineers, designers, and researchers, Woo said. Foxconn's plan
Nokia SmartPhone OS Strategy Analytics today announced a bit of good news for Nokia, and even better news for Samsung. Analysis of the US smartphone market by Strategy Analytics shows that Nokia should recover its recent market share losses
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and rebound to 10 percent by 2015. However, this is all dependent on the new strategic alliance between Nokia and Microsoft. Strategy Analytics' report also found that Samsung could make even greater strides toward gaining market share, expected to rise to 21 percent over the course of the next four years. The Strategy Analytics Wireless Smartphone Strategies service predicts that, due to Samsung's track record with Android and Microsoft and an overall 30 percent market share in handsets, smartphone share growth is somewhat inevitable for Samsung. "Samsung can benefit from the enhanced WP7 ecosystem arising from the Microsoft / Nokia partnership in the US," said Martin Bradley, Associate Director for the Strategy Analytics Wireless Smartphone Strategies service. "However, if Microsoft's support to Nokia is highly effective in improving Nokia's share, Samsung could consider a more targeted approach for WP7 within its portfolio." In other words, Nokia's success with WP7 could determine Samsung's future handset strategy. New Production Hub - Vietnam Nokia, the world's largest phone maker by volume, will build a new plant in Vietnam to strengthen its hold of the growth markets, the company said on Wednesday. The cost of the new site near Hanoi, due to open in 2012, is around 200 million euros ($276.3 million), and further investments will follow, said the world's largest cellphone maker by volume. The world's top semiconductor firm Intel completed late last year a $1 billion assembly test facility. According to Intel, it is the largest computer equipment and manufacturing plant in Vietnam. Hon Hai's Foxconn is slated to build a $200 million mobile phone plant in Vietnam this year, state media have reported.
HP Notebook & PC HP is reportedly considering selling its notebook PC business, according to the latest Chinese rumors, with Samsung believed to be the frontrunner should the computing transaction take place. According to a Commercial Times report [subscription required], Lenovo and Hon Hai (Foxconn) are also potential suitors. HP CEO Leo Apotheker recently confirmed that the company planned to put webOS on every PC from 2012, a move that would be at odds with selling off the computing business. The company is also believed to be assigning development of the Touchpad 2 successor to the not-yet-released HP Touchpad tablet to the notebook team, in the hope of making it more appealing to enterprise users than Apples iPad 2.
Apple Tablet PC Steve Jobs, Apples founder and CEO, unveiled the second generation iPad tablet computer Wednesday in San Francisco. Apple took 73% of the global media tablet market in the fourth quarter, down from 93% in the third quarter, according to market research firm IDC. The Samsung Galaxy Tab had about 17% of the market in the quarter. Overall, 10.1 million media tablets shipped in the quarter, more than double the 4.5 million units shipped in Q3. IDC says the market is on pace for 50 million units in 2011. The research firm expects Apple to maintain 70%80% share throughout the year. IDC says the eReader market also more than doubled sequentially in the quarter to more than 6 million units. For the full year, shipments were 12.8 million units, up from 3 million in 2009. IDC estimates that Amazon had just 13
over 48% share in Q4 and for 2010 overall. NFC Mobile Payment Manufacturers of near field communication readers are gearing up for more traffic this summer, when the next-generation iPhone is due from Apple, a published report says, fueling speculation that the device will be able to process mobile payments. Near field communication devices can scan and receive information such as encrypted credit cards from about four inches away. While one purpose is to facilitate payments, another could be to send smartphone users advertisements as they pass signs or stores.
aims to grab a 10% share of the global market, according to company chairman JT Wang. Wistron Server IBM has announced the establishment of a research center in Taiwan for the development of its high-end Power Systems business server products. Wistron, IBM's production partner for Power Systems servers in Taiwan, expects the new R&D center to further strengthen technology cooperation between the two companies. Wistron currently ships over 100,000 servers a month, accounting for 3-4% of its total sales, according to an estimate by industry sources.
Earthquake impacts Apple may face difficulties meeting demand for its newly released iPad 2, due to the current catastrophic conditions in Japan, IHS iSuppli reported March 17.
CE Market LED Backlight LCD TV Global shipments of LCD TV panels with LED backlights reached a high of 16.6 million units in the fourth quarter of 2010, with strong growth in edge-lit configurations, according to DisplaySearch. Panel makers are targeting rapid penetration increases for LED backlights in LCD TV panels, growing from 36% in the first quarter of 2011 to 62% in the fourth quarter of 2011 for an overall penetration of 53% for 2011. For the year 2010, penetration reached 21%, up from 2% in the previous year. The highest penetration of LED backlights in LCD TV panels was in the 50- to 60-inch segment. In the fourth quarter of 2010, LED backlight penetration was 76% in 50- to 54-inch LCD TV panels, 67% in 55- to 59-inch and 87% in 60-inch and larger. In the 46- to 47-inch segment, LED backlight penetration was 54% in the fourth quarter of 2010. In the 40- to 42-inch and 32-inch segments, LED backlight penetration was 37% and 17%,
Patent Issues Kodak says Apple violated patents it holds on image previews and other imaging technology. It want over $1B USD from Apple and Canadian phonemaker RIM.
Asus Tablet PC Asus has confirmed that its forthcoming 10in Eee Pad Transformer and Eee Pad Slider tablets will ship with Android 3.0 Honeycomb, as the firm looks to keep pace with competitors including Motorola and Samsung.
