Untitled

2011
BUSINESS AND TECHNOLOGY REPORT
Prepared by Ferhat nlkal 2/27/2011

FEBRUARY 2011
Consumer Electronics (CE) Samsung Connected TV Samsung now offers a new app that allows you to use your Samsung Galaxy S smartphone and Galaxy Tab as a TV remote in lieu of the traditional TV remote. The TV app uses Wi-Fi to connect with the TV. Miniweb, the leading cloud-based video distribution platform for connected TVs, announced today that woomi (http://www.woomi.tv, http://twitter.com/woomitv), the new connected TV destination, is now live across the UK on all Samsung smart TVs that feature the Internet@TV portal. The UK launch marks the beginning of woomis European rollout. By mid 2011, Miniweb predicts woomi to be on more than half of the worlds connected TVs. Samsung has announced a deal to make Time Warner Cable content available on its Galaxy Tab tablet device. Available as an app within Samsung's application storefront, the Time Warner Cable service ultimately will give Time Warner Cable's subscribers access to all of their cable channels directly on Samsung smart TVs and Galaxy Tab in the home. AMOS TV delivers the next generation of ambient television content through
Samsung Apps, the worlds first HDTVbased application store. Samsung said last month it aimed to sell 12 million smart TVs. Samsung is working on Google TVbased products that run on its own processors, Bloomberg reported yesterday, citing unnamed sources. The news service's sources said that Google first required Samsung to use Intel chips but later relented after the electronics maker balked at delivering a device running on another company's processor. The fact that Samsung is possibly working on Google TV-based devices that run on its own chips is important. So far, all Google TV products have used Intel processors. However, recent rumblings have suggested that ARM is in talks with Google to allow device makers to use its chips as well. Samsung's processors are ARM-based.
3DTV Samsung Electronics said Thursday it expects to sell up to 10 million 3-D TVs this year and vigorously defended the technology behind its lineup amid intensifying competition with rivals including LG Electronics. Samsung's 3-D sales target, if achieved, would mark a fivefold jump from the 2 million sets sold last year. LG says it expects to sell 5 million 3-D TVs in 2011, though is not releasing its results for last year.
Emerging Market India & B2B marketing The South Korean consumer electronics major Samsung aims to double its market share in India to five per cent over the next five years, and has set a turnover target of $10 billion by 2015. Since then, it has set up production lines for premium products like flat panel televisions, front-loading washing machines, LCD monitors and split ACs, with a total investment in the manufacturing complex totalling over $100 million.
Samsung Electronics targets increasing its revenue from the sale of technology products in business-to-business (B2B) segment in India to $100 million this year with the introduction of new products, senior officials said. Samsung India Electronics (P) Ltd, digital technology leader, today unveiled its 'Smart solutions' for the education segment - latest display solutions and customised applications on the Galaxy tab that make the classroom room experience more interactive and 'smarter'. The new display solutions are an intrinsic part of Samsung's IT B2B business portfolio and the company is seeking to give a strong fillip to this business by integrating its IT and HHP B2B solution marketing this year.
TVs to the mass market, has no current plans to launch a rival device. Mobile PC Samsung Electronics aims to become the worlds sixth-largest player in the mobile PC market by establishing itself as a high-end brand, the companys executive vice president Nam Seongwoo said Thursday. Samsung is rumored to be preparing an 8.9-inch Galaxy Tab for release in the first half of 2011, according to Yonhap News. Samsung Electronics has announced the development of 1Gb mobile DRAM with a wide I/O interface, using 50nmclass process technology. The new wide I/O mobile DRAM will be used in mobile applications, such as smartphones and tablet PCs. Citing iSuppli, Samsung expects mobile DRAM to account for 16.5% of total annual DRAM shipments worldwide in 2014, up from about 11.1% in 2010.
SmartPhones According to new numbers released by IDC, Android has turned out be a market winner for HTC, as well as for Samsung. The two companies account for nearly 15% of the smartphone market share in 2010 as a whole, for the most part thanks to their respective Android smartphones. Soon, the two companies may hold 20% of the market share, as Q4 2010 shipping numbers reveals a very positive trend for both. Samsung said the company aimed to sell more than 300 million cellphones this year, while sales of its smartphones are expected to rise to 60 million from 25 million last year. Samsung will not be following LG to market with a 3D capable smartphone any time soon. LG unveiled the firstever 3D smartphone, the Optimus 3D, at the Mobile World Congress (MWC) this week. The Android powered phone offers glasses-free. 3D video recording and playback, plus the option to stream content to other W-Fi, 3D-enabled devices. However, despite the splash the phone has made in the tech press and mainstream media, Samsung, which has been done much to bring 3D
Mobile Payment Google is releasing an Android OS 2.3.3 update to the Samsung Nexus S, and with it comes a special new feature: near field communications. A stillemerging technology, NFC is expected to make it easier for phones to send and receive short-range transmissions.
OLED Samsung Electronics Co. said Wednesday that it has succeeded in developing the world's first full-colour display using quantum dots, paving the way for producing large displays that are brighter, cheaper and more advanced, Yonhap news agency reported. The South Korean tech giant said that its researchers made a prototype of a four-inch, full-colour display through a new way of display patterning, which will enable producing a large scale display using quantum dots. The result was published in science journal Nature Photonics this 3
week. Displays using quantum dots, a form of semiconductor, are seen as the next generation of display technology that will improve brightness, visibility and power efficiency of organic lightemitting display (OLED) materials found in electronic gadgets. New Business Areas Biopharmaceuticals Samsung said it will form a joint venture with a U.S. drug testing company in its first significant project in biopharmaceuticals -- a sector the South Korean conglomerate is targeting for growth. Samsung said in a release Friday that three of its group companies are partnering with clinical research company Quintiles Transnational Corp. in a venture with capital of 300 billion won ($266 million). The Samsung companies, which include conglomerate flagship Samsung Electronics Co., will own 90 percent of the venture. Durham, North Carolina-based Quintiles, a contract research organization that tests drugs for pharmaceutical companies, will take 10 percent. Samsung said initial plans are for a factory to be constructed in Incheon, a major port city west of Seoul, to produce biopharmaceutical drugs to treat cancer and arthritis. Biopharmaceuticals are made by using living organisms such as cells and bacteria. Traditional drugs are typically produced from inert chemicals. Construction of the factory will begin during the first half of this year, Samsung said. Production is expected to commence in the first half of 2013. The drugs will be produced on a contract manufacturing basis for other pharmaceutical companies, though Samsung said that it plans to eventually develop new biopharmaceuticals. Samsung, a diverse conglomerate consisting of dozens of businesses with interests in electronics, shipbuilding, finance, leisure and other areas, announced an aggressive plan in May of last year to invest 23.3 trillion won in new
businesses over 10 years, targeting solar cells, rechargeable cells for hybrid electric vehicles, LED technologies, biopharmaceuticals and medical devices. The conglomerate said at the time that it would invest 2.1 trillion won in biopharmaceuticals. "Today's announcement signals the first major step of these plans," Samsung said Friday. Cross Patent Agreement IBM and Samsung have decided to embrace each other, even more, in their respective bosoms, putting an end to patent disputes at least between the two, by licensing their portfolios crosscompany.
LG 3DTV & Connected TV South Korea's LG Electronics Inc , the world's No.2 TV manufacturer, said on Wednesday that it aims to sell 5 million 3D televisions in 2011, as it seeks to return to profit with fatter-margin products. LG aims to sell 5 million 3D sets this year in a market estimated at around 14 million sets, and control 20 percent of the global market for smart TVs. LG aims to sell 40 million units of flatscreen TVs in 2011, the electronics makers parent company said Dec. 28, without providing a figure for last year. Samsung, the worlds top TV maker, previously said its targeting sales of 45 million flat-panel TVs this year. LG's Internet-connected TVs will soon be displaying content from Brightcove, a popular online video platform for businesses and news agencies. Brightcove Inc., which has more than 2,700 customers in 50 countries, will roll out a software development kit later this year that will enable it users to build video-playing apps for LG's NetCast software. Brightcove has forecasted that 106 million Internetready TVs will be sold in 2012 -- each
being an outlet for online video distribution. SmartPhone LG Electronics plans to unveil the Optimus 3D, a smartphone that will allow consumers to record and view 3D images and videos without glasses, at Mobile World Congress (MWC), the company said on Tuesday. The phone, which LG calls its most advanced to date, will come with a dual-lens camera for 3D recording and an LCD panel for glasses-free 3D viewing. Phone owners will be able to let others view the content using HDMI or DLNA to connect to an external screen or other device, LG said in a brief statement. LG aims to sell 150 million phones, including 30 million smartphones this year, said Dr. Jong-Seok Park, the president and chief executive of LG Mobile Communications, in an interview. LGs 30 million smartphones target represents more than four times the number of smartphones the company shipped in 2010. LG would launch 20 smartphone models, as it seeks to turn its loss-making mobile division profitable.LG also wants to sell one million units of its new tablet, the Optimus Pad, though Park declined to specify a timeframe for that sales goal. LG announced that it is demonstrating the world's first voice over LTE (VoLTE) and video over LTE calls at the Mobile World Congress event on its LG Revolution Android powered smartphone. LG will be demonstrating support for the GSMA's "One Voice" protocol, which LG expects to be widely adopted.
designed for mobile devices with large screens. Mobile Payment European consumers may finally be able to pay for items via their smartphones next year, through a system under development by LG Electronics. LG's system would use a combination of near-field communication (NFC) and cloud computing to allow certain retailers in Europe to accept payments from customers using NFC-equipped smartphones. Scheduled to launch sometime in 2012, the system would also find its way into interactive TVs and security products sold by LG, Reuters reported this week. The move by LG follows a plan just announced by T-Mobile to launch an NFC-based payment system in the U.K. Working with telecom provider Orange and financial firm Barclaycard, T-Mobile plans to debut its system in early summer.
