Research
posted in March 2011
57 items
Greening the Telecom Sector
Logical Link  
3/31/2011   (16) comments
Energy efficiency has become a top priority for telecom operators, and this is influencing R&D work at equipment manufacturers
Looking Inside & Beyond Products
Mastery in Action  
3/30/2011   (8) comments
High-tech companies' physical supply chains must evolve as they integrate software and content offerings across products and platforms
What Will Happen to PCs as Tablets Surge?
Bolaji Ojo  
3/30/2011   (40) comments
As sales of tablets explode and demand for PCs declines, how will PC OEMs respond, and what can their component suppliers look forward to?
IC Insights Predicts Quake's Impact on Electronics Will Be Limited
Bolaji Ojo  
3/29/2011   (8) comments
The March 11 earthquake in Japan will hurt the global economy and the electronics industry, but the impact will be limited
North Africa Mobile Market Continues to Grow Despite Strife
Latest Research  
3/29/2011   (5) comments
Mobile subscriptions will continue to grow at an average rate of 3.5 percent per year through 2015
Nintendo 3DS Carries $100.71 Bill of Materials
Latest Research  
3/29/2011   (2) comments
When the $2.54 manufacturing cost of the 3DS is added in, the total cost to produce the portable gaming system rises to $103.25
India Wants a Role in Semiconductor Production
Toms Jacob  
3/28/2011   (50) comments
The India Semiconductor Association sees a role for the country in the global chip market as demand for electronics products rise
Changes Afoot in Global Solar Market
Bolaji Ojo  
3/28/2011   (23) comments
The US will become the world's biggest solar market in four years, upstaging Germany, as European governments cut incentives
Fourth Quarter 2010 Microprocessor Share Data
Latest Research  
3/25/2011   (2) comments
Intel Corp. and Advanced Micro Devices Inc. in 2010 maintained their customary ranks in the market
Long-Term Economic Impact from Crises Unlikely
Latest Research  
3/25/2011   (2) comments
The triple disaster in Japan and the ongoing turmoil in the Middle East likely will have only a limited impact on the global economy
Poll Respondents Object to Chinese Purchase of Western Firms
Bolaji Ojo  
3/22/2011   (16) comments
EBN poll respondents say access by Chinese companies to Western technology through mergers and acquisition should be restricted
AT&T Continues 4G Spectrum Grab with T-Mobile Buy
Latest Research  
3/22/2011   (2) comments
The deal represents the second acquisition that AT&T has undertaken recently that will give it additional 4G spectrum
Advanced Metering Infrastructure to Boost Wireless Sensor Networking
Latest Research  
3/22/2011   (2) comments
2010 showed WSN IC shipment growth of more than 300 percent over the previous year
Japan Will Rebuild, Part 1
Bolaji Ojo  
3/22/2011   (9) comments
Japan is reeling from the March 11 earthquake and tsunami, but it will rebuild and recover as it has from past disasters
Is Japan Still a Stable Location for High-Tech Manufacturing?
