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February 2018 Market Insights - Technology

28 February 2018 IHS Markit Technology Expert

Complimentary content

Enterprise & IT

Many good things in life—including 802.11ax—take time – Yogita Kanesin, Christian Kim
Since late 2016, major WLAN chipset vendors have been announcing their upcoming 802.11ax chipsets.

Hyperscale data center owners are driving growth of renewable energy in data centers – Maggie Shillington
Between 2% and 3% of developed countries’ electricity consumption is currently attributed to data centers.

Quarterly LED lamp retail prices decline 6.8% - Paul Bremner
Global LED lamp retail prices in January were 0.2% lower than in December 2017.

Vertiv's acquisition of Geist more than doubles their global rPDU market share to nearly 10% - Maggie Shillington
Vertiv, a provider of mission-critical technologies for data centers, communication networks, and commercial and industrial environments, has acquired Geist, a privately owned manufacturer of rack power distribution units and other data center products.

Healthcare Technology

Ultrasound companies will highlight three major technology trends this week at European Congress of Radiology – Holley Lewis
The 2018 European Congress of Radiology (ECR) kicks off today in Vienna. ECR is one of the leading global events in radiology, and the congress will welcome nearly 27,000 attendees from over 140 countries.

Manufacturing Technology

France's energy pledge – Matt Tolley
On January 25th in Davos, President Emmanuel Macron of France pledged to shut down all coal-fired power plants in France by 2021.

Machinery production global update - Teik Chuan Goh
This complimentary webinar discusses key findings from the Q3 update as well as the outlook for global machinery production.

Media & Advertising

Comcast intends to outbid 21st Century Fox for ownership of Sky – Martyn Hannant, Fateha Begum, Seth Wallis-Jones, James Joiner
US cable giant Comcast has unveiled a possible takeover offer for Sky, aiming to outbid 21st Century Fox.

Barco’s multi-screen format comes to an end – David Hancock
Barco’s multi-screen format Escape has suspended its operations effective mid-February 2018, and is now looking at the best way to wind down the business and its installed sites.

Safety challenges in operating drones Beyond the Visual Line of Sight (BVLOS) - Przemek Bozek, Stelios Kotakis
There are many challenges that a service provider need to face to utilize drone (UAVs) capabilities.

Saudi cinema plans progress and circuits plan the future – David Hancock
Following the well-publicised opening up of the Kingdom of Saudi Arabia to cinemas, a number of cinema circuits have announced plans to open sites in the country.

Spain's La Liga to launch over-the-top sports service – Tim Westcott
Spain’s football league, La Liga, has become the latest major rights owner to plan the launch of an over-the-top streaming service.

Sky and BT renew Premier League rights, two packages unsold – Tim Westcott
The Premier League has announced the award of five out of the seven packages of highly prized UK and Ireland rights for the 2019-22 contract cycle.

Cinema exhibitors, key stakeholders for location-based VR opportunities – Pablo Carrera
The latest report on consumer VR and AR recently published by IHS Markit (January 2018) complements last year's report with coverage on the consumer augmented reality and location-based (out of home) consumer virtual reality markets.

A brief review of the 2017 cinema exhibition market in Europe – Xin Zhang
The 2017 cinema-going industry in Europe has a mixed picture from territories reporting their results so far.

Mediapro lands Serie A rights after long and difficult process – Matteo Marchello
Italy’s Lega Calcio has awarded rights to Serie A for the 2018-21 period to Mediapro.

Big Data & Cinema Intelligence – Interview with David Hancock
Film Journal International has highlighted some of the key players in the global cinema industry, providing exclusive insight into an area that began with counting admissions at the gate and is currently providing virtual real-time analysis of everything associated with operating a theatrical exhibition enterprise.

Cineworld shareholders approve acquisition and notion to become second largest global exhibitor – Charlotte Jones
Shareholders of UK cinema group Cineworld have approved its $3.6 billion deal to acquire exhibition giant Regal Entertainment group, currently the second largest exhibition group by screen count in the US and globally.

HBO licenses content to Amazon Prime Video in Japan – Jun Wen Woo
HBO signed a content deal with Amazon in January 2018 to license 50 HBO series on Amazon Prime Video in Japan.

