Business&Technology Innovation Report W39

1. 2014
BUSINESS & TECHNOLOGY
INNOVATION REPORT
Week 39
Prepared by
Ferhat Ünlükal
9/28/2014

2.  BUSINESS & TECHNOLOGY INNOVATION REPORT
BUSINESS &
TECHNOLOGY
INNOVATION
REPORT
Week 39
Headlines
Consumer Electronics (CE)
 2
 Samsung Electronics will widely
incorporate its Tizen OS in its smart
home-use electronics.
 Sharp said it would grant use of its TV
brand in Europe to Universal Media
Corp (UMC) Slovakia while a sales unit
of Vestel would receive use of its home
appliances brand.
 NVR estimates that total electronics
assembly value was $1.3 trillion in 2013
and will grow to approximately $1.8
trillion in 2018.s
ICT Industry
 Samsung is working with PayPal on a
simple mobile payment function.
 Ericsson announced it has agreed to
acquire a majority stake in Apcera.
 Ayla Networks announced that is has
obtained a license to serve as an
Internet Content Provider (ICP) in
China.
 Wireless M2M market to account for
$196 Billion in revenue by the end of
2020.
 Taiwan's information and
communication technology sector is
expected to reach the scale of NT$2.8
trillion (US$92.6 billion).
 Fewer than 1 million smart watches will
have sold by the end of 2014, but this
is expected to leap to 13.6 million sales
in 2015.
 The global Ed Tech market is estimated
to grow from $31.31 Billion to $59.90
Billion in 2018.
The Global HD Voice Market to grow
from $815.5 Million in 2014 to $2,296.6
Million in 2019.
 The passenger car security systems
market in terms of value is projected to
grow $11.5 Billion by 2019.
 Worldwide revenue from smart waste
technologies is expected to total more
than $42 billion from 2014-2023.
Flat Panel Industry
 Taiwan panel makers will continue to
focus on production of a-Si panels.
 The global proportion of small- to
medium-size TFT LCD production
capacity from China is expected to
increase to 35% as of 2017.
Semiconductor Industry
 Broadcom has announced that they are
sampling quantities of their new
Tomahawk chip.
 Intel has invested $1.5 billion
in Tsinghua Unigroup.
 LG Group chairman Koo Bon-moo was
reportedly in talks with Tata Motors.
 WSN markets will reach $102 billion up
from $18.2 billion in 2012.
Service Industry
 Vodafone has partnered with Dresden
University of Technology to research
and develop 5G technology.
 Telefonica SA agreed to buy Vivendi
SA’s Brazilian broadband unit GVT.
Healthcare and Hospitality Industry
 Digital healthcare, is expected to
double in the United States over the
next three years, growing from $3.5
billion in 2014 to $6.5 billion by the end
of 2017.

3.  BUSINESS & TECHNOLOGY INNOVATION REPORT
 3
Retail and Payment Industry
 VeriFone announced that its UX
Solutions series of unattended payment
devices has achieved an industry-first
certification.
 VeriFone and Vantiv, Inc. won The
BankerTechnology Project of the Year
2014 award in the Risk Management
category.
 Ingenico Group announces that Elavon
will rely on its EMV-ready payment
solutions to power two key Elavon
initiatives.
 Visa announced that it will strengthen
its technology resources by creating
2,000 full-time technologist positions.
Consumer Electronics (CE)
Samsung
Tizen OS in home use electronics
 Samsung Electronics will widely
incorporate its Tizen OS in its smart
home-use electronics and LCD TVs in
2015, in an attempt to boost the
penetration of Tizen using its leading
global market status, and to set up a
platform for developing the Internet of
Things, according to Taiwan-based
supply chain makers.
 The Korea-based vendor has already
integrated Tizen into its wearable
products.
 At CES 2015, which will be hosted from
January 6-9, Samsung CEO Boo-Keun
Yoon is set to provide a keynote about
the development of Internet of Things
and connections between devices, and
will also discuss its smart home
electronics and applications, showing
the company's aggressiveness about
the industry in 2015.
 Since the mobile device industry has
been dominated by iOS and Android,
Samsung's Tizen was not able to
achieve much results and therefore the
vendor has turned to push the platform
into the IoT industry.
Samsung’s stock performance

