Archive for November, 2008

Two Days Away from Black Friday Madness

Wednesday, November 26th, 2008

By Mark Schutter, Director of Channel Market Research We are just days away from Black Friday madness and, as was the case in recent years, nearly all of the printed ad proofs have been leaked, revealing some fairly aggressive promotions. While the hot “ticket-required” items – the Black Friday grail only ...

Charging Ahead With Consolidation

Monday, November 17th, 2008

By David Barnes, VP Strategic Analysis Panasonic has shocked Japan twice this year. First, the company founded by venerable Matsushita Konosuke-san in 1918 announced it would change its name to Panasonic, which had become its best-known brand name outside Japan. Second, Panasonic announced plans to acquire SANYO Electric. The exact nature ...

Savings Ratios Give A Clue To Market Robustness

Friday, November 14th, 2008

By Paul Gray, Director, European TV Research While doing some background work on forecasting for the next few months, I started examining any correlation between the TV market and savings. Intuitively there is some kind of a link. Taking the penetration of TV into homes appeared to me to consider longer-term effects and iron out ...

Utilization Down, Fab Closure, What’s Next for Taiwan?

Thursday, November 13th, 2008

By David Hsieh, Vice President, Greater China Market TFT LCD makers are now suffering from a deep downturn. According to the latest Quarterly TFT LCD Cost Forecast Reports with Annual and Quarterly Projections, panel prices are approaching cash costs, and some panel makers are already selling products ...

The Grass is Always Greener on the Other Side of the Monitor Vertical Integration Fence

Monday, November 10th, 2008

By Chris Connery with Shawn Lee When looking at the LCD DESKTOP monitor market, the question of vertical integration has long been debated in the industry in regards to whether it is important for factories to have their own brands and vice-versa (for strong bands ...