The Little Device That Could: A 5-Year Handset Component Forecast: Industry Report

The Little Device That Could: A 5-Year Handset Component Forecast

Product Type: Market Research Report
Published by: In-Stat
Published: October 2005
Product Code: R97-2126

Description

After years of cellular services providers describing their plans for 3G, the advanced networks they have been constructing are finally operational, and the number of 3G subscribers have rapidly been increasing. Now is the time for handset makers and handset component makers to step up to the plate so that cellular carriers can get the data services revenue that they crave. Handset component makers have been scrambling to create the low-cost but feature-rich components that handset makers need.

This report is intended to give those that make handsets or their components a better view of the total handset component market and what's ahead in the next five years. Five-year forecasts include handset chipset numbers by technology (CDMA2000 1X, CDMA2000 1X EV-DO, GSM, GPRS, EDGE, PDC, PHS, and WCDMA), handset semiconductor section ASPs by technology and function (RF/IF, Analog/Digital Baseband, flash, SRAM, codec/audio, power management and discretes), and semiconductor revenue by technology and function. The report also includes five-year forecasts for handset "add-on" components (cameras, Bluetooth, MPEG-4/App Processor, GPS, and Wi-Fi) including total units and total component revenue. In addition, this report includes news announcements from the last year, announcing new components or indicating handset component trends.

Table of Contents

Table
of Contents

Executive Summary

Methodology

Handset Market
Trends
- Entertainment
- CMOS RF
- Removable Memory

Handset Semiconductor
Forecasts
- Auxiliary Components
  - MPEG-4
    Decoders/Encoders
  - Bluetooth
  - GPS Components
  - WLAN
  - Cameras
- Main Semiconductor
  Components
  - CDMA2000
    1X Semiconductor Forecast
  - CDMA2000
    EV-DO Semiconductor Forecast
  - GSM Semiconductor
    Forecast
- GSM GPRS Semiconductor
  Forecast
  - GSM EDGE
    Semiconductor Forecast
  - PDC Semiconductor
    Forecast
  - PHS Semiconductor
    Forecast
  - WCDMA Semiconductor
    Forecast
- Total Handset
  Semiconductor Forecast

Notable Announcements
and Trends
- General
  - Analog
    Devices, Inc.
  - Firefly
    Mobile
  - Infineon
    Technologies AG
  - RF Micro
    Devices, Inc.
  - Royal Philips
    Electronics
  - Siemens
    Communications
  - Texas Instruments
    Incorporated
- Main Handset
  Chips
  - Analog
    Devices, Inc.
  - AuthenTec
  - Berkana
    Wireless Inc.
  - Freescale
    Semiconductor
  - National
    Semiconductor
  - Qualcomm
  - RF Micro
    Devices
  - Silicon
    Laboratories, Inc.
  - Skyworks
    Solutions
  - Spansion
    LLC
  - Texas Instruments
- Application
  Processors
  - Freescale
    Semiconductors
  - Royal Philips
    Electronics
  - Qualcomm
- MPEG 4 (Video)
  Decoders/Encoders
  - Broadcom
    Corporation
- Bluetooth
  - Broadcom
    Corporation
  - BT Group
  - National
    Semiconductor Corporation
  - RF Micro
    Devices
- GPS Location
  Technology
  - Infineon
    Technologies
  - Qualcomm
  - Siemens
- WLAN (Wi-Fi)
  - Nokia
  - Royal Philips
    Electronics
  - Texas Instruments
- Mobile TV
  - Frontier
    Silicon
  - Royal Philips
    Electronics
  - Texas Instruments
- Cameras
  - Analog
    Devices
  - Texas Instruments
- Music/MPEG-3
  - Analog
    Devices
  - National
    Semiconductor Corporation
  - Royal Philips
    Electronics
  - Skyworks
    Solutions
- Multimedia/MPEG-4
  - Broadcom
    Corporation
  - Freescale
    Semiconductors
  - Qualcomm
  - Royal Philips
    Electronics
  - Skyworks
    Solutions
  - Texas Instruments

