I’m of the belief that participants in the TMT industry need to read widely in order to understand the present and future dynamics of the market. To that end, this post is a collection of the articles that have caught my eye. This week: Spotify, Indian semis and the Academic Spring build momentum, HTC, Yahoo lose it; how the iPad dominates online shopping and why blue is the future of Internet infrastructure Emerging markets India’s semiconductor consumption is expected to grow 20% this year, to over $9Bn. The appetite of newly-middle class consumers for tech’ is huge – most good tech’ products provide unmatched aspirational bang for the buck compared to more traditional products like cars. http://www.theregister.co.uk/2012/04/10/semiconductor_india_growth/ TV set top boxes are just one such product. Technicolor have shipped 5Mn of them to Tata Sky customers. A huge number and demonstrative of the enduring value of TV in a market that has become consumerist in the era of smart devices....
Thoughts on strategy in a Digital Economy