Acer Tablet PC Acer expects tablet PC shipments in 2011 to reach 5-7 million units, and
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respectively. Nearly all LCD TV panel makers are focusing on edge-type LED backlights in TV panels, with the exception being Sharp, which is producing direct type as well. LG Display led in LED-backlit LCD TV panel shipments in the fourth quarter of 2010, shipping more than five million units for a 31.1% share. Sharp closely followed with 21.5%, then Samsung Electronics with 20.8%, and AU Optronics (AUO) with 14.2%. In terms of LED-backlit LCD TV panel revenues, Sharp and Samsung were tied with 27.3%, LG Display followed with 25.1%, and AUO with 13.9% 3D Market researcher DisplaySearch forecasts that 3-D will account for 41 percent of all flat-screen shipments worldwide by 2014, compared to two percent last year. Samsung forecasts the global 3D TV market to grow more than five fold to 17 million units this year from around 3 million in 2010. Research firm In-Stat released a study today saying that over 100 3D channels will be available to consumers around the world by 2014. Channels delivering sports, movies, documentaries, and music will quickly jump on the 3D bandwagon. The research firm believes they will be followed by traditional channels. In-Stat believes 3D production costs will decline over the next several years, which should help to spur growth in that sector.
grow by 13.6 percent, versus an earlier projected 14.8 percent, to 440.6 million units, says the study. Dubai Spurred by higher demand from the education sector, the Gulf markets are expected to import 1.51 million PCs during the first quarter of this year against 1.40 million last year, an increase of 7.86 per cent. If all goes according to projections, PC shipment revenues would touch $1.14 billion from the $1.06 billion during the first three months of 2010. The average selling price for mobile PCs is set for another drop, to $760 from the $766 last year, while for a desktop it would be $639 against last years $670.
Tablet PC According to IDC, the tablet market is expected to grow from 17 million in 2010 to 45 million in 2011 and to 71 million in 2012, and Android-based tablets should be able to garner 30% share of this market. Hence, we could see around 13.5 million Android-based tablet unit sales in 2011, and a 30% share among Android tablets would mean that Motorola could sell around 4 million tablets in 2011. "However, devices based on Google's platforms will only overtake those based on Apple's platform by 2015, when we forecast 36 per cent and 35 per cent market shares respectively, of a total market with shipments of about 150 million units in 2015," Leach who is Ovum Analyst said. This compares with Ovum's estimate of 10 per cent for Google and 90 per cent for Apple at the end of 2010 in tablet segment. Samsung has sold two million Galaxy Tabs since October 2010 while Apple sold 15 million iPads in April-December. Tablet sales are expected to surge to more than 50 million units this year, with Apple capturing more than 70 percent of the market. Apple sold 15 million iPads last year, generating $9.5 billion in sales, and had the tablet market largely to itself. The iPad
PC & Notebook A Gartner study this week says that tablet sales will slow the PC market, which has only recently started rebounding from the recession. The PC market will grow 10.5 percent over 2010 -- instead of the 15.9 percent Gartner predicted earlier -- reaching 387.8 million units in 2011, says Gartner. Through 2012, the market will
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remains the most affordable tablet on the market, starting at $499. According to the DisplaySearch Q111 Touch Panel Market Analysis update, touch screen shipments for tablet (or slate) PCs are forecast to reach 60M units in 2011. Apple will likely continue to account for the majority of tablet PC touch screens in 2011 and 2012, yet other brands could catch up in 2012 and beyond. DisplaySearch forecasts total touch panels for tablet PCs to reach 260M units in 2016, up 333% from 2011.
SmartPhone Some smartphone vendors, such as Motorola, Sony Ericsson, LG Electronics, Hewlett-Packard, Dell and Acer usually release ODM orders for outsourced production, while others including Nokia, Samsung Electronics, RIM, Apple and HTC undertake inhouse product development and release EMS orders, according to Taiwan-based makers.
LCD Monitor Global LCD monitor OEM shipments in February dropped by 30% due to labor shortage and fewer work days caused by the Lunar New Year holidays, and the top-10 manufacturers' shipments decreased by almost 20% for the month. The global LCD monitor market is expected to remain flat at 160-170 million units in 2011. IT market demand is expected to be undermined by the rising tablet PC. Demand for LCD monitors in the North America market has been relevantly strong in the first quarter of 2011, while the China market is expected to remain flat in the first half of the year.
SanDisk estimates that tablet sales will increase from 17 million units in 2010 to nearly 205 million units by 2014 driven by the rising popularity of device, increasing capabilities and increased adoption by individuals as well as businesses alike. In addition, the firm estimates the flash based storage per device (SSD storage) will more than triple during the same period from 31 Gb/unit in 2010 to 96 Gb/unit in 2014. According to IDC's EMEA Quarterly Media Tablet Tracker program, media tablets reached a volume of close to 6 million units in EMEA in 2010, representing a third of worldwide sales. Driven by the unprecedented success of Apple's iPad, media tablets continue to drive major demand traction and a momentum not only likely to be maintained but to accelerate this year, with IDC projecting over 22 million tablets to be shipped in 2011 across the EMEA region.
Investment to Taiwan Taiwan will for the first time allow Chinese investors to take stakes in its prized technology companies, a major step towards opening its economy to mainland China as cross-Strait relations improve. Taiwan's Ministry of Economic Affairs has proposed allowing Chinese investment of up to 10 per cent in Taiwanese technology companies, and up to 50 per cent in new technologysector joint ventures, one person familiar with the situation said. The new rules would give Chinese investors access to some of Taiwan's most globally competitive companies. Taiwanese manufacturers, for example,
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make 9 out of every 10 notebook computers in the world. Taiwan Semiconductor Manufacturing Company is the world's biggest contract chipmaker, while Hon Hai, also known as Foxconn, is the world's largest electronics manufacturing services provider. For Taiwanese companies, the new rules will make it easier to forge strategic alliances with their customers or suppliers in China, which is already by far Taiwan's biggest export market. AU Optronics, the world's third-biggest flat-panel maker, is for example increasingly selling to Chinese TV brands such as Haier and Changhong and recently received approval from Taipei to set up its firstever plant in China. Storage Media Worldwide external disk storage systems factory revenues posted yearover-year growth of 16.2%, totaling just under $6.1 billion, in the fourth quarter of 2010 (4Q10), according to the International Data Corporation (IDC) Worldwide Quarterly Disk Storage Systems Tracker. For the quarter, the total disk storage systems market grew to just shy of $8.3 billion in revenues, representing 14.3% growth from the prior year's fourth quarter. Total disk storage systems capacity shipped reach 5,127 petabytes, growing 55.7% year over year. Factory revenues for the total disk storage systems market grew by 18.0% to $28.7 billion in 2010 compared to 2009. HP and EMC are the leading vendors, finishing the full year in a statistical tie* at 19.0% of the market each, followed by IBM and Dell with 16.0% and 11.9% share, respectively.
