Untitled

2011
BUSINESS AND TECHNOLOGY REPORT
Prepared by Ferhat nlkal 7/3/2011

JUNE 2011
Consumer Electronics (CE) Samsung Management Corruption has spread throughout South Korea's largest business group Samsung, the head of its flagship firm said Thursday, vowing to lead a managerial house-cleaning. The warning from Lee Kun-Hee, chairman of Samsung Electronics, came a day after an inspection into a group subsidiary found unspecified irregularities which led to the resignation of its CEO. Oh Chang-Suk stepped down Wednesday as CEO of Samsung Techwin, a defence and precision machinery unit, after Lee chided group subsidiaries for a lack of oversight against corruption. He was replaced by Samsung Electronics executive vice president Kim Cheol-Kyo.
Credit Notes Fitch Ratings has affirmed Samsung Electronics's (SEC) Long-Term Foreign and Local-Currency Issuer Default Ratings (IDRs) at 'A+' with a Stable Outlook. The agency has also affirmed SEC's senior unsecured rating at 'A+'. " The affirmation reflects SEC's solid operating results and financial profile during the financial year ended December 2010 as well as Fitch's expectation that the company's credit profile will remain stable over the next 12-18 months, backed by its market leading positions and strong cash generation," said Alvin Lim, Associate Director in Fitch's Asia Pacific Telecom, Media and Technology team.
Patent-infringement in LED Siemens AG (SIE)s Osram unit said it filed patent-infringement complaints against Samsung Electronics Co. and LG Electronics Inc. (066570) in the U.S. and Germany over light- emitting diode technology in televisions and lighting products. Complaints filed with the International Trade Commission in Washington seek to block U.S. imports of LG and Samsung products that use LEDs. Civil suits were filed in federal courts in Wilmington, Delaware, and Germany, Osram said today. LG also was sued in Japan, and Osram said it may file a complaint against LG in China as well. Analysts said the patent claims could be motivated in part by Siemenss desire to increase Osrams value before the initial public offering, which is tentatively set for September. Analysts estimate the business to be worth 5 billion to 6 billion euros, or $7.3 billion to $8.7 billion.
Samsungs stock performance
3DTV Samsung Electronics America Inc., a market leader and award-winning innovator in consumer electronics, today announced that it has surpassed the 60 percent market share threshold to establish a commanding lead in the U.S. 3D TV market, according to newly released revenue and unit sell-through data from market research company The NPD Group.
LGs stock performance
LG Connected TV LG Electronics Inc., the world's secondlargest TV maker, said on Wednesday that it has signed an exclusive content supply agreement with Emirates Telecommunications Corp., a leading telecom carrier in the Middle East and Africa, to advance into the region's TV market. Under the agreement, the telecom company, also known as Etisalat, will exclusively provide news, film, sports, music, entertainment and other shows for the buyers of LG's smart TVs, which can surf the Web and expand its functions through applications that could be downloaded from LG's application store, the Korean company said in a statement. Etisalat, which has more than 200 million subscribers, offers fixed-line phone, mobile and wireless Internet and Internet Protocol television (IP TV) services in 18 countries in the Middle East and Africa. Its market share in the United Arab Emirates stands at 75 percent, LG told South Korea's Yonhap news agency. The agreement will also allow viewers to browse Etisalat's IP TV channels on LG's smart TVs without the use of a set-top 3DTV- Middle East Market LG Cinema 3D TV enters Middleast market. LG is opening a new chapter in the development of world TV by bringing Cinema 3D to consumers in the region. It represents the absolute pinnacle of 3D TV entertainment using the very best of recent innovative technology from LG, said K W Kim, president of LG Electronics, Middle East & Africa region. LGs FPR technology also allows flexible viewing positions and a wide viewing angle making, which was a problem with previous 3D televisions. The new range of televisions also provides advanced 2D to 3D conversion, which LG said will also work with gaming consoles. LGs Cinema 3D TV is viewed through lightweight glasses that have no electrical parts, so they are free of electromagnetic waves which might cause health issues and never need charging.
Digital Signage & B2B Product line LG Electronics will unveil "EzSign TV," the first LG digital signage solution to incorporate live TV without additional hardware, at InfoComm 2011 (booth 2543). EzSign TV is a turnkey solution that offers any business owner an intuitive and cost-effective digital signage display system with the added feature of broadcast television.
LG Electronics USA is introducing its next-generation, highly efficient and ultra-secure P Series Network Monitors for virtualization computing this week at InfoComm 2011 (booth 2543). Korean electronics company LG today forayed into business solutions for hospitality, banking, retail and education with the launch of 40 integrated technology solutions and eyes 25 per cent market share by 2014. We are confident that LG Business solutions will find right fitment in the Indian B2B market.
and interoperable DiiVA products. DiiVA Adopters are encouraged to visit the ATC site at www.diivatc.com to learn more about DiiVA testing processes and procedures.
DivX Technology Rovi Corporation (Nasdaq:ROVI News) and LG Electronics have signed multi-year licensing agreements that expand their relationship and provide further integration of DivX(R) technology into a wider range of consumer electronics devices. LG's latest agreements support its plans to continue to promote the technology on devices beyond Blu-ray Disc players, to ultimately include HDTVs, in-car players, set-top boxes, tablets and mobile phones. The agreement with Rovi enables LG to implement DivX Plus(R) HD, the premium level of certification available, and will add to the more than half a billion home and mobile consumer electronics devices that have shipped with DivX technology. The newly DivX Plus HD Certified devices can play back DivX.MKV files up to 1080p and previous versions of DivX video.
Hospitality solutions B2B As the industry leader in hotel- and guest-centric display solutions, LG Electronics USA is launching the next generation of its Pro:Centric technology, adding IP video decoding to the powerful platform. At the 2011 Hospitality Industry Technology Conference and Exposition (HITEC; booth 631), LG is showcasing its unique Pro:Centric applications platform that enables hoteliers to streamline information delivery into the guestroom, providing uniform services and features across radio frequency (RF) and Internet protocol (IP) networks.
Home networking The Digital Interactive Interface for Video & Audio (DiiVA) Consortium, dedicated to the advancement of the next-generation home entertainment networking standard, announced that LG Electronics TV Model 42LW6600 has passed the full DiiVA Compliance Test at the DiiVA Authorized Test Center (ATC) in Guangzhou, China. This growth and momentum is expected to accelerate with todays announcement that a global manufacturer of LGs stature has committed to incorporating DiiVA as a key ingredient for Smart TVs. The DiiVA Guangzhou ATC is a state-of-the-art test facility developed to help manufacturers deliver compliant
Green Environment LG Electronics (LG) announced that it is on track to reduce its greenhouse gas emissions by almost 14 million tons this year, up from its previous record of 12.9 million tons last year. Given this revised forecast, LG is aiming to achieve its goal of 200 million tons of cumulative reductions from 2009 through 2020.
Sony Security Problem Sony's online woes continued this week after a Lebanese hacker broke into its
Portugal site and dumped part of its database online.
For the current business year Sharp expects to sell 15 million flat-screen TVs compared with 14.8 million the previous year.
Sonys stock performance Sharps stock performance
Sharp Business Japan's Sharp Corp forecast a 23 percent jump in annual operating profit on Friday as growing demand for smartphones and tablets bolsters sales, confounding analysts' estimates for a dip in income. For the year ending next March 31, Sharp expects an operating profit of 97 billion yen ($1.2 billion) compared with a consensus of 56.8 billion yen, based on the average of 30 forecasts by analysts polled by Thomson Reuters I/B/E/S. As part of a strategy aimed at tapping the burgeoning tablet market, Sharp said on Thursday it will switch most production at its Kameyama LCD plant in western Japan to smaller panels used in the popular devices. Once a mainstay of the company's LCD TV business, the plant was being increasingly seen as redundant in the face of competition from manufacturers in South Korea, Taiwan and elsewhere. Analysts expect global tablet sales to soar to more than 50 million in 2011. The new market remains dominated by Apple Inc, which sold nearly 15 million of its iPads in nine months of 2010, but is attracting a stream of new entrants. Jointly Procure Parts with Foxconn The Nikkei business daily reported that Sharp is in talks with Taiwan's Hon Hai Precision to jointly procure parts used for LCD production. The company was forced to suspend production at two TV panel plants, including its state-of-theart 10th generation factory at Sakai in April, after the March 11 earthquake triggered a plunge in demand and shortages of a gas used in panel production.
Toshiba Connected TV Irdeto, a global software security and media technology company, today announced that Toshiba has decided to adopt Irdeto's dynamic security solution for its high-end Cinema Series high definition television (HDTV) sets. Toshiba's Internet-enabled VX700 and WX800 TV series, which were recently introduced in the US market, use the Irdeto ActiveCloak for Media solution to ensure customers' secure streaming of diverse entertainment content on their television.
Panasonic Financial results Japan's Panasonic Corp forecast on Monday its full-year operating profit would drop 11 percent to 270 billion yen ($3.4 billion) in the year to March 2012, after the earthquake and tsunami in northern Japan hit production and sales.
Toshibas stock performance
Emerging market - India Toshiba India Private Limited, a subsidiary of Toshiba Corporation Japan, the seventh largest electronic company in the world, has planned to develop dedicated and value added products for the Indian markets. Toshiba Consumer Products Division Business head Pranab Mohanty told reporters that the company has set a target to have a 5 per cent market share in LCD Television sector 2012.The LCD market, in developing countries, he said, has been rising at the rate 26 per cent per annum.
Panasonics stock performance
Connected TV The next step for Panasonic's UniPhier family of processors for HDTVs and Blu-ray players has been unveiled, taking form as a 1.4GHz ARM CortexA9 based design that it claims is the industry's fastest for TVs. The MN2WS0220 will begin sample shipments this month and it can handle two HDTV streams, plus internet content and smart TV apps all at once while cutting power consumption from the previous generation by 40%. This follows in the footsteps of Toshiba's Cell-based CEVO TV processors that also bring multiple cores and high speed memory to bear. The other question of course is backwards compatibility, while some of the new Viera Connect apps for 2011 were also compatible with 2010 HDTVs, it'll be interesting to see if Panasonic's platform can take advantage of the new chip without making televisions
Cloud computing Toshiba, worlds secondlargest maker of flash-memory chips, allied with Hewlett-Packard Co. (HPQ) to develop cloud-computing technologies for smartcommunity businesses.The companies plan to jointly develop technologies that can share data on social infrastructure including water supply, transportation, telecommunications, medical and public-service systems, contributing to energy conservation, Toshiba said in a statement today. The Tokyo-based company forecast sales in its smartcommunity business, including grid and building facilities, will triple to 900 billion yen ($11 billion) in the year ending March 2016. Toshiba said it created a business unit in October to oversee smart-community operations
that are currently on shelves obsolete, or if it considers joining forces with the Google TV cadre for apps like SlingPlayer and OnLive. E-commerce solutions provider Digital River, Inc. (DRIV) recently signed an ecommerce agreement with Panasonic, a leader in connected TV entertainment. Under the terms of the agreement, Digital River will be managing e-commerce transactions for Panasonics VIERA Connect Market. Panasonic Solutions Company has selected SeaChange Internationals (NASDAQ:SEAC News) VividLogic tru2way software stack for its tru2way settop box for the North American cable market. The Companies will demonstrate the fully integrated Open Cable Application Platform (OCAP) Reference Implementation solution in SeaChanges booth (1753) at The Cable Show in Chicago, June 14-16.
service restaurant television network in the United States. Panasonic Solutions Company, provider of collaboration, information-sharing and decision-support solutions for government and commercial enterprises, today announced the LFT30, LFP30-Series and LF30-Series of Professional LCD Displays. These lines of LCD displays are built as reliable indoor and/or outdoor display solutions distinguished by high brightness, slim design, low power consumption, light weight and a wide range of professional features.
Hospitality Solutions Panasonic Solutions Company, provider of collaboration, information-sharing and decision-support solutions for commercial enterprises and government, today announced three new LCD HDTV models developed for the hospitality industry at HITEC in Austin, TX. Successors to the companys hospitality market-dominant LRU20 Series, the new TH-42LRU30, TH-37LRU30 and TH-32LRU30 feature exceptional image quality, low maintenance and manageability that will appeal to guests, system integrators and IT staff, as well as the CFO.
