GLG News by Gentex Automotive Experts
February 13, 2008
The Momentum of Development in the Navigation Device Market is Towards Convergence of Capability in a Common Device
Analysis of:
World News: Convergence or Confusion in the Navigation Device Market (www.telematicsupdate.com)
The Momentum of Development in the Navigation Device Market is Towards Convergence of Capability in a Common Device
What is actually happening in the telematics, computing, and telecommunication seems to points towards a convergence of applications in single devices. The future relationship of the portable device industry whether PND, cellular phone, and PDA will also be impacted by and will impact...
Analysis of:
GM See 75% of Sales Oversea, Maybe (www.247wallst.com)
GM may be in a better position to become a truly global automotive OEM, where as Ford may be too late. Much of the global potential for both of these companies will be determined by the segment that they target for sales and for volume growth. Finally, key alliances with other automotive OEM's will...
January 8, 2008
Will Tata-Ford Recognize Where It Should be Hands-On Versus Where it Should be Hands-Off?
Analysis of:
Tata-Ford, will they kill Jaguar and Rover Brands? (www.247wallst.com)
Will Tata-Ford Recognize Where It Should be Hands-On Versus Where it Should be Hands-Off?
Jaguar and Rover have a very distinct brand identity that could be easily corrupted or destroyed by the wrong direction and decisions regarding manufacturing, technology, and marketing. Also, in order to maintain pace with other premium brands such as BMW, Mercedes, Audi, and Lexus, Tata will have to...
Analysis of:
What Lies Ahead For Auto Industry In The New Year? (online.wsj.com)
Predicting which model or brand will be hot is difficult for anyone to do on the micro scale. Predicting which technologies, trends, and markets will see growth and penetration on the macro scale is less difficult to do. Astute investors will look for the strongest players in certain segments.
Analysis of:
On Semiconductor to Buy Amis for 915 mln in stock (www.reuters.com)
Semiconductor suppliers are on the forefront of an innovation and content wave that will continue to flood the automotive market. The total content per car will continue to grow, along with the total number of automobiles per capita will grow, especially...
Analysis of:
Tesla ousts co-founder Eberhard: PRICEY ROADSTER'S DELIVERY DELAYS LEAD TO HIS EXIT (origin.mercurynews.com)
Tesla Motors struggles to develop a viable plug-in hybrid in indicative of deeper issues that have yet to be resolved with plug-in hybrid technology, specifically battery technology. The OEM's who are committing to a plug-in hybrid should be very careful in the commitments made to this product tech...
Analysis of:
GM sees "Showdown" with Toyota on electric car (www.reuters.com)
The dependence on foreign oil and the still debatable impact of vehicles on carbon contribution to the environment are both political realities that will drive automotive companies to develop alternative modes to propel vehicles. Whether this will be fuel cell hydrogen, partial to full hybrids,...
December 3, 2007
Is Volkswagen Ready to Pull the Trigger on A Second Entry to Manufacturing Entry In the US?
Analysis of:
Volkswagen Eyes U.S. Plant Decision in '08 (www.reuters.com)
Is Volkswagen Ready to Pull the Trigger on A Second Entry to Manufacturing Entry In the US?
In order to grow sales in the US, and to hedge against the Euro/Dollar Volkswagen will re-enter the American manufacturing arena. The possiblity is very strong that such a facility would be a flexible site capable of producing Volkswagen, Audi, and possibly Porsche product. With a strong supplier...
Analysis of:
Congress Wants Green Trucks. Do Buyers? (www.businessweek.com)
The use of diesel technolgy, combined with turbocharging to maintain horsepower and torque, will become more common place. The combination of regenerative technology and smart cylinder deactivation will be utilized to a greater extent. The use of battery technology as a supplement and not as a stnad...
Analysis of:
Harman Has a Future Beyond Premium Audio (www.financialweek.com)
Harman International is not a one dimensional company. As automotive electronic content, especially infotainment and computing related, continues to grow, Harman has the potential to exploit software and video know-how and product.
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