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Lots going on by: WINTER_CFA 11/04/05 11:08 am Msg: 88509 of 88518 Comments from UTStarcom`s conference call yesterday: "The company will continue to aggressively lead the IPTV market: a. The company believes this technology has a strong growth potential and it is starting to see the initial adoption by major carriers worldwide. b. It has been one of the pioneers in the market and it is currently one of the very few providers that has a complete entry in IPTV solution in the large-scale commercial service globally. c. The company enjoyed the initial success in China, Japan, North America, Latin America, and India and sees additional opportunity in Europe." "During 3Q05, the company launched its first commercial IPTV network in Japan with the Yahoo BB...they currently have approx. 30,000 active subscribers on the networks. In 4Q05, the company expects to launch commercial IPTV services with DSSI, a competitive local exchange carrier in Florida and at least one commercial network in China." From the Q&A: "IPTV overall in China, we have significant number of trial sites. We actually have probably about close to 40 test sites. But we have actually very actively working closely with the heart being in the north and we also actively working with Shanghai and also with the trendjo as as well as the Fujo and we are in the very final discussion with the Serjian province. And predominantly with China Telecoms and also we will be actively engaged with China Netcoms as we speak. I think this is in the very, very early stage. I know most of operators there are going to focus on quite a bit of their future expansion and IPTV, it seems to be one of their focus points. Now, nevertheless, that we have been doing the trial, in Harbin, we have been seeing fairly strong and it takes some time to really make the system mature. And we believe we are one of the most mature system-wise and commercially ready and we are already deployed in Japan. So, it is also commercially ready in China. I would say the system is going to be still lumpy. And so we were hoping it`s going to be a very, very significant revenue base for us in 2007 on. But 2006 is going to be a lot of introduction and a lot of groundwork and a lot of smaller installation bases to start, to begin with." "The trial site that we have, largest one is in Harbin. We already have more like close to 50,000 subscriber trial. And so that`s a very significant trial site. And we believe capacity`s over 10 million. So I think each city, it would be easily giving you close to I would say, anywhere between 5 to $10 million range. If they start taking off obviously, we`ll go more. And in Japan, we have a much bigger contract. It`s a much bigger scale. So one single order wise, Japan is much bigger. But opportunity-wise, China is by far much bigger than in Japan just simply because of the sheer number of users out there with the broadband capabilities." *********************************************************** "TI Plans Converged Services" http://www.lightreading.com/document.asp?doc_id=83472&WT.svl… "The Telecom Italia Group is also moving ahead with its third significant challenge: content distribution over fixed terminals (TVs and computers) and mobile terminals. By the end of December, IPTV (Internet Protocol Television) will bring a vast range of innovative services to home TV sets. Customers TVs equipped with an infrared keyboard, an ADSL connection and a special Set-Top Box offer access to a vast range of high-definition content (films, news, sport, music, reality shows and live events), as well as allowing customers to surf the internet and send/receive e-mail. Trials of IPTV are now almost complete and the service is scheduled for rollout in 21 Italian cities by the end of the year." Telecom Italia is an early adopter of MSTV and SIGM`s encoder partner Tandberg has been involved with the trials there. *********************************************************** Lots going on by: WINTER_CFA 11/04/05 11:20 am Msg: 88513 of 88518 Here is a great interview with yet another SIGM partner, Streaming21: "INSIGHT: China`s IPTV market is the "next step," says Streaming21 CEO" http://www.interfax.cn/showfeature.asp?aid=7140&slug=IPTV "Streaming21 provides broadcast and media-on-demand software solutions used to deliver broadcast-quality video and audio over IP networks. The company is already working with Shanghai Media Group (SMG), the only IPTV license holder in China, on the Shanghai-based broadcasters IPTV field trials." "In terms of China, I see ongoing trials next year, in 2006. My prediction on China`s IPTV market is about 2007. The reason for this is the Olympics in 2008 in Beijing and the World Expo in 2010 in Shanghai. IPTV will be a multimedia communication tool, and definitely will play a crucial role in these two events." "If we can have the patience to wait until 2006, in the metropolitan areas, the bandwidth should be ok. Because China is a big market, we don`t need to focus on the whole market, we just need to focus on the metropolitan areas." "We have set-top box partners, two of them are in Beijing, Sunniwell and Yuxing. They offer a really niche low end set top box, a very cost effective deployment set top box. As you know, the investment in the set top box is a big one. You need to buy one box for each household, so there`s a big investment." "The growth rate could be a 200-300% growth rate per year. As I mentioned, the Olympics and the World Expo, these two events are really important events for the IT industry and IPTV also. They have a need. I would say by 2007, the Chinese market could break 1 mln. In the second half of 2006, there will probably be trials all over the place. Trial sizes normally range between 20,000 and 50,000 households. By 2007, because the Olympics are closing in, 1 mln users will be a good milestone. In 2008, I would say, 5 million and continue to grow to 20 to 30 mln households using IPTV by 2009, could be a good guess." "So far in Japan I already see the commercial launch size of 200,000-300,000 subscribers. They will break 1 mln by the first half of 2006. Once they break 1 mln users, they will grow very fast." The 2 set-top makers mentioned use SIGM chips. Yuxing: http://www.sigmadesigns.com/news/press_releases/031029.htm http://www.yu-xing.com/mpeg4.htm Sunniwell: http://www.sunniwell.tv/pdfs/6100.pdf There is also an 8630 model, which is not always actively listed yet, so here is a cache url for it: http://64.233.187.104/search?q=cache:_NWpmruCGssJ:www.sunniwell.tv/product/S6201 Box.html+sunniwell+8630&hl=en PS - The Ziva-based models from both these firms won`t cut it going forward, or so I`m told. |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (04.11.05 18:15:48) |
| Beitrag: | 556 von 4,073 (ID:18578433) |
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