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EXECUTIVE SUMMARY
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Information Appliance Market
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i
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| AUTHORS |
Biography
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vi
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| 4TH WAVE |
Company Background
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viii
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| INTRODUCTION |
Study Overview
What Lies Beyond the PC?
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1
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| CHAPTER 1 |
The Next Era of Computing
Going Beyond the PC
Characteristics of Transitions
Getting to 1 Billion Units
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4
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| CHAPTER 2 |
The Innovator’s Dilemma
Disruptive Technology
Steps for Success
Failures
Application to IA Market
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7
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| CHAPTER 3 |
Lessons of History
History as a Teacher
Waves of Innovation
Past Technology Shapes the Future
Easing the Burden of Life
Time Crisis
Infrastructure
Threshold Products
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12
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| CHAPTER 4 |
Demographics and GDP
Scoping the Market
Population Estimates
Gross Domestic Product and the Role of Computing
Real Growth in Consumer Spending
Consumer Spending by Income Level
Worldwide GDP
GDP Implications
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22
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| CHAPTER 5 |
Pricing, Volume
and Markets
Pricing as a Factor in Markets
GDP Price Elasticity for Consumer Spending
Consumer Electronics
Product and Service Disconnect
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30
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| CHAPTER 6 |
PC Market
Worldwide PC Market
US PC Market
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37
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| CHAPTER 7 |
Key Factors
Shaping the Market
Key Factors
Challenges of the Key Factors
Embedded Microprocessor Market
MIPS are Free
32-bit Embedded Microprocessor Market
Pervasive Connectivity
Pervasive Connectivity and Location
Bringing Pervasive Connectivity to the Home
Pervasive Connectivity to the Automobile
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41
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| CHAPTER 8 |
Government
Having the Government as Your Friend in the Market
Federal Communications Commission
Congress
Digital Dozen
Senator John McCain
The Effect
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52
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| CHAPTER 9 |
Infrastructure
Infrastructure as Part of the Market
Diversity of the Infrastructure
Components of the IA Market
System on a Die - It is Not Just System on a Chip
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57
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| CHAPTER 10 |
US Services and Media
Services as a Market
Advertising
Newspapers
Books
Television
Cable vs. Broadcast Television
Cable
DTV
Television Sets for DTV
Satellite Television
Telephone
Cellular Telephony
Television Content Market
Cellular Phone Units
5th Era Transition is Underway
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62
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| CHAPTER 11 |
Platform, Products, Content
and Services
Setting the Framework for the Market Emergence
It’s a Platform
Where Does the PC Fit?
Is it Product, Service or Content?
Business Models
Content
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82
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| CHAPTER 12 |
Home
Home as a Platform
Penetration
Utilities in the Household
Determining the Service and Content to Product Ratio
Non-penetrating Products and Services
Casual Media
Home Networking
Openness vs. Proprietary
Out of Box Concepts
Does this Set-top Have a Future?
Home Assistant
Set-top vs. Home Assistant
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90
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| CHAPTER 13 |
Market Analysis
Building on a Methodology
Driving the Market with Value for the Consumer
Product and Service Categories
Total Available Market
Key Events Drive Market Timing
Market Scenario and Estimate
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106
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| CHAPTER 14 |
Assessment
Strategic Market Assessment
Technology Shortfalls
Near Term Market Opportunities
Summary of the Market Dynamics
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116
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| APPENDIX |
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| Figure 1 |
Cumulative Real $ Growth |
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| Figure 2 |
Consumer Spending by
Income Level, 1997 |
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| Figure 3-5 |
Country Ranking by Population,
GDP and GDP/Capita |
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| Figure 6-8 |
Units Vs. ASP |
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| Figure 9-13 |
US Consumer Electronics
US Consumer Electronics Market
US Consumer Television Market |
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| Figure 14-18 |
PC Market
Worldwide Region PC Unit Share
PC Home Market |
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| Figure 19 |
Microprocessor Market
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| Figure 20 |
$ Per MIPS |
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| Figure 21-22 |
Advertising by Type Vs.
Time Advertising Share by Type |
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| Figure 23-24 |
Number of US Newspapers
Measured Media Newspaper Advertising Spending |
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| Figure 25 |
US Book Statistics |
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| Figure 26-27 |
US Television Stations
Television Advertising Spending |
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| Figure 28 |
Cable and Television
Revenues |
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| Figure 29 |
Television Ratings |
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| Figure 30-31 |
US Cable Subscribers
US Monthly Basic Cable Rate |
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| Figure 32-33 |
DTV Buildout Schedule,
US, 1998-2003 |
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| Figure 34 |
Digital Television Sets,
1999-2005 |
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| Figure 35 |
DTH Subscribers |
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| Figure 36-38 |
US Telephone Total Service
Revenue
US Telephone Revenue by Type
US Telephone Revenue Share by Type |
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| Figure 39 |
Average US Residential
Rates for Local Phone Service |
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| Figure 40-42 |
US Total Cellular Phone
Market
US Cellular Phone Subscribers
US Average Monthly Cellular Phone Bill |
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| Figure 43-44 |
US Cellular Vs. LEC Phone
Market Growth
US Cellular Vs. LEC Market Growth Rate |
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| Figure 45 |
Digital Set-top Boxes |
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| Tables |
Information Appliance
Product Categories
Market Scenario
Market Definitions |
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