Electric Car General Motors said Thursday that it has licensed technology from a government laboratory that promises to improve battery performance in its Volt electric car by 50 percent to 100 percent. GM and LG Chem have agreed to license the technology, which consists of a mix of materials, from the Argonne National Laboratory. LG Chem, based in Seoul, South Korea, makes the Volt battery.
Solar Cell When LG Innotek (LGIT), a major electronics manufacturer in South Korea, was seeking a cutting-edge collaborator to explore development of a high-voltage solar cell, they traveled nearly 7,000 miles east of Seoul, to the University of Delaware's Institute of Energy Conversion (IEC). The UD solar institute -- a U.S. Department of Energy University Center of Excellence 5
Tablet PC LG Electronics said it would release its first tablet computer in the United States in March as it prepares to go head to head with Apple's iPad. LG said the G-slate was among the first tablet models to run on the "Honeycomb" operating system, which is Google's latest generation of Android platforms
for Photovoltaic Research and Education -- recently won a three-year, $780,000 contract from LG Innotek to pursue pioneering research on wide band-gap solar cells, which absorb less sunlight, but produce a higher voltage than solar cells currently on the market. Patent issues LG Electronics is seeking to block imports of the Sony PlayStation 3, according to a report. Bloomberg reported Tuesday that LG has filed a complaint with the U.S. International Trade Commission to block imports of the PlayStation 3 as well as certain Sony Bravia televisions.
Sony LCD TV Business Japan's Sony Corp posted a 5.9 percent fall in third-quarter profit on Thursday as a price war hit its TV unit and a stronger yen weighed, and lowered its revenue forecast on slower-thanexpected TV sales. Sony reported an operating profit of 137.52 billion yen ($1.68 billion) versus 146.1 billion yen in the same period a year earlier, beating an average quarterly estimate of 127 billion yen in a poll of eight analysts by Thomson Reuters I/B/E/S. Sony, which makes Bravia TVs, cut its forecast for TV sales in the full year to March 31 to 23 million units, down from its previous forecast of 25 million. Sony said sales for the quarter fell 1.4 percent, to 2.21 trillion yen, primarily because of a strong yen, which erodes the value of overseas earnings in the home currency. The company lowered its full-year revenue forecast to 7.2 trillion yen, from 7.4 trillion yen. Sony Corp aims to boost flat TV sales in the next business year from April and will vary its procurement of LCD panels to help lower costs and turn its struggling TV operations profitable, a top executive said. Last week Sony cut its flat TV sales forecast for the year to
March by 2 million sets to 23 million, hit by weaker-than-expected demand during the holiday shopping season and a delay in the launch of new models. Samsung aims to sell 45 million units and LG 41 million in 2011. The global LCD TV market is set to grow slightly more than 10 percent by units in 2011, a much slower pace than in recent years, according to research firm DisplaySearch. Developing markets are expected to grow by 28 percent, while unit sales are expected to fall slightly in developed markets. The maker of Bravia TVs and PlayStation game consoles has been bleeding red ink from its TV division for six years and says it will make a loss again in the year to March, hit by the strong yen, higher than expected panel costs and price competition. Falls in TV prices also affected profits at rivals Panasonic and LG announced in recent weeks. Sony will vary the proportion of liquidcrystal display panels it buys from its three existing sources: its joint venture with Sharp, its venture with Samsung and from the open market, as a way to meet market needs and cut costs, Kato said. "We are not going to change this structure, but what we will change is the proportion from each," Kato said. "We have to adjust to market needs." A greater focus on emerging markets could mean increased sales of smaller TVs. That could cut into procurement from Sharp, which is strong in large panels popular in the developed countries where unit growth is not expected this year. Sony last week announced a 6 percent drop in operating profit for the October-December period compared with the previous year, but beat market expectations and kept its full-year profit outlook unchanged at 200 billion yen ($2.43 billion). According to U.S. research institute DisplaySearch, Sony's share of the flatscreen TV market went up 2.4 points in the October-December period from the previous quarter to 14.2 per cent. The
firm reported brisk sales in India and other emerging economies, and was behind industry leader Samsung Electronics Co. of South Korea, which held a 21.4 per cent share. However, Japanese makers have suffered recently from slow growth in China, which became the largest flat-screen market in 2010, with 39 million units shipped compared to North America's 37.4 million. Chinese makers have proved highly competitive on their home turf, with extensive sales networks that reach far into the inland regions and significantly improved technology. In the October-December quarter of 2010, Chinese manufacturers gobbled up 78 per cent of total flatpanel TV sales in the country, whereas Sharp Corp.--top among Japanese makers--only managed to secure 5.1 per cent. Foxconn & Sony TV Investment Taiwan's Foxconn Group, manufacturer of the Apple iPhone and iPad, and Sony will establish a joint-venture liquidcrystal-display (LCD) TV plant with an annual production capacity of 30 million units and workforce of 50,000 staff initially, making it the largest such facility around the world, in Yantai City, Shandong Province in northern China, according to a report by the Chinabased National Business Daily. The city government has confirmed the news that Foxconn is proposing an expansion of its LCD television production site, but it still needs the approval of top client Sony Corp.
10,000 individual tracks and 1000 hours of content from all music genres. 3DTV A new 3-D television network from Discovery Communications <DISCA.O>, Sony Corp <6758.T> and Imax Corp <IMX.TO> will launch Sunday on satellite TV provider DirecTV <DTV.O>. The network, called 3net, will go live at 8:00 pm Eastern time to more than 18 million homes in the United States. It is the network's first distribution deal.
Smartphones LCD Japanese electronics giant Sony said Wednesday it will buy a Chinese subsidiary of Seiko Epson that makes liquid crystal displays as it looks to meet demand for devices such as smartphones. Sony said it will buy the firm for 775 million yuan ($118 million), as it looks to produce displays without having to outsource the process so it retains control over the production chain. Seiko Epson, a printer and components maker based in Nagano Prefecture, central Japan, plans to sell its Chinese unit, Suzhou Epson, to Sony by the end of this September, the two firms said in a statement.
Emerging Market India Sony India on Tuesday said it wants to beef up its share in the flat panel TV market to 40 percent within January March by cashing in on the upcoming cricket World Cup season. Sony is doing booming business in India, dominating in flat-panel TVs and digital cameras, and is in good shape to keep growing in coming years, a top executive said Friday. Sony's success in India where a new middle class is snatching up gadgets is a bright spot for the Japanese electronics maker that's getting beaten in North America by U.S. rival Apple Inc. and Samsung Electronics Co. of South Korea. Sony 7
Connected TV Sony UK is to bring live video music channel Moshcam to its BRAVIA Internet Video service. The partnership will enable viewers to watch full length music concert videos for free and on demand via BRAVIA TVs, Sony Blu-ray players and Sony Blu-ray Home Theatre Systems. Moshcam's music library includes over 800 full length gigs,
Corp. has No. 1 market share in flatpanel TVs in India at 34 percent and digital cameras at 40 percent, according to the maker of Bravia TVs and Cybershot cameras. Sony is also No. 1 in India in home theaters and camcorders. India's TV market is expected to grow to 4.5 million or 5 million units during the fiscal year through March 2012, up from nearly 3 million now. Sony is hoping to get about 35 percent of those sales, which would total 1.7 million TVs. AMOLED Sony will soon begin selling a professional monitor that contains the largest commercial organic lightemitting diode (OLED) screen yet produced.
base in Shanghai, this spring to expand sales by developing cutting-edge technologies for products geared to local market needs. The establishment of the new company is also aimed at conducting R&D in areas central to Sharps global business, as well as training of employees capable of helping Sharp meet its goals, according to the electric appliances production company. Energy Efficiency Eco-House Sharp Corp has developed an intelligent power conditioner that enables batteries in electric vehicles to be used as storage batteries for the home. Sharp will be conducting exhaustive tests to confirm the safety and reliability of this system, with the aim of making this device commercially available in the near future. Sharp has a goal to make its eco-house concept a reality. This next-generation house will contribute to reducing CO2 emissions by conserving energy and reducing the amount of electrical power consumed in the home. Under this concept, Sharp is focusing on three themes: solar cells, storage batteries, and DC (directcurrent) appliances.With electric vehicles (EVs) expected to see widespread use in the coming years, this technology can make use of EV traction batteries as part of a residential power storage system. In proof-of-concept trials, Sharp succeeded in using a battery pack in a commercially available EV to supply 8 kW of power, which is enough to power electrical appliances in an average household. In addition, the charge controller in the conditioner was able to deliver 4 kWh of energy to recharge the electric vehicle battery pack in approximately 30 minutes. Sharp Corp has developed high-output, high-color-rendering 25W-class LED lighting devices that boast an industrys highest luminous efficacy of 91 lm/W for light sources such as store spotlights. As long-lasting, energy-
Sharp LCD TV Business Sharp Corp. (6753.TO) said Thursday its net profit for the three months through December fell by 19% from a year earlier due mainly to a special loss related to restructuring, despite a boost in television sales in Japan. Sharp, which makes liquid crystal display panels as well as TVs and other consumer electronics, said its group net profit for the fiscal third quarter fell to Y7.4 billion from Y9.1 billion a year earlier. Operating profit rose 10% to Y23.0 billion from Y21.0 billion, while revenue rose 12% to Y824.5 billion from Y735.3 billion as TV sales in Japan surged due to a government subsidy program. For the full fiscal year through March, Sharp continues to forecast a net profit of Y30 billion, an operating profit of Y90 billion and revenue of Y3.1 trillion.
