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keyword:Jason Tsai25 result(s)

Press Releases
Limited Smartphone 3D Sensing Market Growth in 2019; Apple to be Key Promoter of Growth in 2020, Says TrendForce


Consumer Electronics / Telecommunications

TrendForce  states that the global 3D sensing market for smartphones has grown from 819 million USD in 2017 to 308 billion USD in 2018 as iPhones make a complete switch to structured light 3D sensing solutions Yet due to smartphone suppliers mostly focusing on fingerprint on display (FOD ), the global smartphone 3D sensing market is expected to grow by 263%, to a scale of 389 billion USD Apple, anticipated to take up TOF technology in 2020, may boost market development and bring YoY growth up to 531% TrendForce Analyst Jason Tsai asserts that smartphone 3D sensing market scale growth still largely depends on Apple's iPhone devices Although LG, Samsung and other brands are rolling out smartphones equipped with 3D sensing modules this year, these modules are only limited to a few flagship models and don't contribute noticeably to market scale growth, with total shipments for the whole year arriving at 33 million devices According to Jason Tsai's analysis, the main incentive for implementing structured light 3D sensing modules for most companies comes not from application, but merely from its potential to become a hot topic in the market On the other hand, TOF (Time of Flight) solutions have lower technological requirements and more solution suppliers, hence smartphone suppliers' interest to switch to TOF However, TOF solutions are mainly suited for long-range, wide-area environmental detection, and are not necessarily better for facial recognition than structured light solutions Brand manufacturers also lack attractive AR applications, and high resolution TOF solution modules aren't necessarily cheaper than structured light ones These reasons further kill the desire for brand manufacturers to achieve widespread 3D sensing module implementation this year Thus, the penetration rate for smartphone 3D sensing is expected to rise from 84% in 2018 to merely 123% Observing Apple, who leads the smartphone 3D sensing market, Jason Tsai points out that though Apple is the most aggressive developer of 3D sensing technology, it won't be immediately following in the footsteps of other competitors rolling out TOF solution modules this year, since development in Apple's AR applications is still underway TrendForce predicts that Apple may have to wait until 2020 if it wants to add TOF solution modules to its iPhones and include various AR applications along with it This will increase consumers' habitual usage of AR and prove to be beneficial for Apple's future development of AR related products As Apple releases new devices with TOF solutions for 3D sensing modules and AR applications along with it in 2020, it may attract other brands to follow up and further accelerate 3D sensing market development It is predicted that the global smartphone 3D sensing market will grow up to 596 billion USD and bring the penetration rate up to 20%

Press Releases
TrendForce Forecasts Global VR Device Shipments at 6 Million Units in 2019, with Oculus’s Price Cut Boosting Sales


Consumer Electronics / Telecommunications

TrendForce expects the global shipments of VR devices to reach 465 million units in 2018, and 6 million units in 2019, a YoY growth of 29% Oculus’s strategy of price cut has successfully boosted sales since the release of Oculus Quest at the beginning of this year “Sony is expected to ship 22 million units of PlayStation VR, as the series’ new products have not yet been released,” says TrendForce analyst Jason Tsai, “HTC’s VR shipments are expected to reach 800,000 units” As for Oculus, it has witnessed the largest shipment growth among the three major VR makers, with momentum from Oculus Rift, Oculus Go, and Oculus Quest, which drives the company’s total shipments to 17 million units Tsai points out that Oculus Quest is the main product of the company, while Facebook will continue to provide more applications for standalone VR devices Rather than making profits from hardware devices, Facebook would put more focus on promoting its platform and content services Therefore, Oculus offers attractive prices to increase the penetration of standalone VR devices Retaining its pricing strategy, Oculus has a chance to offer low-priced Oculus Rift in the future As for Oculus’s rivals, they have other priorities Sony will continue to focus on console-based VR market and to develop the next-generation PlayStation HTC will retain its market positioning of high performance and outstanding user experience HTC may offer promotions to deal with the pressure from competitors, but boosting shipments will not be the main target for the company Looking back to the global VR market for 2018, Sony, Oculus, and HTC have their respective market objectives and plans, which moderated the competition between them However, as Oculus continues its aggressive strategy to expand the market share and introduce more software and applications, competition in the global VR market may grow tense

Press Releases
TrendForce Forecasts VR Market Shipments at 4.65 Million Units in 2018; Competition Between Oculus and HTC Would Intensify


