2007 HDMI Developers Conference--China HD, Need Industry Alliance

1、2007 HDMI Developers Conference-China HD, Need Industry AllianceChina HD, Need Industry AllianceYe Ping, Sino-Market Research Ltd.September 12, 2007AgendaIssuei i China HDTV，Big Market i Topic 1iopportunityi i iTopic 2Owning，but not Enjoyingi China HDTV，Industry i Topic 3lliAlliancei i iliiTopic 4Si

2、no，Focus & Specializing2China HDTV，Big market opportunityCTV revenues Surpass hundred billionPDF TV growing rapidlyFPD TV HD share Surpass 90%2007CTV revenues will CTV revenues Surpass hundred billionreach by 15billionUS$ 中国彩电国内销额规模中国彩电国内销量规模万台亿元 2005-2007年 2005-2007年500025%140025%23.7%450011641

3、2003716400020%20%9413500100035833461810300015%15%16.1%8002500600200010%10%15004003.5%10005%5%3.7%20050000%00%2005年2006年2007年(f)2005年2006年2007年(f)零售量增长率零售额增长率来源：赛诺公司彩电季报来源：赛诺公司彩电季报4注：1美元7.75人民币CTV revenues Surpass hundred billionCTV Market the market growing growing steadilyrate in revenues exceeds t

4、hat of in port shipmentsCTV revenues Surpasshundred billionstructure getting average price of CTV higher is the main tend to risecause5FPD TV growing rapidly6FPD TV growing rapidlyshipments share 20%FPD TV share growing rapidlyFPD TV growing rapidlyrevenues share over 50%big difference in different

5、region7FPD TV HD Share Surpass 90%8FPD TV HD share Surpass 90%China HD is at high the major PDF TV is tierHDFPD TV HD share Surpass 90%owning HD but not 1080penjoy it yetStarting9Owning HD，but not enjoying it yetFPD, holding 15million, paid 150billionHD Channel in ChinaHD Channel in USConsumer paid,

6、 holding, but to they enjoy it?FPD，holding 15million, paid 150billion中国FPD电视累计支付额中国FPD电视拥有量万台亿元 2003-2007年 2003-2007年1577160015271600140014001200120010001000767800800672600600400400317232200200975211240020032004200520062007(f)20032004200520062007(f)FPD拥有量FPD累计支付额来源：赛诺公司彩电季报，FPD包括液晶和等离子电视来源：赛诺公司彩电季报，

7、FPD包括液晶和等离子电视11注：1美元7.75人民币HD Channel in China?7?CDM (China dtvmedia inc.ltd):HD Film, 120Yuan/m?7?SiTV: ”New Vision”, 80Yuan/m?7?China Film Group : CHC Home Theater, HD Film, , 120Yuan/m?7?BAMC & TopV:12HD Channel in US?7According to DisplaySerch, there are 57 HDTV channels<Global High Defin

8、ition Outloo13China HDTV，Industry AllianceHD Industry, not balanceFPD TV HDMI share going up rapidlyHD Industry, not balanceHD BroadcastingHD STBHD ContentHD DisplayHD PlayerHD GameHD InterfaceHD Game ConsolesHD WebsiteHD camcorders15FPD TV HDMI share going up rapidly16Larger FPD TV HDMI Share Surpa

9、ss 90%17HD Industry, not balanceHD IndustryHD BroadcastingHD PlayerHD GameHD camcordersInternetStreamingMediaTerrestrial Blue RayWiiDVHardDisc DVContent DownloadBroadcastingCable BroadcastingHDVDPS3DV DVHardDisc DVHD Web SideSatellite BroadcastingEVDXbox360DV Tape DVHard Disc PayerOthers18Sino-MR, F

10、ocus & SpecializingThe leading marketing research firm in China, focusing onzConsumer electronicszHome applianceszMobile phonesSino-MR Areas of FocusSino-MRCE&HAMobile PhoneConsultingConsumer ElectronicsMobile PhoneStrategy and ConsultingHome ApplianceStarted in 1994Started in 1996Started in

11、 200220How Sino-MR Studies the Display MarketPOS Tracking Network of Sino-mrby Apr., 2007City classChinaTrack citiesTracking outletsASuper large44488BFirst class4141982CSecond class781209164DThird class71995267Total22964502913PanelBrandRetailConsumersSupplyDemandComponentsOEMWholesaleIndustry usersE

12、quipmentFinal Upper Set Distributorsuserssuppliersmakers21Sino-MRs reports (partial listing)TitleFormatTypeNo.China Hi-tier CTV Quarterly ReportPPT027China CTV Retail Channel Quarterly ReportPPT/EXCEL028China Large-Screen TV Quarterly Report(40”and larger)EXCEL029E：China LCD TV Industrial Quarterly

13、ReportEXCEL030Quarterly031China PDP TV Industrial Quarterly ReportEXCELReports032China Wide-Screen CRT TV Quarterly ReportEXCEL033China Digital CRT TV Quarterly ReportEXCEL034China CTV By Five Grade Market Quarterly ReportEXCEL0352006China Large-Screen TV Annual Report(40”and larger)PDF0362006China Flat-Panel TV Public Application Annual ReportPDF03view?7?The friend in PDP industry provide valuable opi