Untitled

2012
BUSINESS AND TECHNOLOGY REPORT
Prepared by Ferhat nlkal 2/5/2012
LG

JANUARY 2012
Headlines Consumer Electronics (CE) Samsung Samsung fourth-quarter net income rose 17 percent to $3.6 billion. Samsung reported 4.5 Billion $ operating profit in the last three months. Samsung aims to grow at double rate with a company sales target of around 50 million sets. Samsung Electronics estimated its October-December operating profit would jump 73 percent from a year ago. Samsung Group said it is raising its 2012 investment to a record $41.4 billion. Samsung and LG will join Sony in launching televisions that run Google TV. Samsung teamed up with DirecTV to offer its service without the use of a set top box. Samsung Apps has been increasing the diversity of its content with downloads reaching 20 million. Samsung Electronics plans to re-enter the Japanese market for flat-panel televisions in 2013
LG said it aims to boost TV sales 20 percent this year. LG Electronics will introduce its highly anticipated Google TV at CES. LG has officially signed on to the Google TV service, and will be releasing a lineup of Google TV-based sets this year. LG noted that its own Netcast platform will account for 60% of all TV products. LG Electronics and Verizon announced an alliance for Smart TV platform. LG will sell a remote control to go with a high-end flat-screen TV that contains a microphone. LG aims to grow revenue from its air conditioning business by more than 10 percent this year.
Sony Sony Corp. reported a $2-billion loss and a sharp decline in sales for its endof-year quarter. Sony Corp warned it was heading for a bigger-than-expected $2.9 billion annual loss. Sony Corp.'s president and CEO, Howard Stringer, is stepping down as president and CEO of the company. Moodys cut its credit ratings on both Sony and Panasonic, citing ongoing weakness in the TV market. Sony is halting development of organic electroluminescence display panels for consumers. Sony will transfer domestic construction of lithium ion batteries used in products. Sony has recently opened its Sony University in Singapore.
Panasonic Japan's Panasonic Corp warned of a record annual $10.2 billion net loss. Panasonic, Sony and Sharp Corp expect to lose $17 billion this year.
Sharp Sharp Corp forecast a record 290 billion yen ($3.8 billion) net loss for the year to March.
Google Google said that TV heavyweights Samsung and LG will launch sets that run its Google TV platform. Google said that MediaTek would create chips for Google TV products.
Hitachi Hitachi has said it will stop making televisions by the end of September. Hitachi Ltd might post a 33 percent fall in its operating profit for the three months ended December.
CE Market The global television market is expected to reach 254 million units in 2012, up 2% from last year. LCD TV shipments will rise from 206M units in 2011 to 225M units in 2012, an increase of 9%. TV makers have changed their strategy to develop a product that utilizes less power and lowers costs. Plasma TV units grew 30% in 2010 due to a favorable pricing advantage over LCD. The first OLED TV shipments are expected in the second half of 2012. 3D TV is expected rise to more than 100M units shipped by 2015. The overall smart TV market was worth $86 billion in 2010 and is expected to reach $265 billion by the end of 2016 with a CAGR of 17%. Demand for 3D TVs in the China market is expected to grow by 150% to 20 million units in 2012. China government will increase customs tariffs for imported panels from 3% to 5% in the second quarter of 2012 "Worldwide Hybrid Set Top Boxes," about 100 million hybrid STBs will ship in 2015.
Foxconn Foxconn has reportedly confirmed that it will employ a million robots over the next three years. Foxconn will reduce the number of employees at its LCD TV assembly factory in Slovakia by 600 to 1,800.
TCL TCL shipped 10.856 million LCD TVs in 2011.
TPV TPV Technology aims to double its shipments of LCD TVs to 30 million units in 2012
Vizio & Amtran Amtran is interested in seeing the market response to the 55-inch OLED models.
Wistron
Wistron has lowered its LCD TV shipment target for 2012 to six million units from eight million
ICT Samsung
Haier Vestel Vestel signed Fatih projects agreement. Haier unveiled its 2012 product lineup.
Samsung also launched its Series 5 Ultra Ultrabook. Samsung unveiled its latest tablet using a 7.7-inch OLED display.
Apple Apple recorded the largest global smartphone market share of 23.9% in the fourth quarter of 2011. The iPhone 5 release date is set to be in the summer of 2012. Apple Inc.s next iPad, expected to go on sale in March. Apple has patented a new universal remote that presumably could accompany the Apple television. Apple overtook Google's Android in the US in the fourth quarter of 2011. Apple bought $17 billion worth of chips and accounted for 5.7 percent of chips purchased on a design total available market (TAM) basis.
Vizio Vizio is turning to computer technology to help the company's bottom line during 2012.
Acer Acer has unveiled its latest ultrabook with the Aspire S5.
Asus Asustek is expected to see on-quarter revenues drop of 20% in the first quarter of 2012.
Foxconn Foxconn and Compal are expected to ship more than 10 million smartphones in 2012. Foxconn Technology Co. climbed to the highest in more than five months in Taipei. Foxconn has finished preparations at its assembly lines for smartphones and tablet PCs in Brazil
LG LG Electronics has introduced two new ultrabooks. LG has revealed that it has now sold over 1 million units of its Optimus LTE smartphone. LG announced its first tablet equipped with LTE 4G capability.
Wistron Toshiba Toshiba Corporation will unveil the "world's thinnest and lightest" tablet. Hewlett-Packard Co. plans to release its WebOS mobile operating system as open-source software by September. Wistron expects its shipments of notebooks, servers and hand-held devices to grow 20% on year in 2012. Wistron is seeking acquisition targets for vertical integration and is eying components such as touchscreen, LCD module (LCM) and software. Wistron is expected to land orders from Asustek Computer.
HP
IBM IBM said it'll pay an undisclosed sum to buy privately-held Israeli technology firm Worklight.
Google Google has confirmed that it has acquired more IBM patents.
Siemens Siemens (SIEGn.DE) has agreed to buy RuggedCom Inc.
Amazon ODM orders for Kindle Fire tablet PCs are expected to be cut by half to three million units in the first quarter of 2012.
Facebook Facebook will join to permanently enable Internet Protocol version 6.
Sharp will outsource all TV panels below 40-inch to CMI and have Foxconn Electronics (Hon Hai Precision Industry) handle the TV set assembly.
Panasonic ICT Market Top-tier notebook makers Quanta Computer, Compal Electronics, Wistron, Pegatron Technology and Inventec all saw on-month declines in their January shipments. ITU gave a label to a whole class of future 4G standards. Panasonic will outsource the production of LCD TV panels to Chimei Innoulux (CMI) in 2012. Panasonic Corp will consolidate five plants into two locations. Panasonic Corporation has developed a 20-inch 4K2K (3,840 x 2,160 resolution, approx.
Panel Industry Samsung Corning and Samsung Mobile Display have signed an agreement to establish a new equity venture. Samsung has announced that it is expanding the transparent display market with production of a 46-inch transparent LCD panel.
AUO AUO saw its shipments of large-size panels slide 5.9% on month to 8.6 million units in December. AU Optronics (AUO) has signed a strategic cooperation agreement with Japan-based Idemitsu Kosan for the development of OLED Technologies. AU Optronics (AUO) has begun volume shipments of 55-inch naked-eye 3D 4k2k (4000x2000) high resolution TV panels to Toshiba. AU Optronics (AUO) and Chimei Innolux (CMI) are operating at 80% of their capacities for large-size panels.
LG Display LG Displays net loss was 6.3 billion won ($5.6 million) in the three months ended Dec. 31. LG Display expects LCD-screen prices to rebound from late in the first quarter. LG Display plans to set aside around 4 trillion won in capital spending. LG Display Co., the worlds secondlargest maker of liquid-crystal displays, reported a fourth- quarter loss narrower than estimates.
CMI CMI saw its shipments of large-size panels gain 7% sequentially to 12.996 million units in December. CMI will lead a negotiation team to hold debt settlement talks with its creditor banks.
BOE & CSOT BOE and CSOT will ramp up their production of 36.5-, 46- and 55-inch panels in 2012.
Sony Sony has agreed to sell its stake in a joint liquid crystal display panel venture to its partner Samsung Electronics.
Corning Corning Inc. said that its profit slumped 53 per cent in the fourth quarter but its revenue rose 7 per cent on stronger sales of glass for flat-screen televisions, computers and mobile devices. 5
Sharp Sharp reportedly lowered capacity utilization rates at its 10G lines to 50% recently.
Corning will hit the target by growing businesses outside of its stalling liquidcrystal-display glass operation.
As Intel is ready to launch its nextgeneration Ivy Bridge platform for ultrabooks in April.
AMD Panel Market LCD TV area demand to reach 116 million square meters in 2018. Global shipments of large-size LCD panels in fourth-quarter 2011 decreased by 1% on quarter, resulting in 174 million units. The production value of TFT LCD panels produced by Taiwan flat panel makers totaled US$45.89 billion in 2011. Panel makers have been anticipating new sizes such as 39- and 50-inch panels. Total shipments of TV panels were 15.81 million units at the beginning of December 2011. The shipment volume of iPad 2 panels will decrease from 48.0 million units in 2011 to an estimated 25.0 million units in 2012. OLED display revenues are estimated to exceed US$4 billion in 2011. OLED display revenues are expected to exceed $20 billion by 2018 to account for 16 percent of the total display industry. AMOLED shipments are estimated to have reached 90 million units in 2011, which is up 97 percent on a year-overyear rate. DisplaySearch predicts that AMOLED revenue grew to $3.36 billion, which is up 169 percent The transparent display market is expected to grow from US$0.9 billion in 2015 to US$87 billion in 2025. AMD is originally set to launch Deccan platform with Krishna and Wichita APUs in June of 2012.
Broadcom Broadcom unveiled a range of breakthrough innovations in connectivity technology. Broadcom announced that that its industry leading connected home STB platforms support. Broadcom and Atheros support for the HomePlug electronics. Broadcom is unveiling four new wifi chips at CES 2012.
TI Texas Instruments introduced its latest ZigBee RF4CE remote control solution. Texas Instruments announced systemon-chip that integrates an IEEE 802.15.4 (2.4 GHz) radio, an ARM Cortex-M3 processor.
Qualcom Qualcomm has acquired display startup Pixtronix.
Mediatek MediaTek Inc. announced the release of the world's first 120Hz Smart TV supported single chip solution model. MediaTek announced its latest innovation for 802.11ac Wi-Fi AP/routers.
Semiconductor Industry Intel Intel and Motorola announced multidevice strategic relationship that includes smartphones.
Trident Trident announced that its 3D Cinemascope technology and a complete suite of connected solutions.
MIPS MIPS has announced that it has joined the Renesas Electronics SoC Partner Program.
Global Nanotechnology Market to Reach US$30.4 Billion by 2015.
Software Industry Microsoft
Mstar
MStar has licensed technology from ARM Holdings for use in smart-TV applications.
MStar Semiconductor expects new orders for chips used in near field communication (NFC) enabled phones to buoy its sales performance in 2012.
Renesas
Renesas Electronics has unveiled plans to withdraw from the large-size display driver IC business.
Microsoft announced plans to release its System Center 2012 cloud management suite within the next six months. Microsoft paid Nokia $250 million in Q4 2011 to switch to Windows Phone. Microsoft is working manufacturers third-party manufacturers on prototypes of laptops utilizing a built-in Kinect sensor. Microsoft has announced online event for the launch of SQL Server 2012.
Marvell Marvell announced SoC Zigbee solution.
Hospitality Industry Quadriga Quadriga has announced its entry into the Indian hospitality market. Quadriga has announced additional new features for its established Sensiq guest communications platform.
Sigma Design Sigma Designs announced a joint Wi-Fi Display / DLNA IPTV reference design with Qualcomm Atheros Inc.
Digi International Digi International introduced the ConnectPort X2e for Smart Energy.
Otrum OTRUM is pleased to announce the partnership agreement with Loewe.
