David Barnes


Display Makers Need a Hand

by David Barnes

So I was wrong… we have not seen the endgame, yet. The AMLCD industry has not been roiled by mergers and acquisitions as I thought possible back in 2001. At the time, I was …

Tags:LCD Panels| Mobile Phones| tablets| Vol 22 - Issue 45

Printing Money

by David Barnes

MakerBot announced another 20% workforce reduction last week. Despite a cult-like following among the DYI crowd (digital do-it-yourselfers), the 3D printer maker seems to be having trouble realizing the business plan it inked. This …

Tags:CPT| Inks| LCD Fabs| LTPS TFT| Oxide TFTs| Vol 22 - Issue 41

Footprints in the Sand: Planar 1983–2015

by David Barnes

“Take some memories. Leave only footprints.” That old traveller’s advice was on my mind this summer. Seemed as if everyone wanted to visit Portland. It was a hot sunny, California-like summer here with water! …

Tags:Leyard| Planar| Small Pixel Pitch LED SPP| Vol 22 - Issue 37

When Will Elasticity Kick-in?

by David Barnes

“When will elasticity kick-in”? That question posed by an investment banker before taking LG Display public in 2004 seems pertinent today, a dozen years later. My answer then was that elasticity will kick-out, not …

Tags:AUO| LG Displays (LGD)| Pricing| Vol 22 - Issue 33

Connect the Dots to See the Winnebago

by David Barnes

I loved to play connect-the-dot puzzles as a kid sitting in the family car on long vacation drives… Guess that’s why I write articles like this one. I planned to title it “Beware of …

Tags:LCD Panels| Vol 22 - Issue 30

LCD Shooting Ranges

by David Barnes

Three rival gangs face-off. Someone fires a shot. Bullets fly. People die. Such typical scenes in a John Woo film illustrate the concept of stochastic battles. Lanchester first developed useful mathematic models of such …

Tags:Capacity| Large LCD Supply| Vol 22 - Issue 26

Increasing Rivalry Among Nations and Panel Makers

by David Barnes

Watching eyeballs in the auditorium roll up into their sockets has always been one of the benefits of being a frequent speaker at events such as the upcoming SID Display Week. One sure-fire way …

Tags:LCD Panels| SID Display Week 2015| Vol 22 - Issue 22

Sharp Decisions Needed

by David Barnes

What will Sharp’s executives and stakeholders decide to do on May 14th? If I knew, I could not tell you but I can offer a trip down memory lane to see how Sharp cut …

Tags:business| Financial Data| sharp| Vol 22 - Issue 18

Forget Demand, Supply Drives Price

by David Barnes

The perennial problem with supply-demand forecasts is that demand is a function of price. Watching internal and external analysts forecast supply-demand up close and personal for 20 years leads me to conclude that such …

Tags:Display Supply & Demand| Pricing| SID Display Week 2015| Vol 22 - Issue 14