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W43 44 45_oct_nov2014

Business&Technology Innovation Report W43/44/45

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W43 44 45_oct_nov2014

  1. 1. 2014 BUSINESS & TECHNOLOGY INNOVATION REPORT Week 43/44/45 Prepared by Ferhat Ünlükal 11/09/2014
  2. 2. ! BUSINESS & TECHNOLOGY INNOVATION REPORT BUSINESS & TECHNOLOGY INNOVATION REPORT Week 43/44/45 Headlines Consumer Electronics (CE) • Samsung announced that it acquired ! 2 Proximal Data. • Panasonic Corp. plans to sell subsidiary Sanyo's North American television set business to Funai Electric. • TV vendors aim to ship 34 million Ultra HD TVs in 2015. • OLED TV pricing is expected to remain double that of Ultra HD TVs through 2016. • The public flat panel display market is expected to grow 14% in 2014 and 27% in 2015 • Global curved televisions could grow at a tremendous CAGR of 96.7% between 2013 and 2019. • Samsung Electronics Co. and LG Electronics Inc. are expected to sell a combined 81.5 million liquid crystal display (LCD) TVs this year, taking up about 38% of the global market. • Taiwan makers' shipments of LCD TVs are expected to reach 19.69 million during the second half of 2014. ICT • LG smartphones usually have used third-party processors, but the company has become its own chip supplier, announcing the LG Nuclun. • Chinese mobile phone manufacturer Xiaomi will invest $1 billion in TV and video content. • The amount of traffic flowing through the world’s data centers is set to treble in the next four years. • Foxconn is looking a closer look at the Philippines. • The server joint venture set up by Hewlett-Packard (HP) and Foxconn Electronics has begun to exercise its muscle to solicit data-center server orders from Microsoft, Facebook and Amazon. • Foxconn is considering investing in a new factory. • The AllSeen Alliance announced that nine new companies have joined the initiative. • Connected-home device shipments will grow at a compound annual rate of 67% over the next five years. • Global shipments of tablets in the third quarter of 2014 rebounded to quarterly growth thanks to inventory preparation for the traditional high season. Shipments reached 63.4 million units. • Home Automation market was valued at US$3.6 billion in 2012 and is expected to reach US$16.4 billion by 2019, growing at a CAGR of 24.6% from 2013 to 2019. • With global shipments of LCD monitors expected to drop from 136 million in 2014 to 132 million in 2015 and further to 128 million units in 2017. • Fleet Management Market will grow from $12.56 billion in 2014 to $35.35 billion by 2019 Flat Panel Industry • LG said it will supplement its line-up of next-generation TVs with sets using cheaper quantum dot display technology. • AUO has plans to allocate capital in 2015 to expanding production at 8.5G facilities for TV panel applications. • Innolux is rumored to have issues acquiring a syndicated loan for NT$60 billion (US$1.97 billion).
  3. 3. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 3 • Semiconductor Energy Laboratory (SEL), demonstrated a display that can be folded in three. • The global proportion of small- to medium-size TFT LCD production capacity from China is expected to increase to 35% as of 2017. • Pricing for 32-inch open cell TV panels has increased US$1 to US$91. • Ultra HD TV panel shipments meanwhile are expected to reach 17.83 million units in 2014. • Taiwan makers' shipments of large-size TFT LCD panels sized 9-inch and above reached 67.92 million in the third quarter of 2014. • Asia Pasific Flexible display market was valued at $152.7 million in 2013, and is expected to reach $864.3 million by 2018, at a CAGR of 41.4 % from 2013 to 2018. • European Flexible display market was valued at $226.4 million in 2013, and is expected to reach $945.6 million by 2018, at a CAGR of 33.1% from 2013 to 2018. Semiconductor Industry • Texas Instruments (TI) (TXN) announced the WiLink™ 8 combo connectivity modules. • Broadcom introduced advanced G.fast capabilities for its BCM63138 gateway SoC. • NXP is opening up the large field of automotive-based NFC applications. • SiTime Corporation announced that it has signed a definitive agreement under which MegaChips Corporation will acquire SiTime for $200 million in cash. • Worldwide sales of semiconductors reached $87 billion during the third quarter of 2014. • Consideration of DSL and G.fast chips market forecasts indicates that markets at $939 million will reach $4.7 billion by 2020. • Worldwide market revenue for sensors used in mobile handsets and media tablets will rise to $6.5 billion in 2018. • The Asia Pasific Sensor market was valued at $392.8 million in 2013, and is expected to reach $3,065.5 million by 2018, at a CAGR of 50.8% from 2013 to 2018. • The market size of the magnetic field sensors market is expected to grow from the $1.6 Billion that it accounted for in 2013 to $2.9 Billion by 2020. • The Global 3D IC market to grow at a CAGR of 18.4% over the period 2013- 2018. Software Industry • Google will create a hardware store in which