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China: Tencent to launch Nintendo Switch on December 10thDecember 04, 2019After months of waiting, Tencent and Nintendo confirmed that they would be officially launching Nintendo Switch in mainland China on December 10th, 2019 just in time for the major Double 12 shopping event but with only one official game title available, New Super Mario Bros U Deluxe.
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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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China: New regulation to limit child spending in online and mobile gamesNovember 06, 2019Mainland China's General Administration of Press and Publication has introduced a series of policies aimed at reducing video game addiction in children. This insight note is our initial view of what impact these policies will have on the games market in the territory.
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AMC Theatres launches VOD service to take slice of digital movie transactions of its 20m loyalty membersOctober 18, 2019AMC Theatres, the largest exhibitor in the US, has entered the streaming business with a movies on-demand model offering close to 2,000 newer releases and library titles exclusively for its AMC Stubs loyalty members.
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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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Trending: Onshoring electric motor production supports demand for EVs and HEVsOctober 11, 2019Half a decade ago the production of traction motors for electric and hybrid-electric vehicles was concentrated in the home location of the Automotive OEM. This was simply because the demand for EV/HEVs was not worth the investment of building new facilities close to the demand location. However, the rapid growth in demand for EVs in the recent years is gradually influencing the supply chain, companies’ business models, and encouraging more collaboration and joint ventures in the automotive industry. In the Chinese market, joint ventures between traditionally large western OEMs who wish to enter the Chinese market and local vendors are becoming more commonplace. The most recent announcement was in August 2019 about the joint venture between Nidec – a Japanese electric motor company – and GAC Motor – a Chinese vehicle manufacturer – to produce traction motors.
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Barco invests in Chinese LED manufacturerSeptember 16, 2019Projector manufacturer and visualisation firm, Barco, has announced a strategic deal with Chinese firm Unilumin, a major LED manufacturer. As part of the collaboration, Barco intends to acquire a minority stake in the company through a share transfer agreement.
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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
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iQIYI Q2 2019 results highlight challenging advertising environment in ChinaAugust 22, 2019iQIYI reported a 15% increase in revenues for the quarter ended 30 June, totaled RMB 7.1 billion (USD 1 billion). • Membership services grew 38% to RMB 3.4 billion (USD 479 million) • Online advertising services dropped 16% to RMB 2.2 billion (USD 310 million) • Content distribution was down 4% to RMB 0.5 billion (USD 70 million) • Others category grew 82% to RMB 1 billion (USD 141 million) The company attributed the continued overall revenue growth to the solid subscription growth; while admitted that the challenging macroeconomic conditions and delayed content launches had slowed online advertising and content distribution revenue growth. “Others” revenues benefitted from the company’s acquisition of game company Skymoons.
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Huawei enters TV market: Honor TV unveiledAugust 14, 2019On August 10th, Huawei announced the debut of the new HarmonyOS operating system in China, alongside the announcement of their first TV under the Honor sub-brand, which will use the new operating system. This new TV, which joins an increasingly crowded field of sets from other smartphone companies turning to the TV market, like Xiaomi, might signal a new phase in the competitive landscape, at least within China for now.Subscribers Only
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Most US CE Import Tariffs Delayed ... except TVsAugust 13, 2019On August 13th, 2019, the Office of the US Trade Representative announced that it was delaying the implementation of new 10% tariffs on some products that had been scheduled to go into effect on September 1st. Of the $300 billion tranche that was originally to be affected, CE products were some of the most prominent new inclusions, and surely would have impacted prices during the upcoming holiday season. The categories included in the delay entail smartphones, Notebook PCs, tablet PCs, game consoles and desktop monitors, along with other popular holiday shopping goods. However, TVs were not included on the list, and remain to be subject to the additional 10% tariff on September 1st. Of course, this could change.
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China Joy 2019: Smartphone manufacturers partner with Qualcomm to enhance vision for mobile gamingAugust 06, 2019During China Joy, Oppo, Vivo, Nubia and Xiaomi presented their latest smartphone models for premium gaming in Qualcomm’s Pavilion. Qualcomm introduced Snapdragon Elite Gaming, a set of hardware and software features that "transform premium mobile devices into gaming machines". The technology is available on these smartphone models, and is powered by the Snapdragon 855.
