Archive for the ‘Economics’ Category

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 ...

The Influence of Sony’s Investment in Sharp’s LCD TV Panel Factory

Monday, March 10th, 2008

by David Hsieh, Vice President, Greater China Market At the end of February, Sony and Sharp announced that they will form a joint venture to build a Gen 10 TFT LCD fab, targeting large size LCD TV panels of 40” and above. Sony and Sharp will invest ¥100 billion and ¥380 ...

So if it’s a slowdown…what happens in Europe?

Thursday, March 6th, 2008

by Paul Gray, Director of European TV Research I've been conducting a thought experiment on what a USA consumer slowdown will mean for the TV market in Europe. Historically, Europe tends to enter recessions after the USA—often up to a year later. In general, this is as export contracts are fulfilled ...