W30 july2014

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  • 1. BUSINESS & TECHNOLOGY INNOVATION REPORT Week 30 2014 Prepared by Ferhat nlkal 7/27/2014

2. } BUSINESS & TECHNOLOGY INNOVATION REPORT } 2 BUSINESS & TECHNOLOGY INNOVATION REPORT Week 30 Headlines Consumer Electronics (CE) Samsung is reported to be in talks to by home automation company SmartThings. Samsung Electronics is planning to make a $375 million investment in the Dube TradePort special economic zone. LG said operating profit rose 26.5 percent to 589.04 million in April-June. 2014 global Ultra HD TV shipments will reach 20 million units. ICT Apple may introduce a new mobile- payment system. Apple has acquired BookLamp. Cisco and Barcelona City Council announced plans to open a Cisco Global IoE Innovation Center in Barcelona. The Global HD STB market will grow at a CAGR of 2.38 percent over the period 2014-2018. Apple remained the largest single vendor but its market share fell to 26.9 percent from 33 percent last year. Global LCD monitor shipments in 2014 may drop 5-10% on year. Taiwan-based server ODMs may obtain orders arising from the beginning of Project Scorpio 2.0, the second version of a project to boost low-cost and highly scalable data center infrastructure. The IoT will account for an increasingly huge number of connections: 1.9 billion devices today, and 9 billion by 2018. The IT market in Turkey to grow at a CAGR of 8.43 percent over the period 2013-2018. Flat Panel Industry Japan Display (JDI) has started production of IPS-NEO. For April-June, LG Display reported a 55.4 percent fall in operating profit to $159.23 million. Innolux and AU Optronics (AUO) face strong competition from South Korea- based makers. CSOT has become the largest supplier of 32-inch panels worldwide. Pricing for 32-inch open cell TV panels has increased from about US$85 in mid-June 2014. Pricing for 32-inch open cell TV panels has increased from about US$85 in mid-June 2014. The market for ultra high definition panel globally is estimated to reach USD 30,404.6 million by 2020. The market for plastic and flexible AMOLED displays will rise to $16bn by 2020. Semiconductor Industry Broadcom will downsize employees, affecting 2,500 individuals. STMicroelectronics announced it has opened a new MEMS Microphone Lab (Anechoic Chamber) in Taiwan. The market for LED drivers, MCUs, sensors and other chips used in smart lighting will grow from around $67 million in 2014 to $1.05 billion in 2019. Software Industry Google has purchased Helsinki-based 3D graphics start-up DrawElements. Oculus VR which Facebook finished purchasing for $2 billion, is working with Samsung Electronics on a headset that uses mobile devices to create a VR experience. 3. } BUSINESS & TECHNOLOGY INNOVATION REPORT } 3 LinkedIn has purchased marketing- platform startup Bizo in a deal worth $175 million. Service Industry The total pay-TV subscriber base is expected to surpass 936.4 million at the end of 2014, generating $280.4 billion in service revenue Consumer Electronics (CE) Samsung Negotiation with SmartThings Korean electronics conglomerate Samsung is reported to be in talks to by home automation company SmartThings. The deal is said to be around $200 million, though it isn't yet a done deal. Samsung buying up SmartThings follows Google's $3.2 billion acquisition of Nest back in January and Apple's introduction of HomeKit at WWDC 2014 just last month. Buying up SmartThings would give Samsung a big leg up in the home automation space (their smart appliances haven't exactly taken off as they would have hoped), and for a fraction of the cost of Nest. Samsungs stock performance Investment in South Africa Samsung Electronics is planning to make a $375 million investment in the Dube TradePort special economic zone, located near the city of Durban, South Africa, to construct a TV plant. LG Financial LG Electronics Inc (066570.KS) signalled further improvement in its mobile business after record smartphone sales propelled the South Korean manufacturer to its highest 4. } BUSINESS & TECHNOLOGY INNOVATION REPORT } 4 quarterly profit in more than three years. Chief Financial Officer Jung Do-hyun said mobile income should improve again in the current quarter with the help of LG's flagship G3 smartphone, which has been well-received by critics since its late-May launch. LG said operating profit rose 26.5 percent to 606 billion won ($589.04 million) in April-June, versus a 524 billion won mean estimate of 39 analysts polled by Thomson Reuters I/B/E/S. LGs stock performance CE Market Ultra HD TV Shipments The makers said TV vendors estimate 2014 global Ultra HD TV shipments will reach 20 million units while TV ODMs expect 16 million units. ICT Industry Apple Mobile Payment Apple may introduce a new mobile- payment system as soon as the fall, which would add yet another tech giant to a particularly hot trend in mobile. Conversations between Apple and payments-industry companies