B2B Enterprise Solutions Panasonic Solutions Company, provider of collaboration, information-sharing and decision-support solutions for government and commercial enterprises, today announced it has partnered with indoorDIRECT to create a reliable, quality in-store television system for quick-service restaurants (QSRs). The solution combines two Panasonic 42 LF20 professional LCD displays and one 32 LRU20 with indoorDIRECTs Restaurant Entertainment Network, which features a magazine-style show with short bites of sports, music, entertainment and lifestyle segments from more than 100 content providers including the NFL Network, VH1 and G4. The system is currently located in over one thousand quickservice restaurants nationwide including Taco Bell, Wendys, Carls Jr., Dennys, Hardees, KFC, and Arbys with 13 million ad exposures per month, making it the largest quick-
Projectors Panasonic has established a close working relationship with Sanyo to further its market leader position*1 in the projector industry. With integration of innovative technologies from both sides and expanding product line up, Panasonic aims to deliver the market with products that better meet customers versatile needs.
Green Product Panasonic Corporation (NYSE:PC News)(TOKYO:6752.t 7
News)("Panasonic") and the UNESCO World Heritage Centre today announced a strategic partnership agreement to promote sustainable development through World Heritage conservation and environmental education for the next generation. Panasonic aims to be the "No. 1 Green Innovation Company in the Electronics Industry" by 2018, its 100th anniversary. By putting the environment at the core of every part of its business, Panasonic is combining its environmental contributions with business growth.
than 20%*. Since bringing home several awards at the 2011 Consumer Electronics Show, the brand has seen an increased demand for its newest technology, including Theater 3D , VIZIO Internet Apps (V.I.A.) and Beyond TV wireless connected devices.
TCL LED TV Taiwan-based LED packaging house, Harvatek, will be cooperating with China-based TCL Corporation to set up an LED packaging facility in Huizhou, China. The facility will begin production at the end of March 2012 and capacity is expected to reach two billion units after one year of operation. For the new packaging facility in China, Harvatek and TCL will each own 50% of the shares. Industry sources pointed out the penetration of LED TV will be around 40% in 2011. However, China's LED TV market might reach a penetration rate of 50%, exceeding the global figure. According to Harvatek, the joint facility will contain Harvatek's packaging capacity and TCL's downstream distribution channels. In the future, upstream LED chip makers might be added for further vertical integration.
Android Panasonic will introduce a ruggedized Toughbook tablet running Android OS in Q4 2011. Aimed at enterprise users, the Android Toughbook tablet will offer a sunlight-friendly matte screen, a 10.1'' XGA (1024 x 768) multi-touch display, "full-shift" battery life, GPS connectivity and an optional 3G/4G embedded modem.
LED Lighting Panasonic is Japan's top LED lighting manufacturer and the recent power shortages in the country due to the earthquake is likely to help the sales of LED lighting. However, the market size is limited so Panasonic has also been focusing on international markets. The company is targeting an increase in LED lighting up to 40% of all its lighting business by 2015 and 40% of the total will some from international markets
Vestel Connected TV Vestel Group, one of the largest largest TV manufacturers in Europe, is to only use portal solutions from the German supplier NetRange MMH for configuring Internet-compatible televisions. The agreement between Europes market leading OEM, Vestel, and the portal operator from Hamburg, NetRange MMH, was announced in May of this year at the ANGA Cable Show in Cologne. NetRange MMH is Europes
Vizio Market Leader in US VIZIO, America's #1 LCD HDTV Company*, announced today that it outperformed the industry as the number one shi pper of LCD HDTVs in Q1 2011 for both North America and the U.S. with a market share of more
largest independent white label manufacturer of full-service portal solutions. It develops, operates and markets web-based interactive user interfaces for high resolution TV screens and, as such, it is one of the world's leading technology providers for connected TV. Hotel/IPTV Tivus, Inc. (Pinksheets:TIVU - News), a provider of turnkey high-definition Internet-protocol television (HD IPTV) in-room entertainment technology to the hotel and hospitality industry, today debuted the first Company branded Tivus e-SmarTV interactive HD IPTV set. Tivus e-SmarTV is the first-of-itskind in the industry and represents a giant-leap forward. Its robust interactive capabilities enable such firsts as ad-revenue sharing opportunities, programming control, and on-the-fly hotel promotional control. The interactive Tivus e-SmarTV opens up an enormous amount of entertainment, business, and revenue generating possibilities never before available to the industry. Tivus eSmarTV is a technically advanced, interactive flat-panel high-definition television that connects directly into a hotel's existing coaxial or CAT 5/6 cabling, making it the first plug-andplay TV in the industry with such an advanced level of technological integration of functionality. "Tivus designed this attractive, first-of-its-kind interactive HD IPTV TV unit, bearing the Tivus brand name prominently on the front, as a multidimensional hotel entertainment platform with many integrated features including the settop box, secure wireless internet, viewer accessible connections, and pure IP-based connectivity," commented Shiva Prakash, Tivus' chief executive officer. In November 2010, the Company announced its HD IPTV supply agreement with European electronics giant Vestel Group, of Manisa, Turkey, through Vestel's
Master North America Distributor, CVS International Ltd. With EUR 3.7 billion in annual sales, Vestel's European market share accounts for 21% of the total TV market, 10% of the total LCD TV market, 25% of the total digital settop box market, and 10% of the total household appliance market. Licence agreement with Hitachi Hitachi Ltd. will allow foreign companies to use its patented TV technology in an effort to offset losses from declining TV sales, The Yomiuri Shimbun has learned. The plan is the first step in the electrical appliance giant's shift in its TV business model as the company moves from expanding the sale of Hitachi brands to earning from royalties paid by emerging manufacturers using Hitachi's cuttingedge technology, according to sources. Hitachi has concluded it is difficult to profit by expanding the production of Hitachi-brand TVs, they said. Hitachi's decision to profit from their intellectual property may influence other electrical appliance makers, which have been suffering from lower prices on flatscreen TVs - their bread-and-butter product. According to the sources, Hitachi plans to share its energy-saving technology, which minutely changes the brightness of the light-emitting diodes on TV displays. This technology has succeeded in cutting power consumption by about 30 percent compared with the company's old models. The first company to use Hitachi's technology will be Vestel Group, a Turkish electrical appliance maker. The company, which makes TVs under their own name and for other brands, is the third-largest consignment manufacturer in the world. Vestel will pay royalties to Hitachi for the right to use the technology. Hitachi and Vestel are currently negotiating whether royalties will be fixed, or paid according to the amount of TVs manufactured or sold. Vestel will sell some the TVs under its own name. Hitachi plans to
license its technologies to other emerging manufacturers in China and other countries. Hitachi expects to earn several billion yen from licensing their technology in the second half of fiscal 2011, the sources said. CE Market TV shipments According to the latest findings from DisplaySearch's "Quarterly Global TV Shipment and Forecast Report," total TV shipments during the first quarter this year registered a sharper-thantypical seasonal decline with only 55.244 million units, dropping by 29 percent from the last quarter of 2010. The previous year posted a 15 percent year-on-year growth rate as sales were lower than shipment volumes, leading to an inventory carry-over in many regions. Among the five TV technologies surveyed by DisplaySearch, LCD TVs accounted for more than 80 percent of total shipments with 44.253 million units, followed by CRT TVs with 7.295 million units or 13.2 percent of total, PDP TVs with 3.651 million or 6.6 percent, rearprojection TVs (RPTVs) with 45,000 units or 0.1 percent and organic LED TVs with only 200 units. Demand for LCD TV continues to dwindle. From the latest statistics, the six largest TV brands in China showed a total of 19% on-month decrease in shipments in May. The global LCD TV market is likely to reach only 215 million units in 2011, down from the previous estimation of 225 million units. The annual growth will only reach 11%. Industry sources indicated the bleak market condition is a result of low demand in Japan in the wake of the earthquake, weak recovery of the global economy, lack of confidence amid rising prices of oil and raw materials, and a shift of focus to tablet PCs from conventional products. According to industry observers, the
estimated 2011 total shipments of the six largest TV brands in China should be around 38 million units. TVs that are larger than 32-inch continue to dominate the shipments. Chimei Innolux (CMI) continues to dominate the LCD panel market in China with 29.3% of market share. LG Display ranks second with 27% of market share. Samsung and LG Display supply 61% of the LED TV panels for the six largest TV brands in China. South Korea firms also dominate in the supply of panels for 3D TVs. Connected TV U.S. market researchers forecast dynamic growth in the area of internet compatible TV: in 2014, it is expected that Internet-compatible televisions will command a global market share of 43%, which corresponds to 122 million televisions.
B2B The business-to-business (B2B) segment of consumer electronics majors like Samsung, LG and Panasonic is growing more compared to their business-to-consumer (B2C) segment on the back of high demand in the B2B market. While players like Samsung are expecting a two-fold rise in their B2B business, LG is expecting a 30-35% growth, which is higher than the B2C segment which stands at 25%. The total size of B2B solutions for integrated display market is around Rs 2,500 crore which is growing at 2025% annually. Soon Kwon, managing director, LG Electronics India, said, We expect the B2B business to have a higher growth potential as compared to B2C and are expecting 30-35% growth rate as compared to 25 % of consumer electronics items. We are targeting a turnover of Rs 1,000 crore and market share of 25% by the end of 2014 in this segment. Kwon further said, Considering the high demand in the
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B2B segment, LG will also be developing customer base for many different verticals including education for which it is in talks with the education ministry, hospitality, finance and governance. For this, the company has also roped in some of the prestigious clients such as ITC, Marriott and Cafe Coffee Day. Samsung is targeting sales of $100 million (around Rs 455 crore) which is two-and-half fold jump from last year from its B2B segment in 2011. Samsung India deputy managing director Ravinder Zutshi said, The company's total (B2B) sales in the IT and mobile division that includes printers, mobiles and displays stood at Rs 173 crore last year. We are also focusing on the education sector this year and are expecting 25% of the total sales target to come from the segment. Toru Hasegawa, managing director, corporate planning and system sales division (SSD), Panasonic, said that the system sales division (B2B division of consumer electronics) has been growing rapidly, contributing 20% to the total company turnover. The year-on-year average growth rate for Panasonic SSD has been 65%, he said.
Plasma TV With the second quarter of 2011 drawing to a close, sales trends look exceptionally positive for Plasma HighDefinition TV. Plasma sales are accelerating as the result of 3D features in more models and "value for the inch" as compared to competing technologies such as CCFL and LEDbacklit LCD products. The better performing Plasma TVs are not only selling at a faster clip, they're also leading the way with even greater energy efficiency than past years.
Digital terrestrial set top box unit shipments across the globe will approach 45 million units by 2015, according to a research report.Research firm In-Stat also said the trend is fueled primarily by the analog-to-digital transition as well as upgrades of older boxes to newer HDTV versions, replacement of older boxes with HD and PVR versions, and STBs with PVR capability and a broadband connection. In-Stat said the year 2010 was a challenging year for the worldwide digital set top box market as total unit shipments decreased by 7%. It is likely that 2011 will also be a challenging year, but there is better news on the horizon. Digital set top boxes continue to be key pieces of equipment for pay-TV service providers. For many service providers, the digital set top box functions as their gateway into the home, said Mike Paxton,In-Stat research director. In addition to their important position in the digital TV/payTV ecosystem, digital set top boxes continue to offer an attractive market opportunity for set top box manufacturers and semiconductor suppliers, alike. In 2010, digital set top box revenues were greater than the combined revenues of video game consoles and Blu-ray players. New research by In-Stat also revealed that Europe is expected to account for over 50% of worldwide unit shipments of DTT STBs through 2011. There are some 30 DTT STB manufacturers with significant market shares.In 2010, revenue from semiconductor components inside digital set top boxes was $4.8 billion.
Acquisition of retailers Germany's MediaMarkt-Saturn, owned by German retailer Metro AG (Xetra: 725750 - news) to acquire online electronics retailer Redcoon (approved June 24)
Digital Terrestrial
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ICT (Information Communication) Industry Apple TabletPC A report from analyst Mark Moskowitz of JPMorgan Chase suggests the iPad is killing sales of competing tablet devices. Companies like Motorola, Samsung and Asus have reportedly cut production of their tablets by as much as 10 percent since March of this year. Demand for tablets such as the Eee Pad Transformer, Motorola Xoom, RIM PlayBook and the Samsung Galaxy Tab is lagging, while demand for the iPad 2 remains strong. Moskowitz points to the App Store as a key factor in the success of the iPad. Both the Android Market and RIM's BlackBerry App World have a small selection of tablet optimized applications. The iPad, though, has a robust App Store with over 65,000 apps designed specifically for the tablet.
