GLG News by Electronic Display Experts

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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. 

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Why IMS Research Got It Right

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.

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

3D Is More Than Hype but Less Than Hoped

November 21, 2010

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.

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

No Surprise in Samsung or Sony Guidance on TV

October 29, 2010

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.

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Deep Discounts for Digital TV

October 19, 2010

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.

David Barnes, Principal & Owner

David BarnesPrincipal & OwnerBizWitz LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

September 30, 2010

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.

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