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UTStarcom Holdings Corp. Message Board

derwisch01 32 posts  |  Last Activity: Dec 26, 2014 2:36 PM Member since: Apr 15, 2005
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  • Reply to

    4K demand to grow at 72% CAGR until 2018

    by derwisch01 Dec 26, 2014 2:22 AM
    derwisch01 derwisch01 Dec 26, 2014 2:36 PM Flag

    LOL ;-))

  • December 26, 2014

    Demand for 4K UHD television sets is strong, with worldwide shipments growing to 11.6 million units in 2014, a 700 percent increase over the previous year, according to a new report from Futuresource Consulting. But none of that growth is in the U.S., where shipments remained flat year over year.

    Instead, China is driving demand for UHD TVs, the firm said, accounting for more than 70 percent of worldwide demand. Western Europe is a distant second, with 10 percent of worldwide demand, followed by North America's 8 percent share.

    The firm expects demand for UHDTV to increase at a compound annual growth rate of 72 percent through 2018, when more than 100 million shipments are projected. At that point, the firm said, UHD will represent 38 percent of the total TV market.

    "An indication that 4K is quickly becoming mainstream was the availability of many sets at discounted prices during last month's Black Friday," said Futuresource Research Analyst David Tett in a prepared statement. "There is some concern amongst the content community that owners of such sets will be disappointed when they do eventually receive a regular native 4K source, perhaps unable to perceive the improvement that they had hoped for versus 1080p."

  • December 19, 2014

    The worldwide television market is forecast to grow to 234 million units in 2014, representing a 3% growth from 2013, according to the latest research from Futuresource Consulting.
    However, 2014 is projected to see a 4% fall in trade value to $97 billion, reflecting a decline in average retail prices from $652 to $608.
    “The anticipated boost from the World Cup in the first half of the year has been followed by a better than expected Q3. Europe is forecast to exceed 57 million units in 2014, with Western Europe enjoying 2% year-on-year growth, while Eastern Europe remains flat,” says Jack Wetherill, Senior Market Analyst at Futuresource Consulting.
    “The North American market is anticipated to be stable at 40 million units in 2014, with Latin America on track to achieve 17% growth this year to 32 million units. Most countries in this region have yet to complete their analogue switch offs.
    “Asia Pacific is forecast to see 88 million shipments in 2014. This region is forecast to grow at 4% CAGR until 2018, when it will exceed 100 million units. This market has yet to reach saturation and the digital switchover in some countries is still to be completed. It is anticipated that the worldwide TV market will grow at 3% CAGR until 2018, when shipments will exceed 260 million units.”
    4K sets are expected to ship 11.6 million units in 2014, up nearly 700% year on year, with China accounting for over 70% of worldwide demand. In Western Europe and North America, share of 4K demand in 2014 will represent 10% and 8% respectively, with demand expected to grow at 72% CAGR until 2018.
    Sales of 4K TVs are expected to be concentrated on the larger screen sizes, generally 50″+, but screens below 40″ will become more widely available with 4K in the coming years. Native 4K content remains scarce and many consumers are currently buying sets on the basis that they can upscale HD content and will be future-proof, in preparation for when native 4K content is more widely available.
    Futuresource anticipates that 2014 will see sales of smart TVs account for over half of the market for the first time, rising to 82% of sales by 2018, as smart features remain an important factor to many consumers.

  • Building on its success in the installed smart home space with the Linear and 2GIG brands, Nortek prepares the GoControl brand for entrance into the DIY smart home category.

    PROVIDENCE, R.I. & CARLSBAD, Calif.--(BUSINESS WIRE)--Nortek Inc. (Nasdaq: NTK) announced today that its Linear LLC subsidiary has been renamed Nortek Security & Control, LLC. Linear®, 2GIG® and GoControl® will be the subsidiary’s cornerstone brands, each targeting key markets. Strongly positioned with product portfolio synergies and the ability to cross-pollinate technology across the broader Nortek family, Nortek Security & Control provides a broad range of smart home solutions to OEMs, telecoms, major retailers, managed service providers, security dealers, custom installers and DIY consumers.

