Rear-projection technologies will undoubtedly dominate from 50 in. onward. The incremental cost of making them bigger is much less and profit margins remain higher. |
The DVD recorder and games console market will be a much bigger driver than the PC market. A PC is fine for writing a movie or backing it up, but ultimately you want to play it on a DVD player. |
The future proliferation of video content available from a wide variety of sources in numerous formats and supported by a multitude of standards requires a flexible and feature-rich silicon platform now. Product developers in these very dynamic markets must be able to incorporate new features and functionality, at competitive price points, so the more programmable and the more integrated a chip solution, the better. |
Unfortunately, I don't think this is an empty threat. The problem for Philips is they are in such commodity businesses at the moment and production costs are much lower in Asia. |