Conclusion and
Final Words

Handset Definitions

List
of Tables

Table 1. Handset
MPEG-4/Application Processor Chips (Units in Thousands, ASP in US$,
Revenue in US$ in Millions)

Table 2. Handset
Bluetooth Semiconductors (Units in Thousands, ASP in US$, Revenue in
US$ in Millions)

Table 3. GPS Incremental
Component Revenue (Units in Thousands, ASP in US$, Revenue in US$ in
Millions)

Table 4. WLAN in
Cellular Handsets (Units in Thousands, ASP in US$, Revenue in US$ in
Millions

Table 5. Handset
Cameras (Units in Thousands, Revenues in US$ in Millions)

Table 6. CDMA2000
1X Handset Semiconductor Revenue Forecast (US$ in Millions)

Table 7. CDMA2000
1X Handset Semiconductor ASPs (US$)

Table 8. CDMA2000
1X Semiconductor Chipset Units (Units in Thousands)

Table 9. CDMA2000
EV-DO Handset Semiconductor Revenue Forecast (US$ in Millions)

Table 10. CDMA2000
EV-DO Handset Semiconductor ASPs (US$)

Table 11. CDMA2000
EV-DO Semiconductor Chipset Units (Units in Thousands)

Table 12. GSM Handset
Semiconductor Revenue Forecast (US$ in Millions)

Table 13. GSM Handset
Semiconductor ASPs (US$)

Table 14. GSM Handset
Semiconductor Units (Units in Thousands)

Table 15. GSM GPRS
Handset Semiconductor Revenue Forecast (US$ in Millions)

Table 16. GSM GPRS
Handset Semiconductor ASPs (US$)

Table 17. GSM GPRS
Handset Semiconductor Chipset Units (Units in Thousands)

Table 18. GSM EDGE
Handset Semiconductor Revenue Forecast (US$ in Millions)

Table 19. GSM EDGE
Handset Semiconductor ASPs (US$)

Table 20. GSM EDGE
Handset Semiconductor Chipset Units (Units in Thousands)

Table 21. PDC Handset
Semiconductor Revenue Forecast (US$ in Millions)

Table 22. PDC Handset
Semiconductor ASPs (US$)

Table 23. PDC Handset
Semiconductor Chipset Units (Units in Thousands)

Table 24. PHS Handset
Semiconductor Revenue (US$ in Millions)

Table 25. PHS Handset
Semiconductor ASPs (US$)

Table 26. PHS Handset
Semiconductor Chipset Units (Units in Thousands)

Table 27. W-CDMA
Handset Semiconductor Revenue (US$ in Millions)

Table 28. W-CDMA
Handset Semiconductor ASPs (US$)

Table 29. W-CDMA
Handset Semiconductor Chipset Units (Units in Thousands)

Table 30. Total
Handset Semiconductor Revenue Forecast (US$ in Millions)

Table 31. Total
Handset Semiconductor Revenue by Function (US$ in Millions)

Table 32. Handset
Chipsets by Standard (Units in Thousands)

List
of Figures

Figure 1. CDMA2000
1X Handset Semiconductor Revenue Forecast (US$ in Millions)

Figure 2. CDMA2000
EV-DO Handset Semiconductor Revenue Forecast (US$ in Millions)

Figure 3. GSM Handset
Semiconductor Revenue Forecast (US$ in Millions)

Figure 4. GSM GPRS
Handset Semiconductor Revenue Forecast (US$ in Millions)

Figure 5. GSM EDGE
Handset Semiconductor Revenue Forecast (US$ in Millions)

Figure 6. PDC Handset
Semiconductor Revenue Forecast (US$ in Millions)

Figure 7. PHS Handset
Semiconductor Revenue Forecast (US$ in Millions)

Figure 8. WCDMA
Handset Semiconductor Revenue Forecast (US$ in Millions)

Figure 9. Total
Handset Semiconductor Revenue Forecast (US$ in Millions)

Figure 10. Total
Handset Semiconductor Revenue by Function (US$ in Millions)

Figure 11. Handset
Chipsets by Standard (Units in Thousands)

Ordering and More Information

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