Mr. Jin Kim

GLG News^SM Analyses by Jin Kim(?)

iPhone 3.1 Update: Apple's Challenge for Control within Complexity

September 19, 2009

Analysis of:Apple sends iPhones into 'Coma Mode' | www.theregister.co.uk

I have owned an iPhone since the very first one was available in June 2007. I have experienced a tremendous amount of improved productivity but most importantly using a phone has become intuitive. The latest iPhone 3.1 software update shows Apple's challenge is to maintain tight control over hardware and software in a more complex and global environment.

LED: The Next Source of Light for Flat Panel Displays

January 14, 2009

Analysis of:Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

1. LED light sources allow for lower power consumption.2. LED is solid state technology and improves ruggedness.3. LED allows for improved front-screen performance.4. LED allows for ultra-thin LCD modules.

iPhone 2.0 Prices: $250, $350, $450 with Subsidies

June 9, 2008

Analysis of:iPhone 2.0 Prices: $250, $350, $450 with Subsidies | www.displayblog.com

Apple's iPhone 2.0 sales will achieve incredible sales due to subsidized prices from mobile operators in the US and Europe. Currently the 16GB model has a retail price of $499; I am expecting a subsidized price of just $349.99. The 8GB model, if continued, will have a $249.99 subsidized price while the top-of-the-line 32GB model will be subsidized at just $449.99.

Current LCD Shipment Results Point to Healthy Growth for the LCD Industry Despite Seasonal Declines

December 26, 2007

Analysis of:November 2007 PanelTrack | www.displaysearch.com

1.  LCD shipment results in November were down slightly month to month due to seasonality, however, year to year growth remains robust.
2.  LCD panel shipments for LCD monitor applications declined most, by 7 percent month to month. With new technology developments that allow for easy attachment of multiple LCD monitors, demand may increase despite high penetration.
3.  Continued growth for LCD panels from notebook PC and LCD TV applications should bode well for LCD-related companies.

Different LEDs for Different FPD Applications

June 11, 2007

Analysis of:Major Taiwan LED makers to see sales jump in 2Q, paper says | www.digitimes.com

1. Ultra-portable notebook PCs continue to require longer running times and a particular type of LEDs--white LEDs with a blue chip and yellow phosphor--will allow for lower power consumption, thinner and lighter designs. 2. High-end LCD TVs will continue to push the limits of display performance with LEDs, but with separate red, green, and blue LEDs. The RGB LED backlight will not reduce power consumption for large LCD TVs but will improve color fidelity (~100% NTSC color gamut) and with other technologies increase contrast ratios.

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