Semiconductor Market Gartner said leading electronic equipment manufacturers accounted for $105.6 billion of semiconductors. Global niche DRAM market will grow 59.4% on year to reach 509.8 million GB in 2011. Global demand for NAND flash is expected to drastically increase due to fast growing demand for eMMCs, SSDs and Wi-Fi wireless mobile storage devices. Overall global shipments of MEMS microphones rose to 1.3 billion units in 2011, up 82% from 704 million in 2010.
Locatel Locatel has launched an innovative new portal 'Eclipse MiRa', bundled with Philips MediaSuite TVs.
Payment Industry Verifone VeriFone Systems, Inc., recently announced it has completed the acquisition of Point. VeriFone rose the most in almost 11 months after MasterCard Inc. said its seeking to accelerate upgrades to
merchants electronic point-of-sale payment systems KWI announced a partnership with VeriFone for Cloud POS. VeriFone reveals its next generation payment solutions and invites retailers to reimagine interaction, mobility, security and globalization
Energy Industry Toshiba Toshiba Corp said it plans to enter the smart home energy market.
Hitachi Hitachi Ltd., Toshiba Corp. are increasingly turning their sights toward "smart city". Mitsubishi and Hitachi, Ltd. today announced the cooperation in Spain.
Ingenico Ingenico and iMobile3, LLC, a leader in advanced mobile commerce technologies, announced a strategic partnership which will power the launch of Ingenico's new Mobile Retail Platform -- iMRP -- in the United States. Ingenico announced its partnership with PayPal.
Siemens Siemens AG said that net profit fell 17 percent to euro1.46 billion
Visa Visa has announced that its NFC payment system is now certified for use in LG, Samsung and RIM smartphones.
Philips BASF and Philips are working together on a really cool project that uses OLED lighting for the roof of a car.
Paypal PayPal and Office Depot are reportedly testing the former's new payment method.
Energy market Smart city worldwide market is expected to expand to about 160 trillion yen in 2015 and 230 trillion yen in 2030.
NCR NCR unveiled the first cloud-based point-of-sale (POS) software platform.
RIM RIM and Turkcell have announced the availability of touchless NFC payments.
Turkcell Turkcell launched the world's first SIMbased, Near Field Technology ("NFC") road toll payment application on its own branded smartphone T11.
Payment Market The Global Digital signage market is estimated to generate $3.95 billion in 2011 and $13.2 billion by 2016.
Consumer Electronics (CE) Samsung Business Samsung fourth-quarter net income rose 17 percent to 4 trillion won ($3.6 billion), from 3.42 trillion won a year earlier, the Suwon, South Korea-based company said in a statement today. The average of 28 analyst estimates compiled by Bloomberg was 3.99 trillion won. Sales rose 13 percent to 47.3 trillion won, in line with a preliminary estimate announced Jan. 6. Operating profit was 5.3 trillion won, in line with the companys preliminary estimate of 5.2 trillion won. Full-year net income fell 15 percent to 13.7 trillion won, while sales climbed 6.7 percent to a record 165 trillion won. Samsung reported a record quarterly profit on surging sales of Galaxy phones and proceeds from selling its hard-disk drive business. Operating profit in the three months that ended in December was 5.2 trillion won ($4.5 billion), compared with 3.01 trillion won a year ago, the Suwon, South Koreabased company said in a statement. That was higher than the 4.6 trillionwon average of 29 analyst estimates compiled by Bloomberg News. Sales rose 12 percent to 47 trillion won. Samsung Electronics, the world's biggest TV manufacturer, expects the global television market to grow around 7 to 8 percent this year, and aims to grow at double that rate with a company sales target of around 50 million sets.
Samsungs stock performance
Financial Samsung Electronics, the world's top maker of memory chips and smartphones, estimated on Friday its October-December operating profit would jump 73 percent from a year ago to a lifetime high, aided by recordbreaking sales of smartphones.
Investment Samsung Group, which includes Samsung Electronics Co, said it is raising its 2012 investment to a record $41.4 billion, underscoring the widening gulf between the dominant South Korean conglomerate and its faltering competitors.
Connected TV Samsung's new range of super-thin, super-powerful Smart TVs got another big fillip at CES: the company's teamed up with DirecTV to offer its service without the use of a set top box. Electronics manufacturers LG and Samsung are looking to boost flagging television sales with a range of 'Smart' TVs. The new TVs allow viewers to use voice and motion controls to interact with their sets. The two Korean rivals unveiled the new web-connected models at a preview day for the International Consumer Electronics Show (CES) in Las Vegas. Samsung plans to use its in-built cameras to try to recognise the viewer 9
and then personalise the screen with the right 'hub' of applications.
Appstore Samsung Apps has been increasing the diversity of its content with downloads reaching 20 million. Samsung Apps can also be used on Galaxy mobile and tablet devices. This is to compete with Apple's iPad and iPhone products, which also have a unified platform. Samsung indicated the development of Google TV is to add diversity to its product line and it plans the launch to take place in the second half of 2012.
display TVs this year, compared with about 25 million sets sold in 2011, Lee Kwan Sup, a vice president at the TV business, said in Seoul today. LG aims to become the largest seller of 3-D TVs this year and capture about 25 percent of the global market for such products, according to a company statement. LG Electronics will sell a remote control to go with a high-end flat-screen TV that contains a microphone.
Google TV LG Electronics will introduce its highly anticipated Google TV at the Consumer Electronics Show (CES) in Las Vegas. LG Smart TV with Google TV combines the familiarity of Googles Android OS with the convenience and comfort of LGs 3D and Smart TV technologies, offering consumers a new and attractive home entertainment option. Samsung Electronics and LG Electronics both indicated they plan to introduce Google TV products. However, LG noted that its own Netcast platform will account for 60% of all TV products. Samsung has not showcased Google TV products at CES 2012 but smart TV products that carry its own Samsung Apps are on display. LG has officially signed on to the Google TV service, and will be releasing a lineup of Google TV-based sets this year. In addition, Samsung, Sony, and Vizio all of which have previously joined the Google TV coalition are promising new devices using the platform for 2012.
Google TV Samsung and LG will join Sony in launching televisions that run Google TV. This means that the top three global TV makers by revenue, according to DisplaySearch's numbers for the third quarter of 2011, now support the platform. US powerhouse Vizio is also launching a new line that supports it.
Re-entering the Japanese Market Samsung Electronics plans to re-enter the Japanese market for flat-panel televisions in 2013, the Nikkei business daily reported Monday. The company reportedly plans to launch a lineup of organic electroluminescene or OEL and upmarket LCD television sets.
LG LCD TV LG Electronics Inc. (066570), the worlds second-largest maker of televisions, said it aims to boost TV sales 20 percent this year, helped by models showing 3-D images. LG targets to sell about 30 million liquid-crystal
Smart TV LG Electronics and Verizon announced an alliance that will offer a new entertainment experience for the LG Smart TV platform, when LG introduces the Verizon FiOS TV app to current LG Smart TVs and Blu-ray players in 2012.
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Sony Corp.'s president and CEO, Howard Stringer, is stepping down as president and CEO of the company. He will hand over the reins to Kazuo Hirai, a games and music veteran in the company.
LGs stock performance
Air conditioning South Korea's LG Electronics Inc aims to grow revenue from its air conditioning business by more than 10 percent this year, Nho Hwanyong, the head of the business, said on Wednesday.
Sonys stock performance
Sony Credit Notes Business Battered by a strong yen and floods in Thailand that hobbled several of its factories, Sony Corp. reported a $2billion loss and a sharp decline in sales for its end-of-year quarter. The Tokyo technology and entertainment giant Thursday said sales slid 17.4% to $23.4 billion in its third quarter ended Dec. 31. Its $2-billion net loss compared with a $950 million gain the same period a year earlier. Ailing Japanese electronics giant Sony Corp warned it was heading for a bigger-than-expected $2.9 billion annual loss, presenting a daunting task for incoming CEO Kazuo Hirai, who vowed to move quickly to turn things around. Overtaken by more innovative rivals such as Apple Inc and Samsung Electronics over the past decade, Sony posted a $2.1 billion net loss for October-December, normally a strong quarter boosted by year-end holiday sales, as it battled a strong yen, flooding in Thailand that ruptured supply chains, and a weak economy. Moodys cut its credit ratings on both Sony and Panasonic, citing ongoing weakness in the TV market. For Sony, Moodys Japan reduced its long-term senior unsecured bonds rating to Baa1 from A3, adding that the outlook is negative. For Panasonic, Moodys reduces its long-term senior unsecured bond rating to A2 from A1. The ratings agency laid out a similar case to the one for Sony. The rating action reflects Moodys concern that the weakness in Panasonics financial profile will continue, given the challenging operating environment, Moodys said, noting that The companys financial profile has deteriorated since it acquired the remaining stakes in its two major consolidated subsidiaries, Panasonic Electric Works and Sanyo Electric effective April 2011.
OLEDTV According to a report in the Daily Yomiuri Online, Sony is halting 11
development of organic electroluminescence display panels for consumers. While Sony will continue selling OLED panels to corporate clients, the television manufacturer will only create LED and LCD panels for the mass market. Sony first rolled out a model of an OLED for the consumer market in 2007, but the expensive price tag of the Sony Drive XEL-1 OLED TV was difficult to fathom compared to LED models at the time.
Korea's Samsung Electronics, weak demand and a strong yen.
Transfering of Lithium ion batteries Japan's Sony Corp will transfer domestic construction of lithium ion batteries used in products like mobile phones and electric cars overseas by March 2014, as it works to overcome the strong yen, the Asahi newspaper reported on Saturday.
Panasonics stock performance
Sharp Business Sharp Corp forecast a record 290 billion yen ($3.8 billion) net loss for the year to March after posting surprise quarterly losses as a slump in TV sales forced it to halve output at a western Japan LCD plant. Sharp Corp forecast a record 290 billion yen ($3.8 billion) net loss for the year to March after posting surprise quarterly losses as a slump in TV sales forced it to halve output at a western Japan LCD plant.
Sony University Sony Corp. has recently opened its Sony University in Singapore. The university will play an important role in the company's efforts in expanding its business in new growth economies.
Panasonic Business Japan's Panasonic Corp warned of a record annual $10.2 billion net loss, joining beleaguered rivals Sony and Sharp in a sea of red ink as they struggle to fix their broken TV businesses and show they have not lost their way. Panasonic's forecast loss of 780 billion yen ($10.2 billion) for the year to March dwarfed expectations, and is almost all due to restructuring charges and writedowns for its Sanyo Electric unit. Panasonic, Sony and Sharp Corp expect to lose $17 billion this year, highlighting the savaging of Japan's electronics industry by foreign rivals led by South
Sharps stock performance
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Hitachi Stop making televisions Japanese high-tech giant Hitachi has said it will stop making televisions by the end of September as intense price competition hurts TV earnings at many electronics manufacturers worldwide. Hitachi will "terminate television production by the end of September" in Japan, said Sayori Nishino, a company spokeswoman, on Monday having already outsourced overseas TV manufacturing to foreign firms in 2009.
Gou at a Jan. 15 corporate meeting in which Gou reportedly compared the company's workers to "animals."
Foxconns stock performance
Reduction in Slovakia Plant Taiwan-based Foxconn Electronics (Hon Hai Precision Industry) will reduce the number of employees at its LCD TV assembly factory in Slovakia by 600 to 1,800, industry sources in Taiwan cited Slovakian newspaper Hospodarske Noviny as indicating. Foxconn acquired the factory from Sony in 2010, the sources noted. The factory is used to supply LCD TVs for the Europe market and the downsizing of workforce is because demand for LCD TVs in the market has been stagnant, mainly arising from European financial issues, the sources pointed out. Foxconn in early 2011 planned to expand the factory's production capacity by 50% and workforce by 30%, but has not carried out the expansion, the sources indicated.
