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PVR/DVR Market November 4 th , 2004

PVR/DVR Market November 4 th , 2004. Brendan Collins VP, Core Products Marketing Maxtor Corporation. Total CE Market. CE HDDs by Application. ’02-06 CAGR. 90. 59% Overall. 173% Portable Video. 80. 430% Cell Phone. 59% Camera. 70. 104% Auto. 72% Audio/MP3. 60. 50.

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PVR/DVR Market November 4 th , 2004

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  1. PVR/DVR MarketNovember 4th, 2004 Brendan Collins VP, Core Products Marketing Maxtor Corporation

  2. Total CE Market CE HDDs by Application ’02-06 CAGR 90 59% Overall 173% Portable Video 80 430% Cell Phone 59% Camera 70 104% Auto 72% Audio/MP3 60 50 13% Game Box Units (millions) 40 30 133% PVR/DVR 20 10 0 2001 2002 2003 2004 2005 2006 Source: TrendFOCUS Maxtor Confidential

  3. 3.5” Form Factor 3.5” HDD Unit Growth ’02-06 CAGR 300 13% Overall 250 50% CE 97% Personal Storage 200 44% Enterprise 11% Channel Inventory Units (millions) 150 5% Home PC 100 5% Business PC 50 The CE market is by far the fastest growing segment of the 3.5” space, but is still a long way off from approaching the size of the PC market 0 2001 2002 2003 2004 2005 2006 Source: TrendFOCUS Maxtor Confidential

  4. Size, Growth, and Penetration of DE Markets Size of the bubbles is proportional to the size of the corresponding market (in units) 100% PVR/DVR/STB MP3 Players 80% Full year 2003 actuals Digital Photo 60% CAGR Automotive 40% Mobile Phones Portable Video Laptops Desktops Handheld Games HDD Penetration 100% PDAs PVR, Laptops, and Desktops all have 100% HDD penetration. All other applications but game box have less than 10%. All would require small form factor drives -20% Game Box Maxtor Confidential -40%

  5. Size and Penetration of DE Markets - 2004 600 0% Devices with HDDs 500 Devices without HDDs 400 All potential markets are dwarfed by the cell phone market. Applications with a PC-architecture (PVR, Game box) show high penetration Units, Millions 300 200 100% 100 1% 100% 28% 8% 0% 6% 100% 1% 5% 0 Game box Automotive Desktops Notebooks PVR/DVR/ STB MP3 Players Portable PDAs Mobile Phones Digital Photo Handheld games Maxtor Confidential Video

  6. PVR/DVR Market Segmentation High End • 300 - 500 GB • 3 - 4 Streams, 4 tuners (80 Mbps) • $ 250 - 400 ASP • Acoustics • 300 - 500 GB • 4 - 7 Streams 4 tuners (140 Mbps) • $ 250 – 2,000 ASP • Acoustics • Power/Heat “Best in Class” • 400 - 500 GB • 2 - 4 Streams 4 tuners (80 Mbps) • $ 850 - 2000 ASP • Acoustics • Power/Heat “Best in Class” • 400 - 500 GB • 2 - 4 Streams 4 tuners (80 Mbps) • $ 1000 - 2500 ASP • Acoustics Mid Range • 80 - 300 GB • 2 - 3 Streams, 2 tuners (60 Mbps) • $ 250 - 400 ASP • Acoustics • 80 - 300 GB • 2 - 4 Streams, 2 tuners (80 Mbps) • $ 250 - 400 ASP • Acoustics • Power/Heat “Best in Class” • 80 - 300 GB • 2 - 4 Streams, 2 tuners (80 Mbps) • $ 700 - 2000 ASP • Acoustics • Power/Heat “Best in Class” • 80 - 300 GB • 2 - 4 Streams, 2 tuners (80 Mbps) • $ 700 - 1800 ASP • Acoustics Entry • 40 GB • 2 Streams, 1 tuner (40 Mbps) • $100-200 ASP • Acoustics • Reliability • 80 GB • 2 Streams 1 tuner (40 Mbps) • $100-200 ASP • Acoustics • Power/Heat “Best in Class” • 40 GB • 2 Streams 1 tuner (40 Mbps) • $ 400 - 600 ASP • Acoustics • Power/Heat “Best in Class” • 40 - 80 GB • 2 Streams 1 tuner (40 Mbps) • $ 600 - 1200 ASP • Acoustics Converged Devices & Media Centers Stand Alone DVRs Pay TV Set Top Boxes DVD-R/HDD Recorders Maxtor Confidential

  7. Multiple AV Content Storage Systems Playback Delivery Creation PVR/DVR On Demand Broadcasting Editing • Maxtor has participated mostly in the Playback segment • Distributed VOD systems are potential SCSI/SATA opportunity • that is being opportunistically supported • Edit and Broadcast area are unknown opportunities and are • small but profitable Maxtor Confidential

  8. Digital Entertainment Landscape Creation Delivery Playback Audio Video Games Maxtor Confidential

  9. Why Maxtor? Maxtor is the early mover in the DVR market • An original investor in TiVo • Market share leader • First HDD in a cable STB • Large number of design wins with ~50 different customers Maxtor Confidential

  10. Mechanical design consulting, testing and integration support Thermal Acoustics EMI Shock and Vibration Packaging Power Qualification Joint qualification Support Performance AV Throughput AV profiling, modeling, testing STB system optimization AV HDD feature development QuickVIEW (Advanced) Industry standard (T13) Custom (Proprietary) Host-based software technology Core Linux DVR functionality Content encryption/security Manufacturing support services Factory integration consulting, training Quality systems Process assistance AFR Monitoring and Reporting Failure Analysis Systems solutions co-development Reference designs Chipset/middleware compatibility Open Standards influence(T13, SATA, 1394 TA, USB2, etc.) Maxtor Confidential

  11. PVR/DVR MarketNovember 4th, 2004 Brendan Collins VP, Core Products Marketing Maxtor Corporation

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