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January 2018 Market Insights monthly roundup

31 January 2018 IHS Markit Technology Expert

(Available to our subscribers)

WCG market poised for growth on recovery in QD demand– Richard Son
The adoption of wide color gamut (WCG) solutions, along with 8K4K and high dynamic range (HDR), is increasing in the display market for product differentiation.

China PV installations to boom in Q4 after grace period removal
China’s anticipated FiT reduction of 0.10 yuan/kWh in each resource area, and 0.05 yuan/kWh for DPV, will—in line with the previous forecast—drive an installation rush of applicable projects in the first half of 2018.

Smart Grid Software and DERMS Steal the Show: Highlights from Distributech 2018– David Green, Camran Barati, Thomas Frashier
Distributech 2018 was held this year in San Antonio, Texas from January 23rd -25th, where IHS Markit analysts Camron Barati, David Green, and Thomas Frashier were on site across the three days to meet with thought leaders and cover the latest technology trends in utilities.

U-blox to provide modules for Iomote cellular IoT gateway– Julian Watson
Earlier this month u-blox announced that its SARA series of cellular modules had been chosen to provide wireless connectivity to Iomote’s customisable X400 gateway, which is targeted at Industry 4.0 use cases.

Competitive environment shakeup - What's ahead for ultrasound companies in 2018?– Holley Lewis
IHS Markit discusses the biggest mergers, acquisitions, and initial public offerings of the year and analyzes the implications for the global ultrasound market.

Safeguarding tariffs on washing machines could trigger turbulence in global trade policies– Dinesh Kithany
Imposing higher tariffs on washing machines may not necessarily achieve the Trump Administration’s desired objectives. However, it could be a precursor for other protectionist trade policies, expected in 2018 and beyond.

Large-area panel shipments decreased 4% M/M in December– Robin Wu
Combined shipments of large-area and small/medium TFT LCD panels increased 2% M/M to 264 million in December, but were down 3% Y/Y.

Cable in Europe: Innovation-driven growth in a hyper-competitive market– Maria Rua Aguete
Maria delivered a presentation entitled: Cable in Europe: Innovation-driven growth in a hyper-competitive market. At the ITU (International Telecommunications Union) HQ in Geneva.

UPS installed base highlights effects of data center consolidation– Lucas Beran
The data center industry is thriving—so it would seem.

World Future Energy Summit 2018: tenders, technology and local content– Josefin Berg
IHS Markit attended the World Future Energy Summit in Abu Dhabi on 15 to 18 January 2018. Here are four takeaways from the trade show.

Smart speakers with a new feature: Built-in touch display– Calvin Hsieh
The smart speaker is an emerging application ever since Amazon released Echo series products in November 2014. Google announced Google Home in November 2016.

201 resolution generates confusion and uncertainty for cell and module manufacturers– Edurne Zoco
The 201 trade case has finally reached a conclusion but a number of questions remain, generating confusion and uncertainty across the supply chain.

PV inverter suppliers develop digital energy solutions– Cormac Gilligan, Miguel de Jesus
SMA announced last week that it would set up a digital energy solution subsidiary named Coneva, a move that is a natural stepping stone to diversifying its business and expanding its customer base.

Sensors and Medical Devices: IoT and the Rise of Remote Patient Monitoring– Brian O’Rourke
The role medical devices within medicine is changing rapidly. As service providers seek to control costs, both medical devices and the sensors within them will play an increasingly important role, pointing the market towards different methods of patient care, greater flexibility and lower costs.

Displays at CES 2018 - Special Report– Nick Jiang, David Hsieh
This special report examines the display-related trends and announcements at CES that are important to IHS Markit customers.

IHS Markit has updated Amazon Prime Video forecasts
IHS Markit has updated the valuation of bundled Amazon Prime Video subscriptions in 15 of the 16 countries it now operates.

Indian TV advertising and online video revenues growing fast, fueled by demand for unique content– Jun Wen Woo, Kia Ling Teoh
What follows is information and insight from IHS Markit about the Indian TV and online video market.

Operator Survey: Smart central offices to be in 85 percent of service provider networks this year– Michael Howard, Heidi Adams
What follows is information and insight from IHS Markit about our latest Routing, NFV and Packet-Optical Strategies Survey.

NFC integrated into display assembly– Calvin Hsieh
The success of embedded touch on smartphones has increased panel maker confidence about sensor integration.

Declining PPA prices in Latin America and key ingredients for successful project completion in the region– Josefin Berg, Maria Chea
In Q4 2017, a string of PV markets in Latin America announced the results of government mandated electricity auctions. Argentina, Brazil, Chile, and Mexico awarded more than 4 GW of combined PV project capacity, with bid prices reaching new lows in each country.

