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  • Portable Multimedia Players: Converging Markets

    Back in 2007 Semico released a report forecasting PMPs would one day provide additional services other than video and music such as Mobile TV, GPS, WiFi, DVR, touch screens, gaming, etc - all of which has come to pass - only now, with all these additional features, what separates the PMP from a smart phone or tablet PC?

    Table of Contents: 
    TOC_MP102-11.pdf

  • MAP Model Executive Brief: xDSL Modems

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB02-11.pdf

  • MAP Model Executive Brief: Cable Modems

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB01-11.pdf

  • Semico Executive Brief: Mid-Range Cell Phones

    The cell phone market is separated into three categories, based on their total semiconductor dollar content over the forecast period. The three categories are basic, mid-range, and high-end. Mid-range cell phones have a total semiconductor content of $20 to $60 and will have a 2010-2014 CAGR of 2.3%, reaching ~755m units in 2014.

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB06-10.pdf

  • Semico Executive Brief: Basic Cell Phones

    The cell phone market is separated into three categories, based on their total semiconductor dollar content over the forecast period. The three categories are basic, mid-range, and high-end. Basic cell phones have a total semiconductor content of less than $20 and will have a 2010-2014 CAGR of 10.5%, reaching ~300m units in 2014.

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB05-10.pdf

  • Semico Executive Brief: High-End Cell Phones

    The cell phone market is separated into three categories, based on their total semiconductor dollar content over the forecast period. The three categories are basic, mid-range, and high-end. High-end cell phones have a total semiconductor content of greater than $60 and will have a 2010-2014 CAGR of 9.8%, reaching ~460m units in 2014.

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB07-10.pdf

  • Semico Executive Brief: DVD Video Recorders

    The DVD format is not dead. On the consumer side, the Americas are switching to Blu-ray, while Asia Pacific is still using standard DVD players. The WW market will reach ~110m units in 2014.

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB02-10.pdf

  • Semico Executive Brief: Blu-ray Players

    Blu-ray has had a slow introduction and even though the “format wars” have been over for a few years now, consumers are still confused about many of the benefits of converting to Blu-ray vs. staying with DVD. The WW market will grow to ~125m units in 2014, a CAGR of 55.8%.

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB03-10.pdf

  • Semico Executive Brief: Blu-ray Recorders

    The rate of growth for Blu-ray Recorders varies by region though Japan has had the most interest in Blu-ray Recorders due to Blu-ray first being introduced in that region, and Japan’s reliance on DVD Recorders over DVD Players. The WW market will grow to ~35m units in 2014, a CAGR of 69.4%.

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB03-10.pdf

  • Semico Executive Brief: DVD Video Players

    As usual in the electronics industry, the new generation of technology is due to replace the old. Blu-ray is in, and DVD is out. DVD players will see units declining in 2011 and by the end of the forecast period 18.4 million players will ship, most of which will be produced in Asia Pacific.

    The Executive Briefs cycle through 33 markets per year. Our analysts look to the segments that account for >80% of semiconductors, meaning our list of markets is fluid; we’re constantly adding new high growth markets to the list.

    Table of Contents: 
    TOC_MPEB01-10.pdf

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