With the format wall is over, there is a lot of cost wasted on research-and-development. Some corporations win & other lost. Check below for the list of losers and winners:
The Losers
Toshiba Corp
NEC Corp.'s (NIPNY) chip division, NEC Electronics Corp. ( 6723.TO)
Broadcom Corp. (BRCM) which makes chips for a combined HD DVD-Blu-ray player from LG Electronics Inc. (066570.SE), also invested heavily in software for HD DVD
Intel Corp. (INTC) which publicly allied with Toshiba and HD DVD, did not develop hardware for one format or the other, so its investment losses are likely minimal.
The Winners
Sony Corp.
Sigma Designs Inc. (SIGM) which provides the system-on-a-chip inside the majority of stand-alone Blu-ray players
Samsung Corp. (000830.SE)
Sharp Corp. (SHCAY, 6753.TO)
Pioneer Corp. ( 6773.TO)
Matsushita Electric Industrial Co. Ltd.'s (MC) Panasonic
International Business Machines Corp. (IBM) which together with Sony, makes the cell processor for the PlayStation 3 game console.
New Entrants
Mediatek Inc. (2454.TW)
Zoran Corp. (ZRAN)
So, it is indeed a challenge looking for a favorable strategic positions. Congratulation to the winners but sorry for the losers. For the new entrants, wish you the best.
Source
0 comments:
Post a Comment