GLG News by Semiconductor Pricing Trend Experts

Tal RaesideManaging DirectorInsight Strategic Services 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.

Mobile Video - Not a Slam Dunk

March 16, 2009

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 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.

Nokia: Beware of the Laptop Market

March 16, 2009

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 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.

Smartphones, MIDs and Netbooks - Can They All Coexist?

March 13, 2009

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.

Jim Handy, Director

Jim HandyDirectorObjective Analysis 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.

Time is Ripe for Some Consolidation

March 6, 2009

Where chip industry is headed today | www.mercurynews.com

The stage is set for consolidation in the semiconductor industry.  The firms that will be hit hardest with this are those that make commodity products in low-growth markets.  In particular this will impact Samsung, Hynix, Micron, Qimonda, Elpida, Powerchip, and Nanya.

Jim Handy, Director

Jim HandyDirectorObjective Analysis 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.

Seminal Changes Afoot for the NOR Flash Business?

March 6, 2009

Spansion Files for Bankruptcy Protection in the U.S. | www.bloomberg.com

Spansion's bankruptcy filing could indicate the beginning of the end of the high-density NOR flash market.  This would force changes in design methodology at cell phone makers Nokia, Motorola, Samsung, HTC, Bird, and many others, and breed new chipset designs at companies like TI and Qualcomm.  Numonyx, the NOR spin-off formed out of Intel and ST could find that its products' market would decline due to a lack of a viable alternate source.

Peter Shih-Hsin Ying, President

Peter Shih-Hsin YingPresident Knight Investment Consulting 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.

Chewing Before Swallowing

March 5, 2009

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.

Afarin BellisarioFounder and PresidentTranstrategy, Inc 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.

Intel inside everything?

March 3, 2009

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 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.

One Step Forward, More to Go

March 3, 2009

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.  

Jim Handy, Director

Jim HandyDirectorObjective Analysis 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.

How SanDisk's x4 fits into the NAND flash Equation

February 19, 2009

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 Handy, Director

Jim HandyDirectorObjective Analysis 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.

Get Ready for DRAM Consolidation

February 19, 2009

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.

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