users can buy and sell Lego-like hardware modules for the customizable Project Ara smartphone. • Google Inc. (GOOG) added home-automation device maker Revolv Inc. Service Industry • The worldwide Pay TV market is expected to surpass 920 million subscribers by the end of 2014. Retail and Payment Industry • Verifone recently announced the global availability of its secure commerce architecture. • Verifone announced recently that its complete Payment as a Service solution has been selected by Turkish Airlines. • ROAM launched today the latest version of its mobile point of sale (mPOS) application, ROAMpay X5. • Ingenico Group unveiled its new comprehensive global offer, Telium Tetra. • Apple CEO Tim Cook said Apple's new mobile payment system had over 1 million activations in the first three days. • Worldline announces its reseller partnership with Powa Technologies. • Casio America, Inc., a leading point-of-sale (POS) system supplier, announced its partnership with MicroSale.
  4. 4. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 4 • Poynt said it signed two of the largest payment processors. • MasterCard Inc. (MA) announced a pact with Transaction Network Services (:TNS) to acquire the latter’s Payment Gateway Services business. • First Data unveils Clover™ Mobile, a powerful new mobile point-of-sale (POS) business solution that brings new flexibility and versatility to the Clover family. • On Track Innovations Ltd. (oti) and Cantaloupe Systems, Inc., have confirmed oti's NFC contactless Saturn 6500 readers integrated in Cantaloupe's Seed Cashless. Energy Industry • The annual smart bulb shipments are set to increase to 223 million by 2020, achieving a total installed base of over 400 million. Consumer Electronics (CE) Samsung Acquisition of Proximal Data • Samsung Electronics Co. Ltd., a world leader in advanced semiconductor solutions, announced that it acquired Proximal Data, Inc., a San Diego, California-based pioneer of server-side caching software with I/O intelligence that work within virtualized systems. Panasonic Selling Sanyo’s North American TV Business • Japanese consumer electronics giant Panasonic Corp. (PCRFY.PK, PCRFF.PK) plans to sell subsidiary Sanyo's North American television set business to Funai Electric, Nikkei reported citing people familiar with matter. • Panasonic and Funai Electric are expected to agree on the value of the deal by the end of this year, after discussing specific terms. The sale of the unit will likely be completed by the end of March, the paper said. • Sanyo is struggling in North America because of fierce price competition from Chinese rivals. CE Market UltraHD TV • TV vendors aim to ship 34 million Ultra HD TVs in 2015, up 120% on year, according to supply chain sources. • China is expected to be the largest market during the year and demand for sizes 50-inch and above is expected to continue climbing. • Vendors will continue to pursue wide color gamut technology that provides viewing experiences on par with OLED, the makers said. • Meanwhile, Digitimes Research noted that Skyworth has increased its sales proportion of Ultra HD TVs in the China market from 12% in May 2014 to 15%
  5. 5. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 5 in September, and also held a 27% proportion during the October 1 period. OLED TV • OLED TV pricing is expected to remain double that of Ultra HD TVs through 2016, which will influence the 120% on-year expected growth in Ultra HD TV shipments in 2015, according to Digitimes Research. • More than half of the Ultra HD TVs shipped throughout 2016 are expected to go to the China market where low-priced units will drive most of the demand. • Ultra HD TV panel shipments meanwhile are expected to reach 17.83 million units in 2014, up 475% on year, according to Digitimes Research. • The average of panel sizes shipped in 2014 are estimated at 50.8-inch of Ultra HD TV and 39.8-inch for LCD TV. Public Flat Panel Display • The global large-screen public flat-panel display (FPD) market is rebounding after declines in 2012 and flat growth in 2013. According to DisplaySearch, the market is expected to grow 14% in 2014 and 27% in 2015, as economies gradually recover from the global economic downturn. Curved Televisions • "Curved Televisions Market (By Screen Size - Large-sized Curved Televisions, Mid-sized Curved Televisions and Small-sized Curved Televisions) - Global Industry Analysis, Size, Share, Growth, Trends and Forecast, 2013 - 2019", states that global curved televisions could grow at a tremendous CAGR of 96.7% between 2013 and 2019, and the market is poised to be worth US$ 8.4 billionby 2019. This market valued mere US$ 0.14 billion in 2013. An innovative design and enhanced features of curved television sets are the major factors driving their global demand from residential as well as commercial sectors. South Korean Players • South Korean tech giants Samsung Electronics Co. and LG Electronics Inc. are expected to sell a combined 81.5 million liquid crystal display (LCD) TVs this year, taking up about 38% of the global