GfK Equity Research

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The GfK Equity Research team analyses GfK sell-out data with the aim of understanding and anticipating developments in the technology-device marketplace

Our Mission: Matching Supply with Demand

Our aim is to untap the full power of GfK sell-out data, and to do that we work hard to triangulate the data with external datapoints (e.g. foreign exchange, sell-in, supply constraints, etc.). Here are some examples of where this approach takes us:

• Analysis of changing European network operator subsidy dynamics, and how this impacts the fortunes of low end phones and smartphones, and the handset vendors providing them
• Supply chain flow of LCD glass, LCD panel production, TV production and pricing thru to channel inventories
• Impact of foreign exchange movements on PC DRAM content and pricing
• Trans-shipments and grey market activities

 Advantages: Unique Visibility, Objectivity, and Power

• Primary: GfK POS data is unbiased – its correlations and anti-correlations are meaningful
• Timely: GfK data correlates with sell-in and other data sources but is published sooner
• Incremental: GfK Equity Research uses this context to express the key drivers of today's technology supply and demand and anticipate tomorrow’s developments