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Q3’15 LCD TV open cell price to crash sooner than expected
Since Q2’15, we have been highlighting the reduction in LCD TV open cell prices due to the oversupply. Many TV brands are unable to meet their aggressive 2015 business plans due to economic challenges...
View ArticleThe Brave New Political/Legal World Facing the Technology Industry
Two significant legal developments during the past week illustrate the growing impact of advancing technologies in the lives of workers and consumers. Unfortunately, these events also reveal that...
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Where is Chip Company Consolidation Headed?
A number of high-profile acquisitions by top semiconductor suppliers in the last few months have raised both interest and concern by customers and suppliers alike regarding the evident accelerating...
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NAND Demand Drives Continued Capex Investments
As the semiconductor industry enters a period of slowing, if not declining growth, the expectation is for overall Capex spending to slow as companies manage supply / demand balance and maximize...
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Foldable Display Is Coming Soon
Flexible Display is a kind of the holy grail for the display indsutry as it is a revolutionary form factor change, which can bring extremely new value for the devices. But the challenges for making a...
View ArticleChinese touch panel makers rush to extend their business to key components...
The Chinese touch panel market no longer seek vertical integrationThe Chinese touch panel industry had sought vertical integration from 2011 to 2013 to lower production costs, but they don’t...
View ArticleWhy EU Telecom M&A may Not Happen After All
I don't know if you paid attention but last week, European Union (EU) antitrust chief Margrethe Vestager took a strong stance on the consolidation issue that is lingering in Europe: she firmly believes...
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Apple highlights oxide TFT during iPad Pro launch
"During its September event, Apple released the long-rumored iPad Pro. The larger tablet features a 12.9” panel with a resolution of 2732 × 2408. Apple highlighted that the panel is made with oxide...
View ArticleTechnology transforms Twin Cities Marathon into truly interactive spectator...
On Sunday October 4th 2015, I had the opportunity to run in my first ever marathon in the Twin Cities of Minneapolis and St. Paul. Billed as “The Most Beautiful Urban Marathon in America®, the...
View ArticlePlacing the Power of “Big Tech” in Proper Perspective
In an article published recently in The New York Times, Robert B. Reich, former United States Secretary of Labor, makes the bold claim that “Big Tech has become way too powerful.” He makes this claim...
View ArticleThe U.S. Government Tests Apple’s Integrity (and consumer trust)
In a sealed application delivered on October 8, the U.S. federal government asked the court “to issue an order pursuant to the All Writs Act,” and thereby force Apple “to assist in the execution of a...
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Dell to buy EMC Corp (and VMWare): If you can’t beat them, buy them
On Monday morning the technology world woke to the news that Dell Inc. had signed a definitive agreement to buy EMC Corp for about $67 billion in the largest technology acquisition ever. As part of the...
View ArticleHave you ever experienced 4G?
If you think you have, you might have been traveling somewhere and using either an unloaded LTE network or maybe one of those 88 commercially launched LTE-Advanced networks in 45 countries! According...
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Does Apple Really Pay $16 More in iPhone BOM Costs?
Just a few weeks ago when the iPhone 6S and 6S Plus finally shipped to eager consumers my team (IHS Technology Teardown Services, a part of the Cost Benchmarking Services) performed our usual ‘quick...
View ArticleBeauty is in the Eye of the Beholder: SanDisk and Its Attraction to Western...
After seeing the headline on Bloomberg News that Micron Technology Inc. (MU) and Western Digital Corp. (WDC) are in talks with SanDisk Corp. (SNDK) about a possible acquisition, I decided to seek out...
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Merger & Acquisition Activity Among Electronic Components Companies Surges to...
2015 is shaping up to be a very high year in the electronic component industry for company acquisitions, product line sales & mergers with a total of 36. There hasn’t been this level of dynamic...
View ArticleCloud Continues to be the centerpiece of Microsoft’s growth strategy
On October 22nd Microsoft reported a strong growth in its earnings for the first quarter of fiscal year 2016, driven primarily by the outstanding performance of its cloud business. While overall...
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Wireless Charging: 2015 is a Breakout Year!
In a survey of leading analysts in the IHS Technology group earlier this year, “Wireless Charging” was identified as a technology with significant potential to transform the technology industry. While...
View ArticleShutting Down 2G or 3G first?
That’s the dilemma many mobile operators face in this LTE onslaught—now accounting for 10% of total mobile subscribers on the planet. Well, it depends who you are and where you are! In other words, you...
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Remember when 512MB of NAND Cost $30?
The average person likely does not track or care about the cost of NAND flash, but even consumers may remember paying tens of dollars for flash cards that might cost just a few bills nowadays. Well...
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