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Semiconductors  // Browsing posts in Semiconductors

Mellanox Growth Will Be Slow Both for InfiniBand and Ethernet

Research Question: Can Mellanox successfully grow its Ethernet solutions and defend its InfiniBand lead despite Intel’s acquisitions and improvement to its QLogic InfiniBand technology? By: David Franklin Companies: BRCD, CSCO, HPQ, IBM, INTC, MLNX Click here to download the report (.pdf)   Summary of Findings Mellanox’s Ethernet Growth Opportunities Eight of 14 sources were positive about sales growth […]

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Mellanox Will See Slow InfiniBand, Open Ethernet Growth in Enterprise

Research Question: Will Mellanox’s new Open Ethernet initiative and expansion of InfiniBand into new markets provide the company with significant market share gains this year? By: David Franklin Companies: BRCM, CSCO, EMC, IBM, INTC, JNPR, MLNX, ORCL, VMW Click here to download the report (.pdf)   Summary of Findings As in Blueshift’s Nov. 14, 2012, report, Mellanox Technologies […]

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Feb 01 2013 Semiconductors, Technology

IPGP Still Dominates Fiber Laser Market Despite Competition, Pricing Pressure

Research Question: Will market expansion and the introduction of new products be enough to keep IPG Photonics’ sales and margins ahead of the competition? By: David Franklin Companies: COHR, EPA:QUA, ETR:JEN, GSIG, IPGP, JDSU, RSTI Click here to download the report (.pdf)   Summary of Findings All 14 sources view IPG Photonics Corp. (IPGP) as the clear […]

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Nov 14 2012 Semiconductors, Technology

Mellanox’s InfiniBand Market Limited to HPC

Research Question: Is Mellanox’s InfiniBand business constrained to a slowing niche market, or will it find greater commercial applications? By: David Franklin Companies: BRCD, BRCM, CRAY, CSCO, ELX, EMC, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings Nine of Blueshift’s 12 sources said Mellanox Technologies Ltd.’s (MLNX) InfiniBand products serve […]

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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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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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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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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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