Techno Systems Research Co., Ltd.

Y2010 Blu-ray Player/Recorder Marketing Analysis
-3 Factors to changes Blu-ray Business: VOD, Contents sharing and 3D -

1. Online Video Service
2. Contents sharing
3. 3D

1. Summary
Summary 1: Blu-ray AV Market Trend
Summary 2: Blu-ray Current status
Summary 3: Blu-ray Player Market Trend
Summary 4: Blu-ray Recorder Market Trend
Summary 5: Blu-ray Market by Product
Summary 6: Maker share by product
Summary 7: Market Trend by Area
Summary 8: Impact of Online Video Service
Summary 9: 3D Blu-ray Market Trend
Summary 10: Exclusive Summary
Summary 11: What to be discussed?
2. Blu-ray AV Market Analysis
1. Blu-ray AV Market Volume and Revenue (Y2008-Y2015F)
1-1. Bu-ray Player

(1) Volume (Y2008-Y2015F)
(2) Revenue (Y2008-Y2015F)
1-2. Bu-ray Recorder

(1) Volume (Y2008-Y2015F)
(2) Revenue (Y2008-Y2015F)
1-3. Data

(1) Volume (Y2008-Y2015F)
(2) Revenue (Y2008-Y2015F)
2. Market Trend By Area
2-1. Blu-ray Player

(1) Blu-ray Recorder (Blu-ray Recordable TV included)
(2) Blu-ray Recorder (Blu-ray Recordable TV not included)
2-3. Long Term DVD/Blu-ray Market Forecast by Area

(1) US Market

* Volume
* Penetration Ratio
(2) Europe Market

* Volume
* Penetration Ratio
(3) Japan Market

* Volume
* Penetration Ratio
(3) ROW Market

* Volume
2-4. Overview DVD/Blu-ray Market by Area
2-5. Data: Shipment Volume By Area
3. Blu-ray Maker Share
3-1. Blu-ray Player Maker Share

(1) Maker Share by Product
(2) Analysing Top 3 Makers
(3) Chinese Maker Trend
(4) Blu-ray Player Production Trend By Nationality
3-2. Blu-ray Recorder Maker Share

(1) Maker Share By Product
(2) Impact of Toshiba Entry
(3) Maker Share by Production (TV Combo in not included)
3-3. Data: Blu-ray Maker Shipment Volume and Share
3-4: Entry Maker Table
4. Product Trend
4-1. Portable Blu-ray

(1) Portable Blu-ray Market
(2) Portable Blu-ray Market by Area
(3) Market Potential of Portable Blu-ray

* As a Blu-ray Lineup
* Would There Be Regional Difference in Portable Blu-ray Demand?
* In the Perspective of Portable DVD Market
* Comparison in views of Portable DVD and functions
* Point of Use of Portable Blu-ray
* Potential of Portable 3D Blu-ray
* Rival Products of Portable Blu-ray
4-2. TV Combo

(1) DVD/Blu-ray TV Combo Market
(2) Market Potential of Blu-ray TV Combo
(3) TV Combo Blu-ray Recorder Market in Japan
4-3. Market Potential of HDD Attached Blu-ray Player

(1) Recording Market

* The US
* Europe
4-4. Data: HDD Recorder Market (HDD Recorder, Blu-ray DVD Recorder)
3. Current Status and Impacts of Contents Distribution
1. Hollywood Approach towards Decline of DVD Sales
2. Online Video Blu-ray Ratio
3. Overview of Contents Distribution Online Video Service
(1) Netflix
(2) Vudu
(3) Amazon
(4) Blockbuster
(5) RoxioNow
(6) Hulu
(7) Apple iTunes
(8) BBC iPlay
(9) ITV Player
(10) Maxdome
(11) CanalPlay(Canal+)
(10) Red Box (Kiosk)
4. Table: Overview of VoD service
(1) The US
(2) Europe
5. Impact of Contents Distribution on Blu-ray Market
6. The Differences between Opend Platfrom and Closed Platform
(1) Closed Platform
(2) Opened Platform
(3) Overview of DivX Service
7. Differentiating among devices
(1) OTT STB* Table: OTT STB Products(2) Game Console(3) Online Video Service Attached Trend by Products　(Blu-ray/OTT STB/Game Console)
4. Introduction of Contents Sharing
1. Managed Copy
(1) Current Status
(2) Task to expand Managed Copy
(3) Potential of Managed Copy by use
(4) CE Makers Approach
2. Interlock with Mobile Devices
(1) Apps Trend (With BD-Live)
(2) Table of Mobile Applications for Interlock
(3) Potential of Apps Use by Smart Phone
3. Contents Ecosystems by Hollywood Studio
(1) DECE
(2) Apple
(3) SanDisk
(4) Google
(5) Comcast
(6) Others:Verizon/AT&T/CableVision/DirecTV
(7) Summary
5. Blu-ray 3D Market Overview
1. Brief Overview of 3D Entertainment
2. Role of Blu-ray 3D
3. 3D Blu-ray AV Market Overview
(1) 3D Blu-ray Player Market Volume(Y2008-Y2015F)
(2) 3D Blu-ray Recorder Market Volume(Y2008-Y2015F)
4. Case Study
(1) Madatory of 3D Blu-ray Player
(2) 3D Blu-ray Player as Value Added
(3) Brief Overview of Case Study
5. 3D Blu-ray Maker Share Y2010F
6. Main Makers Approach towards 3D
7. Potential of 3D Blu-ray by Area
8. BE LSI contributing to 3D expansion
9. Switching LSI after 3D Appearance
10. Comparison with 3D TV
11. Data: 3D Blu-ray AV Market Volume (Y2008-Y2015F)
12. Table: 3D Blu-ray Player/Recorder Product Lists
13. 3D Theatre Schedules
14. Data: 3D TV Market
6. BE LSI Trend
1. BE LSI Share for Blu-ray
(1) TTL BE Share for Blu-ray AV
(2) BE LSI Share for Blu-ray Player
(3) BE LSI Share for Blu-ray Recorder
2. Analyzing the top 2 Makers for Player
3. 3 Y2010F Blu-ray Player Components Matrix
(1) Blu-ray Player
(2) Blu-ray Recorder
4. Data: Back-End LSI Volume
5. Device Matrix
7. Individual Research
1. Brand Makers
(1) Sony Corporation
(2) Panasonic Corporation
(3) Sharp Corporation
(4) Toshiba Corporation
(5) Samsung Electronics Co.
(6) LG Electronics Inc.
(7) Funai Electric Co.,
(8) TCL Multimedia Tecnology HoldingLTD
(9) Lite-on IT Corporation,
2. Product List
8. Appendix
1. PDP/LCD TV Market
2. Blu-ray IT Drive Market
3. Blu-ray Blank Media Market
4. Game Console Market
5. Mobile Phone Market
6. Wi-Fi Volume for Blu-ray