PVR/DVR Market November 4 th, 2004 Brendan Collins VP, Core Products Marketing Maxtor Corporation.
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Transcript of PVR/DVR Market November 4 th, 2004 Brendan Collins VP, Core Products Marketing Maxtor Corporation.
![Page 1: PVR/DVR Market November 4 th, 2004 Brendan Collins VP, Core Products Marketing Maxtor Corporation.](https://reader036.fdocuments.net/reader036/viewer/2022082417/56649e185503460f94b03c01/html5/thumbnails/1.jpg)
PVR/DVR MarketPVR/DVR Market
November 4November 4thth, 2004, 2004
Brendan Collins
VP, Core Products Marketing
Maxtor Corporation
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Maxtor Confidential 2Nov 4, 2004
Total CE Market
173% Portable Video430% Cell Phone
59% Camera
72% Audio/MP3
’02-06 CAGR
59% Overall
Un
its
(mil
lio
ns)
CE HDDs by Application
0
10
20
30
40
50
60
70
80
90
2001 2002 2003 2004 2005 2006
104% Auto
13% Game Box
133% PVR/DVR
Source: TrendFOCUS
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Maxtor Confidential 3Nov 4, 2004
3.5” Form Factor
0
50
100
150
200
250
300
2001 2002 2003 2004 2005 2006
97% Personal Storage
44% Enterprise
50% CE
11% Channel Inventory
5% Home PC
5% Business PC
’02-06 CAGR
Un
its
(mil
lio
ns)
3.5” HDD Unit Growth
13% Overall
The CE market is by far the fastest growing segment of the 3.5” space, but is still a long way off from approaching the size of the PC market
Source: TrendFOCUS
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Maxtor Confidential 4Nov 4, 2004
Size, Growth, and Penetration of DE Markets
-40%
-20%
40%
60%
80%
100%
100%HDD Penetration
CA
GR
Size of the bubbles is proportional to the size of the corresponding market (in units)
Mobile Phones
Desktops
Laptops
PVR/DVR/STB
MP3 Players
Game Box
Automotive
Digital Photo
PDAs
Handheld Games
Portable Video
Device % w/HDD CAGR Units Desktop PC 100% 5% 125.7
Notebook PC 100% 16% 38.4 PVR/DVR/STB 100% 92% 10.0
Game Box 28% -22% 33.9 MP3 players 8% 74% 32.2 Automotive 6% 50% 10.3
Portable Video 5% 14% 1.2 Digital photo 1% 55% 48.8
PDAs 1% -10% 10.4 Mobile Phones 0% 17% 535.9
Handheld Game 0% -9% 19.7
Full year 2003 actuals
PVR, Laptops, and Desktops all have 100% HDD penetration. All other applications but game box have less than 10%. All would require small form factor drives
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Maxtor Confidential 5Nov 4, 2004
0
100
200
300
400
500
600
Desktops PVR/DVR/STB
MP3 Players
Portable
Video
PDAs Mobile Phones
Un
its,
Mill
ion
s
Notebooks Game box Automotive DigitalPhoto
Handheldgames
Devices with HDDs
Devices without HDDs
100%
100%
100%
28% 8%6% 5%
1%
1% 0%
0%
All potential markets are dwarfed by the cell phone market. Applications with a PC-architecture (PVR, Game box) show high penetration
Size and Penetration of DE Markets - 2004
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Maxtor Confidential 6Nov 4, 2004
PVR/DVR Market Segmentation
Stand AloneStand AloneDVRsDVRs
Pay TV Set Pay TV Set Top BoxesTop Boxes
Converged Converged Devices & Devices &
Media CentersMedia CentersDVD-R/HDD DVD-R/HDD RecordersRecorders
• 40 - 80 GB • 2 Streams 1 tuner (40 Mbps) • $ 600 - 1200 ASP• Acoustics
• 40 GB • 2 Streams 1 tuner (40 Mbps) • $ 400 - 600 ASP• Acoustics • Power/Heat “Best in Class”
• 80 GB• 2 Streams 1 tuner (40 Mbps) • $100-200 ASP• Acoustics • Power/Heat “Best in Class”
• 40 GB• 2 Streams, 1 tuner (40 Mbps) • $100-200 ASP • Acoustics• Reliability
• 80 - 300 GB • 2 - 4 Streams, 2 tuners (80 Mbps) • $ 700 - 1800 ASP• Acoustics
• 80 - 300 GB • 2 - 4 Streams, 2 tuners (80 Mbps) • $ 700 - 2000 ASP• Acoustics • Power/Heat “Best in Class”
• 80 - 300 GB • 2 - 4 Streams, 2 tuners (80 Mbps) • $ 250 - 400 ASP• Acoustics • Power/Heat “Best in Class”
• 80 - 300 GB • 2 - 3 Streams, 2 tuners (60 Mbps) • $ 250 - 400 ASP• Acoustics
• 400 - 500 GB • 2 - 4 Streams 4 tuners (80 Mbps) • $ 1000 - 2500 ASP• Acoustics
• 400 - 500 GB • 2 - 4 Streams 4 tuners (80 Mbps) • $ 850 - 2000 ASP• Acoustics • Power/Heat “Best in Class”
• 300 - 500 GB • 4 - 7 Streams 4 tuners (140 Mbps) • $ 250 – 2,000 ASP• Acoustics • Power/Heat “Best in Class”
• 300 - 500 GB • 3 - 4 Streams, 4 tuners (80 Mbps) • $ 250 - 400 ASP• Acoustics
EntryEntry
Mid Mid RangeRange
High High EndEnd
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Maxtor Confidential 7Nov 4, 2004
Editing Broadcasting On Demand PVR/DVR
Creation Delivery Playback
Multiple AV Content Storage Systems
• Maxtor has participated mostly in the Playback segment• Distributed VOD systems are potential SCSI/SATA opportunity that is being opportunistically supported• Edit and Broadcast area are unknown opportunities and are small but profitable
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Maxtor Confidential 8Nov 4, 2004
Digital Entertainment Landscape
Audio
Video
Games
Creation Delivery Creation Delivery PlaybackPlayback
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Maxtor Confidential 9Nov 4, 2004
Why Maxtor?
Maxtor is the early mover in the DVR market
• An original investor in TiVo• Market share leader• First HDD in a cable STB• Large number of design wins
with ~50 different customers
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Maxtor Confidential 10Nov 4, 2004
• Mechanical design consulting, testing and integration support
– Thermal– Acoustics– EMI– Shock and Vibration– Packaging– Power
• Qualification– Joint qualification – Support
• Performance– AV Throughput– AV profiling, modeling, testing– STB system optimization
• AV HDD feature development– QuickVIEW (Advanced)– Industry standard (T13)– Custom (Proprietary)
• Host-based software technology– Core Linux DVR functionality– Content encryption/security
• Manufacturing support services– Factory integration consulting,
training• Quality systems
– Process assistance– AFR Monitoring and Reporting– Failure Analysis
• Systems solutions co-development
– Reference designs– Chipset/middleware compatibility– Open Standards influence
(T13, SATA, 1394 TA, USB2, etc.)
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PVR/DVR MarketPVR/DVR Market
November 4November 4thth, 2004, 2004
Brendan Collins
VP, Core Products Marketing
Maxtor Corporation