Digital screens edge up in 2017 led by China and other high screen growth territories– Charlotte Jones
IHS Markit has added data for digital and 3D screen totals at Q4 2017 for all territories and regions tracked by Cinema Intelligence. The data is also available for equipment manufacturers and as market share comparisons.

Internet of Things and the pump market: How the industry will evolve– Joanne Goh
The global pump market has been extremely volatile during the past two years with the decline of global oil and commodity prices. Pump manufacturers are looking for ways to minimize profit losses amid these trying economic uncertainties.

United States solar import tariff reaches a conclusion, but a number of questions remain– Camron Barati, Sam Wilkinson, Edurne Zoco
A period of huge uncertainty in the United States PV market was ended late on Monday 22nd January 2018, when the Trump administration made a final decision on implementing import tariffs on PV cells and modules.

Xbox Game Pass day and date experiment a precursor to bigger things– Piers Harding-Rolls
Microsoft has announced it will be adding all new Microsoft Studios releases for the Xbox One to its Xbox Game Pass subscription service at the same time as their retail release.

24-hour notebook likely to be released in 2020-2021– Peter Su
PC brands are pushing notebook battery time to 24 hours. Qualcomm claims that its Snapdragon 835 CPU can reduce power consumption by 50% while offering a performance similar to the Intel i3 CPU.

Access management global revenue to reach nearly $10 billion by 2021– Don Tait
Following is information and insight from IHS Markit on the latest trends and outlook for the world access management market.

Declining PPA prices under the shadow of the Section 201 Trade Case in the United States– Maria Chea, Camron Barati
In the second half of 2017, a number of utility-scale PV solar projects were awarded contracts with record low PPA prices for the US market.

Service providers diverge on optical disaggregation– Heidi Adams
Following is information and insight from IHS Markit about our latest Optical Network Strategies Service Provider Survey.

BOE establishes nine business units for special, industrial, and other display applications– David Hsieh
Targeting non-TV and non-IT markets, BOE set up nine business units, including video wall, ESL, IWB, digital signage, wearables, automotive, industrial, medical, and smart home.

Factors influencing TV panel prices in H1 2018– David Hsieh
There are many signs the market is improving and low panel prices will stabilize and increase.

Will clouds of consolidation rain on the semiconductor industry’s parade of innovation?– Brad Shaffer, Wayne Lam
This past November Broadcom Limited submitted an unsolicited bid for rival semiconductor supplier Qualcomm in what would be the largest acquisition in semiconductor industry history.

China sets its sights on the optical components market– Heidi Adams
In January 2018, China’s Ministry of Industry and Information Technology (MIIT) released its Optoelectronic Devices Industry Technology Roadmap, a five-year plan to improve China’s capabilities in the optoelectronics industry.

Digital licensed mobile radio users exceeded the number of analog users for the first time in 2017– Ryan Darrand
Following is information and insight from IHS Markit about our Licensed Mobile Radio Terminals Report.

Led by emerging technology, in-cell touch solutions topped on-cell in mobile phone touch panel market in 2017– Calvin Hsieh
Following is information and insight from IHS Markit about the smartphone touch panel display market.

The lighting up and product delivery ceremony at BOE’s Hefei Gen 10.5 LCD fab– Chase Li
On 20 December 2017, BOE held a grand ceremony at its B9 fab in Hefei, the world’s first Gen 10.5 display fab and announced the start of mass production.

Airtel Africa makes its fifth market consolidation move by acquiring Tigo Rwanda– Julie Ssali
Airtel Africa confirmed that they have entered an agreement with Millicom to acquire Tigo Rwanda, marking their fifth market consolidation move in Africa since 2013.

Analytics and ecosystems inspire smarter homes at CES 2018– Blake Kozak
The smart home is evolving into smart life, with automotive manufacturers making big moves to blend the car and home experience, outdoor lighting for security and entertainment purposes, and community video sharing.

CES 2018 – More than 700 exhibitors focused on digital health, a $21 billion market in 2021– Shane Walker
Digital health was a continuing trend at CES 2018 with 26% of exhibitors having an offering within biometrics, health and biotech, sports and fitness, or wearables.

Smartphone face ID means more than 1 billion fewer fingerprint sensors will be shipped from 2017 to 2021– Jamie Fox
Following is information and insight from IHS Markit about our latest Fingerprint Sensors Overview Report.

2018: DAS and small cells face off for neutral host applications– Stephane Teral, Richard Webb
Adding small cells or low power nodes (e.g., microcells, picocells, and micro/pico RRH/RRU) to beef up the coverage and capacity of existing macrocell networks shows no sign of abating any time soon.

Amazon nipping at Netflix’s heels– Max Signorelli
Following is information and insight from IHS Markit about our new report, Amazon’s Video Ecosystem Extends Worldwide.