R&D Investment in China Sharp Corp will begin operating Sharp Laboratories of China Co, a newly established research and development
efficient LED lighting rapidly becomes mainstream, the expectation toward light sources such as product-display spotlights in stores to be using highoutput, high-color-rendering LED lighting devices is increasing. Toshiba LCD TV Business Toshiba aims to double the companys TV sales to 30 million units in the next three years, he said. Toshibas TV business will account for about 11 percent of the overall 6.6 trillion yen in sales this year, according to David Rubenstein, a Tokyo- based analyst at MF Global FXA Securities Ltd. Toshiba isnt betting its TV business entirely on the success of 3-D. The maker of Regza-brand sets is also launching cheaper, flat-screen models aimed at consumers in developing countries including China, India, and Russia. Toshiba plans to start production of TVs in India with a local partner this summer, Osumi said. Lower-end sets sold to customers in emerging markets will probably account for half of the TVs Toshiba sells by the year ending March 2014, up from about 15 percent now, he said. Japan's Toshiba Corp's quarterly profit more than doubled, driven by a boom in sales of NAND flash memory chips and liquid-crystal displays used in tablets and smartphones but it stuck with its full-year outlook. For the three months ending December 31, Toshiba posted operating profit of 37.5 billion yen profit, compared with 14.5 billion yen a year ago. In the quarter, electro nic devices, including LCDs and flash memory, generated 17.2 billion yen in operating income after a loss 6.6 billion yen a year earlier. Toshiba also benefited from better-than-expected sales of televisions, after the Japanese government offered consumers incentives to buy sets that consume less power, the head of Toshiba's TV unit said earlier this month.
Management Japanese corporation Toshiba will open a regional representation in Bulgaria that will handle its operations in Central and Eastern Europe, the Middle East, and North Africa.
3DTV RealD Inc. (NYSE:RLD) and Toshiba Corporation (TOKYO:6502) announced today that the companies have entered into a marketing and promotions alliance for the upcoming feature film event Carmen in 3D, filmed at the Royal Opera House, Covent Garden. As part of the agreement, Toshiba will receive presentation rights for the film's worldwide theatrical release and secures exclusive rights during a promotional period to package 3D Bluray Discs of Carmen in 3D with select 3D-enabled Toshiba brand consumer electronics, including TV, PC and Bluray devices. Additional marketing, promotions and public relations activities are planned in support of the alliance.
SmartPhone Japanese electronic groups Toshiba and Fujitsu have announced their intention to merge their mobile phone businesses in October this year. The move would create Japan's secondlargest mobile phone provider.
Tablet PC Toshiba will launch its upcoming tablet computer in Europe and the Middle East in addition to North America, it said Tuesday.
Notebook & Netbook Toshiba will also continue to push smartbooks in the future with plans to launch a Google Chrome-based model by the end of the second quarter in the telecom channels of Europe, the US, and Japan. Toshiba shipped 5.3 million notebooks in the fourth quarter of 9
2010, the highest level in history with an on-year growth of 11.3%, while the company's annual notebook shipments in 2010 also reached 19.01 million units and ranked fifth largest worldwide. Toshiba's 1.35 million netbook shipments in 2010 also helped the company to achieve the performance, the sources noted citing IDC's figures. In 2011, Toshiba is mainly outsourcing its 13- to 14-inch notebooks to Quanta Computer with Compal Electronics in charge of 15- to 16-inch models. Inventec and Pegatron Technology also have some orders from the company in 2011. Mobile Payment Toshiba Corp. will start delivery of commercial User Identity Module (UIM) cards to Japanese mobile network operator (MNO), KDDI Corp., this February. Toshiba's UIM card, equipped with CDMA2000 and GSM, supports NFC, which is projected to go into commercial service in the near future. The card was developed based on the specifications of the European Telecommunications Standards Institute-Smart Card Platform (ETSI SCP), GSMA and GlobalPlatform (GP). It is likewise compatible with GSMA's PayBuy-Mobile programme and meets the security level required for international payment applications. Mobile handsets supporting UIM and NFC shall enable users to access services in such areas as electronic payment, transportation, personal identification, coupon redemption and more.
communication systems. The new IP 5000-series telephone models are now available nationwide from Authorized Toshiba Dealers. Energy NTPC Ltd is in talks with Toshiba Corp to build a pilot project in India to capture and store carbon emissions, a Toshiba official said. The Japanese power-equipment maker aims to develop its first 5-Mw carbon capture plant in India by 2016, Toshiba India Private Ltd Managing Director, Kenji Urai, said.
Renewable Energy & Electric vechicles The Toshiba managers presented a new type of highly-sustainable batteries for various electric vehicles as well as Toshiba's latest products for solar energy and "smart electric grids." The Toshiba management has confirmed that the company will construct a 10 MW photovoltaic park near Bulgaria's Yambol, an investment worth EUR 37.6 M that will provide electricity to 2000 households. Another project of the Japanese corporation in Bulgaria will be a joint venture with still unspecified Bulgarian partner for the production and assembly of energy system inverters to be exported to the EU. During Bulgarian Economy Minister Traikovs visit to Japan in January 2011 Japan's Toshiba Corporation offered Bulgaria a large-scale project in the field of renewable energy, "smart electricity grids" and electric cars.
IP Phone Toshiba America Information Systems Inc., Telecommunication Systems Division (Toshiba -www.telecom.toshiba.com), today announced the addition of three new models to its popular line of Toshiba IP 5000-series business telephones, bringing more choices to users of Toshiba Strata CIX IP business
Panasonic LCD TV Business Panasonic's quarterly profit jumped 24 percent, driven by strong sales of flatpanel TVs, auto components and solar panels that offset damage from a strong yen. The Osaka-based maker of Viera plasma TVs and Lumix digital cameras on Wednesday reported 39.98
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billion yen ($490 million) in profit for the October-December quarter, up from 32.26 billion yen the year before. The solid results came despite the damage from a strong yen, severe price drops in gadgets and soaring material costs. Quarterly sales for the Japanese electronics maker climbed 21 percent to 2.285 trillion yen ($28 billion). Panasonic stuck to its forecast for net profit of 85 billion yen ($1 billion) for the year through March 2011 a reversal from red ink the previous year. It forecast sales of 8.9 trillion yen ($109 billion), up 20 percent. Emerging Market India Japans electronic major Panasonic plans to kickstart production from its newly established manufacturing facility at Jhajjar in Haryana by May this year. The company had originally set a target of rolling out production from this facility by 2012 but it seems that the facility will be launched by April-May this year only. The new plant, to come up over 70 acres, will be mainly for manufacturing home appliances (refrigerator, AC, welding machines, washing machine etc) and with its commissioning Panasonic India will also nearly double its workforce to 20,000 by 2012. Panasonic is investing US $ 300 million (around Rs 1,000 crore) in India to set up an R&D and manufacturing facility (as Panasonic Technopark) and on marketing initiatives. Japanese consumer durables firm Panasonic today said it will reach out to its customers in India for recycling of electronic items as part of a global campaign to become the No. 1 ''Green Innovation Electronics Company'' by 2018.
Hitachi Business Hitachi -- maker of a huge array of products from nuclear power plants to rice cookers -- reported Thursday a net profit of 62.09 billion yen ($761 million) for October-December, up from 21.88 billion yen the previous year. Quarterly sales edged up 5 percent to 2.26 trillion yen ($27.7 billion). Hitachi raised its profit forecast to 230 billion ($2.8 billion) from 200 billion yen ($2.5 billion) for the year ending March, a reversal from red ink in the previous fiscal year and its first annual profit in five years.
Emerging Market India Japanese consumer durables firm Hitachi has said that it plans to double its turnover to $2 billion in India by 2013 and it will set up a new research and development centre in the country by next fiscal. Besides, the company is also looking to set up a new production facility dedicated to manufacture products, mainly more energy efficient ones, for the local as well as the overseas markets.
Amtran & Vizio LCD TV Business Taiwan-based Amtran Technology, a major maker of LCD TVs for Vizio, aims to ship seven million LCD TVs and five million LCD monitors in 2011, respectively growing by 22.8% and 11.5 times from 2010, according to the company. About 70-80% of the LCD TVs will be shipped to Vizio and other US-based vendors and 20-30% of the TVs will be made by Suzhou Raken Technology, its China-based joint venture with LG Display, Amtran indicated. LED-backlit models and 3D models will account for over 30% and 10% respectively of the LCD TVs to be ship in 2011, while 90% of the LCD
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monitors will be LED-backlit, Amtran said. In addition, Amtran has been developing smart TVs through cooperation with Vizio and LG Display. Suzhou Raken is expanding its monthly capacity to one million LCD TVs and 800,000 LCD monitors, with the expansion project to be completion in March 2011, Amtran noted. VIZIO #1 in US LCD HDTV for the full 2010 year with over 21% market share. VIZIO's share for Q4 US LCD HDTVs was 28% - the highest share any brand in the industry has achieved since 2004. VIZIO led the top brands in the industry with 55% Y/Y LCD HDTV sales growth, continuing to increase their leadership role over the competition based upon consumer preference and choice.
Foxconn OEM/ODM Busines Foxconn Electronics (Hon Hai Precision Industry) has announced revenues of NT$186.23 billion for January 2011, down 23.88% sequentially but up 36.6% from a year earlier. Shipments of consumer electronics products remained the largest revenue earner followed by PC and telecom devices, the company said. While most ODM/OEM companies were suffered an on-year decline in revenues in January, Foxconn's strong on-year gains indicate that the company has returned to a growth track, according to industry sources.
Wistron's recycling business will achieve some results within a year or two and after its plants in Kunshan are completed, the company will start negotiating with notebook brand vendors for cooperation. Wistron also announced it will invest US$20 million to establish the plants which are set to complete by the end of 2011. Lin also pointed out that the company will set up an education center at the plants and will cooperate with local schools to help students learn about the company's recycling procedure as well as protection of the environment. In the future, Wistron's plants in China are also expected to be able to recycle products such as batteries and glass and the company is set to establish similar plants in countries such as Mexico and the Czech Republic, according to market watchers. Labor Shortage Taiwan-based notebook maker Wistron has appropriated about 3,000 employees from its plant in Chengdu City, western China, through the city government's assistance, to support its plants in coastal areas of eastern China to solve the problem of short labor supply. With assistance from the Chengdu government, Wistron was able to send its newly recruited employees to its plants in coastal areas of China for training and directly reduced the company's labor shortage problem during the Lunar New Year holidays. After the training, a portion of the manpower will return to Chengdu, according to company chairman and CEO Simon Lin. Wistron's January shipments also included 350,000 LCD TVs, 800,000 desktops, 750,000 handheld devices, 800,000 monitors and 100,000 servers.
