GLG News by GPS Experts
Analysis of:
U.S. Court Awards Judgement to Seoul Against Nichia (flashlightnews.org)
1. NIchia is very protective of it's intellectual property using legal proceeding to stall competitors from competing in key makrets such as backlighting for notebook computers, and genral purpose lighting.
2. Although some of the NIchia competitors may have violated Nichia intellectual property,...
Analysis of:
Will Microsoft Buy Research in Motion? (www.businessweek.com)
A RIM acquisition by Microsoft could be interesting but would face significant hurdles.
October 17, 2008
Semiconductor firms Power Integrations, IR, Vishay will benefit in push for low stand by power in gadget
Analysis of:
Gadgets use a lot of power,but there tips to save on energy costs (www.siliconvalley.com)
Semiconductor firms Power Integrations, IR, Vishay will benefit in push for low stand by power in gadget
1. The stand by power used in gadgets suchs as power supply's in TV's, cell phones, PC's, etc., are typicallly veri inefficient and waste power. These devices use power even if the off state.
2.These small stand by power supply's are also known in the industry as flea supply's typically use...
Analysis of:
Motorola introduces touchscreen phone (tech.yahoo.com)
Despite its recent woes, Motorola is not dead and may have successful product releases in its future.
Analysis of:
AT&T: 3G to hold out for 2-3 more years (www.electronista.com)
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
Analysis of:
NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices. The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in. The clear winner will be mobile consumers who will benefit from improved mobile devices...
Analysis of:
Department of Energy report estimates LED Savings in Niche Makrets (www.ledsmagazine.com)
1. DOE report discusses niche applications for LED LIghting, but does not indicate when significant market growth will occur.
2. Greatest potential growth areas for LED lighting are in both interior and exterior lighting.
3. Todays niche applications are primarily in commercial buildings where...
Analysis of:
The Linley Group Predicts Modest Growth in the Communications Silicon Market (www.marketwatch.com)
1. Although the overall semiconductor business is only predicted to grow at a 4-6% pace for the next few year, Ethernet looks like it will continue to grow at 10% rate.
2. 10G bit ethernet will continue to grow but will not replace 1Gbit ethernet over the next few years.
Analysis of:
CREDIT Circuit City Loses Recommendation (www.washingtonpost.com)
Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly
Analysis of:
Nichia Initiates UK Patent Infringement suit Against Seoul Semiconductor (flashlightnews.org)
1. In the high power, emerging LED industry, for lighting, one of the ways the leading LED manufactuers can protect their business from becoming a commodity is to patent their technology and then vigorously protect it against copycats that infringe on their IP.
2. The leading supplier has been and...
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