GLG News by Gentex Automotive Experts
Analysis of:
Pumping Up the Volume: HD Radio Touts Price Cuts (www.investors.com)
The new price point for HD receivers will mean signicantly more volume of units in automotive OEM applications, potentially surpassing one million units installed in OEM applications by early 2009. Unlike Sirius and XM, Ibiqiuty's HD radio is finding an audience in Asia and in Europe. Ibiquity is entering...
June 9, 2008
Volkswagen Announcement in July Will Be a Bright Spot in an Otherwise Gloomy Automotive Mont
Analysis of:
Decision on VW plant still on track for July announcement (www.chicagotribune.com)
Volkswagen Announcement in July Will Be a Bright Spot in an Otherwise Gloomy Automotive Mont
Volkswagen recognizes they have to produce in the US to growth the US market share. The same formula has worked for the other German, Japanese, and Korean transplants. Expect the factory to be flexible enough to produce both Volkswagen and Audi products, since they share platform and powertrain components....
May 22, 2008
The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy
Analysis of:
Car Makers' Boom Years Now Look Like a Bubble (online.wsj.com)
The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy
Autmotive OEM's have saturated the US market, and now must ride out the economic downturn. The astute OEM's are right-sizing for the US market,and the wisest among them are using US capacity to support the explosive growth of sales in China, Russia, India, and Brasil. What should emerge are more...
Analysis of:
Freescale, Chery Team Up to Develop Automotive Electronics Technology in China (techon.nikkeibp.co.jp)
The alliance of Freescale and Chery to develop MCU and chipset technology means tremendous potential for Freescale growth in Asia. Freescale's recent acquisition of SigmaTel could give Freescale an avenue to grow share of automotive multimedia and infotainment chipset applications. Freescale is well...
May 5, 2008
Carlos Ghosn is "Dead-On" In His Assessment of Both Foreign and Domestic Automotive Market Growth
Analysis of:
Russia's Car Market Will Pass Germany's In Two Years Says Ghosn (goldsea.com)
Carlos Ghosn is "Dead-On" In His Assessment of Both Foreign and Domestic Automotive Market Growth
The significance or the emerging markets in Russia, India, China, and Brazil should not be underestimated by any automotive OEM who wants to experience significant growth in the future. In addition, the implication that raw material sourcing and pricing as well as manufacturing and logisitcs cost control...
April 18, 2008
The Volt - GM's Attempt at Green Marketing without the Green Product or the Green Return
Analysis of:
Volt plug-in hybrid is 'No. 1 priority,' GM says (www.msnbc.msn.com)
The Volt - GM's Attempt at Green Marketing without the Green Product or the Green Return
The GM Volt will contain a battery pack technology that is largely unproven and largely untested to withstand automotive environmental and reliability requirements. In addition, the manufacturing of Lithium Ion battery packs on the scale that will be needed for Volt production is an environmentally...
Analysis of:
DOJ Approves XM, Sirius Merger (www.pcmag.com)
The merger of Sirius and XM satellite radio providers will not be a competitive threat to terrestrial radio or HD radio. Other competitive alternatives for the listeners ear will mean more entertainment choices in the future for those seeking audio entertainment. Sirius and XM need to fully market and...
Analysis of:
SiRF Lowers Q1 Rev Outlook; to Cut 7pct Jobs (www.reuters.com)
SiRF sites significantly lower sales of chips for PND devices manufactured by TomTom and Garmin. This Tier One supplier to the PND OEM's is a accurate sign of the future market for these devices. The PND product will be hit by a double whammy in the next few years. Those market factors are a reduction...
Analysis of:
Porsche to Get Majority of Volkswagen (www.autonews.com)
Porsche's takeover of Volkswagen should result in improvements for both companies. Porsche will have access to a much larger base of research and development capital for future Porsche models, will have access to Volkswagen distribution network and supplier base, and will certainly see financial...
Analysis of:
FLIR Q4 Profit Up, sees FY08 Results Above Market View (www.reuters.com)
Infrared technology, as developed by FLIR, is a technology that is suited for demands of future military, commercial, and thermography needs. So the expectations of future growth are indeed realistic. The technology supports security, safety, and efficiency, all of which are growing demands for the...
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