Wistron Recycling Electronics Wistron plans to establish plants in Kunshan, China for recycling electronics waste such as plastic materials from PCs and PCBs with cooperation from Taiwan-based Super Dragon Technology, according to company chairman Simon Lin. Lin expects
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Compal Labor Shortage ODM notebook makers Compal Electronics and Wistron both saw their January 2011 notebook shipments decline as compared to the previous month. In January, Compal shipped 3.3-3.4 million notebooks compared to 3.5 million units shipped in December, while Wistron shipped 2.25 million units, down from 2.6 million units shipped a month earlier. The two companies both projected earlier that their notebook shipments are likely to drop in a range from 0% to 5% sequentially in the first quarter of 2011. But industry sources now predict the decline may widen to 5-10% due to weaker-than-expected January performance. Compal also shipped 500,000 LCD TVs in January, down from 550,000 units shipped in December. The company aims to ship 1.8 million LCD TVs in the first quarter.
about 9 percent of industry revenue. For all of 2010, Samsung captured 22 percent of TV sales, followed by LG with 14 percent, Sony with 12 percent, Panasonic with 8.2 percent and Sharp with 7.1 percent. Taiwanese TV Manufacturers The contract manufacturing volume from Taiwan's TV SIs reached 10.84 million units in the fourth quarter of 2010, up by 19.6% sequentially, a record high quarterly growth in 2010, according to WitsView. As brand vendors continue to strategically release more orders, Taiwan's TV SIs are also trying to further enhance their R&D and manufacturing capabilities to take full advantage of this trend. Linda Lin, research manager of WitsView indicated that the total shipments from Taiwan's TV SIs reached 35.12 million units in 2010, up by 47% on year. Looking into 2011, aside from securing the low to medium end LCD TV orders, she advises that Taiwan's TV SIs further enhance their system development and assembly capacity to take in more medium to high-end TV orders in order to drive their shipment growth to a new high. In addition, they should also aggressively tap the new emerging market segment to offset the expected forthcoming market slowdown in Japan, as the Eco-point subsidy program comes to a close.
CE Market LCD TV Market LCD TV Sales Television sales increased by 15 percent worldwide in the fourth quarter as manufacturers led by Samsung Electronics Co. slashed prices on new technologies to draw holiday shoppers. Samsung, based in Suwon, South Korea, led with 21 percent of the market, researcher DisplaySearch said today in a statement. Tokyo-based Sony Corp. was second and LG Electronics Inc., based in Seoul, was third. Brands and retailers did a better job of anticipating demand, DisplaySearch said. Energy-efficient light-emitting diode sets accounted for 30 percent of shipments after prices fell. 3-D capable sets, which have struggled to attract buyers, made up
Emerging Markets Market sources estimated that LCD TV shipments from emerging markets including China, Latin America and Africa will increase by 29% on year to 118 million units, significantly higher than the shipments of 94.2 million units, a 3% on-year decrease, from developed countries, which indicates the importance of emerging markets. Furthermore, 2011 is expected to be the first year of the replacement cycle for LCD TVs, which will also help to boost shipment growth for the year. 13
China Market More price-cut promotions are expected in China's TV market for new models scheduled to hit the market in March, as sales during the Lunar New Year holidays were lower-than-expected causing inventory pressure for vendors. LCD TV retail sales during the Lunar New Year holidays were about 3.3 million, while overall shipments from vendors were about 4.5-4.6 million units. Based on latest data, LCD TV sales during the Lunar New Year holiday reached 3.3 million. The sales reached the expected performance but were mainly driven by strong price-cut promotions by retailers, especially for LED-backlit models, which further helped to increase the share of LEDbacklit models to 30-40% of the total sales in the first-tier cities. According to forecasts by China-based All View Consulting (AVC), there will be 43.7 million color TVs sold in the China market in 2011, consisting of 38.2 million LCD TVs, 2.9 million PDP TVs and 2.6 million CRT TVs. Of the LCD TV sales, 40% will be of LED-backlit models, AVC noted. According to the regulations of China's State Administration of Radio Film and Television, analog television broadcast will be ceased in 2015. With the approach of schedule time, China's digital television transformation accelerates. And the number of China's cable DTV subscribers developed from 190,000 in 2003 to 61.99 million in 2009.
shift to digital addressability by March 31, 2012. Phase II will include 35 cities with population of more than one million, such as Patna, Chandigarh, Pune and Bangalore by March 31, 2013. All urban areas are expected to digitize by November 30, 2014 and the remaining areas by March 31, 2015. Turkish Market Turkeys domestic consumer electronics devices market, defined as the addressable market for computing devices, mobile handsets and video, audio and gaming products, is projected to be worth around US$8.0bn in 2011. Despite a relatively weak recovery forecast for consumer spending in 2010, demand is expected to increase at a CAGR of 9.4% to US$12.6bn by 2015, driven by growing popularity of digital lifestyle devices such as LCD TV sets, notebook computers and digital cameras, as well as rising incomes and lower prices. Turkish consumer demand pushed significantly higher in 2010, after negative growth in some consumer electronics market segments in 2009. The Turkish banking sector is well positioned to expand consumer credit, which will help counter the threat from looming interest rate hikes and fiscal austerity measures. Meanwhile, camera penetration is expected to pass 80% by 2012 and PC penetration is projected to reach 30% by 2014, while mobile subscriber penetration has passed 80%.
India TV Market The days of wiring your television set for a cable connection could soon be over. The information and broadcasting ministry on Thursday set a March 31, 2015 deadline for shift from analog to digital systems. Digitization, where the feed will be received through set-top boxes, is expected to be executed in phases and the four metros of Delhi, Mumbai, Kolkata and Chennai have to
Connected Device - Application Stores With more than 25 billion mobile apps estimated to be sold in 2011, up from 10 billion in 2010, the coming year looks set to be the year of the app.
Declining Price 2012 Observers believe a drastic expansion in the production capacity of flat panels will accelerate the decline in their
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prices, which could eventually lead to an industry realignment. Some analysts have predicted the price of a 32-inch LCD panel will fall about 40 per cent from the 200 dollars range in the first half of 2010 to about 120 dollars in the first half of 2012. "All the LCD manufacturers will be in the red," said Yoshio Tamura, a senior analyst at DisplaySearch. While strong economic growth in emerging countries will continue to boost global TV sales, the value of these sales is expected to decline after peaking in 2010 at about 112.6 billion dollars, to hit about 103 billion dollars in 2014. Because TV sales is a core business for most Japanese electronics manufacturers, "No one is considering scrapping or downsizing their business" at this stage, said Sony's Kato. In November, Nikko Cordial Securities Inc. urged electronics manufacturers in a report to reorganize and even consider withdrawing from the TV business. It is widely believed in the electronics industry that yet another realignment will be needed for companies to survive, an industry insider said, and that the 2012 problem will possibly serve as a catalyst for this reorganization Plasma TV Shipments of plasma sets jumped nearly 30% worldwide last year, to 19.1 million from 14.8 million the year before, according to research firm DisplaySearch. Most TV manufacturers may have given up on plasma technology, but the public has not. Panasonic made about 41% of the plasma sets shipped in 2010, DisplaySearch said. Samsung was next with 34%, and LG had 23%. The share of plasma-TV shipments at 50 inches or larger hit 40.8% in 2010, up from 38% in 2009. Most plasma-TV makers have abandoned the 32-inch market because of low LCD prices at that size, DisplaySearch said.
Tablet PC The shipment of iPad approximated 14.79 million in 2010, and it is estimated to reach 37.60 million in 2011, a substantial growth of 1.54 folds from the previous year.So, over 80% tablet computer market this year will still be dominated by Apple iPad. Promisingly, the shipment of non-iPad tablet computers in 2011 will reach around 7 million, accounting for roughly 16% of the total tablet PC shipment. The rise of tablet computers has significantly seized the market shares from netbook whose sales dramatically shrank from 32.80 million in 2009 to 26.20 million in 2010 and will fall further in the future. Tablet PC shipments are going from strength to strength with a predicted year-on-year increase of nearly 200 percent to 55.7 million units expected in 2011. According to the DisplaySearch Quarterly Mobile PC Shipment and Forecast Report although growth rates will slow over the forecast period, the slate PC share of the overall mobile PC market will rise to nearly 35 percent or 172.4 million units, by 2014. Tablet shipments will increase by a factor of 12 by 2015, iSuppli said, and total shipments of tablets will amount to 242.3 million units in 2015. In 2010, a total of 19.7 million tablet devices shipped, the vast majority of them 17.4 million - 'media tablets', running lite operating systems such as iOS and Android. The PC opportunity cannot been downplayed, despite the recent tablet craze. In volume terms, mobile computers represented around 350 million units in 2010. Research firm Gartner forecasts that number will rise to 750 million units by 2015.
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Notebook & PC Notebook & PC Production Center China The government of Chengdu City, western China, has been developing the city as a large PC production park, with a goal of attaining an aggregate capacity of 100 million PCs a year, consisting of 72 million tablet ones and 28 million notebook and desktop ones, in October 2011, China-based CBN Daily website cited mayor Ge Hong-lin as saying. Dell, China-based vendor Lenovo and Taiwan-based ODM makers Foxconn, Compal Electronics have established operational or production bases in Chengdu, the source noted. Foxconn expects to turn out 20 million tablet PCs in 2011 and 100 million ones in 2013, while Compal will increase annual production capacity to 55 million notebook PCs eventually. Wistron, another Taiwan-based ODM maker, started development of its production base at planned total investment of over US$500 million in Chengdu on February 11. The base will produce notebook PCs, smartphones and other types of terminal devices, with factory buildings to be completed in the third quarter of 2011 and annual capacity to reach 10 million units by the end of 2012 and 40 million in 2016.
place with 21% market share. The global smartphone market is expected to register higher CAGR (24.9%) as compared to overall mobile handset market (14.7%) during 2010 and 2015. After facing a dip of 6.1% revenue-wise and 2.8% shipment-wise in 2009, the global mobile handset market has come back strongly to register 12.2% growth in terms of revenue and 11.8% shipment growth in 2010. There were 1,278 million mobile handsets shipped which worth US$172.2 billion in 2010. The growth in mobile handset market was enabled by increased consumer interest in high end smartphones, reduction of smartphone prices, improved network coverage along with introduction of key technologies including 3G and expected 4G roll outs in emerging markets and aggressive expansion plans on the part of key suppliers. The global smartphones market is estimated to reach $258.9 billion in 2015 from about $85.1 billion in 2010. Global Smartphones market was one of the very few markets which remained insulated during the economic recession. The smartphones market cornered annual growth rate of 29.5% in 2009 over 2008 which further increased to 59.3% in 2010 over 2009 to reach $85.1 billion.
