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SDN & NFV Intelligence ServiceIdentify opportunities in the software-defined networking (SDN) and network functions virtualization (NFV) markets. This service features four proprietary trackers that detail global and regional markets for data center and enterprise SDN hardware and software and carrier SDN, SDN and NFV hardware, software and services.Subscribers Only
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X-Ray Intelligence ServiceAdvance your competitive position with leading X-ray technology and market intelligence. This service features our X-ray Equipment Database, which provides detailed revenue, unit shipment and ASP five-year forecasts for numerous X-ray products in more than 30 countries.Subscribers Only
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[Display Dynamics] LCD TV panel shipment for 2020 is forecast to decrease by 8.2% YoY to reach 265 million unitsDecember 13, 2019With Korean panel makers actively reducing production and shutting down fabs, the LCD TV panel shipment in 2020 is expected to shrink significantly year-over-year (YoY) to 265 million units. In 2020, the LCD TV market is predicted to grow from 2019, while the Gen 8.5 fab shutdown is anticipated to decrease the production of LCD TV panels of specific sizes. Against this backdrop, the demand and supply situation of LCD TV panels in 2020 is garnering more interest.Subscribers Only
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[Display Dynamics] LCD TV panel price drop ended in November but a possible increase is forecast for 2020December 11, 2019The downward trend of LCD TV panel prices, which had been falling to a record low, ended in November, and signs of a turnaround are showing. This is because panel makers reduced production and carried out fab restructuring, and demand for panels in certain sizes rose. Considering the LCD TV panel shipment forecast in 2020, prices will likely increase as supply will decrease significantly.Subscribers Only
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Further expansion of Channels and Programming IntelligenceNovember 29, 2019Channels and Programming Intelligence has just added revenues deriving from 203 groups operating in the pay TV segment of 17 territories. Notably, the expansion includes 83 pure platform operators that are not currently included within the service as well as 34 multi-market operators and 169 groups active in one territory only.Subscribers Only
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Large Area Display Price TrackerNovember 27, 2019Gain insights into the pricing dynamics of the large area display market. This tracker provides monthly panel price updates for large-area applications, including notebooks, LCD monitors, and LCD TVs.Subscribers Only
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2019 China TV Sales Snapshots during Double 11November 19, 201911/11 (also called Double 11, or Single's Day) is a retail holiday in China, where major retailers off promotions and discounts to celebrate single people. Alibaba this year recorded $38 billion USD in sales during the holiday, a 26% increase over last year. TV unit sales look to have increased by 15% over a year ago, led by major discounts in sizes 65" and larger.Subscribers Only
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2019 Black Friday Preview for TVsNovember 18, 2019Annual look at upcoming TV promotions and expectations for Black Friday in the US, including key retailers roundupSubscribers Only
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Global flat panel TV shipment share and rankings in Q3’19November 18, 2019Brand share results and analysis from recently published Q3'19 TV set shipmentsSubscribers Only
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[Display Dynamics] Analysis of LCD TV panel supply/demand outlook based on panel fab restructuring of Korean display makersNovember 06, 2019Korean display makers have actively initiated LCD TV fab restructuring since the third quarter of 2019 (Q3 2019). This should have a positive impact to the LCD TV panel supply/demand in 2020. However, it is notable that Chinese panel producers are taking action toward producing new products in Gen 8.6 of specific sizes, in which the production is to be reduced by Korean makers. Nevertheless, according to the aggressive version outlook that projects Korean LCD TV panel fab restructuring to continue 2020 onward, the supply/demand balance of the overall large display market is expected to move toward a positive direction for display manufacturers.
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Consumer Electronics Market TrackerNovember 04, 2019Consumer Electronics Market Tracker provides extensive data and analysis, at global and regional level on a quarterly basis, covering 36 devices across 7 regions.Subscribers Only
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Consumer Electronics Market: Impact of US-China Trade WarOctober 28, 2019The following presentation was given by Executive Director Hisakazu Torii at the recent Taiwan Technology Executive Briefing.Subscribers Only
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US TV Holiday Promotions Kick Off with Sam's ClubOctober 28, 2019The 2019 US Holiday selling season kicks off in early November, as retailers try to avoid the crunch around Black Friday, and get consumers' holiday shopping dollars in as early as possible. The ad for Sam's Club One Day Only sale on November 9th just dropped. We breakdown the highlights for TV.Subscribers Only
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China National Day TV Sales Highlights 2019October 15, 2019The China National Golden Week Holiday has just concluded, and the results continue a string of disappointing holiday sales performances. Total units were down 8% Y/Y, and revenues down 13% Y/Y due to price erosion for the two weeks leading up to the holiday period. Please download the attached presentation for a full analysis.Subscribers Only
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Esports on TV & Online Report - 2019Online continues to dominate esports coverage as views hit 17 billionOctober 14, 2019The competitive element has always been an important part of gaming, but the business side of esports has started to develop much more recently and has now become an established sector of the entertainment industry. The esports audience is predominantly made up of young adults, skewing heavily towards males. This demographic traditionally spends little time watching linear TV and is usually more inclined to watch content online and on demand. Not surprisingly, digital platforms dedicated to esports have proved highly popular with young adults. Competitions are watched live on online platforms rather than traditional TV channels, and Twitch (acquired by Amazon in 2014) has gained the leader role in the industry—with the exception of Asia, which is driven by completely separate dynamics. Despite Twitch’s near-monopoly of esports coverage outside Asia, traditional media companies have stepped into the market to try to gain a share of the rapidly-evolving esports business.Subscribers Only
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[Display Dynamics] LCD TV panel prices might hit bottom but price recovery possible in Q4 2019October 08, 2019LCD TV panel prices continue to fall in September 2019, but the drop is slower than in previous months. The panel makers’ utilization management including Korean panel makers’ aggressive fab plans will be factors for price recovery, but the LCD TV panel demand for the fourth quarter of 2019 (Q4 2019) is expected to decrease and further, panel buyers want to continue the panel price erosion.Subscribers Only
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[Display Dynamics] Large area TFT display annual shipment growth in 2019 expected to be volume-wise negative 1.4%, but area-wise positive 3.7%October 02, 2019On the other hand, compared with the previous quarter’s outlook, Q3 2019 shipment volume is expected to decrease 4% year-over-year and decrease 2% area-wise due to recent difficult market conditions.Subscribers Only
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[Display Dynamics] Will Gen 8.5 capacities’ reduction save LCD TV panel prices?October 01, 2019Amid a protracted slump in market demand and excessive panel inventory level despite capacity reduction that began in June, LCD TV panel prices have continued to sink at an unprecedentedly fast pace from May to August. The downward spiral in price is expected to lead to a drastic capacity cut of the Gen 8.5, which has rapidly lost ground to Gen 10.5 rivals within this year, a move that would affect panel prices.Subscribers Only
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US-China Tariffs Escalate - CE tariffs increased from 10% to 15%August 26, 2019On August 23rd, China raised tariffs on about $75 billion in goods from the US, including agricultural and automotive products. In response, President Trump announced later the same day that he was raising the impending tariffs on about $300 billion in goods from China, broken into two waves, from 10% to 15%.Subscribers Only