Mr. David Barnes
Principal & Owner, BizWitz LLC
Member of the Technology Council
Council Member Biography
David Barnes is Principal and Owner of BizWitz LLC and Chief Research Officer at LCD TV Association. Mr. Barnes previously led operational valuation for Philips during the formation of LG Philips LCD Co., Ltd. After integrating operations, he provided expert advice to Philips Board of Management and Joint Ventures management team for more than five years. After taking Joint Ventures public, Mr. Barnes became Vice President of Strategic Analysis at DisplaySearch, where he advised clients on restructuring, funding, and operating strategy. During that time, he intermediated successfully with European Commission on behalf of clients. With BizWitz, Mr. Barnes continues development of dynamic market models and strategic responses for companies up and down the flat-display supply chain. (This is me - Update Profile)
Employment History
- 2009 - Unspecified
- Principal & Owner, BizWitz LLC
- 2005 - 2009
- VP Strategic Analysis, DISPLAYSEARCH
- 1998 - 2005
- Advisor, LG.Philips LCD
GLG NewsSM Analyses by David Barnes
GLG News is now G+ Insights
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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.
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Can Best Buy Sustain a Service Premium?
February 10, 2011
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.
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February 4, 2011
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.
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LG Display and the AMLCD Industry Remain on Track
January 21, 2011
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.
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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.
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LCD TV Prices Will Fall Some More
December 17, 2010
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
GLG Study Groups with David Barnes(?)
| Study Group Name | No. Members |
|---|---|
| TMT Council Members in Member Programs | 18301 |
| Technology Council Members in Member Programs | 9582 |
| Experts that are Knowledgeable about LCD's | 846 |
| Technology Industry: Market Researchers | 373 |
| LCD Experts in GLG Member Programs | 197 |
GLG Live Meetings with David Barnes(?)
David Barnes has not participated in any GLG Live Meetings.
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