A New Dance Partner for CES
Love this release. MEMS are hot and this is too.
Further Fragmentation of Video Distribution Services and What it Might Look Like
We’ve already seen some fragmentation of video distribution services and it begets the question if this is just the beginning. Further fragmentation will have some common characteristics. First, I believe this further fragmentation will happen around lower dollar value digital assets. These types of digital assets have the likeliest chance of propagating further fragmentation because their appeal will be […]
BBY, Connected TVs, and the Innovator’s Dilemma in Action
BestBuy recently announced they would launch a connected TV under the Insignia brand using the Tivo user interface. This is a great example of the Innovator’s Dilemma in action. The Insignia brand is one of Best Buy’s house brands. It (like other private label brands) is frequently used as the opening price point for devices. House brands tend to […]
Are Multi-function Devices Killing Single Purpose Devices?
IHS iSuppli recently projected sluggish growth for single-purpose consumer tech devices like MP3 players, PNDs, and digital cameras. At the same time they expect multi-function devices like smartphones and tablets to enjoy strong double-digit growth over the same horizon The IHS iSuppli statement quotes, Jordan Selburn as saying, The success of multipurpose electronic equipment, often coming […]
Understanding “Mobile” Shopping
Earlier this week, the New York Times reported on a study by Forrester. The key finding: “Even though just 9 percent of shoppers own tablets, sales from tablets already account for 20 percent of mobile e-commerce sales and 60 percent of tablet owners have used them to shop.” Certainly tablets are set to have a disruptive impact […]
Curation and Discovery
I’ve written about curation and discovery in the past (here and here). a new site/app, Trover, is all about curation and discovery and a good example of this trend.
Hulu v. NetFlix
Data from Nielsen on Hulu and NetFlix users (here and here). Not too many surprises though I was surprised by this: half of all Netflix users connect via a game console (Wii, PS3 or Xbox Live)
If Price is Meaningful, then OLED not a Mainstay TV Technology until 2014.
LG plans to sell a 55-inch OLED TV in 2012, but Paul Peng (Executive VP at AUO) suggests low yields (and therefore price) will make hinder OLED as a TV technology until 2014.
Amazon’s (Eventual) Tablet
I’ve written in the past about Amazon’s (eventual) entry into the tablet world. Some interesting research from Retrevo consistent with points I’ve made in the past. First, consumers have grown quickly comfortable with Amazon as an OEM. You’ll recall that the original Kindle was panned heavily by critics, but consumers have warmed quickly to Amazon devices. As you can […]
Tech Supply Chain Looking at Excess Inventory…
The FT reports on the excess inventory in certain parts of the tech supply chain. Carlo Bozotti, the CEO of STMicroelectronics, summarizes it perfectly, “We saw overbooking by some customers in April, as they tried to protect themselves from shortages of certain components. That led to a correction in June.” This is exactly what CEA […]
