CES 2022 registration is open for those planning to travel to the physical show Jan. 5-8 in Las Vegas, said CTA Tuesday. It expects more than 1,100 exhibiting companies. That’s about a quarter of the exhibitor base that participated in CES 2020, the last physical show CTA convened before the COVID-19 pandemic rendered CES 2021 virtual-only. CES 2022 visitors need to be fully vaccinated; see our report here.
About 819,000 foldable smartphones were sold globally in Q2, up 147% sequentially and 0.3% growth year over year, reported Display Supply Chain Consultants Monday. In Q3, DSCC expects 215% quarter-on-quarter and 480% year-over-year increases to 2.6 million. It’s forecasting 46% quarter-on-quarter and 450% year-over-year growth in Q4 to 3.8 million. It credits the launch of Samsung’s “aggressively priced” Z Flip 3, $999, and the debut of Samsung’s “full featured” Z Fold 3, $1,799. “These attractive products are backed by a reported $2B spend by Samsung in promotions and marketing which are significantly increasing consumer awareness of foldable smartphones,” said DSCC CEO Ross Young.
Growth in connected TV households slowed to 1.2% in Q2, with 85% of broadband households now using CTV, TDG emailed Thursday. Broadband households grew 1.35 million in Q2 2020 and by 900,000 a year later. “When products and services near saturation, growth declines to the low single digits and the market becomes a zero-sum game,” said TDG President Michael Greeson. Penetration expansion will come in small increments within the home to additional rooms, he said. In CTV households, some 83% of living/family rooms have the devices vs. 77% a year ago, while CTVs in master bedrooms grew from 41% to 50%, and 22% to 28% in second bedrooms. As consumers upgrade primary TVs, they typically move replaced models to secondary rooms, he said.
Analog Devices will collaborate with startup Braveheart Wireless on an end-to-end remote patient monitoring system, said the companies Wednesday. Real-time and intermittent remote monitoring of a patient’s vital signs is possible through Braveheart’s wearable patch, paired with ADI’s sensor and signal-chain technology, they said.
Broadcom CEO Hock Tan stood somewhat apart from other chipmakers when he expressed guarded optimism on a call Thursday for fiscal Q3 ended Aug. 1 that his company’s supply will meet demand into 2022. Broadcom has “a pretty good supply availability lineup for 2022, and we feel pretty OK about that,” said Tan. “I won't say great, but in this environment, all things considered, we're feeling quite good.” Tan wouldn’t bite when asked about industry speculation that Broadcom’s top wafer supplier, Taiwan Semiconductor Manufacturing Co., would soon impose substantial price increases. TSMC didn't comment Friday. Q3 Broadcom revenue of $910 million in fiscal Q3 grew 23% year on year, fueled mainly by the “2X growth” in Wi-Fi 6E deployments, plus double-digit increases in “next-generation fiber,” said Tan. “We see service providers like AT&T, British Telecom, and even Deutsche Telekom, deploying in increasing volumes next-generation last-mile fiber connectivity to homes in the U.S. and globally.”
The House should pass legislation funding bills for addressing the semiconductor shortage “as soon as possible,” Sen. Mark Warner, D-Va., said Thursday. He responded to reports that General Motors “plans to halt production temporarily at nearly all North American plants due to the shortage” of chips. He urged passage of S-1260, the U.S. Innovation and Competition Act (see 2106080074), which would fund Warner’s Chips for America Act.
Arizona and Georgia will be the first states to let residents add their driver’s license or state Identification to Apple Wallet on an iPhone or Watch, said the tech company Wednesday. Connecticut, Iowa, Kentucky, Maryland, Oklahoma and Utah are next. The Transportation Security Administration also will enable select airport security checkpoints so travelers can use their driver’s license or state ID in Wallet. Apple and the issuing states won’t know when or where users present their IDs, said the company, and customers’ identity data is encrypted.
Global wearables shipments grew 32% year over year to 114.2 million in Q2, as hearables and smartwatches each grew 39%, said IDC Tuesday. Wristband trackers remained flat, it said, due to a lack of notable product launches in recent quarters and consumers' continued transition to smartwatches. The $200-$300 smartwatch segment gained 10 percentage points year on year, driven by demand for the Apple Watch SE and Series 3, Fitbit Versa 3 and Samsung Galaxy Watch Active2, said analyst Jitesh Ubrani. Apple led the market with 28.2% share on 32.2 million shipments, but growth slowed to 9.3% year on year on an “aging product lineup” and tough comparable sales vs. a Q2 2020 surge, said IDC. Fourth-place Samsung followed Xiaomi and Huawei, with 8.5% share and shipments of 9.7 million as it has secured a spot as the “de facto choice of wearables for Android users.” India-based boAt, Huawei, JBL and JLab Audio buoyed the sub-$100 hearables category with premium features including active noise cancellation. A good-better-best portfolio strategy with staggered price points allowed companies to reach more customers, said analyst Ramon Llamas. High-end features will continue to make their way to mid-tier and mainstream products, said Llamas, which will “lure people to upgrade or purchase their first devices.”
Valens Semiconductor, originator of the HDBaseT high-speed connectivity standard for home theater and autonomous vehicles, said the SEC declared effective its registration statement to combine with special purpose acquisition company PTK and take itself public on the New York Stock Exchange. A special meeting of PTK's shareholders is Sept. 28 to ratify the $1.16 billion combination, which was first announced in May (see 2105250023). Valens still expects the transaction to close by fall, it said Monday.
Samsung is doing a “thorough investigation” into reports a Galaxy A21 smartphone caught fire aboard an Alaska Airlines flight Monday, the company emailed Wednesday, calling safety a “top priority.” A Tuesday Verge article reported the incident, said to involve a Galaxy A21, though a spokesperson for the Port of Seattle said the phone was “burned beyond recognition.” An Alaska Airlines spokesperson told The Verge the plane’s crew used fire extinguishers and a battery containment bag to “stop the phone from smoking.” Passengers were evacuated from the plane via slides “due to hazy conditions inside the cabin,” and two were treated at a local hospital, said the report.