Central District Court on Wednesday, according to a case record on the court's website, which doesn't provide details of Apple's claims. Online news provider MoneyToday reported that Apple is alleging that Samsung's Galaxy S smart phone copied the iPhone 3 design. The dispute began in April when Apple, based in Cupertino, sued Samsung in the United States, claiming the Galaxy products slavishly imitated the designs and technologies used for the iPad and iPhone. Samsung, which supplies memory chips for Apple, retaliated with lawsuits in Seoul; Tokyo; Mannheim; Germany; and the United States. iPad The Apple iPad accounts for 97 percent of all tablet traffic in the U.S., despite the entrance of highly anticipated competitors like the Samsung Galaxy Tab, Motorola Xoom , BlackBerry PlayBook , Asus Eee Pad, and others. According to a report from comScore, Android-based tablets took up only 0.6 percent of all tablet traffic, while "other" tablets (in other words, the PlayBook), took up 0.1 percnet.
iPhone 5 Apple has initially ordered 15 million iPhone 5 handsets from two manufacturers say reports, Ed Sutherland reports for Cult of Mac. If correct, the first-month figure is about five times the number of iPhone 4 units the Cupertino, Calif. company sold during the same four-week period in 2010, Sutherland reports. The Cupertino, Calif. iPhone maker has split the 15 million unit order between Foxconn and Pegatron Technology, according to industry publication DigiTimes. According to Bloomberg, Apple plans to introduce its iPhone 5 this September with an A5 processor, similar the chip found on the iPad 2, and twice as fast
Apples stock performance
Patent Lawsuit Apple Inc. filed a patent lawsuit against Samsung Electronics Co. in South Korea, escalating the legal dispute between the two companies regarding designs and technologies used in their best-selling mobile devices. The maker of the iPhone filed a suit with the Seoul
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as the A4 processor on the iPhone 4. It also has an 8-megapixel camera. Taiwan-based companies included in the supply chain for iPhone 5 and iPad 3 have begun to prepare materials for the production of the two devices, which are likely to make their debuts in September and to hit the market in October, according to industry sources. The sources pointed out that the iPhone 5's supply volume is estimated to be around 6-7 million units in the third quarter and with the addition of iPhone 4 shipments, total iPhone shipments in the quarter will reach 2425 million units with volumes to maintain at the same level in the fourth quarter. In 2011, Apple is forecasted to ship over 85 million iPhones.
Samsung TabletPC Google Chromebooks from Acer and Samsung are now available for preorder via Amazon and Best Buy. Samsung Electronics Co., Ltd., a world leader in digital consumer electronics and information technology, today announced its 500 gigabyte per platter, one terabyte internal hard disk drive, Spinpoint M8 for use in mobile computing applications such as notebooks.
SmartPhone Samsung this week released an upgrade for its most popular Galaxy smartphone in Hong Kong, following its launch in Europe. The Wall Street Journal this week reported on the release of the Samsungs Galaxy S II smartphone in Hong Kong. Samsung released the handset in Europe in early May. Samsung Electronics Co Ltd will become the world's largest smartphone maker this quarter, overtaking struggling Nokia Oyj which has lead the market since 1996, Nomura said on Monday. In the next quarter Nomura sees Apple Inc also overtaking Nokia, pushing the Finnish company to No. 3 in the rankings. Apple has newly extended the list of Samsung products it considers an infringement of intellectual property, documents show.
Acquiring of Notels assets Apple Inc. (NasdaqGS: AAPL - News) recently received The Federal Trade Commissions (FTC) approval to bid for the intellectual properties of the Canadian telecom equipment manufacturer, Nortel Network. The nod from the antitrust regulators is a positive for Apple as it has been interested to buy the patents relating to the 4G and Long Term Evolution (LTE) technologies. Apart from Apple, Google Inc. (NasdaqGS: GOOG - News) has also been eyeing these technologies. A consortium led by Apple and Microsoft won an auction for some 6,000 patents held by bankrupt Canadian firm Nortel, their US$4.5 billion (S$5.5 billion) bid beating Google and Intel, Nortel announced on Friday. The consortium consisting of Apple, EMC, Ericsson, Microsoft, Research in Motion and Sony agreed to pay cash for the portfolio of patents ranging from wireless technology to semiconductors, Nortel said in a statement.
Outsource Notebook Production Samsung will have to outsource some of its laptop production with Taiwan's manufacturers because the outfit's tight in-house production capacity will not manage its shipment goal for this year. The company wanted to ship 18 million laptops for this year, which was more
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than 80 per cent higher than it made last year.
Cooperations Samsung SDS aims to get a 5 percent stake in Korea Express by teaming up with Posco, the closely-held information- technology unit of the nations largest industrial group said in a regulatory filing today.
LTE Network solutions provider Samsung Electronics announced its provision of LTE solutions to Japanese telecommunication service provider KDDI and its plan to launch a commercial LTE service in 2012. Samsung aims to introduce optimized LTE solution for hotspots in extremely dense user areas. In India, Samsung is in talks with several service providers to provide its LTE solutions.
7 platform powering this device, Filipinos can benefit from an environment that they trust and know best, with enhanced and enjoyable features giving users access to everything they love and more. We are very excited to work with LG in giving Filipinos more options by introducing the LG Optimus 7 built on the Windows Phone 7 platform, said John Bessey, Managing Director, Microsoft Philippines. We are definitely taking Windows Phone 7 to the next level by providing users with the familiarity and confidence in using a platform that they trust, said Bessey. Emerging Market India LG Electronics has recently introduced a 3D Cinema monitor and world slimmest LED monitors in India market. LG Electronics has recently introduced a 3D Cinema monitor, world slimmest LED monitors (7.2 mm) and IPS monitors. The new products will be available across leading towns in the coming weeks, Jin Lee said. LG Electronics India Private Limited (LGEIL) is targeting to corner a 42 per cent pie of the monitor market in India by the end of this year. LG Electronics also announced that it would soon enter the laptop market. The company is planning to launch its full range of laptops within next two months. In addition to laptops, LG is also expected to release Internet Television which would come with built-in flash memory. The device is targeted at home users who would like to visit websites but would not need higher storage.
LG SmartPhone LG Electronics CEO Koo Bon Joon said late last week that he feels it will be difficult for his company's mobile handset business unit to turn itself around in the second quarter of this year and post a profit. Bloomberg reports that multiple analyst firms had predicted in April and May of this year that the LG's phone unit would return to profitability this quarter. LG has been struggling to earns profits over the past few quarters. Microsoft Philippines and LG Philippines today launched the LG Optimus 7 powered by the Windows Phone 7 mobile operating system, designed to redefine the way Filipinos use their mobile phones. The LG Optimus 7 is the first Windows Phone 7-powered LG smartphone to become available in the local market. With the Windows Phone
3D Smartphone LG Electronics has finally launched the long-awaited LG Optimus 3D. First unveiled at Mobile World Congress (MWC) in February, the LG Optimus 3D comes with what the company is calling
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a "Tri-Dual" configuration -- dual-core, dual-channel and dual-memory.
3D Notebook LG electronics India Pvt Ltd (LGEIL) will be re-entering the laptop market this October with its offering of 3D enabled laptops.
PC shipment forecast from originally 57 million units to only 2.5-3 million units, a drop close to 50% and with brand vendors such as Motorola, RIM and Samsung Electronics all reportedly having reduced their tablet PC sales targets for 2011, concerns about whether Android-based tablet PCs will be able to compete against Apple's iPad are starting to rise among market watchers.
Sony Tablet PC Sonys two tablet computers will launch in Britain in September, according to leaked information. Sony announced two tablet computers, the S1 and the S2, earlier this year but has not officially confirmed a release date.
Acers stock performance
Toshiba Dell IP Phone Toshiba America Information Systems, Inc., Telecommunication Systems Division (Toshiba -www.telecom.toshiba.com), today announced IPedge, an IP business telephone system that gives users the features, functionality, quality and reliability for which Toshiba's telephone systems are known, in a pure IP format. Its Linux-based single-server solution makes IPedge more powerful, more affordable, more reliable and easier to administrate. IPedge is now available from Authorized Toshiba Dealers nationwide. TabletPC Dell Inc has chosen to launch its new 10-inch Android tablet in China this summer, passing up on a U.S., Europe launch, as China emerges as a front line battle for tablets.
Foxconn Production in Brazil The Brazilian Minister of Science and Technology has said that Foxconn will begin manufacturing the iPad 2 by September. According to the Minister, Apple had hoped to have iPad production begin in Brazil in late July. However, due to construction delays associated with the new Foxconn production line and a shortage of skilled labor, the start of manufacturing had to be postponed.
Acer Tablet PC Acer, on June 15, announced that the company has reduced its annual tablet
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Foxconns stock performance
Production in China
comes after rival company Flextronics International hinted recently that it will probably withdraw from the ODM/OEM notebook market due to low margins, may signal that Foxconn will also revamp its strategy for the OEM notebook business, the sources indicated. After entering the ODM notebook segment for two years, Foxconn may still incur losses in the notebook assembly business although the company actually still gains profits through the supply of parts and components, including PCBs, network modules, chassis, connectors, and thermal modules, indicated industry sources. Flextronics Notebook Design- R&D Team With Electronics manufacturing service (EMS) provider Flextronics recently exiting the notebook manufacturing industry, the company's notebook R&D team was soon being recruited by Taiwan-based notebook maker Compal Electronics and Wistron, according to sources from notebook players. The sources pointed out that with ARMbased processor makers such as Texas Instrument (TI), Nvidia and Qualcomm all enter the PC processor industry, PC players are now paying more attention to their R&D team and are becoming aggressive in headhunting talents from competitors to strengthen their technology base. The sources noted that the IT market will become even more complicated and PC makers will need to be more flexible as their clients will demand their products feature different combinations of platform and if a PC maker cannot catch up with clients, the maker is likely to have difficulty surviving in the notebook manufacturing market. In 2010, EMS providers aggressively sought out talent from notebook makers, offering high salaries and causing notebook makers to try to follow suit, but now it
Foxconn, one of the world's largest electronics manufacturers, plans to increase its investment in central China's Henan Province after moving factories to Henan and southwest China's Sichuan Province last year. Foxconn plans to invest in 19 new projects in Henan, including factories that will produce camera lenses and LED lighting rigs, as well as more branches of Foxconn's retail chain Cybermart, Terry Guo, chairman of the Foxconn Technology Group, said during an economic forum held in Taipei on Friday.
Restructuring Foxconn Electronics (Hon Hai Precision Industry) is reportedly restructuring its CMMSG (computer module move and service group) and may relocate up to 20-30% of the group's workforce to other departments, according to industry sources. The restructuring will begin with the CMMSG unit in Shanghai as Foxconn is expanding the capacity of its production base in Chongqing, western China and will relocate all of its facilities for the production of notebooks for Hewlett-Packard (HP) to Chongqing in July, revealed the sources. The restructuring, which
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is the notebook makers that are recruiting. Flextronics originally had a notebook R&D center in Taiwan, and an R&D team in China, but since its notebook manufacturing business did not have a profitable strategy, the company is consolidating its resources to smart mobile devices such as tablet PCs and smartphone, and is only leaving about 20% of its original personnel from the notebook business to handle the remaining orders. Flextronics' R&D team originally came from Taiwan-based Arima Computer and the team has long years of experience. Some of the team members were recruited by Wistron to handle orders from Hewlett-Packard (HP), while some members were recruited by Compal to handle Lenovo's orders.
Hewlett-Packard (HP), Acer, Asustek Computer, Foxconn Electronics (Hon Hai Precision Industry), Inventec, Quanta Computer, Pegatron Technology, Wistron and Compal have all gathered in the city for their new production bases, and with the addition of close to 250 component makers, the mayor of Chongqing expects the city will be able to have a total production capacity of 100 million notebooks and end devices by 2015, the paper added.
Compals stock performance
Wistron Notebook production