market, a market tracker said Sunday. • Samsung, also the world's largest smartphone maker, will likely ship 48 million units of LCD TVS this year worldwide, up 11% from the previous year, South Korean News Agency (Yonhap) reported Display Search as saying. • LG, Samsung's domestic rival, is forecast to sell 33.5 million LCD TVs in the global market in 2015, up 15% from a year earlier. • The combined market share of Samsung and LG, the top two global sellers of LCD TVs, is likely to reach 37.5% this year, compared with 34.8% last year, Display Search said. • Their share of the global LCD TV market has been on the rise in recent years with the figure coming to 30% in 2010, 30.8% in 2011 and 33.2% in 2012. • Display Search said Samsung and LG have raised their LCD TV sales targets this year amid strong shipments of some models. • TCL of China will likely become the world's third-largest vendor of LCD TVs this year with 14.3 million units, followed by Sony of Japan with 12.5 million units, Display Search said. • In terms of revenue, the two companies are expected to chalk up a combined LCD TV market share of more than 45% this year, it added. • A total of 217 million LCD TVS are expected to be sold across the world this year, up about 5% from the previous year, according to Display Search.
  6. 6. ! BUSINESS & TECHNOLOGY INNOVATION REPORT Taiwan Makers LCD TV shipments • Taiwan makers' shipments of LCD TVs ! 6 are expected to reach 19.69 million during the second half of 2014, up 6.4% on year, according to Digitimes Research. • Shipments reached 8.72 million in the second quarter of the year, up 15.7% from 7.53 million in the first quarter. During the second quarter 45.1% of shipments went to North America while 26.1% went to vendors in Asia. TVs sized 50-inch and above accounted for 16.9% of the makers' shipments while that for 32-inch units dropped below 30%, indicating increasing demand for larger-size TVs, said Digitimes Research. • TPV, Foxconn Electronics and Wistron were the leading makers in the second quarter, with Wistron increasing shipements to Vizio and to Xiaomi. Compal meanwhile expected strong shipments to Toshiba and Amtran decreased shipments to Vizio. • Moving into the second half of the year, the Taiwan makers can expect to see sequential growth of 10% and 5.3% in the third and fourth quarters respectively. Nearly 20% of shipments will be for 50-inch and larger sizes and vendors in Europe and North America will make up about a 25% customer proportion. TPV will hold a 48% share in the second half while the three main makers will hold a 79.4% share. • For 2014, Digitimes Research expects LCD TV shipments from OEMs to reach 47.05 million globally. Taiwan makers will account for 35.93 million, up 5.1% on year. ICT Industry LG Own Designed Smartphone Chip • LG smartphones usually have used third-party processors, mostly from Qualcomm, but the company has become its own chip supplier, announcing the LG Nuclun, an eight-core ARM processor. • The Nuclun makes its debut in LG's new G3 Screen phablet and will likely appear in other devices as well. LG has made no official statement but given the engineering that went into this chip they aren't going to use it in just one device, although they picked the right device to start. • The LG G3 Screen is a 5.9-inch phablet exclusive to Korea with a full HD display and a 13 megapixel rear camera with optical image stabilization. For a chip like this, a phablet makes sense, since they are often laptop replacements. Xiaomi Investment in TV and video content • Chinese mobile phone manufacturer Xiaomi will invest $1 billion in TV and video content and has hired Chen Tong, a leading Internet executive from the online firm Sina, to oversee the fund. Cisco Datacenter Traffic • The amount of traffic flowing through the world’s data centers is set to treble in the next four years, with the vast majority of this (76 percent) will being cloud-based traffic, says Cisco Systems Inc. in its annual Cloud Index study. • Cisco forecasts strong growth in the amount of cloud traffic, cloud storage and cloud workloads, with private cloud use being significantly larger than that of public cloud. As for overall data
  7. 7. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 7 center traffic, this will grow to some 8.6 zettabytes a year in 2018, up from 3.1 zettabytes in 2013, amounting to 23 percent annual growth. To get an idea of the sheer amount of data, Cisco says 8.6 zettabytes is roughly equivalent to streaming all of the movies and TV shows ever made in 4K resolution over 250,000 times. • Cisco says increased Internet access and consumer cloud usage will be two of the main factors contributing to this growth. According to the United Nations, the world’s population will reach 7.6 billion by 2018, and 50 percent will have Internet access at home, with half of those also using personal cloud services. Foxconn Investment potential in Philippines • Foxconn Technology Group, the world’s largest computer manufacturer and supplier to Apple Inc., is looking a closer look