Singulus Technologies Ag · XETR:SNG
Singulus Technologies — Conference Presentation (March 2010)
20 slides from Singulus Technologies's conference presentation, Mar 26, 2010
Slide 1: The Impact of 3D on the Blu-ray Business
The Impact of 3D on the Blu-ray Business Jim Bottoms Director & Co-Founder 26th March 2010
Slide 2: 3D Has A Long History… But This Time It's Here To Stay
3D Has A Long History… First colour First patent for 3D “Top – Bottom” format First 3D music 3D movie Movie process lodged drives „second -wave‟ video (Kiss) “Bwana Devil” 1898 1952-54 1980-84 1998 1922 1954 1984 2003 First 3D movie Strong slate of 3D releases IMAX 3D First full length 3D IMAX “Powe
Slide 3: 3D Digital Cinema Rollout
3D Digital Cinema Rollout 3D Screens Worldwide ? 25 Thousands 20 15 10 5 0 2008 2009 2010 2011 3 © 2010 Futuresource Consulting Ltd
Slide 4: Movie Output Will Need To Be Sustained To Drive 3D
Movie Output Will Need To Be Sustained To Drive 3D Total 3D Productions* Hollywood released 16 major 3D features in 2009 and this will increase to 20 in 2010. Total 3D production for 2009 and 2010 shown above includes non-theatrical releases, shorts, specials, cartoons etc, including releases from i
Slide 5: Hollywood 3D Boom
Hollywood 3D Boom 16 major Hollywood 3D features in 2009, will release 20 in 2010. Number of cinema 3D screens is a limitation, especially with Avatar. Avatar has run for 16 weeks, 70% of US Box Office from 3D screens. Animation 70% of titles in 2009: new and re-releases. All major new animations ha
Slide 6: Consumer Awareness and Interest in 3D
Consumer Awareness and Interest in 3D Who Has Seen 3D at the Cinema? Who Has Seen 3D on TV at Home? “Have you ever watched a 3D Movie at the “Have you ever watched anything in 3D on movie theater/cinema?” TV at Home? Yes No Yes No USA 61% 39% USA 26% 74% Europe* 48% 52% Europe* 15% 85% Do Consumers
Slide 7: Pay-TV Sees A New Opportunity in 3D
Pay-TV Sees A New Opportunity in 3D Pay-TV will use 3D to differentiate and add subscription value. 3D movie VoD services: PPV and subscription. Premium sports: football, tennis, title fights, World Cup, Olympics. Concerts, wildlife docs, other specials also important. Commercial market (bars, pubs)
Slide 8: 3D-Ready TV Products and Pricing
3D-Ready TV Products and Pricing 3D will be a feature on high end 200/240Hz LED LCD and plasma sets initially. Will support Full HD 3D Blu-ray and broadcast formats. Entry prices $2,500-$4,500, depending on screen size and bundled glasses. Minimum prices will fall to $1,000 or less within 3 years. 3
Slide 9: 3D-Ready TV Prices Will Follow Existing Benchmarks
3D-Ready TV Prices Will Follow Existing Benchmarks Retail Price $ (USA) 7000 6000 50-54” 720p/1080i Average Annual 5000 Price Erosion 25% 4000 50-54” 1080p $3000 3000 40-44” 720p/1080i 50-55” $2500 3D-Ready 1080p/240Hz+ (Bundled Active Glasses) 2000 40-47” 40-44”1080p 1000 0 2004 2005 2006 2007 2008
Slide 10: Why Will Flat Panel TV Owners Upgrade to 3D-Ready?
Why Will Flat Panel TV Owners Upgrade to 3D-Ready? 50 US Flat Panel Annual Shipments Millions 45 Replacement/Upgrade Drivers Larger screens: 50”and over 20% by 2015 40 Thinner designs, better styling Total Flat Panel Shipments Higher quality e.g.1080p/240Hz 35 Lower energy usage 30 Connected: Intern
Slide 11: 3D Ready TV Receivers Will Prime The Market
„3D Ready‟ TV Receivers Will Prime The Market as „HD Ready‟ Did 5 Years Ago % Homes 70% USA Installed Base of 3D-Enabled TV Sets 60% 50% Europe 40% 30% 20% 10% 0% 2010 2011 2012 2013 2014 2015 11 © 2010 Futuresource Consulting Ltd
Slide 12: 3D Eyewear
3D Eyewear Consumer 3D-Ready TV will generally use active (shutter) glasses. Set uses standard 2D display. Glasses will be $50-100 initially, prices will fall to <$25 in volume. Button cells (250-300 hours), rechargeable possible? Most TV makers will bundle one or two pairs. No standards – may not
Slide 13: Drivers for 3D: Blu-ray Hardware
Drivers for 3D: Blu-ray Hardware Blu-ray ideal for high quality 3D at home. Vendors want premium pricing on players initially ($300-600). But Sony firmware-upgradeable model $200 (€220) now. Sub-$100 3D BD players by 2012. 3D a standard feature on virtually all players by 2015. 3D will help accelera
Slide 14: Drivers for 3D: Blu-ray Titles
Drivers for 3D: Blu-ray Titles Fast title build-up is key to maintaining consumer and retail interest Initial 3D title releases expected this year (2010) Likely to be focussed on Q4 Format allows for 3D discs to play in 2D on legacy players Studios prefer to package 2D and 3D disc together at premiu
Slide 15: 3D Blu-Ray Player Forecast: W Europe
3D Blu-Ray Player Forecast: W Europe Annual European Blu-ray Hardware* Shipments 3D-Ready BDP Penetration of Homes Millions % 35 60% 30 30 28.3 50% 24.6 57m 3D in use 25 40% 20 17.3 31m 3D in use 30% 3D* BDPs 15 30 26 10.2 20% 2D BDPs 10 19 5.2 10% 5 2.2 9 0.8 0.5 3 0 0% 2008 2009 2010 2011 2012 201
Slide 16: 3D Blu-ray and Gaming
3D Blu-ray and Gaming Free firmware upgrade planned for existing PS3 to play 3D Blu-ray video. Timeline Summer 2010. 10.7 million PS3 consoles in use in the USA, 11.7m in Europe. New consoles will have upgraded firmware for Blu-ray and 3D gaming. Sony planning 3D gaming titles for PS3 in 2010. X-Box
Slide 17: Summary
Summary The ingredients for a Home 3D market are falling into place. 3D Digital Cinema expansion….. ….means more 3D live action movie production. 3D-Ready TVs and Blu-ray will seed the consumer market. Pay-TV networks ready to deliver movies and non-theatrical 3D content, especially sports, music. F
Slide 18: BD Continues To Go From Strength To Strength In Europe
BD Continues To Go From Strength To Strength BD Player Sales Growth In Europe* BD Video Title Sales Sales (M Units) Sales (M Units) 30 28.3 Blu-Ray PS3 24.6 25 20 17.3 15 10.2 10 4.6 5.2 5.4 5.1 4.1 4.1 5 2.2 2.9 0.8 1.6 0 2008 2009 2010 2011 2012 2013 2014 Homes Owning BD Players % of Households *
Slide 19: The Futuresource Entertainment Summit
The Futuresource Entertainment Summit 10th/11th June 2010 Visit the event website at www.fes2010.com 19 © 2010 Futuresource Consulting Ltd
Slide 20: Your questions answered
Your questions answered Futuresource Consulting +44 (0)1582 500 100 info@futuresource-hq.com www.futuresource-consulting.com 20 © 2010 Futuresource Consulting Ltd
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