Flextronicss stock performance
Compal Production in China Taiwan-based Compal Electronics, on June 20, signed a contract with the government of Chongqing, China and is set to establish new production plants in the city, according to a Chineselanguage Xinhua.com report. Compal's plants in Chongqing will focus on manufacturing consumer products such as notebooks, tablet PCs and LCD TVs. The company expects the plants' production capacity to surpass 10 million units by 2015, the paper noted. Since all the first-tier notebook vendors and makers worldwide including
Taiwan-based notebook maker Wistron is expected to return as a major notebook partner of Hewlett-Packard (HP) in 2012 as Wistron will start receiving short-term orders, which were originally given to Flextronics, from HP in the second half of 2011, according to a Chinese-language Economic Daily News (EDN) report citing market watchers as saying. Since Flextronics has already phased out of the notebook manufacturing business, the short-term orders are expected to boost Wistron's notebook shipments to HP in 2011 from only one million units to 2-3 million units with the company's overall notebook shipments in the second half to grow 21% compared to the first, noted the paper. In 2012, Wistron's orders from HP are expected to increase to 9-10 million units with
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five million units being enterprise models and 4-5 million units being consumer models, added the paper.
surging in the United States and growing in Asia, Latin America, and Europe. Nokia Oyj, based in Espoo, Finland, is struggling to retain users as it shifts away from its Symbian operating platform to Microsoft Corp.s Windows Phone 7 software, a transition that may last through 2012. Tablet PC Branded handset vendors as well as ODM/OEM handset makers, who have ventured into the tablet PC segment, have recently switched their focus back to the development of 4- to 5-inch high-end smartphones in the wake of recent lackluster sales of Android-based tablets, according to industry sources. With the exception of Samsung Electronics, which has managed to grab a 10% share of the global tablet PC segment, sales of tablet PCs from other vendors including Motorola Mobility, Research in Motion (RIM), LG Electronics (LGE) and HTC have been flat so far, the sources indicated. While reducing their investments in the development of 7- to 10-inch tablets, handset vendors and ODMs have instead strengthened their R&D for high-end Android smartphones regarding that the current market share of Android-based smartphones is still higher than that of iPhone, said the sources.Taiwan-based handset ODMs are also reluctant to commit large capital on tablet PCs given that only notebook ODMs and EMS firms including Foxconn Electronics, Quanta Computer, Compal Electronics and Inventec are now able to win more ODM tablet PC orders, the sources commented
Wistrons stock performance
ICT Market SmartPhone 74.6 million people in the U.S. owned smartphones during the three months ending in April 2011, up 13 percent from the three-month period ending in January 2011. Google Android ranked as the top operating system with 36.4 percent of U.S. smartphone subscribers, up 5.2 percentage points. Apple also gained share, capturing the #2 position with 26.0 percent of the smartphone market. RIM ranked third with 25.7 percent share, followed by Microsoft (6.7 percent) and Palm (2.6 percent). Global sales of smartphones will increase by 55 percent this year, with handsets using Google Inc.s Android opera ting system projected to account for about two of every five sold in the second half, according to International Data Corp. Shipments of smartphones, which allow users to surf the Internet, browse e-mail, and download movies, will increase to 472 million units from 305 million in 2010, the Framingham, Mass., researcher said yesterday. The market share for Android, which is available on several handsets including from Samsung Electronics Co. and HTC Corp., is
ARM Based Notebooks Acer, Asus, Samsung and Toshiba are among the OEMs looking to release ARM-based notebooks running Android by the end of 2011, according to reports. Quoting industry sources, DigiTimes is reporting that those OEMs,
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as well as Samsung Electronics, are working on notebooks that would be powered by chips using ARM designs and running Googles Android operating system. Metal Chasis Notebooks Of the global notebook shipments in 2011, 40% of the models are expected to adopt metal chassis and the proportion is expected to continue rising in the future, according to sources from chassis makers.
Flat Panel Industry Samsung Investment in China Samsung Electronics, the worlds No 1 television maker, held a groundbreaking ceremony for a nextgeneration liquid crystal display plant in China in a drive to target the fastgrowing Chinese market. The company said it plans to invest US$3 billion to construct a 7.5-generation liquid crystal display plant in Suzhou, Jiang Province, and make it ready for mass production by 2013. The plant, dubbed Samsung Suzhou LCD, SSL, will be built on 571,900 square metres of land and is expected to produce up to 100,000 panels per month beginning in 2013, according to company officials. The 7.5-generation display panels upgrade business productivity for firms buying the product compared to the previous generation panels because they enable greater panel production, they said.
Femtocell The total femtocell revenue grew 45% during the past 4 quarters (from 1Q10 to 1Q11), according to a study by Infonetics Research. Sequentially, worldwide femtocell units sold increased 3% while revenue decreased 3% in 1Q11 from 4Q10, as the market strives toward sub-$100 unit pricing and prices continue to erode. Infonetics expects the global femtocell market to grow 31% in 2011 over 2010 to $300 million; the market will not gain massscale traction until at least 2012.
Combining panel and chip business Samsung's head of its semiconductor division, Kwon Oh-hyun, will lead a new operation combining its flat panel and chip segments. According to the Wall Street Journal, together the divisions represented 44 percent of revenue for Samsung and an impressive 70 percent of overall operating profits. Analysts at IBK Securities told the publications that the move signifies an attempt to move from LCD to the advanced OLED. Samsung Electronics Co named the head of its chip business to lead a newly created division encompassing the firm's semiconductor and flatscreen operations in a move widely seen as aimed at overhauling its struggling LCD unit.
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Price Fixing Samsung is accused of being involved in a price fixing cartel by BrandsMart USA. The electronics retailer has pointed the finger at the company, claiming that it, alongside LG, AU Optronics, Chi Mei Optoelectronics and Toshiba, allegedly fixed prices of liquid crystal displays to drive up prices for retailers from 1996 to 2006. According to the complaint filed by Interbond Corporation of America - the name BrandsMart sits behind - the accused allegedly also used the gang to restrict production of the LCD panels, used in mobile phones and computer monitors. The company claims that the group held monthly and quarterly meetings between the alleged dates where they would whisper about how to keep price and supplies low.
LCD versus OLED Apple is likely to stick with LCDs from LG Display for the iPad 3, in spite of pressure from Samsung, a Korean report claims. LG is said to be planning a new production line for low temperature poly-silicon (LTPS) LCDs at its Paju plant; the line should kick into action by 2013, with the aim of improving screen resolutions. While LTPS LCDs can't match the resolution of OLEDs, they are about half the cost, notes the Korea Times. Samsung is rumored to be pushing for OLED nevertheless, but an industry source suggests it will lose the battle. "It is unlikely that Apple will change its convention of using the same parts for product sequels. LG's construction plan would mean that Apple will stick to the LCD for the iPad 3 and the muchtouted gadgets will come to town in 2013," the person says. The iPad 3 is unlikely to be delayed that long, however, as Apple always refreshes flagship products on at least an annual basis. A more probable ship date in March or April 2012, in keeping with the iPad 1 and 2. Another Times source claims that Apple has asked both LG and Samsung to provide LCDs with better PPI (pixel-per-inch) performance. The allegation is consistent with reports that the iPad 3 will have a higher-resolution display, closer in sharpness to the iPhone 4. Hopes had been that the iPad 2 might make the jump, but issues like costs and technical limitations are thought to have interfered.
LG Display Business Investors should buy LG Display Co.s bearish options because the worlds second-largest maker of flat screens may extend losses as television demand slows, Morgan Stanley (MS) equity derivatives strategists said.
Sony Toshiba & Sony Discussion Toshiba Corp and Sony Corp are in talks to combine their units that make small and mid-size LCD panels for smartphones and tablet computers, and may sell a stake in the new entity
LG Displays stock performance
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to the Japanese government for about US$1.2 billion (NZ$1.4 billion), sources said. The new unit would overtake Sharp Corp as the leading maker of small liquid-crystal display (LCD) panels, and comes as others in the industry have teamed up to tap the burgeoning market for high-tech portable devices. Toshiba Mobile Display Co had 9.2 percent of the global small LCD panel market in 2010 while Sony Mobile Display Corp had 6.1 percent, behind top-ranked Sharp's 14.8 percent share, according to research firm iSuppli. Analysts expect global tablet sales to soar to more than 50 million units in 2011. Apple boasts 80 percent of the market, but it is attracting many new entrants.
AUOs stock performance
Panel Production in Slovakia Taiwan's AU Optronics (AUO) opened on Tuesday its second European base for production of LCD displays in Slovakia, helping recovery in the heavily export-reliant economy. The plant located in the western town Trencin should play a key role in the manufacturing, assembly and selling of large-sized LCD modules for TV makers nearby, the company said. "With the establishment of AUO Slovakia, we are building an even more complete network with our clients to effectively deliver quality LCD products worldwide," Paul S.L.Peng, the president of AUO's Display Business Operation, said. The capacity of the AUO plant should reach 240,000 pieces per month by the end of 2011 and plant is expected to bring 3,000 new jobs by 2012. The country's government's investment agency (SARIO) said last week it had 102 investment projects in the pipeline worth around 4 billion euros ($5.7 billion) focused mainly on the automotive and electronic sectors.
AUO Business AU Optronics (AUO) saw its consolidated revenues up 1.3% on month but down 23.3% on year to NT$33.6 billion (US$117.07 million) in May 2011. Fellow company HannStar Display saw its unconsolidated revenues gain 1.13% on month but slip 34.4% on year to NT$3.94 billion. AUO's shipments of large-size panels totaled 10.45 million units in May, up 4.7% sequentially, while shipments of small- to medium-size panels increased 5% on month to 14.82 million units. For the first five months of 2011, AUO posted revenues of NT$160 billion, decreasing 18.6% from a year earlier. HannStar shipped 467,000 large-size panels in May, an increase of 54.1% from April. But shipments of small- to medium-size panels dipped 7.3% sequentially to 30.16 million units. Accumulated revenues for the JanuaryMay period reached NT$18.37 billion, down 30.7% on year.
Patent Issues AU Optronics Corp., Taiwans secondlargest maker of liquid-crystal display panels, sued Samsung Electronics Co. and AT&T Inc., claiming they infringed some of its liquid-crystal display patents.
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3D TV Panel An estimated one million shutter glasses 3D TV panels were shipped globally in first-quarter 2011 while shipments of patterned retarder 3D TV panels reached nearly 900,000. But the latter group is expected to surpass the former in shipments in second- half 2011, according to AU Optronics (AUO). Of the global top-four LCD panel makers, Samsung Electronics and Chimei Innolux (CMI) adopt shutter glasses for their 3D TV panels while AUO and LG Display choose patterned retarder. AUO develops chiefly glass patterned retarder (GPR) technology, but also makes a small volume of FPR (film PR) 3D TV panels. AUO, using switchable lens technology and facetracking system, is technically able to produce dead-zone-free naked-eye 3D TV panels, but the production cost is still high, the company said. The 3D penetration of global LCD TV shipments stood at less than 4% in first-quarter 2011 and is expected to rise to 10% in the second quarter.
up the joint venture for a 51% stake in June 2009, AUO indicated. E-Paper CopyTele, Inc. (OTCBB:COPY.ob News) announced today that it has entered into two license agreements with AU Optronics Corp. (AUO) (NYSE:AUO - News) of Hsinchu, Taiwan to produce and market CopyTeles EPaper and Nano Display technologies. The license agreements grant AUO an exclusive license for CopyTeles EPaper display patents and technology with the right to sublicense the technology to third parties and a nonexclusive license for CopyTeles Nano Display patents and technology with the right to consent to the granting of licenses of the Nano Display technology to third parties. Under the agreements, AUO will pay CopyTele aggregate license fees of US $10 million, $3 million payable as an initial fee and $7 million upon completion of certain conditions for the respective technologies. The terms of the agreements provide for the basis for royalty payments by AUO to CopyTele.
Tablet PC AU Optronics Corp. expects prices of display panels used in computers to climb further this month, driven by demand for commercial laptops, Michael Tsai, general manager of IT products said today.