at the Philippines as company officials visited various economic zones in the country. • Amadeo R. Perez Jr., chairman of the Manila Economic and Cultural Office (MECO), told reporters that Foxconn officials came over three months ago and were brought to various ecozones, including the country’s Freeport zones Subic and Clark, and Calabarzon areas such as Batangas, Laguna and Cavite. Server JV with HP • The server joint venture set up by Hewlett-Packard (HP) and Foxconn Electronics has begun to exercise its muscle to solicit data-center server orders from Microsoft, Facebook and Amazon, a trend which will intensify competition in the server segment in 2015, according to industry sources. • HP and Foxconn signed the non-equity joint venture agreement in May 2014, aiming to optimize their expertise and technologies related to cloud computing to respond promptly to client needs for ever-changing cloud solutions, according to sources at Foxconn. • Meanwhile, HP's decision to separate its hardware and software business and the fast-growing cloud services and data center business have prompted HP to step into the data-center server sector, said the industry sources. • The HP-Foxconn joint venture is expected to affect operations of brand vendors such as Dell, white-box server suppliers Quanta Computer and Wiwynn (Wistron), as well as ODMs such as Inventec and Mitac International, said the sources. Investment in a new factory • Foxconn, the major manufacturer that assembles computing devices for companies like Apple and Microsoft, is considering investing in a new factory, a report claims. • Foxconn and Zhengzhou government officials in north central China are in preliminary talks over the possibility of investing in a major factory that would focus solely on the manufacturing of displays, the Wall Street Journal reported Thursday, citing people who claim to have knowledge of the talks. The total investment could reach as high as $5.7 billion, which would make it the largest in Foxconn's history. AllSeen Alliance New Members • The AllSeen Alliance, a cross-industry collaboration to advance the Internet of Everything through an open source software project, announced that nine new companies have joined the initiative -- dog hunter, FengLian, ForgeRock®, INSTEON, MobilityLab, NETGEAR, Organic Response, Quanta Computer and VeriSign, Inc. With the
  8. 8. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 8 addition of these new members the Alliance totals 80 companies and 12 sponsored members. ICT Market Connected Home Device Shipments • Connected-home device shipments will grow at a compound annual rate of 67% over the next five years, much faster than smartphone or tablet device growth, and hit 1.8 billion units shipped in 2019, according to BI Intelligence estimates. Connected-home devices include all smart appliances (washers, dryers, refrigerators, etc.), safety and security systems (internet-connected sensors, monitors, cameras, and alarm systems), and energy equipment like smart thermostats and smart lighting. • The connected-home category will make up about 25% of shipments within the broader Internet of Things category this year, but that share will increase gradually to roughly 27% in 2019 based on our forecast, as growth in other IoT areas picks up. • Connected-home device sales will drive over $61 billion in revenue this year. That number will climb at a 52% compound annual growth rate to reach $490 billion in 2019. Tablet Shipments Market • Global shipments of tablets in the third quarter of 2014 rebounded to quarterly growth thanks to inventory preparation for the traditional high season. Shipments reached 63.4 million units, up only 1% from the same period last year according to estimates from Digitimes Research. The tablet market matured earlier than expected with the iPad and white-box tablets both failing to show significant shipment growth. Total third quarter iPad shipments were merely 15 million units, up 6.4% on quarter. Home Automation Market • Transparency Market Research published a new report titled "Home Automation Market (Lighting, Safety and Security, Entertainment, HVAC, Energy Management) - Global Industry Analysis, Size, Share, Growth, Trends, and Forecast, 2013 - 2019", which is an extensive research study on the home automation and controls market. The report specifically analyzes the security control, access control, lighting control, HVAC control, outdoor control, entertainment control, and standards, data distribution, and other communication protocols. According to this report, the market was valued at US$3.6 billion in 2012 and is expected to reach US$16.4 billion by 2019, growing at a CAGR of 24.6% from 2013 to 2019. LCD Monitor Market • With global shipments of LCD monitors expected to drop from 136 million in 2014 to 132 million in 2015 and further to 128 million units in 2017, LCD monitor vendors are aiming to maintain their profits by producing larger-size, high-end units with a higher profit margin, including 27-, 28- and 32-inch units with Ultra HD resolution.
