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NEWS TAGGED COMMENTARY
Friday 22 October 2021
Industry watch: Sharing, reciprocity for win-win partnerships
Over the past 36 years, I have learned quite a few lessons from Taiwan's electronics industry development. One of them is that only through "sharing" and "reciprocity" can we achieve...
Friday 22 October 2021
Small- to medium-size TV panels see fast price drops
While LCD TV panel prices have generally been falling since July 2021, the extent of decrease for the 32-, 43- and 55-inch segments has been much bigger the 65- and 75-inch ones,...
Wednesday 20 October 2021
India: Five major players contribute 87% of information services industry revenue
Since moving into the new economic era in the 1990s, India has chosen the information service sector as its core industry. Much of the loans and subsidies from the World Bank have...
Tuesday 19 October 2021
India: Key roles of 3 major telecom service providers
India's three major telecommunication companies account for 90% of the business opportunities. Vodafone's market share is declining. The fastest-growing player is Reliance Jio, which...
Monday 18 October 2021
India: Government policies for EV
The most crucial for electric vehicles (EV) is the external ecosystem, or more precisely the infrastructure which is often closely linked to the government's various supporting measures...
Friday 15 October 2021
India: Clusters of motor vehicle industry
The development structure of the Indian motor vehicle industry is related to its traditional industrial environment. We can come up with the structure of the Indian industry from...
Friday 15 October 2021
Notebook shipments to see next wave of growth starting 2024
Global notebook shipments are expected to experience minor declines in 2022 and 2023 as governments will start cutting their COVID-19 subsidies and stimulus checks with the easing...
Friday 15 October 2021
Global server shipments to see steady growth over next 5 years
Global server shipments are expected to increase around 6% on year in 2022, driven primarily by order pull-ins from datacenter operators. For the short term, the growth will benefit...
Thursday 14 October 2021
Global unicorns surge in 2021: Interview with Richard Koo, principal at DNX, and Casey Lau, head of Asia at RISE
The number of newborn unicorns has again hit record levels in 2021, following a strong year in 2020. There are more than 800 unicorns around the world as of September of 2021. By...
Thursday 14 October 2021
India: The two-wheelers and three-wheelers market
India's annual sales of two-wheelers once exceeded 20 million units but dropped to about 15 million units in 2020 due to the impact of the pandemic. Hero was the top motorcycle brand,...
Wednesday 13 October 2021
Taiwan IC design houses combat rising wafer foundry costs
TSMC's plans to raise its foundry service quotes have caused a stir among its customers. Wafer foundry and packing/testing production capacity prices have been going up. The price...
Wednesday 13 October 2021
India: Disorienting administrative disorder
Before studying India's electric vehicle (EV) market, you may need to understand the Indian modes of transportation. According to NSSO, 62.3% of Indians prefer public transport such...
Tuesday 12 October 2021
India: Business opportunities for four-wheeled vehicles
Who is the leader in the Indian car market? Suzuki accounts for almost 50% market share of the world's fifth-largest market of 2.71 million cars per year. Suzuki is not a top-tier...
Friday 8 October 2021
India: Low labor cost doesn't necessarily mean low operating cost
India's per capita income is far lower than China's. Raw materials such as steel, coal and cotton are produced in India and shipped to China with processed products sold back to India...
Thursday 7 October 2021
Tensions rise for Korean Internet giants Kakao, Naver
South Korean companies from chaebols (large family-owned businesses) to network platform authorities to large Internet companies such as Kakao, Naver and Coupang, are starting to...