Mobile TV and IP STB concern


Taking into account rising energy costs and the real estate bubble of the other factors, some Wall Street analysts quite worried about the US economy in 2006. But technology, managing director of investment bank Jefferies Broadview's David Creamer noted that semiconductors may become a new focus.

Creamer said that with some of the semiconductor industry consolidation or merger, initial public offering (IPO), plus some of the cross-cutting of large enterprises to actively seek new technology to make technology more successfully complete the semiconductor industry in 2006 will be a develop fairly good year. "In the past two months, the semiconductor price index climbed 20 percent," he said.

Due to technological bubble of factors, global merger and acquisition activity in the last couple of years, a steady state. 2005, about 58 transactions closed in 2004 for 56; 2003 to 56. Although the figures remain stable, but medium-sized financial trading volume has tripled. 2005, medium-sized transactions disclosed amounted to $ 5,110 million, compared with 2004 extra $ 26 million; in 2003 compared with $ 18 million more.

In the video and communications, Creamer said television video broadcast transmission to mobile phones, will become in 2006 the most attractive and innovative technology. Creamer is a common manager Jefferies Broadview communications and computing infrastructure, global practice sector.

With access equipment manufacturers began to seek to develop the company IP STB applications in the field of digital video, is expected in 2006, digital TV and set-top boxes (STB) semiconductor market will continue to maintain its position in the field of popular applications. Not only access equipment industry, concerned about this market include PMC Sierra, AMCC, Vitesse Semiconductor and other companies.

Creamer said some 802.11 chip manufacturers such as Atheros, for the integration of Bluetooth wireless capabilities to provide two single-chip integration technology in handheld devices is also quite interesting.

Due to the support of large companies, ZigBee and WiMax both emerging standard radio frequency (RF) technology will attract more attention. "Many supporters believe that eventually you will see ZigBee installed on your bulb," Creamer said, "and some small startups may be mergers and acquisitions of large enterprises."