This is a study on the DVD market, players, and recorders, in every
type of consumer electronics device, in computers, and in industrial
systems.
The DVD market is huge and getting larger, very rapidly. No longer
limited to home entertainment playback boxes, it is being combined
with increasing numbers of consumer electronics products: computers,
portable devices, appliances and industrial systems—DVD is everywhere.
This report discusses all of these form factors plus the new integrated
combo systems with DVDs in them, and offers four-year forecasts and
market trends. We have also provided forecasts and market trends for
portable DVD, vehicle DVD, and DVD recorders. We include a discussion
of DVD semiconductor components, their suppliers, and the software
decoders and editing systems.
The study is a supply-side report primarily focused on drive shipments
and subsequently on products with DVD drives in them. There is also
a discussion on the semiconductors used in DVD systems, the media,
the end-user software, and the technology including some discussion
on copy protection.
The report covers the companies, and some of the suppliers' products;
market data (i.e., shipments, sales, forecasts, etc.) is provided
for the DVD platforms.
There is also a look into the future both in market forecasts and
in technology.
Introduction 1
Executive Summary 2
Recordable Formats
3
Summary of market size 4
Integrated 5
Computers 5
Vehicle 6
Portables 6
Camcorders 6
Others 7
Media 7
Semiconductors 7
Future 8
Region market data 8
Methodology 9
Terminology 9
History of DVD 9
Technology 11
Basic Definitions 11
What is a DVD? 11
Specifications & Formats
12
DVD compared to DSS
13
DVD compared to Laserdisc
13
DVD video compared
to videotape 14
Audio output of DVD
player 14
Video Aspect Ratio
15
Video Compression
Standards 15
Recordable Formats 16
DVD Audio 16
DVD+R (DVD+Recordable)
17
DVD-R 17
DVD-RAM 17
DVD-ROM 17
DVD+RW 17
DVD-RW 17
DVD-Video 17
DVD+RW Alliance 19
DVD Forum 19
What are the differences? 20
Key Features 20
Write-Once 20
Rewritable DVD 21
Precise Data Addressing
21
Defect Management
21
Disk Formatting 21
Mt. Rainier Specifications
22
Market realities 22
vInterface 23
Software 23
End of the war? 23
DVD-Multi 23
Dual RW
24
Summary 24
Copy protection and Digital Rights Management
24
Content Scrambling
System 25
DVD Copy Control Association
26
DVD Region Coding
27
WG9: DVD Forum working
group for copy protection. 27
DVD Analog Copy Protection
27
MacroSafe 28
Combating Piracy with
Copy-protection Solutions 28
Decaying DVDs 28
DVD-Audio Copy Protection
29
321 Studios 30
Licensing 31
DVD6C 31
3C Group 32
DVD Forum 32
Digital Darwinism 33
Convergence: The DVD platform 36
DVD + TV 38
DVD + Web access 39
PCFriendly 40
Phoenix Technologies
and InterActual Technologies 40
FirstView Connect
Features 41
The DVD as Home Gateway
42
Intel Digital Media
Adapter 43
Oak Technologies 43
Digital 5 44
The software side of the DVD platform 47
Planetweb 47
Mediabolic 48
InterActual 48
Market Segments and Size 50
DVD players, all types 51
DVD recorders, all types 51
DVD players and recorders, all types 52
Market Segments Size and Definitions 53
Platforms 53
Stand-alone CE devices
(set-top box) 54
U.S. households transition
to DVD 56
Stand-alone Consumer
Electronics Players (CE-Ps) 59
Recorders 61
Shortage of pick-up
heads for DVD+RW and DVD-RW drives 64
Stand-alone Consumer
Electronics Recorders (CE-Rs) 64
Integrated CE (TV,
DVR, A/V systems, others) 65
Integrated Consumer
Electronic Players (ICE-Ps) 66
Integrated Consumer
Electronic Recorders (ICE-Rs) 67
Computer 69
Computer-based
Stand-alone Players (C-Ps) 69
Computer-based
DVD recorders (C-Rs) 71
Computer segments
73
Mobile Computer segments
73
Vehicle 75
Vehicle-based Stand-alone
Players (V-Ps) 76
Personal mobile 77
Personal
mobile players 78
Personal
mobile recorder/players 80
Personal
mobile camcorders 81
Other 82
Media 83
Semiconductors 85
Overview of semiconductor
suppliers 87
Recordable products 112
Deinterlacing 122
Video Processing in the Computer 126
DVD Gateway Semiconductors 129
DVD Decoding and Encoding Software 133
DVD-creation software 136
The Future 155
HD DVD or the ÒBlue laserÓ 155
Sony shows its first
Blu-ray Disc recorder for consumers 158
Nichia, Sony collaborate
for blue-violet laser production 158
3D Holographic (Holomems) 159
DVD hybrid disks:
Kodak's CD-PROM 160
DivX does HDTV on
standard DVD 161
Fluorescent Multilayer
Disc (FMD) 162
MultiLevel (ML) 164
Small disk (DataPlay,
Philips, Sony) 166
Ultra/super-density
(MO) optical 166
Appendix 1
Glossary 1
VCD/SVCD 2
Industry TV display standards 2
Table of Figures
Figure 1. Total DVD Player/Recorder market size 4
Figure 2. History of DVD 10
Figure 3. Recordable DVD format introduction 18
Figure 4. DVD formats 18
Figure 5. Popularity of Digital Entertainment sources 36
Figure 6. Sales of TV/VCRs in U.S. market since 1991 39
Figure 7. Phoenix's FirstView Connect software stack 41
Figure 8. Oak Technologies' MaestroLink 43
Figure 9. Digital 5's Netplay 45
Figure 10. Digital 5's software stack 46
Figure 11. DVD players worldwide 51
Figure 12. DVD recorders worldwide 52
Figure 13. DVD penetration in U.S. households 56
Figure 14. VHS rentals are declining as DVD rentals grow in the U.S.
