GLG News by Semiconductor Experts in GLG Member Programs (US)

Peter Shih-Hsin YingPresident Knight Investment Consulting

Chewing Before Swallowing

March 5, 2009

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

Chewing before swallowing. It may be an elephant this time. When Nokia can not swallow the current hot smart phone soup and looking over other table's dish for internet content from PC, it could end up with no meal in either table. Late 90, Intel announced so many times wanting to enter communication market. What is Intel's position in the handset market today? Bottom line is that business models are fundamentally different between PC and handset market. PC is driven by performance and handset is driven by delivery. It is impossible for one of them to transform from one to another.  Nokia may spell "P" into profit and "C" into cheap. But the point is that Nokia has no experience in PC business.  Take away: Do not read too much. Giants like Intel or Nokia, talk nonsense sometime. The information released, while reading between the line, showing that Nokia is in denial mode of failing smart phone market and does not know what to do about it.

Bhanu KapoorConsultant/OwnerMimasic

Nokia and QualComm Partnership

March 4, 2009

Analysis of:Nokia and Qualcomm tie up after years in court | www.reuters.com

Nokia and QualComm partnership is an important development in the mobile phone market. Once Nokia had decided to work with multiple chip vendors, it was only time before they partnered with QualComm too. For the phone makers, it makes sense to be open to all chip vendors since it is the software and system that they are trying to use for differentiation in the market. It would be interesting to see if one these partnerships end up dominating the cell phone market like the Wintel did in the PC market.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Intel inside everything?

March 3, 2009

Analysis of:Intel vs. Qualcomm | www.businessweek.com

The partnership between Intel and TSMC will allow expanding Intel platform well beyond PC, notebooks and Net Books. Access to IP, will allow a set of customers who value customization consider Intel platform. In addition to access to IP and ASIC design capability, TSMC can offer Intel a lower cost manufacturing facility to compete more effectively.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

One Step Forward, More to Go

March 3, 2009

Analysis of:Solar Power For $2 A Day | www.forbes.com

Designers in CA are using the current generation of solar technology to create smaller, easy to install and modular panels which are afforadble for younger people, even those living in rental housing. Using existing technology while eliminating large cost of installation is an mportant step to spread the utility of panels. This will allow people to experiment with solra power without haveing to lay out thousands of dollars. Solving safety and integration problems with the grid will be the next.  

Bhanu KapoorConsultant/OwnerMimasic

The Battle for MIDs

March 3, 2009

Analysis of:Intel vs. Qualcomm | www.businessweek.com

Intel's announcement of partnership with TSMC on some Atom cores is an an important deveopment in its battle for mobile Internet devices (MIDs) market. While the announcement sounds like this will put Intel in competition with ARM, and that is correct, but a bigger battle is with QualComm to capture the market for MIDs.

Bhanu KapoorConsultant/OwnerMimasic

Why is Intel Partnering with TSMC?

March 3, 2009

Analysis of:Intel's Agreement With TSMC | www.design-reuse.com

Intel’s partnership with TSMC is an important development in the embedded design market. Intel realizes it needs a different approach to in the types of market it wants to be successful with Atom. Not all applications of the Atom processor will require Intel’s leading edge process technology and customers can gain access to Atom processor implemented with TSMC process along with other components that need to be put together to create the required systems-on-a-chip for the CE market. Intel is taking the right approach to the consumer electronics (CE) market by partnering with TSMC.

Bhanu KapoorConsultant/OwnerMimasic

The Race for 4G

March 2, 2009

Analysis of:WiMAX Vs. LTE | www.rcrwireless.com

The article "WiMAX vs. LTE" is a good article that talks about the latest events in the WiMAX world and the impact of current economic downturn on the adoption of 4G connectivity. If we look at the patterns that are emerging in the 4G wireless market along with the user expectations, we are pointed in the direction of a fragmented market where both technologies will have a role to play for next several years. This conclusion appears contrary to the heavy backing that LTE has currently amongst wireless providers but this backing may not necessarily translate into a market domination for LTE in near future for technological and economical reasons.

Jim HandyDirectorObjective Analysis

How SanDisk's x4 fits into the NAND flash Equation

February 19, 2009

Analysis of:SanDisk Announces Worlds First HIgh Perforomance 4 bit per cell X4 Flah memory Technology | finance.yahoo.com

The NAND flash market will continue to see strong price declines, driven by a combination of Moore's law and new technologies like x4.  This makes it difficult to find profits for any NAND chip maker that does not have a competing technology.  The move has strong implications for Toshiba, Samsung, Hynix, Intel, Micron, Numonyx, and even Spansion.

Jim HandyDirectorObjective Analysis

Get Ready for DRAM Consolidation

February 19, 2009

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

DRAM vendors must consolidate.  This is driven by basic economics.  The consolidation will result in fewer vendors, starting with the elimination of those at the bottom of the market share ranking.  Suppliers Samsung, Hynix, Micron, Elpida, Powerchip, ProMos, Nanya, Infineon, and others will be impacted.

Jim HandyDirectorObjective Analysis

Infineon Looking Better, but Still Ripe for Takeover

February 19, 2009

Analysis of:Infineon Gains After Boosting Savings Target, Reducing Spending | www.bloomberg.com

Infineon has been looking for a suitor for over a year, and this latest news will not change that.  The consolidation that is overdue in the DRAM market is driven by basic economics.  Consolidation will result in fewer vendors, starting with the elimination of those at the bottom of the market share ranking.  Suppliers Samsung, Hynix, Micron, Elpida, Powerchip, ProMos, Nanya, Infineon, and others will be impacted.

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