Despite uncertainty generated by domestic policy reform, the United States will remain a top 3 global market for PV– Camron Barati
The US solar PV market will experience another year of decline in 2018 before resuming growth in 2019.

CES 2018 - TV Headlines and Insights– Paul Gagnon, Paul Gray, Ken Park, Bing Zhang
Headlines from CES 2018 for TVs.

The 2018 telecom capex forecast is looking up– Stephane Teral
Our model points to 1.2% YoY growth fueled by the United States.

Tele2 and Com Hem to create combined fixed and mobile operator in Sweden– James Joiner, Martyn Hannant
Tele2 and Com Hem are to combine their businesses in Sweden, creating an integrated fixed and mobile operator.

Chinese TV makers try to regain bargaining power to achieve business plans– Nick Jiang
China’s top six TV makers resume panel demand in Q4.

Large-area LCD panel shipment forecast and business target overview– Linda Lin
For Q1 2018, the panel shipment forecast for each application is down 5 9% Q/Q.

2018: Fixed 5G starts, mobile infrastructure market crumbles again– Stephane Teral
We’ll have to wait until late 2019 for “mobile” 5G and 2020 for market growth.

4DX hits new BO record on back of highest rate of new screens– Charlotte Jones
Experiential 4D cinema company CJ 4Dplex has set new records for gross box office and admissions in 2017 driven by a high for new screens amid the strengthening of longer term partnerships with key exhibitors.

Pickle TV, Orange France starting short form video service– Mathieu Yulzari
Orange France has launched a new video offer for its TV and mobile customers (Orange and Sosh).

AWS re:Invent 2017: Amazon’s Alexa becomes business savvy– Devan Adams
Amazon Web Services’ (AWS) re:Invent 2017 conference was held in Las Vegas, NV, from November 27 to December 1.

China's machinery production projected to grow steadily over the next four years– Lisa Wang, Teik Chuan Goh
From a low base in 2016, total revenue from Chinese machinery production is estimated to have increased 4.9% in 2017, and will continue to grow at a CAGR of 6.9% from 2018 to 2021.

Moore’s law still alive in the data center, but is it enough?– Clifford Grossner, Vladimir Galabov
When Gordon Moore made the observation that the number of transistors in an integrated circuit doubles every two years, known as Moore’s law, he also predicted technological limitations would eventually lead to the end of this era, with successive generations either seeing less than 2x growth in transistor count or taking longer than two years.

Global food and beverage processing machinery market to sustain solid growth, rounded $60.9 billion in 2021– Sudhakar Chaudhary
Following is information and insight from IHS Markit about our Food and beverage automation opportunities research.

System-level RF solution at the forefront of Qualcomm’s increased RF front-end traction– Brad Shaffer
System-level RF solution is at the forefront of Qualcomm’s increased RF front-end traction.

A Year of Transformation: What to expect from CES 2018– Dinesh Kithany
As we set into the New Year, and on the onset of CES 2018 where companies showcase their capabilities and plans for coming year, it’s time to set our eyes on the things we might or even want to expect in the year 2018.

Cinema box office in China back to growth in 2017– Xin Jhang
As the second largest cinema market (by box office, and the largest by number of screens) in the world, China had a good year 2017 with box office reaching RMB 55.9 billion ($8.4 billion), a 22.3% year-on-year growth, according to data from the State Administration of Press, Publication, Radio, Film and Television (SAPPRFT).

DisplayPort expected to surpass HDMI in 2019– Norman Akhtar, Dinesh Kithany
The number of devices adopting DisplayPort is expected to surpass devices with high-definition multimedia interface (HDMI) in 2019 by more than 23 million devices.

Global heat meter market will top $700 million in 2020– Claudia Portugal
Heat meter shipments grew by over 150 thousand units in 2017, as the market showed strong growth over 2016.

In 2018, Analytics and AI in Healthcare Look to Take Center Stage– Nile Kazimer, Jason dePreaux
The 103rd Scientific Assembly and Annual Meeting of the Radiological Society of North America (RSNA) brought together over 50,000 attendees at Chicago’s McCormick Place from November 26th to December 1st, 2017.

Laser cutting glass for full screen displays– Kimi Lin
The full screen display trend is coming, and laser cutting is efficient and produces high quality.

Reliance Communications sells mobile assets to Reliance Jio– Przemek Bozak, Seth Wallis-Jones
Reliance Communications (RCOM) has effectively finalised an exit from the mobile communications market with the sale of assets including spectrum, 43,000 towers, 178,000 route kilometres of fibre, and 248 Media Convergence Nodes.

UK children's TV producers get £60 million funding boost
Producers of children's programming in the UK will be able to fund up to half of their production costs from a new pilot fund worth £60 million ($81 million) over three years.


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