Hitachis stock performance
Financial Japanese conglomerate Hitachi Ltd might post a 33 percent fall in its operating profit for the three months ended December, hurt by a strong yen and weak sales, business daily The Nikkei reported.The company is expected to report operating profit of about 80 billion yen ($1.05 billion) for the quarter, the daily said.
TCL LCD TV China-based TCL shipped 10.856 million LCD TVs in 2011, including 6.606 million units sold in the domestic market and 4.25 million units shipped to overseas markets, the company has reported. The overall sales were higher than the company's previous projection of 10.2 million units. Of domestic sales in 2011, LED-backlit models totaled 4.68 million units, Internet connected 13
Foxconn Automation Chinese technology firm Foxconn has reportedly confirmed that it will employ a million robots over the next three years to replace human labour. Consumer electronics contracting giant Foxconn on Friday sought to clarify and apologize for statements by CEO Terry
models reached 1.48 million units, and 3D models amounted to 310,000 units. Total domestic sales in 2011 also represented an increase of 28.9% from a year earlier, TCL said.
TPV LCD TV TPV Technology aims to double its shipments of LCD TVs to 30 million units in 2012, optimizing the image of its brand products, including the Philips brand, according to the company.TPV expects sales of its TVs to gain a boost from the second quarter of 2012 when it completes the integration of the TV joint venture it set up with Philips in China, the company noted. TPV shipped 60 million LCD monitors and 15 million LCD TVs in 2011, the sources figured.
Amtrans stock performance
Wistron LCD TV Wistron is expected to see its LCD TV shipments slide by 40% sequentially to 1.2 million units in the first quarter of 2012 as rival Foxconn Electronics (Hon Hai Precision Industry) is likely to take up nearly all ODM TV orders to be released by Sony, according to a Chinese-language Economic Daily News (EDN) report. In response to market conditions, Wistron has lowered its LCD TV shipment target for 2012 to six million units from eight million projected previously, said the paper, which also noted that Wistron will also cut its capex for 2012 to US$300 million from US$600 million spent in 2011.
TPVs stock performance
Amtran OLED TV Amtran is interested in seeing the market response to the 55-inch OLED models to be unveiled by LG Electronics in the upcoming 2012 CES trade fair, said Wu, noting that the industry trend for the TV industry will become clearer after the trade show.
Wistrons stock performance
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Haier Connected TV Haier, the world's leading white goods manufacturer, unveiled its 2012 product lineup at CES 2012 this week, highlighting its impressive TVs that feature a range of innovations that radically improve consumers 'visual experience. These include new levels of connectivity to create a 'cloud living' model in the home, virtually edgeless cloud TV, glass-free 3D TV, wireless smart devices end cloud interaction and enhanced mind wave technology that allows viewers to control their TVs with their mind.
Google Google TV Google said that TV heavyweights Samsung and LG will launch sets that run its Google TV platform, with new models to be showcased at the International Consumer Electronics Show next week in Las Vegas.
Googles stock performance
Cooperation with Mediatek Google said that Taiwanese semiconductor firm MediaTek would create chips for Google TV products, joining Marvell, and allowing more consumer products to enter the market. The new addition could help soften the blow of losing Intel, which opted to pull out of the TV market in October.
Haiers stock performance
Vestel E-board Vestel signed Fatih projects agreement to setup 600 K E-Board solution in Turkey.
CE Market TV Market The global television market is expected to reach 254 million units in 2012, up 2% from last year, according to new data from market research firm NPD Display Search. In 2011, unit shipments are estimated to have grown a scant 0.1%. Flat panel TVs are now growing at just 2%-4%, as the transition away from CRTs is nearing an end. Shipments of TVs larger than 40 inches are expects to grow 12% in 2012, with smaller sizes falling 3%. One major driver of increasing demand 15
Investment Zorlu Holding AS, a Turkish company active in consumer electronics, household appliances, energy and real estate, plans to invest more than $1 billion this year, Anatolia news agency reported, citing Chairman Ahmet Nazif Zorlu.
for larger sets: falling prices. NPD notes that sales of sets larger than 50 inches are expected to grow 18%; sets north of 60 inches are expected to fall below $2,000 for the first time. On Black Friday, NPD notes, sets in the 40-47 inch range were selling at prices under $500, and 60 inch sets fell below $1,000. LCD TV Market LCD TV Will Remain the #1 TV Technology with LED Share Reaching 67% in 2012. LCD TV shipments will rise from 206M units in 2011 to 225M units in 2012, an increase of 9%. LCD will account for more than 82% of all global TV shipments in 2011, rising to more than 88% in 2012, as demand for plasma falls and OLED TVs arrive late in the year in small quantities and at high prices. LCD is now a strong competitive technology at all sizes and should climb to more than 95% share by 2014 as CRT fades and OLED is slow to grow.
LED Backlight Due to lower-than-expected consumer adoption of LED-backlit LCD TVs, TV makers have changed their strategy to develop a product that utilizes less power and lowers costs, according to the latest findings of DisplaySearch. TV makers are reducing the number of LEDs per TV set. In turn, this also lowers brightness and moves away from the slim designs and higher picture quality that have been characteristic traits of LED-backlit LCD TVs, said DisplaySearch. "LED penetration in LCD TVs was 7pp lower than our forecast a year ago, mainly due to high LED premiums. The premium for a LED backlight in a 32inch LCD TV was 42% in the fourth quarter of 2011, although it had been expected to fall to 27%," said Yoshio Tamura, senior vice president, DisplaySearch. "Therefore, TV makers
are changing their strategies on direct LED-backlit TVs. Instead of high picture quality, set makers have chosen lowpower consumption with a corresponding lower price as selling points for this new type of LED-backlit TVs. This will increase its competitiveness with CCFL-backlit LCD TVs and even CRT TVs." The materials cost for direct LED backlights comes closer to that of CCFL backlights. DisplaySearch estimates that for 32inch LCD TVs, direct LED backlights cost 1.3-1.4 times CCFL backlights, as opposed to edge-lit LED backlights, which are estimated to cost more than twice as much as CCFL backlights. For 40-inch LCD TVs, the savings could be even greater, with low-cost direct backlights cutting nearly US$40 in material costs, which could result in as much as US$100 in savings at retail. TV makers have been planning to introduce new models causing demand for LED backlights to increase in December 2011. In addition, small- and medium-size products will likely show growth in February, which will also help the LED backlight market to rebound.
Plasma TV Market Plasma TV units grew 30% in 2010 due to a favorable pricing advantage over LCD, but as that advantage has narrowed in 2011, shipments are expected to fall 11%, to 16.3 million units. The decline in unit growth and weak profits have led manufacturers to focus on more profitable segments, even at the expense of unit growth. As a result, plasma TV shipments are projected to fall to less than 10 million units by 2015.
OLED TV The first OLED TV shipments are expected in the second half of 2012, but due to prices that are expected to be well above $4000 initially and remain significantly higher than
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mainstream high-end LCD TVs, will only grow to about 2.5% of the 40+ segment by 2015. 3DTV The worldwide forecast for 3D TVs was slightly increased to more than 23M units in 2011 through better than expected growth in emerging markets and Europe. By contrast, demand in North America has been surprisingly soft for 3D, and may only reach 3.6 million units in 2011 as US consumers remain very price sensitive. Eventually though, North America will see a rise in 3D adoption due to stronger preference for 40+ sizes where the 3D feature is common and expected to be less costly. Globally, 3D TV is expected rise to more than 100M units shipped by 2015.
explosive growth to the already red hot Smart TV market. The increasing adoption of fixed broadband (and proliferation of wired and wireless home networking); the rapidly-growing installed base of IPconnected CE devices (forecast to reach 2.5bn in 2012 and 3.5bn in 2015); a broad understanding of how to secure content distribution in iOS and Android applications; openstandard encryption protocols such as DLNA Premium Video (DTCP-IP); new content distribution contracts that include provisos for multi-screen distribution; and several key hardware innovations, such as adaptive transcoding and ultra-high-bandwidth modems.
LCD TV Prices With the prices of large-size LCD TVs continuing to fall in North America and Taiwan, coupled with capacity ramps by China-based panel makers, price competition in the large-size TV segment is expected to become increasingly fierce in 2012, according to industry sources. According to market data, the prices of 40- and 42-inch LCD TVs in North America have dropped to below US$500, and Sharp even launched 60-inch CCFL models for US$799 and LED-backlit ones for US$999. Since the prices of 32-models have hit the bottom, the price erosion is then expected to extend to large-size models in 2012, the sources commented, adding that demand for TVs with display sizes of over 55-inch is expected to reach 11.5 million units in 2015 compared to 7.3 million units in 2011.
Smart TV The overall smart TV market was worth $86 billion in 2010 and is expected to reach $265 billion by the end of 2016 with a CAGR of 17%. In terms of unit shipment, smart TV was valued at 43.6 million units in 2010 and is expected to reach 64 million by the end of 2011 with an annual growth of 47%. By 2016, smart TV unit shipment is expected to reach 153.2 million units with a CAGR of 19%. According to the Topology Research Institute's most recent report, as more brands continue to release Smart TVs, worldwide shipments of Smart TVs in the next two years could double. In 2011 alone, 25.18 million Smart TVs were sold worldwide, accounting for 10.4% of overall TV sales. In 2012, that number is set to double to at least 52.85 million units. A yearly growth of 100% means that by the end of 2012, Smart TVs will account for 20% of overall TV sales. The report went on to say that as "smart" becomes the new catchword in electronics, the addition of 3D and LED innovative hardware features is set to bring about more
China Market Sales of FPD (flat panel display) TVs in the China market in 2012, due to the impact of European financial troubles and approaching to market saturation
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in large cities, will grow slowly to a projected sales volume of 39.9 million TVs, according to China-based All View Consulting (AVC). The projected sales volume of FPD TVs in the China market in 2012 will grow from 2011 by 9.1%, lower than 10.6% in 2011, nearly 40% in 2010, nearly 90% in 2009 and 60% in 2008, AVC indicated. Demand for 3D TVs in the China market is expected to grow by 150% to 20 million units in 2012, accounting for 48% of total TV sales in China in the year, according to industry sources. Sales of TVs totaled about 38 million units in China in 2011, of which eight million units were 3D models, the sources noted. In order to boost development of the local TFT-LCD panel manufacturing industry, the China government will increase customs tariffs for imported panels from 3% to 5% in the second quarter of 2012, according to Chinabased CBN Daily. If volume production of TFT-LCD panels in China proceeds smoothly, the China government may hike tariffs from 5% to 8-10% in 2013, according to China-based All View Consulting (AVC).
ICT Industry Samsung Ultrabook Samsung also launched its Series 5 Ultra Ultrabook at the tradeshow. The company will offer sizable 14-inch screen variants with an optional integrated Optical Drive. Samsungs Series 5 Ultra 13.3-inch weighs in at 1.39kg with a width of 17.6mm.
