“Cheap huge capacity drives will become the home network entertainment solution this year, wired or wireless," says IT consultant Andy Marken. "Think of a small enclosure sitting on top of your home theater kit with all of your music, photo albums, personal videos, archived TV series and movies stacked up.”
Everyone is now delivering 16x DVD burners at unbelievably low prices. Rushing to keep pace, the leading media manufacturers deliver the high-speed +/-R media as quickly as the formats and specifications are approved.
But, according to most senior engineers, we've finally reached the upper performance limit for single-sided 4.7GB media. There are discussions of jumping the speed to 18x/20x but amongst most content professionals there is always a concern about the integrity of the written data at excessively high speeds. They usually write content at a much slower speed so they maintain the highest possible quality.
A QUESTION OF SPEEDB
While this exploration is going on, the media industry leaders were ramping up Double Layer (DL) media production; Verbatim leads the pack on delivering the 16x discs. The initial 2x -R and 2.4x +R media has already been certified for 4 and 5x speeds.
Now all of the major disc producers — Verbatim, MKM and others — are delivering 16x media and a few other firms have begun their DL production ramps even though the media product from the two firms mentioned has been certified by the authorisation group. The big difference is that the big volume burner producers are shipping 4x and 5x DL units and have already certified Verbatim's DL discs for these write speeds. There is some speculation that the discs were so over-designed that it may be possible to write the 8.5GB discs at 8x. That would mean significant savings if they don't have to come up with new dyes, chemistries and processes.
The engineers and chemists are still working to see if they can reliably deliver 16x DL media, but they should rather be focusing more on the quality of the data laid down, not the speed.
One concept that will probably never emerge from the research groups is quad layer discs (15GB). The big challenges would be backward read compatibility (probably won't happen) or simply encourage consumers to move on to new players. Of course, they could simply put the project on the shelf and focus on the burners and media we'll begin seriously buying in 2006.
The major thing the industry analysts forget, as do the hardware/media manufacturers, is that people don't immediately jump on every "new generation" or “next greatest thing.” So, those Blu or HD burners may take years to become accepted except with the early adopters. Two hours of personal video from a DVD is a lot; 30 minutes of a kid's ballet recital on SVCD is excruciating; 24 hours of music on a single disc is "like way cool!"
We were recently asked — yes, again — which had better compatibility: + or -R. Honestly, that worry should be behind you. It is only a rounding error of the units that aren't compatible with both media. If there is an edge it is perhaps – and we emphasize perhaps – slightly better compatibility with +R. That's true of PC and TV settop players.
DVD burner prices are in the basement. DVR prices, even with some mind-boggling features, are right next door. Disc prices, even for quality, name brand media that is all people should buy for irreplaceable personal digital photos and family video memories, have come down dramatically in the past few months.
Even with the rising "no-name" production coming out of China, the demand for the two classes of CD and DVD media continues to grow (see disc sales growth chart). The classes? Cheap stuff starting as low as $.10 - $.15 for CDR and not much more for the stuff they call DVDR. Brand media have the reputation and distribution channels to maintain their lead and modest margins.
The quality media and bottom feeders are making it extremely difficult for those in the middle to survive. Expect to see factories close in both Taiwan and China this coming year when people buy in two categories. First, there will
be the ultra high speed single layer media and high speed DL (+/-) that will be economical and in volume from the brand name suppliers.
Then there will be the slow speed, cheap media that only works in older burners/recorders. The in-between questionable stuff will sell for a while, but without the infrastructure, technology expertise and relationships the middle will painfully disappear even as sales volumes continue to rise.
BEST OF BOTH WORLDS?
Speaking of discs, if you like CD music and you like DVD-Audio, you're going to love the new sandwich that the music industry in LaLa Land has put together for you – DualDisc. Imagine a disc with one side a conventional music CD and the other a DVD-Audio.
If you want the disc in your car CD player, that's great. But if you want to play the DVD in your home system, you'll have pop into your trunk and unload your cartridge.
Of course, the idea of doing something logical like putting two discs in a single jewel case never crossed their minds. Fortunately, the party line from the "sponsors" is that consumer response in the test markets has been "overwhelmingly positive."
If you're not into the idea of buying a second copy for the home or car, you can always rip a copy of one or both to CD-R or DVD+/-R media. We don't like that idea but your only option seems to buy another music industry sandwich which doesn't sound appetising.
DOWNLOAD VS CD MUSIC
If you believe Apple, Sony and Sir Richard Branson, the world is abandoning CD music for single song downloads. Today, there are more than 20 online services that allow you to legally or illegally download music to your portable music device. The sound — slightly less quality than CD — seems to be good enough for a lot of people.
While RIAA says that the downloads are killing the music industry, the truth is that less than eight percent of the music people enjoy is downloaded. The rest of the digital music is purchased at retail. Jupiter research forecasts that CD sales will continue to dwarf downloads through the remainder of the decade. They point out that CD player and system sales will continue to dwarf the sale of MP3 and other digital music players.
In that same vane NetFlix and TiVo have joined forces to deliver video-on-demand and more than a dozen other VOD services, including those offering video to cellphones, have emerged. Watching video on a cellphone screen is painful at best. Seven-inch DVD player screens are "tolerable."
