本週必看LED產業大事記 0425-0429

荷蘭大廠皇家飛利浦 (Royal Philips NV) 於 4 月 25 號對外表示,由於2016年以來,證券市場的情況轉好,市場集資現況有改善,因此飛利浦改成傾向透過IPO來處理旗下照明事業,而不是透過非公開出售給特 定廠商的形式。換言之,飛利浦決定不賣照明業務的機率大增,希望透過股票市場的各方投資人,來為飛利浦旗下照明事業產生更高的市場價值。

Source: LEDinside

日本市場疲軟,衝擊大廠表現

topic: 
太陽能

日本市場持續走弱,直接影響領導廠商Panasonic、Kyocera之太陽能相關事業的營收表現。這兩家公司日前分別發表2016財年(2015年4月~2016年3月)財報,太陽能相關事業的銷售皆出現下滑現象。

Panasonic:家用市場影響營收

日商Panasonic於28日發表2016財年的財報,與太陽能相關的節能方案事業群(Eco Solution)出現了3%的年降幅,營收降為1.61兆日圓。Panasonic指出,該事業群營收降低的主因是日本家用太陽光電系統銷售下滑。

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Source: EnergyTrend

Perspective: Oracle Public Sector Analyst Day at CloudWorld — Making Strides in an Evolving Market

This IDC Government Insights Perspective provides a summary and analysis of the Oracle Public Sector analyst conference, which was held before and during Oracle CloudWorld in Washington, D.C., on March 23 and 24, 2016. Prior to CloudWorld, a select group of analysts had the opportunity to meet with key Oracle Public Sector executives and learn about the company’s strategy for federal, state, and local government and education customers in North America. Oracle’s main message is that the company is working to migrate all customers to the cloud in order to streamline the way the company supports Oracle systems and solutions for government operations.


Source: IDC cloud

IDC PlanScape: Cognitive Marketing — The Next Wave of Transformation in Customer Engagement

This IDC study makes the case that adopting cognitive marketing is an immediate competitive imperative for all marketers. This study describes the profound effects cognitive will have on consumer behavior, briefly explains cognitive computing, describes the impact cognitive will have on marketing and marketers, and identifies the top 10 applications available to marketers right now.

“Cognitive computing is the bacon flavoring of the IT industry — it is going into everything," said Gerry Murray, research analyst with IDC’s CMO Advisory service. “Many people are so used to hearing the promises about cognitive that they are at risk of missing the fact that it is finally here with a vengeance. Cognitive enables marketers to process massive amounts of unstructured external data with structured internal data in real time. As a result, they can deliver greater value to better customers faster — the ultimate competitive advantage."


Source: IDC consumer

New IDC MarketScape Provides a Vendor Assessment of the Worldwide Business Analytics Consulting and Systems Integration Services for 2016

IDC has published a new vendor assessment profiling a variety of vendors participating in the worldwide business analytics consulting and systems integration services market.
Source: IDC Bigdata

Nokia Acquires Withings, Readies Entry into Wearables Market

On April 26, 2016, Nokia announced plans to acquire Withings S.A., rolling the company into its Nokia Technologies research and development business. The move sees Nokia bolster its position within the burgeoning Internet of Things (IoT) market with Withings’ lineup of connected activity trackers, weighing scales, thermometers, blood pressure monitors, and other devices. It also provides Nokia with instant leverage in connected health capabilities. IDC believes that the acquisition will help Nokia regain relevancy in the consumer-facing market. It will also provide capacities in the connected health space and the Internet of Things and will provide a road map for the future of IoT and sharing data across devices.


Source: IDC consumer

Apple FY 2Q16 Earnings: Economic Headwinds Drive Down Shipments

iPhone

The Cupertino-based vendor announced iPhone shipments of 51.2M units, down 16.3% from the 61.2M units shipped a year earlier. The drop in shipments represents the first ever year-over-year decline in iPhone shipments. Despite the shipment decline, Apple still managed to grab the second spot in the quarter for worldwide smartphone shipments behind Samsung according to the latest preliminary release from IDC’s Phone Tracker. Apple CEO Tim Cook blamed the lack of growth on an “overhang of the macroeconomic environment in many different places in the world.”

Apple also witnessed a 2.6% drop in iPhone ASP (average selling price) as the iPhone dipped to $642 in the quarter, down from $659 one year ago. Apple expects ASPs to fall even further in the following quarter as the $399 iPhone SE gains traction in the market, pulling down the average set by the higher priced 6S and 6S Plus models.

On a positive note, Apple did witness a 56% shipment increase in India and stated that it is a market primed for growth once all the proper infrastructure (LTE rollout) is in place. Cook mentioned that the Indian market is currently in the state that China was in 7-10 years ago. Outside of the success in India, Android switchers were once again at an all-time high for the company according to Cook. Apple also stated that new survey data shows a positive outlook for future growth in the enterprise sector for iPhones.

Although the quarterly numbers may not look great, we need to take into consideration the impact of Apple’s unprecedented success in the previous years with the iPhone 6 and 6 Plus. Arguably, Apple’s first foray into the large-screened smartphone segment drove upgrades in numbers that might not be repeatable in the near term. With healthy early demand for the iPhone SE and a pending iPhone 7/7 Plus in the Fall, IDC believes Apple will still manage to drive growth in 2016, especially in emerging markets, thanks to a better-blended portfolio of devices at more price points.

iPad

Apple reported iPad shipments of 10.25M units and revenue of $4.4B, both down 19% YoY. The drop marked the ninth consecutive quarter of shipment decline for the iPad and reflects both a slowing market for slate tablets and a quarter of transition for Apple. The full quarter of availability of the larger iPad Pro helped Apple maintain its ASP at $430 but did not generate significant enough shipments to raise the ASP. IDC believes that Apple’s recent iPad results are reflective of a concerted effort to reduce channel inventory this past quarter.

