Q1'08 World-Wide TV IC Market Up 26% Y/Y; Mediatek Replaces Trident as the Market Leader

AUSTIN, Texas — In recently published shipment data for the Quarterly TV Electronics Report, DisplaySearch reported that the world-wide market for TV ICs was 26.6 million units in Q1’08, up 26% from Q1’07. Shipments were down 6.4% from Q4’07, as TV set makers cut back in line with seasonality.

Mediatek took the #1 spot with a 19.5% share, as design wins at Samsung reached mass production and demand grew from Taiwanese ODMs. Trident fell to #2 with a 15.7% share, down from 18.9%, which tied for #1 with Mediatek in Q4’07. Uniquely, Zoran actually managed to increase shipments in the quarter, to 1.9 million units as design wins at ODMs came to fruition, as shown in Table 1.

Table 1: Q1’08 Top Five TV IC Suppliers by Unit Shipments (in thousands)

Rank   IC Supplier    Q1'07    Q4'07    Q1'08   Share
----   -----------   ------   ------   ------   -----
1      Mediatek       2,450    5,400    5,200   19.5%
2      Trident        5,100    5,400    4,200   15.7%
3      Genesis        2,600    3,595    3,100   11.6%
4      MStar            320    2,300    2,200    8.2%
5      Zoran            675    1,500    1,900    7.1%
       Others        10,088   10,315   10,078   37.8%
                     ------   ------   ------
       Total         21,233   28,510   26,678

* Two IC vendors can occupy the same system board for different functions, like MPEG decoding and video processing.

“These results show the growing power of ODMs in shaping the TV industry,” said Paul Gray, Director of European TV Research at DisplaySearch. “The battles in TV chips are by no means over, as we see a new market leader emerge this quarter.”

This shipment data will be followed shortly by the full Quarterly TV Electronics Report including shipments, forecasts and analysis in mid-July. Contact your local DisplaySearch representative for details and pricing.