Tablet PC with OLED Display Samsung Electronics Co unveiled its latest tablet using a 7.7-inch OLED display, and said the product will be available through U.S. mobile carrier Verizon Wireless. The device is the Korean electronics giant's first tablet using organic light emitting diodes OLED.L, which boasts better picture quality than mainstream LCD flatscreens.
Apple Smartphone iPhone Mainly due to hot sales of the iPhone 4S, Apple recorded the largest global smartphone market share of 23.9% in the fourth quarter of 2011, followed by Samsung with 23.5% and Nokia with 12.6%, the sources cited Strategy Analytics statistics as indicating. Based on previous experience, sales of iPhone 4S will remain at peak in the first quarter of 2012 and then begin to decline, the sources pointed out. The iPhone 5 release date is set to be in the summer of 2012, according to a statement made recently to a Foxconn employee.
Hybrid STB According to the recent In-Stat research titled "Worldwide Hybrid Set Top Boxes," about 100 million hybrid STBs will ship in 2015. Hybrid STBs that include a TV tuner and an Internet connection are seen as a fast-growing segment of the global STB market. he research revealed that more than 23 million hybrid STBs will ship in North America this year while the Asia Pacific annual revenue based on the devices will approach $1.5 billion in 2015. Additionally, satellite hybrid STBs will represent 58 percent of the hybrid STB market next year.
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according to market research firm Kantar Worldpanel. The leading customer of semiconductor The on-going success of Apple Inc.'s iPhones, iPads and MacBook Air has driven the company to be the leading customer of semiconductor chip vendors in 2011. Apple bought $17 billion worth of chips and accounted for 5.7 percent of chips purchased on a design total available market (TAM) basis, according to market research firm Gartner Inc.
Apples stock performance
Next Generation iPad Apple Inc.s next iPad, expected to go on sale in March, will sport a highdefinition screen, run a faster processor and work with next-generation wireless networks, according to three people familiar with the product.
Apple TV AppleInsider has revealed that Apple has patented a new universal remote that presumably could accompany the Apple television set rumored to be in development. The companys remote concept is designed around the concept of a dynamic touchscreen that not only can automatically detect devices (without users needing to punch in special codes), but also present users specific controls for those devices automatically, reducing the number of buttons that typically litter universal remotes.
Top 10 semiconductor design TAM by company, worldwide 2011 (in millions of dollars). TAM = total available market Source: Gartner (January 2012)
LG Ultrabooks LG Electronics has introduced two new ultrabooks - the Z330 and Z430 - which will be on display at the International Consumer Electronics Show (CES) in Las Vegas next week, the company said on Thursday.
Apple OS Platform in US Apple overtook Google's Android to become the leading smartphone platform in the US in the fourth quarter of 2011, thanks to strong demand for its latest iPhone model, a study said Wednesday. In October-December quarter last year, Apple's share of the US smartphone market doubled from a year earlier to 44.9 percent, while Android's share fell from 50 percent to 44.8 percent in the same period,
LTE SmartPhone LG has revealed that it has now sold over 1 million units of its Optimus LTE smartphone since its release last October.
LTE 4G Tablet LG announced its first tablet equipped with LTE 4G capability, heading first to Korea. Running Android 3.2 on a dualcore, 1.5GHz processor, the Optimus 19
Pad LTE has an 8.9-inch, 1280 x 720pixel display, an SD slot, plus both eight- and two-megapixel cameras -and it's just 0.37 inches thick, says the company. Toshiba Tablet PC Toshiba Corporation will unveil the "world's thinnest and lightest" tablet at the Consumer Electronics Show-2012, scheduled to be held at Las Vegas from Jan. 10.
HPs stock performance
IBM Mobile Software IBM said Tuesday it'll pay an undisclosed sum to buy privately-held Israeli technology firm Worklight, a provider of mobile software for smartphones and tablets. "With this acquisition, IBM's mobile offerings will span mobile application development, integration, security and management," the Armonk, N.Y., company said.
Toshibas stock performance
HP WebOS Hewlett-Packard Co. plans to release its WebOS mobile operating system as open-source software by September, relying on the same approach to licensing that Google Inc. uses with Android. The company, which gained WebOS in its $1.2 billion acquisition of Palm Inc. in 2010, said in December that it would turn the software into an open-source project, meaning outside programmers are free to tinker with the code and use it in their own smartphones, tablets and other devices. In addition to releasing the operating system in the coming months, Hewlett- Packard will introduce open-source software tools called Enyo 2.0 today to help developers write WebOS applications.
IBMs stock performance
Siemens Acquisition of RuggedCom Siemens (SIEGn.DE) has agreed to buy RuggedCom Inc (Toronto:RCM.TO News), a Canadian maker of data communications networks systems, for about C$382 million ($381 million) in cash, to improve access to markets in
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North America and the Asia-Pacific region.
Business Asustek Computer is expected to see on-quarter revenues drop of 20% in the first quarter of 2012 with the amount drop to only NT$80 billion (US$2.67 billion) from about NT$100 billion in the fourth quarter of 2011 mainly due to drop in notebook performance, according to market watchers.
Siemenss stock performance
Vizio Desktop and notebook products Vizio is turning to computer technology to help the company's bottom line during 2012. Known for manufacturing televisions over the last ten years, Vizio is taking the leap into the PC market with two all-in-one desktops and three laptop computers. Foxconn Acer SmartPhones Ultrabook Acer has unveiled its latest ultrabook with the Aspire S5, an ultra-slim device that measures only 15mm at the maximal point. Taiwan-based ODM/JDM makers Foxconn International Holdings (FIH) and Compal Communications are expected to ship more than 10 million smartphones in 2012, while fellow maker Arima Communications will ship an estimated 8-10 million units, according to Taiwan-based supply chain makers. Foxconn Technology Co. climbed to the highest in more than five months in Taipei trading on speculation Apple Inc. may use metal casings for its next generation iPhone, benefiting the Taiwanese company. Weiyi Lim reports for Bloomberg. Foxconn Electronics (Hon Hai Precision Industry) has finished preparations at its assembly lines for smartphones and tablet PCs in Brazil and is ready to kick off production, according to industry sources. 21
Asusteks stock performance
Acers stock performance
Asus
Wistron Business Wistron expects its shipments of notebooks, servers and hand-held devices to grow 20% on year in 2012, while LCD TV shipments will stay flat for the year, the Chinese-language Economic Daily News (EDN) quoted company chairman Simon Lin as saying.According to an estimate by industry sources, Wistron is expected to ship 32 million notebooks in 2012, compared to 59.2 million and 50 million units to be shipped by Compal Electronics and Quanta Computer, respectively, in the year, the paper said.
Tablet PC orders Wistron is expected to land orders from Asustek Computer for one of its two tablet PC models in the first half of 2012, helping Wistron's total tablet PC shipments to reach 3-4 million units in 2012, according to a Chinese-language Economic Daily News (EDN) report.
Google Acquisition of IBM Patents Google has confirmed that it has acquired more IBM patents. This comes at a time when smartphone players are constantly in court suing each other over patents and innovations. The new batch of over 200 IBM patents cover several technologies including those for email management, e-commerce, mobile Web page display, server backup, instant messaging, tuning and recovery, advertising, database tuning and online calendaring.
Financial Wistron, after raising US$180 million in euro-convertible bonds (ECB) and building a US$100 million greenshoe fund, is seeking acquisition targets for vertical integration and is eying components such as touchscreen, LCD module (LCM) and software, according to company chairman Simon Lin. Wistron is expected to ship 33-35 million notebooks in 2012, up 10% on year, with shipments of tablet PC to reach four million units, double to triple shipments from 2011, while shipments of LCD TVs are estimated to hold level on year. As for non-notebook product lines, Lin noted that the company's non-notebook businesses already accounted for close to 40% of its revenues in 2011 and are estimated to surpass 40% in 2012 to help ease the impact from slowing growth of notebook shipments. Lin is also optimistic about ultrabooks and is set to have ultrabook shipments account for 20% of its total notebook shipments, an equivalent volume of seven million units.
Android OS NTT DoCoMo Inc will ask Google Inc to modify its Android operating system so that smartphones using it would put less pressure on networks, a move that could spark wider protests against the leading mobile software platform, the Nikkei reported.
Amazon Tablet PC ODM orders for Kindle Fire tablet PCs are expected to be cut by half to three million units in the first quarter of 2012, down from about six million units shipped in the last quarter of 2011, according to sources in the supply chain.
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future 4G standards. Both LTEAdvanced and WiMAX 2 (WirelessMANAdvanced) will be classed as IMTAdvanced. While the actual speeds of the standards vary, the ITU is promising "at least 100 times faster" performance than 3G and to get the higher speeds using less wireless bandwidth.
Amazons stock performance
Facebook IPV6 Facebook will join with other web companies (Google, Microsoft Bing, and Yahoo) to permanently enable Internet Protocol version 6 (IPv6) on facebook.com. From that point on, Facebook will be dualstacked, meaning it will support access via IPv4 and IPv6.
ICT Market Notebook Production Top-tier notebook makers Quanta Computer, Compal Electronics, Wistron, Pegatron Technology and Inventec all saw on-month declines in their January shipments with Wistron suffering an over 20% drop, according to a Chineselanguage Commercial Times report citing figures from Barclays Capital. Quanta shipped 3.8 million notebooks in January, down 10% on month; Compal shipped 2.4 million units, down 9% on month; Wistron shipped 2.5 million units, down 22% on month; Pegatron shipped 1.1 million units, down 4% on month; and Inventec shipped 1.2 million units, down 11% on month, the paper noted.
4G Standards The International Telecommunication Union gave a label to a whole class of 23
Flat Panel Industry Samsung Corning cooperation Corning and Samsung Mobile Display have signed an agreement to establish a new equity venture for the manufacture of specialty glass substrates for the rapidly expanding organic light emitting diode (OLED) device market. The new business will be located in South Korea.
narrowed quarterly loss on Friday, helped by solid demand from smartphones and tablet makers and as falling TV panel prices stabilize.
46 Transparent LCD Panel South Korea-based Samsung Electronics has announced that it is expanding the transparent display market with production of a 46-inch transparent LCD panel, beginning January 2012.
LG Displays stock performance
Price reductions Loss-making flat-screen maker LG Display expects LCD-screen prices to rebound from late in the first quarter, bolstering its results this year, as TV manufacturers begin restocking ahead of new product releases.
LG Display Business LG Display Co., the worlds secondlargest maker of liquid-crystal displays, reported a fourth- quarter loss narrower than estimates, helped by demand for panels used in 3-D televisions and mobile devices. The net loss was 6.3 billion won ($5.6 million) in the three months ended Dec. 31, compared with a loss of 268.4 billion won a year earlier, according to a filing by the Seoul- based company today. The average of 25 analyst estimates compiled by Bloomberg was for a net loss of 83.9 billion won. LG Display, which vies with home rival Samsung Electronics for the top position in LCD flat screens globally, said its October-December operating loss was 144.8 billion won ($129.3 million), slightly worse than a 117 billion won loss forecast in a poll by Thomson Reuters I/B/E/S. Flat-screen maker LG Display posted a sharply