Mobile & Telecom

New Nokia strengthens brand with Google’s Android One and a curved display smartphone – Ian Fogg
HMD Global launched five new mobile phones at MWC 2018, all with striking industrial design.

Samsung looks to innovative S9 camera to energize Galaxy S smartphone sales – Wayne Lam, Gerrit Schneemann
Samsung is packing its main innovative push into the cameras of its latest flagship Galaxy S devices.

Sony tries again to convert tech leadership into improved sales with Xperia XZ2 smartphone's 4K HDR video recording - Ian Fogg
At MWC, Sony Mobile unveiled two new smartphones and a new wearable.

Mobile money development H2 2017 - Ruomeng Wang
Google Pay accelerated its global expansion during H2 2017, adding four new markets.

Safety challenges in operating drones Beyond the Visual Line of Sight (BVLOS) – Przemek Bozak, Przemek Bozek, Stelios Kotakis
There are many challenges that a service provider need to face to utilize drone (UAVs) capabilities.

Samsung's next Galaxy S must beat old smartphones to drive upgrades, not recent models – Ian Fogg
Samsung is competing with the models it launched several years ago, and not last years’ Galaxy S8, Galaxy S8+ and Note 8 because it is far too soon for purchasers of those models to buy a new phone.

UK FTTP competition heats up, with TalkTalk's £1.5 billion investment plan – James Joiner
On the day of its Q4 results presentation (8 February), TalkTalk has announced plans to deploy a fibre-to-the-premise (FTTP) network to 3 million.

Diameter signaling revenue rose 5% in 2017, despite intense pricing pressure - Diane Myers
Diameter as a protocol continues to expand with the rise of 4G data and voice traffic worldwide.

Ericsson relinquishes a majority share of its TV software holdings - Po Li, Cecilia Zhu, Merrick Kingston
Subsequent to a yearlong review of its media and video-technology assets, Ericsson is divesting its Media Solutions business, and choosing to retain Red Bee Media (née Ericsson Broadcast and Media Services) in full.

Global smartphone shipments grew 3% in 2017, reach 1.44 billion units - Gerrit Schneemann, Jusy Hong, Ian Fogg
Based on preliminary data from IHS Markit, global smartphone shipments declined 4.5% in Q4 2017 to 387.5 million units.

Mobile, Consumer & Connected Devices

Amazon acquires Ring—implications for the smart home – Blake Kozak
On February 27, 2018, Amazon announced it would acquire Ring for an undisclosed amount.

Lighting trends for 2018 – Paul Bremner
The lighting industry has seen a rapid shift in the past five years as the industry has moved to adopt light emitting diode (LED) products.

Smart home trends to watch - 2018 – Blake Kozak
The global smart home market is expected to increase by nearly 250% in terms of unit shipments from 2017 to 2019.

Consumer video surveillance: content analysis and data analytics – Jim Dearing
A variety of new analytical functions are being developed and applied to video surveillance.

New Nokia strengthens brand with Google’s Android One and a curved display smartphone – Ian Fogg
At MWC 2018, Nokia-brand licensee HMD Global unveiled a new Google relationship and five striking new handsets.

Samsung looks to innovative S9 camera to energize Galaxy S smartphone sales – Gerritt Schneemann, Wayne Lam
At MWC 2018, Samsung launched the Galaxy S9 and S9 Plus with an evolutionary design, building on the Galaxy S8 and S8 Plus.

Sony tries again to convert tech leadership into improved sales with Xperia XZ2 smartphone's 4K HDR video recording – Ian Fogg
At MWC Sony Mobile unveiled two new smartphones and a new wearable.

Safety challenges in operating drones Beyond the Visual Line of Sight (BVLOS) – Przemek Bozak, Przemek Bozek, Stelios Kotakis 

There are many challenges that a service provider needs to face to utilize drone (UAVs) capabilities.

Samsung's next Galaxy S must beat old smartphones to drive upgrades, not recent models – Ian Fogg
Samsung is competing with the models it launched several years ago, and not last years’ Galaxy S8, Galaxy S8+ and Note 8 because it is far too soon for purchasers of those models to buy a new phone.