ISO 5001 Energy Management Standard Taiwan-based TFT-LCD panel maker AU Optronics (AUO) on June 23 announced it has obtained ISO (International Organization for Standardization) 50001 energy management standard certification for its 8.5G plant located in the Central Taiwan Science Park, becoming the first single factory around the world and the first company in Taiwan to obtain the certification.
LCM Production Taiwan-based TFT-LCD panel maker AU Optronics (AUO) will expand monthly production capacity of LCD TV modules at BVCH Optronics (Sichuan), its joint venture with China-based vendor Changhong in Sichuan, western China, from 30,000-50,000 units currently to more than 100,000 units in 2012, according to AUO. AUO invested CNY51 million (US$7.65 million) to set
CMI Business Taiwan-based panel maker Chimei Innolux (CMI) will hold a shareholders meeting on June 28. According CMI, the company will return to the
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fundamental business, emphasizing on the production of TFT panels. Touch panels, LCD modules, systems, and packaging will be separated into different business units. In addition, CMI will decrease capital expenditure by 20-30% in 2011. The capital expenditure in 2011 will focus on improving technology, says CMI. The economic recovery in Europe and the US has been slow, and CMI holds reservations on the TFT panel market condition. CMI's 8.5G panel facility in China has not yet applied for government approval. According to CMI, the development of AMOLED is still in progress.
monitors in 2011, according to the company. As the production of the small- and medium-size panels currently accounts for 80% of its total production and large-size panels take up the remaining 10-20%, HannStar is stepping its purchase of large-size panels for monitor application from outside sources, the company noted. Meanwhile, HannStar is also ramping up its lamination capacity for touch panels to 1.8 million units a month in the second half of 2011 compared to 1.5 million units currently. Additionally, the company will also begin volume production of cover glass in July.
TouchPanel Rumors have been circulating about Taiwan-based TFT LCD panel maker Chimei Innolux (CMI) supplying touch panels to Apple to be certified for iPad 3. According to industry sources, CMI's June shipments of panels for iPad 2 are targeting 400,000-500,000 units. Nevertheless, according to upstream glass makers, CMI's demand for smallto medium-size glass is still fairly low and CMI's June shipments are estimated to be around 30,000-40,000 units only. This is still far away from the targeted shipments of 400,000500,000 units set by CMI. CMI stated its emphasis on developing in-plane switching (IPS) technology and has been expanding the technology in touchscreen applications. CMI estimates that beginning in July the monthly capacity for iPad 2 panels will increase above one million units.
Hannstars stock performance
BOE New 8.5G Plant BOE Technology, a China-based TFTLCD panel maker, on June 28 held an opening ceremony for its 8.5G plant in Beijing, China, with volume production to kick off in the third quarter of 2011, according to industry sources in Taiwan. With a monthly capacity 90,000 glass substrates, the plant will initially process 30,000 glass substrates to turn out 26-, 32-, 42-, 47- and 55inch panels for clients including TPV Technology and China-based TV vendors Haier, Hisense, Skyworth, Konka and Changhong, the sources indicated.
Hannstar Business LCD panel maker HannStar Display, which has shifted its focus to the production of small- and medium-size panels, still aims to ship three million
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Panel Market Panel Shipments According to the latest Quarterly Large Area TFT LCD Shipment Report Advanced LED+3D, 3D LCD TV panel shipments increased to 1.9 million units in Q1'11, jumping 104% Q/Q. This growth represents a 3.9% penetration among all LCD TV panels shipped. In addition, panel manufacturers are aggressively working to further increase 3D TV panel penetration in 2011, targeting 16.8% penetration in Q411, and 12.3% for 2011.
Tablet PC Global shipments of touch panels used in tablet PCs reached 6.43 million units in May, growing nearly 28% sequentially, according to data compiled by Displaybank. Buoyed by orders from Apple, May shipments of 9.7-inch panels reached 5.38 million units, an increase of 26% from the previous month. Shipments of 10.1inch models in the month grew 37% sequentially to 986,000 units, mainly used in Samsung's Galaxy Tab 10.1 tablets, said Displaybank.LG Display continued to serve as the top vendor for tablet-use touch panels with its shipments of 9.7-inch models reaching three million units in May. Samsung Electronics also shipped 1.5 million 9.7inch touch panels during the month, Displaybank noted
accused of operating a price-fixing cartel that allegedly started in 1996. They allegedly met in person and communicated by other means to agree on prices for their products, ensuring that all of them would get the most they could from customers who would otherwise benefit from their competition. Seven of the 13 companies have already admitted to participating in the cartel and have paid several million dollars in fines. It's likely they also revealed the identity of other price-fixers in order to reduce their fines by being helpful with the case. Toshiba said it is investigating the matter, while Sharp has remained tight-lipped about the affair, according to Bloomberg. China Market China has become the third largest producer of panels behind South Korea and Taiwan. According to industry sources, China has become the largest market for LCD TVs and an important producer for LCD displays. Many firms have been shifting the focus to the market in China. South Korea-based Samsung Electronics, LG Display and Taiwan-based AU Optronics (AUO) have been planning to set up factories and invest in China. Other firms such as Sharp and China-based BOE Technology have been expanding panel production to meet demand. According to BOE, the top four panel makers, Samsung Electronics, LG Display, AUO and Chimei Innolux, account for 80% of worldwide market share. Japan-based firms only account for 10-12% of total market share. According to BOE, as production at its 8.5G plant begins, BOE will take about 6% of total market share. According to DisplaySearch, China's production of large-size panels has been exceeding Japan since second-quarter 2011. China's total panel shipments in the first quarter, including panels for
Price Fixing LCD DISPLAY COMPANIES Toshiba, Sharp and 13 others have been sued for alleged price-fixing. The lawsuit was filed with the US District Court for the Eastern District of New York by two retailers, P.C. Richard & Son and ABC Appliance, in addition to the buying cooperative Marta Cooperative of America.The LCD companies are
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netbooks, tablet PCs, notebooks, LCD monitors and LCD TVs, was about 2.7 million units. Through mass production in the second quarter, the figure has increased to 3.4 million units, exceeding Japan's 2.3 million units. Future forecasts indicate South Koreabased panel makers will account for about 49% of total panel supply in 2012, and Taiwan-based firms 39% China's major TV vendors will increase their purchases of LCD panels from Taiwan makers to US$5.5 billion in 2011 with the volume likely to top 30 million units, according to Bai Weimin, vice president of the China Video Industry Association (CVIA). The average size of LCD panels purchased by China TV vendors will reach 39.5inch in 2011, up from 33.6-inch in 2010, said Bai, head of a delegation representing China's brand TV vendors visiting Taiwan currently. In addition to visiting AU Optronics (AUO) and Chimei Innolux (CMI), the delegation will also visit some component suppliers including Wistron, Silicon Precision Industries (SPIL), MediaTek, Wintek and Unity Opto Technology. China's production of LCD TVs is expected to top 150 million units in 2014, with the self-reliance ratio of flat panels to reach only 50%, Bai estimated, indicating that there is room for further cooperation between companies in Taiwan and China According to the Taipei Times, PC panel prices rebounded 3.7 percent to $55 per unit from last quarter compared to the $53 in the previous quarter. However, touch panels, commonly used in tablets are continuing to rise, with AUO claiming about 10 percent to 15 percent of its notebook panels are equipped with touch sensors. Instead of this being good news however, the company claims that this has caused "supply constraints".
Panel Production in China The LCD panel industry in China has been expanding rapidly. Many firms have been trying to enter the panel industry in China. However, due to oversupply concerns, the point of time for the next issuance of licenses for panel facilities in China might be delayed to 2012-2013. China has been developing the large-size panel industry and recently became the third largest panel producing country. China's government has been controlling the licenses for firms from Taiwan, Japan, and South Korea to set up panel production facilities in China, which allows China-based firms to begin production of 8.5G lines ahead of other countries. Samsung has broken ground of the 7.5G production facility in Suzhou in May 2011, and production should begin in the second half of 2012. AU Optronics' (AUO) jointventure 8.5G facility plans to begin production in fourth-quarter 2012. The 8.5G production facility of LG Display has obtained a license, but does not have a set schedule for construction yet. Chimei Innolux (CMI) has confirmed plans to set up a 8.5G panel production line in China but has yet to receive approval. In fact, the global panel industry has been facing oversupply problems. Panel makers such as AUO and LG Display both hold conservative attitudes toward the market and do not have aggressive capacity expansion plans. According to industry sources, it takes time for the next generation panel firms to operate and China-based panel makers might have a learning curve of 2-3 years at least. The period of high growth for LCD TV market in China has passed but the market size in 2011 will still be around 42 million units.
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Semiconductor Industry Apple Semiconductor Investments iSuppli's figures show that Apple lagged HP and Samsung in semiconductor spending in 2009--HP is one of, if not the world's biggest, seller of PCs, and Samsung sells just about every other kind of electronic gizmo, as well as computers. But in 2010, Apple ramped up its chip spending to $17.5 billion, up 80% from 2009--and $2.4 billion ahead of HP. In 2011, Apple's expected to extend this lead ahead of HP to $7.5 billion; spending by both HP and Samsung are expected to be flat.
Samsungs 28nm LP and LPH process technologies offer designers comprehensive solutions to keep pace with the challenges of exploding bandwidth, advanced integrated functionality and low-power constraints.
Health & Safety conditions Samsung plans to soon release the results of an independent probe into health and safety conditions at its South Korean semiconductor factories after employee illnesses and deaths raised fears of cancer risks. The release would take place "in coming weeks," the company said in a statement Thursday. Company spokesman Nam Ki-yung said it would be sometime in July. Samsung Electronics Co. commissioned an investigation by occupational health and safety experts last July after more than 20 of its chip plant workers were diagnosed with leukemia or lymphoma since 1998. A total of 10 died.
Samsung DRAM Samsung Electronics America, Inc., a market leader and award-winning innovator in digital consumer electronics and information technology, today announced the introduction of 30-nanometer-class1 DDR3 synchronous dynamic random-access memory (DRAM) modules for PC upgrades. This new generation of faster, more energy efficient DRAM modules will be available through consumer retail channels this summer.
Plastic production Samsung Cheil Industries, the plastics division of Korean conglomerate Samsung, on Tuesday inaugurated a plastic granulate plant in the Hungarian city of Tatabnya (NW Hungary). The 7,000sqm plant will turn out 20,0000 tons of the granulates a year, to be used in the production of electronics and automotive industry parts, said Samsung Cheil Industries CEO Baek Hwang. The plant employs 80 staff. The size of the investment was not revealed, but a sign at the site said the construction of the plant was supported with HUF 224 million in funding from the state of Hungary and the European Union.
Semiconductor Samsung Electronics, Co., Ltd., a global leader in advanced semiconductor solutions, today announced that its foundry business, Samsung Foundry, has qualified 28nm low-power (LP) process with High-k Metal Gate (HKMG)* technology and is ready for risk production. Additionally, Samsung Foundry has added a new variant to its advanced process technology roadmap, 28nm LPH HKMG process technology. With more functionality converged into a single system-on-chip (SoC),
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Intel Financial Report Intel on Friday raised its financial outlook for the third quarter, citing better-than-expected PC chip sales. The chipmaker said it would turn in revenue of between $7.3 billion and $7.8 billion for the quarter, above its previous expectation of $6.9 billion to $7.5 billion. The update moves the midpoint of Intel's revenue guidance for the quarter, a figure analysts generally use as a de facto revenue estimate, from $7.2 billion to between $7.5 billion and $7.6 billion, an increase of $300 million to $400 million. The company said in a statement that its Intel Architecture business, which includes PC processors, chipsets and related components for building PCs, is trending toward higher sales worldwide. That line of business accounts for the majority of Intel's revenue. Meanwhile, the company said demand for its communications products, which include technology such as flash memory, remains soft. If Intel's third-quarter revenue comes in at $7.6 billion, the company will post a 14 percent year-over-year increase from its revenue of $6.5 billion in the third quarter of 2002 and an 11 percent increase from the second quarter's $6.8 billion.