    “It is no surprise that the 2GIG installed base is the largest of any smart home platform.”
    “Nortek’s Linear business has been transformed during the past few years, as we have become a market leader not only in the security industry but the broader home control and automation sector, as well,” said Nortek President and Chief Executive Officer Michael J. Clarke. “Linear’s legacy includes 50 years as a pioneer in the wireless access control market and industry-leading capabilities in the design, engineering and manufacturing of sensors and connected devices. Our 2013 acquisition of 2GIG Technologies accentuated these strengths by bringing us more brands and capabilities, as well as complete solutions for the broader home automation space.”

    “We also recently transitioned the development and sales of certain Linear branded products, such as garage door operators, to one of its sister companies, GTO Access Systems,” Clarke said. “This sharpens the focus of each business and positions GTO to expand its presence in the perimeter access market. Coinciding with these changes, we are not only renaming the Linear business but also repositioning its brands and allocating greater resources to accelerate its growth in the exciting home control market.”

  • December 16, 2014

    South Korea's third-largest telco LG Uplus launched a remote gas valve control service as part of its foray into the incipient local Internet of Things (IoT) market.

    Mobile app-controlled U+Gaslock allows people to monitor and turn on and off gas valves through their phones.

    It is powered by a mobile solution called Z-wave. Users can remotely lock the gas valve, set temperature alerts, set timers, and control gas valves in the homes of others, such as their elderly parents.

    When the surrounding areas of the gas valve goes over 50℃ (122℉), U+Gaslock sends a text to the user, while it shuts it off when it reaches 65℃ (149℉).

    LG Uplus was the first member to join BOD, an alliance of 230 countries in Asia that uses the Z-wave solution.

    The mobile carrier said its new service is very convenient to use compared to counterparts in the market. LG said it will install the service for subscribers who request it, while the app itself is available on Google Play.

    "U+Gaslock is a service to control gas valves, which is essential to prevent unexpected fires at homes," said Ryu Chang-su, head of the LG Uplus Home Solution business. "We will lead the lifestyle changes brought on by IoT and give new values to customers."

  • Reply to

    Z wave is everywhere

    by analogphoneline Dec 2, 2014 3:34 PM
    derwisch01 derwisch01 Dec 2, 2014 4:44 PM Flag

    Can you please post a link?
    Thanks in advance

  • Reply to

    Google's "Thread"

    by namedashnumber Nov 26, 2014 6:46 PM
    derwisch01 derwisch01 Nov 26, 2014 7:07 PM Flag

    Betting on Internet of Things, Tyco invests in Qolsys

    Tyco International introduced a new software platform it intends to be the centerpiece of an Internet of Things (IoT) product strategy, and invested in home automation specialist Qolsys.

    The company also hired a new CTO, Daryll T. Fogal, to preside over it all. Fogal had been CTO and vice president of engineering for Eaton Corp.'s Electrical Sector. Prior to that, he held senior technology, R&D program management and operations positions over a 15-year career with Honeywell.

    Tyco CEO George Oliver said, "Daryll's extensive experience leading large-scale engineering and R&D organizations, his previous responsibility for developing an Internet of Things strategy and execution model, and his strong general management and operations mindset will enable him to provide the strategic leadership necessary to achieve our growth and innovation vision."

    The company’s IoT strategy will be based in large part on Tyco On, a new integrated data and smart services platform.

    Tyco On is designed to provide interconnectivity for a wide range of intelligent devices, systems and services. Tyco On, the company said, “will address varying needs of multinational, small business and residential customers, ranging from efficiency to complex system integrations and intelligent operations.”

    An example Tyco offered is an application it uses itself in its own Installation and Services business, which allows a single technician to perform fire alarm testing. Using a mobile app, the technician can test detectors throughout a building and connect remotely to the system's fire panel, where a second technician would have been stationed in the past, to complete the procedure.

    The company said this app could be generalized for customers to offer cloud-enabled access and storage of testing documentation.

    Tyco also sells RFID tags, video systems, electronic article surveillance and traffic sensors in the retail market. The company expects to use Tyco On to connect these various products to improve processes in retail and in other areas in which items get tracked.

