Could Local Indian Mobile Davids Micromax,Spice Beat Global Goliaths Nokia,Samsung with Low Cost $100 Android Smartphones

13 Oct, 2010
Samsung,Telecommunications,USA

Could $100 Android Phones from Local Indian Makers threaten Global Giants like LG,Samsung,Nokia in US and Europe as well

While the quality of local Indian made phones are still quite poor with lots of complaints,these companies have recently got a lot of funding and support.With Mobile Handsets fast becoming a commodity with mobile apps and services becoming the more important factor,Global Handset Hardware Companies are seriously threatened.With success in one of the biggest,fast growing and competitive markets,could these small handset makers penetrate global markets as well.Micromax which is the most successful amongst the host of small,nimbe Indian companies has already starting marketing its phones in the Middle East.With low cost $100 Android phones it could lead major prices wars in the West as well.The fat margins on smartphones enjoyed by Apple,Motorola,HTC,Samsung,LG and others could be a thing of the past.Its an event that cannot be underestimated by investors in these stocks.As the sharp fall in Research in Motion and Nokia shows,the mobile market is a fast changing one and the “Hero” (pun intended) of today can easily become zeros of tomorrow.

Google,Good Energies look to Realize part of 4000 GW US Offshore Wind Energy Potential through Offshore Underground Electricity Transmission

13 Oct, 2010
Offshore Wind,Smart Grid,USA,Wind Energy

The Transmission Line will give a huge boost to Offshore WInd Energy in the United States.The Government has estimated a 4000 GW Offshore Wind Potential which is almost 4 times bigger than the current 1000 GW Electricity Generating Capacity . However note the load factors for wind is usually 1/4th to 1/3rd that of normal Fossil Fuel Energy so it would be incorrect to say that Offshore Wind could generate 4 times the current US Electricity like some websites are doing.However this is not to takeaway from the fact that this will help wind energy and green jobs considerably.US is seriously lagging behind countries like China and South Korea in the upcoming Green Industry.Lack of US Climate Legislation and indifferent individuals and companies are creating massive roadblocks in Climate Mitigation.Tranmission Costs are a big hurdle for Offshore as well as Onshore Wind Energy.Note the bigger the consumer area for Renewable Energy the less the adverse affects of intermittency.The Tres Amigas Transmission SuperHub is another example of Private Initiative in the Electricity Transmission Area.While the dollar benefits to the investing companies might be uncertain,the Green Benefits of this move are immense.The US Electricity Regulator has already given a thumbs up and the US Administration also seems very supportive recently approving the Cape Wind Offshore Wind Farm in Federal Waters in Nanutech Sound.

Can GE Dethrone First Solar from its Leadership of the Solar Energy Market

12 Oct, 2010
First Solar,GE,Solar Energy,Wind Energy

GE is now looking to dethrone the No.1 Solar Energy Producer First Solar using its all round strengths.GE had invested in a Cadmium Tellurium Startup Prime Solar which is ramping up production.Note Cd-Te is the same technology which is used by First Solar.GE has said that it has managed to attain 15% efficiency on commercial glass.Don’t know how much of it is true since First Solar only manages around 12% efficiency despite around 10 years of dedicated R&D.However if GE can even manage to get near to that level then it would surely give First Solar a run for its money.GE has also tied up with Japanese Solar Frontier to market its CIGs based modules.Note Solar Frontier or Showa Shell is building a massive 900 MW plant in Japan.This would make Frontier Solar one of the biggest Solar Players in the world.GE is offering an integrated solution comprising of modules,inverters,services and other BOS equipment to get a leg up on competition.

Solar c-Si PV Industry overcoming its Polysilicon Fixation with Focus Changing to Energy Efficiency and Optimization

12 Oct, 2010
Solar Photovoltaic Energy,Sunpower,Suntech

With most of the low hanging fruit of polysilicon costs already gone,the industry has to focus on efficiency to cut down on costs.Selective emitters,microinverters,DC-DC optimization and other technologies are already finding takers.A Number of microinverter companies like Tigo,Enphase Energy etc are tying up with global heavyweights like Suntech and Sunpower to increase their penetration and cut costs.National Semiconductor has also tied up with Suntech to integrate its products with Suntech Modules to improve efficiency and reliability.The Balance of Systems costs for Solar Panels and their Performance are not usually paid a lot of attention.But with every cent now making a big difference,these technology could make or break a company in this commoditizing industry.While the value addition and costs of these new products are still subject to market acceptance,its a major change for the industry.This is the next phase in the evolution of the solar energy industry as it looks to additional ways to cut costs and bring solar energy to grid parity.Look for M&A in this space as well since the industry is fragmented with a host of VC backed startups.

Global No.1 Nuclear Equipment Supplier Areva faces Russian Rosatom Intrusion in its Shrinking European Home Turf

12 Oct, 2010
Europe,France,GE,Nuclear Energy

Rosatom has strong competencies despite the Chernobyl disaster as a black mark in its history.The Company has already constructed reactors in China,India and Iran during the Soviet Union Days and is constructing 5 reactors in foreign markets.With strong technology expertise and with laxer safety standards at home,it is trying to outflank Areva in its home turf.Note Areva is already facing losses from the Finland Nuclear Project which has proved to be a huge disaster.It additionally faces competition from Toshiba-Westinghouse which is ramping up its efforts to compete with Areva.GE-Hitachi suffers from a technological handicap compared with Toshiba and Areva,however GE cannot be underestimated because of its Global Reach and Industrial Strengths.Rosatom is that last thing that Areva needs in its shrinking home turf of Europe.Germany is facing huge opposition just for extending the life of its nuclear reactors while France has pretty much saturated its Electricity Market with Nuclear Energy.

General Electric Smartly Bolsters Presence in Biggest Wind Market through Local JV to circumvent Foreign Discrimination

29 Sep, 2010
China,GE,Wind Energy

General Electric being Smart in its Chinese Expansion

General Electric is looking to Invest Heavily in the new Age Green Industry like other Industrial Giants like Siemens,ABB etc.Having a Local Partner is a Huge Advantage since almost the whole of the Chinese Wind Industry is controlled by Chinese SOEs who favor local companies over foreign ones.EU and Japan have protested against discrimination over their domestic firms but not to much avail.GE is trying to circumvent the Discrimination Problem by giving a majority stake of 51% to Harbin Electric Machinery (HEC).However the Going will not be Easy for GE which is a Global Wind Market Leader because Competition is intensifying in the Chinese Market.Ming Yang Wind Power is looking to expand six fold to take advantage of the Growth in Chinese Wind Energy.Other Companies are doing the same.

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