Mr. Steve Fanchiu SF

GLG News by Mr. Steve Fanchiu SF, Adviser

Thrills and Obstacles to 3-D Television

October 23, 2009

Analysis of:3-D television expected to come to homes in 2010 | www.cnn.com

The technological innovation for 3-D television has been out of laboratory and prototyping stage. What does it mean to the marketplace while key players in different technologies are commencing a volume push in the consumer electronics market?

How Clean Energy Technologies Turn to Green?

July 6, 2009

Analysis of:Cree CEO Meets President Obama to Discuss Advantages of LED Lighting | finance.yahoo.com

How has President Obama delivered the core message in clean energy policy? How does the clean energy sector transform the stage for investment communities?

Is Apple's Charisma Fading?

October 15, 2008

Analysis of:Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup | online.wsj.com

What would be Apple's strategy for a sustained position in the laptop market? What has hindered Apple to do more for a profit when cost reduction is a critical issue? How could the new lines appeal to catch more buys?

A Broken Leg at Corning (GLW)?

October 15, 2008

Analysis of:CORNING: High Tech, Big Value | www.forbes.com

How did Corning (NYSE: GLW) push for its valuation over the year? What did Corning claim to be outstanding for Q2, Q3 and Q4 of 2008? How did Corning influence and then surprise financial analysts?

Why should you Invest in Clean Lighting Sector?

October 8, 2008

Analysis of:Cree Announces Commercial Availability of XLamp MC-E LED | biz.yahoo.com

How will the U.S. innovative firms prominently continue the global leadership in LED (Light Emitting Diode) device? How will the green energy incorporate newer lighting technologies? What are the challenges that affect the technological development in the clean lighting industry?

What Could You Expect from Players for MEMS-based Pico Projector in North American Market?

October 2, 2008

Analysis of:Microvision Demonstrates Enhancements to Pico Projector Prototype at CEATEC Japan 2008 | biz.yahoo.com

What is the merit and advantage for Japanese and other leading Asian brands in Korea and Taiwan to play with in the consumer electronics market? How spaciously could be U.S. firms to play in the portable consumer electronics market when Apple has lost its power in driving further cost reduction and Steve Jobs' charisma has begun fading? And, how could others be attractive when companies like Samsung (Korea), Mediatek (Taiwan), and HTC (Taiwan) take leaderships in driving the applications at a sustained profit, separately in area of display, DVD, and mobile communications, with cost-effective supply chains in Asia?

Where will Small Players for Projection Display Technologies Go ?

September 11, 2008

Analysis of:Light Blue Optics Demonstrates Miniature Projection Systems | www.reuters.com

How often have those projection display technology providers or developers claimed to bring a brilliant future, with excuses for repetitive delay in productization and market adoption? Pico-projector is just one of them.  .......................... Why has the development of many projection technologies kept falling behind what was expected by the consumer electronics marketplace?  .................................How  is sustainability among laser technology, DMD and LCoS in mini-projection applications? ............................ What could be advantageous to stock holders or consumers among the companies, such as: Novalux (San Jose), Spartial Photonics(San Jose), Microvision (Redmond, WA), Light Blue (U.K.), Himax (Taiwan) (note: Himax is partnered with 3M)?

What may break Corning's claims for a good second-half?

June 23, 2008

Analysis of:UPDATE 1- Corning sees LCD glass sales at high end of range - Jun 20, 2008 | www.reuters.com

Can Corning Glass best utilize its capacity in Asia to equalize profit versus quantity? undefined What if the sizes of 42 inch up to 65 in of LCD TV were not sold for the said 50% increase in quantity? What if the increase in unit sold comes from smaller-sizes of LCD TV, from 29 inch to 32 inch, instead of large sizes? What if desktop monitors grow in single digit rate throughout 2008? undefined

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