  9. 9. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 9 Fleet Management Market • Fleet Management Market will grow from $12.56 billion in 2014 to $35.35 billion by 2019, at an estimated Compound Annual Growth Rate (CAGR) of 24.0% from 2014 to 2019. Flat Panel Industry LG Dot Display TV • LG Electronics Inc <066570.KS>, maker of expensive OLED display televisions, said it will supplement its line-up of next-generation TVs with sets using cheaper quantum dot display technology under a dual-track strategy. • The world's No.2 television maker after domestic rival Samsung Electronics Co Ltd, South Korea-based LG has been pushing OLED TVs as the next generation technology in concert with affiliate LG Display Co Ltd • "We are pursuing a dual-track strategy with quantum dot and OLED," LG Electronics Chief Financial Officer Jung Do-hyun told analysts on Wednesday. • Speculation that LG and Samsung would launch quantum dot televisions has intensified after Dow Chemical Co said it will build a new quantum dot plant in South Korea. Commercial production at the plant is expected to begin in the first half of 2015. AUO 8.5G Facility • AU Optronics (AUO) has plans to allocate capital in 2015 to expanding production at 8.5G facilities for TV panel applications, according to industry sources. • Part of AUO's capex budget of NT$21.36 billion (US$700.5 million) passed by the company's board recently will be used to expand production capacity on 8.5G facilities by about 10,000 substrates a month from 50,000 to 60,000 in the second half of 2015. • The 8.5G line currently produces mostly 55-, 43- and 21.5-inch panels, the sources said.
  10. 10. ! BUSINESS & TECHNOLOGY INNOVATION REPORT • AUO witnessed shortages to certain ! 10 customers for some TV panel sizes during 2014, and the capex will allow AUO to expand production on relevant 8.5G facilities to meet expected demand in 2015, the sources added. Innolux Acquriring a syndicated loan • Innolux is rumored to have issues acquiring a syndicated loan for NT$60 billion (US$1.97 billion) recently because of debt issues of its ex-affiliate Chi Mei Lighting Technology, which declared bankruptcy in 2013. However, Innolux refuted the rumor and said the loan is still processing smoothly. • Innolux said that creditor banks have taken over Chi Mei following the firm's announcement of bankruptcy. The Bank of Taiwan is in charge of its syndicated loans application and the loans are not affected by the bankruptcy, added Innolux. SEL Folding Display • Semiconductor Energy Laboratory (SEL), demonstrated a display that can be folded in three. Flat Panel Market Small to Medium size LCD Production 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. Open Cell TV Panels • Pricing for 32-inch open cell TV panels has increased US$1 to US$91 during the latter part of October while that for 42-inch 60Hz open cell units also increased US$1 to US$140. • Shortages for TV panels sized 32- and 39.5-inch are expected to remain throughout the end of October driven by strong demand from vendors. • In terms of monitor panels, sizes 19- and 19.5-inch are expected to increase US$0.10-0.40 due to steady demand in the commercial segment, according to DisplaySearch. • Meanwhile, industry sources recently noted that TV vendors are putting in increased orders for 43-, 48- and 49- inch Ultra HD TV panels in order to compete against 50-inch units. Ultra HD TV Panel Shipments • Ultra HD TV panel shipments meanwhile are expected to reach 17.83 million units in 2014, up 475% on year, according to Digitimes Research. • The average of panel sizes shipped in 2014 are estimated at 50.8-inch of Ultra HD TV and 39.8-inch for LCD TV. Large Size Panel Shipments in Taiwan • Taiwan makers' shipments of large-size TFT LCD panels sized 9-inch and above reached 67.92 million in the third quarter of 2014, up 0.6% on quarter and up 5.3% on year, according to Digitimes Research. • Innolux was a main driver of the overall increase, with TV panel shipments growing 17.7% in the quarter. The company also saw a 41% increase in Ultra HD TV panels.