4.  BUSINESS & TECHNOLOGY INNOVATION REPORT
Sharp
Using Sharp brand by Vestel
 4
 Japan's Sharp Corp <6753.T> said that
it would seek 300 job cuts in Europe
and pursue cooperative ties in
household electronics with two
companies in the region in a renewed
round of restructuring of its European
operations.
 The electronics maker said it would
grant use of its TV brand in Europe to
Universal Media Corp (UMC) Slovakia
while a sales unit of Turkish electronics
firm Vestel Elektronik Sanayi ve Ticaret
AS would receive use of its home
appliances brand.
 Sharp also said it was in talks with UMC
about transferring its Polish TV factory
to the Slovakia firm.
 Sharp said it would book a 6.4 billion
yen ($58.7 million) special loss related
to the moves in the second quarter. It
expects no change to its full-year profit
forecasts.
 Sharp has been cutting costs and
exiting unprofitable operations since it
suffered a massive 545 billion yen net
loss in the year ended March 2013. In
July, Sharp pulled out of solar panel
production in Europe.
Sharp’s stock performance
CE Market
Electronics Assesmbly Market
 NVR estimates that total electronics
assembly value was $1.3 trillion in 2013
and will grow to approximately $1.8
trillion in 2018 - a 5.9 percent
compounded annual growth rate.
Fueled by the demand for EMS
services, NVR believes that the EMS
industry will grow from $440 billion in
2013 to $639 billion in 2018 -
approximately at a 7.7 percent CAGR.

5.  BUSINESS & TECHNOLOGY INNOVATION REPORT
 5
ICT Industry
Samsung
Cooperation with Paypal
 Samsung is planning yet another
smartwatch to sit alongside the six it
has already launched over the past 12
months. However, while its past efforts
have been focused on fitness or
replacing reliance on smartphones, this
one wants to be a replacement for
consumers' wallets.
 According to Business Korea, Samsung
is working with PayPal on a simple
mobile payment function that will be
integrated into its next smartwatch.
 A high-ranking, though unnamed
Samsung official told the publication:
"We are currently developing the
smartwatch equipped with fingerprint
identification technology and relevant
solutions through cooperation with
PayPal, the world's most renowned
financial transaction service company,
as well as Synaptics, a global company
specialized in biometric verification."
Ericsson
Acquisition of Apcera
 Ericsson (ERIC) announced it has
agreed to acquire a majority stake in
Apcera, a U.S.-based enterprise
services company and creator of the
next-generation platform as-a-service
(PaaS) called Continuum(TM) which
works across cloud, on premise and
hybrid environments. In addition,
Ericsson commits to significant funding
toward development of next-generation
technology as well as sales
channel and ecosystem creation.
Ericsson’s stock performance
Ayla Networks
ICP in China for IoT
 Ayla Networks, a leading provider of
Agile Internet of Things (IoT)
platforms, announced that is has
obtained a license to serve as an
Internet Content Provider (ICP) in the
People's Republic of China, a significant
milestone that will permit Ayla to
collaborate with manufacturers, web
sites, social networks and others to
build a nationwide framework for IoT in
one of the fastest growing markets in
the world.
ICT Market
M2M Market
 The Wireless M2M & IoT Bible: 2014 -
2020 - Opportunities, Challenges,
Strategies, Industry Verticals and
Forecasts research forecasts the
wireless M2M market to account for
$196 Billion in revenue by the end of
2020, following a CAGR of 21% during
the six year period between 2014 and
2020. This research also indicates that
the installed base of LTE powered
wireless M2M connections will reach
nearly 210 Million by the end of 2020.
Eyeing this lucrative opportunity,
vendors and service providers across
the highly fragmented M2M value chain
have become increasing innovative in
their strategies and technology

