High Definition DVD for the PC Market

Red Laser, Blue Laser, ODD, HD DVD, Blu-ray, Integrated Graphics Support, Platform Roadmaps

This study examines the market for high definition DVD support in the PC market. The market is segmented into consumer and business class machines and blue laser forecasts are provided for both. Further, the blue laser forecasts are broken down by format type, and forecasts are provided for each of the HD DVD, BD and universal optical disc drives. The report identifies the challenges supporting of HD DVD playback, and compares approaches using discrete graphics, integrated graphics and separate HD decoders.

What Questions Does This Report Answer?

  • What is the forecast for blue laser optical disc drives in the PC market?
  • What is the forecast penetration of blue laser ODD in the PC market?
  • Who are the key red laser and blue laser ODD vendors in the PC market?
  • What is the vendor market share of red laser and blue laser ODD suppliers?
  • What are the actual and relative costs of red laser and blue laser ODD including HD and BD formats?
  • How are those costs projected to change over time?
  • What are the cost drivers between HD and BD ODD implementations?
  • How is high definition DVD playback implementationed in desktops and notebooks?
  • What are the challenges for implementing HD and BD playback in PCs? What are the implications for the graphics subsystem and the software? What are the security implications?
  • How is the market for integrated and discrete graphics controllers changing?
  • Is there a business opportunity for HD accelerators in the notebook or desktop market?

Who Needs This Report?

  • Silicon Companies
  • PC Companies
  • PC Card Adapter Companies
  • Optical Disc Manufacturers
  • Studios
  • HD Player Application Developers
  • Financial and Investment Community

Table of Contents


Section 1.
EXECUTIVE SUMMARY

Section 2.
MARKET ISSUES
2.1. HD DVD Players in Personal Computers
2.2. Notebook System Forecasts
2.3. Blue Laser Optical Drive Adoption
2.4. Blue Laser Drives
2.4.1. Blue Laser ODD ASP and Revenue Forecasts

Section 3.
TECHNOLOGY ISSUES
3.1. HD DVD Playback: Notebook Implementations
3.1.1. Increased Complexity of HD DVD
3.1.2. Graphics Subsystems: Today and Tomorrow
3.1.2.1. Integrated Graphics Controllers
3.1.2.2. Discrete Graphics Controllers
3.1.3. System Power Implications
3.1.4. Notebook Platform Roadmaps and HD DVD Support
3.1.4.1. AMD
3.1.4.2. Intel
3.1.5. HD DVD Software
3.1.6. Data Security
3.2. Accelerator Products
3.2.1. Broadcom
3.2.1.1. Security Features
3.2.1.2. System Security
3.2.1.3. Graphics Driver Support
3.2.1.4. Toshiba Satellite
3.2.1.5. Outlook
3.2.2. Micronas
3.2.3. Toshiba SpursEngine
3.2.3.1. Toshiba Picks Up Sony Cell Manufacturing Line
3.2.3.2. From Cell Processor to SpursEngine
3.2.3.3. SpursEngine Processor Adds Some Hardware Decoders
3.2.4. Challenges and Opportunities

Section 4.
COMPETITIVE LANDSCAPE
4.1. Optical Drive Sources
4.1.1. Optical Disc Drive Market Leaders
4.1.2. Red Laser ODD Market Leaders
4.1.3. Blue Laser ODD Market Leaders
4.2. HD Optical Disc Drive Leaders
4.2.1. Lite-On
4.2.2. Asustek
4.2.3. LG
4.2.4. Panasonic
4.2.5. Philips
4.2.6. Samsung
4.2.7. Sony
4.2.8. Toshiba
4.2.9. Hitachi Joint Venture in China for BD
4.3. Pricing and Availability
4.3.1. PC ODD Survey
4.3.2. ODD Cost Estimates
4.4. Licensing

