Approximately 61.4 million PC graphics devices shipped from eight suppliers in Q2 2005 is a two per cent increase over the previous quarter and a 12.9 per cent increase over the same period last year.
Integrated graphics chipsets, meaning chipsets that include graphics for low cost desktop and
mobile computers, continue to gain ground and Intel is the major supplier of these parts. However, the entire graphics market saw an increase during a traditionally slow period. ATI was the big winner and gained in market share in all but one segment, mobile integrated where Intel’s Centrino program continues to do well.
Digital TV drives new markets for semiconductor makers
The ATV (Advanced Television) Report by analyst Henry Choy is the first report that looks at the semiconductor companies vying for the jackpot in digital TV from the perspective of an experienced industry insider. Choy, has held senior level positions in the graphics, video, and multimedia industry during a career that has spanned 19 years. He profiles the varied competitors that are addressing this market with different components. The report includes market share information, trends, and provides detailed product descriptions.
Choy notes that only five companies now control 70 per cent of the total market and yet none of them provide a true single chip solution from tuner to low voltage differential signaling (LVDS) for digital TV. In fact there are over 30 companies supplying components and there are a variety of ways the natural trend towards consolidation and integration could happen.
Or not. In fact, argues Choy, a single chip solution might not be in the cards for this industry even though many hope to be the “”Intel”” of the digital television market.
What is in the cards for this industry is rapid growth now that demand for digital television is growing among consumers worldwide. Worldwide, ATV semiconductor revenue doubled from $197 million in 2003 to $402 million in 2004. JPR’s ATV report expects the market for ATV components to grow 37 per cent to $1.9 billion to 2009.