Strategy Analytics at CES: Blu-ray vs. HD-DVD and the winner is….GaN!

Business Wire, Jan 7, 2008

Gaming, PC and Home Theater Markets to Skyrocket Demand for Gallium Nitride Laser Diodes

BOSTON -- Strategy Analytics analyst Asif Anwar forecasts that expansion of high definition (HD) into the gaming, PC and home theatre markets will drive the growth of GaN laser diodes, whichever standard prevails.

Currently the high growth of the GaN-based laser diode market is driven by the huge demand for Read-Only units in the next generation of games consoles - Sony's Playstation 3 (PS3) and Microsoft's Xbox 360. Moving forward, the sustainable opportunity for next generation optical storage Blu-ray and HD-DVD formats will be in the home theatre and PC markets.

"Ultimately, it will be the consumer who dictates a winner. The final outcome will be based on content availability, storage capacity, backwards compatibility, hardware price, and content protection," notes Asif Anwar. "The home theatre and the PC markets will propel demand for the GaN-based LDs once the gaming console market matures. Suppliers of GaN laser diodes will be winners no matter which format wins."

Strategy Analytics analysis on GaN laser diode markets is available in the report, "Gallium Nitride Laser Diodes: Markets and Applications 2006-2011," at www.strategyanalytics.net

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Strategy Analytics, Inc focuses on market opportunities and disruptive forces in the areas of Automotive Electronics and Entertainment, Broadband Connected Home, Mobile & Wireless Intelligent Systems Implementation Strategies and High Frequency Market intelligence. Headquartered in Boston, MA, with offices in the UK, France, Germany, Japan, S. Korea and China, Strategy Analytics works with clients through annual multi-client services, management team workshops and custom consulting engagements. For more information, please visit www.strategyanalytics.com