    The next step after that would be tying in other products in Tyco’s product catalog, including safety and security systems.

    Neither Tyco nor Qolsys quantified Tyco’s investment in any way. Tyco expects to exploit its investment in Qolsys to further its ambitions in the IoT market.

  • derwisch01 derwisch01 Nov 26, 2014 7:00 PM Flag

    Unfortunately they scored nicely with VIZIO but lost UHD TV SoC's for TP Vision / Philips to Marvel...

  • 11/17/2014

    NEW YORK — The fledgling home-automation market is growing quickly and continuing to attract new companies.

    Some of the newest entrants include Ecovent, Snupi Technologies, Cielo WiGle and Droplit. iDevices, the maker of Bluetooth kitchen and outdoor-grill thermometers, also plans an entry.

    The newcomers enter a market whose U.S. unit sales will grow in 2015 by 20 percent to 24.9 million units and grow at 20 percent rates in 2016 and 2017, a Parks Associates/Consumer Electronics Association (CEA) report shows. The units include smart thermostats, networked cameras, smart door locks, water-leak detectors, smart smoke and CO detectors, smart light bulbs and switches, smart plugs and outlets, smart power strips, and the like.

    Despite the gains, only 10 percent of U.S. households have at least one smart-home device, and no single device has an ownership rate exceeding 6 percent, the Parks/CEA survey found.

    The survey also found that 62 percent of broadband-connected households in the U.S. are unfamiliar with smart-home products, almost 70 percent don’t know where to buy them, but 20 percent intend to buy one or more smart-home devices in the next 12 months.

    The addition of home-automation products in Walmart and Target stores, and the launch of home-automation sections in Best Buy stores, will likely help increase awareness. Target is testing home-automation products in about 500 of its roughly 1,800 stores, and Walmart is rolling out home-automation displays in 1,700 stores.

    The rollouts could also boost brand awareness, which is low, Parks/CEA found. The two companies with the highest unaided brand awareness are AT&T and ADT, both of which were named by only 6 percent 7 percent of surveyed respondents.

    The latest newcomers to the field have even less awareness, at least for now.

  • Reply to

    adt pulse intalls go parabolic

    by chetmcchet Nov 13, 2014 11:13 AM
    derwisch01 derwisch01 Nov 13, 2014 12:33 PM Flag

    More than 70% of new customers are choosing the Pulse security and home automation offering, the company said. - WOW very impressive !!!!

  • AT&T’s Digital Life home security and automation service is available in 82 markets and has about a 140,000 subscribers as of last month.
    Verizon, Telefonica, Orange and many other Telco's are lining up in the future on top of the DIY market with big retailers like Home Depot, Wal-Mart, Staples.
    Z-wave is the standard of choice for almost all Security companies in North America.
    More adoption in markets like Europe and China, Brazil and India will spur growth even further in the years to come....

  • derwisch01 derwisch01 Nov 12, 2014 6:12 PM Flag

    Maybe this is the time to average down?

  • derwisch01 derwisch01 Nov 12, 2014 12:18 PM Flag

    I agree with you and I think that they successfully aligned the structure last year and after the the next generation product transition of their customers there is a very good chance that they are finally entering a period of growth...
    What's your average cost of Siggy stock?

  • ....this is a much leaner and more diversified company than 5 to 6 years ago but Wall Street doesn't seem to recognize this. Risk Reward Ratio looks compelling to me ;-))

  • .....the cash on hand plus DTV, STB, HPNA and segments carry no value at all???
    I don't think so....