Once you've seen HD are you going to tolerate the grainy quality of these small screens? Worse yet, VoD demands big pipes and so far those only exist in Japan, Korea and a few areas of Europe.
With people now migrating to home entertainment, home theater systems as well as HighDef and rich immersion/surround sound; quality may return to our audio/video content.
MAKING A BUCK WITH BURNERS
While brand name "producers" can make a few cents profit on their DVD burners based on their name and reputation, the people who actually assemble the units — BenQ, Lite-On, AOpen, MSI and a few others — are only able to sell on the basis of price. But most of these Taiwanese producers saw the writing on the wall and were able to make their own DVD recorders and earn a little better margin.
The units without hard drives in them went nowhere so, now, all DVD recorders also have hard drives. Consumers, speaking with their credit cards, are saying the more drive capacity the better.
In 2004, more than 15 million DVD recorders have been sold and over 70 percent contain a hard disc. While the units started out with 20GB drives, demand quickly dictated that people wanted 40-80GB drives and we're seeing a lot of retail action for the 250-300GB HD-based units. Hard discs continue to be the backbone of most applications.
This entertainment server evolution hasn't gone unnoticed with the PC manufacturers and we'll see PCs that look like DVD recorders with brains, huge memories (500+GB), network capabilities and more. The biggest challenge for these producers is understanding what consumer electronics manufacturers already know — you don't leave the unit running all the time (Microsoft solution to the warm-up problem), it has to come on instantly (that means a Linux kernel) and it has to be whisper quiet.
The second challenge for the PC manufacturers will be to resist Microsoft "influence" to ensure the system in the living room is really a PC first. Too many seem to forget that PCs have only penetrated about 50 percent of the homes and that number has remained relatively constant despite the ready availability of $200 - $300 "computers."
2005 WINNER
Wonder what the next great storage solution will look like? Here's a big hint: it will be Blue. More specifically Blu!
The Forum, NEC or Toshiba probably won't concede, but it certainly appears that if you want to be at the leading edge in your neighbourhood you'll be buying a Blu-ray burner this year. More than 90 firms have climbed aboard the Sony/Matsushita bandwagon, along with HP, Dell, JVC, Samsung, LG, Pioneer, Philips and 90 percent of the CE manufacturers.
The Blu-ray Disc Association's position is that it is the right thing to do for content owners and consumers. You believe that then we've got some swampland we want to sell you.
But when the technology hits the street it will be good for the content owner (Sony and all of its content). Don't pull out your credit card just yet though because the initial burners (now selling in Japan) will be about $2000 and discs (25-30GB) will be $35 a piece. Then, too, you'll also have to buy a new player and so will all your friends.
Translation… expect DVD to be here for years!
MOST DRIVES STILL SPIN
Synonymous with time-shifting TV programmes, TiVo was the first company to get serious about non-computer use of Hard discs. Since then home audio visual kits have developed so rapidly that now they are used in everywhere, from car navigation systems to the latest cellphones and everything in between. Apple's iPod music player's hard disc can hold as many as 15,000 individual selections, presuming you have the time and energy to transfer that many tunes from around the globe.
Hard drives come in many sizes, capacities and versions. The recording medium is a metal or glass disc, coated and recordable on both sides. The platters can be as small as 20mm (0.8 inches) and as large as 130mm (the good old 51/4-inch). Most however are 65mm (2.5-inches) or smaller (see picture).
Most drives have multiple platters: 2,3,4. In 2003, it was estimated that about 360 million platters of all sizes were produced for about 250 million individual drives. This means the “average” drive contained 1.44 platters.
Much of the development work in disk drives over the past 10 years has been in increasing the areal density and improving the magnetic heads that write and read the data. The areal density of a hard drive has jumped from 1GB/sq in five years ago to today's 100-150GB/sq in.
Two orders of magnitude (100 times) is amazing and engineers say they can improve capacities 100 times or more in the next five years; it’s easy to see these little suckers aren't going away.
Cheap huge capacity drives will become the home network entertainment solution this coming year, wired or wireless. Think of a small enclosure sitting on top of your home theater with all of your music, photo albums, personal videos, archived TV series and movies stacked up waiting for you go pick and choose your favorite at will. Possible? Sure.
The billion dollar question is: Can you do it all with the remote or is someone going to “suggest” you continue to use the tired old keyboard?
In his more than 25 years in the industry field, Andy Marken has been involved with a broad range of corporate and marketing activities for technology-based firms. His experience includes comprehensive support of firms involved in the Internet, Webcommerce, audio/video production, storage, systems and network-based solutions industries. andy@markencom.com
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Predicting the future, let alone the future of packaged media, is a perilous exercise, and possibly counter-productive, as the exercise closes doors rather than keep them open, argues JEAN-LUC RENAUD, DVD Intelligence publisher. Consider that: Apple was left nearly for dead 15 years ago. Today, it became the world's most valuable technology company, topping Microsoft.
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The advent of radio, then television, was to kill the cinema. With a plethora of digital TV channels, a huge DVD market, a wealth of online delivery options, a massive counterfeit underworld and illegal downloading on a large scale, cinema box office last year broke records!
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And who predicted the revival of vinyl?
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