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VolumeVolume 21 22 No No 2 12 January March 20th 20th 2014 2015 Disappointing Q4 Puts Contents Brakes on IDC’s Tablet Detailed Contents 2 Forecast IDC has cut back its five-year forecast for so far, Windows is expected to gain signifi- Company News 3 worldwide tablet shipments, following a YoY cant share over the coming years - growing decline in Q4’14. The firm expects 234.5 from 5.1% in 2015 to 14.1% in 2019. Market News 4 million units to be shipped this year, repre- Jean Philippe Bouchard, IDC’s research di- In Brief 23 senting a moderate increase of 2.1%. Al- rector for tablets, said, “Microsoft is doing a though predictions have been cut, IDC still lot of good things right now and we believe Product News 28 expects positive - if low - growth from the the launch of Windows 10 later this year will tablet market in the coming years; primarily not only have a significant impact on Rear Panel 30 due to increasing demand in the commer- Microsoft’s share of the market, but on the cial sector, as Microsoft rises. industry as a whole...There is an appetite for Android will remain the market leader in a platform that can provide a productivity operating system terms, with almost 66% experience that remains consistent across of the market to 2019. iOS is ‘likely the weak- multiple form factors and device types, and est link’; IDC predicts that the OS’s volume we believe Microsoft is well positioned to share will fall this year, to levels below those capture some of that demand”. seen since 2012. Despite modest adoption Worldwide Tablet and Convertible Shipments' Market Share and YoY Growth by Operating System, 2014 – 2019 (Shipments in Millions) Operating 2015 Units 2019 Units 2014 Market 2015 Market 2019 Market 2014 Units System (F) (F) Share (%) Share (%) (F) Share (%) (F) Android 154.7 158.1 169.5 67.3 67.4 62.9 ISSN 2057-5971 iOS 63.4 60.1 61.9 27.6 25.6 23 is published 48 times a year and copyright Windows 11.6 16.3 38 5.1 7 14.1 Meko Ltd. Total 229.7 234.5 269.4 100 100 100 134 Upper Chobham Road Source: IDC Camberley Surrey GU15 1EJ Worldwide Tablet and Convertible UK 300 Shipment Forecast 60 Tel: +44 (0)1252 835385 Source: IDC Follow us @Display_Daily 250 50 Send any news to: [email protected] 200 40 YoY (%) Growth Managing Editor Bob Raikes 150 30 Business Ediitor News Editor Helen Vince Tom Allen Contributing Editors 100 20 Arthur Berman Steve Sechrist (Millions) Shipments Matthew Brennesholtz Len Scrogan Vanessa Browning Ken Werner Chris Chinnock David Barnes 50 10 Norbert Hildebrand Phil Wright 0 0 Subscription rates available on request. 2013 2014 2015 2016 2017 2018 2019 www.meko.co.uk Contents Contents Disappointing Q4 Puts Brakes on IDC’s Tablet Editor’s comment Forecast..................................................... 1 Company News, Finance Results 3 Steve mentions in his report in this issue that the interest at DSE from Google might be related to the idea that Digital Sony Starts Job Cuts in Sweden .................................... 3 Signage might just become part of the “Internet of Things” Panasonic to Establish Procurement Unit ....................... 3 (IOT). I can see what he means and we have been reporting on developments that Microsoft Files Lawsuit Against Kyocera ........................ 3 might suggest this. Intel Cuts Revenue Forecast ......................................... 3 It seems to me that one of the key concepts that is central to this is the idea of TCL to Build Plants in India, Brazil ................................... 3 “Display as a Service”. I was reminded of this technology earlier this week as I was Sharp Rebuts Latest Rumours....................................... 3 at CeBIT and spoke to the University of Saarland, which has been working with Intel on this concept. DaaS was launched at the Hannover show in 2013, al- Market News 4 though there was no news on the idea at this year’s CeBIT. In fact, the last entry SID Display Week iZone Extends Deadline .................... 4 to the DaaS blog was from CeBIT 2013. SuperMHL Silicon Announced ...................................... 5 The idea of DaaS is that applications can send pixels to displays without worrying Slight Increase in Long-Term PC Forecast, Says IDC ........ 6 if there is a directly connected display and without worrying about the detailed HSA Finalises 1.0 Specification for Power-Efficient Computing specification of the final display device. The display image is created on the source ................................................................................ 7 device, then compressed and transmitted over a network to the final display, Editorial (Continued) ..................................................... 7 where it may be combined with other images and where the limits and features of Pascal is Nvidia’s Newest, Fastest GPU Architecture ....... 8 the final display device are taken into account (borders, bezels, aspect ratios, Silver Nanowires Approach $500 Million Value ............... 