Application Store for Tablet and Notebook Intel hopes to make it easier for developers to make money by pushing a subscription model to sell applications through its tablet and netbook application store, a company executive said this week. A subscription model would provide another revenue stream in addition to advertising and direct sales of applications hosted on Intel's AppUp store, said Peter Biddle, general manager of AppUp products and services at Intel. AppUp, designed similar to Apple's App Store, hosts applications for netbooks and tablets running on Intel or x86 processors. Under the current revenue model, developers get a 70 percent cut on applications sold, and Intel and partners get the remaining 30 percent.
Acquiring to Nortels assets U.S. antitrust regulators have given Intel Corp approval to pursue assets being sold by bankrupt telecommunications gear maker Nortel Networks Corp, the Federal Trade Commission said on Friday.
AMD Bechmark Reports World's second largest chip maker AMD has declined to support the newlylaunched chip standard Sysmark 2012 and quit the benchmark body, BAPCo, saying it did not accurately reflect the performance of its chips. Sources said the move could lead to dip in prices of computers by as much as five per cent. The SySmark benchmark is used to measure performance by PC makers, hardware and software developers, IT departments, system integrators, publishers and testing labs. The Sysmark benchmark is used to produce chips with very high scores but many times may have unnecessary components, which increase the price of the chips, sources said. Now, AMD
Intels stock performance
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would be free to produce chips without subscribing to the benchmark, which could bring down prices. Business Applications Performance Corporation (BAPCo) has members like Dell, Hewlett-Packard, Hitachi, Intel, Lenovo, Microsoft, Samsung, Seagate, Sony, Toshiba among others.
Broadcom Femtocell Home Gateway Ubiquisys, the developer of 3G and LTE intelligent cells, today announced its continued collaboration with long-term partner Broadcom, a global innovation leader in semiconductor solutions for wired and wireless communications, to develop a fully integrated femtocell home gateway.
AMDs stock performance
Panasonic Gigabit wireless communication Panasonic Corporation has successfully developed a 60GHz multi-gigabit wireless communication technology that is optimized for mobile devices, and supports the WiGig [1] specification and/or the IEEE802.11ad [2] draft specification. This multigigabit wireless communication technology consists of a 60GHz transceiver and a baseband processor which are integrated individually onto CMOS semiconductor chips through circuit technologies optimized for mobile devices. The technology enables multi-gigabit wireless communication of more than 20 times faster than existing wireless LANs using the 60GHz frequency band, and through the optimization of both the transceiver core and peripheral circuits, it also enables lower than 1W low-power, multi-gigabit wireless communication in the future. Mediatek Business Fabless IC firm MediaTek's thirdquarter revenues are expected to reach between NT$24 billion (US$830 million) and NT$27 billion, up at least 15% on quarter, according to market sources. The company is enjoying brisk sales of its value-added 2.5G chipset solutions in emerging markets, the sources observed.
Broadcoms stock performance
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Zorans stock performance
Nanosys New Technologies for Tablets and TVs A Silicon Valley company is promising to bring more color to LCDs. Nanosys says it has developed a technology that helps deliver 50 percent more color than what's currently available on existing LCD panels. According to the company's site, "that means richer, more viscerally alive reds, a deeper palette of greens, and vivid blues." Most importantly, the company says it can deliver better color with technology already being used in tablets, televisions, and other products. Nanosys made headlines yesterday when blogger Robert Scoble gushed over the technology. He said that Nanosys CEO Jason Hartlove showed him two iPads--one with Nanosys technology and one without. Scoble was impressed with the look of one of the displays and asked whether Hartlove had somehow scored access to the long-rumored Retina Displayequipped iPad. He hadn't.
Mediateks stock performance
Tablet PC MediaTek, eyeing the growing tablet PC market, is expected to release a reference design of its tablet PC chipset solutions in the third quarter of 2011, according to industry sources.
Zoran Acquisition British chipmaker CSR Plc will buy Zoran Corp for a reduced price of $484 million in a cash-and-stock deal that is worth nearly 30 percent less than it agreed to pay for the U.S. firm in February. The firms had agreed to an all-share deal worth $679 million, but Zoran later cut its second-quarter sales outlook due to the impact of Japan (NYSE: MCO - news) 's earthquake, and Cisco System's decision to shut its Flip camcorder unit.
HomePlug Powerline Alliance Home Networks The HomePlug Powerline Alliance (www.homeplug.org), the worlds leading industry group for powerline network solutions, today announced its support of the IEEE P1905 working groups efforts to define the first standard for hybrid home networks. A P1905 network would include combinations of stationary home networking devices such as set top boxes, home gateways, Blu-Ray players and televisions, and mobile devices such as laptops, tablets and cellphones.
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Semiconductor Market Semiconductor As they have for several years, Intel, Samsung and Toshiba (in that order) remain the worlds top vendors of semiconductors, in a market which is expected to see about 4% growth during 2011. That growth, however, is softer than the robust growth seen in 2010 (though still better than 2009s dismal performance.) According to ABI Research semiconductor practice director Peter Cooney, In the first quarter of 2011 these three firms together controlled 31.6% of the global semiconductor market, a slight increase over their 2010 share. That difference was made up by Intel, which lifted its portion by 2%. In addition, the top levels of the market landscape are currently being reshaped by a wave of acquisitions. Intel acquired parts of Infineon; Qualcomm recently completed its acquisition of Atheros, and Texas Instruments is set to acquire National Semiconductor. These deals, says Cooney, will have an impact on quarterly results this year, on the companies future directions and product strategies, and probably on the division of market share. The strongest (generally) get stronger and competition increases, which forces the smaller suppliers to become more innovative in order to compete.
next two years, gaining only 8.6% in 2012 and 1% in 2013. This is due to an oversupply of semiconductor supplies at foundry manufacturers, as well as a looming oversupply of semiconductors in the market and in foundries, forecast Gartner.
Ethernet Switch After a growth streak throughout 2010 that propelled the enterprise Ethernet switching market to record levels, worldwide revenue was down 12% sequentially to $4.2 billion in 1Q11, and 9% lower year-over-year (from 1Q10). Weakness in the public sector vertical due to sun-setting stimulus programs and pressure on government budgets contributed to the decline, and will be a drag on market growth for the rest of the year. Almost every vendor posted negative revenue results in 1Q11 compared with 4Q10, with #1 Cisco down 14%, #2 HP down 3%, and #3 Juniper down 23% Only 3 vendors -Avaya, Force10, and Adtran -- bucked the downward trend, each posting global Ethernet switch revenue gains ranging from 1.5% (Avaya) to 24% (Adtran)
WLAN Equipment After a record fourth quarter in 2010, worldwide WLAN equipment revenue decreased 8% in 1Q11, to $698 million, due to ASP pressure, a seasonal decline in APAC, and slowing public sector sales Global WLAN equipment revenue is up a healthy 17% year-over-year (1Q10 to 1Q11), continuing a trend of strong double-digit YoY growth for 6 quarters in a row.In 4Q10, 802.11n access points APs outnumbered legacy a/b/g APs for the first time, and the march toward 802.11n continues: in 1Q11, 11n APs were up 4% sequentially, while legacy APs declined 9%. Worldwide enterprise router sales totaled $797 million in 1Q11, down 14% sequentially and down 3% from a
Capital Spending With semiconductor capital spending on track to increase 10.2% over 2010 to $44.8 billion this year, the market is posed for a decline in late 2012. This, in turn, is expected to lead to a decrease in semiconductor prices in 2013, according to Gartner. Semiconductor capital revenue-basically investment in manufacturing capability--is expected to slow over the
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year ago in 1Q10, marked by declining mid-range router sales and strong lowend sales All major world regions saw sequential declines in enterprise router sales in 1Q11, and only Asia Pacific and Central and Latin America posted increases year-over-year (from 1Q10), lifted by the financial sector, and, counter to the worldwide trend, the public sector. Cisco is the biggest enterprise router vendor by far (77% of revenue). HP moved into second place for the first time (6% revenue share), lifted by their exposure to the Chinese market
Service Industry BBC Connected TV services The BBC has launched a BBC News app for connected TV which will bring video news clips via the web to living-room TV screens.Rivera said the strategy is "one service, ten products and four screens", and noted that the PC is now the slowest growing iPlayer platform of the four - PCs, TV, mobile and fondleslabs. Mobile grew at 67 per cent, on TVs by 17 per cent, and PCs by 15 per cent. "The tablet is essentially becoming the second TV in the home," he said. The new service combines existing video and text content from BBC News Online and will initially be made available on Samsung's range of Smart TVs. The app has been designed as a complement to the BBC's live 24-hour news channel. Editorial teams in the newsrooms will curate clips to run alongside text-based news from BBC News Online.
Skype Social TV services Comcast Corp. and Internet phone service Skype want to make television more social. To that end, the companies are partnering to offer Skype's high-definition video calling through a television set. The new service will allow a family to broadcast a birthday party to remote relatives, for example, or communicate in real-time while watching a sports game. Comcast and Skype announced their partnership in advance of the National Cable & Telecommunications Associations Cable Show, which officially kicks off Tuesday at McCormick Place and runs through Thursday.
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Service Market Online Video services A new study by Citigroup analyst Mark Mahaney reinforced Netflix's dominance of online video. The online check had Netflix representing 24.5 percent of online video, ahead of Hulu (22.5 percent) and just short of Facebook (27.1 percent). iTunes was the top payper-show provider but was well short in use at just 9.8 percent of those asked online. YouTube was appropriately the dominant video provider at 69.2 percent. Amazon's Instant Video service was comparatively close to iTunes at 7.3 percent
Payment Industry Verifone Business VeriFone Systems Inc., which makes check-stand electronic payment systems, reported fiscal 2011 secondquarter earnings late Thursday that beat analysts' estimates. The company reported net income of $25.2 million, or 27 cents per share, on $292.4 million in revenue for the three months ended April 30. That compares with income of $20.2 million, or 23 cents per share, on $240.7 million in revenue for the same period a year earlier.
Verifones stock performance
Verifone PAYWARE versus Cash register PAYware Mobile aims to out-ring cash registers. Verifones NFC-capable payment system PAYware Mobile has reached Asia, after launches in North America and Europe. The device attaches to any iPhone 3G, 3GS and iPhone 4 to convert it into a portable payment terminal via an in-phone application. The device features a PIN pad and 2D bar-code scanner for mobile checkouts and inventory. Retailers can manage several devices remotely from a single administration account. The system is PCI and EMV
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compliant. Verifone also claims the device is the worlds smallest NFC acceptance machine. Verifone is targeting Japan, Hong Kong and Singapore for its Asia rollout. The company is conducting pilot tests with retailers in all three markets. Ingenico Mobile Payment Ingenico (Euronext : FR0000125346 ING), leading worldwide provider of payment solutions, today announced the launch of a contactless payment solution for London 's famous 'Black Cab' taxis. The solution was developed as part of a Visa Europe-led initiative to increase card acceptance in London's taxis. Based on Ingenico's leading iCT250 device with GPRS, contactless and colour screen, it will eventually allow all 25,000 London Black Cab drivers to easily access contactless payment technology while enhancing the consumer experience when commuting in London.
Canada, has selected and will deploy Hypercoms Optimum countertop and mobile payment systems with SPOS32 MSR/EMV software application to its merchant customers. Hypercoms systems replace an incumbent providers product and were selected in head-to-head competition with other global payment providers. Financial terms were not disclosed.
Hypercoms stock performance
