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Digitimes Research: Comcast to push into new digital home market
Enoki Chen, DIGITIMES Research, Taipei [Monday 17 March 2014]

In addition to its existing Xfinity Triple-Play services, US-based Comcast has recently announced it will cooperate with US-based NRG Energy to offer electricity services. The move is expected to add an additional service to Comcast's packages and help bring in more revenues to the company.

Comcast has also announced it will acquire the second-largest cable TV company in the US, Time Warner Cable and if acquired, Comcast will be able to take a 30% share in the US' paid-TV market, strengthening its competitiveness against its telecom carrier and satellite TV competitors. The acquisition news also helped Comcast's negotiation with Netflix, which Netflix agreed to pay Comcast for better streaming.

Digitimes Research believes Comcast is planning to use its economies of scale to push into the digital home market. The digital home market used to focus on multimedia entertainment contents, but now the market has turned to focus on new applications such as energy management driven by Google's acquired Nest, home security management and telecare. Comcast's Xfinity Home is a service that combines the energy and security management and the company's entry into the electricity industry will allow it to become a more complete supplier of digital home solutions.

Analysis of China's revised domestic semiconductor industry goals

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Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

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Taiwan LCD monitors – 2Q 2014

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Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

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A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

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Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

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