SmartPhones According to a new market research report, World Mobile phone & Smartphone Market (2010 - 2015), published by MarketsandMarkets (http://www.marketsandmarkets.com), the total global mobile handset market is expected to reach US$341.4 billion by 2015 while smartphone sales will account for 75.8% of the overall mobile handset revenue at US$258.9 billion in the same year. Apple is expected to lead the growth till 2015 commanding largest share of the overall mobile handset revenue with 25.8% market share while Nokia will be at the second
IPTV Market Based on information from 875 IPTV Operators, where the total number of IPTV Operators have increased by 22 since Q2/2010, the rate of growth of global IPTV Operators continues at a rate of over 10 new Operators per quarter, with about 50% of those in North America. The new IPTV Global Forecast (December 2010) reveals that the number of global IPTV subscribers will grow from 44 million at the end of 2010 to 111.5 million in 2014, a compound annual growth rate of 26%. The forecast shows that Europe will be the regional leader, with 42% of the worldwide IPTV subscribers total in
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2014, maintaining its lead mostly because of the sheer number of large Tier-1 Service Providers, and because of continued strong IPTV growth in some countries. According to our report, Global IPTV Market Forecast to 2014, Europe is the largest and most active IPTV market, however, in future, the Asia-Pacific region is expected to dominate the market as it will grow in terms of subscribers, service revenue, infrastructure etc. The broadband penetration of the region will fuel the growth in this sector. American market is also expected to be the most competitive IPTV market in the world largely due to high existing pay-TV penetration, stiff prices, and service competition. Global IPTV subscribers will rise to around 109 Million in 2014, expanding at a CAGR of around 25% during 2011-2014. GIA announces the release of a comprehensive global report on iPTV market. One of the few industries to defy the recessionary blues, global iPTV market posted encouraging growth during the years 2007 through 2010, and is projected to amass a wide subscriber base of 343.2 million by the year 2015. Key factors fingered to drive growth in the market over the next few years include fast changing consumer TV viewing habits, increase in the number of Internet enabled TV owners, and growing popularity of bundled TV/Internet service packages. Robust demand for iPTV services in Asia-Pacific also augurs well for the market. Worldwide iPTV Market to Reach US$78.9 Billion in Service Revenues by 2015
video portion of telco triple play offers, have mostly run their course. In Europe, the market will be impacted by less need for set top boxes, because more TV sets have integrated satellite tuners and CI+ slots. As a result, shipments of satellite set top boxes declined in 2010 by 8% in both the North American and Western European regions, according to In-Stat (www.instat.com). 3D The global shipment volume of 3D notebooks, active-shutter and polarized glasses models together, as a percentage of total shipments will increase from below 1% in 2010 to 2% in 2011, according to industry sources based on international vendors' 2011 product roadmaps. This is mainly due to increased demand for playing 3D games as well as software for playing 3D movies becoming mature, the sources pointed out. Currently, shutter glass 3D panels are supplied mainly by Samsung Electronics, Sony, Chimei Innolux and Chunghwa Picture Tubes (CPT), while polarized 3D panels are supplied by LG Display and AU Optronics (AUO), the sources noted. Since both 3D technologies still require glasses for their effect, the sources pointed out that 3D technology that can be viewed with the naked eye is the ultimate goal and will become the key for 3D notebooks to become mainstream products.
STB The Asia-Pacific region will lead worldwide set-top box market growth for the next five years, according to new data from ABI Research. AsiaPacifics share of the market will approach 50% of all set-top boxes sold worldwide in 2013-2015 before declining slightly.
Digital Satellite Market North American satellite pay-TV providers have not been adding subscribers at the same rate as previous years. Competition has been fierce from cable and telco providers offering bundled services and gains in subscribers as a result of being the
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IP Phone Recent In-Stat research forecasts IP phone shipments, for business and consumer, will exceed 40 million units in 2015.
almost $4 billion of displays from LG Display Co., Toshiba Mobile Display Co. and Sharp Corp. over two years, according to IHS Inc.s ISuppli. Sharp Collaboration Sharp Corp will partner with Taiwanese firm Chimei Innolux Corp to produce television-use LCD panels, the Nikkei business daily reported. Sharp will provide key technology for reducing power consumption of LCD TVs to Chimei, a unit of Taiwan's Hon Hai Precision Industry Co or Foxconn International Holdings Ltd, and then outsource production of 20- to 39-inch panels, the paper said. Sharp will provide panels 40 inches and larger to Chimei. The two firms have already signed a deal regarding the technology transfer and hope to start supplying panels to each other by year-end, the Nikkei reported.
Camera The camera market will grow 7.8 percent to 131 million units from 2010 to 2011, the Camera and Imaging Products Association forecast today.
M2M IMS Research's new report titled "The World Market for Cellular Modules in M2M Communications" predicts that shipments of cellular modules for machine-to-machine (M2M) communications will total over 100 million in 2015.
LCD Panel LG Display LCD TV production in Poland LG Display Co., the worlds secondlargest maker of liquid-crystal displays, said its in talks with TPV Technology Ltd. to form a venture in Poland to manufacture LCD modules and televisions. The venture will help reduce production costs by making TV parts and sets in one factory, Claire Ohm, a Seoul-based spokeswoman for LG Display, said in a telephone interview today. LG has similar operations in China with TPV and AmTran Technology Co. The company is yet to decide on investments and when to begin production, Ohm said. Newspim, a Korean-language online news provider, reported LG Displays plan earlier today.
LCD Panel JV Sony and Sharp are still in talks over their LCD panel joint venture, Kato said. Sony said in 2009 it planned to raise its stake in the state-of-the-art factory to a maximum of 34 percent from 7 percent by the end of April this year, but media reports have said it will abandon the plan.
China investments The Chinese government will not allow Japan's Sharp Corp to build a liquid crystal display (LCD) panel factory in Nanjing unless the company changes its current plan and produces screens incorporating the latest technology, sources said Monday (February 21). The electronics giant had planned to construct a factory that produces eighth-generation LCD panels, not its cutting-edge 10th-generation model. However, Beijing has been unofficially pressing Sharp to upgrade the factory
Tablet PC Apple Inc., the maker of the iPhone and iPad, probably agreed to buy
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to a 10th-generation LCD panel plant the latest attempt made on Japanese companies to disclose important data on sophisticated information technologies. Hitachi Smartphone Panel Hitachi has developed a new highdefinition LCD display for smartphones that has a pixel density slightly higher than that of Apples much touted Retina Display. The screens resolution will be so close to what is perceptible to the human eye that you will not be able to distinguish individual pixels.
remaining company but it will keep BriView's name. AUO has a 98.52% stake in BriView and 61.32% stake in Darwin. AUO indicated that the merger is simply a re-organization within the BenQ Group, mainly to consolidated resource and expand operational scale, while improving operating efficiency and competitiveness. AUO noted that the merger will combine the advantages of vertical consolidation in the panel industry and operations in upstream and downstream markets, and provide a complete service for panels with set manufacturing and shipments. 3DTV AU Optronics (AUO) plans to start shipments of glasses-free 3D products, mainly for IT (notebook and monitor) products, in 2011 and expects glassesfree 3D technology to become mainstream technology in 1-2 years. Shipments of 3D TVs in 2010 were lower than expected at only about 3.2 million units, and shipments in 2011 are expected to exceed 10 million units as technology continues to improve. Current 3D technology is divided into with and without glasses, and the technologies for glasses include shutter glasses and polarization glasses. Samsung Electronics, Sony and Panasonic are supporters of shutter glasses technology, while LG Display and AUO support polarization glasses technology. AUO noted that the company supports polarization glasses technology because polarizer 3D panel prices are about double the price of a normal TFT-LCD panel. AUO estimates that 3D TVs will account for about 6% of the total LCD TV shipments in 2011. Based on the estimation of 215 million LCD TVs in 2011, 3D TV shipments are expected to reach 13 million units.
AUO LCD Panel Business AU Optronics (AUO) and Chimei Innolux (CMI) saw their January 2011 revenues decrease sequentially by 1.4% and 9.8% respectively, while fellow panel makers Chunghwa Picture Tubes (CPT) and HannStar Display saw their January revenues increase 5.4% and 13.1%. AUO has announced preliminary consolidated revenues of NT$30.19 billion (US$1.04 billion) for January 2011, down by 1.4% from the previous month and 21% from the same period in 2010.Large-size panel shipments increased by 3.3% sequentially to nearly 9.46 million units. Shipments for small- to medium-size panels were around 14.5 million units, down by 15% sequentially.
Vertical Integration AU Optronics (AUO) backlight unit (BLU) subsidiary Darwin Precisions has announced plans to merge with BriView Electronics, also a subsidiary of AUO, with a exchange ratio of one Darwin share for 2.25 BriView shares. The merger is scheduled to complete on September 1, 2011 with Darwin as the
AMOLED AU Optronics (AUO) and Chimei Innolux (CMI) are also actively expanding their AMOLED capacity. AUO 19
is installing equipment at its 3.5G line with a capacity of 7,000 substrates scheduled to start in the second quarter of 2012, and the panel maker is also remodeling the 4.5G lines from its Singapore subsidiary. TFT-LCD panel maker AU Optronics (AUO) plans to inject an additional investment of US$25 million in AFPD, a 100% wholly-own subsidiary of AUO in Singapore. AFPD will use the new capital to purchase needed equipment for ramping up its capacity for AMOLED panels, according to the company. AUO's 3.5G LTPS production lines in Taiwan are slated to begin volume production in the second quarter of 2011 with an initial capacity of 7,000 sheets. AFPD has a 4.5G LTPS fab with monthly capacity of 45,000 sheets, which will be used for the production of AMOLED panels, AUO indicated.
