The Digital Set Top Box Market: Global Demand Remains High
Worldwide digital set top box unit shipments are on track to reach 191 million in 2009, a total that highlights the importance of the set top box in today's consumer electronics industry.
This PowerPoint presentation provides a comprehensive overview of the global digital set top box market. It examines the central position of the set top box in the digital entertainment ecosystem, discusses trends shaping current product development, and examines the growth potential of four digital set top box markets: cable, terrestrial, satellite/DTH, and IPTV. It also provides an aggregated worldwide digital set top box revenue and unit shipment forecast through 2013.
In addition, the presentation discusses the leading manufacturers of set top box products, identifies key silicon suppliers for digital set top boxes, and talks about how the set top box market will likely change and evolve over the next few years.
DTV 2009: Declining Costs, Increasing Shipments, and Network Capability
The market for digital television (DTV) sets is being governed by the switchover from analog to digital broadcasts, the emergence of developing countries as DTV consumers, and the emergence of networking and wireless connectivity options. DTV vendors continue to add networking capability, primarily Ethernet and Wi-Fi, to bring the DTV into the home network, and to maintain its position as the center of the home entertainment cluster. In addition, wireless connectivity options such as 60GHz and WHDI offer the potential for wireless HD streaming in the home.
This PowerPoint presentation looks at marketing and technology factors affecting the DTV market in five different regions: North America, Europe, Japan, Asia/Pacific, and Rest of World. Annual shipment, ASP, and revenue forecasts by TV type (LCD, plasma, CRT, rear projection, and OLED) are provided for each region through 2013. Also included are annual component bill-of-materials forecasts for LCD DTVs, ATSC DTVs, and DVB-T DTVs through 2013.
The Cable Set Top Box Market: After a Record Year in 2008, Slightly Lower Demand in 2009
After a record-setting year in 2008, demand for digital cable set top boxes is leveling off in 2009. Last year, there were just over 46.6 million digital cable set top box unit shipments. Due to cable TV operator spending reductions, in 2009, we are forecasting worldwide unit shipments to decrease by 6%, to just over 44 million.
This report covers the market for cable TV set top boxes, with special emphasis on product manufacturers, market and technology trends, and the semiconductor content of the boxes. It also provides a digital cable set top box Bill of Materials forecast, digital cable set top box manufacturer market shares for 2008, and updates worldwide unit shipment and revenue forecasts through 2013.
This report is part of In-Stat's continuous coverage of the set top box markets. The digital satellite set top box market is the first and largest of the digital set top box markets. Many of the boxes shipping today are more than simple satellite receivers. They have HD decoders, hard drives for digital video recording, and IP connections to access additional content via an IP network.
There are a large number of satellite set top box vendors, some of whom focus on providing boxes to the satellite pay-TV providers while others serve the free-to-air market. Market shares are provided for the top five vendors.
In addition to five-year forecasts for worldwide box unit shipments, ASPs and revenues segmented by region, this report also contains forecasts for SD boxes with hard drives, HD boxes with hard drives, and HD boxes without hard drives. As part of In-Stat's discussion of satellite set top box technology, five-year bill-of-materials forecasts are provided for basic, HD, and DVR boxes along with a semiconductor total available market (TAM) forecast.
With their ability to time-shift television programming, personal video recorder (PVR) products have become an important component in the digital home entertainment ecosystem. Demand for PVR products remains strong, fueled largely by pay-TV service providers who are ordering and deploying PVR products in record numbers.
This report examines the market for personal video recorder (PVR) products. It discusses the functionality of today’s PVR products and provides information about key PVR product manufacturers, leading service providers, and the important trends that are shaping the PVR market. The report provides worldwide PVR unit shipment and revenue forecasts, unit shipments to specific geographic regions, unit shipment forecasts by product type, and worldwide & US PVR product installed base forecasts.
Demand for PC-TV Tuners has turned down since 2008, due to the worldwide recession. The market faces fundamental issues. People get lots of video from their broadband Internet, and mobile video services will change the playing field.
Digital-only PC-TV Tuners cost less than Hybrid tuners. As developed countries move toward all-digital TV services, the retail value of the total PC-TV Tuner market will slow down, even while unit shipments of Digital-only PC-TV tuner products goes up.
New competitors are moving from cellular handset video markets into the PC-TV Tuner space specializing in very high levels of integration.
PC-TV Tuner vendors are expecting a boost with Microsoft's Windows 7.
Facing flat demand, the traditional vendors are wondering if their PC-TV Tuner business is going to remain viable. As the market shifts from a combination of analog and digital broadcast technologies to digital-only broadcasts, the margins currently available for hybrid tuners will be marginalized by lower cost digital-only tuners.
We expect that the worldwide PC-TV Tuner market may have peaked in value during 2008, at about US$ 1.4 billion. The economic downturn is expected to cause a revenue decline of about 15% during 2009, and we expect single-digit growth for 2010.
