電動車鋰電池進展緩,新普宣布現金減資4成

topic: 
電動車

新普宣布將現金減資4成、即退還股東每股4元現金,加上董事會決議擬配發現金股息6元,合計配發每股現金10元。新普近幾年來自筆記型電腦的成長趨緩,而電動車所需鋰電池進展緩慢,手機與平板使用單顆電池芯鋰電池模組毛利率相對較低、且有大陸同業與之競爭,外界認為這些是新普會大幅現金減資的主因。同時,新普大股東鴻海集團宣布要投資陸廠中國寧德時代新能源股權1.19%,外界也對新普未來在集團內電動車電池領域的所扮演的角色,先抱持觀察態度。

鴻海在29日公告,旗下子公司富泰華以人民幣逾10億元取得寧德時代新能源科技(CATL)股權約766.65萬股,持股比例約1.19%。外界解讀,鴻海以超過10億人民幣入股大陸動力電池大廠寧德時代,意在布局電動車電池市場。

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Source: EnergyTrend

又一「壕」購!木林森擬40億收購明芯光電

30日晚間,木林森發佈公告,公司擬作價40億元購買明芯光電100%股權,本次交易完成後,木林森將持有明芯光電100%的股權,明芯光電將成為木林森的全資子公司。同時,公司擬向不超過十名特定投資者非公開發行股份募集配套資金不超過12.55億元,其中不超過118,000萬元用於義烏LED照明應用產品項目、預計不超過7,500萬元用於本次重組相關費用的支付。

Source: LEDinside

中華電信認購綠電600萬度,連續三年電信業之冠

topic: 
太陽能

中華電信以行動支持政府綠能理念,2017年認購600萬度綠電,位居全台電信業者之冠。除此之外,中華電信也制定環境永續發展五年計畫和5G(Green)行動,持續運用企業資源及影響力,引領產業邁向綠能永續發展。

自2015年開始,中華電信連續認購綠電三年,從2015年的200萬度、2016年的400萬度,到2017的600萬度,連續三年都為台灣電信業者認購綠電之冠。

除用認購響應環保之外,中華電信也配合「低碳城市自治條例」自建再生能源,2017年自設的太陽能光電系統總裝置容量,預計將超過500kW;以台南營運處為例,單一場域太陽能建置容量為65.52kWp,每天估計可以減少44,512公斤之碳排放量。

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Source: EnergyTrend

Identity and Access Management: The 3rd Platform Foundation of Cybersecurity

This IDC Perspective discusses identity and access management (IAM) as the 3rd Platform foundation of cybersecurity.

“The changes in the IT environment to the 3rd Platform has also changed the need for security. As such, security practitioners increasingly recognize identity as the new perimeter and are placing greater emphasis in identity and access management. As the 3rd Platform matures, IDC offers guidance on rethinking existing IAM implementations." — Frank Dickson, research director, Security Products


Source: IDC Bigdata

5G and Network Slicing: A Report on Cambridge Wireless' "Virtual Networks in 5G" Conference

This IDC Market Perspective explains network slicing and why IDC believes it is likely to be a signature feature of 5G networks. It also summarizes the ideas presented at Cambridge Wireless’ 5G and Network Slicing conference.

“IDC sees network slicing emerging as a likely signature feature of 5G networks," said John Delaney, associate vice president, IDC European Mobility


Source: IDC cloud

Worldwide Enterprise Mobile Application Development Platform Forecast, 2017–2021

This IDC study examines the worldwide enterprise mobile application development platform market for the period from 2016 to 2021, with market growth forecasts by region. A five-year growth forecast for this market is shown for 2017–2021.

“Vendors and businesses are well aligned for future mobile app success. Over the past two years, mobile app development platforms have expanded front- and back-end capabilities for ease of use, breadth of connectors to back end, and innovative services in the cloud," said Denise Lund, research director, Enterprise Mobility at IDC. “The next frontier in mobile app development calls for vendors to help businesses envision new types of mobile apps as part of unique digital transformation goals."


Source: IDC cloud

A 2017 NRF Big Show Review Through a Retail Digital Transformation Lens

This IDC Perspective outlines IDC Retail Insights’ guidance to retailers. NRF 2017 gave us the opportunity to talk with both global IT vendors and start-ups that showed us strategies, acquisitions, and some interesting live demos that retailers are applying to support their digital transformation (DX). Among the themes that surfaced at the event were conversations on AI, IoT, and the common aim of providing real-time highly tuned personalized engagement and corresponding transparency to inventory and orders that exposes activity and availability to deliver in a broader ecosystem than before.


Source: IDC consumer

SD-WAN and vCPE: Transforming CSPs' Managed Services Business

This IDC Market Perspective assess the impact of software-defined WAN (SD-WAN) and virtualized CPE (vCPE) technologies on the managed services business of communication service providers (CSPs). CSPs are responding to competitive pressures from start-ups that are changing the dynamics of WAN services and emerging needs of enterprises by introducing SD-WAN and vCPE services. These services have the potential of transforming their managed services business to become integrated ICT providers.

“Both SD-WAN and vCPE will transform CSP WAN–managed services business from CPE-centric and fixed monthly fees toward services pay-per-use pricing models, revenue sharing with key partners, and flexible end-to-end SLA agreements. Zero-touch activation, dynamic policy management, security, and real-time services orchestration are emerging as standard offers."— Ghassan Abdo, research vice president, IDC’s Worldwide Telecommunications


Source: IDC consumer

EV商機大,旭化成擴增鋰電池材料產能

topic: 
電動車

 

全球知名綜合性化學製造大廠旭化成(Asahi Kasei)30日發布新聞稿宣布,因電動車(EV)、油電混合車(HV)等車用鋰離子電池需求預估將呈現急速增長,故決議擴增鋰離子電池關鍵材料「分隔膜(separator、見附圖)」產能,計畫投下約150億日圓,在守山製造所(滋賀縣守山市)增設年產能約2億平方公尺(m2)的分隔膜產線,並預計於2019年度上半年商轉。

旭化成指出,待上述增產工程完工後,該公司整體分隔膜年產能將從現行的約6.6億m2提高3成至約8.6億m2。

旭化成計畫於2020年結束前整備出年產能達約11億m2的分隔膜生產體制。

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Source: EnergyTrend

全球最大「光+儲」,南澳動工

topic: 
太陽能

澳洲再生能源投資商Lyon Group宣布將斥資10億澳幣,在南澳Riverland地區建置全球規模最大的「太陽能光伏+ 儲能」專案,將用上3,400萬片太陽能模組與110萬組鋰電池。

澳洲環境佳,吸引國際投資者

在全球較富裕的已開發國家當中,澳洲是少數同時擁有豐沛日照資源與廣大土地的國家之一。這樣的特殊環境使澳洲的太陽能產業十分可期。澳洲政府也規劃透過太陽能搭配儲能系統的建設來改善電力供應問題,吸引不少投資者關注。

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Source: EnergyTrend