TechTrends just issued a press release about their study on the set-top box market. They're predicting 100% growth in 2001. Anybody got an opinion as to how much effect this will have on WIND?
techtrends.com
New TechTrends Study Forecasts 100% Growth for Digital Cable Set-Top Box Market in 2001
A Dramatic Increase in Deployments of New Products from Consumer Electronics Vendors Will Drive Market Growth
BOSTON --October 31, 2000 -- Consumer electronics manufacturers are poised to take market share from traditional set-top box makers, according to a new study published by TechTrends, Inc. Next year, half of North America's leading cable operators will deploy digital set-top boxes from Panasonic, Philips, Pioneer or Sony, at the expense of Motorola and Scientific-Atlanta.
According to TechTrends' research, Motorola and Scientific-Atlanta will command a combined 92% of North American digital cable set-top box deployments in 2000. In 2001, however, their combined share will decline to 70%, as deployment increases of more than 800% boost the collective market share of Panasonic, Philips, Pioneer and Sony from 5% to 25%.
"OpenCable, the U.S. standard for set-top box interoperability, is helping to shift the balance of power away from traditional set-top box makers," said Todd D. Wiener, managing director. "Now, consumer electronics manufacturers have an unprecedented opportunity to develop digital set-top boxes for the cable industry and challenge the market dominance of Motorola and Scientific-Atlanta."
The new study, entitled "Digital Cable Set-Top Boxes: North American Deployments in 2000-2001," finds that in 2001, set-top boxes from consumer electronics companies will constitute a large portion of many cable operators' overall deployments:
Cablevision Systems -- 83%
Cox Communications -- 42%
Time Warner Cable -- 29%
AT&T Broadband -- 27%
Vidéotron Communications -- 19%
Cablevision's deployments of digital cable set-top boxes will grow by 600% in 2001, the largest increase of any operator. Nearly all of this increase will result from the company's commitment to deploy a large number of Sony set-top boxes in New York. Cablevision's retail subsidiary, The Wiz, would be a logical distribution channel for selling these boxes to consumers who sign up for digital cable service in the store.
"Cable operators understand the importance of acquiring customers at retail," said Wiener. "That's one reason why they prefer to deal with vendors who have strong brand recognition and retail clout. In the future, traditional set-top box makers like Scientific-Atlanta may have a disadvantage, since most consumers and retailers are unfamiliar with them."
About the Study
Published in October 2000 and priced at $495, "Digital Cable Set-Top Boxes: North American Deployments in 2000-2001" examines which digital cable set-top boxes are being deployed by the leading cable operators in the U.S. and Canada. The study provides current estimates and 2001 forecasts for installed base and market share, segmented by set-top box model, manufacturer and cable operator.
To learn more about this report, click here.
About TechTrends, Inc.
TechTrends, Inc. is a global provider of market intelligence and strategic business reports, focusing on the convergence of the Internet and the consumer electronics industry. The company's research and consulting activities address three key themes - Interactive Television, The Mobile Internet and The Digital Home.
Within these areas, TechTrends evaluates critical technology, market and consumer issues for digital set-top boxes, TV-based e-commerce, satellite and cable TV, video-on-demand, personal TV, interactive gaming, handheld PCs, Internet appliances, Web phones and home networking.
For more information, please visit techtrends.net or call Laurence Bloom at 617-621-1552. |
