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Research by Market - Mobile, Consumer & Connected Devices Analyst - Deborah Yang Analyst - Irina Kornilova Analyst - Jerry KangBy Attribute
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Impact of Proposed China Tariffs on US TV MarketApril 06, 2018On April 4th, the US Office of the Trade Representative published a list of 1,300 products that could be subjected to an additional 25% import tariff if coming from China. Flat panel TVs are included on this list, and given the very low margins on the bulk of entry level TVs, and the fact that many of the smaller in mid-sized TVs are imported fully assembled from China, it could have a very big impact on the entire TV market. The attached report breaks down the details of the possible tariff, and the impacts on the supply chain, as well as possible reactions. Of course, it is important to note that this list of products is under a 60 day review process, and we expect heavy lobbying on the part of manufacturers and trade organizations. The outcome or final list could change before the end of May.Subscribers Only
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Flexible AMOLED Panel Supply Capacity to Exceed Demand by 44 Percent in 2018, IHS Markit SaysNovember 14, 2017With flexible active-matrix organic light-emitting diode (AMOLED) panel fabs building at a quicker pace than global demand, supply capacity of flexible AMOLED panels is forecast to be 44 percent higher than global demand in 2018, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
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AMOLED Fine Metal Mask Market Expected to Reach $1.2 Billion by 2022, IHS Markit SaysJuly 05, 2017As active-matrix organic light-emitting diode (AMOLED) displays quickly displace liquid crystal displays (LCDs) in smartphones, panel makers are rapidly adding new production capacity, accelerating the demand for the fine metal mask (FMM), a critical production component used to manufacture red-green-blue (RGB) AMOLEDs.
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South Korean and Chinese TV Makers’ Panel Demand Expected to Pick Up in Q3 2017, IHS Markit SaysJune 28, 2017Panel demand from South Korean and Chinese TV makers is expected to pick up in the third quarter of 2017, after recording lower-than-planned panel purchases in the second quarter, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
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UPC Cablecom launches SVoD service MyPrime to compete with NetflixSeptember 04, 2014Liberty Global-owned Swiss operator UPC Cablecom has launched a multiscreen offer - called My Prime on the brink of Netflix’s expansion in Europe. The service is available to UPC Cablecom customers with Horizon and DigiCard premium bundles – Plus and Super - for no...Subscribers Only
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Google expands availability of Play movies, rolls out Chromecast to EuropeApril 04, 2014Google has increased the geographic availability of its Google Play movies and music stores to 37 new markets, with the service now available in 54 countries around the world. Simultaneously, Google has officially begun to ship its Chromecast HDMI device to France, Germany, Italy, Spain, the UK, the Netherlands, and the Nordics.Subscribers Only
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Samsung and LG explore alternative AMOLED strategiesFebruary 24, 2014The move by Samsung Display and LG Display to explore other avenues for AMOLED use comes at a time when the panels, delivering high contrast ratios and superior images, may have hit a wall in the smartphone space. Performance has been lower than expected for some flagship smartphone models in the high-end segment, where AMOLED panels are used in the largest volume, and the panel market has suffered as a result.Subscribers Only
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BBC iPlayer consumption sees tablets edge ahead of smartphones, both categories remain keyApril 23, 2013BBC iPlayer usage in the UK via tablets was higher than it was via mobile phones for the first time ever in March 2013. Collectively, tablets and mobile devices made up around 30 per cent of all iPlayer...
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Sky Italia updates Sky Go service with new On Demand sectionDecember 03, 2012Sky Italia has introduced several changes to its OTT video service Sky Go: • A new 'On Demand' section has been introduced. Available on PCs and Macs, iOS and Samsung Galaxy tablets. Content range...
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Google Play Movies available across more countries and devices, with retail business modelNovember 14, 2012Google has added South Korea to the list of countries offering movies in the Google Play Store, which now includes the US, Canada, UK, Japan, Australia, Germany, France and Spain. It has also soft launched a...
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Belgian broadcasters unite to form catch-up TV portal RumbleAugust 28, 2012The three main Flemish language broadcasters in Belgium - public broadcaster VRT, and two commercial networks, VMMa and SBS Belgium, have joined forces in a joint project - a catch-up TV portal called Rumble....
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RTL/ProSiebenSat.1 joint venture ban is confirmed by German Higher Regional CourtAugust 09, 2012The Higher Regional Court in Dusseldorf has backed an earlier decision by the German state supreme court in regards to the ban of the potential joint venture from RTL and ProSiebenSat.1 (See...
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Apple sees YoY growth following strong iPad and iPhone salesJuly 26, 2012In the quarter ending 30 June 2012 Apple achieved revenues of $35bn representing a 23 per cent growth compared to the same period last year, but 11 per cent lower than the previous quarter's turnover. Net...
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BSkyB acquires AcetraxMay 07, 2012UK satellite operator BSkyB has purchased Swiss-based transactional online movie service Acetrax, it was revealed in the pay-TV operator's first quarter 2012 results. The Acetrax app is built into LG, Samsung...
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RTL/ProSiebenSat.1 joint online video service ban is confirmed by German courtApril 24, 2012Nearly two years after the initial service application was submitted (back in 2010), the online video service joint venture between RTL and ProSiebenSat.1 has finally been laid to rest. The German state...
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Samsung signs content deal with SPI InternationalApril 04, 2012Independent film distributor and pay TV channel owner SPI International has signed a content deal with Samsung Electronics to deliver TV and movies via Samsung Smart TVs. SPI International, which has content...
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Amazon unveils Kindle Touch and Kindle Fire tabletSeptember 28, 2011Amazon has renewed the Kindle lineup with the some incremental upgrades to the dedicated Kindle eReaders and launch of the Kindle Fire, its first colour screen tablet in its Kindle line-up. The company...
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Liberty Global Strikes Deal with thePlatform to Deliver Online Video ServicesSeptember 15, 2011
Liberty Global has chosen Comcast subsidiary thePlatform to provide the backend video content management system (CMS) across its online video properties. Liberty Global will use thePlatform's online video solutions, providing access for its pay-TV subscriptions, starting this autumn with cable TV customers in the Netherlands.
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Liberty Global strikes deal with thePlatform to deliver online video servicesSeptember 14, 2011Liberty Global has chosen Comcast subsidiary thePlatform to provide the back-end video content management system (CMS) across its online video properties. Liberty Global will use thePlatform's online video...
