In Sigma Designs Latest Investor presentation September 2009, The expect that their 19% of their total revenue will be made form selling media processors to Digital media players in first half 2010. This is 3% up from 1H2009. More interestingly is that the of the total current business of Sigma Designs IPTV makes up 80% of total revenue and Sigma expects that to fall to 76% in 2010. When looking at Sigma Desings Investors calls the last 3 years the category of Sigma media players called DMA and CMP by Siga in their transscripts firstly showed up in the Q1 2009 of their investor call, before that the had been no mention of the product and category. |