Mr. David Barnes

GLG News by Mr. David Barnes, Principal & Owner

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Can Best Buy Sustain a Service Premium?

February 10, 2011

Analysis of:Best Buy May Switch to Wal-Mart-Style Everyday Prices | www.bloomberg.com

There is a fundamental conflict between high service levels and everyday low prices. Retailers must choose between slower inventory turns that enable price arbitrage and faster turns that enable everyday low pricing in a low overhead system. It is not clear how Best Buy would retain its identity or its staff in an everyday low-price regime. 

Why IMS Research Got It Right

February 4, 2011

Analysis of:Plasma TV Panel Shipments Hit Record High in Q4’10 | www.displaysearch.com

Ross Young of IMS Research anticipated Samsung's promotion of 720p PDP TV sets in 2010. That is why he was more bullish on total flat panel shipments than DisplaySearch was at SID last year.

LG Display and the AMLCD Industry Remain on Track

January 21, 2011

Analysis of:LG Display Posts First Loss in Almost Two Years | www.bloomberg.com

Active-matrix LCD (AMLCD) producers have provisioned for fines but that does not alter their long-term trend. Results at LG Display confirm that sales continue to fall faster than cash cost. Their EBITDA per CapEx trend remains one; a dollar in, a dollar out.

Display Supply Chain Adapting to Tablet Diversity

January 4, 2011

Introductions of iPad-alternatives see,s all the rage at CES at the start of 2011. News from Asia suggests that Hon Hai (Foxconn) will support Vizio tablets as well as Apple products but it needs to hive off its small panel business units to serve multiple clients well.

LCD TV Prices Will Fall Some More

December 17, 2010

Analysis of:AU to Build $3 Billion LCD Factory in China | www.bloomberg.com

Taiwan approves technology transfer to China Korea has approved similar transfers already Best Buy results indicate demand remains elastic

3D Is More Than Hype but Less Than Hoped

November 21, 2010

Analysis of:Why 3D Camera Technology Will Be The Future | benchmarkreviews.com

The article by Olin Coles looks at the topic from the standpoint of a gadget fan rather than from the viewpoint of a display expert. I just few home from Latin Display 2010 in São Paulo where experts in human vision, display manufacture and TV technology shared their latest findings. They noted several advances toward acceptable, affordable 3D systems for consumer use but their consensus was that these would take several more years to realize.

Advance Retail Sales Neutral for TV and Gadgets

November 15, 2010

October sales in electronics and appliance stores rose 2% Y/Y but fell 4% M/M Electronics retailer sales remain below Feb '09 levels Spending in warehouse and superstores sets new records

No Surprise in Samsung or Sony Guidance on TV

October 29, 2010

Analysis of:Sony, Samsung Face `Miserable' Christmas Amid Price War | www.bloomberg.com

LCD TV set prices have always fallen 25% or more a year. Price premiums for new LCD features have always approached zero after three years. Long-term demand elasticity trends remain on track.

Deep Discounts for Digital TV

October 19, 2010

Analysis of:Expect Deep Holiday Promos On TVs | www.twice.com

Retail commentators are catching trends seen earlier upstream. This is the old normal. Thirty percent annual price declines are usual for LCD TV. Flat to decreasing trends in average LCD TV size is a newer development that compounds the effect of declining prices. Retailer top lines and bottom lines will depend on accessory sales.

Q3’10 Preview: as Good as It Gets (for AMLCD)

September 30, 2010

Analysis of:Q3’10 Preview: as Good as It Gets | www.bizwitz.com

Cyclical trends persist: 1H’10 saw a cycle peak and 2H’10 will see a sharp decline in AMLCD prices. Secular trends persist: the cash cost of AMLCD decreases more slowly than sales revenue does. Taiwanese AMLCD producers remain in trouble and in need of Chinese alliances.

CNT Nanotubes May Not Be the Next Big Thing in Backlights

September 29, 2010

Analysis of:CNT-TVs — Are Carbon Nanotube Displays About to Catch Fire? | displaydaily.com

Carbon Nanotubes (CNT) are not magic and Field Emission Displays (FED) are not new. More than ten companies have failed to bring FED into the light already. Two display giants failed in attempts to replace CCFL with other florescent backlights already. Never say never but remain skeptical of a major transformation any time soon. LED backlights still look like the next big thing for LCD.

HannStar Display Continues to Restructure

September 27, 2010

Analysis of:HannStar sells 6G CF plant to Sintek | www.digitimes.com

Sells unusable assets to its consolidated subsidiary and improves its balance sheet Re-purposes planned color filter facility for touch screen components Prepares for another annual loss after seven losses in the past eight quarters

PC Cannibalization on a Diet

September 18, 2010

Analysis of:Best Buy CEO backpedals on iPad cannibalization comment | www.appleinsider.com

Gadgets may cannibalize some of the PC market but the PC market has been a no-growth market for years already. The size of displays has not been increasing, so unit shipments no longer have a multiplying affect on display (material) area. BizWitz metrics have been signaling a major down-cycle for AMLCD prices and producers are announcing utilization reductions. These will affect upstream suppliers in general and area-based suppliers of glass or optical films in particular.

Young Eyes See Big Opportunities in Small Things

August 31, 2010

Analysis of:Reverse Innovation: Developing and boosting the TV Apps industry | www.appmarket.tv

Many of the wireless innovations adopted in developed nations came from less developed nations. Asian populations are younger than ours and they have more eyes, younger eyes. That makes a big difference to the development of applications because younger eyes have closer points of accommodation. They can see smaller objects closer to them than older eyes can. If you hold a three-inch mobile screen close to your face, it fills as much of your vision as a typical living room TV does. Older consumers in Europe or the USA can’t see anything that close. No wonder developing economies are developing new applications. 

OK but Disappointing Year for LCD TV

August 31, 2010

Analysis of:Panasonic says high TV sales targets sparked glut | www.reuters.com

Panasonic sees TV sales target misses by all brands, everywhere Sales targets were unrealistic relative to capacity and demand 3D TV price competition destroys value; Internet TV may create it

Korea Forces Taiwan’s Hand in LCD

January 4, 2010

Analysis of:Will Korea Approve? | www.bizwitz.com

· Korea approved AMLCD joint ventures in China for LG Display and Samsung Electronics. This assures transfer of TV panel fabrication technology to China.· AU Optronics and Chimei Innolux want to access cheaper capital in China, also.· Taiwan has sought favorable concessions from China in exchange for letting its AMLCD producers form ventures there but Korea’s approval may force its hand.

OLED the Wonder Drug

December 12, 2009

Analysis of:Organic LED: Country lights way for future of television | www.ft.com

OLED material companies such as Kodak, Idemitsu Kosan, Novaled, Sumitomo Chemical and Universal Display have made great strides in recent years. They offer better, brighter longer lasting colors. Unfortunately, they haven’t solved the main problems keeping OLED TV sets off store shelves today.Like pharmaceutical companies, they seek wonder drug prices while their customers, panel makers, seek low-cost vaccines and millions of doses.

LCD Suppliers Make Smaller Panels from Larger Substrates

December 12, 2009

Analysis of:A US Recession Will Not Slow the FPD Progression | www.displaysearchblog.com

The number of LCD panels cut from glass substrates has been rising for several years. Consumer preference for value pricing sustains this trend. You cannot assess the health of the FPD industry by counting panels.

Taiwan Panel Maker Stays Home, for Now

October 9, 2009

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 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.

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