We have raised our assessment of this core chip to $18.50. Based on our assumed leverage of Motorola, however we are assuming that Motorola is negotiating stronger deals with Sigma, despite what appears, for the time being at least, to have a dominant position in the IPTV chipset marketplace. We recently learned from sources in the market that the core Sigma Designs chip is selling for as much as low $20's to some manufacturers. Motorola VIP1200 IPTV Set-Top Box - Enclosure Main Front Panel
We have changed our assumptions and lowered our estimates for IPTV STB volumes in general in light of new research within iSuppli on worldwide rollout volumes for IPTV.Īs a reminder, volume production assumptions are not meant to be necessarily 'market accurate', and our meant primarily to be used for our cost analysis in terms of amortized NRE and tooling costs, especially for custom components specific to the model being analyzed (mechanical components especially). It may be available more broadly - but evidence of this was not found in Motorola literature and press releases.įor the purposes of this teardown analysis, we have assumed that Motorola will produce 1 million units of this STB during the product lifetime, which may, depending on the acceptance and penetration of IPTV may be more, but based on our preliminary research this box doesn't seem to have a high number of service providers picking it up - so real production volumes may differ dramatically. The product should be available in the US (via ATT) and in Japan.
Pricing for this kind of product (at the consumer level) is meaningless as it is typically a completely subsidized part of a service package, and since it cannot function without being properly set-up by a service provider, after market product and prices have no validity.
Motorola VIP1200 IPTV Set-Top Box - Main PCB Top
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