November that global contracts for such gear may climb to $10 billion in the same period. The global wireless equipment market will expand about 5 percent this year, DellOro Group, a researcher based in Redwood City, California, said in November. The industry was probably worth about $34 billion in 2010, according to Stefan Pongratz, a DellOro analyst. The Institute of Electrical and Electronics Engineers has approved IEEE 802.16m, the standard for the next generation of WiMax, which may deliver downstream speeds of more than 300M bps (bits per second).
Earthquake Japan plays a central role in the hightech and consumer electronics industries, home to heavyweights such as Sony, Toshiba, and Nintendo. Many U.S. and European tech companies also have significant offices and operations in Japan. Overall, Japanese factories produced $216 billion worth of electronics last year, according to market analysis firm IHS iSuppli. That includes 16.5 percent of worldwide consumer electronics factory revenue. The supply of flash memory chips, a principal component in hot-selling tablets and smartphones, will likely be affected by the earthquake in Japan, according to a report. But the factories that manufacture flash are well to the south of the quake's epicenter, possibly mitigating the impact. Over 40 percent of the world's NAND flash and roughly 15 percent of the world's DRAM are manufactured in Japan, according to a report released today by Objective Analysis, a firm that does semiconductor-related market research. Japans grip on the global electronics supply chain is causing particular concern. Japan exported 7.2 trillion yen (US$91.3 billion) worth of electronic parts last year, according to Mirae Asset Securities. Should the Japan 17
Telekom 4G (LTE) The market for LTE equipment will probably surge fourfold to $12 billion by 2014 from $3 billion this year, Hong said. Ying Weimin, president of Huaweis LTE business, forecast in
crisis be prolonged, I expect a shortage of electronic parts in the second quarter, said James Song, an analyst at Daewoo Securities, noting that Japan provides 57 per cent of global needs for wafers, which are key materials used to make chips. Goldman Sachs analysts warned of potential bottlenecks in the supply of silicon wafers, conductive film used in LCD circuits and resin used to connect chips to boards, products made by Japanese companies such as Shin Etsu and divisions of Sony, Hitachi and Mitsubishi . In Taipei, shares of electronics supply companies rebounded from recent falls, with Hon Hai Precision and touch panel maker Wintek both gaining more than one per cent. China LCD TV Market Through promotions such as the rural subsidy program, demand for LCD TVs in China surged to almost 40 million units in 2010 surpassing the US to became the largest LCD TV market worldwide, according to data from research firms. Local vendors including Changhong, Haier, Hisense, Konka, Skyworth and TCL accounted for thirdquarters of the China LCD TV market, and 15% of TV panel shipments. Chimei Innolux (CMI) accounted for the highest market share in the TV panel market in China in 2010, followed by LG Display and Samsung Electronics. CMI accounted for 32% of the total TV panel demand from the top-six TV vendors in 2010, 21% for LG Display and 18% for Samsung. Taiwan-based panel makers accounted for 52% of the total TV panel shipments to the top-six TV vendors, and 39% for Korea-based panel makers. Due to pressure to reduce costs, vendors increased purchase ratios for cell-panels to 26% in 2010 and are expected to increase to 46% in 2011. Looking into 2011, China LCD TV demand is expected to exceed 45 million units, up almost 20% on year, and China-based vendors are
expected to continue to increase their market share.
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Flat Panel Industry Samsung Price Fixing- Antitrust Samsung SDI has agreed to plead guilty and pay a US$32 million fine for its involvement in a price-fixing controversy related to color tubes used in computer monitors, the U.S. Department of Justice said on Friday. Sharp
called film patterned retarder (FPR) to stake out a bigger claim in the 3D segment, which Samsung dominates with around 60 percent market share.
Smartphone Panels Furthermore, Sharp also reportedly plans to set up a small- to medium-size panel production line at its Kameyama plant in Japan, mainly for supplying iPhone panels.
Transparent LCD Samsung announced today that it has become the first company to begin mass production of transparent LCD panels. AUO
Panel Business AU Optronics (AUO) has posted consolidated revenues of NT$27.1 billion (US$922.65 million) for February 2011, an decrease of 10.2% sequentially and 17.1% on year. Consolidated revenues for the first two months of 2011 totaled NT$57.28 billion, down 19.2% on year. With fewer work days due to the Lunar New Year holiday in the moth, large-size panel shipments decreased by 13% sequentially to 8.23 million units. Shipments of small- to medium-size panels decreased 15.7% sequentially to 12.22 million units. Shares in Taiwan's AU Optronics jumped as much as 6 percent on Thursday after a report that the world's No.4 LCD maker has won an order to provide flat panel screens for Apple's.
OLED Samsung Mobile Display said today that it would place new shares worth 3.4 trillion won (RM9.12 billion) to its shareholders Samsung Electronics Co and Samsung SDI to boost production of next-generation mobile displays. The 50-50 joint venture is the worlds top producer of organic light-emitting diodes (OLED), a display in severe short supply due to strong demand from high-end mobile gadgets such as smartphones and tablets. Samsung Mobile Display said the breakdown of the share placement between its parent companies had yet to be decided.
