GLG News by Council Members who are knowledgeable on Television Semiconductors

Paul GrayDirector ,ResearchDISPLAYSEARCH

Consolidation Continues…

October 7, 2009

Analysis of:NXP merges STB business with Trident | www.telecompaper.com

The huge cost of developing TV ICs means that there aren't enough opportunities to go round.  Micronas concluded that the reward didn't justify the risk, and NXP is in the sameposition, hastened by its debt burden.  NXP is effectively contracting the restructure to Trident, which is shouldering the risk of restructuring and consolidation to end up as one of the last men standing.

Jon PeddiePresidentJON PEDDIE RESEARCH

Nvidia leaps into supercomputers

October 5, 2009

Analysis of:Nvidia and "Starting the Next Age of Personal Computing" | www.tgdaily.com

Nvidia is in the test of its life with big stakes, big investments, and big risks – Fermi is a hail Mary pass if ever there was one. It’s not as reactionary or impulsive as some have suggested and a plan I think has been in the process for the past three years. Nvidia has been putting the pieces in place for the Fermi product through acquisition,  industry initiatives and setting up the platform. One of Jen Hsun Hung’s strengths is his long range vision and I think you can see it at work here.

Samuel RussAssociate ProfessorUNIVERSITY OF SOUTH ALABAMA

SSDs versus HDDs: Why Are SSDs Slow to Take off?

September 9, 2009

Analysis of:Why are SSDs slow to take off? | www.eetimes.com

Much has been written about SSDs and their attempts to move into mainstream data storage. However, they suffer significant technical and cost limitations and must compete with a well-entrenched incumbent, magnetic disk drives.

Jon PeddiePresidentJON PEDDIE RESEARCH

Pineview not delayed

July 30, 2009

Analysis of:Digitimes Insight: Intel Pine Trail launch to delay | www.digitimes.com

In a meeting yesterday with Intel excutives I learned that Pineview, Intel's Atom CPU intgrated with a graphics processor and memory manger, is not delayed as has been reported elsewhere.

Jon PeddiePresidentJON PEDDIE RESEARCH

Continued growth in all segements in computer graphics industry

July 28, 2009

Analysis of:The Compute Graphics market will have a CAGR of 8% to 2013 | www.jonpeddie.com

The computer graphics industry has enjoyed almost non-stop growth since it was established the late 1970s. Today,  computer graphics hardware and software (not counting services, maintenance and other aspects) are worth $68 billion – that’s a mind boggling average growth rate of 16.5% for 28 years!  (Charts available: email jon@jonpeddie.com)

Jon PeddiePresidentJON PEDDIE RESEARCH

The convergence of CG computing and visualization has arrived.

July 28, 2009

Analysis of:How does the world change when you can see what you’re thinking? | jonpeddie.com

Today, with GPU compute the researcher launches the computation in his or her own lab with his or her local supercomputer and with the same machine does the visualizations the way he or she wants them done. Depending on the complexity of the task jobs that took weeks now takes days, jobs that took days can be done in minutes and the time scales are further compressing. Productivity goes up, quality of research goes up, humanity benefits - it is the convergence of compute and viz.

Jon PeddiePresidentJON PEDDIE RESEARCH

2009 Digital Video Software Market

July 27, 2009

Analysis of:Digital video software market hit $1.5 billion in 2008. | jonpeddie.com

The digital videos software market supplies the tools for movie and TV making and has weathered the recession well and is poised for growth in 2010.

Jon PeddiePresidentJON PEDDIE RESEARCH

The market for GPUs exploded in Q2 29%

July 27, 2009

Analysis of:AMD soars in Q2'09, Intel and Nvidia also show great gains | jonpeddie.com

We've hit bottom and have stone-skipped off -  Q3 and 4 are looking very good for the PC indiustry

Paul MassieSenior Director Operations & ITYouSendIt Inc

Twitter's Problem With the Google Cloud

July 15, 2009

Analysis of:Lessons from Twitter's security breach | news.cnet.com

Regardless of how careful a cloud provider is with security, all it takes is one or two persons with weak passwords to lead critical information.  Although blameless, cloud computing in general and Google in particular are likely to suffer from this incident.

Paul MassieSenior Director Operations & ITYouSendIt Inc

A Killer App for Cloud Computing?

July 14, 2009

Analysis of:IBM's Data-Crunching Cloud Plan | www.forbes.com

Cloud computing is already successful in the consumer and SMB market, but still has not penetrated the enterprise market.  One or more killer apps could change that.  IBM’s move to tie business analytics to the cloud could have a major impact on the SME market.

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