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

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.


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


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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


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?


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


PCs

The most segmented The second largest unit volume The most dynamic The highest market value


PC Platform suppliers

Apple Dell Fujitsu Lenvo HP Panasonic Sony


PCs Segments:

– Architectures• AMD• Intel

– Operating systems• Apple• Microsoft• Linux

– Desktops• Integrated• Discrete

– Mobile• Integrated• Discrete


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


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


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


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%


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


Handhelds

The largest unit volume The most categories The most suppliers The second most dynamic The most regulated The most talked about


Mobile Phone Platform suppliers

LG Motorola Nokia Samsung Sony - Ericson


Handhelds

Mobile phones– Smart phones– Feature phones– Value phones

Game machines Media players

– Audio– A/V

Combos of all the above


Handhelds


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%


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


Thank you

[email protected]

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