Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Event-Driven

<p>Following the news that Samsung will source all its lithium batteries for the Galaxy Note 7 from Ampterex (ATL), a subsidiary of TDK (6762), there has been a debate as to whether TDK is in a position to meet not just this demand, but also any increase in iPhone 7 production resulting from Apple deciding to take advantage of Samsung's woes. Originally, TDK provided about 30% of the batteries for the Note 7 and was a major (probably the largest) supplier of batteries for the iPhone. As a…</p>

Following the news that Samsung will source all its lithium batteries for the Galaxy Note 7 from Ampterex (ATL), a subsidiary of TDK (6762), there has been a debate as to whether TDK is in a position to meet not just this demand, but also any increase in iPhone 7 production resulting from Apple deciding to take advantage of Samsung's woes. Originally, TDK provided about 30% of the batteries for the Note 7 and was a major (probably the largest) supplier of batteries for the iPhone. As a…

TDK (6762) - Can It Meet Additional Demand for LiBs from IPhone / Note?

TDK Corp

TDK (6762) - Can It Meet Additional Demand for LiBs from IPhone / Note?