July 2007
Expertise in touch panels
The Apple iPhone has raised the profile of touch technology by offering new ways to interact with consumer devices. In the past 12 months, Hendy Consulting has been working on an extensive strategic marketing plan for a touch start-up whose innovative optical touch technology offers unique advantages including "double touch" for many different market applications.
During this assignment, Hendy Consulting conducted an interview programme with 24 respondents across 8 different market segments (telecom handsets, smart-phones, portable multimedia devices, automotive/GPS, POS, kiosk, automation/specialist and tablet PC). We spoke to senior engineering, marketing and product management executies at companies from HP to Apple, MICROS to Sony Ericsson and Palm to Garmin to form a complete view of the various market opportunities.
This assignment has greatly enhanced Hendy Consulting's expertise and credentials in the touch panel space. We have developed a clear and detailed view on all touch technologies in the market and touch panel suppliers in Asia, USA, Europe and other regions. Hendy Consulting believes that we are in a very good position to offer industry-leading consulting services to touch panel suppliers and device and system integrators that use touch panels in their products.
February 2007
LCD sourcing strategies for British and Chinese players
Hendy Consulting has recently advised two very different players, a Chinese multinational and a British start-up on LCD sourcing strategies.
Ian Hendy, founder and CEO of Hendy Consulting said, "Hendy Consulting has now completed a number of different LCD sourcing assignments, from our initial work in transflective displays in 2003 to recent projects in bistable displays and large panel TFT-LCD sourcing. What is clear is that LCD sourcing is a complex strategic topic where assessments of cost need to be traded off with other commerical questions (such as the potential supplier's hunger for the business opportunity) and the fit of the business opportunity with the supplier's current business portfolio. Our belief is that ad-hoc price shopping is a difficult and unsustainable approach and that hiring a display specialist, such as Hendy Consulting, is the best proposition to put in place a long-term plan. Asian and Western players face the same
challenges in understanding suppliers' technologies, factories, capabilities and costs and how their own strategies can be tweaked to ensure long-term competitive advantages. We were particularly excited to enter the mainland Chinese display market and make our services available there."
December 2006
Strong credentials in display semiconductors
Hendy Consulting has strengthened its credentials in display semiconductors during 2006.
By the end of 2006, Hendy Consulting has completed a number of assignments in the display semiconductors market, including a full assessment of the whole display drivers space, from LCD, OLED, PDP and cholesteric ICs to architecture chips. Hendy Consulting has put together a team of experts that is available to offer mixed-signal and digital semiconductor advisory services on market strategy, product strategy and competitive positioning. We have also examined the trade-offs between integration on LCD glass and integration on silicon, allowing silicon makers to understand the system-level issues.
December 2006
Industry advisor to restructuring of LG.Philips Displays (now known as LP Displays)
Hendy Consulting has acted as an advisor to the restructuring of the world's largest CRT company, LG.Philips Displays.
Ian Hendy, founder and CEO of Hendy Consulting said, "We were excited to be selected as the industry advisor in this restructuring. We fielded a world-class team of CRT experts, including marketing, factory management and general management expertise. We advised on a broad range of issues such as market development, trade-sale strategy and strategic options for specific CRT and component factories to grow or dispose of assets.
We were also very pleased that Luc Mongeon, a writer for International Financing Review Asia (IFR Asia) - the leading publication covering capital markets in Asia - covered our work for the consortium in IFR Asia demonstrating that Hendy Consulting can be called upon to provide world-class services to display and high-technology companies and their investors."
December 2006
Expanding global client base in 2006
2006 has been a great year for Hendy Consulting. It has served 9 clients on 4 continents from financial restructuring advisors and investment banks, to display multinationals and start-ups in display and high-technology industries. Our client included the following:
(1) An LCD backlight manufacturer: A product positioning and market assessment
(2) A display driver IC manufacturer: A market assessment and growth strategy
(3) An OLED display company: A technology growth strategy assignment
(4) A manufacturer of telecom handset casings: A competitive analysis and trade-sale strategy
(5) A novel display technology manufacturer: A sourcing strategy and competitive analysis
(6) A private equity fund: A potential TV investment feasibility study assignment
(7) An investment bank: A CRT TV and LCD TV market forecast
(8) A touch panel company: A strategic marketing plan assignment
(9) A restructuring advisor and group of investors: An operational assessment and restructuring advice on a leading CRT company
April 2006
Outlook on the European display industry
Ian Hendy, the CEO of Hendy Consulting recently presented a provocative outlook on the future of the European display industry. To download Hendy Consulting's viewpoint, please click here (PDF 350k)
June 2005
Hendy Consulting CEO, Ian Hendy joins UK SID committee
Ian Hendy, the CEO of Hendy Consulting recently accepted an invitation to join the UK SID committee to further the aims of the display business in the UK and Europe.
January 2005
Market outlook for large panel LCD market
Hendy Consulting today published its market outlook for the large panel LCD market in 2005 and 2006. Hendy Consulting predicts that adverse Gen 7 marginal economics, coupled with excessive industry over expansion and difficult LCD TV demand elasticities will lead to a gloomy future for the LCD industry.
To download Hendy Consulting's viewpoint in this area, please click here (PDF 81k).