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

Equity Bottom-Up

<p>Following comments to the media, the new president of struggling Japanese electronics maker <a href="https://www.smartkarma.com/entities/391" target="_blank" data-smartkarma-citation="entities:391:1">Sharp</a>, Tai Jeng-wu, has written to the Tokyo government urging them to help create an alliance between Sharp and domestic rival <a href="https://www.smartkarma.com/entities/8280" target="_blank" data-smartkarma-citation="entities:8280:1">Japan Display</a> (JDI) by creating a government-backed industry platform to develop advanced OLED panel technologies.</p><p>With Apple preparing to adopt OLED for its iPhones coming out in 2017, essentially ensuring the new panel technology is the mainstream choice for next-generation…</p>

Following comments to the media, the new president of struggling Japanese electronics maker Sharp, Tai Jeng-wu, has written to the Tokyo government urging them to help create an alliance between Sharp and domestic rival Japan Display (JDI) by creating a government-backed industry platform to develop advanced OLED panel technologies.With Apple preparing to adopt OLED for its iPhones coming out in 2017, essentially ensuring the new panel technology is the mainstream choice for next-generation…

Sharp - Growing OLED Issues - Has Japan Display Become the Call Option Play?

Sharp Corp

Sharp - Growing OLED Issues - Has Japan Display Become the Call Option Play?