Apple mentioned that its iPad business unit should return to volume growth in the next quarter, essentially because of the smaller iPad Pro. To achieve sustainable growth Apple must successfully move large numbers of current iPad owners onto the iPad Pro, a proposition that remains contentious given the relatively lackluster response to its most recent tablet launches. Slate tablets remain largely consumption devices, and users of older iPads who spend most of their usage time on a tablet consuming content might balk at a the $599 starting price point of the new, smaller iPad Pro.

Apple is also betting that users with a productivity focus will eventually switch from a traditional PC to the iPad Pro. There is merit to this prediction. However, Apple faces stiff competition from the Windows environment including the Surface lineup, a mainstay thus far in the category. Consequently, while we believe Apple has done a good job fleshing out its iPad portfolio, a return to volume growth will be an uphill battle.

Mac

Apple reported Mac shipments of 4.0M units, down 12% YoY. The shipment decline is the steepest for the company since 4Q12 and represents the worst calendar first quarter YoY decline since 2003. Apple has consistently been able to buck the trend of a slowing PC market and has impressively done it while living exclusively at the premium end of the market. Since 2Q06, Apple’s Mac shipments have outpaced market growth every quarter save 4Q12. By our preliminary count, 1Q16 would mark just the second time Apple failed to beat the PC market (-11.4% YoY) in that time frame.

Apple did boast strong Mac growth in some international markets, an increase in first-time Mac owners particularly in China, and effective inventory reduction in their channels. Beyond that, the good news was sparse for the Mac lineup. IDC has maintained that, primarily due to its vertical integration advantage, Apple has been relatively insulated from market forces that have dragged down the rest of the PC market. However, these poor results suggest that even Apple isn’t immune to the pervasive global economic uncertainty. The company recently announced an update to the new MacBook, but, given the current market climate it is unlikely the new offering, which starts at $1,299, will have any significant impact on Apple’s immediate fortunes.

Still, Apple remains in a strong position in the PC industry. The Mac brand commands a hefty premium and is increasingly building inroads into enterprise. One poor quarter does not change our outlook on Mac, but it does show that even Apple must steer through stormy seas in these challenged times.

Watch

Although Apple provided no specific Watch volumes, Cook described unit sales as meeting expectations for the quarter and assured investors that first-year unit sales of the Watch have exceeded those of the iPhone in its inaugural year. However, that is not a great comparison considering the iPhone was available in just four countries while the Watch is available in over sixty.

IDC forecasts the wearables market to post strong growth in the coming years with the smart wearables category projected to see a 36.8% CAGR from 2015 to 2020. With only three-quarters of shipments to show for in 2015 – the Apple Watch launched in April of 2015 – Apple impressively captured 54.8% of the smart wearables market. Still, despite the rhetoric from Cook, Apple’s entry into the wearables market feels underwhelming giving the company’s historic ability to either create or legitimize new device categories.

Apple’s recent ad campaigns and new watch bands, as well as the recent price drop, will keep the Watch somewhat in the consumer consciousness until the next expected device refresh later this year. Already, there are numerous rumors and prognostications about what the next iteration will offer, including cellular connectivity and a new body style. These have yet to be confirmed, but whatever improvements Apple has in store for the Watch, it will face increased scrutiny as the company has noted that it expects the watch’s biggest quarter to be during the December quarter.

Apple should be able to translate its brand effectively into the wearables market, but there are some immediate challenges this year. Apple traditionally does a good job of educating consumers and teasing out their imagination on the useful possibilities of a new product. With the Apple Watch, many consumers are still pondering what added utility wearables provide. In a trying economic climate, and with more gadgets spreading the consumer budget ever thinner, Apple will likely have to exercise patience with this new category as it builds its installed base gradually and organically. The company is clearly well positioned here in the long run, and as the iPhone installed base grows the opportunity to sell Apple Watch also increases.


Source: IDC consumer

GE全球風力發電資產突破50GW

topic: 
風能

腳步遍及全球35國,美商GE Renewable Energy事業旗下的陸域風力發電裝機量正式突破50GW大關,所發電力可供五座香港使用。

GE Renewable Energy於去年11月收購法國工業巨擘Alstom旗下電力業務,並從中取得大量風力發電資產。在GE所持有的50GW風力發電設備當中,位於美國的設備最多;對於未來發展,GE十分看好歐洲、亞洲與拉丁美洲等區域。

GE Renewable Energy的執行長Jérôme Pécresse表示:「再生能源將成為發電事業的主流,再生能源產業也將在全球持續成長。GE很高興能達成50GW的里程碑,且希望能以更快的速度達成下一個50GW。」

去年收購了Alstom電力事業後,GE Renewable Energy在歐洲、巴西的事業版圖有了快速的擴張。目前,GE公司在巴西、加拿大、中國、德國、西班牙以及美國等國家,都有至少1GW的風力發電裝機量。

GE公司投資風力發電科技已有十年左右歷史,是目前全球最主要的風力發電設備商之一。GE陸域風力發電事業執行長暨總裁Anne MeEntee指出,公司認為自己的風力發電事業「仍在起步階段」;而在全球各地所進行的投資,將能幫助公司帶來更強的事業成長。

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Source: EnergyTrend