LG Display 3D panel Flat-screen maker LG Display said on Thursday it was in talks to provide 3D TV panels to Sony Corp, as it seeks to muster allies amid an intensifying feud over the 3D market with bigger rival Samsung. Samsung Electronics and LG Group led by TV maker LG Electronics and screen maker LG Display have been embroiled in growing war of words this year since LG raised the stakes with a revamped 3D technology
Production in China AU Optronics (AUO) may see faster progress in its TFT-LCD panel mass production in China than its Koreabased competitors, as the government in Taiwan has lifted all restrictions on its companies acquiring or investing in China-based LCD panel makers. The main reason for the Taiwan government to lift all restrictions on panel investment in China is to improve Taiwan's competitiveness in the global
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TFT-LCD panel market and to create greater revenues for Taiwan's TFT-LCD industry. With the Korea government having allowed its panel makers to invest in China without any restrictions, the Taiwan government's previous restrictions set a huge obstacle to Taiwan panel makers' development in China. But the change of policy means that Taiwan panel makers may now build their own plants in China or invest in the country's existing makers. China's National Development and Reform Commission (NDRC) so far has only approved applications for 7.5G and more advanced plants from BOE, China Star OptoELectronics Technology (CSOT) and Infovision Optelectronics Kunshan. Digitimes Research believes AUO is looking to acquire or invest in Infovision. If it cannot work out a deal to acquire or invest in Infovision, AUO will need to apply to the NDRC for approval of a plan to set up its own 7.5G plant in Kunshan, China. Meanwhile, Korea-based panel makers have turned conservative about investing in China, as both Samsung Electronics and LG Display made losses for their TFT-LCD panel businesses, and may delay mass production in China - currently scheduled for the first half of 2012. Earthquake impacts The supply of anisotropic conductive film (ACF) for the production of flat panels is likely to be affected by the earthquake that hit Japan on March 11, but with a month of inventory, AU Optronics (AUO) expects no short term supply issues as long as Japan-based suppliers regain normal production as soon as possible, according to Paul Peng, executive vice president of AUO. Japan-based makers account for 70% of the global ACF supply, Peng added, saying that Japan-based makers tried to resume production on March 15, but were affected by rolling black-outs. Panel prices are expected to start rising in the second quarter of 2011. With
transportation and communication not fully recovered, the supply of upstream materials remains unclear, and the overall effects on the panel industry in the second quarter of 2011 is also uncertain, Peng indicated. Peng noted that affects to the Labor Day holiday in May in China remain unclear, but current TV inventory level is healthy and it is not seeing signs of vendors stocking up inventory. Market sources added that panel demand and prices will remain at the bottom in the first quarter of 2011, but with the risk of material supply and panel inventory shortages rising, it may generate early replenishment demand from downstream clients. Patent Issues Taiwan's AU Optronics <2409.TW>, the world's No.4 LCD maker, said on Thursday it has filed two lawsuits against Japan's Sharp Corp <6753.T> and its U.S. unit over patent infringement. The Taiwan company said in a statement that the suits cover nine patents. Infringing products include Sharp's Quattron series LCD TVs, which use a multi-primary colour display solution AU said it invented. AUO said it is seeking an unspecified amount of damages and permanent injunctions against the infringing products. It filed the suits in Delaware and California.
Touchscreen AU Optronics (AUO) has no plans to spin off its touch panel business unit as clients like to see the effectiveness of integrated production, according to company chairman KY Lee. Lee made the remarks amid market reports indicating that rival Chimei Innolux (CMI) plans to split its flat panel business into three units. Additionally, AUO plans to add more value-added functionalities to its touch panels and also to further integrate the touchpanel production with other flat panels,
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Lee said. The AUO Group as a whole plans to recruit 5,000 more employees in 2011, with AUO alone providing more than 3,000 job opportunities, said Lee, indicating that the group will continue to ramp up its panel capacity, including OLED panels. AUO will begin the production of OLED displays in 2011 although there are still bottlenecks regarding the reduction of raw material costs and power consumption for the panels, Lee stated. AUO's solar wafer plant is slated for volume production in the fourth quarter of 2011 and the company will also kick off a NT$73 billion (NT$2.48 billion) investment project for the manufacture of solar cell modules. Revenues generated from solar related products will account for less than 5% of the company's total revenues in 2011 and the company aims to raise the ratio to 10% within 2-5 years. Renewable Energy- Solar Panel Taiwan-based Darfon Electronics, an affiliate of the AUO (AU Optronics) Group, has stepped into PV silver paste and PV inverters, both used in making PV modules from crystalline silicon solar cells, and has begun production of the former and will do so for the latter in the third quarter of 2011, according to company president Andy Su at a March 4 investors conference. The production is in line with AUO's PV business development and technically through applying in-house manufacturing know-how of TV inverters to making PV inverters as well as that of silver treatment in MLCC (multi-layer ceramic capacitors) production to making PV silver taste, Su explained. Shipments of PV silver paste will take off in terms of volume in the second or third quarter of 2011, Su noted. Among existing product lines, Darfon remains as a leading supplier of illuminated notebook keyboards and external keyboards used in tablets and all-in-one PCs, with total shipments expected to increase from 60 million
units in 2010 to 70 million units in 2011, Su indicated. Energy Management Following the acknowledgment of the world's first LEED gold-certified TFTLCD facility in 2009, AU Optronics (AUO) announced today that its 8.5G facility located in Central Taiwan Science Park (CTSP) has passed ISO 50001 standard for energy management. AUO is the world's first TFT-LCD manufacturer to have obtained this certification, again demonstrating the company's achievements in green practice.