Paypal Mobile Payment PayPal raised its 2011 Mobile Total Payments Volume (TPV) projections to $3 billion, the third time it has updated projections. Laura Chambers, Senior Director of PayPal Mobile, announced the new figures in a blog post. "We first predicted $1.5 billion in 2011 mobile payments volume. At our analyst day in February, we upped that to $2 billion and just a few months later, we have now added another billion to that number." PayPal saw $6 million in mobile TPV a day in March; it now sees up to $10 million in mobile TPV a day; Eight million customers currently make regular purchases on their mobile phones, up from a previously reported six million users. PayPal's parent eBay generated nearly $2 billion in mobile gross merchandise volume (GMV) in 2010 and says it is on track to double its mobile GMV to $4 billion in 2011. Nearly $850 million of eBay's mobile
Ingenicos stock performance
Hypercom Mobile Payment Hypercom Corporation (NYSE:HYC News) today announced that SecuTrans Bank Card Service, a leading credit and debit card merchant service provider in
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GMV came from the United States. Leading international markets included Germany and the U.K. (which together generated nearly one-third of its mobile sales in 2010), Australia, Canada and France. The fastest growing international eBay mobile markets were Australia and the U.K. Unilever Mobile Marketing Unilever (NYSE: UL ) (NYSE: UN ) , the fast-moving-consumer-goods giant, aims to use mobile as its top marketing channel by 2020. The company says it has already started to implement this strategy by absorbing the mobile data charges when users access Unileverbrand websites.
Unilevers stock performance
Payment Market NFC Korean Alliance The new Grand NFC Korean Alliance, composed of both government bodies and technology companies, is looking to advance NFC tech in a number of ways--from building test-bed devices so third-party firms can build their own systems, to putting together a proper service infrastructure. That's why there are cellphone firms in the mix, along with LG, Samsung and a number of
other makers, credit card companies, and existing telecoms billing providers. Pretty much everyone who would need to be involved to make an NFC solution work, right down to the Korea Internet Companies association, is involved. The Alliance has its eye on first-mover advantage, aggressively pushing NFCenabled tech in Korea so the firms involved can build up expertise and thus offer their services on an international market with a degree of history that would be hard to rival. More merchants will get NFC-equipped card-processing terminals, and ticketing for transport and access will have an accelerated development to adopt NFC tickets. Tourist information will get an NFC boost, advertising will get custom NFC tags in a location-based-services experiment, and coupons and NFCbased smart wallet tech will be developed. If that sounds familiar, it's because some of it is reminiscent of what Google, Visa, and MasterCard have been proposing in a number of (slightly overlapping) schemes to get digital-payments tech and integrated smartphone apps using NFC in the U.S. The difference is that instead of competing against each other, the coalition in Korea is pulling in the same direction--and with huge manufacturers like LG and Samsung aboard, it can cover the hardware, software, and fiscal infrastructure needs all at once. The plan is to generate around $1 billion (equivalent) in production revenue, $320 million in "added values," and around 5,700 jobs over the next five years. Pretty serious plans, in other words.
Mobile payment - NFC A recent report from Juniper Research says the global NFC mobile payment transactions will reach approximately $50 billion by 2014, and the next few years are supposed to be major turning points. The technology and consumer interest are there, as are some baby
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steps in the right direction but this doesnt mean its going to be easy.
Energy Industry LG
Payment Standards The Secure POS Vendor Alliance (SPVA), a non-profit business organization founded byHypercom (NYSE:HYC News), Ingenico S.A. (EURONEXT:INGNews) and VeriFone (NYSE:PAY News), announces the release of standards for the post manufacturing stage of a secure payment device. The new guidelines require that a payment device be properly handled from the moment it is produced to the moment it is loaded with customer keys. The PCI Security Standards Council Friday released its long-awaited guidance on how mobile payment acceptance applications can meet PCI standards .
Solar Energy Polysilicon LG Chem Ltd. (051910), South Koreas biggest chemicals maker, said it plans to spend 491 billion won ($455 million) to build its first polysilicon plant to move into the worlds fast-growing solar energy market. The facility in Yeosu will be able to produce 5,000 metric tons a year of polysilicon, used in solar cells, when construction is completed by the end of 2013, the Seoul-based company said today in a regulatory filing.
Toshiba SmartGrid Toshiba Corp said Wednesday it has acquired a 75% stake in a Malaysian power transmission and distribution equipment company for about 1 billion yen to promote its transmission and distribution business in Southeast Asia. With the acquisition, TopRank Corp, which makes and sells medium voltage switchgears and vacuum circuit breakers for power and industrial systems, has been renamed Toshiba Transmission & Distribution Systems Asia, the Japanese electronics maker said. The company also has a track record of providing energy automation systems and undertaking engineering, procurement and construction projects for transmission and distribution systems, according to Toshiba. Toshiba said it will place the company as its global supply center for medium voltage switchgears and vacuum circuit breakers, while promoting the expansion of Toshibas solar generation system and smart grid businesses in Southeast Asia.
US Online Alternative Payment Market Packaged Facts reveals total U.S. dollar volume of online alternative payments rose 25% to reach $62 billion in 2010, more than double the level seen in 2006. The total U.S. alternative payment market is expected to reach $127 billion by 2015. "The mobile payments market is set to explode, perhaps as early as this year," says David Sprinkle, research director and publisher of Packaged Facts. "PayPal alone announced $750 million in total mobile payment volume worldwide in 2010 and expects to reach $2 billion for 2011. Though PayPal may be the only player recording that level of mobile payments, several major initiatives either rumored or announced indicate that interest in mobile payments is hitting critical mass. The old school payments paradigm will start losing more and more of the playing field."
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SmartGrid After establishing a dedicated smart community business division in October 2010 Toshiba Corp. now plans to triple its funding for the expansion of its smart community-related business, including its smart grid and building facilities, to $11.916 billion in 2015 from $3.732 billion in 2010. The business unit reports directly to Toshiba's president and CEO. This developed as Toshiba and HewlettPackard Co. (HP) have both signified their plans to "synergistically collaborate" to identify and develop opportunities to help realize their vision of a shared smart community and to capitalize on their strategic work in the areas of cloud and connectivity, networking and intelligent infrastructure. General Electric Co. (GE) and SAP AG (SAP) joined an alliance of companies including Landis+Gyr AG to develop common standards for a U.K. smartmeter market that may be worth 3.8 billion pounds ($6.2 billion) this decade. Fairfield, Connecticut-based GE, Germanys SAP, Logica Plc (LOG), Trilliant Inc., Itron Inc. (ITRI) and Sensus USA Inc. joined the alliance formed a year ago by Elster Group SE (ELT), Secure Meters Ltd. and Landis+Gyr, according to an e-mailed statement from the group. Toshiba Corp. (6502) of Japan agreed last month to buy Landis+GYR for $2.3 billion. The companies are developing a set of specifications that will make their products compatible with each other as U.K. companies work to meet a government goal to install 53 million smart meters in homes and businesses by 2020.
cars and plug-in hybrids. Ford plans to start mass producing those vehicles next year and Toshiba already has a previously signed contract to supply motors for the vehicles. Under the latest agreement, the Japanese electronics maker will supply both inverters and motors as a package to Ford. Toshiba said it will build a new production line capable of manufacturing 150, 000 inverters a year at its plant in central Japan. The new line will be ready to start supplying the inverters in April. Toshiba considers power electronics, such as motors, inverters and rechargeable batteries comprises, to be a promising field, as hybrid and electric vehicles become more widespread globally. Last week, Mitsubishi Motors Corp. (7211.TO) said that it has chosen Toshiba's rechargeable battery for two new electric vehicle models it has coming out later this year. Panasonic Solar Cell Infineon Raceway, in partnership with Panasonic, has completed a major milestone in energy conservation with the successful installation of 1,652 solar panels at the Northern California raceway. The photovoltaic cells in Panasonic's solar panels are manufactured in the United States in Salem, Ore. The aggregate impact of the installed panels is generation of 353 kilowatts of power. It is estimated that the installation will save 34,000 barrels of oil over 30 years.
Sharp Solar Energy Huntington Beach, Calif.-based Sharp Electronics Corp., the U.S. subsidiary of Sharp Corp., announced Wednesday that it is relocating its Solar Energy
Electric car Toshiba Corp. (6502.TO) said Monday that it has been selected by Ford Motor Co. (F) to supply automotive inverters for the U.S. auto maker's hybrid electric
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Solutions Group to the companys campus in Camas, Wash. The Camas facility is already home Sharps U.S. research and development laboratory and its microelectronics unit. Sharp said that will create a superhub for its West Coast operations. Solar Cell Sharp Manufacturing Co. of America switched on a 1,174-panel solar array Tuesday that doubled the company's on-campus solar-power production, enough to run 53 homes. The ground-mounted array is lined neatly under Sharp's large sign at the corner of Raines and Mendenhall. But most of the new array -- 910 panels -- is mounted on the facility's roof.
shipments have been increasing continuously. Comtec expects the sales of N-type solar wafers to account for one third of total shipments in second half of 2011 and to reach 50% of total shipments in 2012. AU Optronics Corp. ("AUO" or the "Company") (TAIEX: 2409; NYSE: AUO) announced it will participate in Intersolar Europe 2011 in Munich from June 8th to 10th to showcase its world's first carbon footprint PV module EcoDuo PM200P00, European-made latest products, and cutting-edge ACPV technology. With the help of its local partners, AUO actively expands into the European solar market and strengthens its presence in Germany, Italy, Slovakia, the Czech Republic and the UK with its image of reliability and sustainability.
Foxconn Solar Energy Foxconn Electronics (Hon Hai Precision Industry) is set to expand into the solar business in the second half of 2011, the company announced at its annual shareholders meeting on June 8.According to Terry Guo, chairman of Foxconn, the time of low gross margins has come for the solar industry, and effective management has become the key for survival. The effective cost control of Foxconn will be utilized on the development of solar-related materials, added Guo. 1. .
Sharps stock performance
AUO Solar Energy Industry sources stated that Chinabased mono-crystalline solar wafer firm Comtec Solar has received orders from US-based SunPower for it N-type solar wafers, and therefore its shipments for second-half 2011 will increase significantly. M.Setek, a business unit of AU Optronics, also supplies SunPower with the N-type solar wafers. According to Comtec, the main market for N-type solar wafers is the US as Total
Solar Cell French oil company Total (Euronext: FP.NX - news) to acquire a controlling stake in U.S. solar cell maker Sunpower (SES: 5GD.SI - news) (notified May 24/deadline July 1/simplified)
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Totals stock performance
LUKOIL Renewable Energy ERG (MDD: ERG.MDD - news) and Russian oil producer LUKOIL (MCX: LKOH.ME - news) to set up a joint venture for generating power from renewable sources (notified June 7/deadline July 13/simplified)
film solar cells and is expandable to 480 MW. Last week, Canadian Solar (Nasdaq: CSIQ ) signed a joint venture with Suzhou New District Economic Development Group and Suzhou Science and Technology City Development. Canadian Solar will contribute 61% of the equity to the 600-MW plant, which can be expanded to 1.3 GW to 1.4 GW. Joint ventures allow solar manufacturers to build capacity more quickly without raising capital. SunPower has been especially aggressive in the last year, partnering with AUO and Total (NYSE: TOT ) , which will provide debt financing along with taking an equity stake. Similar ventures are also taking place downstream, where investors like NRG (NYSE: NRG ) are partnering with manufacturers like SunPower to build solar plants. The two companies are currently working on the California Valley Solar Ranch, where NRG contributed $450 million of equity capital.
SmartGrid & Smart Meters Global shipments of smart meters will exceed 100 million this year and forge ahead to more than 250 million by 2016, with Europe being the main constituent of this total installed base. Enterprise Smart Grid is currently a $5.2B vendor market in the U.S. and growing at 40 percent per year, according to Groom Energy research.
Lukoils stock performance
Energy Market Solar Energy SunPower formed a joint venture with AU Optronics (NYSE: AUO ) to build the 1.4-GW solar cell fabrication plant called Fab 3. Sharp, one of the world's largest solar manufacturers, formed a $128 million joint venture with Enel Green Power and STMicroelectronics. The plant will produce 160 MW of thin-
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2011

