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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (48344)	6/21/2010 2:27:41 PM
From: Sam	1 Recommendation Read Replies (1) \| Respond to of 95406

I don't think LEDs are included with the chip market. Why is CREE included in the SOX?

To: FJB who wrote (48344)	6/21/2010 4:22:40 PM
From: marc ultra	Respond to of 95406

<3D TVs, if that is what you are referring to, are still a very small market and will be for some time. The incremental silicon is not going to be a big driver in this current up cycle. I guess it depends what your definition of big is. We are at the very start of a long term transition to 3D TV that will probably be somewhat like the transition to color TV. When you have people like Dreamworks saying all their movies will be 3D and when major sporting events are in 3D people are going to spring for 3D TVs. Even Best Buy on their CC said they're starting to gear up for it. I don't know if I want to wear 3D glasses to watch TV if that's necessary but I hear a lot of people saying the experience is great. If I'm watching Tiger play golf I wouldn't mind being able to see why the ball is rolling away somewhere rather than being told it's sloped down over there. I'm mentioning that because I've heard people say 3D is a far superior experience for that. Also I believe the World Cup is being broadcast in 3D to at least some places. The parallel to color is obvious. We see the world in color but we had to watch in black and white on TV. Similarly we see the world in 3D but we have it in 2D on television. These studios are spending a fortune to convert things to 3D. People are spending big premiums to watch movies in theaters that are able to show 3D. My understanding is 3D is a very chip intensive process. If you have any doubt about it's effect on the chip business note this excerpt from the following article where the words 3D TV is mentioned before the words smartphones and tablet PCs. So it doesn't sound like some tiny afterthought. Because 3D TV is literally starting at bout zero right now the growth is going to be explosive.: "Most of the chips to be produced on the new line will be for 3D TVs and mobile devices such as smartphones and tablet PCs, which are seeing explosive growth in demand" Samsung Plans $3.6 Billion Expansion of Texas Chip Plant Samsung Electronics said Thursday it will invest US$3.6 billion to build a production line for system large-scale integration (LSI) chips at its plant in Austin, Texas by 2011. The amount is more than double the investment planned for its non-memory chip business in Korea this year. It will be the company's first system LSI line outside of Korea. The investment is seen as part of Samsung's move to expand its presence in the global market for the product, which is led by Intel, Texas Instruments and Qualcomm. The world LSI chip market is four times bigger than that of memory chips, and sales of the non-memory chips are less affected by economic fluctuations. The company is also planning to build a research and development center in Austin with a staff of 50. Most of chips to be produced on the new line will be for 3D TVs and mobile devices such as smartphones and tablet PCs, which are seeing explosive growth in demand. "The construction of the new plant will allow us to cooperate more closely with major U.S. IT companies such as Apple and Motorola," a Samsung spokesman said. "We will also be able to supply parts more quickly to our TV and handset businesses located in Mexico and Brazil." Currently the world's ninth-largest producer of system LSI chips, Samsung is sharpening its competitiveness in the sector. It captured the largest share, 39.2 percent, of the global market for handset application processors last year.