Google TV Announced with Intel, Sony, Logitech, Adobe, Best Buy, and DISH Network
This In-Sight presents In-Stat’s analysis of the Google TV announcement and its partnerships with industry heavyweights including Intel, Sony, Logitech, Adobe and Best Buy. Google has traditionally gone its own way (without partners), but its entry into the OTT (over-the-top) video market signals an understanding that it will need to align itself with others in the ecosystem to succeed. Even so, Google’s success is not guaranteed as competition from incumbents and new entrants is fierce.
This In-Sight includes the following: - Intel Atom partnerships - Description of Logitech’s “Buddy Box” and remote control - DISH Network’s combination of Pay TV with OTT video - Sony’s plans for embedding Google TV into new TV sets
The market is heating up for Silicon Tuners. In-Stat has unique and powerful data bases of product shipments, and insights into technology and market trends. This report provides a credible forecast for three categories of Silicon Tuners, presented for six specific geographic regions. The worldwide value of the Silicon Tuner market will nearly double within five years, topping US$ 500 Million in 2014.
Included in this report: - Estimates and forecasts of unit shipments of Silicon TV Tuners used in Cable TV, Digital Terrestrial, Satellite TV, and Personal Recording Devices - Estimates and forecasts of unit shipments of Silicon TV Tuners used in Integrated Digital TV (iDTV) sets - Estimates and forecasts of unit shipments of Satellite Silicon Tuners - Regional breakouts for SIX geographic regions - Estimates for the annual value of three categories of Silicon Tuners in SIX geographic regions - In-depth discussion of technology and market issues affecting the growth of the Silicon Tuner Market - Profiles of key Silicon Tuner vendors, including NXP, Trident, Microtune, Maxlinear, Fresco Microchip, ESS Technology, Elonics, Broadcom, ST Microelectronics, Silicon Labs, Texas Instruments, ANADIGICS, Abilis Systems and Xceive.
The transition from DVD to Blu-ray players and recorders is creating an opportunity for semiconductor vendors. This report includes a Bill-of-Materials (BOM) for DVD and Blu-ray players. It also includes the Total Available Market (TAM) for DVD and Blu-ray player semiconductors. Silicon vendor market shares for 2008 as well as discussion of the major silicon vendors round out the report.
The transition toward H.264 in the MPEG IC market continues as more and more service providers and applications take advantage of the lower bit rates enabled by the newer compression scheme. The report discusses vendor positioning in the market including who has entered and exited specific markets.
Worldwide five-year unit, ASP, and revenue forecasts are provided for the following segments: Consumer MPEG-2/4 Encoder ICs H.264 Encoder/Transcoder/Codec ICs MP@ML MPEG-2 Decoder ICs for Online Networks MPEG-2/4 Decoder ICs for DVD Players MPEG-2 MP@HL Decoder ICs H.264 Decoder ICs for Line-Powered Applications H.264/MPEG-4 ICs for Mobile Applications
Worldwide 2008 unit and revenue share are provided for the following segments of the MPEG IC market: Consumer MPEG-2/4 Encoder/Codec ICs MPEG-2 SD Decoder ICs for Digital Cable Set-Top Boxes MPEG-2 Decoder ICs for Satellite Set-Top Boxes MPEG-2 Decoder ICs for DTT Set-Top Boxes and SDTVs MPEG-2/4 DVD Decoder ICs MPEG-2 MP@HL Decoder ICs H.264 Decoder ICs for IP Set-Top Boxes H.264 Decoder ICs for Satellite Set-Top Boxes H.264 Decoder ICs for Cable & Terrestrial Set-Top Boxes and Digital TV Sets H.264 Decoder ICs for Blu-Ray Players H.264/MPEG-4 ICs for Mobile Handsets H.264/MPEG-4 ICs for Other Mobile Applications
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.
Image Sensors 2009: Camera Phones Continue to Dominate Shipments Worldwide
The 2008 area image sensor market saw strong growth, primarily coming from two applications: camera phones and embedded PC cameras. Camera phones comprised over 80% of all shipped image sensors in 2008, with recent growth coming from the continuing penetration of dual-camera phones used primarily in Asian markets.
Embedded PC cameras, although not a major force today, should become extremely popular over the next few years, with the majority of notebook PCs shipping with them by 2012. Embedded PC cameras are expected to surpass digital still cameras in 2011.
CCD continues to lose ground to CMOS in all applications, including digital still cameras, a market that was once dominated by CCDs. Although in years past CMOS had only been used in DSLR cameras, point-and-shoot digital cameras with CMOS are now on the market.
In 2008, CMOS sensors accounted for 87% of area image sensor shipments; by 2013, CCD is expected to comprise less than 4% of the total area image sensor market. This report focuses on the area-array image sensor market and provides both CCD and CMOS annual penetration into 11 separate applications through 2013.
