Study Group: Technology Industry: Market Researchers

Council Members in this Study Group: 410

This study group may include experts knowledgeable on commercial banking, retail banking, asset management, mortgages, consumer finance, exchanges, capital markets, transaction processing, credit cards, insurance, and business services.

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Leading Experts in this Study Group

Edward Crowley

Senior Consultant
Woodford Group, LLC

Edward Crowley is a Senior Consultant at the Woodford Group in New York, where he has over 22 years of experience in the high tech industry including management positions including Lexmark International, Texas Instruments, IntelliQuest, and QMS. Mr. Crowley...

John Jacobs

Director - Notebook PC & Display Elec's Research
DISPLAYSEARCH

John F. Jacobs is Director of Notebook PC Market Research at DisplaySearch, a consultancy focusing on display technologies. He has over ten years of experience in global supply management, material requirements planning, procurement, business analysis...

Peter Jarich

Research Director
CURRENT ANALYSIS, INC.

Peter Jarich is a Research Director at Current Analysis, a market research company. He is responsible for managing the wireless infrastructure practice, and research on mobile infrastructure and mobile networking trends, and IP Multimedia Subsystem and...

Stephen Craggs

Director
Lustratus

Steve Craggs is Vice-Chairman of the Integration Consortium, a global not-for-profit user community and lobby group, and Director of Lustratus, a market analyst firm. He specializes in enterprise architectures such as Service-Oriented Architecture (SOA),...

Jin Kim

Founder and President
DisplayBlog

Jin S. Kim is the Founder and President of DisplayBlog, a firm focused on providing up-to-date news and analysis on the display market, products and technology. Prior to DisplayBlog, Mr. Kim served as Director of TFT LCD Market Research at Displaysearch...

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GLG News^SM Analyses by this Study Group's Leading Experts (?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Taiwan Panel Maker Stays Home, for Now

October 9, 2009

Analysis by:David Barnes, Principal,

Analysis of:CMO will ramp 8.5G production in Taiwan | www.digitimes.com

CMO will obey government restrictions after suspicions that it planned AMLCD fab ventures in China. AMLCD demand is rebounding from a trough in Q1’09 and CMO was able to secure funding that should sustain it over the mid term despite ending Q2’09 with 113% net debt. Larger sums are more difficult to obtain and CMO can only afford to complete fab build-out it suspended in 2008. Asahi Glass may take some share from Corning because it is the main supplier of seventh-generation glass to CMO and it is the second-source of eighth-generation glass to Samsung Electronics.

From eReader to eBook

October 9, 2009

Analysis by:David Barnes, Principal,

Analysis of:E-reader sales soaring but Apple captures the buzz | www.totaltele.com

How much demand exists for a monochrome, read-only product?How different is a thin notebook from what readers and students really want?A well-conceived, net-connected device with color display and annotation capability may take the market by storm.

Trident Deal: a Three-way Win?

October 8, 2009

Analysis by:David Barnes, Principal,

Analysis of:Consolidation Continues… and a New Leader in TV SoCs | www.displaysearchblog.com

The deal between NXP Semiconductor (private equity) and Trident Semiconductor could be win-win if Samsung Electronics also wins more high-end TV share.

Consolidation Continues…

October 7, 2009

Analysis by:Paul Gray, Director ,Research,

Analysis of:NXP merges STB business with Trident | www.telecompaper.com

The huge cost of developing TV ICs means that there aren't enough opportunities to go round. Micronas concluded that the reward didn't justify the risk, and NXP is in the sameposition, hastened by its debt burden. NXP is effectively contracting the restructure to Trident, which is shouldering the risk of restructuring and consolidation to end up as one of the last men standing.

Prime View International Makes Its Move after 17 Years

October 5, 2009

Analysis by:David Barnes, Principal,

Analysis of:Prime View secures flat panel supply from CMO | www.taipeitimes.com

Chi Mei Optoelectronics (CMO) will cooperate with Prime View Technology (PVI, TPE:8069) to make E Ink displays using fifth-generation TFT capacity. CMO gets a way to enter the market for eBook displays and PVI gets more capacity for conventional, Kindle-like displays on glass.

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