The case for TRID

http://www.eetimes.com/news/semi/showArticle.jhtml?articleID=199203182

This is an article on LCD TV Sales in China. As you read it, recall that TRID has agreements with every Chinese LCD TV maker.
Key highlights of the article:
1. 24% CAGR through 2011 (for China alone)
2. Value to grow from $7B to $25B in 2011 (for China alone)
3. Volumes to grow to 55 million units from 10 million in 2006
4. Sweet spot is 40" TVs - dominated by TRID
"iSuppli believes that in 2007, the 40-inch size will be the sweet spot in the market and garner the most support from advanced LCD fabs and in terms of OEM manufacturing commitments in China. "

This is iPod level volumes, and currently dominated by TRID.

I will also point out the strong Chinese commitment and Chinese connection. Not only did TRID recently build a design center in China for $11M, the founder and several top Executives are Chinese. That does mean something.

Very few markets are growing at this rate. At some point, not only will the market re-awaken to TRID's potential, but someone will buy them. That's what I hope at least.

In the immediate term, the next few months are the time for design-ins for the next holiday season TVs. TRID will probably continue to crush the competition, bringing them a continued strong sales picture