Archive for the ‘David Barnes’ Category

May You Live in Interesting Times

Tuesday, December 4th, 2007

By David Barnes, VP, Strategic Analysis Raise your hand if you remember the TV program “Connections” by James Burke, first aired by the BBC in 1979 and by PBS in the USA subsequently through 1997. Like Mr. Burke, I find my mind connects data points from many sources. Unfortunately, unlike him, ...

A US Recession Will Not Slow the FPD Progression

Wednesday, September 5th, 2007

By David Barnes, Vice President of Strategic Analysis The day after Labor Day, the three-day weekend marking the end of summer in the USA, the Standard & Poor’s 500 Index closed up 1.1% and the NASDAQ Composite Index closed up 1.3% on its steepest four-day rally in four years. Apparently, investors ...

Win-Win: Wintek Buys Third-generation TFT LCD Capacity from HannStar Displays

Monday, August 13th, 2007

by David Barnes, Vice President of Strategic Analysis On Friday, 10 August, HannStar Display (TSE 6116) and Wintek (TSE 2384) announced that Wintek would take possession of the entire 3rd-generation TFT LCD campus owned by HannStar Display (HSD) on 01 December 2007. In September 2006, Wintek purchased one of the two ...

Will Rising Panel Prices Spoil the LCD TV Market?

Friday, June 22nd, 2007

By David Barnes, Vice President of Strategic Analysis Sometimes we get it wrong. At the beginning of Q2’07, we forecasted the average unit price for a 32” 1366 × 768 LCD TV module would fall from $305 to $304. Our latest PriceWise (free data available from www.displaysearch.com/free/pricewise.html) shows the typical ...

Real Differentiation

Wednesday, May 16th, 2007

By David Barnes, Vice President of Strategic Analysis Panel makers have been struggling to differentiate their products for years. Leading TFT LCD producers have been able to make larger displays than new entrants have, but that is about the extent of product differentiation. Variations such as MVA or IPS have not ...