GLG News by Semiconductor Experts in GLG Member Programs (US)

Our analysis at The Information Network shows the large panel market grew from 131.9 million panels in 2004 to 361.2 million in 2007 and will grow further to 564.9 million in 2010, a Compound Annual Growth Rate (CAGR) of 27.4% between 2004 and 2010.  For 2008, 436.7 million units...

Smartphones are increasingly capable, attractive and usable.  While they still represent a minority market share in the cell phone market, their popularity is growing.  Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.

Solar energy panel sales have and will continue to grow at a rate of about 40% per year.  The surge in thin film panels was a result of a severe shortage of polysilicon wafers used to make high efficiency solar panels.  There is no longer a poly shortage and in fact spot prices of poly wafers...

1. If this is an improved phosphor it will improve Seoul's competitve position against Cree, Lumileds. Nichia, etc. 2. Seoul white LED's use blue chips from Cree and other blue LED manufacturers.  The phosphor system placed on the blue chip is what creates the white light in a spectrun of white...

1. The increased speed of USB 3.0 will result in the repacement of USB 2.0 as the standard interface specification in consumer and computer devices. 2. Firewire 400 and 800 specifcations will die a  quick death in the late 2009/2010 time frame being replaced by USB 3.0.

1. Nichia, Avago, and Osram have dominated the U.S. high brightness LED market which has an approximate market size of $250M 2. High brightness LED's should not be confused with Hi-Power LED's which are white an used in interior and exterior lighting applications.

The short answer is – yes!  Both enterprises and consumers seem unlikely to spend much on PCs this holiday season.  Nonetheless, bad times can work to the long-term advantage of vendors if they are properly positioned going in.

There is an increasing backlash in the US to offshore outsourcing, particularly the large deals typically outsourced to large Indian providers.  The new political climate may embolden displaced US workers to complain more loudly, and Washington to listen more.   Even if little concrete...

What is going on here?  Samsung is working in their shareholders' best interests, as is SanDisk.  In the end, the separation between these two interests is thwarting meaningful progress in negotiations.  Objective Analysis, in its Alerts, has outlined the impact this should have on each...

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,...