From a cellphone standpoint the biggest market change last year (2012) was in the entry level "Smartphones," which have quickly taken over much of what was the less-expensive "feature phone" market segment. In addition, the multimode 3G/LTE smartphone growth was phenomenal. This down-market trend is largely because the Android operating system (O/S) has been enabled on less-expensive chip platforms. Consequently, in 2012 we saw Smartphones that range from $100 at the low end to $700 at the high end. This has led to price segmentation of the Smartphone market: Premium, Mainstream & Entry Level. We cover Smartphone vendor shipments and expand on Media Tablets which are also becoming significant markets for cellular chips.
Mobile Terminal Revenue By Type 2012
This report is an extensive (330-page) market study that covers the core integrated circuits that enable cellphones and media tablets. In this study, we don't just track basebands & application processors, we also track and forecast RF transceivers, power amplifiers, and power management units in great detail. The report provides 2012 vendor market shares for each of these core cellphone chip types and forecasts units, ASPs & revenues for all of them in detail through 2017. In addition, Smartphone and operating system shipments are also provided with market shares of each. This study explores the dynamics of each baseband types and profiles the chip providers and market shares for each of them. We forecast the cellular digital processor market in major categories:
MM and SM FDD-LTE Baseband Shipments
2012: 47 Mil Units
This study explores the dynamics of all these devices and profiles the chip providers and market shares for each of them in every category.
Of course, most interest is now about 4G cellular, especially in the form of LTE (Long Term Evolution). We highlight the currently-available LTE chips and many of the handsets that employ them at the beginning of 2013. However, 3.5G HSPA devices are growing faster as many 2G and WCDMA networks are being updated.
To only forecast baseband processors separately from application processors would be unhelpful, since the two increasingly occupy the same die (or the same package). Stand-alone application processors currently account for 41% of that market, as illustrated, but will see that share diminish as technology and price pressures push for more integrated solutions.
Application Processor Market Distribution by Type 2012
The RF transceiver is a key component of mobile handsets. With high demand for high growth LTE/3G smartphones coupled with a globally fragmented LTE frequency space the RF transceiver has grown to a new complexity level.
The Power Amplifier (PA) and Front-end Module (FEM) suppliers are actively integrating PAs with duplexers, couplers and filters. This report covers PAs in depth.
Analog BB, PMU and Standalone RF Summary 。
All portable cellular devices (including handsets and tablets) require efficient Power Management Units (PMUs) devices as companions to all processors to ensure optimal system operation and, especially, long battery life. Because power management technology requires mixed-signal capability, analog baseband (ABB) and audio codecs are often integrated on the same die.
We believe that there is no other core cellphone chip market study available that has the breadth or depth of coverage of this one. You are invited to scan the extensive table of contents to get an idea of the full extent of this valuable study and all of the components and companies covered.
As with all of our reports, your satisfaction is guaranteed.
Carter L. Horney, a recognized authority on microprocessors and DSPs in communications, is the author of this study. Mr. Horney is a Forward Concepts Associate and was formerly Division Planner for Rockwell International's Digital Communications Division and earlier Strategic Marketing manager for Rockwell's Semiconductor Products Division. Mr. Horney was responsible for the product planning, which led Rockwell (now Conexant Systems) to dominate the worldwide FAX and dial modem chip market. He was a Rockwell Engineering Fellow and has a B.S. in Mathematics and Physics and an M.S. in Mathematics from Western Illinois University.
Will Strauss, President of Forward Concepts, is an internationally-recognized authority on markets driven by DSP Technology (and wireless is the largest DSP market), and was a significant contributor to this study.