have heated up in recent months, with several people briefed on the talks saying that Apple executives have discussed launching a mobile wallet as soon as this fall for people to use their iPhones to pay for goods in physical stores. Apple has long been expected to make such a move, but its been cautious so far amid failed efforts by Google and others to enable payments and other transactions by phone. Now, though, the companys plans are coming into greater focus. Apples stock performance Acquisition of BookLamp Apple has acquired BookLamp, a site that used book DNA and computer algorithms to yield better book recommendations. BookLamp had seemingly shut down earlier this year, but Apple confirmed that its acquired the Boise, Idaho-based company. 5. } BUSINESS & TECHNOLOGY INNOVATION REPORT } 5 Cisco IoE Innovation Center Cisco (NASDAQ: CSCO) and Barcelona City Council announced plans to open a Cisco Global IoE Innovation Center in Barcelona. The Innovation Center will provide a platform for research, technological development and new market opportunities related to the Internet of Everything for smart cities. Ciscos stock performance ICT Market Global HD STB Market The Global HD STB market will grow at a CAGR of 2.38 percent over the period 2014-2018. STBs are devices that are connected to televisions at home. They connect a TV to an external signal source and transform the transmitted signal into video content, which is then displayed on the screen. The source may be cable, satellite, broadband, telephone line, or DSL connection. There are primarily two types of STBs, namely SD DTB and HD STB. HD STB has the ability to show both SD and HD channels as well as providing better sound and picture quality and greater viewing experience. HD STBs are further classified into four types: cable, satellite, IPTV, and hybrid STB. HD STBs also provide interactive services such as VOD, video conferencing, high- speed internet television, and/or home networking. Tablet Market Apple and Samsung have lost ground in the tablet computer market as growth cools in the once-hot segment, the research firm IDC said Thursday (July 24). An IDC survey said sales of tablets in the March-June period were 49.3 million, up a modest 11 percent from a year ago but down 1.5 percent from the previous quarter. Apple, which popularised tablets with its iPad, remained the largest single vendor but its market share fell to 26.9 percent from 33 percent last year. IDC's survey showed Apple shipped 13.3 million iPads, above Apple's own report this week showing 12.3 million sold. South Korean Samsung saw essentially flat sales in the period of 8.5 million units, while its market share slipped to 17.2 percent from 18.8 percent a year ago. LCD Monitor Shipments Global LCD monitor shipments in 2014 may drop 5-10% on year due to competition from tablets and notebooks and the tight supply may affect shipments as well. Amid the declining monitor market, vendors are looking to niche markers with value-added, high profit products in order to maintain profits. Higher resolutions and larger sizes are also a focus for vendors, the makers noted. Project Scorpio 2.0 Datacenter Project Taiwan-based server ODMs including Quanta Computer, Wistron and Inventec may obtain orders arising from the beginning of Project Scorpio 2.0, the second version of a project to boost low-cost and highly scalable data center infrastructure jointly by China- based Internet service operators Baidu, Alibaba and Tencent through collaboration with Intel, in September 6. } BUSINESS & TECHNOLOGY INNOVATION REPORT } 6 2014, according to Taiwan-based supply chain makers. Established in 2011 and similar to Facebook's Open Compute Project, Project Scorpio is intended to specify hardware standards on rack modules, network modules, power supply modules, servers, cooling modules of data centers as well as standard centralized operational management, the sources said. Since the release of Project Scorpio 1.0 in 2012, development of standard specification has progressed slowly mainly because Baidu, Alibaba and Tencent have had differing hardware needs and coordination has taken much time, the sources noted. However, development of Project Scorpio 2.0 is expected to proceed faster as the parties concerned have reached a consensus. While Taiwan-based ODMs stand a good chance of landing orders for data center servers, they are expected to face competition from China-based fellow makers in 2-3 years mainly because the China government has been actively helping local industries, the sources indicated. IoT Market The Internet Of Things represents a major departure in the history of the Internet, as connections move beyond computing devices, and begin to power billions of everyday devices, from parking meters to home thermostats. Estimates for Internet of Things or IoT market value are massive, since by definition the IoT will be a diffuse layer of devices, sensors, and computi