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  • Mobile World Congress 2019
    25-28 February 2019 | Barcelona, Spain
    Meet our Media & Technology analysts at Mobile World Congress 2019.
  • Flexible AMOLED Panel Supply Capacity to Exceed Demand by 44 Percent in 2018, IHS Markit Says
     Jerry Kang | November 14, 2017
    With flexible active-matrix organic light-emitting diode (AMOLED) panel fabs building at a quicker pace than global demand, supply capacity of flexible AMOLED panels is forecast to be 44 percent higher than global demand in 2018, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.
  • AMOLED Fine Metal Mask Market Expected to Reach $1.2 Billion by 2022, IHS Markit Says
     Jerry Kang | July 05, 2017
    As active-matrix organic light-emitting diode (AMOLED) displays quickly displace liquid crystal displays (LCDs) in smartphones, panel makers are rapidly adding new production capacity, accelerating the demand for the fine metal mask (FMM), a critical production component used to manufacture red-green-blue (RGB) AMOLEDs.
  • Samsung and LG explore alternative AMOLED strategies
     Vinita Jakhanwal | Jerry Kang | February 24, 2014
    The move by Samsung Display and LG Display to explore other avenues for AMOLED use comes at a time when the panels, delivering high contrast ratios and superior images, may have hit a wall in the smartphone space. Performance has been lower than expected for some flagship smartphone models in the high-end segment, where AMOLED panels are used in the largest volume, and the panel market has suffered as a result.
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  • Mobile Broadband Tiered Plans Offer Customization and Flexibility
     Steven Mather | January 23, 2012
    As mobile broadband access continues to become an increasingly important portion of their total and data revenue streams, wireless service providers around the world are trying to develop plans to effectively monetize data traffic on their networks. Many carriers including AT&T, Verizon, T-Mobile and Metro PCS in the US, Vodafone, Orange and Telefonica/O2 in the UK, Vodafone and KPN in the Netherlands, are implementing tiered pricing plans for data access on smartphones and other mobile Internet access devices like media table and notebooks.
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  • Capacity Concerns Drive MNO Strategies for Future Growth
     Steven Mather | December 07, 2011
    Verizon’s recent purchase of SpectrumCo, LLC’s Advanced Wireless Spectrum licenses points to mobile network operators (MNOs) growing need for bandwidth as increased data usage continues to strain their networks. SpectrumCo, a joint venture between Comcast Corporation, Time Warner Cable and Bright House Networks, bought 136 Advanced Wireless Services (AWS) B-block spectrum licenses for roughly $2.4 Billion in 2006, covering a population of almost 300 million people at that time in an effort to create wireless networks. 
  • Rise of e-book Readers to Result in Decline of Book Publishing Business
     Steven Mather | April 28, 2011
    Marking a major inflection point, the book publishing industry has entered a period of long-term decline because of the rising sales of e-book readers, new IHS iSuppli research indicates.
    Book revenue for U.S. publishers, including both e-books and paper books, will decrease at a compound annual growth rate (CAGR) of 3 percent from 2010 to 2014. This marks a shift from the previous period of 2005 to 2010, when revenue grew slightly. 
  • Apple Takes Value-Added Approach to Cultivate iPhone Demand
     Steven Mather | June 08, 2010
    With its highly successful iPhone line, Apple Inc. has clearly illustrated two contrasting approaches to generating growth in sales of hardware by mobile handset OEMs. 
    On one hand, Apple has been very successful in maintaining the Average Selling Price (ASP) of its latest flagship handset offering by effectively implementing enhanced features. The attractiveness of these enhanced hardware and software features is key to stimulating sales of the latest handset while maintaining consistent pricing over time. Meanwhile, when a new model is introduced, the price of the previous handset in the line is reduced and thus offers a lower price point to attract more cost-conscious buyers. This is enabled by the component price erosion that allows this price reduction. 
  • Apple Rides High-Margin Hardware to Competitive Supremacy
     Steven Mather | June 07, 2010
    Apple Inc. has become the world’s most valuable technology company based on sales of high-margin hardware like the iPhone, an approach that competitors are finding difficult to duplicate, according to iSuppli Corp.
    “Apple’s introduction of its latest iPhone today perfectly illustrates the company’s route to corporate dominance: generating huge profit by selling high-margin, high-value-added hardware, with the iPhone’s Average Selling Price at a whopping $600,” said Steve Mather, principal analyst, wireless, for iSuppli. “The company makes the majority of its profit on sales of hardware. This approach defies the often-cited route to success used by many technology companies of selling hardware at low margins and cashing in on revenue generated by high-profit software.”
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