Handset Component 5-Year Forecast - Everything But The Kitchen Sink

The cellular handset has been going through a complete evolution in the last few years, keeping handset chipmakers on their toes while they attempt to forecast what will be the next big thing. When a technology does take the fancy of consumers and carriers, history shows us that the content of a handset can change quickly. For example, cameras in phones went from zero to over 150 million in just two years. Other technologies can, and will, move just as fast.

This report focuses on the trends that are quickly changing the handset makeup, and how these changes translate into component revenues. Estimates and five-year forecasts (units and revenues) are included for application processors, GPS, MPEG-4 encoders/decoders, Bluetooth, Wi-Fi, and camera image sensors. In addition, trends and forecasts for the main handset components are included, with coverage of RF/IF, Baseband (analog & digital), flash memory, SRAM, Codec/Audio, power management and semiconductor discretes. For each category, units, revenues and ASP's are included, as are break-outs for each air-interface technology. The air-interface breakouts for this report include CDMA2000 1X RTT, CDMA2000 1X EV-DO, TDMA, GSM, GPRS, EDGE, PDC, PHS, and W-CDMA (UMTS). Forecasts and historical data are included from 2003 to 2008.

Table
of Contents

• Executive Summary
  
  
  


• Methodology
  
  
  


• Cellular/PCS
  Technology Overview
  
  
  
  
  
  • 1st Generation
    (1G) - Analog
    
    
  
  
  • 2nd Generation
    (2G) - Digital
    
    
    
    
    
    • TDMA, GSM,
      Digital-AMPS, & PDC
      
      
    
    
    • Code-Division
      Multiple Access (CDMA)
      
      
    
    
    
    
  
  
  • The Between
    Generation (2.5G)
    
    
    
    
    
    • General
      Packet Radio Service (GPRS)
      
      
    
    
    • EDGE
      
      
    
    
    • CDMA2000
      1X RTT
      
      
    
    
    
    
  
  
  • The 3rd Generation
    (3G)
    
    
    
    
    
    • W-CDMA
      
      
      
    
    
    • CDMA2000
      1X EV-DO (1X Evolution, Data-Optimized)
      
      
    
    
    • CDMA2000
      1X EV-DV (1X Evolution, Data & Voice)
      
      
    
    
    
    
  
  
  
  


• Handset Market
  Trends
  
  




• Band/Mode Creep
  Continues
  
  


• Color LCDs
  
  


• CMOS RF
  
  


• Memory &
  Storage
  
  


• Security
  
  


• Application Processor
  
  
  




• Handset Semiconductor
  Forecasts
  
  
  
  
  
  • Auxiliary Components
    
    
    
    
    
    
    • Application
      Processors
      
      
    
    
    • MPEG-4
      Decoders/Encoders
      
      
    
    
    • Bluetooth
      
      
      
    
    
    • GPS Components
      
      
      
    
    
    • WLAN
      
      
    
    
    
    
  
  
  • Main Semiconductor
    Components
    
    
    
    
    
    • CDMA2000
      1X Semiconductor Forecast
      
      
    
    
    • CDMA2000
      EV-DO Semiconductor Forecast
      
      
    
    
    • TDMA Semiconductor
      Forecast
      
      
    
    
    • GSM Semiconductor
      Forecast
      
      
    
    
    • GSM GPRS
      Semiconductor Forecast
      
      
    
    
    • GSM EDGE
      Semiconductor Forecast
      
      
    
    
    • PDC Semiconductor
      Forecast
      
      
    
    
    • PHS Semiconductor
      Forecast
      
      
    
    
    • W-CDMA
      Semiconductor Forecast
      
      
    
    
    • Total Handset
      Semiconductor Forecast
      
      
    
    
    
    
  
  
  
  


• Conclusion And
  Final Words
  
  


• Handset Component
  Company Profiles
  
  
  
  
  
  • Analog Devices
    
    
    
  
  
  • Broadcom
    
    
  
  
  • Freescale
    
    
  
  
  • Infineon
    
    
  
  
  • Prairiecomm
    
    
    
  
  
  • Qualcomm
    
    
  
  
  • RF Micro Devices
    
    
    
  
  
  • Siemens
    
    
  
  
  • Skyworks
    
    
  
  
  • Texas Instruments
    
    
    
  
  
  
  


• Handset Definitions
  
  

List
of Tables

• Table 1. Handset
  Application Processors (Units in Thousands, ASP in $, Revenue in $M)
  
  
  


• Table 2. Handset
  MPEG-4 Semiconductors (Units in Thousands, ASP in $, Revenue in $M)
  
  
  


• Table 3. Handset
  Bluetooth Semiconductors (Units in Thousands, ASP in $, Revenue in $M)
  
  
  


• Table 4. GPS Incremental
  Component Revenue (Units in Thousands, ASP in $, Revenue in $M)
  
  


• Table 5. WLAN in
  Cellular Handsets (Units in Thousands, ASP in $, Revenue in $M)
  
  


• Table 6. Handset
  Cameras (Units in Thousands, Revenues in US$ in Millions)
  
  


• Table 7. CDMA2000
  1X Handset Semiconductor Revenue Forecast (US$ in Millions)
  
  


• Table 8. CDMA2000
  1X Handset Semiconductor ASP's (US$)
  
  


• Table 9. CDMA2000
  1X Semiconductor Chipset Units (Units in Thousands)
  
  


• Table 10. CDMA2000
  EV-DO Handset Semiconductor Revenue Forecast (US$ in Millions)
  
  


• Table 11. CDMA2000
  EV-DO Handset Semiconductor ASP's (US$)
  
  


• Table 12. CDMA2000
  EV-DO Semiconductor Chipset Units (Units in Thousands)
  
  


• Table 13. TDMA
  Handset Semiconductor Revenue Forecast (US$ in Millions)
  
  


• Table 14. TDMA
  Handset Semiconductor ASPs (US$)
  
  


• Table 15. TDMA
  Handset Semiconductor Chipset Units (Units in Thousands)
  
  


• Table 16. GSM Handset
  Semiconductor Revenue Forecast (US$ in Millions)
  
  


• Table 17. GSM Handset
  Semiconductor ASPs (US$)
  
  


• Table 18. GSM Handset
  Semiconductor Units (Units in Thousands)
  
  


• Table 19. GSM GPRS
  Handset Semiconductor Revenue Forecast (US$ in Millions)
  
  


• Table 20. GSM GPRS
  Handset Semiconductor ASPs (US$)
  
  


• Table 21. GSM GPRS
  Handset Semiconductor Chipset Units (Units in Thousands)
  
  


• Table 22. GSM EDGE
  Handset Semiconductor Revenue Forecast (US$ in Millions)
  
  


• Table 23. GSM EDGE
  Handset Semiconductor ASPs (US$)
  
  


• Table 24. GSM EDGE
  Handset Semiconductor Chipset Units (Units in Thousands)
  
  


• Table 25. PDC Handset
  Semiconductor Revenue Forecast (US$ in Millions)
  
  


• Table 26. PDC Handset
  Semiconductor ASPs (US$)