Archive for April, 2008

Ninety Percent of Notebook PCs will Feature LED Backlights by 2012

Wednesday, April 30th, 2008

By Luke Yao Building LED backlight units (BLU) in notebooks can offer three major benefits: low power consumption, slim product design and a more environmentally friendly product (due to the absence of mercury in LEDs as opposed to its presence in CCFLs). We are convinced that LED light sources will largely ...

The Battle for TV Panel Allocation: Who Will Win?

Thursday, April 17th, 2008

by David Barnes, Vice President, Strategic Analysis If I read the numbers correctly, TV makers plan to sell 29% more 32” and 37” LCD TV sets this year than last year. Sounds good, but what about notebook PC and LCD monitor makers’ plans to sell 11% more units? Don’t PC and ...

Circuit City Real Estate

Tuesday, April 15th, 2008

by David Barnes, Vice President, Strategic Analysis If I read the news correctly, commercial real estate and the regional “thrifts” that provide most of the loans for the empty office buildings and retail blocks I notice driving around Austin may be the next shoe to drop. According to its fiscal 2007 ...

Gigawatt Scale Thin Film Solar Fabs: Interpreting Recent Announcements

Friday, April 11th, 2008

By Charles Annis, Vice President, Manufacturing Research A gigawatt is a lot of electricity. A thin film solar cell fab with annual capacity to produce 109 watts worth of panels is on a scale multiple times that of any lines currently in mass production. Assuming the use of 1000 × 1400 ...

Philips Exits US TV Manufacturing

Tuesday, April 8th, 2008

by Paul Gagnon, Director of North America TV Research In a move that is not too surprising, Philips has decided to withdraw from manufacturing TVs for the US marketplace, according to an article by the New York Times’ Eric Taub. Instead, Philips will license its name to Funai who will assume all ...