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NOVEMBER ISSUE

Seven Trends in the Evolution of IP&E Demand in China
China’s market demand for IP&E will grow 20% year over year (YOY) to US$114bn in 2007 while the imported IP&E market demand will reach US$59.3bn. China Outlook Consulting analysts highly recommend international IP&E manufacturers to watch carefully the imported IP&E market demand change because this is a business opportunity for you. To help you better understand the demand evolution in China, COC analysts highlight seven demand trends. (more...)

STB Manufacturing Capacities and Demand on Components
China’s STB manufacturing will sustain a continuous growth. In 2007 China will make 66 million units driven by strong market demand from overseas and increased demand from the domestic market. STB manufacturers in China are making mainly four types of digital STB products: digital cable STB (DVB-C), Digital satellite STB (DVB-S), digital terrestrial STB(DVB-T) and digital IPTV STB. Among the four types of STBs, digital cable STB serves mainly the domestic market while digital satellite STB is serving mainly the overseas market due to China’s strict regulations in this area. (more...)

Market Demand Trends at PT/Expo China
PT/Expo Communications China 2007 (October, Beijing), organized by E.J. Krause & Associates Inc, brought market trends for telecommunications equipment manufacturers. The major exhibitors consisted of telecom equipment manufacturers, operators, and chipmakers. As China electronics manufacturing activities have been integrated into the world supply chain, it is worth taking a look at China’s demand trends from both domestic and international markets. COC analysts interviewed telecom equipment manufacturers to understand what new products to be developed to meet what needs in the marketplace.(more...)

New Payment Options through Handsets
In order for people to use handsets to pay transportation fares and at gas stations, current POS (point of sales) terminals and handset RF modules need fundamental changes. Since there is increased discussion in China about using handsets as a method of payment, COC analysts discuss this issue to highlight how semiconductors and components will serve this new market.(more...)

LCD Panel Short Supply: Affects Which Sectors?
TFT LCD panels have been in short supply in China beginning in March 2007, especially those panels with size below 32-inch. The short supply has driven panel prices up by as much as 50% and is impacting demand for semiconductors and components. China Outlook Consulting analysts tracked the market trends through portable consumer electronics, PC products and LCD TV products. This piece of marketing intelligence helps to forecast the demand trends of different segments in Q4 2007. Let’s look at how this has influenced shipment of major products, challenged local manufacturers, and how it will change the market demand for semiconductors and components. (more...)

Charts and Tables
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