Section 5.
MARKET FORECASTS
5.1. Notebook Graphics Implementations and Forecasts
5.1.1. Toshiba
5.1.2. Dell
5.1.3. Sony
5.1.4. Acer
5.1.5. Lenovo
5.1.6. HP
5.2. Forecasting HD Accelerator Revenue

Section 6.
COMPANY LIST

Section 7.
ACRONYMS
SCOPE OF STUDY
SOURCES AND METHODOLOGY
NOTES



Tables
  • PC Brands: HD Format Support
  • Desktop Blue Laser ODD Shipments by Format, World Market, Forecast: 2007 to 2012
  • Business Desktop Blue Laser ODD Shipments by Format, World Market, Forecast: 2007 to 2012
  • Consumer Desktop Blue Laser ODD Shipments by Format, World Market, Forecast: 2007 to 2012
  • Notebook Blue Laser ODD Shipments by Format, World Market, Forecast: 2007 to 2012
  • Business Notebook Blue Laser ODD Shipments by Format, World Market, Forecast: 2008 to 2012
  • Consumer Notebook Blue Laser ODD Shipments by Format, World Market, Forecast: 2007 to 2012
  • Cost of HD DVDTM ROM and BD ROM Drives
  • HD DVD System Complexities
  • BOM Estimate for BCM HD Decoder MiniCard
  • Optical Disc Drive Corporate Mergers and Alliances
  • Announced HD DVD Drives

Charts
  • PC Market, Blue Laser Drive Shipments by Format, World Market, Forecast: 2007 to 2012
  • Blue Laser ODD Shipments by Format, Notebooks, World Market, Forecast: 2007 to 2012
  • Blue Laser ODD Shipments by Format, Desktops, World Market, Forecast: 2007 to 2012
  • Desktop and Notebook Shipments, World Market, Forecast: 2003 to 2012
  • Desktop Shipments, Consumer and Business, World Market, Forecast: 2003 to 2012
  • Notebook Shipments, Consumer and Business, World Market, Forecast: 2003 to 2012
  • Blue Laser ODD Penetration, Consumer PCs , World Market, Forecast: 2007 to 2012
  • Blue Laser ODD Penetration, Business PCs , World Market, Forecast: 2007 to 2012
  • Blue Laser ODD Shipments, Desktops, Consumer and Business, World Market, Forecast: 2007 to 2012
  • Blue Laser ODD Shipments, Notebooks, Consumer and Business, World Market, Forecast: 2007 to 2012
  • Blue Laser ASP by Format, World Market, Forecast: 2007 to 2012
  • Blue Laser Revenue by Format, World Market, Forecast: 2007 to 2012
  • Red Laser ODD Vendor Market Share, World Market, 2007
  • Blue Laser ODD Vendor Market Share, World Market, 2007
  • Notebook Shipments by Vendor, World Market, 2006
  • Notebook PCs Shipped by Form Factor, World Market, Forecast: 2003 to 2012
  • Notebook Graphics Implementations by Type, World Market, Forecast: 2007 to 2012
  • HD Accelerator ASP, PC Market Applications, Forecast: 2007 to 2012
  • HD Accelerator Revenue, Best Case, PC Market Applications, Forecast: 2007 to 2012

Figures
  • Intel Recommendations for HD Playback
  • Key Optical Drive Components
  • CPU Loading for Software Decode
  • Intel and AMD Architectures
  • ATI Radeon HD 2000 Discrete Graphics Controllers with HD Support
  • AMD Unified Video Decoder: Power Dissipation
  • AMD Notebook Roadmap
  • Intel Mobile Platform Roadmap
  • Illustration of Multiple Graphics Planes in HD DVD
  • Broadcom 70010/12 Media PC Accelerator Solution
  • Cell Processor Block Diagram
  • Toshiba SpursEngine Block Diagram
  • LG Optical Disk Drives
  • Sony VAIO Early 2007 with BD Support
  • Sony Vaio Late 2007 with BD Support