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.

Each Executive Brief follows the same format with 4 pages of information filled with tables and figures including:
• Table: Forecast by Units, Revenues, and ASPs
• Table: Semiconductor Content
• Table: Geographic Production
• Figure: 2010 Semiconductor Content % of Total
• Figure: Semiconductor Dollar and Unit TAMs in Millions
• Figure: Quarterly Geographic Change
• Figure: Semiconductor Wafer Demand by Process Node

These markets are taken from the Semico MAP Model, our online database that is updated throughout the year and tracks a 5-year production forecast and 5+ years of history. Our forecast includes a geographical breakout including: The Americas, Asia Pac, China, Europe, and Japan.

Together, the Executive Briefs include ~300 tables and figures & 132 data rich pages.