CMI Panel Business CMI shipped 9.7 million large-size LCD panels in February, a decrease of 10.7% sequentially. Shipments for small- to medium-size panels totaled 29.3 million units, a decrease of 14.9% sequentially. Capex of Chimei Innolux (CMI) in 2011 is expected to reach NT$100 billion (US$3.4 billion), mainly for expanding capacity at its 6G, 8.5G and touch panel production lines.
3D Panel Chimei Innolux (CMI) has showcased a series of 3D display panels covering from 23.6- to 65-inch at the FPD China 2011, and the company expects to account for 20% of the three million units of 3D TV market in China in 2011. CMI's investment in China totaled US$1 billion at the end of 2010 with over ten invested companies, Wang noted, adding that CMI will focus on production in China in the future.
Production in China Chimei Innolux (CMI) has submitted its application for the establishment of an 8.5G flat panel plant in China to the 21
National Development and Reform Commission for approval, according CMI president Wang Jyh-chau. CMI will not rush to build the planned 8.5G plant in China due to a current oversupply of flat panels, but it has to secure a license to catch up with rivals such as LG Display, Wang noted. CMI's total investment in China reached US$1 billion as of the end of 2010. The company plans to add an additional investment of US$500 million to ramp up its backend module capacity soon, according to industry sources. However, CMI will need to pour in an extra of US$3-4 billion in capital for front-end panels production, the sources noted. Earthquake impacts The supply of upstream materials for flat panel production will sufficient in the short term but may become uncertain in one or two months as the Japan government has started implementing power brownout controls, according to Wang Jyh-chau, president of Chimei Innolux. While CMI has already piled up a 1-2 month raw material inventory, it has begun to strengthen the supply of key components and materials as the whole flat panel supply chain counts on the rehabilitation process at Japan, Wang noted. However, a short supply of upstream materials may help push the industry to reach a balance between supply and demand and even trigger a wave of price hikes for panels, Wang asserted. Chimei currently purchases upstream anisotropic conductive films from three companies, including one in Japan and two in Korea and also has stockpiled sufficient silicon wafers, according to the company.
forced to close down its LCD assembly line at a plant near Tokyo for a month, a Toshiba spokeswoman said on Thursday. Another LCD maker, Hitachi, has also been forced to halt production at one of its factories, and Sony and Panasonic have also suspended operations at several of their plants. NEC Smartphones Panels Amid the surging demand for smartphones and other applications for small- to medium-size panels, the overall small- to medium-size industry is changing with NEC to turn wholly owned NEC LCD Technologies into a joint venture with China-based Shanghai Tianma Micro-Electronics, while Toshiba Mobile Display (TMD) sold its 4.5G LTPS Singapore subsidiary to AU Optronics (AUO), and Hitachi is in talks with Foxconn Electronics (Hon Hai Prevision Industry) for cooperation. NEC has reached an agreement with Tianma to cooperate for small- to medium-size LCD business, and will sell a 70% stake in NEC LCD Technologies in July and turn the LCD company into a joint venture. NEC believes that the cooperation will help to combine NEC's product development and design ability with Tianma's mass production experience, and strengthen the competitiveness of their products. Tianma mainly focuses on handset panel production, while NEC LCD Technologies mainly focuses on medical and industrial panel production. Tianma accounted for about 3.2% of the global small- to medium-size panel market in 2010, and was the leading small- to medium-size panel maker in China, ranking 11th in the global market, while NEC LCD Technologies accounted for 0.3% and ranked 21st.
Toshiba Earthquake Impact Due to damage from the devastating earthquake in Japan, Toshiba has been
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Wintek Touchscreen Production in Vietnam Wintek will begin establishing a factory for touch panel modules and LCD modules (LCMs) in Bac Giang Province, northeastern Vietnam, with an initial investment of US$100-150 million, according to the company. Wintek will install equipment in the second quarter and start production as early as the third or fourth quarter of 2011, the company indicated. The factory is to expand its production capacity for touch panel modules for use in iPad 2, with supply expected to take off in the second half of 2011, Wintek pointed out. In addition, labor costs in Vietnam are lower than in China, Wintek noted. Wintek will recruit 5,000-10,000 workers initially for the factory.
impact" if Hitachi Chemical slows production of anisotropic conductive film, an epoxy that binds chips to glass or circuit boards, the ministry's Industrial Development Bureau said in a report late on Wednesday. Hitachi provides about 50 percent of the world's supplies of the film. Semiconductor makers in Taiwan face a "fight to get raw materials" as 50 percent of the world's silicon wafer stock comes from two Japanese firms, Shin-Etsu and Sumco Corp., both affected by Friday's magnitude 9.0 quake, the bureau's report said.
LCD Panel Market Small to Medium Size Panels Small- to medium-size panels used to account for only a small part of the LCD industry, but with more applications being developed and getting popular, more and more panel makers are adding investment in small- to mediumsize panels, industry sources indicated. Revenues of the global small- to medium-size market increased 47% on year in January 2011, accounting for 12.7% of the total revenues for LCD panels.