IP set top boxes are connected to the TV sets of subscribers to telcos' TV services in order to receive content from the telco headend. As the number of new telco TV subscribers has grown each year, so have the unit shipments of IP set top boxes. In 2008, the unit shipments grew 55%, and 2009 is looking like unit shipments will maintain the same level as 2008.
The report contains worldwide five-year total unit shipments, units with hard disk drives, HD unit shipments, ASP, and revenue broken down into seven geographic regions. Historical market share data is provided from 2006 to 2008. A bill of materials forecast for an HD IP set top box through 2013 details the components of IP set top boxes.
Digital Terrestrial TV Set Top Boxes 2009: Analog Shut Off Fuels Worldwide Market
The world is moving to digital terrestrial broadcasting, and the digital terrestrial television (DTT) set top box market is poised to benefit, with combined shipments tripling in 2008 to over 36 million units, and forecast to increase to 44 million in 2009. The market is expected to decline after 2009, as the analog shut off (ASO) that is fueling the shipments begins to play out.
This report contains complete annual shipment and revenue forecasts for both standard definition (SD) and high definition (HD) DTT set top boxes from 2006 through 2013. It includes the following data: -Annual SD and HD DTT set top box shipment and revenue forecasts through 2013 for the following regions: -Europe (including breakouts for France, Germany, Spain, UK, Central/Eastern Europe, and Scandinavia) -North America -Asia/Pacific (including a breakout for China/Korea/Japan) -Rest of World -Annual bills-of-materials (BOM) shipment and revenue forecasts through 2013 for all components in both SD and HD DTT set top boxes -Up-to-the-minute updates and analysis of ASO plans in 34 countries
DVD is on the decline in most parts of the world, while Blu-ray, having been crowned the winner of the format war, is on the rise. However, there are some issues to overcome, the main one being the high price.
In this report, we explore the issues facing these markets and what consumers in France, Germany, South Korea, Japan, the UK, and the US, have said when questioned about their purchase plans. Five-year forecasts for unit shipments, ASPs, and revenues are provided for DVD players, DVD recorders, Blu-ray players, and Blu-ray recorders. We also look at the bill-of-materials for DVD recorders and Blu-ray players and forecast the component pricing out five years.
Digital TV 2008: Shipments Increase While Revenues Flatten in Worldwide Market
The market for television sets is rapidly switching from analog to digital as broadcasters in North America, Western Europe, and Japan near government-mandated analog-to-digital switchover dates. However, the large consumer market in China is only at the beginning of the digital switchover while India is still discussing plans to make the switch.
Television set manufacturers are beginning to add new connectivity features to television sets, which will serve to maintain the television’s role as the center of household entertainment. These features include: direct Internet connectivity, with content offered through set manufacturer services; wireless network connectivity, which will let consumers connect to networked cable boxes, computers, gaming devices, PVRs, and DVD players. In addition, television manufacturers are now working with US cable companies to include next-generation tru2way two-way CableCard direct cable connection features on televisions marketed in the US.
This report additionally looks at prospects for the replacement of "can" television tuners with silicon tuners, which are expected to begin appearing in television sets beginning in 2009. It reviews what manufacturers are doing in these areas and then analyzes consumer attitudes toward these new connectivity options. It then forecasts growth of digital television shipments, by screen type and by region, through 2012.
The recent court ruling about Cablevision System's network DVR service has breathed new life into the development of network DVR services. While more litigation is likely, this report examines the potential impact of the court decision and network DVR services on cable TV operators, telco TV operators, equipment providers, and content providers.
MPEG video ICs are used in many consumer electronics and video delivery systems around the world. As those markets have grown, so has the need for MPEG video ICs. This report looks at several segments of the market for MPEG video ICs. -Consumer MPEG-2/4 Encoder/Codec ICs -Consumer H.264 Encoder/Transcoder/Codec ICs -MPEG Decoder ICs for DVD Players -MP@ML MPEG Decoder ICs for Online Networks -MPEG-2 MP@HL Decoder ICs -MPEG-4 ICs for Mobile Applications -H.264 Decoder ICs for Line-Powered Applications
Five-year unit, ASP, and revenue forecasts are provided for these segments, while worldwide unit and revenue share are provided for the following: -Consumer MPEG-2/4 Encoder/Codec IC -MPEG-2/4 DVD Decoder IC -MPEG-2 SD Decoder IC for Digital Cable Set-Top Box -SD MPEG-2 Decoder IC for Digital Satellite Set-Top Box Unit -SD MPEG-2 Decoder IC for Digital Terrestrial Set-Top Box -MPEG-2 MP@HL Decoder IC -MPEG-4 IC for Mobile Handsets -MPEG-4 IC for Other Mobile Applications -H.264 Decoder ICs for IP Set-Top Boxes -H.264 Decoder ICs for Blue Laser Disc Players/Recorders -H.264 Decoder ICs for Other Line-Powered Applications
This PowerPoint presentation provides a mid-year overview of the global digital set top box market. It discusses why digital set top boxes are important, addresses key trends shaping current product development, and examines the growth potential of all four digital set top box markets: cable, terrestrial, satellite/DTH, and IPTV. It also provides an aggregated worldwide digital set top box revenue and unit shipment forecast through 2012.