At the Source  
3/21/2011   (21) comments
Japan's already waning competitiveness as a center for electronics production will come under more pressure following the recent tragedy
Earthquake Suspends Supply of Raw Material Used in Chip Production
Latest Research  
3/21/2011   (2) comments
Two facilities account for 25 percent of the global supply of silicon wafers used to make semiconductors
Japanese Earthquake Poses Potential Supply Problems for iPad 2
Latest Research  
3/17/2011   (3) comments
The iPad 2 employs several components manufactured in the disaster-stricken country, including a hard-to-replace electronic compass
US Smartphone Market Set to Heat Up
Latest Research  
3/17/2011   (4) comments
With Microsoft’s assistance, Nokia can be expected to recover its recent market share losses
Beware the Single-Source Noose
Bolaji Ojo  
3/16/2011   (4) comments
OEMs and component makers must be wary of single-source parts supply contracts
IHS iSuppli Teardown Reveals the iPad 2’s Weight Loss Secrets
Latest Research  
3/16/2011   (1) comment
Apple reduced the thickness and weight of the iPad 2 by trimming the dimensions of several key components, most notably the battery
Graphics-Enabled Microprocessor Usage Surges in 2011
Latest Research  
3/16/2011   Post a comment
Global GEM penetration in the notebook segment in 2011 will rise by a dramatic 11 percentage points from 39 percent in 2010
The Age of Innovation
Laurie Sullivan  
3/15/2011   (20) comments
High-tech companies are piling up innovations that will dramatically change the way businesses, consumers, and governments interact
TI Sales Will Take a Hit From Japan Earthquake
Bolaji Ojo  
3/15/2011   (5) comments
The earthquake in Japan damaged one of Texas Instruments' fabs and could result in a weaker sales performance during the first half of 2011
Potential Impact of Japan's Earthquake on Electronics & IC Markets
Semico Spin  
3/15/2011   (7) comments
Japan plays a major role in global semiconductor and electronics production, which could be hit by last week's earthquake
Post-PC Era? The PC Is Alive & Kicking
Semico Spin  
3/14/2011   (16) comments
The numbers do not bear out the idea of a Post-PC Era. Why else would Apple introduce a high-end MacBook featuring Intel’s Thunderbolt?
A Human & Economic Tragedy Unfolds in Japan
Bolaji Ojo  
3/14/2011   (21) comments
The earthquake that struck Japan last week is shaping up to be one of the biggest natural disasters the country has faced in its history
IHS iSuppli: Japanese Earthquake's Impact
Latest Research  
3/11/2011   (2) comments
Japan in 2010 accounted for 13.9 percent of all global electronic equipment factory revenue
IDC: Nearly 18 Million Media Tablets Shipped in 2010
Latest Research  
3/11/2011   (1) comment
Apple's share came down from 93 percent in 3Q10 to 73 percent in 4Q10, but still reflected Apple's strong leadership position
Global Sourcing Renders 'Made In' Stickers Meaningless
Marc Herman  
3/11/2011   (18) comments
Putting a place-of-origin sticker on electronics goods has no meaning in a context where parts are made all over the globe
Dell Increases PC Market Lead Over Acer in Q4
Latest Research  
3/10/2011   (3) comments
Dell Inc.’s competitive position is improving in the global PC market, thanks to an unlikely helper: Apple Inc.’s iPad
TI Makes Big Bet on Growth
Bolaji Ojo  
3/10/2011   (1) comment
Texas Instruments is adding to its inventory in anticipation that demand will spike this year, despite concerns chip stock is too high
Get Used to it: The 'Smart' Car Will Get Smarter
Logical Link  
3/10/2011   (13) comments
Consumers are clamoring for fancy high-tech vehicles, and auto makers are responding with more than just safety devices and Web access
Rising China Wages, Inflation Threaten OEM Margins
Bolaji Ojo  
3/10/2011   (8) comments
China is fighting a battle to curb inflation and rising wages threatening margins at OEMs and contractors -- and it appears to be losing
World Economic Outlook: Inflation Spike a Concern
Malcolm Penn  
3/9/2011   (5) comments
Inflation is the main concern in Asia, while slow growth remains the nagging problem for Japan and other Western economies
EU Takes on Data Security as 'Smart' Products Proliferate
Bolaji Ojo  
3/9/2011   (9) comments
Equipment vendors need to build data protection, verification, and control mechanisms into their products, ahead of pending legislation
Global semiconductor levels surge
Latest Research  
3/8/2011   (2) comments
Semiconductor suppliers had 83.6 days of inventory at the end of the fourth quarter of 2010, up 5.5 days from the previous quarter
Trade War: Is the iPhone American, Chinese, or Neither?
