Product Type: Market Research Report
Published by: In-Stat
Published: May 2002
Product Code: R97-966Description
Handset Semiconductors - Five Year Forecast And The Forces Behind Them
The last 12 months has been a very trying time for both handset component manufacturers and handset manufacturers alike. Years of incredible growth, terrorist attacks, a slowing economy, delays in 3G rollouts, and concerns over handset radiation, have all made it a tough one for those in the industry. Still, signs of returning growth are starting to appear, and with 2.5G and 3G already in operation, long-term prospects for growth look good, and new technologies look promising.
This report analyzes the trends and technology in cellular handsets, and translates this into what it will all mean for semiconductor manufacturers. Forecasts in this report include component chipset units, average selling prices, and handset revenue for the following handset semiconductors: Bluetooth, GPS, MPEG-4 decoders/encoders, camera image sensors, and main handset semiconductors broken-out by RF/IF, baseband, flash, SRAM, audio, power management, and discretes. Five-year semiconductor forecasts are also broken-out by air-interface technology into the following categories: Analog, CDMAOne, CDMA2000 1X, GSM, GSM GPRS, GSM EDGE, GSM/TDMA GAIT, TDMA, PHS, PDC, and UMTS.
Table of Contents
Handset Semiconductors - Five Year Forecast And The Forces Behind Them
Executive Summary
Methodology
Cellular/PCS Technology1st Generation (1G) - Analog
2nd Generation (2G) - DigitalTDMA, GSM, Digital-AMPS, & PDC
Code-Division Multiple Access (CDMA)
Personal Handy Phone System (PHS)
Integrated Digital Enhanced Network (iDEN)
Personal Communication System (PCS)
The Next Generation and Then Some (2.5G)General Packet Radio Service (GPRS)
EDGE
CDMA2000 1X RTT
The 3rd Generation (3G)W-CDMA
CDMA2000 1X EV DO (1X Evolution, Data Only)
CDMA2000 1X EV DV (1X Evolution, Data & Voice)
Market TrendsDisposables
Dual-Mode and Dual-Band & More
MEMs
Direct Conversion
MemoryMagnetic RAM - MRAM
Ferroelectric RAM (FeRAM)
Chalcogenide RAM
Polymer Memory
T-RAM
Cameras
Handset Semiconductor ForecastsAuxiliary Components
MPEG-4 Decoders/Encoders
Hardware MPEG-4 Pros & Cons
Software MPEG-4 Pros & Cons
MPEG-4 Semiconductor Forecast
BluetoothBluetooth Use in Cellular Handsets
Bluetooth Forecast for Handsets
GPS ComponentsGPS Semiconductor Forecasts
Wireless LAN
Cameras
Main Semiconductor ComponentsAnalog Semiconductor Forecast
CDMAOne Semiconductor Forecast
CDMA2000 1X Semiconductor Forecast
TDMA Semiconductor Forecast
TDMA/GSM GAIT Semiconductor Forecast
GSM Semiconductor Forecast
GSM GPRS Semiconductor Forecast
GSM EDGE Semiconductor Forecast
PDC Semiconductor Forecast
PHS Semiconductor Forecast
UMTS Semiconductor Forecast
Total Handset Semiconductor Forecast
Handset Definitions
List of TablesTable 1. Total Worldwide Handset Semiconductor Revenue (US$M)
Table 2. GPRS Operating Classes
Table 3. MPEG-4 Chip Market and Revenue Forecast (Units in Thousands, Revenues in US$M)
Table 4. Bluetooth Handset Semiconductor Forecast (Units in Thousands, Revenues in US$M)
Table 5. GPS Incremental Component Revenue (Units in Thousands, Revenues in US$M)
