W46 nov2014

BUSINESS & TECHNOLOGY INNOVATION REPORT

Week 46

2014

Prepared by

Ferhat Ünlükal

11/16/2014

! BUSINESS & TECHNOLOGY INNOVATION REPORT

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BUSINESS & TECHNOLOGY INNOVATION REPORT Week 46

Headlines

Consumer Electronics (CE)

• Samsung has applied for a licence to invest $3 billion in building a second smartphone factory in northern Vietnam.

• Samsung announced Samsung Gear™ VR Innovator Edition will be available in the U.S. early December.

• Sony's PlayStation is diving into the entertainment business.

ICT

• Apple will be opening a research and development center in Cambridge.

• IBM and NVIDIA just announced they were building the world’s fastest supercomputers.

• Xiaomi Technology Co reached an agreement with US-listed Chinese video streaming firm Youku Tudou Inc.

• Telpa plans to team up with Apple's main assembler Foxxconn to make mobile phones and tablets in Turkey.

• The IoT market will grow to $8.9 trillion by 2020.

• There will be 74.5 million tablets shipped globally in the fourth quarter of 2014.

• Worldwide Ultra HD capable set-top box (STB) shipments will reach 48 million by 2020.

• Worldwide revenue from wireless control systems for smart buildings is

expected to grow from $97 million annually in 2014 to $434 million in 2023..

• The global market for nanotechnology-enabled printing technology is expected to grow at a projected compound annual growth rate (CAGR) of 17.7% over the next five years to total $31.8 billion by 2018.

Flat Panel Industry

• Sharp Corp has announced that it has developed a 4.1-inch IGZO LCD panel.

• LG Display is on track to ramp up production of OLED panels.

Semiconductor Industry

• Broadcom announced the addition of more than 40 channel partners.

• NXP has teamed up with industry leaders to launch a 'Communicating Cars' test drive along the ITS.

• Toshiba announced the latest addition to its TZ1000 family of ApP Lite™ application processors.

• Microchip announced its first App Developer Specialist—WillowTree Apps.

• WiseChip Semiconductor has developed low-color-temperature quasi-candela OLED lighting technology.

• MIPI® Alliance introduced a sensor interface specification for mobile, mobile-influenced and embedded-systems applications.

• The new market categories will help the market for thin and flexible batteries reach $300 million in 2024.

Software Industry

• Ubitus Inc. announced its partnership with Alibaba to launch the cloud gaming service in China.

Retail and Payment Industry

• The NCR Silver™ cloud-based point-of-sale (POS) system for small businesses will offer merchants the ability to accept bitcoins as payment.

• HP announced expanded support for new cloud-based payment platforms


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Consumer Electronics (CE)

Samsung

Investment in Vietnam

• South Korea's Samsung Electronics Co Ltd has applied for a licence to invest $3 billion in building a second smartphone factory in northern Vietnam, a government official said on Monday.

• Samsung Electronics Vietnam plans to build the factory in Thai Nguyen province, where it opened a $2 billion smartphone plant in March, said a senior official at the province's Planning and Investment Department.

VR Innovator edition and developer Conference

• Samsung Telecommunications America, LLC (Samsung) announced Samsung Gear™ VR Innovator Edition will be available in the U.S. early December. Gear VR Innovator Edition, powered by Oculus, delivers a fully immersive virtual reality experience on the Galaxy Note 4, creating an entirely new mobile category.

Sony

Online TV services

• Sony's PlayStation is diving into the entertainment business in a way that may worry cable and satellite companies.

• Sony unveiled its long-teased online TV service, known as PlayStation Vue, which will kick off with around 75 channels for each market with TV shows, movies and other programs from major networks and local stations -- all without a cable or satellite subscription.

• During the initial test rollout, viewers will be able to tune into channels from six media conglomerates: CBS, Fox,

NBCUniversal, Discovery Communications, Scripps Networks and Viacom. The 75 channels will include paid-TV stalwarts such as Animal Planet, National Geographic, Oxygen, Sprout, Syfy, HGTV, Food Network, Travel Channel, Comedy Central, MTV and Nickelodeon.


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ICT Industry

Apple

R&D in Cambridge

• Apple will be opening a research and development center in Cambridge, England within the "next few weeks," according to a regional business publication, Business Weekly. The offices are reportedly located at 90 Hills Road, and in the same city as offices for other major tech firms like ARM, Broadcom, Sony, Microsoft, and Qualcomm. It's thought that Apple's presence could start with about 20 workers and grow to as much as 40 within the next year.

IBM

Supercomputer with Nvidia

• IBM and NVIDIA just announced they were building the world’s fastest supercomputers. There is an ongoing arms war for which country can field the most powerful supercomputers. There is, well, everything on the line here because these things are used for things like modeling catastrophic weather events and driving national defense. IBM, NVIDIA, and the US all have something not only critical to each other’s fortunes but critical to the nation to prove here and they announced how all three would be addressing this opportunity.