Solar Panel A subsidiary of AU Optronics, one of Taiwan's top panel makers, will open a solar factory in Taiwan late this year to save money and increase competitiveness in a growing industry. The Taiwan-based firm's wholly owned AUO Crystal Corp. plans to begin production in the fourth quarter of the year at the three-hectare, 300megawatt factory, company communications official Hsiao Ya-wen said on Monday.
CMI LCD Panel Business CMI's combined TFT-LCD related revenues totaled NT$40.4 billion in January, a decrease of 9.8% sequentially. CMI shipped 10.8 million large-size panels in January, a decrease of 10.8% sequentially. Small- to medium-size panel shipments totaled 34.4 million units, a decrease of 14.2% sequentially.
Renewable Energy AU Optronics (AUO) has announced that one of its subsidiary companies ACC - is working to create a solar wafer plant in Taiwans Chungkang Export Processing Zone. The venture, which has been approved by the Ministry of Economic Affairs (MOEA), will strengthen AUO's position in the solar materials market and help push its own technological developments. AUO hosted a "ground breaking ceremony" to celebrate first-phase construction. The first-phase capacity of multicrystalline ingots and wafers is expected to achieve 300 megawatts (MW), while in the future the company will look at supplies of upstream solar materials to "secure its proprietary R&D and smelting technologies of polysilicon, and offer high-quality and high-efficiency materials to solar cell makers." Equipment will be bunged in this August, with mass production planned in the fourth quarter. ACC's new plant will also become AUOs solar business operation centre. There will be around 1,000 job opportunities over the next three years.
Tablet PC & Smartphones Chimei Innolux (CMI), the largest Taiwan-based TFT-LCD panel maker belonging to the Foxconn Group, will spin off two business units handling touch panels and small- to mediumsized panels due to increasing global demand for touch panels, according to Foxconn president Terry Guo, adding that CMI aims to become one of the world's top-two panel makers in three years. While expanding its 8.5G plant located at the science park, CMI will apply to set up an 8.5G plant in China and is therefore negotiating with the government to ease the regulations concerned, Wang indicated. The domestic 8.5G plant has a maximum monthly production capacity of 120,000 glass substrates, and the capacity in operation will be expanded from 24,000 units at the end of 2010 to 54,000 units at the end of 2011, Wang noted.
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CPT LCD Panel Business CPT's January consolidated revenues totaled NT$5.53 billion, up 5.4% sequentially but down 19.8% on year. Revenues for TFT-LCD business were NT$5.1 billion in January, up 7.2% sequentially but down 15.7% on year. Large-size panel shipments for the month were 1.78 million units, an increase of 8.6% sequentially but down 13.2% on year. Shipments for small- to medium-size panels were 34.24 million units, down 7.3% sequentially.
Hannstar LCD Panel Business HannStar saw its January revenues increased 13.1% sequentially to NT$3.85 billion. January shipments of large-size notebook panels, monitor panels and HannsG products reached 517,000 units, increasing by 19.7% sequentially. Small- to medium-size panel shipments reached 25.01 million units, increasing by 8.3% sequentially
quarter, with 176.5 million units shipped, up 9% sequentially. LCD monitors are a relatively mature market for large-size TFT-LCD, with a mere 12% on year growth from 2009, while other applications had stronger growth. Notebook panels reached 178 million units, a healthy 26% on year growth. The strongest growth segment was netbook/tablet PC panels, which achieved a 64% on year increase, thanks to a strong 18 million units of 9.7-inch tablet PC panel shipments in 2010. TV panel shipments grew 36% on year to 221 million units. On a unit basis, LG Display led 2010 shipments with a 25.9% share, followed by Samsung Electronics with 22.9%. AU Optronics (AUO) had 16.8% and Chimei Innolux (CMI), including Chi Mei Optoelectronics (CMO), took 16.5%. LG Display also led in shipment area, while Samsung maintained its leadership in revenues. After significant losses in the fourth quarter of 2010, Taiwan-based TFTLCD panel makers are expected to remain in the red in the first quarter of 2011, but will start to recover in the second, and turn profitable in the third.
LCD Panel Market LCD Panel Although tempered by the recent economic recession, global market for flat panel displays (FPDs) is expected to recover poise in the medium-to-long term period to reach US$102.8 billion by 2015. Global large-size TFT-LCD panel shipments reached a record high of 665 million units in 2010, with strong growth in TV, notebook, tablet PC, and public display applications, according to DisplaySearch. The strong results indicate signs of recovery from the economic crisis in 2009. The fourth quarter of 2010 was the strongest
Corning Tablet PC Corning Inc <GLW.N> is looking to boost sales of its glass more than 50 percent by 2014, banking on the popularity of tablets and smartphones, which helped boost its shares 3.5 percent on Friday. Corning also estimated tablet computer sales could rise to almost 180 million by 2014 from roughly 20 million, which is in line with projections by research firm DisplaySearch. Corning said 2014 revenue should increase to $10 billion, up from $6.6 billion in 2010. Analysts were expecting revenue of $7.72 billion in 2011 and $8.3 billion in 2012, according to Thomson Reuters
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Cell Business LCD TV panel manufacturers are planning on growing their cell businesses 30 percent in 2011 to support the increasing demand from TV manufacturer customers, with Chimei Innolux leading the market. It is predicted that Chimei Innolux will lead the market with an expectation that it will achieve over 50 percent of cell shipments. The firms major customers will be Chinese TV brands. Samsung meanwhile is will target 40 percent of its cell shipments for its internal TV division. Other panel makers are also expected to increase shipments this year by 10-20 percent. It is also noted that the top three panel makers, Samsung, LG Display, and Chimei Innolux, will be aggressive with their plan to ship more than 60 million units of LCD TV panels in 2011. In total, LCD TV panel makers plan to ship more than 270 million units in 2011. Further DisplaySearch analysis showed that the share of LCD TVs outsourced reached a record high of 34 percent in the third quarter of 2010, as Sony and LGE increased their outsourcing ratio to more than 50 percent and 20 percent, respectively.
Panel investment policy Taiwan's Ministry of Economic Affairs (MOEA) is under policy planning to allow China-based enterprises, especially large vendors of consumer electronics such as Haier, TCL, Changhong, to invest in Taiwan-based TFT-LCD panel makers, according to government officials. In response to speculation that China investors may not be allowed to take more than 20% of the stake of LCD makers, the officials said that details of the policy have yet to be worked out.
Capacity Expansion Despite Taiwan panel makers being conservative on capacity expansion in 2011, Korea- and China-based panel makers remain active, and market sources expect Samsung Electronics' area capacity to increase 20% on year and 24% for LG Display. AU Optronics' (AUO's) capacity is expected to increase by 15% on year and 13% for Chimei Innolux (CMI). China-based BOE Technology's capacity will increase 157% on year as its 8.5G plant is scheduled to start mass production in 2011.
New Display Technologies LTPS Display Low Temperature Polysilicon (LTPS)based flat panel displays have long been a technology looking for a killer application. According to the DisplaySearch Quarterly FPD Supply/Demand and Capital Spending Report, strong demand for high performance smart phone applications is now driving rapid expansion of LTPSbased LCD and AMOLED capacity. Subsequently, spending on equipment used to make LTPS-based displays is expected to surge to an all-time high of $2.4 billion in 2011.
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Figure 1: LTPS FPD Manufacturing Equipment Market Revenues
PC & Notebook Intel Defective chips As Intel's defective chip incident caused notebook brands and makers to delay their orders for new models to the second quarter, Taiwan-based notebook component makers, which had hired extra manpower during the Lunar New Year holidays to maintain smooth supply, wasted their efforts as some employees had no work to do during the break but were still paid with holiday pay, according to sources from component makers.
Stock Clearance DisplaySearchs newly published MarketWise-LCD Industry Dynamics report shows that panel makers inventories returned to a healthy level at the end of Decembereliminating concerns over excess inventories in the previous two months. On average, TFT LCD inventories, defined as finished modules held by panel makers, are down to 7-8 days for TV panels, 6-7 days for monitor panels and 5-7 days for notebook PC panels, which are all manageable levels for panel makers. In addition, panel prices, especially LCD TV, are stabilizing because there is little inventory pressure pushing panel prices down.
Lenovo R&D China-based PC vendor Lenovo has started development on a combined operational base for R&D, production and marketing on a 13.3-hectare site with a total floor space of 100,000 square meters (1.076 million square foot) in Chengdu City, western China, with the base to serve markets in western China, South and Central Asia and parts of Europe, according to industry sources. Taiwan-based Compal Electronics and Wistron, Lenovo's two main ODMs for notebooks and all-inone PCs, will invest US$100 million and US$180 million, respectively, to set up factories nearby and will kick off production in the second half of 2011, the sources indicated. Lenovo expects its new production site's capacity for PCs reach a maximum of 10 million units in the future and the company is set to establish an R&D center with about 1,000 technicians.
Production in China Taiwan will include the key LCD panel industry in a second round of sectors to be opened to Chinese investment, as economic ties between the two political rivals continue to deepen. A government official with direct knowledge of the matter told Reuters on Wednesday that the change will be announced after the Lunar New Year in early February. Under the proposal, which needs final government approval, Chinese investors will be able to buy up to 10 percent stakes in LCD panel makers, providing a new funding stream to the sector and ensuring sales in China.