Capital Spending LG Display, which makes panels for Apple's iPhone and iPad as well as Amazon's Kindle Fire tablet, plans to set aside around 4 trillion won in capital spending this year, little changed from last year, Han said.
Sony Selling the stake in Samsung JV Sony has agreed to sell its stake in a joint liquid crystal display panel venture in South Korea to its partner Samsung Electronics. Samsung will acquire all of Sonys stake in S-LCD Corp., making it a wholly owned subsidiary of the Korean company, they said in a statement.
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Sharp Capacity Utilization Sharp reportedly lowered capacity utilization rates at its 10G lines to 50% recently, but the capacity reduction will not have any significant impact to the overall panel industry as the 10G lines are focused on the production of highend panels as well as panels in sizes over 60-inch, according to industry sources in Taiwan. The capacity reduction, the second time in a year, is expected to last for more than one month, the sources noted. Sharp's 10G lines have a capacity of 1.3 million 40inch equivalent panels a month. Sharp Corp will halve its LCD panel output at its Sakai facility in Osaka in Japan, marking its second deep production cut in a year, hurt by slumping television demand, the Nikkei business daily said The reduced rate of production, which will continue for a month or more, is likely to hurt Sharp's earnings and the company is expected to report a group net loss for the fiscal year ending March 31, its first in three years, the newspaper reported.
report. Panasonic is expected to purchase up to 4.5 million TV panels, worth NT$27 billion (US$900 million), from CMI this year, said the paper. Panasonic aims to ship 12-15 million LCD TVs in 2012, with 40% of needed panels produced in house, 30% from LG Display and the remaining 30% from CMI, the paper quoted DisplaySearch as indicating. In addition to Panasonic, Sharp, Sony and Toshiba also plan to increase their purchases of TV panels from Taiwan makers this year, the paper added. Consolidation Panasonic Corp will consolidate five plants into two locations while Sony Corp is set to close a joint venture with Samsung electronics, underlining the difficult conditions in the TV panel industry, the Nikkei said. The Sakai plant, capable of making the equivalent of 1.3 million panels for 40-inch TVs a month, was idled for about a month from April. After that, it has run at 8090 percent of capacity, but inventories have piled up due to weak TV sales during the year-end holidays, the Japanese daily said.
Outsource LCD Panels Sharp will outsource all TV panels below 40-inch to CMI and have Foxconn Electronics (Hon Hai Precision Industry) handle the TV set assembly, the paper quoted David Hsieh, vice president of the Greater China Market at DisplaySearch, as saying.
New Panel Development
Panasonic Corporation, a leader in high-definition display technology, has developed a 20-inch 4K2K (3,840 x 2,160 resolution, approx. 8.29 million pixels) IPS Alpha LCD panel, the smallest(*1) as a 4K2K-resolution display. The new panel has the world's highest pixel density of 216 pixels per inch (ppi) and the thickness of only 3.5 mm, the thinnest in the world(*1) .
Panasonic LCD TV Panels Panasonic will outsource the production of LCD TV panels to Chimei Innoulux (CMI) in 2012, the first time for the vendor to purchase flat panels from a Taiwan-based maker, according to a Chinese-language Commercial Times AUO Business AUO announced its preliminary consolidated December 2011 revenue of NT$27,716 million, down by 9.4% month-over-month and down by 9.4% 25
year-over-year. AUO's consolidated revenues in the fourth quarter of 2011 was down by 9.5% quarter-overquarter to NT$89,505 million and decreased by 12.8% year-over-year. AUO saw its shipments of large-size panels slide 5.9% on month to 8.6 million units in December, while shipments of small- to medium-size panels increased 6% to 15.42 million units for the month, the Chineselanguage Commercial Times quoted the company as indicating.
4K2K Panels to Toshiba AU Optronics (AUO) has begun volume shipments of 55-inch naked-eye 3D 4k2k (4000x2000) high resolution TV panels to Toshiba, according to a Chinese-language Economic Daily News (EDN) report. AUO has also landed 3D panels from China-based branded TV vendors, including TCL, Changhong Electric and Haier, and therefore the company is expected to see its share in the global 3D panel segment increase substantially in 2012 from below 10% in 2011, EDN said.
Capacity Utilization In comparison, LCD panel makers in Taiwan and Korea have raised their capacity utilization rates recently, indicated the sources, noting that AU Optronics (AUO) and Chimei Innolux (CMI) are operating at 80% of their capacities for large-size panels, while Korea-based makers are operating at 85-90%.
AUOs stock performance
Cooperation with Idemitsu for OLED AU Optronics (AUO) has signed a strategic cooperation agreement with Japan-based Idemitsu Kosan for the development of OLED technologies and related applications, according to AUO. Under the cooperation agreement, Idemitsu will offer high-performance OLED materials to AUO for the development OLED products and applications, including OLED panels for smartphone and tablet PC applications. AUO is expected to begin volume production of 4.3-inch AMOLED panels for smartphone applications at its 3.5G and 4.5G lines in the second quarter, according to industry sources.
CMI Business CMI saw its shipments of large-size panels gain 7% sequentially to 12.996 million units in December, also the highest level in terms of volume for the year. December's shipments of smallto medium-size panels totaled 35.02 million units, down 5.3% on month, said the company.
Financial Chimei Innolux (CMI) CEO Hsing-chien Tuan will lead a negotiation team to hold debt settlement talks with its creditor banks on January 20, hoping the banks will allow it to postpone principal payments, according to industry sources.
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Debt negotiations between Chimei Innolux (CMI) and its creditor banks have hit a deadlock as the two sides hold different views over the ratio of markup to be added to the original interest payments, according to a Chinese-language Commercial Times report. During a recent round of negotiations, the creditor banks in general have reached a consensus to allow CMI to defer its principal payments of NT$75 billion (US$2.5 billion) due in 2012 and another NT$75 billion due in 2013 until 2015, said the paper. However, CMI has to pay back the 2012 principal payments at installments of 15%, 30%, 35% and 20% a year from 2012-2015, while paying back the 2013 principal payments at 20%, 30% and 50% a year from 2013-2105, the paper added.
Corning Inc. (GLW ) reiterated its longterm sales forecast, but said it will hit the target by growing businesses outside of its stalling liquid-crystaldisplay glass operation. Corning Inc. (GLW ) reiterated its long-term sales forecast, but said it will hit the target by growing businesses outside of its stalling liquid-crystal-display glass operation.
BOE & CSOT Ramp up production Having begun volume production of 32inch TV panels recently, China-based LCD panel makers BOE Technology and China Star Optoelectronics Technology (CSOT) will also ramp up their production of 36.5-, 46- and 55-inch panels in 2012, according to industry sources.
Cornings stock performance
Panel Market LCD TV LCD TV area demand to reach 116 million square meters in 2018, says DisplaySearch. The LCD TV market saw a rapid shift toward sizes larger than 40-inch at the end of 2011, as consumers, particularly in North America and China, took advantage of new sizes and more affordable prices, according to DisplaySearch. As larger sizes such as 46-, 47-, 55-, 60- and 65inch are being adopted by consumers, panel makers are also developing other new large size TV panels, including 43-, 48-, 50-, 70-, and even 75-, 80-inch and larger. In response to the strong end-market adoption, DisplaySearch has increased its forecast for LCD TV area demand. DisplaySearch indicated that LCD TV panel demand will reach 85 million square meters in 2012, nearly 2% higher than the previous
Corning Business Specialty glass maker Corning Inc. said Wednesday that its profit slumped 53 per cent in the fourth quarter but its revenue rose 7 per cent on stronger sales of glass for flat-screen televisions, computers and mobile devices. Corning said its net income fell to $491 million, or 31 cents per share, in the OctoberDecember period. That's down from $1.04 billion, or 66 cents per share, a year earlier.
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forecast. DisplaySearch has also increased the area demand forecast from 2013 to 2018 to account for increased 40-inch and larger LCD TV demand. DisplaySearch pointed out several factors that are driving the increase in LCD TV area including new panel sizes such as 39-, 43-, 48-, 50and 65-inch that are being manufactured in the same 6G through 8G fabs, but now offer better glass substrate utilization efficiency. More LCD TV brands are developing products around these new sizes and introducing them to the end-market this year. In addition, the percentage of 40-inch and larger sizes in LCD TV demand has been increasing as consumers continue to adopt these products. In 2015, 40inch and larger sizes are expected to account for 38% of total LCD TV panel demand, which was previously forecasted at 34%, DisplaySearch said. Global shipments of large-size LCD panels in fourth-quarter 2011 decreased by 1% on quarter, resulting in 174 million units. Panels for LCD TVs and monitors showed slight growth but panels for notebook, netbook and tablets showed decreases, according to WitsView. LCD TV panel shipments grew due to high demand in China during the Lunar New Year holidays. In addition, demand from markets such as Europe and US have been growing. According to WitsView, TV panel shipments reached 52.557 million units in fourth-quarter 2011, a 6% growth from third-quarter 2011. Fourth-quarter 2011 monitor panel shipments reached 47.271 million units, a slight 1% growth on quarter, due to successful inventory clear-outs at distribution channels. Shipments for notebook panels reached 46.795 million units in fourth-quarter 2011, down 2% on quarter. The largest decrease was seen in the netbook segment, with panel shipments reaching 65.19 million units, down 23% from third-quarter 2011. Apple began controlling the inventory levels of iPad2 in the fourth quarter
causing 9.7-inch panel shipments to decrease 9% sequentially to reach 21.622 million units. As for the whole year, panels for LCD TVs, monitors, and netbooks in 2011 showed decrease of 1.4%, 5.1%, and 13.5% respectively compared to 2010.
Taiwan Flat Panel Makers The production value of TFT LCD panels produced by Taiwan flat panel makers totaled NT$1.39 trillion (US$45.89 billion) in 2011, including NT$797 billion for large-size panels and NT$241.8 billion for small- to mediumsize panels, according to an estimate of the Taiwan Photonics Industry and Technology Development Association (PIDA). In terms of production volume, shipments of small- to medium-size panels reached 1.694 billion units for 2011, an increase of 21% from a year earlier, PIDA said.
New sizes - 39 and 50 panels Panel makers have been anticipating new sizes such as 39- and 50-inch panels that were introduced in December 2011. Panel makers believe the two new sizes of panels will have shipments reaching one million units.Taiwan-based TV brands expect 50-inch LCD TVs to be introduced around June 2012.
Panel Shipments According to research institutes, total shipments of TV panels were 15.81 million units at the beginning of December 2011, down 15.6% on month. Shipments of LCD monitors reached 16.07 million units, up 0.9% on month. Shipments of panels for notebooks decreased on month by 10.9, at 14.86 million units while shipments of panels for tablet PCs increased by 61.9% compared to
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November 2011, reaching 8.01 million units. iPad Panel Shipments The shipment volume of iPad 2 panels will decrease from 48.0 million units in 2011 to an estimated 25.0 million units in 2012, while an estimated 40.0 million panels s for use in the new version of iPad will be supplied in 2012, the sources pointed out.
Figure 1. AMOLED ED Application Areas
OLED Display OLED display revenues are expected to exceed $20 billion by 2018 to account for 16 percent of the total display industry, up from the current 4 percent, according ccording to research firm DisplaySearch. According to a recent NPD DisplaySearch report, OLED technology advanced rapidly in 2011, setting a trend that is forecasted to continue through ugh this decade. They estimate that OLED display revenues will exceed $4 billion in 2011 (approximately 4% of flat panel display revenues), and will reach more than $20 billion (approximately 16% of the total display industry) by 2018. AMOLED shipments are estimated to have reached 90 million units in 2011, which is up 97 percent on a year-overyear year rate, according to the latest figures from NPD DisplaySearch. At the same time, DisplaySearch predicts that AMOLED revenue grew to $3.36 billion, which is up 169 percent. During the first three hree quarters of 2011 alone, DisplaySearch found that shipments of AMOLED displays 3.5-inches inches and larger designed for smartphones reached approximately 59.7 million units, which is triple the amount seen during the same period in 2010.
