multimedia - what is the semiconductor opportunity? tuesday, may 22, 2007 penn club, new york jon...
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Multimedia - What is the Semiconductor Opportunity?
Tuesday, May 22, 2007Penn Club, New York
Jon Peddie, President, Jon Peddie Research
© 2007 Gerson Lehrman Group Inc., All Rights Reserved
Council Member Biography
Jon Peddie, Ph.D., is one of the pioneers of the graphics industry, starting his career in
computer graphics in 1962. After the successful launch of several graphics manufacturing
companies, Dr. Peddie began Jon Peddie Associates in 1984 to provide comprehensive
data, information and management expertise to the computer graphics industry.
Dr. Peddie lectures at numerous conferences on topics pertaining to graphics technology
and emerging trends in digital media technology. He is frequently quoted in trade and
business publications, and contributes articles to numerous publications including Upside
Magazine, OEM Magazine, and the Wall Street Journal. He is also the author of several
books including Graphics User Interfaces and Graphics Standards, High Resolution
Graphics Display Systems, and Multimedia and Graphics Controllers.
Dr. Peddie has also been the Founder and President of Jupiter Systems; Executive Vice
President of Comarc; President of Fluidyn systems; and the President and Founder of
Data Graphics.
© 2007 Gerson Lehrman Group Inc., All Rights Reserved
Table of Contents
► Latest products from Nvidia, AMD & Intel
► Graphics chips in DTVs, game consoles, PCs, handhelds and vehicles
► Breakdown of mobile phone parts suppliers
© 2007 Gerson Lehrman Group Inc., All Rights Reserved
About GLG Institute
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© 2007 Gerson Lehrman Group Inc., All Rights Reserved
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Jon Peddie ResearchJon Peddie Research
Jon Peddie Research Founded in 2001 - our 20th year Focus and emphasis on Digital Technology, Multi
Media, and Graphics Consulting and market research - Advisor to
industry leaders and financiers Bi-weekly report, various Digital Technology
Market Studies
The Business of Multimedia and Graphics
Jon Peddie ResearchJon Peddie Research
Multimedia Platforms
Five platforms– DTVs– Game Consoles– PCs– Handhelds
• Mobile Phones & PDAs• Game machines• Media players
– Vehicles
What do they have in common– What’s unique?
Jon Peddie ResearchJon Peddie Research
Multimedia PlatformsWhat do they have in commonPlatform Screen
Size CPU GPU/
Video
Memory Comm
DTV 17 - 60 RISC/DSP
Generic Semi, Disc Ethernet
Game
console
17 - 60 RISC Custom Semi, Disc Ethernet, Wireless
PC 17 - 30 CISC Generic Semi, Disc Ethernet, Phone, Wireless
Handheld 1.5 – 6 RISC/
DSP
Custom Semi, Flash, Disc
Wireless
Vehicles 3 - 9 RISC/
DSP
Generic Semi, Disc Internal Ethernet
Jon Peddie ResearchJon Peddie Research
PCs
The most segmented The second largest unit volume The most dynamic The highest market value
Jon Peddie ResearchJon Peddie Research
PC Platform suppliers
Apple Dell Fujitsu Lenvo HP Panasonic Sony
Jon Peddie ResearchJon Peddie Research
PCs Segments:
– Architectures• AMD• Intel
– Operating systems• Apple• Microsoft• Linux
– Desktops• Integrated• Discrete
– Mobile• Integrated• Discrete
Jon Peddie ResearchJon Peddie Research
PCs Intel
IntelProcessor
NorthBridge
Graphics memoryHigh-speed
DDRAM
South Bridge
GraphicsProcessor
Unit (GPU)
All that other stuff:USB, CD\DVD, HDD, audio, PCI, parallel serial, 1394, keyboard, IR, etc.
Integrated Graphics Controller (IGC), AKA integrated graphics chip, also integrated graphics processor (IGP)
The interface: AGP on oldersystems, PCI Express on the newer systems
System memoryHigh-speed
SDRAM
Frame buffer
FSB
Jon Peddie ResearchJon Peddie Research
PCs AMD
AMDProcessor HyperLink
to PCIeBridge
Graphics memoryHigh-speed
DDRAM
South Bridge
GraphicsProcessor
Unit (GPU)
All that other stuff:USB, CD\DVD, HDD, audio, PCI, parallel serial, 1394, keyboard, IR, etc.
PCI Express
System memoryHigh-speed
SDRAM
Frame buffer
Hyper-Links
MemoryBus
Jon Peddie ResearchJon Peddie Research
PC Market Growth
Q1'
04
Q3'
04
Q1'
05
Q3'
05
Q1'
06
Q3'
06
Q1'
07
Discrete Mobile
IGP Mobile
Discrete Desktop
IGP Desktop
05
10152025303540
Market Growth M unitsJon Peddie Research
Discrete Mobile
IGP Mobile
Discrete Desktop
IGP Desktop
Jon Peddie ResearchJon Peddie Research
PC Market Data
Discrete Mobile Market Share Q 1'07
AMD40%
O thers0%
Nvidia60%
Discrete Desktop Market Share Q 1'07
AMD40%
O thers1%
Nvidia59%
Desktop Graphics Market Share Q 1'07
Intel31.8%
Nvidia32% AMD
21%
VIA/S39%
O thers0%SiS
5%
IGC Desktop Market Share Q 1'07
SiS9%
VIA/S314%
AMD10%
Intel51%
Nvidia16%
Jon Peddie ResearchJon Peddie Research
PC Parts SuppliersVendor AMD
IGPAMD GPU
Intel
IGP
Intel
GPU
AMD Y Y Y Y
Intel N N Y ~
Matrox N Y N Y
Nvidia Y Y Y Y
SiS Y N Y N
VIA Y Y Y Y
Jon Peddie ResearchJon Peddie Research
Handhelds
The largest unit volume The most categories The most suppliers The second most dynamic The most regulated The most talked about
Jon Peddie ResearchJon Peddie Research
Mobile Phone Platform suppliers
LG Motorola Nokia Samsung Sony - Ericson
Jon Peddie ResearchJon Peddie Research
Handhelds
Mobile phones– Smart phones– Feature phones– Value phones
Game machines Media players
– Audio– A/V
Combos of all the above
Jon Peddie ResearchJon Peddie Research
Handhelds
Jon Peddie ResearchJon Peddie Research
Mobile Phone Market Data
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
0
100
200
300
400
500
600 Millions of units shiped per year worldwideJon Peddie Research
High-End 2006-10 CAGR: 25%
Midrange 2006-10 CAGR: 16%
Low-end 2006-10 CAGR: -1%
Jon Peddie ResearchJon Peddie Research
Mobile Phone Parts SuppliersCompany Country Application-Processor Co-Processor SoC IP Media-Processor
3Dlabs UK X
AMD US X X
ARM UK X
Broadcom US X X X X
DMP Japan X X
Freescale US X
GiQuilla US X
Imagination Technologies UK X
LSI/Agere US X
MagicEyes Korea X
Marvell US X X
MtekVision Korea X
Neomagic US X
NexusChips Korea X X
Nvidia US X X X
NXP (Philips) Netherland X X
Panasonic Japan X X
Qualcomm US X X
Renesas Japan X
Samsung Korea X
SMedia Taiwan X
ST Switzerland X X
Takumi Japan X
TI US X
Toshiba Japan X
Zoran US X