GLG News by Council Members who Follow the GPS Industry

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Momentum of Development in the Navigation Device Market is Towards Convergence of Capability in a Common Device

February 13, 2008

Analysis of:World News: Convergence or Confusion in the Navigation Device Market | www.telematicsupdate.com

What is actually happening in the telematics, computing, and telecommunication seems to points towards a convergence of applications in single devices. The future relationship of the portable device industry whether PND, cellular phone, and PDA will also be impacted by and will impact what is happening in infotainment in the automotive OEM's. There is currently a large magnitude of collaboration among electronic device suppliers, semiconductor manufacturers, software providers, and automotive OEM's as the vehicle continues to move towards being another node on the computing and telecommunications network.

Chris HareChief Executive OfficerThe nTete Group

Fugly?? Is that it?

February 6, 2008

Analysis of:Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone | blog.wired.com

Nokia communicators reviewed in the US is important, we've missed the point for a while here, so coverage is cool. Seeding the enterprise driven smartphone market with a real device that bridges submini notebooks and high end phones is an important door opener/wedge to get business ready to support phones in a better way. ID isnt everything.  Its not a consumer device - clearly, but you dont use this to look good.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Is it too late for GM and Ford to commit to becoming truly global companies?

January 21, 2008

Analysis of:GM See 75% of Sales Oversea, Maybe | www.247wallst.com

GM may be in a better position to become a truly global automotive OEM, where as Ford may be too late. Much of the global potential for both of these companies will be determined by the segment that they target for sales and for volume growth. Finally, key alliances with other automotive OEM's will be necessary. No matter, GM and Ford will both have a very difficult time being profitable global players.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Will Tata-Ford Recognize Where It Should be Hands-On Versus Where it Should be Hands-Off?

January 8, 2008

Analysis of:Tata-Ford, will they kill Jaguar and Rover Brands? | www.247wallst.com

Jaguar and Rover have a very distinct brand identity that could be easily corrupted or destroyed by the wrong direction and decisions regarding manufacturing, technology, and marketing. Also, in order to maintain pace with other premium brands such as BMW, Mercedes, Audi, and Lexus, Tata will have to invest in R&D, technology,and supplier partnerships that have not been part of the operations of Tata.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Certain Technology, Content, and Market Growth are Gurantees for 2008

December 19, 2007

Analysis of:What Lies Ahead For Auto Industry In The New Year? | online.wsj.com

Predicting which model or brand will be hot is difficult for anyone to do on the micro scale. Predicting which technologies, trends, and markets will see growth and penetration on the macro scale is less difficult to do. Astute investors will look for the strongest players in certain segments.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The future for Suppliers of Semiconductors, ECU, MCU, Sensors, and Software is Better than a Gold Rush as Virtual, Computing, and Electronic Content in Automobiles is a Sure Bet

December 17, 2007

Analysis of:On Semiconductor to Buy Amis for 915 mln in stock | www.reuters.com

    Semiconductor suppliers are on the forefront of an innovation and content wave that will continue to flood the automotive market.      The total content per car will continue to grow, along with the total number of automobiles per capita will grow, especially in emerging markets sure as India and China.     Infotainment, personalization, fuel economy demands, and passive / active safety content will be the drivers of this technological flood.     The On Semiconductor move is a smart play, as access to the markets, access to innovation, and as support of capital investment in research and design become even more important.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

What has happened to Tesla Motor's Eberhard is indicative of the struggle of creating a viable plug-in hybrid and a warning to others to be careful before you commit.

December 11, 2007

Analysis of:Tesla ousts co-founder Eberhard: PRICEY ROADSTER'S DELIVERY DELAYS LEAD TO HIS EXIT | origin.mercurynews.com

Tesla Motors struggles to develop a viable plug-in hybrid in indicative of deeper issues that have yet to be resolved with plug-in hybrid technology, specifically battery technology. The OEM's who are committing to a plug-in hybrid should be very careful in the commitments made to this product technology.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

A Turkey in Every Pot and A Plug-in Car in Every Drive Way

December 7, 2007

Analysis of:GM sees "Showdown" with Toyota on electric car | www.reuters.com

The dependence on foreign oil and the still debatable impact of vehicles on carbon contribution to the environment are both political realities that will drive automotive companies to develop alternative modes to propel vehicles. Whether this will be fuel cell hydrogen, partial to full hybrids, or plug in hybrids is not a decision that will be made in the next 5 to 10 years, it is simply too early to determine the true path. And the pitfalls are many for the proposed technologies without siginificant leaps in technological innovation and infrastructure decisions.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Is Volkswagen Ready to Pull the Trigger on A Second Entry to Manufacturing Entry In the US?

December 3, 2007

Analysis of:Volkswagen Eyes U.S. Plant Decision in '08 | www.reuters.com

In order to grow sales in the US, and to hedge against the Euro/Dollar Volkswagen will re-enter the American manufacturing arena. The possiblity is very strong that such a facility would be a flexible site capable of producing Volkswagen, Audi, and possibly Porsche product. With a strong supplier base in the American South, it is a good bet that the plant site would be in a location to take advantage of Tier One and Two suppliers already servicing the German and Asian transplants.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Global Insight prediction is accurate, outside of the required investment.

October 22, 2007

Analysis of:Congress Wants Green Trucks. Do Buyers? | www.businessweek.com

The use of diesel technolgy, combined with turbocharging to maintain horsepower and torque, will become more common place. The combination of regenerative technology and smart cylinder deactivation will be utilized to a greater extent. The use of battery technology as a supplement and not as a stnad alone power source will be the reality.

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