Transparent Display According to market research firm Display Bank, the transparent display market is expected to grow from US$0.9 billion in 2015 to US$87 billion in 2025.
Capacity Utilization Rates Most LCD panel l makers, including AU Optronics (AUO), Chimei Innolux (CMI), Sharp and Samsung Electronics will emphasize production of panels in new or extra-large large sizes in 2012 in order to ramp up their capacity utilization rates, according to industry sources. With regard gard to production of flat panels in new sizes, AUO and CMI will roll out 39- and 50-inch inch TV panels; Samsung will focus on 43- and 48-inch 48 models for TVs; and LG Display, BOE Technology and China Star Optoelectronics Technology (CSOT) will turn out 36.5-inch ch TV panels, the sources noted.
China based TV vendors panel inventories With panel inventories at China-based China TV vendors now reaching 3-4 3 weeks, they are likely to reduce their TV panel orders for the second half of January and February, said the sources. source As a result, panel makers are expected to lower their capacity utilization rates in
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the January-February period to avoid a stockpile of inventory, while waiting for a pick-up in demand in March. China Panel Market Greater China is expected to account for 65.3% of the world's small- to medium-size TFT LCD panel and cell shipments in 2011, gaining 4.1 percentage points on-year, according to the latest data collected by Digitimes Research. China's enlarging handheld device market and international buyers' increased orders for Taiwan makers have driven up shipments to the region.
Semiconductor Industry Intel Motorola Cooperation for Smartphones Intel Corporation and Motorola Mobility, Inc. announced that the two companies were entering into a multi-year, multidevice strategic relationship that includes smartphones which Motorola will begin shipping later this year using Intel Atom processors and the Android platform.
OLED Displays OLED display revenues are estimated to exceed US$4 billion in 2011 (approximately 4% of flat panel display revenues), and are forecast to reach more than US$20 billion (approximately 16% of the total display industry) by 2018. In addition, OLED lighting gained momentum in 2011, and is forecast to reach revenues of approximately US$6 billion by 2018.
Intels stock performance
Ultrabook As Intel is ready to launch its nextgeneration Ivy Bridge platform for ultrabooks in April, hoping to bring down the average price of ultrabooks to US$799-999 with enhanced performance, AMD is also set to launch its Trinity-based platform for the ultrabook market, which AMD codenamed Ultrathin, in June with an overall cost 10-20% lower than that from Intel, and the new platform is expected to attract vendors such as Hewlett-Packard (HP), Acer and Asustek Computer from placing orders.
Large Size panels With regard to panel production, Chinabased BOE Technology and China Star Optoelectronics Technology (CSOT) as well as Sharp are expected to raise the ratios of their large-size panels, including 60- and 70-inch sizes, in order to maintain the capacity utilization rates of their 8.5G and 10G lines at high levels in 2012, said the sources AMD
Ultrabook AMD is originally set to launch Deccan platform with Krishna and Wichita APUs in June of 2012, and will upgrade to
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the Kerala platform in 2013 with Kabini APU to compete against Intel's Ivy Bridge in 2012 and Haswell in 2013.
Broadcom Corporation (NASDAQ: BRCM), a global leader in semiconductor solutions for wired and wireless communications, announced that that its industry leading connected home STB platforms support the Comcast Device Software Reference Design Kit (RDK)and tru2way onscreen guides. The Comcast RDK is a pre-integrated software bundle that powers tru2way, IP or Hybrid Set-Top Boxes. The RDK includes the CableLabs OCAP Reference Implementation software along with other leading open source components.
AMDs stock performance
HomePlug Broadcom and Atheros, Qualcomms networking division, published a joint release announcing the two companies support for the HomePlug electronics power line standard family. This willingness encompasses the newly sanctioned HomePlug AV2 as well, which has been given the credit for being the foundation of the IEEE 1905.1 draft standard.
Broadcom Connected Home Broadcom Corporation, a global innovation leader in semiconductor solutions for wired and wireless communications, unveiled a range of breakthrough innovations in connectivity technology, new partnerships and customer wins that are fueling more seamless and pervasive connected experiences in the home, hand and on the go.
Wi-fi Chips Broadcom, the company that makes chips for wireless and broadband communications, is unveiling four new wifi chips at CES 2012. This new generation which the company is calling 5G Wifi, will support speeds up to 1.3Gbps or 162.5 MB per second and use the 802.11ac standard.
TI Zigbee
Broadcoms stock performance
STB Solutions
Texas Instruments Incorporated (TI), the industry leader in highly integrated wireless connectivity solutions, introduced its latest ZigBee RF4CE remote control solution with support for the upcoming ZigBee Input Device (ZID) profile, which enables mouse-like pointing functionality, keyboard and 31
gesture- and touch-based input controls for consumer electronics such as TVs, set-top boxes and game consoles. TI's ZigBee RF4CE solution includes the royalty-free RemoTI 1.3 protocol stack with sample application software, an ETSI-compliant and FCCcertified nano USB module, and an associated Advanced Remote Control development kit. Texas Instruments Inc. (TXN) Monday announced the industry's first demonstration of a radio frequency system-on-chip that integrates an IEEE 802.15.4 (2.4 GHz) radio, an ARM Cortex-M3 processor, dedicated Smart Energy 2.0 hardware security acceleration, and enough flash and RAM to run the ZigBee IP stack and SE2.0 profile.
Qualcomms stock performance
Mediatek Smart TV MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, today announced the release of the world's first 120Hz Smart TV supported single chip solution model. In addition to providing an unparalleled 3D viewing experience, the chip is also an industry leader in support for Wi-Fi display technology, which allows Smart TVs to synchronize with Wi-Fi network hubs without the use of external modems or Internet connection, ensuring that high definition content can be easily shared on TV screens anytime or anywhere. MediaTek's groundbreaking solution is bringing the "living room" revolution to a new level, while creating a new generation of "smart homes."
TIs stock performance
Qualcomm Acquisition of Smartphone startup Qualcomm has acquired display startup Pixtronix, which has developed technology applicable to smartphone and tablet screens. Andover, Mass.based Pixtronix's Digital Micro Shutter technology integrates MEMS (Microelectromechanical systems) and TFTs (thin-film transistors), providing "differentiation, while leveraging proven manufacturing equipment, processes and materials," according to the company's Web site.
Mediateks stock performance
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SoC Wi-Fi MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, announced its latest innovation for 802.11ac Wi-Fi AP/routers -- the RT6856 Wi-Fi systemon-a-chip (SoC), which is also its first product since its merger with Ralink Technology. Designed specifically to address the needs of high quality home content distribution, synchronization and display, the RT6856 represents the industry's first solution to enable Gigabit wireless on a dual-band concurrent Wi-Fi AP/router, or a CPUoffloading intelligent NIC (iNIC) solution for connected consumer electronics products.
Tridents stock performance
MIPS Cooperation with Renesans MIPS Technologies, a provider of industry-standard processor architectures and cores for digital home, networking and mobile applications, has announced that it has joined the Renesas Electronics SoC Partner Program. Renesas, which provides advanced semiconductor solutions, is a long-time licensee of the MIPS64 architecture and processor cores including the MIPS32 74K, 24KE and 4KE cores.
Trident 3D Cinemascope Trident Microsystems, Inc. (Nasdaq:TRID), a leading provider of TV and Set-Top Box semiconductor solutions, announced that its 3D Cinemascope technology and a complete suite of connected solutions offered in TV550 system-on-a-chip (SoC) and PNX5120/30 frame rate converter (FRC) have been designed into a leading OEM's new 58-inch 3D Cinemascope TVs scheduled to ship in the first quarter of 2012. The new 58inch 3D Cinemascope TVs deliver a true cinematic experience by providing crystal clear 3D images in a 21:9 aspect ratio displaying 2.35:1 (CinemaScope) movies without any black bars. In addition, the TV supports all the major online services including Internet Applications in Cinemascope mode. Users can simultaneously browse smart applications while watching 16:9 Full HD content without a compromise in resolution or change in aspect ratio.
MIPSs stock performance
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Mstar ARM Based Connected TV Taiwan electronics giant MStar has licensed technology from Cambridge UK superchip designer ARM Holdings for use in smart-TV applications. MStar, a leading semiconductor supplier for display and digital home solutions, has licensed ARMs Mali Graphics Processing Unit (GPU). MStar has picked ARM's Mali-400 MP GPU to power the graphics in its smart television system-on-chip (SoC) designs. ARM has announced that its Mali-400 GPU has been licensed by MStar for use in smart television SoCs. The Mali-400 GPU is ARM's current high-end graphics chip, which is designed for smartphones and set-top boxes. MStar designs chips that end up in televisions, including the latest popular, must-have viewing technology, smart televisions. These units allow users to download applications and content to their televisions and, just like in smartphones and tablets, the GPU plays a vital role in not just playing back the content but also generating fancy overlays to entice viewers to part with their cash.
communication (NFC) enabled phones to buoy its sales performance in 2012. Company chairman Wayne Liang has forecast that the company will see positive growth this year. MStar indicated its NFC solution has been adopted for a client's new handset model, which supports China UnionPay's mobile payment standard.
Renesas Withdrawing Large size display driver IC Renesas Electronics has unveiled plans to withdraw from the large-size display driver IC business, citing the slowdown of the flat panel display market and falls in prices.
Renesass stock performance
Marvell Zigbee Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, announced the Marvell 88MZ100 ZigBee microcontroller system on a chip (SoC).
Mstars stock performance
NFC MStar Semiconductor expects new orders for chips used in near field
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Digi International Smart Energy - Zigbee Smart Energy Digi International (NASDAQ: DGII) introduced the ConnectPort X2e for Smart Energy, a low-cost, enhanced version of the companys ZigBee Smart Energy gateway. The gateway connects ZigBee Smart Energy devices from a Home Area Network (HAN) to an energy service provider via broadband. It offers additional memory and processing power for over-the-air updates of connected Smart Energy devices, making it easier for utilities and application partners to establish and maintain large Smart Energy device deployments. The ConnectPort X2e also provides an upgrade path to Smart Energy 2.0.
Marvells stock performance
Sigma Designs IPTV Sigma Designs, the leader in connected media platforms, announced a joint WiFi Display / DLNA IPTV reference design with Qualcomm Atheros Inc., the networking and connectivity subsidiary of Qualcomm Incorporated. This new design enables connected media players based on Sigma Media Processors to receive video wirelessly over the emerging Wi-Fi Display standard supported by Qualcomm Atheros Wi-Fi devices as well as being interoperable with DLNA enabled devices supporting the appropriate profiles. The companies plan to demonstrate the solution at CES 2012.
Digi Internationals stock performance
Access OTT Video Platform