6.  BUSINESS & TECHNOLOGY INNOVATION REPORT
 6
offerings which have given rise to a
number of submarkets such as M2M
network security, Connected Device
Platforms (CDP) and M2M application
platforms.
Taiwan ICT Market
 According to the MIC, revenues across
Taiwan's information and
communication technology sector,
including exports of modules is
expected to reach the scale of NT$2.8
trillion (US$92.6 billion), gaining 9.9
per cent year-on-year and exceed the
anticipated global average growth rate
of 7.9 per cent.
 In addition, following the launching of
the 4G mobile broadband network in
Taiwan, expected sales of smartphones
is expected to surge by 12.7 per cent
and reach around 292 million units in
2015.
Smart Watches Market
 Fewer than 1 million smart watches will
have sold by the end of 2014, but this
is expected to leap to 13.6 million sales
in 2015, as Apple drives the
market. Device manufacturers cannot
afford to miss the wearables
opportunity: 758 million smart
wearable devices will be sold worldwide
in the next 7 years, and device revenue
will grow at a CAGR of 50% to reach
USD22.9 billion in 2020. However, the
market is still in its infancy and it will
take until 2020 for wearable devices to
reach the level of yearly unit sales that
tablets achieved in 2013.
The Internet of Nano Things
 The Internet of Nano Things (IoNT) is
expected to grow from $4.26 billion in
2016 to $9.69 billion by 2020, at an
estimated Compound Annual Growth
Rate (CAGR) of 22.81% from 2016 to
2020.
Global Education Technology Market
 The global Ed Tech market is estimated
to grow from $31.31 Billion to $59.90
Billion in 2018. This represents a
Compound Annual Growth rate (CAGR)
of 13.9%. In the current scenario,
educational cloud is expected to be the
largest adaptor for technologies used in
the education sector. In terms of
regions, North America is poised to be
the biggest market for Ed Tech.
However, over the next five years,
Asia-Pacific (APAC) is set to experience
increased market traction, to become
the biggest Ed Tech market globally.
Global HD Voice Market
 MarketsandMarkets forecasts the Global
HD Voice Market to grow from $815.5
Million in 2014 to $2,296.6 Million in
2019, at a Compound Annual Growth
Rate (CAGR) of 23.0% during the
forecast period. North America is
expected to be the largest market in
terms of market size, while Europe and
Asia-Pacific are expected to experience
an increase in market traction during
the forecasted period.
Passenger Car Security Systems
 The passenger car security systems
market in terms of value is projected to
grow $11.5 Billion by 2019, at steady
CAGR of 3.89% between 2014 and
2019.
Smart Waste Market
 According to a recent report
from Navigant Research, cumulative
worldwide revenue from smart waste
technologies is expected to total more
than $42 billion from 2014-2023.

