HDTV Silicon Sub-Component Revenues Anticipated to Grow from $5.48 billion in 2008 to more than $6.71 billion by 2011

PORTLAND, Ore. — Display Insights believes the outlook for the HDTV silicon ecosystem is strong due to recent innovations across functional partitions, maturing regional standards, combined with image quality and cost breakthroughs as outlined in its recently introduced 2008 report, The HDTV Silicon Ecosystem Revealed.

The complete report profiles 92 unique HDTV semiconductor companies and their products, including component-level pricing and company-specific roadmap analysis. The detailed findings uncovered a powerful inflection point among the 4 competing HDTV silicon sub-architectures that could dramatically alter current leadership positions. As example, today’s 4D sub-architecture, defined in the report by the number of discreet ASICs leveraged, their functional partitioning and the use of unified versus discreet memories, is anticipated to decrease from a dominant position of 58% market share in 2008 to 29% by 2011. The 4D sub-architecture’s corresponding system electronics bill-of-materials (BOM) is expected to decrease from $53 to $44 over the same time period. In contrast, today’s 3U sub-architecture is anticipated to be the fastest growing, with a CAGR of 29% yielding more than 54% market share by 2011. The 3U is also the only HDTV silicon sub-architecture to anticipate a component price increase, growing to a system electronics BOM of $39 by 2011.

“Due to the rapid change within sub-architecture design, the HDTV silicon ecosystem is expected to consolidate from today’s 100+ firms to 25-40 companies by 2011. This consolidation will likely result in 3 to 5 large firms that compete across all HD functions, along with 2-3 specialized firms within each primary HD silicon category. This consolidation is a logical next step as the industry pushes to achieve a region-free, single-die ASIC or multi-chip module (MCM) that physically and functionally integrates all of the required HDTV processing blocks,” said Christian Prusia, Chairman of Display Insights.

Display Insights’ 225+ page 2008 report, The HDTV Silicon Ecosystem Revealed is the result of a broad, collaborative effort across numerous industry insiders to provide clarity to the rapidly changing, previously undocumented HDTV silicon component market.

The complete report includes:

• Individual, component-level ASPs
• System-level BOM analysis
• Company-specific design wins
• Company-specific roadmaps
• Along with trend analysis through 2011

The report’s company-specific coverage independently analyzes:

• Silicon Tuners: 34 companies (13 being private) / 105 products
• Demodulators: 42 companies (18 being private) / 116 products
• MPEG processors: 35 companies (16 private) / 110 products
• Image processors: 28 companies (7 private) / 104 products
• Interconnects (including wireless HD): 17 companies (14 private) / 64 products

For more information about Display Insights new 2008 Silicon Report “The HDTV Silicon Ecosystem Revealed,” contact Arie Braun at 800-515-3642 or info@displayinsights.com.