Global market for smart lighting and connected lighting controls reached $8 billion in 2017 – Paul Bremner
The world market for smart lighting and connected lighting controls was valued at $8 billion in 2017 and is forecast to more than double in size by 2021.

Global smartphone shipments grew 3% in 2017, reach 1.44 billion units - Gerrit Schneemann, Jusy Hong, Ian Fogg
Based on preliminary data from IHS Markit, global smartphone shipments declined 4.5% in Q4 2017 to 387.5 million units.

Power & Energy Technology

Safeguard duty investigation on PV imports clouds India outlook – Dharmendra Kumar
While anti-dumping measures are evaluated in India with the verdict expected by the second half of 2018, India in December notified the WTO's Committee on Safeguards of an investigation on solar cells, whether assembled in modules or panels.

Software was the key focus at DistribuTECH 2018 – Camron Barati
DistribuTECH is one of the largest events focused on distributed energy in the United States and is highly attended by utilities and their partners.

Security Technology

Do it yourself (DIY) installed alarms and “pay as you go” professional monitoring solutions – Anna Sliwon
The year of 2017 saw new players from the technology space increase their share of the intrusion market with DIY offerings, as well as a greater number of traditional intruder alarm providers adding DIY solutions to their portfolios.

Advanced analytics in building automation systems and smart buildings – Bryan Montany
In 2017, global building automation equipment revenue totaled $5.4 billion, growing 3.8% from the previous year.

Consumer video surveillance: content analysis and data analytics – Jim Dearing
A variety of new analytical functions are being developed and applied to video surveillance.

Outlook for the garage door operators market in North America is improving – Robert Brooks
North American revenue for garage door operators is projected to increase at a CAGR of 3.9% percent from 2016 to 2021.

School security systems industry, US market overview – Jim Dearing
The education sector of the market for security equipment and services reached $2.7 billion in revenue in 2017.

The rise of the IT department and integration with identity management – Jim Dearing
Convergence has been a continual trend in the security industry for over a decade.

How catastrophic events are changing the mass-notification system market – Robert Brooks
Mass-notification system (MNS) software used in emergency communication is expected to grow in the Americas at a compound annual growth rate (CAGR) of 6.8% from 2017 to 2021, reaching $293.1 million in 2021.

Adoption of outdoor sensors in the residential sector is on the rise in EMEA – Anna Sliwon
Outdoor sensors allow homeowners in EMEA to push the protective perimeter away from their properties, which can help minimize damage caused by intruders breaking windows or damaging doors.

Building automation visuals – Bryan Montany

Motorola to acquire Avigilon – Jon Cropley
Motorola announced yesterday that it has entered into an agreement to acquire Avigilon, one of the world's largest suppliers of professional video surveillance equipment.

Semiconductors

Global spending on semiconductors rose markedly in 2017 – Myson Robles-Bruce, Chee Seng Tan
In a clear sign of recovery from a disappointing downturn just two years ago, global spending on semiconductors rose to a five-year high in 2017.


Subscriber content

Displays

2018 LCD TV panel maker and brand supply chain – David Hsieh
Samsung VD and Samsung Display have an agreement for allocations in 2018, while BOE expands to more customers in 2018.

Innolux targets 5-9M LCD TV set assembly business in 2018 – David Hsieh
To offset risks in the display business and take advantage of Foxconn group synergies, Innolux is aggressively targeting LCD TV set assemblies.

Large-area panel shipments decrease 1% M/M in January – Robin Wu
Combined, large-area and small/medium-sized TFT LCD panel shipments decreased 4% M/M.

LG Display shows 88-inch 8K OLED TV at CES 2018: bottom vs. top emission – David Hsieh
LG Display presented the world's first 88-inch 8K OLED display with oxide backplane and bottom emission, as we expected.

Display driver IC integration to achieve ultra-slim bezel in LTPS TFT LCD notebook PC panels – David Hsieh
COF is mainly used to connect the driver IC with the panel, and it can be folded to the backside of the panel, thereby helping to achieve a slim bezel.