Xiaomi

Investment in Video Content

• Chinese smartphone maker Xiaomi Technology Co reached an agreement with US-listed Chinese video streaming firm Youku Tudou Inc to invest in the distribution and production of online video content, a move analysts said will be a win-win solution for the two companies.

Foxconn

Partnership with Telpa

• Turkey's mobile phone maker Telpa plans to team up with Apple's main assembler Foxxconn to make mobile phones and tablets in Turkey, Telpa Chief Executive Sebahattin Yaman said.

• "They plan to invest in making tablets and mobile phones in Turkey. Turkey is a hub for them. They are also considering moving production of other goods to Turkey," Yaman said.

• Foxconn - which already assembles Telpa phones outside Turkey - is in talks with the Turkish government regarding incentives for smart phone production before making its final decision, Telpa General Manager Muzaffer Golcu said.

ICT Market

IoT Market

• Analyst firm IDC forecasts that the IoT market will grow to $8.9 trillion by 2020 with anywhere between 30 to 50 billion connected autonomous things, making the potential growth opportunities staggering as sensors, technology and networking come together to enable buildings, infrastructure and other resources to swap information. Over the next decade, as much as $3 trillion in global smart technology opportunities will exist for cities.

Tablet Shipments

• There will be 74.5 million tablets shipped globally in the fourth quarter of 2014, increasing on quarter by 17.6% but decreasing on year by 10.1%, and of which 20 million units will be iPads, 27.8 million units of non-iPad models launched by major vendors and 26.7 million units of white-box models, according to Digitimes Research.

• Apple will account for 26.8% of the shipments, followed by Samsung Electronics with 14.6%, Lenovo 4.7%, Asustek Computer 4%, Amazon 3.9%,


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Acer 1.7% and Hewlett-Packard 1.3%, Digitimes Research indicated.

• Taiwan-based ODMs/OEMs will ship 30.64 million tablets in the quarter, growing on quarter by 32.5% but slipping on year by 13.8%. Foxconn Electronics will be the largest manufacturer accounting for 48.4% of shipments, Pegatron for 24.1%, Compal Electronics 14.6% and Quanta Computer 11.1%.

Ultra HD STB Market

• Worldwide Ultra HD capable set-top box (STB) shipments will reach 48 million by 2020, while the market for HEVC STBs – the next-generation of video compression technology – will rise even further to 88 million units. In 2014, the market will deploy only about 60,000 set-top high-end gateway STBs with Ultra HD and HEVC capabilities within high-end gateway set-top boxes. After the initial push of high-end Ultra HD capable boxes in multi-tuner gateway boxes, a second round of HD HEVC boxes will roll out in areas with demand for HD services where the last-mile network build out is not otherwise sufficient to deploy HD MPEG-4 services, according to ABI Research.

Wireless Control Systems for Smart Buildings

• A recent report from Navigant Research examines the state of the global wireless building controls industry, including global market forecasts for wireless node unit shipments and revenue through 2023.

• Wireless controls can be used to link devices found in a variety of building systems, including heating, ventilating, and air conditioning (HVAC), lighting, fire and life safety, and security and access. In addition, they often provide networked control in buildings or areas where wired controls are simply too challenging or expensive to install. Click to tweet: According to a recent report from Navigant Research, worldwide

revenue from wireless control systems for smart buildings is expected to grow from $97 million annually in 2014 to $434 million in 2023.

Nanotechnology Enabled Printing Technology

• BCC Research (http://www.bccresearch.com) reveals in its new report, Nanotechnology in Printing: Global Markets, the global market for nanotechnology-enabled printing technology is expected to grow at a projected compound annual growth rate (CAGR) of 17.7% over the next five years to total $31.8 billion by 2018. The Asia-Pacific region is the largest buyer of printing technologies and will retain growth through the forecast period with 17.3% CAGR and reach revenues of $20.2 billion.


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Flat Panel Industry

Sharp

4.1 inch IGZO Panel

• Sharp Corp has announced that it has recently developed a 4.1-inch IGZO LCD panel that packs a rich resolution of 736ppi.

• Sharp’s newly-developed display is an IGZO LCD panel that measures 4.1-inches with a resolution of 2,560 x 1,600 (WQXGA) or equal to 736ppi.

• Sharp aims to start volume production of the new panel in 2016 with samples to ship in 2015.

LG Display

OLED Panel Production

• LG Display, the display-making affiliate of LG Electronics, is on track to ramp up production of OLED panels in December.

• The company is already producing OLED panels at its M1 line at its factory in Paju, South Korea, which has a maximum production capacity of 8,000 glass substrates per month.

• LG is preparing to start operations of its M2 line, which could produce up to 26,000 OLED panels per month when fully operational.

• The M2 line is an 8th generation line, meaning it cuts 2,200x2,500m substrates into panels. The larger the glass substrate, the less waste material produced, meaning LG will cut costs in making panels. The M2 line will produce 55-, 65- and 77-inch panels.

