Archive for the ‘Suppliers’ Category

Dr. Doom Meets the Naysayers

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, ...

Advertisers to Pay for Digital Signage Infrastructure Swap-out, Says US Capital’s Mass Transit System

Monday, May 5th, 2008

by Chris Connery, Vice President, PC and Large Format Commercial Displays As digital signage efforts continue to grow both locally and worldwide, more and more major out-of-home initiatives are being implemented. In what may be one of the most aggressive examples of expectations set by the digital signage industry, the Washington ...

Wistron Buys In

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 ...

Gigawatt Scale Thin Film Solar Fabs: Interpreting Recent Announcements

Friday, April 11th, 2008

By Charles Annis, Vice President, Manufacturing Research A gigawatt is a lot of electricity. A thin film solar cell fab with annual capacity to produce 109 watts worth of panels is on a scale multiple times that of any lines currently in mass production. Assuming the use of 1000 × 1400 ...

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 ...