Asian Juggernauts

Pininvest Analysis on Growth

Strengthening their grip on the semi-conductor industry, South Korea and Taiwan are in the lead, China is catching up fast and Japan appears determined to maintain its market share.... all told the countries commit to almost 80% of global equipment capex

Unpacking foundational tech

Pininvest Analysis on Growth

A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without

1 more article in Semiconductor manufacturing

Pressing Priorities

Pininvest Analysis on Growth

Smartphone sales are Apple's core business and in a maturing market, the company's potential would be irreversably wounded by share loss on its key developed markets, critically in competitive Europe

5 more articles in Apple providers

Mobile games under pressure

Pininvest Analysis on Growth

Since July 2018, the markets have not been kind for most videogame companies. Both Chinese firms extending their sucessful business model across Asia and Western competitors have their work cut out

Streaming games

Pininvest Analysis on Growth

Investors' first take on the current fall-back of the major game publishers is dire : the good times are over and winter is coming, but the industry might prepare in stealth mode to adjust to technological revolutions in the offing

5 more articles in Videogaming

Tencent's Makeover

Pininvest Analysis on Growth

An improbable feat but the tight integration of its social network with mass entertainment has a reach which will keep the company in the sights of regulators and central authorities

Tencent of China

Pininvest Analysis on Growth

While relatively – and unduly – ignored by the general public in the West, there are many reasons to pay attention to Tencent's dominating presence and interlocking platforms on China's Internet

Battery illusions

Pininvest Analysis on R&D

The strategies of Western car manufacturers for electric mobility prioritize growth markets and partnerships with Asian battery providers, none of which bodes well for a balanced and mutually beneficial EU-China relationship

Shock and Awe... and Conquer ?

Pininvest Analysis on R&D

Asian battery providers have achieved global dominance and western car industries have little choice but to tie their technological ambitions to the master player and largest market, China - in the short and medium term

4 more articles in Cobalt demand 2020 – 2025

The future of energy storage

Pininvest Analysis on Growth

Associate Professors J. Johnson and J. DeCarolis, North Carolina State University, envision the advent of grid-scale batteries, providing the utilities with flexible energy delivery, if the price per KwH of lithium batteries continues to plummet

Improved lithium-ion battery technology

Pininvest Analysis on Growth

To charge the battery, the anode loads up lithium ions. Ions travel through the electrolyte to the cathode to generate power With a higher ‘upload’, replacing the graphite anode by a silicon – graphite mix anode, the battery will generate more power

1 more article in Battery Technology & World Markets