SIGM is engaged with a number of independent telco STB deployments that leverage its foundation of strength and IPTV expertise to launch non-MSTV services next year. This includes SIGM's continuing shipments to UTStarcom, who is a strong force in the developing market for IPTV in China, which currently includes China Netcom and China Telecom. SIGM is in very strong position in China, not just with UTStarcom, but with other accounts as well. SIGM is also involved in other UTStarcom projects, on a selected basis, although China is the top focus. This also includes a fast-moving telco in Europe who is expected to launch new services during the first half of next year. And finally, this includes a studio-driven movie download service that's also expected to launch new services in the first half of next year. SIGM believes that, as a group, these IPTV deployments have the potential to start adding to its top line in the fourth quarter of this year with far more substantial growth next year.
Microsoft has an enormous effort to support the worldwide IPTV engagements they have. They have a large design team that's not only porting to different set-top boxes but are also engaged in developing new feature sets for new future versions of MSTV code that will bring out some of the types of features that have not been implemented by telcos or anybody else yet. The telcos are focused on providing differentiated services, not just "me-too" video, so they are going to continue to roll out new features. Without tipping their hands for them, this is a pretty wide-reaching effort and Microsoft is very heavily involved in this. Obviously, as they move to develop these new features, they are asking SIGM for new silicon support and the firm is working in a close partnership with them to keep that in a very tight loop.
DMAs appear to be heading toward a volume ramp as SIGM heads into next year. Wide-reaching programs involving Intel's Viiv and Microsoft "Play for Sure" technologies will result in greater proliferation of media center PCs next year, which are expected to drive the unit demand for DMAs to extend the entertainment network throughout the home. Sigma has achieved design wins at the majority of current DMA suppliers and has engaged with a new slate of vendors. Several new product launches are set to occur at CES with ensuing revenues having an incremental impact on the firm's top line starting in the first quarter of next year. To date, SIGM does not know a substantial vendor of DMA products that is not using SIGM media processors in their design. Intel is trying to act as a catalyst for the entire DMA industry and is going to be contributing to the overall marketing programs, including some money that they will allow people to use for advertising and promotion.
Previously, SIGM indicated its involvement with four vendors of Blu-Ray or HD DVD products. At this time, SIGM is moving ahead on a rapid course of product development to satisfy demand for these first generation players. Additionally, the company has engaged with two other vendors, who are again seeking SIGM to satisfy the demand for a unique combination of features. All of these players will initially be based on the firm's industry-leading SMP8630 series.
Regarding PMDs, several design wins in China have produced a unique segment of demand that has now begun to ramp into volume and which will add to the growth expected in SIGM's fourth quarter.
For HDTVs, SIGM continues to maintain a long-term focus on eventually gaining more flat-panel design wins and expects to be part of more demonstrations at the upcoming CES show. SIGM has a couple of name brands already using its chips, but it has three or four designs with some big names in Asia and hopes a few of them will start showing products at this coming CES.
Technically looking for 16-17 short term,22 intermediate & 30-35 longer term
GO SIGGY!!!!
Microsoft has an enormous effort to support the worldwide IPTV engagements they have. They have a large design team that's not only porting to different set-top boxes but are also engaged in developing new feature sets for new future versions of MSTV code that will bring out some of the types of features that have not been implemented by telcos or anybody else yet. The telcos are focused on providing differentiated services, not just "me-too" video, so they are going to continue to roll out new features. Without tipping their hands for them, this is a pretty wide-reaching effort and Microsoft is very heavily involved in this. Obviously, as they move to develop these new features, they are asking SIGM for new silicon support and the firm is working in a close partnership with them to keep that in a very tight loop.
DMAs appear to be heading toward a volume ramp as SIGM heads into next year. Wide-reaching programs involving Intel's Viiv and Microsoft "Play for Sure" technologies will result in greater proliferation of media center PCs next year, which are expected to drive the unit demand for DMAs to extend the entertainment network throughout the home. Sigma has achieved design wins at the majority of current DMA suppliers and has engaged with a new slate of vendors. Several new product launches are set to occur at CES with ensuing revenues having an incremental impact on the firm's top line starting in the first quarter of next year. To date, SIGM does not know a substantial vendor of DMA products that is not using SIGM media processors in their design. Intel is trying to act as a catalyst for the entire DMA industry and is going to be contributing to the overall marketing programs, including some money that they will allow people to use for advertising and promotion.
Previously, SIGM indicated its involvement with four vendors of Blu-Ray or HD DVD products. At this time, SIGM is moving ahead on a rapid course of product development to satisfy demand for these first generation players. Additionally, the company has engaged with two other vendors, who are again seeking SIGM to satisfy the demand for a unique combination of features. All of these players will initially be based on the firm's industry-leading SMP8630 series.
Regarding PMDs, several design wins in China have produced a unique segment of demand that has now begun to ramp into volume and which will add to the growth expected in SIGM's fourth quarter.
For HDTVs, SIGM continues to maintain a long-term focus on eventually gaining more flat-panel design wins and expects to be part of more demonstrations at the upcoming CES show. SIGM has a couple of name brands already using its chips, but it has three or four designs with some big names in Asia and hopes a few of them will start showing products at this coming CES.
Technically looking for 16-17 short term,22 intermediate & 30-35 longer term
GO SIGGY!!!!
