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Wednesday 29 September 2021
Samsung: The possibility of a 'star alliance'
Samsung sold nearly 300 million handsets in 2019, a number Samsung regards as its last line of defense, hoping to sell no less than 300 million handsets a year to sustain its business...
Tuesday 28 September 2021
Samsung: A sworn enemy of Taiwan firms?
Is Samsung a sworn enemy of Taiwanese businessmen? From the wafer foundry point of view, the answer is perhaps "yes." From the perspectives of other products, then it needs to be...
Monday 27 September 2021
Samsung: Real foundry competitor could be Intel
Answering calls from the US government to take back control of the supply chain, Intel is seeking to partner with Qualcomm and Amazon in a bid to reshape the wafer foundry industry...
Friday 24 September 2021
Samsung: Seeking better customer structure and node process breakthroughs
TSMC, Intel and Samsung continue to compete for the leadership in more advanced technologies beyond 7nm node. Samsung has already foretold that it will mass produce for 4nm technology...
Thursday 23 September 2021
Samsung: Uphill battle in foundry business?
According to market research reports, the global wafer foundry market size was about US$82 billion in 2020, with TSMC having a 55% global market share, and Samsung taking only 15%...
Wednesday 22 September 2021
Samsung and Korea: Wolves of the North
Since the 1970s, Taiwan and South Korea have been parallelly developing semiconductor and new-geneation IT industries. The national conditions and industrial strength of the two countries...
Thursday 9 September 2021
Industry research (11): Warriors need to know where their battlefield is
Many say warriors can't choose their battlefield. But in the consulting service sector, analysts need to know how to choose their battlefield in order to survive. Normally we know...
Monday 6 September 2021
Industry research (8): Differentiation is key to long-term business
Speed is definitely key to business success, especially true for Internet startups or enterprises specialized in mass production.
Friday 3 September 2021
Industry research (7): Positioning strategy
Times have changed. In the past PC brands had all the say with emphasis on white-collar business opportunity. However, after the surging demand of handsets in 2000, the Chinese market...
Thursday 2 September 2021
Industry research (6): Understand your position and competitive edges
Industry analysts can encounter dramatically different ecology in different industries at different stages. But no matter what you do, defining problems matters more than solving...
Tuesday 31 August 2021
Industry research (4): Analysis is very different from analytics
Analytics is essentially different from analysis: Analysis is work that analyzes things based on historical data; analytics is a forward-looking inference from given data.
Monday 30 August 2021
Industry research (3): From news to information and infographics
Infographics refers to a visual representation of information or data. PowerPoint widely used in the last one or two decades and the availability of more affordable tools have posed...
Friday 27 August 2021
Industry research (2): Raw data is core
People who don't get used to spending time looking for information are less likely to understand the expertise and cost of organizing the primary material of raw data. Many people...
Thursday 26 August 2021
Industry research (1): The data-driven era has arrived
I have many years of experience in industry research, information integration, and making charts on my own. But as the research tools continue to evolve, everyone has his or her talents...
Friday 20 August 2021
IT industry outlook (5): TSMC under the microscope
Many ask if TSMC is a Taiwanese company. If you look at the equity structure, about three-fourths of the foundry house's shares are in the hands of foreign investors, so TSMC is not...