PMOLED has more than half of smartwatch display shipments in 2017 – David Hsieh
The hefty share of PMOLED shipments is due to the large number of midrange smartwatch products with activity tracking.

Why liquid-crystal polarizers are in demand – Irene Heo
Liquid-crystal coated polarizers help create thinner modules and reduce the number of substrates.

New Chinese panel makers enter industry despite risks of oversupply – Chase Li
Despite signs that there will be severe oversupply of displays in 2018, more Chinese companies are trying to enter the panel-making business, with strong support from local authorities.

New technology to combine QD and OLED – David Hsieh
Apple and Samsung intend to find ways to converge OLED and quantum dot (QD).

2018 smartphone display adoption by brand – David Hsieh
We estimate Apple will use 150 million flexible OLEDs for its iPhone in 2018, while most Chinese brands will continue using rigid OLEDs because of availability.

CES 2018: The realization of digital life – Jason Hsu
Partnerships with digital assistant platforms are strategically important as IoT becomes more common in homes.

LCD monitor panel supply chain in 2018 – David Hsieh
BOE will be the largest LCD monitor panel supplier with 36 million shipments in 2018. It will ship to all major LCD monitor brands.

Taiwanese panel makers’ oxide and OLED capacity planning – Linda Lin
With limited funds and resources, Taiwanese makers are fighting to sustain current margins in the face of competition.

Chinese panel makers catching up fast in LTPS LCD panel shipments for mobile phones – Hiroshi Hayase
Tianma was ranked the second largest LTPS LCD supplier for smartphones in 2017, overtaking LG Display and Sharp.

Emerging trend: touch screens on home appliances – Calvin Hsieh
Once again, touch screens have been added to ordinary home CE products and made more usable. Will it be different this time?

New iPhone displays in 2018, iPhone XS and iPhone 9 – David Hsieh
Apple will likely purchase 250 million iPhone panels for 2018, introducing more iPhones with OLED and LCD.

Smartphone brands develop full-screen display without notch – Jerry Kang
Brands want to hide the speaker, sensors, and camera behind the screen.

Automotive e-cockpit design and its impact on the display supply chain – Stacy Wu
An automotive design trend is ECU consolidation, with Tier 1 suppliers introducing various cockpit domain-controller solutions.

Smartphone display prices will keep dropping until panel makers reduce utilization – Joy Guo
Full-screen displays did not deliver growth to the China smartphone market as expected in Q4 2017.

ZTE launches special foldable smartphone with hinged displays – David Hsieh
ZTE presented its dual-screen smartphone, the Axon, featuring two 5.2-inch FHD displays with 426 ppi.

Large-area display 2017 panel versus set shipments – David Hsieh
Brands were overstocking notebook panels in 2017, while LCD TV set makers will continue panel inventory adjustment in 2018.

OLED smartphone panel makers’ shipment targets for 2018 – David Hsieh
Though the OLED smartphone market is suffering from oversupply, display makers have aggressive shipment targets.

The changing competitive landscape in automotive display panels – Stacy Wu
The TFT LCD automotive display panel industry is shifting from rapid growth to slow growth.

Enterprise & IT

ALE: Renewed focus helps drive new growth – Matthias Machowinski
At the end of January, we had the chance to attend Alcatel-Lucent Enterprise’s (ALE) Connex18 Northern European partner conference, getting an update on the company’s current traction and its plans for the future.

AMD partners with HPE and Dell EMC, turns up the heat on Intel – Clifford Grossner, Vladimir Galanov
In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs.

Manufacturing Technology

The Indian GST: help or hindrance to the LV drive market? – Peter Taylor
The GST has unified several local taxes, including excise duty, service tax, and VAT, creating a single market for goods and services in India.

Media & Advertising

YouTube TV adds Turner to its lineup – Erik Brannon
YouTube TV gave a nice Valentine’s Day present to its sports-loving subscribers—the gift of Turner Networks, as well as several NBA, MLB, and NCAA games.

Growth of OTT video in 2017 fails to offset continued decline in US pay TV subscribers – Erik Brannon, Laura Aguilera
Full-year results for key TV operators in the US have shown that subscriptions to linear pay-TV services are continuing to decline.