8 whether it’s a video wall etc) and the final image rendered. Equally, the display Gartner Predicts Strong Growth for Head Mounted Displays device can look around for content from “pixel providers” and blend those into an ................................................................................ 9 image for display. You can easily see how those approaches might be attractive to makers of “headless” IoT devices which could look around for a display to show Competition Shifts Tablet Share Away From Dominant Brands their data. ................................................................................ 9 The End of an Era (Final Chapter) ...................... 19 Atheer Labs has Unique IP to help Augmented Reality Adoption ........................................................ 20 Smartwatches - The Future of Wearables? ........... 21 One Connector to Rule Them All... ....................... 22 Event Report - CeBIT 2015 10 In Brief 23 Product News 28 This kind of “display virtualisation” is a very powerful concept. It’s basically the Impression Pi Boasts Control Through Computer Vision 28 same kind of approach that has seen the development of the idea of the “Virtual Toshiba Produces Tiny Convertible PC .......................... 28 STB” by Active Video Networks that we have been writing about since 2010 and Sharp’s POS System Uses Dual Flush Displays .............. 28 which is gradually getting into the TV market. It’s also behind the remote provision Asus’ UltraHD Notebook Runs for Six Hours ................. 29 of workstation performance by RealVNC and AMD that we report on from CeBIT. Product Roundup ........................................................ 29 Nvidia has also shown impressive game play over the internet to us in the past, and I have raved over several years about the “Project Fresco” research project that REAR PANEL 30 NDS started developing before it was acquired by Cisco and which won prizes for Cisco in 2013. Matt wrote about technology from Userful that uses some of the same concepts in the same space in his Display Daily article in December. So, we have Intel, Cisco and Google working away on this, among many others including high tech start-ups in software and networking - there’s a lot of activity. Continued on page 9 20 March 2015 2 Mobile Display Monitor Company News, Finance Results able on fair, reasonable and non-discrimina- Sony Starts Job Cuts in tory terms” and has agreed patent licensing Sharp Rebuts Latest deals with a number of Android handset Sweden manufacturers, including Samsung, LG and Rumours Sony is reported to have started making HTC. Sharp has issued a further denial to reports the first round of job cuts in its mobile busi- Reuters quoted a Microsoft spokesman in Nikkei this week that it is planning job cuts, ness, with news that 1,000 jobs are to go in as saying, “We respect Kyocera but we be- capital enforcement and a revised earnings Sweden. lieve they need to license the patented tech- forecast. The company is understood to have told nology they are using. We’re hopeful this Nikkei had claimed that Sharp was seek- staff in Lund that it will almost halve the case can be resolved amicably”. ing a ¥200 billion ($1.6 billion) capital injec- workforce there from 1st April when Sony tion from its main banks, Mizuho Bank and begins making structural changes to its busi- Bank of Tokyo-Mitsubishi UFJ, which was ness. Intel Cuts Revenue Forecast ¥50 billion ($410 million) more than its initial Last month Sony narrowed its annual net request. The report also said that Sharp was Intel has cut its first quarter turnover fore- loss forecast to ¥170 billion ($1.4 billion), planning to cut more than 10% of its Japa- cast by almost a billion dollars, saying it now having previously said it expected to record nese workforce, equating to around 3,000 expects turnover to be around $12.8 billion a net loss of ¥230 billion ($1.9 billion) (Sony jobs, through voluntary early retirement. having previously forecast $13.7 billion. Cuts Loss Forecast but Also Cuts More Jobs). Sharp said: “Under the current severe busi- The change in outlook is a result of weaker At the same time Sony announced a further ness environment, Sharp is considering vari- than expected demand for business desk- round of job cuts in its mobile business. The ous options to reduce overall fixed costs, but top PCs and lower than expected inventory business has now seen its workforce re- no specific decisions are made apart from levels across the PC supply chain. Intel said it duced by one third. the voluntary salary cut of directors and ex- believes the changes to demand and inven- ecutive officers which was announced ear- tory patterns are caused by lower than ex- lier”, and reiterated that an announcement pected Windows XP refresh in small and would be made in May 2015. Panasonic to Establish medium business and increasingly challeng- Procurement Unit ing macroeconomic and currency conditions, particularly in Europe.