Gartner cuts forecast for 2015 chip market growth, from TW

TaiwanWorldwide semiconductor revenues are forecast to reach US$354 billion in 2015, a 4% increase from 2014, according to Gartner. However, the prediction is down from Gartner’s previous estimate of a 5.4% increase. “Concern is mounting about semiconductor revenue growth in 2015 as system suppliers start to grapple with the rapid depreciation in value of global currencies relative to the US dollar, excess inventories in the semiconductor and electronics supply chains, and the end of a PC upgrade cycle,” said Bryan Lewis, research vice president at Gartner.

China will become the world’s top market for mobile games by 2016

ChinaEverybody knows that mobile gaming is big in China. How big? Big enough that, according to a white paper released today by GMGC, China will become the top global market for mobile games by 2016. Citing data from Newzoo Global Games Market Premium, the white paper estimates that mobile gaming revenues in 2015 will hit US$6.1 billion – just below the US’s projected revenues for this year at US$6.3 billion.

Rural internet users to grow five-fold by 2018, from IN

IndiaMUMBAI: The share of rural internet users will increase nearly fivefold to touch 28 crore by 2018, signalling higher online purchasers going forward from rural India, says a research report. By 2018, the country will have “as many as 55 crore internet users, of which 28 crore would be from smaller towns and cities, expanding at close to 40% a year from six crore in 2014,” forecasts a report on digital consumption by Boston Consulting Group (BCG).

Asustek looking to ship 30 million ZenFone smartphones in 2015

TaiwanAsustek Computer has reportedly raised its internal shipment forecast for its ZenFone-series smartphones for 2015 from 25 million units originally to 30 million, according to sources from the upstream supply chain. Shipments of Asustek’s new ZenFone 2-series smartphones will reach two million units in May after their launch in March, indicated the sources, adding that the monthly shipments will rise to 2.5-3 million units in June.

China building home-grown DRAM industry, to pose threat to existing leaders in 2017

ChinaChina is stepping up efforts to establish its own DRAM industry, which will likely pose a threat to the current industry leaders such as SK Hynix and Micron Technology in 2017, according to industry sources. China’s government is looking to support local companies to develop home-grown memory technologies, said the sources. Efforts include help for local firms to make mergers and acquisitions overseas, and to encourage partnerships and cooperation between the local and international companies, the sources indicated.

Worldwide cloud IT infrastructure market grows 14.4% in 4Q14 as service providers continue to expand their datacenters, says IDC, from TW

TaiwanAccording to IDC’s Worldwide Quarterly Cloud IT Infrastructure Tracker, total cloud IT infrastructure spending (server, disk storage, and Ethernet switch) grew by 14.4% on year to US$8 billion in the fourth quarter of 2014, accounting for approximately 30% of all IT infrastructure spend, up from about 27% one year ago. Private cloud infrastructure spending grew by 18.3% on year to US$2.9 billion, while public cloud infrastructure spending grew to US$5 billion, 12.3% higher than one year ago.

MediaTek likely to post 12-18% sales growth in 2Q15

TaiwanMediaTek is expected to see its second-quarter revenues increase 12-18% from an already-low base in the first quarter, with gross margin falling below 47%, according to market watchers. Any growth less than 20% in the second quarter will mean MediaTek’s sales momentum has not returned to the strong levels seen in previous quarters, said the watchers. MediaTek has reported consolidated revenues of NT$47.54 billion (US$1.53 billion) for the first three months of 2015, down about 14% from a year earlier.

Scaling globally from Singapore

SingaporeBuilding a startup into a billion-dollar company is still a dream for most.  While it is easier than ever to start a business, it’s harder than ever to scale one. In the tech industry, many companies are “born global” by nature, but successfully scaling globally takes a special mix.  Over the past few years there has been a lot of valuable information and focus on starting lean, but little information as to how to cross the chasm and successfully scale into a profitable, global business.  So, what’s the magic recipe?

Dell India’s retail presence to rise 100% in 2015

IndiaMUMBAI: Computer hardware major Dell plans to double the number of its stores in India to 800 this year and increase the proportion of its enterprise sales through channel partners, buoyed by its growing sales and market share in the country.  Dell India’s sales of servers and storage have been rising in the last two years, according to consultancy IDC India, even as rivals IBM and Hewlett-Packard have pulled back from the market. IBM has sold part of its server business to Lenovo while Hewlett-Packard has announced that it was splitting into two companies.

Asia Pacific becomes frontline for IoT with US$583 billion market opportunity by 2020, says IDC

APACThe Asia Pacific Internet of Things (IoT) industry will continue its strong growth, with the number of units, or “things,” connected to increase from 3.1 billion to 8.6 billion by 2020. Over this same period, the total Asia Pacific excluding Japan (APeJ) market size will increase from US$250 billion to US$583 billion, according to IDC. “The Internet of Things industry has matured considerably over the past year, with a number of large government initiatives across APeJ, and China in particular, driving demand,” said Charles Reed Anderson, VP at IDC Asia Pacific.