  11. 11. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 11 • Taiwan panel makers' overall shipments of LCD TV panels grew 7.4% on quarter during the quarter to represent 31% of total large-size panel shipments. • Additionally, Taiwan makers' monitor panel shipments declined 8.9% while notebook panel demand rebounded as Innolux received new orders as a result of LG Display shifting capacity to other applications, said Digitimes Research. Asia-Pasific Flexible Display Market • The Asia-Pacific flexible display market report defines and segments the concerned market in Asia-Pacific with analysis and forecast of revenue. This market was valued at $152.7 million in 2013, and is expected to reach $864.3 million by 2018, at a CAGR of 41.4 % from 2013 to 2018. European Flexible Display Market • The European flexible display market report defines and segments the concerned market in Europe with analysis and forecast of revenue. This market was valued at $226.4 million in 2013, and is expected to reach $945.6 million by 2018, at a CAGR of 33.1% from 2013 to 2018. Semiconductor Industry TI WLink • Texas Instruments (TI) (TXN) announced the WiLink™ 8 combo connectivity modules, which support Wi-Fi in the 2.4 and 5 GHz bands. The new highly-integrated module family offers high throughput and extended industrial temperature range with robust Wi-Fi + Bluetooth coexistence. WiLink 8 modules are perfect for power-optimized designs for home and building automation, smart energy, gateways, wireless audio, enterprise, wearables and many more industrial and Internet of Things (IoT) applications. The WiLink 8 modules and software are compatible and pre-integrated with many processors including TI's Sitara™ processors. The WiLink 8 family requires less hardware and RF design experience, Wi-Fi and Bluetooth software stacks and sample applications are provided, and the modules are FCC/IC/ETSI certified. Broadcom G.Fast Chips • Broadcom Corporation (BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, introduced advanced G.fast capabilities for its BCM63138 gateway SoC to allow global telcos to deliver Gigabit-class services to subscribers. The new G.fast digital subscriber line (DSL) standard, capable of supporting data rates in excess of 1Gbps with 106 MHz spectrum, augments Broadcom's telecom access portfolio to ensure carriers can deliver the fastest, most flexible and highest quality services to meet growing bandwidth and service needs.
  12. 12. ! BUSINESS & TECHNOLOGY INNOVATION REPORT NXP Automotive Based NFC • Chipmaker NXP is opening up the large ! 12 field of automotive-based NFC applications - car sharing, Bluetooth and WiFi pairing, or personalisation of gadgets and settings in the vehicle. With a set of NFC products, NXP is laying the corner stone for an NFC-enabled ecosystem. SiTime Acquisition of Megachips Corp. • SiTime Corporation, a MEMS and analog semiconductor company, announced that it has signed a definitive agreement under which MegaChips Corporation (Tokyo Stock Exchange: 6875), a top 25 fabless semiconductor company based in Japan, will acquire SiTime for $200 million in cash. This transaction combines two complementary fabless semiconductor leaders that provide solutions for the growing Wearables, Mobile and Internet of Things markets. Semiconductor Market Global Semiconductor Market • Worldwide sales of semiconductors reached $87 billion during the third quarter of 2014, an increase of 5.7 per cent over the previous quarter and a jump of 8 per cent compared to the third quarter of 2013. • Third quarter sales outperformed the latest World Semiconductor Trade Statistics (WSTS) industry forecast. Global sales for the month of September 2014 reached $29 billion, 8 per cent higher than the September 2013 total of $26.9 billion and 1.9 per cent more than last month's total of $28.5 billion. DSL an G.Fast Chips Market • Consideration of DSL and G.fast chips market forecasts indicates that markets at $939 million will reach $4.7 billion by 2020. Growth comes as every industry achieves leveraging broadband to make social media and smart phones work to grow the business. DSL and G.fast are able to make the benefits of broadband available to consumers and support network flexibility for the modern enterprise. DSL and G.fast networks are flexible and able to reach customers on the go. Broadband is used for video and entertainment delivery. Sensors Market • Propelled by the race between Apple and Samsung to enhance their mobile products with cutting-edge sensor technology, the market for sensors in cellphones and tablets is set to nearly triple from 2012 through 2018, according to research firm IHS. • Worldwide market revenue for sensors used in mobile handsets and media tablets will rise to $6.5 billion in 2018, up from $2.3 billion in 2012.
