To: Jacques Chitte who wrote (43426 ) 7/29/1999 1:33:00 PM From: Black-Scholes Respond to of 50808
Here's the report: "The worldwide market for MPEG video chips increased in 1998 to $616 million, up from $569 million in 1997. Annual revenue growth increased 8.1% over 1997, while MPEG video chip unit shipments rose by a healthy 41.8%. This growth occurred during a year when the worldwide semiconductor revenues decreased 8.4%. The top four MPEG vendors are the same as in the past two years: C-Cube, ST Microelectronics, ESS Technology, and LSI Logic. However, although C-Cube again finished first in unit shipments, ST Microelectronics finished first in overall revenues. ST received a significant revenue boost from their MPEG-2 decoders for On-Line Networks. During 1998, C-Cube shipped just over 18 million units and recorded $199.7 million in revenues. ST shipped over 12 million chips and had revenues of $203.0 million. ESS Technology finished third in unit shipments and revenues, while LSI Logic came in fourth. The four aforementioned competitors controlled 85% of the MPEG video semiconductor revenue in 1998. LuxSonor, Sigma Designs, Philips, Winbond, and others accounted for the remainder of sales revenues. As more and more digital television products are rolled out, we firmly believe that the MPEG video chip market will see growth in unit volumes and will continue to attract new semiconductor vendors. For example, Conexant recently announced back-end set top box chips that handle the MPEG-2 decoding. In addition, IBM recently announced an MPEG-2 decoder targeted at the set top box market. In 1998: C-Cube: 18 million units & $199.7mm in revenues. ST: 12 million chips & $203.0mm in revenues. ESS Technology came in third in unit shipments and revenues LSI Logic came in fourth ST received a significant revenue boost from their MPEG-2 decoders for settops. The four competitors controlled 85% of the MPEG video semiconductor revenue in 1998. LuxSonor, Sigma Designs, Philips, Winbond, and others accounted for the remainder of sales revenues."