Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
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Future of Logistics: Electronics Production Transition to SEA Changes Global Logistics Directions
For a decade, the global logistics industry for electronics was driven by strengthening ties between China and other regions, which mostly included...
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Galaxy S8 Camera Module Supply Battle - Partron Vs. Power Logics
Many of us have already had high expectations on Samsung's newest premium smartphone GS8 long before the release. As a result, many of the...
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The Week That Was in NorthAsia@Smartkarma - Pearls, Galaxy S8, and Okinawa
Japan: New Street Research wrote some great research on Softbank Group Corp (9984 JP) called Softbank 2.0 Is Coming But, for Now, Upside Is Driven...
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SK's Mindset Toward Toshiba Deal - Difficult Equation To Solve But No Need to Worry Yet
Several sources are saying that SK Hynix Inc (000660 KS) made a US$9bil (₩10tril) bid through a consortium with an unidentified Japanese FI for...
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