Gartner: Tech spend in Australia to grow to $78.7bn

AustraliaAustralia is bucking global trends, as Gartner projects global IT spending to shrink to US$3.66 trillion in 2015, a drop of 1.3 per cent. Spending on technology products and services in Australia is forecast to grow to $78.7 billion in 2015 (from $75.6 billion), an increase of 4.2 per cent on last year. Gartner attributed the shrinking worldwide IT spend to the rising US dollar, but claimed it isn’t a crash -even though it looks like one.

4G smartphone market in China may drive out smaller players

China.gif4G is predicted to become the mainstream smartphone standard and dominate 70% of sales in China in three years, reports Sina’s tech news portal. The estimated market price for a mid-to-high end 4G smartphone falls between 2,000-3,500 yuan (US$320-$520). Products priced below 1,000 yuan (US$160) have been rising and sales will soon reach the 45% mark for market share, said the report.

Digitimes Research: Samsung to rank as top smartphone vendor in 2015

TaiwanSamsung Electronics will lead the world’s top-10 smartphone vendor rankings in 2015, followed by Apple, Lenovo, LG Electronics, Huawei, Xiaomi Technology, Microsoft, TCL Communication Technology, Coolpad and Oppo, according to Digitimes Research. Samsung and Apple will ship over 330 million and 230 million smartphones, respectively in 2015, while Lenovo will ramp up its shipments to 84 million units following the completion of its acquisition of Motorola Mobility.

Far EasTone targeting 30 percent share of Taiwan’s 4G market in 2015

TaiwanTAIPEI–Far EasTone Telecommunications Co. (遠傳電訊), Taiwan’s third-largest wireless carrier, said that it is targeting a 30 percent share of the country’s fast-growing fourth-generation (4G) mobile market.  Answering reporters’ questions at a public welfare event co-organized with the John Tung Foundation (董氏基金會), Far EasTone President Yvonne Li (李彬) estimated that the number of her company’s 4G users will reach 3 million by the end of this year, double the current figure.

Samsung India expects better sales growth in FY16

KoreaNEW DELHI/KOLKATA: Samsung Electronics expects its revenue growth in India this fiscal year to slow to less than half of last year, but still continue to outpace the industry in every category it operates. Samsung hopes new smartphone launches to drive sales next year in India, which it expects to become the second-largest market for the Korean electronics major by the end of 2016, surpassing the US but behind China.

Digital technology can add $101 billion to India GDP by 2020: Accenture

IndiaNEW DELHI: Increasing application of digital technologies can help India’s GDP to grow by $101 billion by 2020, global consultancy major Accenture said. However, China leads the pack with digital technology projected to contribute $410 billion to its economy. Among emerging economies, India comes second, closely followed by Brazil ($97 billion). Globally, India is ranked fourth after China, US ($365 billion) and Japan ($114 billion) on this front, a study conducted by Accenture showed.

Mobile tariffs will go up within a year: COAI

IndiaNEW DELHI: Huge outgo in spectrum auction by telecom operators will increase rates for mobile calls and other services in the long term, although it may not have any immediate impact on tariffs, industry body COAI said.  “Not immediate, its going to take about nine months to a year before you begin to start seeing the impact in terms of the implementation, roll out, investment in new equipment, all of these things have to happen,” COAI director general Rajan S Mathews told PTI when asked about the impact of spectrum auction on tariffs.

Asia Pacific public sector: Growing appetites for disruptive innovations

APACTraditional IT budgets continue to shrink due to government-wide cost efficiency and productivity-focused measures- The overall year-over-year (YoY) IT spending growth in 2015 for the APEJ public sector is anticipated to grow at 5.9%, which indicates both a more cautious as well as maturing APEJ public sector IT spending landscape. This is because the APEJ public sector will be increasingly focused on consolidating and streamlining of scarce ICT resources, attaining better manageability tools for effective decision making, and addressing the urgent need to increase cybersecurity priorities of digital assets

Apple Watch to ship 15 million units in 2015, says Strategy Analytics, from TW

TaiwanThe Apple Watch will ship over 15 million units worldwide in 2015, according to Strategy Analytics. Apple will quickly become the world’s number one smartwatch vendor and capture 55% global market share in the year, said the research firm. Global smartwatch shipments are forecast to reach 28.1 million units in 2015, up 511% from the 4.6 million units shipped in 2014, Strategy Analytics director Cliff Raskind indicated. Most of the smartwatch growth will come from the new Apple Watch, which the firm forecasts to ship 15.4 million units worldwide in 2015, Raskind said.

Asia Pacific mobile data traffic to increase 14-fold by 2019

APACMOBILE data traffic in the Asia Pacific region, excluding China, India, Indonesia, Japan, Korea, Australia and New Zealand, is projected to experience a compound annual growth rate (CAGR) of 69% from 2014 and increase by 14-fold by 2019. According to the latest annual update of the Cisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast for 2014-2019, the mobile data traffic in these Asia Pacific countries is growing 1.6 times faster than the global average, which is forecasted to increase by nearly 10-fold over the next five years.