Console market 2017: hardware and physical software overview – Piers Harding-Rolls
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Netflix partners with OSN to grow its MENA subscriber base - Constantinos Papavassilopoulos, Max Signorelli
MENA pay-TV operator OSN has announced the signing of a partnership with Netflix.

The increasing importance of bundles on digital console stores – Steve Bailey
The shift to digital purchasing has continued apace on consoles in 2017, and digital stores have evolved—albeit gradually.

Vodafone executes TV-led expansion plan in Greece - Constantinos Papavassilopoulos
Vodafone has made a series of moves to boost its position in Greece’s TV market.

Tencent invests in Shanda Games for IP Portfolio – Chenyu Cui
Shanda Games confirmed investment of RMB 3 billion ($452 million) from Tencent this week.

BT sees decline in TV customers while retail broadband remains strong – Fateha Begum
UK incumbent telco BT reported a decline in TV customers of 5,000 in the three months ending December 2017, while more than 35,000 retail broadband customers were added in the same period.

Further telco investment in video as TDC gains Modern Times Group’s Nordic business – Ted Hall, Martyn Hannant
Swedish media company Modern Times Group (MTG) is to merge its Nordic operations with Danish telecommunications provider TDC Group to create what the partners call a fully converged provider of media and communications services.

Tabikaeru is latest casual games app, proving a success with non-gamers in China – Chenyu Cui
Tabikaeru is a freemium mobile game developed by the Japanese company Hit-Point.

Mobile & Telecom

Telstra writes Ooyala down to zero – Merrick Kingston, Cecilia Zhu
Telstra has written down to zero the value of its Ooyala video business, and recorded a $273 million impairment.

ALE: Renewed focus helps drive new growth – Matthias Machinowski
At the end of January, we had the chance to attend Alcatel-Lucent Enterprise’s (ALE) Connex18 Northern European partner conference, getting an update on the company’s current traction and its plans for the future.

AMD partners with HPE and Dell EMC, turns up the heat on Intel – Clifford Grossner, Vladimir Galanov
In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs.

EE announces new home broadband solution using fixed wireless – Seth Wallis-Jones
EE, now part of the BT Group, has announced that it will launch a new fixed wireless solution using (where coverage is more limited) an external, professionally installed antenna connecting to the internal 4G LTE home router.

BT-owned Openreach announces plan to accelerate FTTP deployment – James Joiner
Less than three months after Vodafone and CityFibre revealed plans to deploy a fibre-to-the-premise (FTTP) network to 1 million UK premises by 2021, BT’s infrastructure arm, Openreach, has announced plans to accelerate its FTTP deployment.

The mysterious case of a rising India – Stephane Teral
While Brazil and Russia were in recession in 2015 and 2016, IHS Markit found that India’s economy was chugging along, pushing the nation’s real GDP growth rates at 8% and 7.1% for those years, respectively.

Mobile, Consumer & Connected Devices

The state of smart speakers and digital assistants, post-CES and MWC 2018 – Paul Erickson
The 2018 CES tradeshow was dominated by common themes revolving around AI, such as machine learning, voice interfaces, and digital assistants.

Snapshot of 2017 financial results and TV shipments – Hisazaku Torii
This analysis presents a brief recap of TV brand and panel-maker financial performance, particularly Operating Margin, and comparing the two critical points in the value chain for TVs.

Emerging trend: Touch screens on home appliances – Calvin Hsieh
Once again, touch screens have been added to ordinary home CE products and made more usable. Will it will be different this time?

Power & Energy Technology

AMD partners with HPE and Dell EMC, turns up the heat on Intel – Clifford Grossner, Vladimir Galanov
In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs.

Security Technology

Broadband in Control Rooms – Alexander Richardson
Broadband integration and its impact on command and control rooms. A short synopsis on market trends, operational changes, and applications.

Oceanian video surveillance market growing faster than other regional markets – Monica Wang
The Oceanian market for video surveillance equipment is forecast to grow at an average annual rate of 4.8% from 2016 to 2021.

Semiconductors

Sensors and medical devices: IoT and the rise of remote patient monitoring – Brian O’Rourke
The role of medical devices within medicine is changing rapidly.

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