7.  BUSINESS & TECHNOLOGY INNOVATION REPORT
 7
Flat Panel Industry
Flat Panel Market
Focused on A-Si Panel production
 Taiwan panel makers will continue to
focus on production of a-Si panels for
use in handsets to compete in the high-end
smartphone panel segment,
according to Digitimes Research.
Small to Medium size LCD in China
 The global proportion of small- to
medium-size TFT LCD production
capacity from China is expected to
increase to 35% as of 2017, up from
15.5% in 2011, according to Digitimes
Research. In terms of large-size TFT
LCD applications, China's global share
will increase from 5.3% in 2011 to
25.5% in 2017.
 The statistics include production from
both China-based makers and
international makers who have facilities
in China.
 China-based makers will be responsible
for 33% and 17% of the global
shipments of small- to medium-size and
large-size LCD panels, respectively, in
2017. Their shipments to the two
segments are expected to reach 130
million and 970 million units in 2017,
up 51% and 54% respectively
compared to 2013.
 BOE will hold the largest flat panel
display spot in China from 2014-2017,
holding 38% of all revenues produced
from panel makers in China in 2017.
That percentage is expected to exceed
40% in 2018 following the company's
developments of high-end
technologies, including LTPS TFT LCD,
AMOLED and Oxide TFT LCD.
 Digitimes Research also believes China
makers will hold a 17.4% revenue
proportion in the global TFT LCD
industry in 2017, up from 11.4% in
2013.
Semiconductor Industry
Broadcom
New Tomahawk Chip
 Broadcom has announced that they are
sampling quantities of their new
Tomahawk chip in the just released
StrataXGS Tomahawk series of
switches.
 The new Broadcom BCM56960 chip,
with over 7 billion transistors, can
support 32 ports of 100GE, 64 ports of
40GE/50GE or 128 ports of 25GE on a
single chip.
 With this 3.2 Tbits of bandwidth the
new ASIC offers more than 2.5 times
the bandwidth of the two-year-old
Trident generation of chips from
Broadcom.
Broadcom’s stock performance
Intel
Investment in Tsinghua Unigroup
 Intel has invested $1.5 billion
in Tsinghua Unigroup, a state-owned
holding company that operates two
Chinese chip manufacturers, as part of
a plan to accelerate the adoption of
Intel’s own chips in the Chinese
market.
 The world’s biggest chip maker said it
would take a 20 percent stake of
Tsinghua Unigroup, the owner
of Spreadtrum
Communications and RDA
Microelectronics. The deal is subject to

8.  BUSINESS & TECHNOLOGY INNOVATION REPORT
 8
regulatory approvals and other closing
conditions.
 Intel said the goal of the agreements is
to expand the adoption of Intel-based
mobile devices in China. The Chinese
companies will jointly develop mobile
phone technologies based on Intel
architecture. Intel has set a goal of
selling 40 million Intel-based tablet and
smartphone chips in 2014, and it no
doubt plans to increase that in 2015.
This deal is one way that the company
is going to accomplish that. In other
words, it is buying market share.
Intel’s stock performance
LG
Cooperation with Tata Group
 LG Group chairman Koo Bon-moo was
reportedly in talks with Tata Motors
chairman Cyrus Pallonji Mistry on
supplying vehicle components, industry
sources said.
 According to LG, Koo and Mistry met in
late August, when the latter visited
South Korea with top executives in the
vehicle business. LG vice chairman Koo
Bon-joon and Lee Woo-jong, head of
the vehicle components department,
accompanied chairman Koo at the
meeting after giving the Tata
delegation a tour around the LG
campus in Incheon.
 “The meeting was arranged on Tata’s
request. Our chairman is believed to
have introduced the group’s overall
vehicle component business in Korea
and India,” an LG spokesman told The
Korea Herald.
 Car components have become a next-generation
business for LG since June
2013, when the business group merged
all relative units into the VC division.
 But what draws more attention from
market experts is LG and Tata’s
possible collaboration on the electric
vehicle production. LG is regarded as
one of the global powerhouse in EV
batteries, camera modules and motors
while Tata is known to be devoted to
mid-to-small EV development as a
means to edge out its market
competitor and India’s largest carmaker
Mahindra.
LG’s stock performance
Semiconductor Market
WSN Market
 In 2018, global annual revenues--
including equipment and services-- for
WSN markets will reach $102 billion up
from $18.2 billion in 2012. New WSN
markets—where wiring is not feasible—
will make up the majority of the
revenues at this time. The smart home
will make up over half of the shipments
in 2018 but commercial, industrial and
municipal WSNs continue to accelerate
and are projected to grow by a 38%
compound annual growth rate (CAGR)
over the projection period.

