COMPUTEX TAIPEI e-Newsletter
COMPUTEX TAIPEI
michael1 at edm1.arcoedm.com.tw
Mon Aug 31 01:35:33 CDT 2009
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August
30 2009
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*
Ready to Take Off…
BD is About to Hit the Road
*
The battle of next generation optical storage media has finally drawn its
curtain while the major eight image pictures in the United States claimed to
fully support Blu-ray Disc format. The new named storage market has taken
off to drive the whole business and marketing strategies. Shortly, the total
global production volume of Blu-ray Disc has reached to 30 million pieces by
2008. While the unit price of Blu-ray Disc has rapidly slid down to US$ 2 or
$3, the Blu-ray Disc Association (BDA) has estimated a significant climb of
total production volume to achieve 152 million disks by 2010. This figure is
expected to generate more than 280 million Blu-ray Discs in 2011 as well.
With such a huge business potential as well as prospective high-definition
entertainment market ahead, the Asian biggest and global leading ICT
exhibition - COMPUTEX TAIPEI - is the must-visit platform to picture the
latest digital storage media trends and developments.
*Strong Taiwan BD Supply Chain*
Looking back to COMPUTEX TAIPEI 2009, we have seen quite some Taiwan
suppliers showcase numerous Blu-ray products. Among all, RITEK and CMC both
represented the latest Blu-ray Discs product ranges at the show ground.
RITEK has also announced to launch its BDA certified 50GB Blu-ray Disc in
the second year of 2009. Apart from some Japanese companies, RITEK is not
only the first manufacturer in Asia who has the capability of supplying BDA
standard Blu-ray Disc, but also the only permitted disc provider in Taiwan.
Meanwhile, two of the top three BD player manufacturers including Hitachi LG
Data Storage (HLDS) and Philips & Lite-On Digital Solutions Corporation
(PLDS) also introduced 4X BD Slim serial and 8X BD Combo to grab the market
attention. Lite-On, who has cooperated with Philips, is expected to benefit
from BD patent cost with better price advantage in the long run. Quanta
Storage Inc (QSI), however, has to relay on its mother company Quanta
Computer Group to maintain its global No. 1 NB supplier status to deliver
stable BD demand.
While key components such as chipset and spindle motor account for more than
25% of total cost in the whole process of BD player manufacturing, Taiwan
suppliers who have advantages in cost control as well as flexible production
line are expected to become the key force to increase new product adoption
rate with affordable price in the end market. Companies who have involved in
BD technologies and innovations are chipset pioneers Mediatek and Sunext
Technology; spindle motor supplier Delta; BD player providers QSI, BenQ,
PLDS, ASUS; disc manufacturers RITEK, CMC, Daxon as well as software
developer Cyberlink. The complete supplier chain in Taiwan means lower cost
in BD hardware and software too.
*Taiwan** Suppliers in BD Industry*
**
Source: Topology Research Institute, 2009/8
*Otaku Economy to Accelerate Future Growth*
The global financial storm has deeply impacted the overall purchasing power
in every sector. While many researches found people tend to stay at home and
spend their leisure time indoor, demands for home entertainment have also
increased nowadays. The so-called Otaku Economy (Stay-at-home Economy)
suddenly becomes the new marketing term that many retailers have launched
different special promotions to meet these emerging customers’ needs. The
biggest on-line retailer Amazon, for example, recently presented discounted
BD format movies. Some of these bargain BD movies were new blockbusters. The
market is expected to drive out new buying force especially when the tag
price drops below US$40.
In Japan, some suppliers also introduced several BD Players cheaper than
50,000 Japanese Yen. Following the step of Sony in 2008; Sharp, Panasonic
and Pioneer also launched a variety of entry-level options with the price
ranging from 30,000 to 50,000 Japanese Yen by 2009. Nevertheless, high-end
BD Player such as the forth generation Pioneer BD Player with the highest
48bit Deep Color technology will also be announced in the third season of
2009. The price of this top model is therefore between 50,000 and 80,000
Japanese Yen. Researches also indicated that more than half of consumers in
Japan have shifted to BD formats. The BD market in Japan has generally built
up its stronger adoption rate as well as competitive cost efficiency than
other markets.
*Fun with 3D Home Entertainment *
The vital function of BD Live with Internet support further connects BD with
online content suppliers, multi-media service providers, network solution
providers as well as associated industries. Customers are able to
communicate with Internet easily via LAN-input embedded BD Player. This
great on-demand feature allows users to view high-definition digital TV
programs or movie images with just a click away. Panasonic has taken the
lead to embed YouTube and Amazon Video on Demand reception functions into
its BD Players too.
Moreover, Hollywood film makers have committed to taking the advantage of BD
Live to develop with Bare Eye View 3D technology to enhance the added-value
of BD Players. The market is further forecasted to grow up with Hollywood
film industry too. Our future life will be fully surrounded with PCs, NBs,
online games, gaming machines, Internet TVs as well as instant chatting.
Traditional household based marketing concept is no longer enough to
describe individualized consuming behavior. BD related products will extend
the next generation lifestyle with unprecedented imagination.
BD in 2009 has certainly stepped into a year of large-scale production.
COMPUTEX TAIPEI 2010 (June 1 to 5) thus is expected to cover a full range of
BD solutions not only BD Disc, BD Combo, BD Player but also related consumer
electronic products such as stereo systems, high-definition LCD TVs,
projectors, PCs, NBs as well as wireless communications, fiber optics,
Internet content service providers and video streaming platforms. The power
of BD surely accelerates global ICT industry into a new era.
*Taiwan WiMAX CPE Shipment Value Forecast to Grow in '09; WLAN Shipment
Value to Fall * **
According to research of the Taipei-based Market Intelligence & Consulting
Institute, shipment value of the Taiwanese wireless communications equipment
industry in the full-year 2009 is forecast to reach US$3.22 billion, down
approximately 14.4% compared to 2008.
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