Sigma Designs stock performance
ACCESS CO., LTD, a global provider of advanced software technologies to the mobile, beyond-PC and digital TV markets, will be showcasing marketleading solutions for multi-screen DLNA (Digital Living Network Alliance) media sharing, an advanced WebKit-based HTML5 browser, and a new social TV driven OTT video platform at 2012 International CES. Featured demonstrations will include 35
deployments with leading device manufacturers representing a broad cross-section of the global technology market, including AirTies, Primax, Skyviia, TiVo and Vestel.
LED Chipmakers Taiwan-based LED chipmakers Genesis Photonics and Formosa Epitaxy indicate that capacity utilization rates in firstquarter 2012 should be able to reach around 70-80%. In addition, shipments of TV backlights in the first quarter will outperform fourth-quarter 2011. TV makers have been planning to introduce new models causing demand for LED backlights to increase in December 2011. In addition, small- and medium-size products will likely show growth in February, which will also help the LED backlight market to rebound. Taiwan-based LED chipmakers Genesis Photonics and Formosa Epitaxy indicate that capacity utilization rates in firstquarter 2012 should be able to reach around 70-80%. In addition, shipments of TV backlights in the first quarter will outperform fourth-quarter 2011.
Semiconductor Market Electronic manufacturers Gartner said leading electronic equipment manufacturers accounted for $105.6 billion of semiconductors on a design TAM basis in 2011, accounting for 35 percent of semiconductor vendors' worldwide chip revenue, up 1.8 percent from 2010.
DRAM DIGITIMES Research estimate that the global niche DRAM market will grow 59.4% on year to reach 509.8 million GB in 2011, and that such strong growth will continue in 2012-2013.
NAND Flash Global demand for NAND flash is expected to drastically increase due to fast growing demand for eMMCs, SSDs (solid-state drives) and Wi-Fi wireless mobile storage devices, according to sources with memory product makers. More than 600 million smartphones will be shipped globally in 2012 based on projections by market survey companies and if eMMC penetration reaches 60%, there will be demand for 360 million eMMCs, the sources indicated. Some market survey companies forecast global demand for 400-500 million eMMCs used in smartphones in 2012, the sources noted. The adoption of SSDs for ultrabooks will take off in 2012, the sources noted. Although SSD cost has yet to fall to US$1/GB, NAND flash prices are expected to drop much in 2013 due to more advanced manufacturing processes, with SSDs eventually becoming the mainstream storage for ultrabooks, the sources said.
HDD Industry The global hard disk drive (HDD) industry will take one year to completely recover from the impact of flooding in Thailand and therefore will not be able to resume normal supply until the end of 2012, according to product vice president Brendan Collins for Hitachi Global Storage Technologies (GST).
LED Lighting The global LED lighting market continues to heat up with Japan being the biggest market. According to studies, Japan's December LED light tube penetration rate reached 40%. The industry anticipates significant growth in China's LED lighting market due to strong promotion by the 12th Five-Year Plan.
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MEMS Microphones Apple in 2011 increased its procurement of MEMS microphones by 173% to reach 349 million units, up from 128 million in 2010, according to IHS. Overall global shipments of MEMS microphones rose to 1.3 billion units in 2011, up 82% from 704 million in 2010. MEMS microphone revenue in 2012 is projected to reach $493.5 million, up a solid 32% from $373.2 million in 2011, according to IHS.
Software Industry Microsoft Cloud Computing Microsoft appears to be positioning itself to take on the major vendors in the private cloud computing market-IBM, HP, BMC Software, CA Technologies and VMware. The company announced plans to release its System Center 2012 cloud management suite within the next six months, and it made release candidates or beta versions of all the components of the suite available now. The company also announced a new licensing scheme, which depends on the number of CPUs in use, not the number of VMs.
Nanotechnology Market Global Nanotechnology Market to Reach US$30.4 Billion by 2015, According to New Report by Global Industry Analysts, Inc.
Microsofts stock performance
Windows 8- focused on connected world Microsoft has given details on a variety of ways in which the upcoming Windows 8 operating system does a better job than its predecessors at letting users manage their connections to Wi-Fi and mobile broadband networks. Windows 8 has been designed to simplify the process of connecting to mobile broadband networks and of managing those connections, including monitoring data usage and controlling costs.
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Windows Phone Microsoft paid Nokia $250 million in Q4 2011 to switch to Windows Phone, Nokia's financials released yesterday reveal and SlashGear reports. Previously, Nokia had committed much of its smartphone efforts to the antiquated and ultimately doomed Symbian operating system.
Service Industry Roku Connected TV US electronics firm Roku plans to create a finger-sized device which would stream video from the internet to the set-top box. Roku is thinking outside its set-top box in an attempt to bring more Internet video to flat-panel televisions.
Kinect Sensor According to a recent report from The Daily, Microsoft is working manufacturers third-party manufacturers on prototypes of laptops utilizing a built-in Kinect sensor. Microsoft has already discussed desktops that include Kinect functions while at CES this year, but this is the first mention of the motion controller in a portable solution. The prototypes appeared to be ASUS netbooks and they were running Windows 8, likely to use motion navigation within the metro style version of the operating system.
Service Market Pay TV Market ABI Research has revealed that the global pay-TV market will continue to expand to reach service revenues of $236 billion by the end of the year. Customers adoption of new viewing formats, including VOD and viewing on media tablets and smartphones, will cause up to $22 billion (30%) of the US pay-TV advertising market to shift to new formats by 2016. Western Europe will see similar shifts, while the rest of world will lag in its transition of advertising dollars to new formats.
SQL Server Microsoft has announced a March 7 online event for the launch of SQL Server 2012, the next generation of its database product.
Hospitality Industry Quadriga Entering into Indian Hospitality market Quadriga has announced its entry into the Indian hospitality market with the appointment of global business consultancy, MSR IT Solution Pvt Ltd (MSR), as its exclusive distributor. This new distribution agreement signifies Quadriga's commitment to its stated geographical expansion strategy, expanding into new territories to meet the needs of its global customers. Quadriga has announced additional new features for its established Sensiq guest communications platform,
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including powerful new promotional tools and a TV Internet with sound and streaming capability. Following the launch of a new entry-level version last month, these new features further demonstrate how Sensiq, installed in thousands of guest rooms across Europe, Russia, Africa, India and the US, is constantly evolving to meet the changing needs of hotels and their guests. OTRUM Partnership with Loewe OTRUM is pleased to announce the signing of a worldwide partnership agreement with Loewe.
Payment Industry Verifone Acquisition of Point VeriFone Systems, Inc., recently announced it has completed the acquisition of Point, Northern Europe's largest provider of payment and gateway services and solutions for retailers.
Locatel Partnership with Philips Locatel, European leader in multimedia solutions for the hospitality sector, has launched an innovative new portal 'Eclipse MiRa', bundled with Philips MediaSuite TVs. The turnkey solution specifically addresses the needs of 3 and 4 star hoteliers to offer high quality, revenue driving interactive services, without the need for major investments in equipment, networks or running costs.
Verifones stock performance
Business VeriFone Systems Inc., the largest maker of credit-card terminals, rose the most in almost 11 months after MasterCard Inc. said its seeking to accelerate upgrades to merchants electronic point-of-sale payment systems. VeriFone jumped 8.2 percent to $42.65 at 11:26 a.m. in New York trading and was up as much as 9.6 percent for its biggest intraday gain since March 2. Shares of the San Jose, California- based company fell 1.5 percent in the 52 weeks through yesterday.
KWI Cooperation for cloud POS KWI announced a partnership with VeriFone to bring KWI Cloud 9 Mobile Point-of-Sale (Mobile POS) to market. Its a major advance in the retail industry's shift towards cloud-based technology. 39
New retail solutions VeriFone Systems, Inc. (NYSE: PAY), reveals its next generation payment solutions and invites retailers to reimagine interaction, mobility, security and globalization. New solutions introduced xpand VeriFones marketleading point-of-sale business with new multimedia, mobile technology, payment paradigms and cloud-based services that simplify and enhance the retail experience. Customers are no longer at the mercy of traditional cash register lines in the new C. Wonder brand of women's retail stores introduced last fall. Instead, C. Wonder sales associates are able to assist shoppers with checkout anywhere in the store using an iPod Touch. This exceptional retail deployment of mobile-only checkout is the result of a customized mobile point of sale (mPOS) solution from VeriFone Systems, Inc. (NYSE: PAY) that decreases wait lines and eliminates cumbersome POS software and costly cash registers. C. Wonder's storewide mPOS execution expedites payment transactions and advances shopping to a new level of personal service.
Ingenicos stock performance
Partnership with Paypal Ingenico, the leading worldwide provider of payment solutions, recently announced its partnership with PayPal which will enable merchants with Ingenico POS devices to accept PayPal payment optons. This business relationship will make it easier for millions of PayPal customers to use their accounts in retail stores. Ingenico has already begun to integrate PayPal's payment card solution into its legacy Unicapt32 platform POS devices as well a its entire new generation of Telium 2 series POS devices. Given the vast installed base of Ingenico's devices in the United States, the company will integrate and support PayPal on both of its platforms. The integration will allow merchants with Ingenico's i6xx series and iSc250/iSC350 devices to accept both PayPal's payment card and its alternative mobile phone number & PIN payment solutions.
Ingenico Mobile Retail solution Ingenico, leading worldwide provider of payment solutions, and iMobile3, LLC, a leader in advanced mobile commerce technologies, today announced a strategic partnership which will power the launch of Ingenico's new Mobile Retail Platform -- iMRP -- in the United States. With the introduction of its new open mobile platform, Ingenico continues to innovatively provide merchants with best-in-class offerings required to deliver secure multi-channel commerce solutions directly to store associates and consumers via smartphone and tablet-based mobile means.
End to End Payment Data Protection Voltage Security, a provider of datacentric encryption and key management, and Ingenico, a provider of payment solutions, announced they have partnered to help simplify end-toend payment data protection at the point of sale. The move aligns Voltage data protection technology with
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Ingenico Telium series devices to combat card fraud and reduce the PCI card data environment for retailers. End-to-end encryptionotherwise referenced by PCI Security Standards Council guidelines as point-to-point encryptionenables retailers to reduce PCI scope, vulnerabilities to data and the risk of data breach or compromise by eliminating existing security gaps.
NCR Cloud based POS NCR Corporation (NYSE: NCR) unveiled the first cloud-based point-of-sale (POS) software platform that enables independent retailers to manage transactions, track sales and inventory, process credit cards and market to customers on both POS touchscreen terminals and Apple mobile devices. Built specifically for entrepreneurial brick and mortar retailers and product and service providers without a traditional storefront, this solution is expected to be widely available in early spring.
Visa NFC Visa has announced that its NFC payment system is now certified for use in LG, Samsung and RIM smartphones. The payWave application allows consumers to use their mobile to pay for goods at the point-of-sale.
NCRs stock performance
Visas stock performance
Agilysys Mobile shopping
Paypal New Payment Method PayPal and Office Depot are reportedly testing the former's new payment method, called by experts as 'wallet in the cloud', that allows consumers with PayPal account to actually make instore purchases, reports said.
Agilysys, Inc. (Nasdaq: AGYS), a leading developer and marketer of proprietary enterprise software, services and solutions to the hospitality and retail industries, and Modiv Media, the leading mobile shopper marketing company, today announced a partnership to deliver in-store mobile shopping solutions to grocers nationwide. The partnership enables grocers to enhance the shopping experience through the use and integration of mobile technologies, personalized offers, coupon targeting, 41
mobile self-checkout, mobile payment and rapid integration with IBM point-ofsale (POS) systems. As the foundation of its mobile commerce efforts, Modiv Media enables Agilysys to bring an industry-proven solution to its large base of retailers.
Turkcell NFC Turkcell , the leading communications and technology company today launched the world's first SIM-based, Near Field Technology ("NFC") road toll payment application on its own branded smartphone T11, in collaboration with Bank Asya. Currently only applicable on Turkcell's T11, the system eliminates the need for plastic transmission cards (KGS) when crossing bridges and freeway turnpikes. Turkcell subscribers with a T11 can easily request a Bank Asya KGS application and upload cash through the Cep-T Czdan (mobile wallet) application on their mobile phones without having to physically visit a bank or payment point at the turnpikes.
Agilysyss stock performance
Blackberry Turkcell Cooperation Turkcell subscribers looking to make a purchase from their favorite Istanbul bazaar now have one extra payment option -- if they're a BlackBerry Bold owners, that is. Research In Motion and Turkcell have announced the availability of touchless NFC payments for the BlackBerry Bold 9900 via Turkcell's Cep-T Czdan mobile application. Interested parties can visit their local Turkcell retailer to trade-up to an NFC-compatible SIM, load the Cep-T application and begin swiping their Berry wherever (worldwide) MasterCard PayPass is accepted.
Turkcell stock performance
EBay Partnership with Home Depot EBay Inc.s PayPal division plans to announce a partnership with Home Depot Inc. that lets shoppers use the payment system at checkout, taking aim at Visa Inc. and MasterCard Inc.s credit card-swiping customers.
RIMs stock performance
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Energy Industry Bosch Electric Vechicle German auto component manufacturer Bosch is planning to invest INR22bn ($416.83m) in India, to focus on fuel economy and safety technologies. For instance, Bosch is currently building a new electrical drives plant in Chennai, which will commence operations this year.
EBays stock performance
Payment Market Digital Signage The Global Digital signage market is estimated to generate $3.95 billion in 2011 and $13.2 billion by 2016; at a CAGR of 27.29% from 2011 to 2016.
Boschs stock performance
Siemens Business Industrial equipment maker Siemens AG said Tuesday that net profit fell 17 percent to euro1.46 billion ($1.89 billion) in the final quarter of 2011 due to delays in major wind-power and rail projects, and as the uncertain global economic outlook hurt orders.
Toshiba Smart Home Energy Japan's Toshiba Corp said it plans to enter the smart home energy market in the United States at the end of this year and generate 10 billion yen ($129.68 million) in revenue by the fiscal year ending March, 2016. Toshiba will use Swiss-based Landis+Gyr, which the electronics manufacturer bought in
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a $2.3 billion deal last May, to move into the smart grid market in the United States. Toshiba said it expects the small community business, which helps users efficiently manage their power usage, generate 900 billion yen ($11.67 billion) global sales by fiscal year 2015. Toshiba said it expects 140 billion yen ($1.82 billion)in sales to be generated in the United States. By 2015, utilities are expected to install smart meters in approximately half of the 96 million US homes as well as other meters in 5 million homes. Smart City Hitachi Ltd., Toshiba Corp. and other major Japanese electronics makers are increasingly turning their sights toward "smart city" projects designed to create eco-friendly, energy-efficient communities.
Philips OLED lightig for the roof of car BASF and Philips are working together on a really cool project that uses OLED lighting for the roof of a car. The OLED light can be a light source to illuminate the interior of the car at night. When turned off the light source can also be a transparent solar cell that allows passengers to see out while gathering power. When off the OLEDs are clear so the people inside can see out of the car.
Hitachi Mitsubishi cooperation Mitsubishi Heavy Industries, Ltd. (MHI:TSE/7011), Hitachi, Ltd. (Hitachi:TSE/6501, NYSE/HIT) and Mitsubishi Corporation (MC:TSE/8058) today announced that they have been jointly selected as contractors for the Smart Community System Demonstration Project in Spain, by the New Energy and Industrial Technology Development Organization (NEDO) as the result of a feasibility study which was conducted from March through October 2011 by the three companies.
Philipss stock performance
Energy Market Zigbee ZigBee Light Link(TM) will help manufacturers develop interoperable wirelessly controlled lighting products for the home. Light bulbs, LED fixtures, sensors, timers, remotes, and switches built using ZigBee Light Link will not require special devices to coordinate in home's network. Like all devices in ZigBee portfolio, ZigBee Light Link devices can be controlled over Internet via computer, tablet, and smart phone.
Smart City Market
Mitsubishis stock performance
The market for smart city projects worldwide is expected to expand to about 160 trillion yen in 2015 and 230 trillion yen in 2030, according to estimates by Nikkei BP Clean Tech Institute.
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2012