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Foxconn PC Mainboard Foxconn Electronics (Hon Hai Precision Industry) shipped five million ownbrand motherboards in 2010 in addition to OEM shipments of over 40 million, according to a company representative. Although Foxconn continues to sell its branded motherboards worldwide, key markets in 2010 were mainly emerging ones such as Peru, Turkey and Vietnam where Foxconn is one of the top-three brands, the representative said.
total market revenues hit US$10.7 billion, iSuppli said. Touch Panel Sensor AMOLED-Smartphones Sintek Photronic, a leading Taiwan flatscreen component maker, has tied up with Samsung to produce advanced touch-screens for next-generation smartphones, officials said Wednesday. The Taiwanese firm forged a technology cooperation and supply agreement with the South Korean tech giant on Tuesday, according to a statement posted on the website of the Taiwan Stock Exchange. Sintek did not disclose the investment value, nor did it say how much Samsung would spend on the project, but the Taipei-based Commercial Times reported the plant will cost Tw$20 billion ($680 million).
Compal SmartPhone OS Smarterphone today announced that the company has entered into a strategic relationship and supply contract with Compal Communications Inc. (CCI), a leading Taiwanese mobile phone manufacturer. The first joint customer project is the Vibo T588 touch phone, now shipping by the mobile phone operator Vibo.
MEMS Samsung Fine Chemicals Co. agreed with MEMC Electronic Materials Inc., a U.S.-based maker of silicon wafers, to set up an equally owned venture for a polysilicon plant in South Korea. The two companies will build the facility on an existing Samsung Fine Chemicals property in Ulsan, according to an emailed statement issued jointly. The plant, which is expected to start operating in 2013, will have an initial capacity of 10,000 metric tons annually, according to the statement. The cost of the facility wasnt disclosed. Samsung Fine Chemicals will invest about 200 billion won ($179 million) in the venture, it said today in a separate regulatory filing.
Technology Providers Samsung DRAM Samsung Electronics managed to grow its already commanding share of the DRAM market in the fourth quarter of 2010, according to IHS iSuppli. With preliminary results in, DRAM revenues for Samsung amounted to US$3.6 billion in the fourth quarter, equivalent to 41.7% share of a US$8.7 billion market. And though revenues in Samsung's case dropped during that quarter - as it did for all DRAM companies, without exception Samsung's share actually rose 1pp compared to the third quarter, when
Microsoft SmartPhones Nokia (Stockholm: NOKI-SEK.ST news) is to form a "broad strategic partnership" with Microsoft (NASDAQ: MSFT - news) and make Windows its main smartphone operating system in a radical bid to fight back against Apple
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(NASDAQ: AAPL - news) and Google (NASDAQ: GOOG - news) in the fastgrowing market for web-enabled mobile devices. Intel New Platform- ARM competition Intel, in order to compete with ARM architecture devices which are prevailing in the tablet PC industry, has had Medfield, its third-generation MID platform, enter testing by Taiwanbased hardware partners, with products to be demonstrated at Computex Taipei 2011 and shipments to begin as early as the third quarter, according to industry sources. Medfieldbased processors will adopt a 32nm process and have significant improvements from their predecessors. In addition, Intel's recently acquired wireless solution department from Infineon will also work on developing new technologies to be used in smartphone, notebook and embedded devices. On the other hand, AMD is currently taking a conservative attitude toward the tablet PC market, while Nvidia is pushing its Tegra 2 processor, which has already received orders from players such as LG Electronics and Motorola, and it is set to mass produce its quad-core Tegra 3 processor in third quarter with the actual products to show up by the end of the year.
SmartPhones Research In Motion Ltd., preparing to start sales of its BlackBerry PlayBook tablet, is working on software to allow the device to run applications for Google Inc.s Android, three people familiar with the matter said.
Apple SmartPhones Apple has been developing a budget version of the iPhone that would help undercut Android, a leak Thursday afternoon maintained. The new version would be a third smaller and much less expensive, possibly as little as $200 offcontract. The design described to Bloomberg would use components from current iPhones to drop the price down.
Sigma System IPTV Sigma Systems has introduced the Telco Services Accelerator, a residential service fulfillment system designed to enable telcos to create service bundles and seamlessly provision, activate, and manage residential Internet, SIP-based VoIP, and IPTV services over a fiber-tothe-home (FTTH) network. The company also has announced that Italian communications service provider Tiscali will use the Telco Services Accelerator to help provide services over its FTTH and ADSL networks. Bell Aliant is also a customer, according to the company.
Skype SmartPhones Skype has released a new update for its app for Apple's iPhone. Skype 3.0.1 allows users to make video calls direct to certain television sets that support Skype for TV, which is offered on select Samsung and Panasonic models.
MediaTek Cellular Phone IC IC design house MediaTek will likely attract new orders for entry-level and mid-range handsets from Nokia and Samsung Electronics in 2011, in addition to its existing ones from 25
Blackberry RIM
Motorola and LG Electronics (LGE), according to market sources. New contracts, as well as continuedstrong demand from China's white-box handset market, may assist MediaTek to fulfill its handset-chip shipment goal of 550 million units for 2011, the sources said. Qualcomm MEMS Display US-based firm Qualcomm will invest $1billion in the construction of a MEMS display plant in Taiwan according to an announcement by the Ministry of Economic Affairs today.
Blinkx Connected TV blinkx, the world's largest and most advanced video search engine, today announced the launch of a TV API (Application Programming Interface). The API is designed to provide partners in the fast-growing Connected TV ecosystem from box makers and TV manufacturers, to app developers and game consoles access to blinkx's index of over 35 million hours of online video.
Technology Market Displayport External DisplayPort Device Shipments to Increase 100% From 2009 to 2014. LED
enables bi-directional communication and operation outside the line of sight. Released in 2009, RF4CE is also strongly favored by the industry for use in forthcoming remote-control products. ON World Inc., a market research firm that provides business intelligence for smart-technology markets, is forecasting more than 100 million 802.15.4 and ZigBee units to ship annually within the next few years. The largest markets are expected to be advanced metering infrastructure (AMI), home automation and consumer electronics. In addition, ON World anticipates that many emerging vertical markets including medical devices, health and wellness monitoring, building automation and municipal/transportation will also leverage ZigBee/IEEE 802.15.4 technologies. The ZigBee Alliance, a global ecosystem of organizations creating wireless solutions for use in energy management, residential, commercial and consumer applications, announced today ZigBee Smart Energy(TM) has reached the 100th ZigBee Certified product milestone, demonstrating market validation of recent reports naming ZigBee the highest rated, most effective technology to deliver Smart Grid benefits for utilities and consumers.
Zigbee
More than 250 million RF4CE ICs will be shipped in 2015, according to a new IMS Research report titled The World Market for Low-Power Wireless, 2011 Edition. The market research firm attributes such strong growth to the remote control's transition from IR to RF, which
The worldwide high-brightness (HB) LED market leaped from $5.6 billion in 2009 to $10.8 billion in 2010, a growth rate of 93%, according to Strategies Unlimited, the leading market research firm in LEDs. LCD monitor and TV backlights led the growth spurt, followed by mobile display applications. Ten companies accounted for more than 75% of the HB-LED market. Strategies Unlimited arrived at these figures after analyzing market demand as well as the supply-side activity of
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more than 40 HB-LED component suppliers. Smartphone Operating System In 2010, Microsoft only had a 4.2 percent share of the global smartphone market, trailing Apple with 15.7 percent, Research in Motion with 16 percent and Android with 22.7 percent, according to research firm Gartner. Android has been gaining a lot of traction since last year. Symbian OS still accounted for a 37.6 percent market share last year, yet back in 2009 it held 46.9 percent. In the same timeframe, Android grew from 3.9 percent to 22.7 percent in 2010, coming in second place. Apple's iOS, by comparison, just grew slightly from 14.4 to 15.7 percent, whereas the Blackberry OS fell from 19.9 to 16 percent. Microsoft just isn't important in the mobile arena, dwindling from 8.7 to 4.2 percent.
satellite TV, internet TV or IPTV - to be viewable on the same device, without new technology forcing consumers to have to upgrade their equipment. Initially proposed almost a year ago, the subject was greeted with less than enthusiasm from cable companies and content creators, with the Motion Picture Association of America criticizing it as potential promoter of pirated material. Sky Italia Fastweb News Corp.(NWS) satellite unit Sky Italia and broadband operator Fastweb SpA (FWB.MI) said Monday they have agreed to combine Sky's satellite TV offer with Fastweb's broadband internet and landline services in a deal aimed at boosting customer numbers in Italy.
Freeview Sales of Freeview HD TVs and boxes have reached 1.2 million, according to the subscription-free DTT service. In the nine month period after launch, Freeview estimates that 642,000 homes are now watching Freeview HD.
Hybrid Electric Cars Sales of Hybrid Electric cars are estimated at 940.3 thousand units in 2010 and are expected to cross the 1 million unit mark in 2011. The Market for Hybrid Electric cars is expected to register an impressive CAGR of 22.9% during 2006-2015 to reach 2.5 million units by 2015.
SES Astra & Tivuitalia SES ASTRA, an SES company (Paris:SESG)(LuxX:SESG), announced today that it has signed an agreement with Italian network operator Tivuitalia for capacity on its 31.5 degrees East orbital position. Tivuitalia will use the capacity for contribution services, enabling the transmission of digital TV and radio signals to its digital terrestrial network in Italy.
