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Handset Semiconductors - Have We Reached The End Of The Wild Ride?

Service: Wireless Component Technology
Service: Communications Technology

Report Number: WT01-07HS
Publication Date: August 2001
Number of Pages: 64
Report Price: $3,495 USD

The last 12 months has been a roller-coaster ride for both handset component manufacturers and handset manufacturers alike. After years of incredible growth, this year's glut of components, 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 just around the corner, long-term prospects look good.

This report analyzes some of the trends and technology in cellular handsets, and translates this into what it means for semiconductor manufacturers. Forecasts include units, average selling prices, and revenue for the following handset semiconductors: Bluetooth, GPS, MPEG-4 decoders/encoders, MP-3 decoders, analog semiconductors, cdmaOne semiconductors, cdma2000 1X semiconductors, GSM semiconductors, GPRS semiconductors, EDGE semiconductors, PDC semiconductors, and W-CDMA semiconductors.

Table of Contents

  • EXECUTIVE SUMMARY
  • METHODOLOGY
  • CELLULAR/PCS TECHNOLOGY
    • 1ST GENERATION (1G) - ANALOG
    • 2ND GENERATION (2G) - DIGITAL
  • MARKET OVERVIEW
  • DUAL-MODE AND DUAL-BAND
  • HANDSET SEMICONDUCTOR FORECASTS
    • MPEG-4 DECODERS/ENCODERS
      • Hardware MPEG-4 Pros & Cons
      • Software MPEG-4 Pros & Cons
      • MPEG-4 Semiconductor Forecast
    • BLUETOOTH
      • Bluetooth Use in Cellular Handsets
      • Bluetooth Forecast for Handsets
    • DIGITAL AUDIO PLAYER INTEGRATION (MP-3)
      • MP-3 Semiconductor Forecasts
    • GPS COMPONENTS
      • GPS Semiconductor Forecasts
    • ANALOG SEMICONDUCTOR FORECAST
    • 2G CDMA SEMICONDUCTOR FORECAST
    • CDMA2000 1X SEMICONDUCTOR FORECAST
    • 2G TDMA SEMICONDUCTOR FORECAST
    • 2G GSM SEMICONDUCTOR FORECAST
    • GPRS SEMICONDUCTOR FORECAST
    • EDGE SEMICONDUCTOR FORECAST
    • PDC SEMICONDUCTOR FORECAST
    • W-CDMA SEMICONDUCTOR FORECAST
    • TOTAL HANDSET SEMICONDUCTOR FORECAST
    • HANDSET DEFINITIONS

List of Tables

  • Table 1 - Total Worldwide Handset Semiconductor Revenue
  • Table 2: GPRS Operating Classes
  • Table 3: MPEG-4 Chip Market and Revenue
  • Table 4: Wireless Connectivity Comparison
  • Table 5 - Bluetooth Handset Semiconductor Forecast
  • Table 6: Handset Digital Music Player Forecast
  • Table 7: GPS Separate Component Revenue
  • Table 8: Analog Handset Semiconductor Revenue
  • Table 9: Analog Handset Semiconductor ASPs
  • Table 10: Analog Handset Semiconductor Units
  • Table 11: 2G CDMA Handset Semiconductor Revenue
  • Table 12: 2G CDMA Handset Semiconductor ASPs
  • Table 13: 2G CDMA Handset Semiconductor Units
  • Table 14: cdma2000 1X Handset Semiconductor Revenue
  • Table 15: cdma2000 1X Handset Semiconductor ASPs
  • Table 16: cdma2000 1X Handset Semiconductor Units
  • Table 17: 2G TDMA Handset Semiconductor Revenue
  • Table 18: 2G TDMA Handset Semiconductor ASPs
  • Table 19: 2G TDMA Handset Semiconductor Units
  • Table 20: 2G GSM Handset Semiconductor Revenue
  • Table 21: 2G GSM Handset Semiconductor ASPs
  • Table 22: 2G GSM Handset Semiconductor Units
  • Table 23: GPRS Handset Semiconductor Revenue
  • Table 24: GPRS Handset Semiconductor ASPs
  • Table 25: GPRS Handset Semiconductor Units
  • Table 26: EDGE Handset Semiconductor Revenue
  • Table 27: EDGE Handset Semiconductor ASPs
  • Table 28: EDGE Handset Semiconductor Units
  • Table 29: PDC Handset Semiconductor Revenue
  • Table 30: PDC Handset Semiconductor ASPs
  • Table 31: PDC Handset Semiconductor Units
  • Table 32: W-CDMA Handset Semiconductor Revenue
  • Table 33: W-CDMA Handset Semiconductor ASPs
  • Table 34: W-CDMA Handset Semiconductor Units
  • Table 35: Total Handset Semiconductor Revenue
  • Table 36: Total Handset Semiconductor Units

List of Figures

  • Figure 1: Analog Semiconductor Revenue Forecast
  • Figure 2: 2G CDMA Semiconductor Revenue Forecast
  • Figure 3: cdma2000 1X Semiconductor Revenue Forecast
  • Figure 4: TDMA 2G Semiconductor Revenue Forecast
  • Figure 5: 2G GSM Semiconductor Revenue Forecast
  • Figure 6: GPRS Semiconductor Revenue Forecast
  • Figure 7: EDGE Semiconductor Revenue Forecast
  • Figure 8: PDC Semiconductor Revenue Forecast
  • Figure 9: W-CDMA Semiconductor Revenue Forecast
  • Figure 10: Total Handset Semiconductor Forecast


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