The Worldwide Market for Semiconductors and Software in Set-Top Boxes - 2007 Edition

SUMMARY

Description

In its recently-published report, "The Worldwide Market for Semiconductors and Software in Set-top Boxes - 2007 Edition," IMS Research provides an in-depth look at the components of digital set-top boxes. This study provides 5-year forecasts for the semiconductor and software content of the set-top box and delivers key findings such as:

• Spending on semiconductors in set-top boxes reached a low in 2005 and is forecast to grow 11% annually from 2006-2011.
• The advent of the set-top box as the home media gateway server is forecast to make the market for network interface modules grow at 20% annually.
• Rapid adoption of MPEG-4 AVC (H.264) decoder chips will be driven by cost decreases.
• Linux will ship on more than 30% of set-tops by 2011 as increased processor performance eliminates the need for real-time operating systems.
• Open standard interactive middleware will be active on 27% of deployed set-top boxes by the end of 2011.
• The rapid growth of Chinese cable and IPTV in 2006 resulted in NDS and other established CAS vendors to Tongfang and the IPTV CAS vendors

The report's features include:

• Detailed volume, price, and revenue projections for the set-top box bill of materials.
• Forecast for the advent of home multimedia networking.
• Market size estimates for each component for 2004 to 2006 with forecasts through 2011.
• Forecast of the transition from real-time operating systems to Linux.
• Forecast for GEM and OCAP deployments.
• Market shares of the top conditional access vendors.

Semis & Software in Set-top Boxes 2007 provides unique insights on the markets for the various technologies used in set-top boxes. It builds on IMS Research's comprehensive coverage of the set-top box marketplace and includes coverage of core MPEG decoder chipsets, front ends, RAM, Flash, Hard drives, I/O, power supplies, operating systems, interactive middleware, and conditional access.

TABLE OF CONTENTS

Chapter 1 - Intro, Scope, and Methodology

1.0 Introduction

• 1.1Scope
  • 1.1.1Product Definition
  • 1.1.2Objectives
  • 1.1.3Report Content
  • 1.1.4Quantitative Breakdowns
• 1.2Methodology
  • 1.2.1Information Sources
  • 1.2.2Forecasting Methodology

Chapter 2 - STB Market Overview

2.0 Introduction

• 2.1Set-top Box Product Mix
  • 2.1.1Set-top Box Feature Class Definitions
  • 2.1.2Set-top Box Product Mix by Feature Class
  • 2.1.3Set-top Shipments by Feature Class, Platform, & Broadcast Standard
  • 2.1.4Set-top Box Prices and Revenues
• 2.2Set-top Box Installed Base
  • 2.2.1STB Installed Base and Net Adds
  • 2.2.2Set-top Boxes Per Household
• 2.3The Influence of Video Codec & Broadcast Modulation Standards
  • 2.3.1Video Codec Standards
  • 2.3.2Audio Codec Standards
  • 2.3.3Conditional Access
  • 2.3.4Broadcast Modulation Standards
• 2.4Emerging Customer Needs
  • 2.4.1Digital Rights Management (DRM)
  • 2.4.2Home Media Networking
  • 2.4.3Place Shifting
  • 2.4.4Transcoding
• 2.5Government Intervention in STB Tech
  • 2.5.1Separable CAS in US Cable (7-07)
  • 2.5.2HDTV A/V Out Mandates in the US
  • 2.5.3MPEG-4 AVC HDTV DTT in France
  • 2.5.4Government Mandated Middleware

Chapter 3 - Semis in Set-top Boxes

3.0 Introduction

• 3.1RF Front Ends (Tuners & Demods)
  • 3.1.1RF Tuners
  • 3.1.2RF Demodulators
  • 3.1.3Servers 3 or More Video Tuners
  • 3.1.4RF Front Ends Installed in STBs
  • 3.1.5Satellite
  • 3.1.6Cable
  • 3.1.7Digital Terrestrial
  • 3.1.8DSL Modems (IPTV)
  • 3.1.9Regional Trends
• 3.2Video Decoders
  • 3.2.1Long-term Trends
  • 3.2.2Single-stream vs. Multi-Stream STBs
  • 3.2.3Single-decode vs. Dual-Decode DVRs
  • 3.2.4Video Codec Standards in STBs
  • 3.2.5Audio Codec Standards in STBs
• 3.3CAS Smartcard and Module Interfaces
  • 3.3.1CAS in Free-to-Air
  • 3.3.2Separable Conditional Access in US Cable (7-07)
  • 3.3.3Advanced Hardware Security
  • 3.3.4CAS Card & Module Interfaces Installed in Set-top Boxes
• 3.4Applications Processing, Graphics, Memory, and HDD Interfaces
  • 3.4.1Embedded Applications Processors
  • 3.4.2DRAM
  • 3.4.3Flash
  • 3.4.4Graphics Processors (Blitters)
  • 3.4.5Hard Disk Drive Buses
• 3.5Hard Disk Drives in DVRs
  • 3.5.1Effects of Large HDD Size
• 3.6A/V Outputs
  • 3.6.1SD Video Outputs
  • 3.6.2HD & Digital Video Outputs
  • 3.6.3Audio Outputs
• 3.7Digital I/O
  • 3.7.1Wide-Area Network Modems
  • 3.7.2Local-Area Network Interfaces
  • 3.7.3High Speed Serial and Other Peripheral Interfaces
• 3.8Power Supplies
• 3.9Bill of Materials Pricing and Revenue
  • 3.9.1Other Costs & Gross Margin
  • 3.9.2Front Ends
  • 3.9.3Core MPEG Decoder Chips
  • 3.9.4DRAM
  • 3.9.5Flash NVRAM
  • 3.9.6Hard Disk Drives
  • 3.9.7CAS Interface Hardware
  • 3.9.8A/V Output Port Semis (Back End)
  • 3.9.9WAN Modems
  • 3.9.10LAN Interfaces
  • 3.9.11Power & Other Semiconductors
  • 3.9.12Regional Trends

Chapter 4 - Software in Set-top Boxes

4.0 Introduction

• 4.1Key Trends
• 4.2Operating Systems
  • 4.2.1Factory OS Installations
• 4.3Interactive Middleware
  • 4.3.1Commercial Middleware APIs
  • 4.3.2Open Standards
  • 4.3.3IPTV Middleware

Chapter 5 - Conditional Access System Vendor Market Shares

5.0 Introduction & Methodology

• 5.1Conditional Access Vendors
• 5.2CAS Vendor Market Shares
  • 5.2.1Americas
  • 5.2.2Asia Pacific
  • 5.2.3Europe, the Middle-East, & Africa

Glossary