Earthquake impacts Taiwan's economic ministry expects semiconductor and display panel industries on the island to take a hit from the earthquake in Japan last week as supplies are suspended due to factory damage or transportation snarls, translating in some cases to higher manufacturing costs. Local display-panel giants AU Optronics and Chimei-Innolux will see "a rather large 23
Technology & Component Suppliers Yahoo Connected TV An online store for lightweight "widget" applications built for the Yahoo Connected TV platform will not open to consumers this month, as originally planned. However, the project is very much in progress and Yahoo plans to distribute an updated version of the Connected TV platform, including software for the Connected TV Store, to select OEM partners by the end of March, a spokeswoman said via e-mail. After OEM partner certification is achieved, the Connected TV Store will be pushed out to existing TVs in consumers' homes," she said. It's not clear at this point when the store will be open for consumers. In November of last year, Yahoo announced that it would expand the Connected TV program by letting developers build fee-based widgets for television sets that use the Yahoo application platform. "Yahoo has built one of the largest global Internet-connected TV platforms, bringing the best of the Web to the TVs of millions of consumers across 135 countries," the spokeswoman said. Yahoo (NSDQ:YHOO - News) Connected TV, a suite of widgets and apps, is one of the most notable internet-TV layers, embedded on some TVs from Samsung, Sony (NYSE:SNE - News), LG (SEO: 066570), Vizio and Toshiba. In Europe, Yahoo recently signed low-end Turkish TV maker Vestel to the mix.
spilled the beans earlier today on Twitter. "Sorry we have shipped all units for now," Pichai said. The Google exec also reconfirmed that the first Chrome OS devices will go on sale this summer. Acer and Samsung were among the first companies to commit to shipping Chrome OS devices back in December. Notebook Taiwan-based notebook component makers have received some short leadtime orders recently as brand-name notebook vendors, notably HewlettPackard (HP) and Acer, have begun to take up deliveries eagerly from ODMs, according to industry sources. HP has raised its delivery target for March 2011 to over four million units, compared to below three million units in January and 2.4-2.5 million units in February, the sources indicated. Shipments of notebooks from Quanta Computer, Foxconn Electronics, Wistron and Inventec to HP will be higher than expected in March due to shipment adjustments at the vendor, noted the sources. However, HP's orders to Compal Electronics and Flextronics International will not be adjusted significantly in March, the sources added. Acer will also take more deliveries from ODMs in March, especially now it is stepping up its marketing efforts in China, including the build-up of sales channels in cooperation China-based Founder and Sunning Appliance, the source said.
ARM SmartPhone - Cooperation with Microsoft ARM has been cooperating with Microsoft according to ARM Taiwan at a March 22 press conference in Taipei. ARM did not release further information due to confidentiality, but many Taiwan-based ODMs and OEMs hold a general opinion that ARM platforms will
Google New Operating System Chrome OS Google has stopped shipping the CR-48 notebook, the first pilot Chrome OS device, and is preparing for the next phase of its release. Google VP of product management Sundar Pichai
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be developed through cooperation with Microsoft and will focus on applications for smartphones, tablet PCs and other types of hand-held devices. There were as many as 6.1 billion ARM-licensed chips shipped globally in 2010, hiking from 2009 by 55% which was much higher than the 30% industry average, ARM Taiwan president Philip Lu pointed out. Of the chips, 62% were used in mobile Internet-access devices, 19% in embedded devices, 14% in businessuse equipment and 5% in home-use products, Lu indicated. ARM has licensed its latest Cortex A15 patents to several chip designers/vendors including Samsung Electronics, Texas Instruments and ST-Ericsson, with products expected to be launched in late 2011 or early 2012. ARM has been developing architectures for new applications, including microcontrollers, sensors, SSDs, mediumsized mobile computing devices and large servers, and expects cumulative global shipments of ARM-architecture ICs to exceed 100 billion chips in 2020. Mediatek IC supplier Acquisition of wi-fi chip providers Looking for new markets, MediaTek Inc. has acquired Ralink Technology Corp., a supplier of wireless home networking and broadband access semiconductors. Under the terms, MediaTek has acquired the firm through a share swap of 1 share for 3.15 shares of Ralink, making MediaTek as the surviving entity. The transaction has been approved by the respective boards of directors of MediaTek and Ralink and is expected to take effect on Oct. 1, 2011, pending shareholder approval and other regulatory reviews. It will help it expand into several new markets.
ICs, but instead will cooperate with touch controller vendors in Taiwan and China to tap the white-box handset market, according to industry sources. The market reports come after MediaTek announced a week earlier that its overseas subsidiary, Gaintech, has invested US$2 million in Chinabased capacitive touch-controlled solution vendor Goodix on behalf of the parent company. Prior to the announcement, the industry had long expected MediaTek to eventually venture into the development and production of touch controller ICs due to strong market demand, said the sources. Touch controller ICs from some Taiwan-based IC design houses, including ITE Tech, Sitronix Technology and Egalax_empia Technology (EETI), have been verified by MediaTek, the sources noted. R&D in Singapore Taiwanese semiconductor company MediaTek says it plans to invest S$120 million to expand its research and development centre and business operations in Singapore.
Atheros IC supplier Acquisition of wi-fi chip providers Shareholders of Atheros Communications on Friday approved the $3.1 billion take over bid from San Diego wireless giant Qualcomm, with the deal expected to be completed during the first half of this year. While Qualcomm focuses on cellular phone and microprocessor chips, Atheros makes chips for Wi-Fi, Bluetooth and other wireless connections. Qualcomm expects wireless connectivity to be embedded in more and more devices over time, ranging from consumer electronics to smart electric meters to health care devices. Atheros technology will help Qualcomm participate in this market.
Touch Controller MediaTek currently has no plans to develop and produce touch controller
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Trident Next Generation Broadcasting Trident Microsystems, Inc. (Nasdaq: TRID), a leading provider of set-top box and TV semiconductor solutions, today announced that its set-top box system-on-chips (SoCs) are powering one of the first trial deployments of Next Generation Broadcasting (NGB) in China. Trident Microsystems, Inc. (Nasdaq: TRID), a leading provider of set-top box and TV semiconductor solutions, today announced that its HiDTV ProSA1 system-on-a-chip (SoC) has been designed into Hisense's newest line of affordable and feature rich Connected TVs for the Japanese market. Representing the first Hisense-branded TV to be sold in Japan, the new Hisense Connected TVs take advantage of Trident's low cost, exceptional picture quality, internet-ready platform, and support for the Japanese ARIB digital TV (DTV) standard.
