GLG News by Council Members who Know Complementary Metal Oxide Semiconductors

Jon PeddiePresidentJON PEDDIE RESEARCH

Sony’s problems aren’t Blu-Ray manufacturing

September 12, 2006

Analysis of:Blaming Faulty Part, Sony Scales Down World-Wide Launch of PlayStation 3 | online.wsj.com

Consoles are sold on the basis of games – not hardware technology and Sony knows this better than anyone.

Programming the PS3 is very difficult – games may be the delay

There are also problems with yield of the IBM cell processor

Only the Nvidia GPU design is on target and also easy to program.

2008 will be Sony’s year, not 2007

Jon PeddiePresidentJON PEDDIE RESEARCH

Microsoft is taking it to Sony in Japan with games, prices and production

September 12, 2006

Analysis of:MS to Offer Cheaper Core X360 in Japan Before PS3 | biz.gamedaily.com

Microsoft is taking it to Sony in Japan with games, prices and production

Microsoft is presenting a five point program for the Japanese market:

Better prices

More product available

Custom Japanese games

Cross platform games

Xbox Live Community

Jon PeddiePresidentJON PEDDIE RESEARCH

Nintendo marches to a different beat

September 12, 2006

Analysis of: Nintendo Reaffirms 6 Million Wii Shipment Target | biz.gamedaily.com

Nintendo does not follow Sony or Microsoft and has led them in many respects

First to offer full backward compatibility across all its platforms

First to offer, wire-free gesture controllers

First to offer handheld game machines

First to offer games for all sexes and ages

Production on target and there is a strong pent up demand

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Update: AMD 65nm chips ARE on track

September 12, 2006

Analysis of:Rumor: AMD is having trouble with 65nm processor voltages | www.legitreviews.com

This original article first published by Charlie Demerjian was reported in “The Inquirer” on August 26th. He since updated this rumor on September 5^th and suggests that AMD is in a much better position than the initial rumor suggested. Review his updated article, “AMD 65nm Chips are on Track” for additional information.

Jon PeddiePresidentJON PEDDIE RESEARCH

Major move for game industry with targeted ads

September 5, 2006

Analysis of:Coming To Video Games: Live Ads | www.washingtonpost.com

I see a direct correlation between in content advertising for TV (all forms) and that of the game industry.

I believe our estimates could be conservative considering the worldwide market for all advertising is estimated to be over $380 billion annually and growing at 6 to 8% a year.

Approximately $6 billion was spent on US TV advertising to 18-24 year-olds in 2005, and only about $20 million on video game advertising. Total annual online advertising dollars as of 2006 is approximately $17 billion; which makes my $200 million estimate for casual all the more realistic. By the end of 2010 game and game related advertising should be at least $1.2 billion and  growing if advertisers continue to accept the benefits of this relatively new medium. I think someday the value of game advertising and shopping will be in the 10's of billions worldwide but that the tipping point is over five years away.

Jon PeddiePresidentJON PEDDIE RESEARCH

The difference between stereo vision and "3D"

August 29, 2006

Analysis of:Fox Sports Conducting 3-D Tests | www.tvweek.com

Stereo vision, with or without glasses is not satisfying long term. Stereo vision is not 3D.

However, 3D models of a game, as the BBC did after the world cup, which allows you any POV, even the ball’s, is very interesting.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

CMOS Image Sensor Technology Trends

August 22, 2006

Analysis of:Micron, OmniVision tip sensors for security | www.pixim.com

•Moving from CCD analog and ramping-up digital CMOS sensor IC chip manufacturing.
•CMOS Image Sensors – a large market with steady growth.
•Providing home and small business surveillance at an affordable price.

Ron TussyPresident and Principal AnalystIMERGE CONSULTING

OmniVision's Game - Displacement in One market, First in Another

August 14, 2006

Analysis of:Micron, OmniVision tip sensors for security | www.pixim.com

Home security - a burgeoning market segment due to the ubiquity of home wireless networks.

OVTI was first into this sector last year due to the fact that they have SOC capability with NTSC/PAL and are being forced out of the mobile handset sector. Only Micron and Pixim have SOC with NTSC/PAL for closed cicuit systems.

Jon PeddiePresidentJON PEDDIE RESEARCH

No magic MEG-4 soultions

July 28, 2006

Analysis of:MPEG-4 HD encoders - Harmonic's entry | www.harmonicinc.com

MPEG-4 encoders are pretty much the same.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

NAND flash memory – Short Term Shortages

June 26, 2006

Analysis of:Analyst: NAND Production Isn't Equal to nano Demands | www.technewsworld.com

Strong growth in media players is a market driver for advanced NAND flash memory. Rapid growth in larger capacity storage (up to 16GB) could result in short term shortages for NAND. Which semiconductor companies are making the most advanced NAND flash? What are the wafer fabrication capacity issues?  

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