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The expanding universe of universal customer premises equipment processorsMay 16, 2019The expected growth in sales during the coming years will generate soaring demand for uCPE processor chips, with revenue set to rise to $327 million in 2023, up from a mere $7 million in 2019.
Microcontroller market growth drops to nearly zero in 2019 as industry and geopolitical factors dampen demandMay 15, 2019Following two years of expansion, the global microcontroller (MCU) market is set to stall in 2019 because of a combination of factors, including a downturn in the wider electronics industry and rising geopolitical tensions.
More MOCVD reactors leading to 28 percent GaN LED surplus in 2019March 27, 2018After assessing planned purchases by suppliers, IHS Markit projects that 330 metal-organic chemical vapor deposition (MOCVD) reactor chambers will be installed in 2018, to produce LEDs fabricated from gallium nitride (GaN).
Chinese Market for Packaged LEDs to Grow at Single-Digit Annual RateNovember 24, 2015Due to oversupply and price competition between suppliers of lighting LEDs, IHS forecasts the total Chinese market for packaged LEDs to grow at single digit annual rate. The total Chinese market for packaged LEDs was $6.7 billion in 2014, with $3.8 billion for the lighting application, according to the latest data in the Packaged LEDs Report – China – 2015, a part of IHS LED Intelligence Service.
US operators miss benefiting from Huawei’s Nexus 6P & LG’s Nexus 5X signature Android 6 smartphonesOctober 07, 2015Nexus devices are the signature smartphones for each generation of Android and provide operators, developers and the mobile industry the first exposure to Google’s latest innovations. It's also the first time Google has chosen a Chinese brand to make a Nexus device. US telecom operators are notable among major operator groups in choosing not to range this generation of Nexus smartphones. IHS believes this lack of US operator support is because of misplaced fears. US operators should seize the tactical benefit for their customer acquisition volumes from selling these strong Nexus devices.
Nokia returns to devices through a bold technology licensing strategyNovember 17, 2014In an audacious move, just months after the close of the Microsoft's acquisition of Nokia's Devices & Services unit, Nokia is looking to enter the device market with Nokia-brand devices made by partners using Nokia's technology assets.
Huawei takes a leaf from Xiaomi’s book with European Honor brand launchNovember 03, 2014Huawei beats Xiaomi to offer its direct to consumer Honor range of handsets in Europe. The European Honor handsets will be distributed exclusively via online channels. The initial smartphone models include chipsets from Mediatek and Huawei's Kirin and are priced aggressively at €139 and €299. This is a bold brand strategy for Huawei because it risks spreading itself too thin and also risks its established operator relationships.
Android One to give Google’s brand a boost in emerging marketsSeptember 15, 2014Google has launched its Android One initiative in India. The program aims to provide a high level of experience on low-end devices by supplying a standard reference design that will work with the latest version of Android. This aims to solve Android's fragmentation problems as well as stave off competition from Microsoft at the low end of the smartphone market.Subscribers Only
Rapidly rising Xiaomi launching smartphones in India despite issues with business modelJuly 29, 2014Chinese smartphone manufacturer is lauching in India as part of its gradual international expansion. The Indian smartphone market is booming and Xiaomi should be able to capture a significant portion of it. However, it is unclear whether Xiaomi's business model can work outside of China where it cannot rely on its appstore for revenue.
Google's Motorola Mobility sale will boost Lenovo in the US Mobile MarketJanuary 29, 2014The deal with Lenovo confirms that Google's main interest in buying Motorola was its patent and IP portfolio. Also, Google removes the channel conflict with other Android smartphone makers but has made a significant loss on its investment. Lenovo's $2.91bn barely covers the cash acquired as part of Motorola Mobility. It's happening now because Google has settled intellectual property cross licensing with Samsung. Lenovo benefits in four key areas through the acquisition: Entry to the US mobile market; brand assets; mobile engineering expertise; and a stronger Google relationship. IHS believes Lenovo is right to plan to use the Motorola brand in the US, but its own brand in China and emerging markets because of Motorola's very weak footprint outside the Americas.