  • Reply to

    STB-less IPTV ready for prime time in 2015?

    by derwisch01 Nov 11, 2014 8:47 PM
    derwisch01 derwisch01 Nov 11, 2014 8:50 PM Flag

    Maybe Siggy's purchase of Trident's DTV division wasn't that bad at all ;-))


  • November 11, 2014

    Worldwide UltraHD capable set-top box shipments will reach 48 million by 2020, while the market for HEVC set-top boxes – the next-generation of video compression technology – will rise even further to 88 million units, according to findings from ABI Research’s Set-top Box and Home Networks Market Research.
    In 2014, the market will deploy only about 60,000 set-top high-end gateway set-top boxes with UltraHD and HEVC capabilities within high-end gateway set-top boxes. After the initial push of high-end UltraHD capable boxes in multi-tuner gateway boxes, a second round of HD HEVC boxes will roll out in areas with demand for HD services where the last-mile network build out isn’t otherwise sufficient to deploy HD MPEG-4 services.
    ABI Research reports that Technicolor has secured the design win for Tata Sky’s UltraHD deployment in India, Sumitomo has delivered set-tops for the NTT Playa in Japan, while BSkyB may build its own for Project Ethan. Early prototypes and designs have been based primarily on Broadcom 725x SoC with Broadcom or ViXS decoders.
    “HEVC is an enabler not just of UltraHD—an immersive digital experience which will give benefits especially to consumers using 55 inch and larger screens,” advises ABI Research Practice Director Sam Rosen. “It also will enable delivery of interactive HD services to consumers whose homes do not have high bandwidth interactive services. Beyond the strong penetration of HEVC and UltraHD set-top boxes, we see IPTV boxes developing to include terrestrial tuners for hybrid services licensing retransmission of all free-to-air services.”

  • Reply to

    UHD TV sales up almost nine times this year

    by derwisch01 Nov 10, 2014 8:33 PM
    derwisch01 derwisch01 Nov 11, 2014 8:33 PM Flag

    Siggy is also a supplier of the chips for Sharp's new UHD TV's beside Vizio and the two Chinese manufacturers. But couple months ago Samsung, Sony and LG owned close to 75 per cent of the market. Unless Siggy's customers are going to catch away some bigger piece of the pie, it won't be a meaningful revenue contributor in order to challenge MStar or Mediatek.

  • NEW YORK, Nov 11, 2014 (BUSINESS WIRE) -- Linear LLC, a Nortek company NTK, -0.71% and a leader in the security and home control markets, will show a preview of its newest Z-Wave product, the Z-Wave Dimmable LED Light Bulb at CES Unveiled New York. The instant-on, screw-in bulb provides soft-white illumination equivalent to a 60-watt incandescent bulb and provides one of the simplest and most affordable intelligent lighting solutions available, from the world’s largest manufacturer of Z-Wave products – according to the Z-Wave Alliance.

    The new smart bulb is remotely controllable from any Z-Wave hub or controller, consumes only nine watts of energy, and has an estimated lifespan of 25,000 hours. The soft white LED light bulb is dimmable to 100 levels and offers a practical lighting solution for DIY and professional installers who want to bring intelligent lighting anywhere a light socket exists. Just like with other Z-Wave lighting solutions, Linear LED smart bulb users can program lifestyle scenes and trigger the bulb on or off when other events or associated devices are activated. This new product also acts as a repeater to strengthen the Z-Wave mesh network.
    “Our Z-Wave Dimmable LED Bulb clears a major roadblock for lighting control adoption, the need to install high voltage switches,” said Linear senior vice president of product and market development, Duane Paulson. “The smart bulb is the easiest Z-Wave lighting control solution to install, operate and manage, it has the smoothest dimming feature on the market today, and it offers practical applications in nearly every room in a home.”
    In addition to the smart bulb, Linear manufactures a wide array of other Z-Wave enabled home control products, including: three-way and regular light switches, thermostats, doorbells, key fobs, door/window contacts, dimmer modules and wall outlets; all of which will be on display at CES Unveiled. Linear will also showcase its UL-certified Z-Wave Garage Door Operator Remote Controller, which has been widely adopted through popular platforms such as Lowe’s Iris, Nexia, Staples Connect and more.

    Paulson continued, “With our full line of security, access control and lighting solutions, customers can now build a fully-integrated home control system using Linear products.”

    Linear’s 2GIG home control platform serves the needs of more homeowners than any other installed home control platform in the world. Linear and their parent Nortek have global reach, which includes distribution and market share in every continent across a range of channels, supported by smart-tech development and manufacturing centers across Asia, North America and Europe. Linear will continue to develop innovation in integrated systems and IoT connected products, state-of-the-art product ID design and high volume manufacturing.

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