Semiconductor Industry

Broadcom

IoT Ecosystem

• Broadcom Corporation (BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, announced the addition of more than 40 channel partners, optimized to serve the expanding Internet of Things (IoT) and high volume Ethernet IC markets. The company's new scalable sales model provides the structure and broad ecosystem needed to meet increasing demand from thousands of developers seeking access to its growing portfolio of mass market products.

NXP

Communicating Cars

• NXP Semiconductors N.V. (NXPI) has teamed up with industry leaders to launch a 'Communicating Cars' test drive along the ITS (Intelligent Transport Systems) Corridor across Germany, Austria and the Netherlands. Starting today from the world's leading electronics trade show -- electronica -- in Munich, the tour will see a convoy of Honda smart vehicles drive through 1300km of roads, including ITS test fields in Munich, Vienna and Helmond fitted with Siemens intelligent traffic infrastructure. The demo cars, which are fitted with leading and secure NXP communications technology, will showcase the benefits of smarter traffic control including improved road safety and reduced pollution.

Toshiba

Wearable Device Solution

• Toshiba America Electronic Components, Inc. (TAEC)*, a committed leader that collaborates with technology companies to create breakthrough designs, announced the


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latest addition to its TZ1000 family of ApP Lite™ application processors for wearable devices. The TZ1021MBG processor is housed in a smaller, thinner package than the first product in the series, the TZ1001MBG, launched earlier this year. Toshiba is showcasing the new ApP Lite processor later this week at Electronica 2014 in Munich.

Microchip

Willow Tree Apps

• Microchip Technology Inc. (NASDAQ: MCHP), a leading provider of microcontroller, mixed-signal, analog and Flash-IP solutions, announced its first App Developer Specialist—WillowTree Apps—the latest company to join Microchip’s world-class Design Partner Network. This new App Developer Specialist category, which designates an exclusive focus on Web and native-app creation, builds on Microchip’s deep roster of traditional embedded hardware and software development design partners. WillowTree is an award-winning and experienced iOS, Android™ and Mobile Web app developer that enables Microchip’s customers to focus on the core of their Internet of Things designs and expedite development cycles, while ensuring an excellent mobile-interface experience for their users.

WiseChip

Quasi-Candela OLED Lighting

• OLED display maker WiseChip Semiconductor has developed low-color-temperature quasi-candela OLED lighting technology through cooperation with Taiwan's National Tsing Hua University and is poised to apply the technology to high value-added lighting in specific environment and for health care, according to the company.

MIPI Alliance

Sensor Interface Specification

• MIPI® Alliance, an international organization that develops interface specifications for mobile and mobile-influenced industries, introduced a sensor interface specification for mobile, mobile-influenced and embedded-systems applications. The new specification, named MIPI I3C (or MIPI i3c), was developed with the participation of vendors from across the sensor and mobile ecosystems. The name MIPI SenseWire℠ will be used to describe the application of I3C℠ in mobile devices and the use of the I3C interface for mobile devices connecting to a set of sensors, directly or indirectly. MIPI Alliance issued the announcement in conjunction with MEMS Executive Congress, which is taking place this week in Scottsdale, Arizona.

Semiconductor Market

Flexible Batteries

• Form factor is becoming a major driver shaping innovation and transforming the energy storage industry globally. This is fueled by the emergence of new market categories such as wearable electronic devices and Internet of Things, which demand thinness and flexibility. These new market categories will help the market for thin and flexible batteries reach $300 million in 2024.


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Software Industry

Alibaba

Cloud Gaming

• Ubitus Inc., the worldwide cloud gaming technology leader, announced its partnership with Alibaba's Digital Entertainment Business Group to launch the cloud gaming service in China. With several cloud gaming products, such as T-mall set –top- boxes (Premium and 1S version) and Haier Connected TVs, users can enjoy new gaming experience to the next level.

Retail and Payment Industry

NCR

Silver Cloud Based POS System and Bitcoin Support

• The NCR Silver™ cloud-based point-of-sale (POS) system for small businesses such as retail shops, cafes and food trucks will offer merchants the ability to accept bitcoins as payment.

• “It’s smart to be able to accept multiple payment options, as long they’re easy to use”

• Bitcoin support, which will be integrated with NCR Silver by the end of 2014, will be free to merchants. After registering with a bitcoin processor, all merchants have to do is activate bitcoin as a payment option in the POS back office within NCR Silver. Consumers, meanwhile, pay using a mobile bitcoin “wallet” app which is available in either the Apple App StoreSM or Google PlayTM store.

HP

New Cloud Based Payments Platform

• HP (NYSE: HPQ) announced expanded support for new cloud-based payment platforms as well as Europay, MasterCard, Visa (EMV) issuance with its HP Atalla Network Security Processor (NSP). These enhancements extend HP Atalla's existing support for EMV tokenization and card encryption.

• At BAI Retail Delivery 2014, HP also unveiled results from a new study revealing the most popular electronic payment systems, adoption trends and most critical technologies in securing electronic payment methods.

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References

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