Service Providers Connected TV Google, Sony, TiVo, Mitsubishi, Best Buy and two lesser-known companies (NagraVision and SageTV - Think of them as the Martian Manhunter and Aquaman of the team) have joined together to support the Federal Communication Commission's AllVid proposal, calling themselves the AllVid Tech Company Alliance. AllVid is a proposed device that would act as a "gateway" adapter allowing all types of pay TV content - whether it's cable or
Swiscom Swisscom has successfully deployed its award-winning* ConnectedHotel TV on coaxial cable at Madrid's NH Parque Avenidas hotel. ConnectedHotel TV bundles wired and wireless Internet access, interactive live television and video-on-demand into the most compact, single-device solution design. 27
The successful Swisscom pilot at the NH Parque Avenidas demonstrates the solution's utility and cost-saving potential, especially for hotels without structured Ethernet cabling. ConnectedHotel TV is the first hospitality solution that connects hotels, regardless of their network cabling, to the world of convergent guest technologies. The centrepiece of the Swisscom solution is a purposebuilt LG TV screen that is compatible with Ethernet, Coax and VDSL technologies. An integrated modulator converts all incoming data into IP data streams, while an Ethernet switch splits the signal into different guest services. This way, the TV screen also serves as a wireless access point and offers an extendable Ethernet cable on its back through which guests can connect their laptops and media tablets. Payment Visa Mobile Payment Visa has penned a deal with mobile money firm Monitise to develop contactless payments across Europe. The partnership will see the pair develop and roll out large-scale mobile banking services, such as text alerts for banking transactions, contactless payments and ultimately peer-to-peer transfers. It builds on Visas 500m (425m) investment in building such services that can work between different banks. Visa Europe has teamed with Canadian company Wireless Dynamics to develop an iPhone-based contactless payment system for consumers across Europe. Visa claims that it has sponsored consumer research in Italy, Poland, Turkey and the United Kingdom that supports demand for mobile contactless payments, with 41 percent of those polled saying they definitely or probably would use a payment system from the
credit-card provider. iPhone users seem even more keen, with 57 percent responding similarly, according to Visa. E-Commerce Credit card giant Visa announced Wednesday that it plans to acquire digital goods payment platform PlaySpan Inc. for $190 million cash. The deal comes a year after Visas $2 billion purchase of e-payment company CyberSource, and will extend its capabilities into one of the fastestgrowing segments of eCommerce digital and mobile commerce, says Visa in a press release. PlaySpan, which offers 85 different payment methods in 180 countries, allows publishers and developers to offer digital goods and services through online games, mobile apps and social networks. The ecommerce company also offers a prepaid virtual goods credit card, Ultimate Game Card, which is the available at more than 50,000 retail locations in the United States, and is the most-used card of its kind. The Visa acquisition In 2010, PlaySpan, generated an estimated $25 billion globally. Visa expects that number to jump to $280 billion by 2014.
PCI-DSS Visa announced that it will soon stop requiring merchants outside the U.S. to validate their compliance with the Payment Card Industry Data Security Standard (PCI DSS) if at least 75% of the merchant's annual Visa card transactions originated on smartcardenabled terminals.
Mastercard Emerging market APMEA MasterCard Incorporated today announced fourth quarter and full-year results for the Asia/Pacific, Middle East & Africa (APMEA)[1] region. For the
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quarter ending 31 December 2010, the region witnessed strong growth in gross dollar volume (19.1%), purchase volume[2] (19.5%), purchase transactions (16.2%), cash transactions (21.8%) and cards issued (9.7%), versus the same period in 2009. As of 31 December 2010, 294 million MasterCard cards (excluding Maestro and Cirrus) had been issued by MasterCard customers in APMEA. Cardholders in the region made 1,323 million purchase transactions in the fourth quarter of 2010 and cardholders could use their MasterCard cards at 31.7 million acceptance locations worldwide. Mobile Payment MasterCard announced this week at MWC 2011 in Spain that it was set to push mobile wireless payments using a MasterCard account and a NFC payment solution that we have talked about before called iCarte for the iPhone.
its next-generation iPhones and iPads . Such NFC-enabled systems would let users pay for purchases by waving their mobile devices near payment terminals. Similar contactless payment technologies have been around for years and have been received with lukewarm support at best by consumers. What's likely to make Apple 's entry into the space vastly different, however, is its huge base of 160 million iTunes users, said Avivah Litan an analyst at Gartner. That base gives Apple the ability to operate largely as a "closed payment system" with minimal need to interface with credit card companies and banks, she said. "They can largely shut out credit card companies if they choose to," and operate in much the same way that PayPal has done in the virtual world, she said. Verifone End to End Solution VeriFone Systems, Inc., recently announced that ISD Corporation will support VeriShield Total Protect in its existing card data security suite to provide merchants with the advantage of end-to-end encryption and tokenization of card data. ISD is one of the first providers of secure payment management software to offer VeriShield Total Protect. ISD's support of VeriFone's integrated end-to-end encryption and tokenization solution provides merchant customers with a comprehensive, industry-leading security solution which can secure track data in almost any environment and makes payment-card transactions safer. VeriShield Total Protect also simplifies and reduces the costs of compliance with the Payment Card Industry security standards.
Display Card NagraID Security, a Kudelski Group (SIX:KUD.S) company, MasterCard Worldwide and Symantec Corp. (Nasdaq:SYMC) have teamed up to introduce the MasterCard "Display Card, bringing strong authentication functionality on a payment card to the United States.
Google Mobile Payment Google Feb. 9 improved the near field communications capabilities in its Android 2.3 operating system, the latest move by a company intent on seizing on the mobile payment boon.
Apple Reports noted earlier this week that Apple is planning to embed Near-Field Communications (NFC) technology into
Mobile Payment VeriFone Systems, Inc. (NYSE:PAY News), today announced that its taxi
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card payment and digital media solutions are now available in the UK. VeriFone is offering the system free to Londons licensed black cabs to modernize the taxi payments infrastructure and improve passenger journeys. VeriFone Systems, Inc. (NYSE:PAY News), today announced a nextgeneration version of PAYware Mobile Service for global markets. This latest innovation features VeriFones sleek mobile payment solution and gateway service and brings international payment standards including NFC and EMV smart card, with PCI-compliant PIN keypad for Chip & PIN transactions, to popular smart phones. VeriFone Systems, Inc. (NYSE: PAY), today announced that its NFC/contactless payment acceptance systems are a key interface between merchants and consumers mobile phones in Garanti Banks first-in-world rollout of a nationwide integrated NFC SIM mobile payment program.
selected Metrix as its global service management system. Headquartered in Neuilly-sur-Seine, France, Ingenico plans to leverage a single global service system, supporting over 15 million electronic payment terminals across 125 countries, by rapidly rolling out Metrix to each region leveraging a common global template. Emerging Market India Ingenico, leading worldwide provider of payment solutions, has joined hands with Financial Inclusion Network and Operations (FINO) in India to help them deliver micro finance and national rural employment guarantee scheme (NREGS) payment solutions to the under-served and the unbanked sector.
NCR NCR Corp., the company behind Blockbuster Inc.'s self-service DVD kiosks, said Thursday that its fourthquarter profit and revenue rose to surpass Wall Street analysts' expectations. The company also issued a rosier-than-expected forecast. For the year, the company earned $134 million, or 83 cents per share. In 2009, it lost $33 million, or 21 cents per share. Revenue rose to $4.82 billion from $4.61 billion.
Healthcare VeriFone Systems, Inc. (NYSE:PAY News), the global leader in secure electronic payment solutions, and LifeNexus, Inc., the developer of the iChipTM and Personal Health Card, today announced an agreement to provide iChip acceptance software on VeriFone payment acceptance solutions. The LifeNexus Personal Health Card is the first multi-purpose electronic health card utilizing the embedded iChip for securely maintaining an individuals health record and incorporates a payment card option.
Cellular Operators Mobile Payment Contactless payments, using near-field communications (NFC) technology, will also be added to the operator's mobilepayment mix this year although O2 plans to launch the wallet app first. Everything Everywhere the union of U.K. mobile service providers Orange and T-Mobile -- will have a paymentenabled phone available by summer through a partnership with Barclaycard. The service will be the first commercial contactless mobile payment service in the U.K., the carriers said.
Ingenico End to End solution Metrix, the field service software company, today announced that Ingenico, a leading international provider of payment solutions, has
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Three French mobile operators are coming together to create Buyster, hyped as an innovative, simple, fast and secure remote payment solution for fixed and mobile Internet purchases. It will become available in France in mid-2011.
Energy PV Cell Electronics companies in Asia are taking over thephotovoltaic cell market, with Samsung and LG getting into the action, reports IMS Research. The analyst forecasts that Asia's share of PV cell production will reach nearly 85 percent by the end of 2011. Despite fears of a module oversupply, the two companies and other Taiwan and Korea suppliers have recently revealed expansion plans for their solar business segments. The analyst predicts an oversupply of PV modules in 2011 following the PV cell and module capacity increases undertaken in 2010 to meet the demand in major European markets, together with lower incentive rates and the slowing of installation growth. Small Tier 2 suppliers are predicted to be most affected, with larger Tier 1 suppliers still able to sell the majority of their products. Still, the long-term outlook is positive, and IMS Research sees total industry demand continuing to grow at double-digit rates on average for the next 4 years. IMS Research predicts that the most successful of the new entrants will be the CE manufacturers. The analyst highlights AUO Optronics, a Taiwan supplier most known for its FPDs, and which has broken ground on a 1.4GW cell production joint venture with SunPower. Also, Samsung has announced a joint-venture producing polysilicon with MEMC, further expanding its activities in the solar industry. And Taiwan Semiconductor, although not a CE company, has revealed plans to begin offering both thin filmand crystalline modules, following its investments and partnerships with Motech, Stion and Centrosolar.
Payment Market E-Commerce As we recently reported, e-commerce sales in the U.S. reached $43 billion in the fourth quarter of 2010, with $1 billion in sales recorded on November 29, Cyber Monday alone. According to comScore, thats an 11 percent increase from the same period in 2009. Visa says global e-commerce sales topped $989 billion dollars in 2010. And so far this year, Visa has already reported 25 percent year-over-year growth in its global e-commerce transactions for the first quarter of 2011.
Mobile Payment Analysts Frost & Sullivan have said they expect that by 2015 there will be more than 860 million NFC-enabled mobile phones in use and that the NFC technology will be the most-used solution for mobile payment. Near Field Communication (NFC) on smartphones will be the dominant system for mobile phone payments by 2015, according to Frost & Sullivan. The analyst firm's NFC: When Will Be the Real Start? report predicts that NFC payment systems will be built into 53 per cent of global smartphones by 2015. Mobile payments using NFC will reach 111bn by 2015, Georges predicted, with the EU making up over a third of that total. Frost & Sullivan predicts a five-year compound annual growth rate for NFC systems of 118 per cent between 2010 and 2015.
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BUSINESS AND TECHNOLOGY REPORT

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