GLG News by Council Members who Sell Consumer Electronics

Tal RaesideManaging DirectorInsight Strategic Services

Pre-Paid Versus Post-Paid - the Next Chapter

May 19, 2009

Analysis of:Is prepaid growth an illusion? | telephonyonline.com

The increase in pre-paid mobile customers makes sense given the current economic conditions but the mobile industry, especially in the US, was built on post-paid or contract subscribers, and will not become pre-paid driven.

Tal RaesideManaging DirectorInsight Strategic Services

Wireless Spending Under Scrutiny but Mobile is Here to Stay

March 24, 2009

Analysis of:60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com

Mobile expenditures may come under scrutiny but ultimately consumers will continue to spend on wireless, and mobile operators need to properly segment their users to maximize profits and position themselves for future growth.

Tal RaesideManaging DirectorInsight Strategic Services

Mobile Video - Not a Slam Dunk

March 16, 2009

Analysis of:A Tough Sell: Movies on Small Screens | www.nytimes.com

Mobile video is appealing but has obstacles to mass adoption.

Tal RaesideManaging DirectorInsight Strategic Services

Nokia: Beware of the Laptop Market

March 16, 2009

Analysis of:Nokia considering entering laptop industry | www.reuters.com

In the quest for future growth, Nokia is considering entering the laptop market.  While the idea has some appeal, Nokia should avoid this strategy.

Tal RaesideManaging DirectorInsight Strategic Services

Smartphones, MIDs and Netbooks - Can They All Coexist?

March 13, 2009

Analysis of:Intel Readies Push Into Mobile Intenet Devices | www.businessweek.com

As the mobile Internet age is upon us, the consumer electronics industry is flirting with a category of devices between phone and laptop computers.  This clumsily-defined hybrid category (or categories) may have a hard time thriving.

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

M&A, JV in HDD Industry and SSD, Embedded System Replacement in 2011

February 19, 2009

Analysis of:Toshiba-Fujitsu Gives Storage Rivals an In | www.thestreet.com

HDD quantity of delivery under NB and the consumption electronic products demand leads, maintains 10~15% year growth rate, the hard disk quantity of delivery growth rate reaches as high as 18.9% in 2007, however because, on the other hand actually also the price competition day by day intensifies, causes the income earning to worsen, causes the hard disk market also to blow the purchase wind, even touches the related components factory. Stops to 2008, after eliminated and the conformity many times, the global hard disk entrepreneur from 41 in 1990, reduced to Seagate, WD, Hitachi Global Storage Technologies; HGST, Samsung, Toshiba and Fujitsu, Total 6. Seagate purchases and takes over Maxor after May, 2006, reaches as high as 35% of the global hard disk market in 2007. Fujitsu is the lowliest place in the hard disk market, because of hard disk enterprise deficit again and again, so that Toshiba is the most powerful customer to take over the Fujitsu hard disk enterprise.

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

More Rating Cut

February 18, 2009

Analysis of:Hynix Falls Most in Two Months on JPMorgan Rating Cut | www.bloomberg.com

Hynix will not have the reduction of capital plan. Hynix pass on the year's end to sell Oregon the Eugene factory to attain 306,000,000 US dollars in accordance to the turnover. Hynix, the beautiful light offers NAND the Flash technology Taiwan factory not to appreciate kindness rendered solves the DRAM difficult position most first. Hynix’s Creditor bank plans before the end of September to release the stockholder's rights value to estimate 880,000,000 US dollars again. Hynix reduces the workshop promotion disbursement and postpones the mainland joint capital factory investment. Hynix pelts capital outlay the global DRAM supply rate to grow only this year 20~30%, The 4th quarter, 2008 loses money 964,000,000 US dollars analysts anticipated in 2009 transport business difficult to show improvement after illness.   Obviously, JPMorgan will continuously the rating cut again. 

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

Pricing level based on supply and demand not consolidation

February 11, 2009

Analysis of:Winbond open to DRAM consolidation, says company executive | www.digitimes.com

As 30 X 12" memory fab were built in year 2007 and 14 of 30 were built in Taiwan for which the over supply statement happened with Zero Vista effect. Taiwan government trying to upgrade the advanced/ mainstream processing technology up to 48nm for DRAM and 30nm for NAND for cost down with high yield rate; integrate R&D power between Elpida, Micron and PSC, Inotera, Nanya, ProMos and Windbond. The technology alliance bundled with US$ 3B capitals. Above project is pending for an attractive business proposal. Qimonda went bankruptcy only provide around 10% of market demand which only created 20% price increases; 25% price gap to reach the breakeven price point. The global economic downturn made it worse as a serious storm in the 2nd layer although memory industry needs an M&A/ JV and cost down with advanced technology development as the industry dynamics.  As to the supply and demand relationship, expected to reach the balancing point in 2010 with basic Capex.   

Tal RaesideManaging DirectorInsight Strategic Services

Microsoft and RIM: Oil and Water

October 22, 2008

Analysis of:Will Microsoft Buy Research in Motion? | www.businessweek.com

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

Tal RaesideManaging DirectorInsight Strategic Services

MOT is Still Alive

October 17, 2008

Analysis of:Motorola introduces touchscreen phone | tech.yahoo.com

Despite its recent woes, Motorola is not dead and may have successful product releases in its future.

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