BUSINESS AND TECHNOLOGY REPORT

Prepared by Ferhat nlkal 2/5/2012

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

TCL TCL shipped 10.856 million LCD TVs in 2011.

BUSINESS AND TECHNOLOGY REPORT

Siemens Siemens (SIEGn.DE) has agreed to buy RuggedCom Inc.

BUSINESS AND TECHNOLOGY REPORT

Facebook Facebook will join to permanently enable Internet Protocol version 6.

BUSINESS AND TECHNOLOGY REPORT

Qualcom Qualcomm has acquired display startup Pixtronix.

BUSINESS AND TECHNOLOGY REPORT

Global Nanotechnology Market to Reach US$30.4 Billion by 2015.

Software Industry Microsoft

Marvell Marvell announced SoC Zigbee solution.

Otrum OTRUM is pleased to announce the partnership agreement with Loewe.

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Samsungs stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

LGs stock performance

Sonys stock performance

OLEDTV According to a report in the Daily Yomiuri Online, Sony is halting 11

BUSINESS AND TECHNOLOGY REPORT

Korea's Samsung Electronics, weak demand and a strong yen.

Sharps stock performance

BUSINESS AND TECHNOLOGY REPORT

Foxconns stock performance

Hitachis stock performance

BUSINESS AND TECHNOLOGY REPORT

TPVs stock performance

Wistrons stock performance

BUSINESS AND TECHNOLOGY REPORT

Googles stock performance

Haiers stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Apples stock performance

BUSINESS AND TECHNOLOGY REPORT

HPs stock performance

Toshibas stock performance

IBMs stock performance

BUSINESS AND TECHNOLOGY REPORT

North America and the Asia-Pacific region.

Siemenss stock performance

Asusteks stock performance

Acers stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Amazons stock performance

4G Standards The International Telecommunication Union gave a label to a whole class of 23

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

New Panel Development

BUSINESS AND TECHNOLOGY REPORT

AUOs stock performance

BUSINESS AND TECHNOLOGY REPORT

Cornings stock performance