Consumer Electronics / Telecommunications

According to the latest research by TrendForce, the global VR market sees marginal growth this year, and will remain inactive till the year-end due to the conservative attitude of most manufacturers and lack of new products TrendForce expects major manufacturers to schedule their new product launching at the end of the year to leverage the market in 2019 As for the rest of this year, the competition between Oculus and HTC in the Chinese market would be a focus for global VR market  TrendForce reveals that global shipments of VR devices, including PC-based VR, console-based VR and standalone VR, recorded 365 million units in 2017, and will reach 465 million units in 2018, a YoY growth of 274% “Sony's strategy this year continues to focus on console-based VR market, with the shipments estimated at 2 million units thanks to loyal users of PS4 and the Christmas sales,” says Jason Tsai, an analyst of TrendForce  On the other hand, Oculus has not released its high-end standalone VR device--Santa Cruz, but has entered the Chinese market with Oculus Go via cooperation with Xiaomi For the whole year of 2018, TrendForce estimates that the shipments of Oculus will come to 900,000 units  With regard to HTC, who has launched Vive Focus and Vive Pro successively, its shipment is estimated at around 600,000 units The brand will only have limited growth due to competition with Xiaomi in the Chinese market The shipment of another VR device, Windows Mixed Reality Headset, may decline to 150,000 units while most of its partners have turned a conservative attitude towards the VR market   When Sony continues to exclusively focus on the console-based VR for gaming market, Oculus and HTC have emerged to be major players in VR market HTC launched new products ahead of Oculus to take the lead in market, but Oculus Go then allowed Oculus to catch up, especially after Oculus’s cooperation with Xiaomi The products are now branded with Xiaomi, produced by Xiaomi, and connected to the platform of Xiaomi, who has been actively assisting Oculus in increasing the shares in the Chinese market  In addition, other Chinese branded companies may follow suit and join the camp of Oculus like Xiaomi This would bring greater pressure to HTC, and make it easier for Oculus to go through the development of its high-end model--Santa Cruz Tsai believes that Oculus would schedule the launch of Santa Cruz at the end of this year or even early next year, further pushing the company's shipments to 13 million units in 2019 

Press Releases
TrendForce Forecasts VR Market Shipments at 5 Million Units in 2018, Standalone VR Devices Will Be the Focus


Consumer Electronics / Telecommunications

TrendForce reveals that global shipments of VR devices reached 37 million units in 2017 In terms of shipments ranking, Sony took first place, followed by Oculus Rift in second and HTC Vive in third As for 2018, TrendForce estimates that the shipments will come to 5 million units “Thanks to PS 4 Pro’s strong sales and support from third-party developers, Sony PS VR recorded a shipment of 17 million units, accounting for the largest market share in 2017,” says Jason Tsai, analyst of TrendForce Oculus Rift and HTC Vive shipped 700,000 and 500,000 units respectively Another product, Windows Mixed Reality headset jointly launched by Microsoft and its partners Acer, Dell, Lenovo, etc, recorded a shipment of around 300,000 units in 2017 In terms of VR devices shipments for 2018, PS VR is expected to record annual shipments of 2 million backed by Sony’s rich resources in game console industry Oculus and HTC will launch new models, raising their shipments to 1 million and 600,000 units respectively, according to TrendForce’s estimation According to Tsai, the demand for VR devices in 2016 mainly came from the novelty of new products, but the shipments growth slowed down in 2017 Currently, the niche commercial market for VR demands customization, while the consumer market for VR focuses on gaming and entertainment However, currently, there is insufficient VR game content available, which is the biggest obstacle for VR market development This obstacle drives VR manufacturers to adjust their business goals in 2018 Tsai notes that, facing slowing market growth, VR device makers are now looking at standalone VR headsets to accelerate the market growth and to stimulate the demand Standalone VR devices are mainly used for social media, audio/video and internet services which target at general consumers For instance, Google and Facebook are now actively developing standalone VR devices, HTC has also launched Vive Focus, a new standalone device, while searching for more content providers via its platform of Vive Wave Standalone VR devices can meet the needs of general consumers, however, consumer acceptance of these products will be the key to market growth In addition, the development of standalone VR devices is faced with potential technical challenges, including extra components such as chips, enhancement of inside-out tracking technology, improvement of battery life and heat dissipation design, etc To sum up, standalone VR devices will be the market focus in 2018, but the overall VR market will remain in the early stage of development, so the shipments will not have substantial growth until 2020