9.  BUSINESS & TECHNOLOGY INNOVATION REPORT
 9
Service Industry
Vodafone
Partnered with Dresden for 5G Technology
 Telecoms giant Vodafone has partnered
with Dresden University of Technology
to research and develop 5G technology.
The two will work together to explore
the capabilities of 5G and establish
technical guidelines for its
development.
 The FTSE 100 company said the
partnership was part of its global
programme focused on researching the
next generation of wireless
technologies with universities,
technology companies and industry
groups around the world.
Vodafone’s stock performance
Telefonica
Acquisition of Vivendi’s Brazilian Broadband
 Telefonica SA agreed to buy Vivendi
SA’s Brazilian broadband unit GVT for
about €7bn (approximately £5.5bn) to
increase its challenge to competitors
including billionaire Carlos Slim’s
America Movil SAB.
Telefonica’s stock performance
Healthcare & Hospitality Industry
Healthcare & Hospitality Market
Digital Healthcare Market
 Driven by evolving consumer
expectations, start-up funding for
digital healthcare, such as telehealth or
wearable technology, is expected to
double in the United States over the
next three years, growing from $3.5
billion in 2014 to $6.5 billion by the end
of 2017, according to
new researchby Accenture.

10.  BUSINESS & TECHNOLOGY INNOVATION REPORT
Retail and Payment Industry
Verifone
Unattended Payment Terminal
 VeriFone Systems, Inc. (PAY),
 10
announced that its UX Solutions series
of unattended payment devices has
achieved an industry-first certification
to Canada’s first and only contactless
debit payment solution,
the Interac Flash 1.5 contactless
payment specifications. MSC, a
VeriFone distribution partner that
provides solutions for the entire
unattended market in Canada and the
U.S., has selected devices within the
UX series to support its next-generation
EMV capable, PCI compliant
unattended payments solution which
will include support for Interac Flash
transactions.
Verifone’s stock performance
The Banker Technology Project Award
 VeriFone Systems, Inc. (PAY)
and Vantiv, Inc. (VNTV)—a leading
provider of payment processing
services and related technology
solutions for merchants and financial
institutions of all sizes—won The
BankerTechnology Project of the Year
2014 award in the Risk Management
category for their industry-leading,
multi-layered approach to reducing
cardholder data security risk using end-to-
end encryption.
Ingenico
Cooperation with Elavon
 Ingenico Group
(Euronext:FR0000125346- ING), the
global leader in seamless payment,
announces that Elavon will rely on its
EMV-ready payment solutions to power
two key Elavon initiatives in the United
States.
 Elavon has worked with Ingenico Group
to build EMV-enabled payment
solutions in Europe, as well as in
Canada and Latin America. Based on its
demonstrated ability to deliver
consistently high quality infrastructure
and support, Elavon has now selected
Ingenico Group to be a key partner in
supporting its migration to EMV-based
payment processing infrastructures in
the U.S. In addition, it has chosen
Ingenico Group to run Fanfare, Elavon's
omni-channel marketing and customer
loyalty program for small-to-medium
size U.S. customers
Ingenico’s stock performance
Visa
New Technology Center in India
 Visa Inc. (NYSE:V), the global leader in
payments, announced that it will
strengthen its technology resources by
creating 2,000 full-time technologist
positions. These positions will be a
combination of new roles and existing
contractor positions that are being
converted to full-time positions. Visa
also plans to open a new technology

11.  BUSINESS & TECHNOLOGY INNOVATION REPORT
 11
center in India. The combination of
these initiatives will help accelerate the
shift to electronic payments and drive
innovation in mobile and digital
platforms.
 Visa plans to recruit professional
technologists, many in specialized
areas, to enhance its teams in India,
Singapore and four U.S. locations.
Recruitment efforts, which are currently
underway and will continue through
2017, will focus on a range of
technology needs spanning data
scientists, engineers, platform
architects and mobile developers.
Visa ’s stock performance
References
Flipboard
 if you want to reach the details of the
news in the report, you can follow the
recent report on web via
https://flipboard.com/profile/ferhatunlu
kal and/or download flipboard
application from Apple store, Google
Play, Windows Store and Blackberry
World and reach all reports and details
on your smart mobile devices.