  13. 13. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 13 • The fastest-expanding portion of the mobile sensor segment will be emerging devices, whose revenue will surge to $2.3 billion in 2018, up from just $24 million in 2012. In 2013, this segment posted dramatic growth, with revenue rising to more than $500 million. Asia Pasific Smart Sensor Market • The Asia-Pacific Smart Sensor Market report defines and segments the Smart sensor market in Asia-Pacific with analysis and forecast of revenue. This market was valued at $392.8 million in 2013, and is expected to reach $3,065.5 million by 2018, at a CAGR of 50.8% from 2013 to 2018. Magnetic Field Sensors Market • The market size of the magnetic field sensors market is expected to grow from the $1.6 Billion that it accounted for in 2013 to $2.9 Billion by 2020, at an estimated CAGR of 8.04% from 2014 to 2020 3D IC Market • The Global 3D IC market to grow at a CAGR of 18.4% over the period 2013- 2018. • A 3D IC is an IC with multiple layers (more than two) of active electronic components which are integrated into a single circuit. These layers are integrated both vertically and horizontally. 3D ICs are the perfect solution for meeting the growing demand to minimize the size and reduce the cost of products in the Consumer Electronics segment. The transistor density is greater in 3D ICs than that in other ICs, which means that 3D ICs offer better performance. 3D technology emerged as a result of the continuous advancements being made in IC design. Some of the major applications of 3D ICs are in memory products (flash and DRAM), sensors, LEDs, and MEMS systems. Software Industry Google Modular Smartphone Project – Project Ara • Drawing inspiration from its Play Store, Google will create a hardware store in which users can buy and sell Lego-like hardware modules for the customizable Project Ara smartphone. • Project Ara is Google’s upcoming build-your- own smartphone that allows users to mix and match features. The $50 configurable smartphone will come with a basic frame, and users can add or remove features by simply snapping on or taking off modular parts. Avquisition of Revolv • Google Inc. (GOOG) added home-automation device maker Revolv Inc. to its portfolio of companies as the search provider pushes deeper into the business of making houses more intelligent.
  14. 14. ! BUSINESS & TECHNOLOGY INNOVATION REPORT Service Industry Service Market Pay TV Market • The worldwide Pay TV market is ! 14 expected to surpass 920 million subscribers by the end of 2014. Overall, Pay TV average revenue per user (ARPU) is expected to drop slightly due to increasing price competition, but at a lower rate compared to the ARPU drop in 2013. “The growing number of HD subscribers as well as major sporting events such as the World Cup 2014 have contributed to improving ARPU. As a result, the total Pay TV market is expected to generate over $US269 billion by the end of 2014,” commented Jake Saunders, VP and Practice Director of Core Forecasting. Retail and Payment Industry Verifone New Secure Commerce Architecture • Verifone recently announced the global availability of its secure commerce architecture, designed to significantly reduce merchant exposure to large-scale data breaches, and reduce the certification burden on U.S. merchants, acquirers and other payment providers looking to enable EMV acceptance. Payment as a service to Turkish Airlines • Verifone announced recently that its complete Payment as a Service solution has been selected by Turkish Airlines to meet the needs of its 6,000 ticketing offices and agencies. Verifone will provide a single-source solution, including help desk, field services, hosting, and hardware and software services. • Payment as a Service from Verifone provides Turkish Airlines maximum flexibility while alleviating the burden of integration, management and cost volatility. Turkish Airlines originally leveraged the platform in its own ticketing offices before expanding the deployment to its agencies this past summer. The initial deployment of 1,000 offices is expected to grow to a total of more than 6,000. Ingenico MPOS solution by Roam • ROAM, part of Ingenico Mobile Solutions and the leading mobile commerce platform provider, launched today the latest version of its mobile point of sale (mPOS) application, ROAMpay X5. This new version features a completely redesigned User Interface (UI) and is the first and only native tablet application for both iOS and Android that supports all mobile payment transaction types and all