MStar Business MStar Semiconductor on May 21 announced that its board has approved plans to repurchase 4,003 lots of outstanding shares as treasury stock at an average price of NT$240.03 (US$8.11) a share. MStar closed at NT$242 on March 21. MStar expects first-quarter revenues to increase 0-6% sequentially to US$268-284 million. March revenues should reach US$96112 million up at least 20% sequentially. The reason for activating treasure stocks is largely due to a 30% drop of the company's stock price over the past 18 trading days, falling to as low as NT$205.5. MStar has announced that January revenues reached US$90 million and US$82 million in February. The company had previously indicated that its TV chip clients' market shares are on the rise, and therefore it is optimistic that TV chip shipments in 2011 will gain more than 15%. Growth of its handset chip shipments will also outperform the industry average. Revenues from handset chips in the first quarter will climb by 40% sequentially. The company has also begun shipping touch IC and STB chips in the first quarter. Verimatrix, the specialist in securing and enhancing revenue for multi-screen digital TV services around the globe, announced that it has ported its hardened Verimatrix ViewRight STB for DVB client security onto the MStar 785X system-on-chip (SoC) series. MStar now offers the 785X with advanced cardless security support that enables digital TV operators to deploy cost-effective, high-performance settop boxes (STBs).
Broadcom Wireless Broadband Leading chipmaker Broadcom Corporation (NasdaqGS: BRCM - News) recently signed an agreement to acquire privately-held Provigent for approximately $313 million. Provigent is a leading provider of innovative Systems-on-a-Chip (SoC) solutions for the broadband wireless transmission industry, offering highly integrated, high performance, mixed signal semiconductors for microwave backhaul systems. The company has offices in Israel and Santa Clara, California.
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NXP Mobile Payment NXP Semiconductors N.V (NASDAQ: NXPI) today launched a new application which allows Android smartphone users to use their NFC-enabled handset to create their own NFC tags. These tags can then be used in multiple environments to share details and launch applications with other NFC handset users.
2011 Taiwan, a European Union (EU)sponsored contest held in Taiwan beginning 2008. For 2011 the focus is on telematics applications based on the Galileo navigation satellite system. Technology Market Semiconductors- Mobile Phones In 2010, the value of semiconductors used across all mobile handsets exceeded $55 billion, and smartphones are a semiconductor manufacturer's dream come true. These devices contain the latest semiconductor technology, shrunken-down to fit in your shirt pocket. It should not come as any surprise that mobile phone semiconductor component revenue will exceed $80 billion in 2015, a compound annual growth rate of 10.8%, according to In-Stat (www.instat.com).
Samsung Semiconductor capacity expansion Samsung Austin Semiconductor, Samsung Electronics' only wafer fabrication plant located outside Korea, has announced plans to hire 300 engineers and technicians in the first half of 2011. The planned workforce expansion is part of its US$3.6 billion expansion. Samsung LED and Japan's Sumitomo Chemical Co. (4005.TO) said Monday they will form a joint venture in South Korea to produce sapphire wafers--key materials used to make lighting components in flat-screen televisions and other consumer electronics--to ensure stable supply. The establishment of the $72 million joint venture comes amid market concerns about a global shortage of wafers following the March 11 earthquake in Japan. According to market research firm IHS iSuppli Corp., Japan's earthquake resulted in the suspension of one-quarter of the global production of silicon wafers used to make semiconductors.
DRAM Mobile DRAM is the fastest growing segment of the market, with shipments expected to rise 71% this year from 2010, iSuppli says. Shipments this year are expected to reach 2.9 billion gigabits, reaching 20.5 billion Gb in 2015.
HDD Storage Techology Shipments of recording heads used in HDD assembly production rose from 1,625 million units in 2009 to 2,026 million in 2010, said the Information Network. It forecasts that 2,371 million thin film heads will ship in 2011. "Recording head shipments are based on the number of hard disk drives shipped and the number of heads per drive," noted Robert Castellano, president of The Information Network. "The number of heads per drive will increase from 2.35 in 2003 to 3.25 in 2014." TDK, a supplier of heads, led the market with a 31.5% share in 2010, followed by Seagate with 26.3%,
European Satellite Navigation GPS Navigation in Europe Taiwan's Ministry of Economic Affairs (MOEA) on March 23 announced the commencement of the European Satellite Navigation Competition (ESNC)
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Western Digital (WD) 25.6% and Hitachi Global Storage Technologies (HGST) 16.7%, according to The Information Network. In 2010, Seagate manufactured 88% of its 605 million heads sold with its HDDs. WD manufactured 97% of its 631 million heads sold, and HGST manufactured 82% of its 338 million heads sold with its HDDs.
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Payment Industry Visa Mobile Payment Visa Inc. (NYSE: V) announced today that it has completed its acquisition of PlaySpan Inc., a privately held company whose payments platform handles transactions for digital goods in online games, digital media and social networks around the world. This move complements Visa's 2010 CyberSource acquisition and extends the company's capabilities into one of the fastestgrowing segments of eCommerce digital and mobile commerce.
EFT-POS Business VeriFone Systems Inc (PAY) reported revenues of $284 million in the first quarter of fiscal 2011, up 3.0% sequentially and up 27% year over year, beating the Zacks Consensus Estimate of $268 million. Gross margin (excluding stock-based compensation and one-time items) came in at 41%, up from 40% in the previous quarter and 39% in the year-ago quarter. Including these items, gross margins came in at 39% compared to 38% in the previous quarter and 37% in the year-ago quarter.
