Archive for the ‘Economics’ Category
Tuesday, July 15th, 2008
By David Barnes, Vice President, Strategic Analysis
Those of you who know me know that I do not suffer fools gladly and that I often play the role of Dr. Doom. Those of you who know Norse mythology also know that doom is not a bad thing, necessarily. In old English, ...
Posted in Authors, David Barnes, Economics, Suppliers | No Comments »
Friday, June 13th, 2008
by David Barnes, Vice President, Strategic Analysis
When I was a kid, oiling my bicycle chain was a good thing. Back then, riding through a creek full of muddy water was a good thing.
Today, navigating through the muddy waters of our global economy is not so fun. Oil and the display ...
Posted in Economics | No Comments »
Monday, June 9th, 2008
By David Barnes, Vice President, Strategic Analysis
Natural disasters, a credit crisis and commercial cycles are sending confusing signals as we approach a peak in the crystal cycle. Fasten your seatbelts; it looks like 2008 will be a rough ride.
As the year began, TFT LCD suppliers predicted tight supply. They looked ...
Posted in David Barnes, Economics, Notebook PCs, TVs | 1 Comment »
Friday, May 2nd, 2008
by David Barnes, Vice President, Strategic Analysis
Several news stories and our own survey of Q1’08 panel shipment results suggest a new trend in the LCD TV supply chain.
Wistron (TPE 3231, sales of $8,842 million in 2007) intends to acquire inventory, equipment, intellectual property and personnel associated with PC monitor assembly from ...
Posted in Authors, David Barnes, Desktop Monitors, Economics, Suppliers, Technology | No Comments »
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 ...
Posted in Economics, Luke Yao, Notebook PCs, Technology | No Comments »
