Archive for the ‘Economics’ Category

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 ...

It’s Not the Economy, It’s the Crystal Cycle

Wednesday, December 12th, 2007

By David Barnes, VP, Strategic Analysis Clients of DisplaySearch, particularly those in Asia, have been asking us about the so-called sub-prime mortgage crisis and what it means for the flat panel industry. While I am flattered to be chosen as the company’s speaker on this subject, I wonder how to do ...

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, ...