Mobile Payment Point-of-Sale (POS) hardware specialist Verifone has confirmed it will be integrating NFC support into all of its new terminals, a move that should dramatically speed the adoption of wireless payments. Describing the decision as a reaction to merchant resistance, CEO Douglas G Bergeron told NFC World that those retailers upgrading their POS hardware will find that they are automatically able to process NFC and contactless payments. However, he also cautions that throwing in an NFC chip wont be sufficient to kill off traditional payment methods.
Mastercard Mobile Payment MasterCard has certified a near field communications (NFC) application on Gemalto-branded SIM cards; now it's up to mobile manufacturers and carriers to preload the smart card.
Panasonic POS Panasonic System Networks Company of America recently announced the debut of a new dealer program for the point-of-sale (POS) and Drive-Thru product sales channels. Developed in response to the growing success of Panasonic POS and drive-thru product solutions, the three-tiered program will provide the sales channel with marketing resources, technical support and enhanced service to help improve customer satisfaction and increase customer loyalty.
Ingenico Smart Card based biometric for Banking IT firm Ingenico today announced that it has forged an agreement with IL and FS, a leading infrastructure firm, to provide a smart card-based biometric financial inclusion solution for banking services.
Verifone
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Energy Nuclear Energy The Japan Bank for International Cooperation is considering helping fund overseas projects worth $40 billion led by Inpex Corp. (1605) and Toshiba Corp. (6502), as Japans government aims to boost exports of equipment and technology. JBIC may offer loans to Toshiba, which has exclusive rights to negotiate to build a nuclear power station in Turkey, and plans to provide a preliminary loan commitment to Inpex for its Ichthys liquefied natural gas project in Australia, said Tadashi Maeda, head of corporate planning at the state-owned bank. Japan is pushing companies such as Toshiba and Hitachi Ltd. to compete with rivals including Korea Electric Power Corp. (KEP) and Areva SA (CEI) for overseas nuclear projects to aid the nations economic recovery. Ichthys, due to start in 2016, would be the largest energy project operated by a Japanese company. Toshiba, the biggest Japanese maker of power generation machinery, and the countrys trade ministry last year won the right to negotiate exclusively with Turkey until March 31 to build the power plant on the Black Sea coast, which may cost as much as $20 billion. The talks commenced after Turkey failed to conclude negotiations with a group led by Korea Electric because of differences over ownership structure and power pricing.
the maximum power point and maintain its operation at excellent efficiency under any weather or shading conditions. With a micro inverter attached to the PV module, users will not be required to purchase and install a big inverter around the house, and the solar powered system can be easily expanded, monitored, maintained and set up. For safety considerations, the output voltage of an ACPV installation is kept at 240 V, only one-third of the traditional PV system output. By installing AUOs solar monitoring software, users can receive real-time updates of power output data through mobile, computer, and other 3C products. PV Deployment in Germany Due to the German government's successive cuts on feed-in-tariff (FIT) for photovoltaic (PV) solar systems, the country's internal rate of return (IRR) for investments in solar systems has retreated to a level unattractive for consumers. Demand has cooled off in the past six months and the system installation was particularly disappointing in the fourth quarter of 2010. Germany is the world's largest PV market. Though it still installed 7.2GW in 2010 versus 3.8GW in 2009, demand was clearly down in the second half when the government reduced FIT in both the third and fourth quarters. System installation in October, November and December fell 10%, 28% and 20% on year, respectively, to 340.5MWp, 359.9MWp and 1,174MWp. Overall fourth quarter installation dropped 19.76% from a year earlier. To put the figures into perspective, Germany installed 2,126MWp in January of 2010.
Solar Energy Photovoltaic Technology In PV EXPO 2011, AUO will present its module with AC photovoltaic technology (ACPV) which aimed to solve the partial shading problem for metropolitan and residential areas. The feature of such technology is that each module with ACPV technology can track
Polycrystalline Silicon Supply Due to aggressive capacity expansion by solar wafer and cell makers, companies are more active in signing long-term polycrystalline silicon supply
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agreements, according to industry sources. The rules of supply contracts remain the same, the sources said, noting that buyers have to put down a 10% deposit for South Korea-based OCI, and about 15-20% for Europe and US suppliers. Poly-Si supply in the spot market is still low, and the shortage could exacerbate due to production disruption at Japan's M.Setek and continuous hoarding and speculating in the market in anticipation of future price increases. First-quarter contract prices in the South Korea market are US$70/kg versus about US$80-90/kg in the spot market currently. IBM Energy Efficiency IBM (NYSE: IBM) today announced the opening of its new Power Systems Development Laboratory in Taipei City, Taiwan. The lab will focus on designing new energy efficient technologies for the platform to help clients address this pressing issue.
involves data storage, processing and communication of the processed data from the smart meters to the energy companies, where the UK Smart Energy Cloud comes into play. The partnership between IBM and Cable and Wireless Worldwide will be pitted against the likes of BT, Vodafone and Telefonica 02 UK. All these companies have lined up for the UK government contract worth $13 billion for the installation of smart meters in UK homes as part of a wider plan to reduce carbon emissions by at least 80% through 2050.
Smart Energy International Business Machines Corp. (NYSE: IBM - News) has teamed up with Cable and Wireless Worldwide to bid for the next generation cloud-based data and communication solution, UK Smart Energy Cloud, which supports the Smart Meter Implementation Programme in the United Kingdom. The purpose of the Smart Meter Implementation Programme is to deliver 50 million smart energy meters in British homes by 2020, including design requirements, central communications and data management. The programme is expected to reduce energy consumption and costs across domestic as well as small non-domestic sectors. Smart energy meters offer instant usage measurements, which allow more precise electricity bills and pricing policy for the consumers. The method
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2011

BUSINESS AND TECHNOLOGY REPORT

Prepared by Ferhat nlkal 4/3/2011

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

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expected to continue to increase their market share.

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BUSINESS AND TECHNOLOGY REPORT

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