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H1 2019 screen update – Growth driven by China and other high growth screen territories including Indonesia, Vietnam and UKAugust 06, 2019We have added data for cumulative screen totals at H1 (Q2) 2019 for all territories and regions tracked by Cinema Intelligence. The data is also available for equipment manufacturers and as market share comparisons. Further data is available to subscribers in this commentary.Subscribers Only
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China Joy 2019: Nintendo makes first official appearance and Sony introduces numerous Chinese-developed titlesAugust 05, 2019Sony’s press event did not spark great interest among gamers, partly due to the dispute surrounding Genshin Impact. The game looks very similar to The Legend of Zelda: Breath of the Wild, from the graphic design to the gameplay. As the Switch will come to China in the very near future, and Breath of the Wild will be one of the first games to be released, the criticism was intensified. However, we have also noticed several other interesting games presented during the event that cater to the Chinese market.
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InfoComm China 2019: Digital Signage and Public Information DisplaysAugust 02, 2019InfoComm China 2019 was held from July 17-19 in Beijing, China. InfoComm China is the largest professional audiovisual trade show in Asia focused on the ProAV industry, and is part of a global alliance of tradeshows. Over 100 products were newly launched at the show to China and to Asia. For the purpose of this report, IHS Markit is mainly focusing on coverage of large format displays including LCD, OLED, and LED display technology.Subscribers Only
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Spain and Italy provide DTT subsidies to accelerate the release of 5G spectrumJuly 31, 2019The Spanish government approved in June 2019 a package of €150 million in state-aid to facilitate digital terrestrial television (DTT) migration for the second time in the country. The money will go to local communities to finance the retuning of TV antennas as DTT broadcasters will relinquish frequencies in the 694-790 MHz UHF band for 5G services. Spaniards must retune their antennas, as all DTT channels must move to frequencies below 694 MHz by June 2020. The spectrum between 694 and 790 MHz, the so-called 700 MHz, will be auctioned to mobile broadband operators, by the end of 2020 to facilitate the launch of 5G services in Spain. Meanwhile, the Italian Ministry of Economic Development has issued a list of guidelines for the provision of subsidies to buy TV sets and DTT set-top boxes compatible with the DVB-T2 HEVC standard. The pay-out of €151 million in subsidies commence in November 2019. The guidelines propose that Italian residents on social benefits receive a refund or rebate of €50 per household, for the purchase of a single device by December 31st, 2022 or until the allocated resources are exhausted. The aid will be granted on the principle of technological neutrality. The Italian government has committed to ceasing all DVB-T DTT transmissions and switching to DVB-T2 by June 2022. The European Commission has decided that the state-aid schemes of Spain and Italy are in line with EU state-aid rules and subsequently granted its approval.Subscribers Only
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China LED video display market growth driven by focus on ‘Indoor’ applications from government initiativesJuly 30, 2019In May of this year, three effective Shanghai local government organizations, the Shanghai Administration for Industry and Commerce, the Shanghai Urban Planning Administration, and the Office of the Shanghai Municipal Administration Committee, jointly issued a notice for "Planning and Management Method for Outdoor Advertising Settings in Shanghai". This notice pointed out more than 500 LED outdoor large screen displays as the object of complaints for light pollution, then clearly commented that outdoor advertising facilities should be coordinating with the surrounding environment, and outdoor displays for advertising should not directly affect traffic, municipal public facilities, and people’s daily life.Subscribers Only
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China: PC games continue to shut down in 2019July 12, 2019In addition to the well-saturated PC games market facing cannibalisation from IP adapted hardcore mobile games, Chinese publishers have also struggled with a 9-month freeze on issuing publication numbers (ISBN) which stops monetisation of new games. With few new revenue streams to expand the PC online game business, the publishers have to shut down legacy titles which have little user traction and cannot gain much profit, in order to save operating costs.
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Chinese box office down by 2.7% in first half of 2019July 11, 2019Cinema box office in China went down by 2.7% in the first half of 2019 to RMB31.2 billion ($4.5 billion). Cinema admissions decreased by a larger 10.3% to 808 million compared to the same period last year.
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TCL Group Business Structure and Analysis 2019July 08, 2019TCL's rise to #1 in North America during Q1'19 highlights consistent growth, especially via TCL's OEM business. It's worth taking a deeper look at TCL and how their recent growth is affected by corporate relationships and recent restructuring.Subscribers Only
