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Introduction ...................................................................................................................... 1
Executive Summary ..................................................................................................... 2
Who Will Win in the Consumer Semiconductor Space in 2009 and Beyond?................. 3
Broadcom: The Big Will Get Bigger ............................................................................ 5
Marvell Technology: Well Positioned in Emerging Technologies ................................. 5
NVIDIA: Diversifying into the Low-End PC and Mobile Handheld Markets ............... 6
MediaTek: The Asian Tiger in the Semiconductor Industry .......................................... 8
STMicroelectronics: Broad Product Portfolio Across Multiple Markets ........................ 8
Zoran: Best Positioned to Withstand a Material Slowdown in Demand ........................ 9
Get Prepared For a Bumpy Ride in Consumer Semiconductors in 2009 ....................... 9
Consumer Semiconductor Industry Will Rebound in 2010 .......................................... 11
Play the Upgrade Cycle Game ..................................................................................... 12
Focus on Emerging Consumer Technologies .............................................................. 13
Consumer Electronics Market Overview ...................................................................... 13
Consumer Electronics Forecast by Segment .................................................................. 15
Consumer Semiconductor Industry Sales Forecast......................................................... 16
Next-Generation Electronics Will Drive the Majority of Consumer Silicon Content by
2012 ............................................................................................................................ 17
Long-Term Growth Drivers in the Consumer Semiconductor Market .......................... 18
Set-top Box Market Trends ............................................................................................... 19
Set-top Box Market Trends: Robust Upgrade Cycle...................................................... 20
Ramp in IPTV Set-top Box Deployments in 2010-2012 .............................................. 21
Key Growth Catalysts .................................................................................................. 21
Replacement Cycles Are Expected to Shorten Due to New Service Introductions ......... 24
Several Advancements in Set-top Box Semiconductor Content ..................................... 25
Set-top Box Semiconductor Market Competitive Landscape ....................................... 26
Needham’s Set-top Box Semiconductor Market Forecast ............................................. 28
Digital TV Market Trends ................................................................................................. 31
Digital TV Market Trends: Temporary Cyclical Slowdown, But Secular Growth Drivers
Remain Vigorous ......................................................................................................... 32
Key Growth Catalysts ................................................................................................... 33
Digital TV Replacement Cycles Speeding Up................................................................ 35
Digital TV Semiconductor Market Contains High-Dollar Silicon Content ................... 36
Despite a Near-Term Slowdown, the Digital TV Semiconductor Market Will Grow in
2010 ........................................................................................................................... 36
DTV Semiconductor Competitive Landscape................................................................ 38
Videogame and Handheld Console Market Trends ............................................................ 43
Videogame and Handheld Console Market Trends: Extending Beyond the Game
Machine ....................................................................................................................... 44
Handheld Game Console Market Exhibiting Healthy Unit Growth ............................. 48
Key Growth Catalysts ................................................................................................... 49
Increasing Functionality with Each Next-Generation Videogame Console .................... 50
Videogame Console Semiconductor Market ................................................................ 50
Handheld Game Console Semiconductor Market Could Be a Big Opportunity Longer
Term ........................................................................................................................... 51
Videogame Semiconductor Competitive Landscape Is Controlled by Few Suppliers ...... 52
Digital Still Camera Market Trends .................................................................................... 55
Digital Still Camera Market Trends: Will Hybrid Cameras Take Over the Market? ........ 56
Key Growth Catalysts ................................................................................................... 57
Digital Still Camera Semiconductor Content ............................................................... 58
Competition Is Fierce in the Digital Still Camera Market .............................................. 59
Digital Still Camera Semiconductor Market Is in a State of Transition .......................... 61
DVD Market Trends ......................................................................................................... 63
DVD Player Market Trends: Where Is the Ramp in Blu-ray? ........................................ 64
Blue-Laser DVD Discussion ........................................................................................ 65
Key Growth Catalysts .................................................................................................. 65
Needham’s DVD Semiconductor Forecast ................................................................... 67
DVD Semiconductor Competitive Landscape Is Heating Up........................................ 67
Portable Media Player Market Trends ................................................................................ 71
Portable Media Player Market Trends: Will PMPs Eventually Evolve into Mobile
Internet Devices? ......................................................................................................... 72
Outside of Apple, the PMP Market Is Highly Fragmented Worldwide .......................... 73
Key Growth Catalysts ................................................................................................... 73
Combo Chips Is a Growing Trend .............................................................................. 74
PMP Semiconductor Competitive Landscape Is Very Fragmented ............................... 75
Shrinking PMP Semiconductor TAM .......................................................................... 76
Video PMP Semiconductor Market ............................................................................. 77
Emerging Technologies and Market Trends ....................................................................... 79
Emerging Technologies and Market Trends: Applications that Will Drive the Future
Growth of Consumer Electronics and Silicon Content ................................................. 80
Mobile Internet Devices (MID) .................................................................................. 82
Mobile TV .................................................................................................................. 86
Hybrid High-Definition (HD) Cameras ...................................................................... 88
Digital Photo Frames (DPF)/Connected Displays ....................................................... 88
Netbooks .................................................................................................................... 90
Consumer Network-Attached Storage (NAS) and Home Media Servers ....................... 91
Emerging Consumer Semiconductor Companies ............................................................... 93
Mobile TV Semiconductor Suppliers ........................................................................... 96
Multimedia Processing Semiconductor Suppliers ......................................................... 98
Fabless ASIC and Software Design Tool Suppliers ....................................................... 100
High-Definition Wireless and Home Networking Semiconductor Suppliers ................. 102
Other Topics ..................................................................................................................... 103
Recent Stock Price History: Highly Volatile 2008… ................................................. 104
…But Since the Start of 2009, the CS Index Is Up 8% Year to Date ............................ 104
Current Valuation........................................................................................................ 106
Public Consumer Semiconductor Financial Metrics and Ratios .................................... 109
Supply Chain Inventory Analysis ................................................................................. 112
Industry Risks ............................................................................................................. 115
Glossary ...................................................................................................................... 116
Disclosures ................................................................................................................. 118
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