Semiconductors that enable the IP connection in home devices, including physical-layer and media access control devices, will grow from a current base of $560 million, to more than $2.5 billion by 2012. MMI predicts that Blu-Ray DVD players will represent the highest volume IP-enabled consumer system, while Ethernet will represent the most common network interface. Roughly half of all ports will be Ethernet, followed by 30 percent Wi-Fi, and 10 percent for powerline and coaxial interfaces.
Growth in IP devices steady through 2012. Source: Multimedia Intelligence
MMI identified three specialized chip players as experiencing impressive growth rates in 2007. DS2, the Spanish powerline chip-set developer, experienced a 229 percent increase in shipments, albeit from a small base. Entropic Communications, a specialist in MoCA chip sets, had revenues of $137.6 million in 2007, an increase of 103 percent. Intellon, a HomePlug chip set supplier, saw revenue grow 55 percent in 2007, to $52.3 million.
MMI has developed a 13-page white paper, "IP-Enabled Consumer Electronics," which is based on a longer, more detailed report. Free downloads of the white paper, as well as information on the longer report, are available at www.multimediaintelligence.com.