BUSINESS AND TECHNOLOGY REPORT

Prepared by Ferhat nlkal 7/3/2011

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Samsungs stock performance

BUSINESS AND TECHNOLOGY REPORT

LGs stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Portugal site and dumped part of its database online.

Sonys stock performance Sharps stock performance

BUSINESS AND TECHNOLOGY REPORT

Toshibas stock performance

Panasonics stock performance

BUSINESS AND TECHNOLOGY REPORT

Green Product Panasonic Corporation (NYSE:PC News)(TOKYO:6752.t 7

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

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BUSINESS AND TECHNOLOGY REPORT

Apples stock performance

BUSINESS AND TECHNOLOGY REPORT

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than 80 per cent higher than it made last year.

BUSINESS AND TECHNOLOGY REPORT

a "Tri-Dual" configuration -- dual-core, dual-channel and dual-memory.

BUSINESS AND TECHNOLOGY REPORT

Foxconns stock performance

BUSINESS AND TECHNOLOGY REPORT

Compals stock performance

Wistron Notebook production

BUSINESS AND TECHNOLOGY REPORT

Wistrons stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

LG Displays stock performance

BUSINESS AND TECHNOLOGY REPORT

AUOs stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Hannstars stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Intels stock performance

BUSINESS AND TECHNOLOGY REPORT

AMDs stock performance

BUSINESS AND TECHNOLOGY REPORT

Zorans stock performance

Mediateks stock performance

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

BUSINESS AND TECHNOLOGY REPORT

Verifones stock performance

BUSINESS AND TECHNOLOGY REPORT

Hypercoms stock performance

Ingenicos stock performance

BUSINESS AND TECHNOLOGY REPORT

Unilevers stock performance

BUSINESS AND TECHNOLOGY REPORT