All GLG News Analyses Filed Under: Hardware

Tegra taking off: after Microsoft Zune HD, snaps up next-gen Nintendo DS

October 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:nVidia Tegra wins contract for next-gen Nintendo DS | www.brightsideofnews.com

nVidia Tegra had a shaky start, but it looks like recent reorganization inside nVidia Corporation is yielding results - after winning OEM deals with Microsoft and Samsung, Tegra SoC will be inside next-gen Nintendo handheld. The current generation, Nintendo DS/DS Lite/DSi sold in almost 115 million units over the course of five years - taking 68% of worldwide market.

Is Intel's Larrabee suffering from Boeing 787 syndrome?

October 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:An Inconvenient Truth: Intel Larrabee story revealed | www.brightsideofnews.com

A lot has been said about Intel's Larrabee, the chip that was supposed to propel Intel into the graphics space and devastate AMD and nVidia. Sadly, Intel missed a lot of internal targets. After a recent conversation with several engineers that mentioned "we need another 13-18 months to get [Larrabee] out", the alarm bell just went off.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC.

LED Manufacturers Continue Improvements in Light Output

October 12, 2009

Analysis of:Cree Raises the Bar for LIghting Class LEDs with Commercial Avail. of the XLamp XP-G LED | finance.yahoo.com

1. Cree has announced a family of LED's with approx. 140 lumens light output at 350 ma in a cool white white color that they claim are "Lighting Class" LEDs2. The article claims that they will be introducing neutral and warm white LED's by the end of the year.3. Other LED manufacturers have also announced improvements in light output from new products that they have introduced recently, but Cree's appear to be the brightest.

David BarnesPrincipalBizWitz LLC

Taiwan Panel Maker Stays Home, for Now

October 9, 2009

Analysis of:CMO will ramp 8.5G production in Taiwan | www.digitimes.com

CMO will obey government restrictions after suspicions that it planned AMLCD fab ventures in China. AMLCD demand is rebounding from a trough in Q1’09 and CMO was able to secure funding that should sustain it over the mid term despite ending Q2’09 with 113% net debt. Larger sums are more difficult to obtain and CMO can only afford to complete fab build-out it suspended in 2008. Asahi Glass may take some share from Corning because it is the main supplier of seventh-generation glass to CMO and it is the second-source of eighth-generation glass to Samsung Electronics.

David BarnesPrincipalBizWitz LLC

From eReader to eBook

October 9, 2009

Analysis of:E-reader sales soaring but Apple captures the buzz | www.totaltele.com

How much demand exists for a monochrome, read-only product?How different is a thin notebook from what readers and students really want?A well-conceived, net-connected device with color display and annotation capability may take the market by storm.

Nathan BrookwoodPrincipal AnalystInsight 64

Even 2-D Users Will Miss Nvidia's Integrated 3-D Graphics on Core i3/i5 Systems

October 8, 2009

Analysis of:Nvidia Escalates Feud With Intel | online.wsj.com

Nvidia's chipsets outperform Intel's when it comes to integrated 3-D graphics, but Intel's move to incorporate graphics into its Core i3/i5 CPUs leaves no room for Nvidia's integrated solution. Too bad! Windows 7's DirectCompute feature speeds up media operations on systems with AMD or Nvidia discrete or integrated GPUs, but won't work with Intel's integrated graphics. Even users who don't care about 3-D may notice this media deceleration on Core i3/i5 systems that lack discrete GPUs.

David BarnesPrincipalBizWitz LLC

Trident Deal: a Three-way Win?

October 8, 2009

Analysis of:Consolidation Continues… and a New Leader in TV SoCs | www.displaysearchblog.com

The deal between NXP Semiconductor (private equity) and Trident Semiconductor could be win-win if Samsung Electronics also wins more high-end TV share.

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.

Munisamy AnandanFormer President & Managing MemberORGANIC LIGHTING TECHNOLOGIES, LLC

With 46 Million 3D TV units by 2013, is 3D TV the next big wave?

October 6, 2009

Analysis of:3DTV Shipments to Reach 46 Million by 2013 | www.electronichouse.com

(1) Consumers will have real feel for 3D TV in their homes in the beginning of 2010.(2) Both LCD and plasma versions of 3D will be available.(3) Auto-stereoscopic version without the additional glasses for viewing 3D pictures will become popular and the consumers will drive the market for this version.

Jon PeddiePresidentJOHN 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.

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