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Multimedia - What is the Semiconductor Opportunity? Tuesday, May 22, 2007 Penn Club, New York Jon Peddie, President, Jon Peddie Research.

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Presentation on theme: "Multimedia - What is the Semiconductor Opportunity? Tuesday, May 22, 2007 Penn Club, New York Jon Peddie, President, Jon Peddie Research."— Presentation transcript:

1 Multimedia - What is the Semiconductor Opportunity? Tuesday, May 22, 2007 Penn Club, New York Jon Peddie, President, Jon Peddie Research

2 © 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.

3 © 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

4 © 2007 Gerson Lehrman Group Inc., All Rights Reserved About GLG Institute GLG Institute (GLGi SM ) is a professional organization focused on educating business and investment professionals through in-person meetings. It is designed to revolutionize the professional education market by putting the power of programming into the hands of the GLG community. GLGi hosts hundreds of Seminars worldwide each year. GLGi clients receive two seats to all Seminars in all Practice Areas. GLGis website enables clients to: Propose Seminar topics, agenda items and locations View and RSVP to scheduled and proposed Seminars Receive a daily briefing with new posts on your favorite tickers, subject areas and from trusted Council Members Share Seminar details with colleagues or friends

5 © 2007 Gerson Lehrman Group Inc., All Rights Reserved Gerson Lehrman Group Contacts John Aronsohn Vice President Gerson Lehrman Group 850 Third Avenue, 9th Floor New York, NY 10022 212-984-3673 jaronsohn@glgroup.com Christine Ruane Senior Product Manager Gerson Lehrman Group 850 Third Avenue, 9th Floor New York, NY 10022 212-984-8505 cruane@glgroup.com

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7 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

8 Jon 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 –Whats unique?

9 Jon Peddie Research Multimedia Platforms What do they have in common PlatformScreen Size CPUGPU/ Video MemoryComm DTV17 - 60RISC/D SP GenericSemi, DiscEthernet Game console 17 - 60RISCCustomSemi, DiscEthernet, Wireless PC17 - 30CISCGenericSemi, DiscEthernet, Phone, Wireless Handheld1.5 – 6RISC/ DSP CustomSemi, Flash, Disc Wireless Vehicles3 - 9RISC/ DSP GenericSemi, DiscInternal Ethernet

10 Jon Peddie Research PCs The most segmented The second largest unit volume The most dynamic The highest market value

11 Jon Peddie Research PC Platform suppliers Apple Dell Fujitsu Lenvo HP Panasonic Sony

12 Jon Peddie Research PCs Segments: –Architectures AMD Intel –Operating systems Apple Microsoft Linux –Desktops Integrated Discrete –Mobile Integrated Discrete

13 Jon Peddie Research PCs Intel Intel Processor North Bridge Graphics memory High-speed DDRAM South Bridge Graphics Processor 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 older systems, PCI Express on the newer systems System memory High-speed SDRAM Frame buffer FSB

14 Jon Peddie Research PCs AMD AMD Processor HyperLink to PCIe Bridge Graphics memory High-speed DDRAM South Bridge Graphics Processor Unit (GPU) All that other stuff : USB, CD\DVD, HDD, audio, PCI, parallel serial, 1394, keyboard, IR, etc. PCI Express System memory High-speed SDRAM Frame buffer Hyper- Links Memory Bus

15 Jon Peddie Research PC Market Growth

16 Jon Peddie Research PC Market Data

17 Jon Peddie Research PC Parts Suppliers VendorAMD IGP AMD GPU Intel IGP Intel GPU AMDYYYY IntelNNY~ MatroxNYNY NvidiaYYYY SiSYNYN VIAYYYY

18 Jon Peddie Research Handhelds The largest unit volume The most categories The most suppliers The second most dynamic The most regulated The most talked about

19 Jon Peddie Research Mobile Phone Platform suppliers LG Motorola Nokia Samsung Sony - Ericson

20 Jon Peddie Research Handhelds Mobile phones –Smart phones –Feature phones –Value phones Game machines Media players –Audio –A/V Combos of all the above

21 Jon Peddie Research Handhelds

22 Jon Peddie Research Mobile Phone Market Data

23 Jon Peddie Research Mobile Phone Parts Suppliers CompanyCountryApplication-ProcessorCo-ProcessorSoCIPMedia-Processor 3DlabsUKX AMDUSXX ARMUKX BroadcomUSXXXX DMPJapanXX FreescaleUSX GiQuillaUSX Imagination TechnologiesUKX LSI/AgereUSX MagicEyesKoreaX MarvellUSXX MtekVisionKoreaX NeomagicUSX NexusChipsKoreaXX NvidiaUSXXX NXP (Philips)NetherlandXX PanasonicJapanXX QualcommUSXX RenesasJapanX SamsungKoreaX SMediaTaiwanX STSwitzerlandXX TakumiJapanX TIUSX ToshibaJapanX ZoranUSX

24 Jon Peddie Research Thank you Jon@jonpeddie.com


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