Table 6. Handset Cameras (Units in Thousands, Revenues in US$M)
Table 7. Analog Handset Semiconductor Revenue Forecast (US$M)
Table 8. Analog Handset Semiconductor ASPs (US$)
Table 9. Analog Handset Semiconductor Chipset Units (Units in Thousands)
Table 10. CDMAOne Handset Semiconductor Revenue Forecast (US$)
Table 11. CDMAOne Handset Semiconductor ASPs (Units in Thousands)
Table 12. CDMAOne Handset Semiconductor Units (Units in Thousands)
Table 13. CDMA2000 1X Handset Semiconductor Revenue Forecast (US$M)
Table 14. CDMA2000 1X Handset Semiconductor ASP's (US$)
Table 15. CDMA2000 1X Semiconductor Chipset Units (Units in Thousands)
Table 16. TDMA Handset Semiconductor Revenue Forecast (US$M)
Table 17. TDMA Handset Semiconductor ASPs (US$)
Table 18. TDMA Handset Semiconductor Chipset Units (Units in Thousands)
Table 19. TDMA/GSM GAIT Handset Semiconductor Revenue (US$M)
Table 20. TDMA/GSM GAIT Handset Semiconductor ASPs (US$)
Table 21. TDMA/GSM GAIT Handset Semiconductor Chipset Units (Units in Thousands)
Table 22. GSM Handset Semiconductor Revenue Forecast (US$M)
Table 23. GSM Handset Semiconductor ASPs (US$)
Table 24. GSM Handset Semiconductor Units (Units in Thousands)
Table 25. GSM GPRS Handset Semiconductor Revenue Forecast (US$M)
Table 26. GSM GPRS Handset Semiconductor ASPs (US$)
Table 27. GSM GPRS Handset Semiconductor Chipset Units (Units in Thousands)
Table 28. GSM EDGE Handset Semiconductor Revenue Forecast (US$M)
Table 29. GSM EDGE Handset Semiconductor ASPs (US$)
Table 30. GSM EDGE Handset Semiconductor Chipset Units (Units in Thousands)
Table 31. PDC Handset Semiconductor Revenue Forecast (US$M)
Table 32. PDC Handset Semiconductor ASPs (US$)
Table 33. PDC Handset Semiconductor Chipset Units (Units in Thousands)
Table 34. PHS Handset Semiconductor Revenue (US$M)
Table 35. PHS Handset Semiconductor ASPs (US$)
Table 36. PHS Handset Semiconductor Chipset Units (Units in Thousands)
Table 37. UMTS Handset Semiconductor Revenue (US$M)
Table 38. UMTS Handset Semiconductor ASPs (US$)
Table 39. UMTS Handset Semiconductor Chipset Units (Units in Thousands)
Table 40. Total Handset Semiconductor Revenue Forecast (US$M)
Table 41. Total Handset Semiconductor Revenue by Function (US$M)
Table 42. Handset Chipsets by Standard (Units in Thousands)
List of FiguresFigure 1. Analog Handset Semiconductor Revenue Forecast (US$M)
Figure 2. CDMAOne Handset Semiconductor Revenue Forecast (US$M)
Figure 3. CDMA2000 1X Handset Semiconductor Revenue Forecast (US$M)
Figure 4. TDMA Handset Semiconductor Revenue Forecast (US$M)
Figure 5. TDMA/GSM GAIT Handset Semiconductor Revenue Forecast (US$M)
Figure 6. GSM Handset Semiconductor Revenue Forecast (US$M)
Figure 7. GSM GPRS Handset Semiconductor Revenue Forecast (US$M)
Figure 8. GSM EDGE Handset Semiconductor Revenue Forecast (US$M)
Figure 9. PDC Handset Semiconductor Revenue Forecast (US$M)
Figure 10. PHS Handset Semiconductor Revenue Forecast (US$M)
Figure 11. UMTS Handset Semiconductor Revenue Forecast (US$M)
Figure 12. Total Handset Semiconductor Revenue Forecast (US$M)
Figure 13. Total Handset Semiconductor Revenue by Function (US$M)
Figure 14. Handset Chipsets by Standard (Units in Thousands)
|
|