In addition, the presentation discusses key silicon suppliers for digital set top boxes, leading manufacturers of set top box products, and projects how the global market will change and evolve over the next few years.
Worldwide PC-TV Tuners: Driven by Digital Broadcasting
The market for PC-TV Tuners is quickly moving from analog to digital, driven by the increased pace of the broadcast television analog-to-digital switchover. In 2005, 60.1% of PC-TV Tuners shipped were analog, but the analog tuner market share dropped to 48.3% in 2006, and then to 39.7% in 2007.
During this same three year time period, digital broadcast television coverage spread rapidly in Western Europe and in the key Asian markets of Korea and Japan. These are markets with a strong tradition of watching over-the-air television programming rather than the premium services offered by Cable and Satellite television services.
The adoption of digital PC-TV Tuners will accelerate in Europe as Digital Terrestrial TV (DTT) services continue to expand. In Asia, China and India will present strong growth opportunities. North America is expected to see a surge during 2009, when analog TV is cut off, and new Mobile Digital Terrestrial TV (MDTV) services are introduced by major US TV stations.
PC-TV Tuners face challenges from a variety of other options that consumers have for obtaining video on their PCs, including easy-to-use Cable, TelcoTV, and satellite TV services, Internet distributed video content, IPTV services, and mobile broadband, such as 3G, Wi-Fi, and WiMAX.
The Worldwide Cable Set Top Box Market: Record-Setting Growth Continues
In 2007, the cable set top box market experienced record-setting growth, as both worldwide unit shipments and revenues reached new highs. Strong demand for basic digital cable set top boxes, especially in the Chinese market, coupled with sustained demand for advanced digital cable set top boxes in the North American market, is fueling the market growth.
Digital cable set top box unit shipments spiked to over 41 million units last year, up from 29.7 million units in 2006. Worldwide cable set top box revenues passed the $6 billion mark in 2007, up from $4.8 billion in 2006.
This report covers the market for cable TV set top boxes, with special emphasis on product manufacturers, market and technology trends, and the semiconductor content of the boxes. It also provides a digital cable set top box Bill of Materials forecast, an analysis of digital cable set top box profit margins, digital cable set top box manufacturer market shares for 2007, and worldwide unit shipment and revenue forecasts for the next five years.
Consumer Electronics Roll-Up 2008: DTV Set to Lead CE Products Market Growth
This report consolidates forecasts of sixteen consumer electronics product groups in three categories of products—personal computers and peripherals, consumer electronics products, and communications products. These forecasts have been used during 2007 in a wide variety of In-Stat reports, but the forecasts for each product have been extended through 2011.
Information for each product is presented in a table that is broken out by geographical region (North America, Europe, Japan, Asia/Pacific, and Rest of World). Each product table includes breakouts of unit shipments for each product by geographical region, regional percentage of worldwide shipments by year, year-to-year growth of each product by region, and CAGR by region. The report also includes additional detailed forecasts of product shipments by region worldwide. This information is presented in tables and each product category includes a graphical presentation of unit shipments through 2011.
The pay direct-to-home (DTH) industry is characterized by two broad growth patterns: maturing markets with decaying rates and high growth/emerging markets. Mature markets like those in North America and Western Europe stand in relative stark contrast to regions like Asia and Eastern Europe, where the markets are just emerging.
Both North America and Western Europe have relatively few pay-TV platforms—often a “duopoly” or “monopoly” prevails. This is in contrast to countries like Romania, which currently has five DTH providers, which paints differing growth prospects. In mature markets growth will come from premium services (HD and DVR/PVR) while emerging/high growth markets will experience a period of relatively robust subscriber acquisition likely followed by consolidation and a gradual decay in the growth rate. The emerging/high growth markets, by and large, will mirror, to some extent, the progression taken by the mature markets.
The IP set-top box market growth is reliant upon growth in telco TV subscribers. Since we saw a large jump in subscribers and deployments of telco TV in 2007, the IP set-top box market almost doubled.
Declines in component pricing will enable lower ASPs for IP set-top boxes each year. By 2010, the bill of materials will be less than US$50. The report includes worldwide five-year unit shipment, ASP, and revenue forecasts through 2012 for IP set-top boxes divided into six geographic regions: North America, Latin America, Western Europe, Eastern Europe, Middle East/Africa, and Asia/Pacific. Five-year forecasts are also provided for IP set-top boxes with specific features like DVR, HD, and digital TV tuners. Those worldwide forecasts are divided into the aforementioned geographic regions.