  15. 15. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 15 acceptance methods: magstripe, NFC, EMV chip & PIN, and EMV chip & sign. This application will be compatible with any Ingenico mPOS devices, including the iCMP. Telium Tetra • Ingenico Group, (Euronext:FR0000125346 - ING), global leader in seamless payment, unveiled its new comprehensive global offer, Telium Tetra, creating a fully integrated commerce ecosystem around the Point of Sale. Apple ApplePay • Apple CEO Tim Cook said Apple's new mobile payment system had over 1 million activations in the first three days after it became available, and is now more widely used than any competing payment system. Powa Cooperation with Worldline • Worldline [Euronext:WLN], a European leader in the payments and transactional services industry, announces its reseller partnership with Powa Technologies, an international commerce specialist. With this agreement, Worldline becomes a preferred reseller of PowaPOS solutions in Europe, Middle East and Africa, offering the powerful and pioneering PowaPOS T25 and PowaPIN mPOS solutions to extend its cross-channel payment terminals range for merchants and banks. Casio Partnership with MicroSale • Casio America, Inc., a leading point-of-sale (POS) system supplier, announced its partnership with MicroSale to help quick service restaurants streamline costs and increase efficiency. Casio enlisted MicroSale, a restaurant software company, to create a feature-rich software application called TabPOS for its portfolio of Android™-based POS systems including the V-R100, V-R7000 and V-R7100. Poynt New Payment solution • Poynt, the startup run by former Google and PayPal executive Osama Bedier, said it signed two of the largest payment processors to distribute its new payments terminal to small retailers, restaurants and other businesses. Mastercard Acquisition of TNS • Following a good third-quarter 2014, MasterCard Inc. (MA) announced a pact with Transaction Network Services (:TNS) to acquire the latter’s Payment Gateway Services business for an undisclosed value and terms. The deal is expected to culminate by the end of this year. • TNS Payment Gateway Services offers premier services related to data communications, payment processing and interoperability solutions through its core businesses, namely, eCommerce gateway and card-present gateway. Its data network functions on multi-channel platforms and supports an array of extensively recognized communications protocols, thereby benefiting from the large scale and accessibility of its services.
  16. 16. ! BUSINESS & TECHNOLOGY INNOVATION REPORT First Data Clover Mobile Solution • First Data, the global leader in payment ! 16 technology and services solutions, unveils Clover™ Mobile, a powerful new mobile point-of-sale (POS) business solution that brings new flexibility and versatility to the Clover family. Clover Mobile enables more personal consumer engagement for innovative small- to mid-sized businesses by taking the functionality of the popular Clover Station off the counter and on to the floor. • Armed with Clover Mobile, merchants can place orders, take secure payments, scan inventory, clock in employees, sync sales data with their accounting packages and generate marketing insights that can lead to stronger, enduring customer relationships, all with a portable, tablet-sized device. This means restaurants can accept payment at the table; retailers can use it for line-busting at busy times; brick and mortar stores can use it as a full-featured payment and business solution; and on-the-go merchants can use the device for their mobile needs. OTI Payment cooperation with Canatolpue • On Track Innovations Ltd. (oti) (NASDAQ: OTIV), a global provider of near field communication (NFC) and cashless payment solutions, and Cantaloupe Systems, Inc., the vending industry's premier provider of cloud-based, mobile technologies, have confirmed oti's NFC contactless Saturn 6500 readers integrated in Cantaloupe's Seed Cashless™ solutions will accept payment made by consumers using Apple Pay. Energy Industry Energy Market Smart Bulb Shipments • Connected LED or "smart" light bulbs may still be a developing market concept, with shipments totaling fewer than 2.5 million units in 2013, but a new ABI Research report reveals that a number of factors will help drive an increase in shipments. • The research firm said that the advent of declining LED prices and the emerging ZigBee Light Link standard being embraced by the largest lighting manufacturers such as Philips, GE and OSRAM mean that annual smart bulb shipments are set to increase to 223 million by 2020, achieving a total installed base of over 400 million.
  17. 17. ! BUSINESS & TECHNOLOGY INNOVATION REPORT ! 17 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.

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