Press Releases
ITC Rules in Favor of Relief from Solar Imports Under Section 201; TrendForce Anticipates U.S. PV Demand for 2018 to Be Cut in Half



The US International Commission (ITC) announced on September 22 (local time) that it has accepted Suniva’s petition to seek relief against all solar imports under Section 201 of the 1974 Trade Act Following the affirmation of Suniva’s claim, ITC will develop recommendations to safeguard the US solar market against imports from Asia EnergyTrend, TrendForce’s green energy research division, states that ITC’s ruling is expected to raise the solar trade barrier significantly and may slash the US photovoltaic (PV) demand for the whole 2018 by half The US-based PV cell maker Suniva filed the Section 201 petition to ITC this April soon after the company declared bankruptcy According to the petition, Suniva wants the US government to severely restrict cell and module imports, regardless of where they are from, over a four-year period In the first year, Suniva wants a tariff of US$040/W per cell with a minimum import price of US$078 per module ITC formally received Suniva’s petition on May 17 and began to investigate on effects of cell imports have on the domestic solar industry According to ITC, module imports has constituted serious injury on the domestic solar industry, so a policy remedy need to be developed in line with Section 201 of the 1974 Trade Act After announcing the go-ahead with the trade safeguard, ITC has scheduled a remedy hearing on October 3 to determine what concrete actions should be taken against solar imports Following that, the ITC will deliver its recommendation report to President Trump no later than November 13 The White House will announce whether to carry out ITC’s recommendations within 60 days (before January 12, 2018) With ITC finding that imported modules as causing serious injury, EnergyTrend analyst Jason Tsai pointed out that the follow-up trade barrier (eg tariff rates) will be based on the price differences between domestic modules and foreign modules Another possibility the establishment of minimum import prices for cells and modules that takes account of the average production costs of US cell and module makers “US domestic solar companies make numerous high-efficiency products,” noted Tsai “If ITC chooses not to differentiate tariff rates or import prices based on product types, then there is a strong likelihood that the trade barrier it recommends will be closer to the demands in Suniva’s petition” ITC has also specifically investigate module exporting countries that have signed free trade agreements with the US (eg Canada, Mexico, South Korea and Singapore) Among these countries, only South Korea and Mexico are deemed to have caused injuries to the domestic industry NAFTA members (with the exception of Mexico), CAFTA-DR members and other countries that have agreements with the US (eg Singapore, Columbia, Jordan, Panama and Peru) are exempted from the global safeguard Still, South Korea and Mexico may receive a milder form of trade barrier because their special trade relationships with the US The degrees of restriction that respective module exporting countries will face will be further revealed during the October 3, when the ITC clarifies its remedy policy While ITC has decided to enact the Section 201 safeguard, there still no news about mandated deposits for solar imports Some US solar companies with the help of their overseas suppliers will stock up aggressively during this immediate period However, most US solar companies will wait until after the October 3 remedy hearing before stepping up their stock-up efforts  “The deposit policy will probably be announced after the ITC has sent its recommendation report to the Trump administration,” said Tsai “Until then, module makers still have limited time to make shipments to the US and help local companies there build up their inventories This is especially true for module makers that are highly dependent on exporting to the US, such as those based in South Korea and Southeast Asia” EnergyTrend’s analysis on customs data has found that US imported around 5GW of PV modules from the start of this May to the end of this August Currently, it would take about six months (two quarterly periods) to exhaust the total module inventory in the US for the entire 2017 Furthermore, module makers will not see tangible trade barrier related to the Section 201 safeguard from September 23 to November 13 This period presents an opportunity for them to export to the US Taking all these factors into consideration, EnergyTrend projects the overall module inventory in US will finally be exhausted in the second quarter of 2018 Only by then will the next large wave of demand for module imports start to emerge Because much of the solar imports into the US consists of low-price modules for utility-scale ground-mounted PV plants, the high trade barrier indicated by the latest ITC ruling will sharply reduce the demand for these products If the trade barrier related to the Section 201 safeguard is extremely high, then the costs of modules in the US will soar In such a scenario, the US PV demand for the entire 2018 is forecast to plummet to 55GW The chance of recovery will have to wait until 2019 By that time, the government may adjust the measures related to the Section 201 safeguard, or the domestic production capacity for cells and modules may have expanded during this period of import relief

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