C-Cube's market position:
VCD, Cube is dominant, above 65% market share.
Competitors
ESST
OAKT
Winbond
UMC
SGS Thomson
DVD:
DVD-ROM, CUBE is positioned for a 40-55% market share. When it takes off?
Chromatic, Zoran, Sigma all have wins.
DVD-Player, CUBE has competition from Toshiba/Matsushita for thier own business. Others with wins are Zoran, LSI, SGS Thomson. On current wins, ~20% market share, but your talking players that cost too much.
Divicom:
Just big. Major market share in DTH/Cable/Wireless headends and now, Broadcast.
Settops:
Cube hasn't faired well here. They need to improve. Less than 15% market share.
Encoders!
Small revenue source today, but a big play on the whole market of Digital Video. C-Cube is ahead of every other player. They need to stay there. Most of the announced single chip encoders will only be used for single purpose. C-Cube will compete with each, in different markets. |