57
Figure 15. CE STB players shipped per year worldwide 60
Figure 16. VCRs vs. DVD players in the U.S. 61
Figure 17. VCRs vs. VHS cassettes in the U.S. 62
Figure 18. Ratio of VHS cassettes to VCRs in the U.S. 63
Figure 19. CE STB recorders shipped per year worldwide 65
Figure 20. Integrated CE players shipped per year worldwide 67
Figure 21. CE integrated recorders shipped per year worldwide 68
Figure 22. Total computer-based DVD players shipped per year worldwide
69
Figure 23. Mobile and Workstation Computer-based DVD player shipments
70
Figure 24. Desktop computer-based DVD player shipments 71
Figure 25. Total computer-based DVD recordable systems shipped per
year worldwide 72
Figure 26. Mobile x86-based recordable DVD shipments 73
Figure 27. Penetration of recordable DVD drives in mobile computers
74
Figure 28. Total vehicle-based DVD player systems shipped per year
worldwide 76
Figure 29. Total portable DVD players shipped per year worldwide 79
Figure 30. Total portable DVD recorder/players shipped per year worldwide
80
Figure 31. Total camcorder-based DVD recorder/players shipped per
year worldwide 81
Figure 32. Total Other-based DVD players shipped per year worldwide
82
Figure 33. Recordable DVD media production and forecast 84
Figure 34. Total semiconductor DVD market 86
Figure 35. Market share DVD decoder chips 88
Figure 36. ALi's M3351 single-chip DVD controller 91
Figure 37. Cirrus Logic's 98200 DVD combo controller 94
Figure 38. ESS's SoC plan 101
Figure 39. National's Geode SC1200 110
Figure 40. Philips' pnx7100 DVD+R/W controller 111
Figure 41. Sigma Design's EM8500 116
Figure 42. Zoran's Activa 100 reference design 121
Figure 43. Market share among DVD semiconductor decoder suppliers
122
Figure 44. Digital 5's Netplay DVD interface 130
Figure 45. Digital 5's client software stack 130
Figure 46. DVD authoring market 136
Figure 47. Microsoft DVD software platform 137
Figure 48. Market share among DVD software decoder suppliers 154
Figure 49. Blu-ray cartridge 156
Figure 50. Blu-ray compared to red 4-GByte DVD 157
Figure 51. Fluorescent Multilayer Disc (FMD) 162
Table of Tables
Table 1. All DVD ROM, RAM, and RW shipments for all platforms 4
Table 2. All CE STB players and recorders 5
Table 3. All Integrated CE players and recorders 5
Table 4. All segments of computer-based DVD players and recorders
5
Table 5. All vehicle-based DVD players 6
Table 6. All portable players and recorders 6
Table 7. All camcorder DVD players and recorders 6
Table 8. All Other-based DVD players and recorders 7
Table 9. All recordable DVD media shipments 7
Table 10. All semiconductors for DVD market 8
Table 11. DVD physical specifications 12
Table 12. DVD regions 27
Table 13. InterActual estimated titles 49
Table 14. DVD ROM, RAM, R, and RW shipments for all platforms 52
Table 15. Top ten DVD rentals on Amazon 58
Table 16. Top ten rental DVDs 58
Table 17. CE STB players 60
Table 18. CE STB players and recorders 65
Table 19. Integrated CE players 67
Table 20. Integrated CE players and recorders 68
Table 21. All segments of computer-based DVD players shipped
per year worldwide 71
Table 22. All segments of computer-based DVD players and recorders
shipped per year worldwide 72
Table 23. Mobile x86-based recordable DVD shipments per year worldwide
74
Table 24. Vehicle-based DVD players 77
Table 25. A sampling of available portable DVDs on the market. 78
Table 26. Portable DVD players 79
Table 27. Portable recorder/players 80
Table 28. Camcorder DVD recorder/ players 81
Table 29. Other-based DVD players 82
Table 30. Recordable DVD media shipments 84
Table 31. Total semiconductor DVD market 87
Table 32. Cirrus' competitive position. 95
Table 33. Feature list of various software decoders 135
Table 34. U.S. households data 1
Table 35. Blu-ray specifications 2
