HD Player and Tablets Master Chip Market

After some foreign PMP manufacturers began to introduce HD decoding solution, Chinese IC companies started to release HD main control solution in 2008; despite undergoing financial crisis in 2009, the emerging market still got long-term growth. Coming into 2010, the rapid enhancement of HD video player drives HD video player chip market which has increased to 290 million yuan in 2011 from 140 million in 2007, rising by 20 folds. Heading into the future, Chinese HD video player master chip segment will remain trepid growth, mainly due to the integration of smartphone and tablets as well as the expansion of market size, along with nearly saturated penetration of HD video player. It is projected to by 2016, Chinese HD video player will up to 640 million.
As for competition landscape, player market is a field concentrating Chinese IC enterprises, but there are still foreign enterprises in the HD video player master chip era. Based on shipments, since introducing various HD video player master chips, China-based Allwinner has occupied major market in HD player products in just two years, with market shares reaching 36.2% in 2011, ranking first.

Tablets Master Chip Field

2011 is the year seeing shipments increase. In addition to Apple, other manufacturers shipped 18.94 million units of tablets, an on-year growth of 140%. Benefiting from the rising of local tablets suppliers, as well as the surging shipments, tablet processor market in China achieved rapid growth with sales in 2011 at 690 million yuan. In the coming years, this market will maintain high-speed growth, and expects to reach 4.04 billion yuan in market size by 2016, nearly six folds of 2011. The high-speed growth and rest space provide excellent development opportunities for IC enterprises.

Competition landscape: after the advent of iPad, a lot of manufacturers want to have a foot in the emerging market of tablet. Recently, Chinese tablet shipments has exceeded Samsung, ranking the second after Apple. The rising of local tablet PC enterprises undoubtedly brings a huge opportunity to Chinese local IC design companies. At present, Chinese master chip vendors mainly include Nvidia, Qualcomm, Rockchip, TI, Telechips, Allwinner and other manufacturers. Since the industry has just kicked off, with the shipments increase of Chinese local tablets, it is predicted domestic IC enterprises will raise shares.