Tam Harbert  
3/8/2011   (16) comments
Current errors in how international trade figures are calculated can result in bad policy decisions that may hurt the high-tech industry
Forecast: 74.6 Million Smart Meters Shipped Annually by 2015
Latest Research  
3/8/2011   (1) comment
Adoption in Europe and Asia/Pacific, mainly China, will act as the primary catalyst for market growth for the next 5-10 years
Access Trumps Internet Ownership Concerns
Matteo Bertozzi  
3/8/2011   (15) comments
Governments concerned over Internet use and ownership should focus more on providing access and harnessing its advantages
Western Digital-Hitachi Deal Adds to Pressure on Seagate
Bolaji Ojo  
3/7/2011   (9) comments
The agreement to buy Hitachi's hard disk unit by Western Digital will add to the already intense pressure on rival Seagate Technology
Embattled EMS Providers Resist Market Consolidation
iSuppli EMS, ODM Insights  
3/7/2011   (1) comment
Contract manufacturers are resisting consolidation, despite overcapacity and glut of competitors
Managing Risk in High-Tech Supply Chains
Mastery in Action  
3/4/2011   (7) comments
To mitigate risks, supply chains must adopt analytics, use financial data for scenario modeling, and understand business trade-offs
Improving Visibility Into Subsidiary Operations, Part 2
Sheila Zelinger  
3/4/2011   (5) comments
Here are two additional options for gaining visibility into subsidiary operations – coordinating and integrating legacy ERP systems
The COO Is Watching Your Supply Chain
At the Source  
3/3/2011   (4) comments
COOs polled by a research firm say supply chain is critical to their operations and are keeping a close eye on the business unit
China & the West: Walking Warily Hand in Hand
Bolaji Ojo  
3/3/2011   (5) comments
The West, led by the US, does not fully trust China, hence the open and indirect curbs on Chinese firms seeking Western M&A opportunities
iPad2 Upgrades, Memory Remains Unchanged
Semico Spin  
3/3/2011   (11) comments
Apple's new iPad has some noticeable improvements, but it is entering a much more competitive market
IPC Releases PCB Industry Results for January 2011
Latest Research  
3/3/2011   Post a comment
Rigid PCB shipments were up 3.7 percent and bookings decreased 7.7 percent in January 2011 from January 2010
Winning People Over to Cellphone-Based Payment
Logical Link  
3/2/2011   (9) comments
How can OEMs and software vendors help make near field communication-based mobile phone payment transactions safe?
Manufacturing's Up While Electronics Stays Moderate
Barbara Jorgensen  
3/2/2011   (2) comments
The US manufacturing sector continued on a 19-month expansion roll in February, according to the latest Institute for Supply Management Report On Business
iPads and Other Tablets Help Depress Hard Disk Drive Shipments
Latest Research  
3/2/2011   (1) comment
HDD shipments in the first quarter of 2011 are anticipated to reach 160.9 million units, down 3.9 percent from 167.5 million in Q4 2010
It's iPad vs. Xoom... and Who Else?
Bolaji Ojo  
3/2/2011   (19) comments
Motorola's Xoom represents the strongest challenge so far to the Apple iPad; can other tablet makers break through the clutter?
Oil Price Hike: Here We Go Again!
Semico Spin  
3/2/2011   (20) comments
Turmoil in the Middle East will hit the global economy and may crimp the upper single-digit forecast for the semiconductor market
Large-Sized LCD Panel Prices Decline in February
Latest Research  
3/1/2011   (2) comments
Prices of large-sized LCD panels are projected to fall 1.2 percent on average
Chip Spotlight: Monolithic 3D ICs
Malcolm Penn  
3/1/2011   (3) comments
The market potential for monolithic 3D chips is huge, but first the industry has to solve the nagging problem of heat dissipation
Intel’s Thunderbolt Could Shock the Computing Market
Semico Spin  
3/1/2011   (9) comments
Intel's Thunderbolt connector has the potential to alter events in the computing market, similar to the impact USBs had 15 years ago
Automotive IC Market Set to Grow 12 Percent in 2011
Latest Research  
3/1/2011   (3) comments
The rapid motorization of China along with recovery in the U.S. will help propel the automotive IC market up 12% in 2011, to $17.2 billion




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