The Indian government approved a long-debated manufacturing policy on October 25. The intent of the policy is to boost the country’s manufacturing capability; to increase the share of manufacturing from the current level of around 16% of GDP to 25% by 2022; and to create 100 million new jobs in special manufacturing hubs. This could be critical for India as an expected 130 million Indians will be joining the workforce, many of whom may not be qualified to participate in India’s growing software industry.
Continue Reading
Category Archives: Equipment
Samsung and LG Display Consider Moving Gen 8 Equipment from Korea to China
Recent reports suggest both Samsung and LG Display are evaluating the option of moving currently installed Gen 8 equipment from their Korean fabs to the new fabs they have been planning on building in China in 2012 and 2013. As analyzed in our recent Quarterly FPD Supply/Demand and Capital Spending Report, there are a variety of potential benefits as well as negatives with this “Move to China” strategy.
Continue Reading
Plastic Logic 100, the First Plastic Active Matrix Display?
Plastic Logic recently announced an electronic textbook, the Plastic Logic 100 for Education. The company said that the product will reach the market by the end of September. This would be a significant breakthrough as it would be the first plastic-based active matrix display, especially with the challenges that Plastic Logic has faced bringing this technology to market.
Continue Reading
Broadcom Calls It Quits
It’s no surprise when another TV chip maker vanishes. The latest example is the report that Broadcom has decided to exit the TV SoC and Blu-ray chip businesses. This is an industry where the winner takes all, and the penalty for making the wrong choices (either in featuring or customer engagement) is harsh.
Continue Reading
Who’s Got the Power for LCD Monitors?
With global demand for TVs remaining behind industry expectations, panel makers with fab lines to fill continue to eagerly look for ways to revitalize other large-area panel markets like monitors. Recent supply chain indications from Korean LCD manufacturers suggest a new wave of promotion for wide-viewing angle IPS (in-plane switching) and PLS (plane-to-line switching) panels for desktop monitors. As one can imagine, one way to promote these technologies is to lower the price premium over the standard TN (twisted nematic) for these arguably better technologies.
Continue Reading
