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Semiconductors  // Browsing posts in Semiconductors

Sep 26 2012 Semiconductors, Technology

IPG’s Laser Lead Secure for the Near Term, Challenges Lie Ahead

Research Question: Are large, industrial fiber laser manufacturers eroding IPG Photonics’ market share and margins? By: David Franklin Companies: COHR, GSIG, IPGP, JDSU, NEWP, OCLR, RSTI Click here to download the report (.pdf)   Summary of Findings Eight of the nine sources who commented expect IPG Photonics Corp. (IPGP) to maintain or expand its leading position in the […]

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OLED Leader PANL Will See More Patent Challenges As Market Scales Up

Research Question: Is Universal Display Corp.’s current OLED patent strategy defensible, and is the company positioned to grow for the remainder of 2012? By: David Franklin Companies: AAPL, AMS:PHIA/PHG, AMZN, ETR:BAS, FRA:MRK, FRA:SIE/SI, KRX:005930, PANL, TYO:4901, TYO:6701, TYO:6752, TYO:6753, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings Universal Display Corp. (PANL), also known as […]

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IPG Photonics Whisper

Research Question: Are large international industrial fiber laser manufacturers eroding IPGP’s market share and resulting in declining margins? Company: IPG Photonics Corporation (IPGP)   Blueshift’s initial research on IPGP in early August revealed that solid growth would continue but could be slowed by large well-known international companies offering their own fiber laser solutions like Nufern, […]

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Universal Display Whisper

Research Question: Is Universal Display’s current OLED patent strategy defensible and is the company positioned to grow for the remainder of 2012? Company: Universal Display (PANL)   Blueshift’s initial research on Universal Display indicates that despite a recent increase in licensing revenue and material sales, the company’s patent portfolio is in need of further expansion. […]

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Aug 09 2012 Semiconductors, Technology

IPG Growth Outlook Solid in Expanding Fiber Laser Market

Research Question: Are IPGP’s first-to-market fiber laser technologies and unique business model the right tools to drive continued growth? By: David Franklin Companies: COHR, IPGP, JDSU, NEWP, OCLR, RSTI Click here to download the report (.pdf)   Summary of Findings Fourteen of 18 sources view IPG Photonics Corp. (IPGP) as the fiber laser industry leader and its […]

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IPG Photonics Whisper

Research Question: Will IPGP’s first-to-market fiber-optic laser technologies and unique in-house manufacturing business model drive continued growth? Company: IPG Photonics Corporation (IPGP)   Blueshift’s initial research indicates that IPGP’s fiber-optic technology has the potential to shift/change the world of lasers, but timing and wide-spread adoption remains unknown.   Observations A Blueshift primary interview with a […]

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Jun 14 2012 Semiconductors, Technology

Mellanox’s Short-Term Share Secure in InfiniBand, Building in Ethernet (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? By:  David Franklin Companies: AAPL, BRCD, CRAY, CSCO, EMA, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings † All 19 sources view Mellanox Technologies Ltd. (MLNX) as the […]

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Mellanox Technologies Whisper (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? Companies: Mellanox Technologies (MLNX), Intel (INTC)   Initial research by Blueshift indicates positive signs for Mellanox, with the threat of increasing competition looming from QLogic.   Observations A system engineer for an OEM using […]

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AMD’s New Management, Strategies Not Enough to Gain on Intel (AMD, INTC)

Research Question: Will new management, several new initiatives, and share gains from Intel in 2011 result in significant growth for Advanced Micro Devices in 2012? By:  David Franklin Companies: AMD, IBM, INTC, NVDA, QCOM, TPE:2388 Click here to download the report (.pdf)   Summary of Findings Twelve of the 17 sources expect Advanced Micro Devices Inc. (AMD) […]

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Jun 30 2011 Semiconductors, Technology

SIMG to Benefit from MHL Technology Though Wide Adoption Questionable

Research Question: Will Mobile High-Definition Link technology be widely adopted? What effect will this have on Silicon Image? By: Reverdy Johnson Companies: AAPL, ETR:DTE, GOOG, HEL:NOK1V/NOK, INTC, MSFT, MSI, SEO:005930, SIMG, T, TPE:2498, TYO:6502, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings MHL technology is not expected to be widely adopted in smartphones because […]

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