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| Handset Component 5-Year Forecast - Everything
But The Kitchen Sink |
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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 handset component market 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. |
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- 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
- 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$)
- Table 27. PDC Handset
Semiconductor Chipset Units (Units in Thousands)
- Table 28. PHS Handset
Semiconductor Revenue (US$ in Millions)
- Table 29. PHS Handset
Semiconductor ASPs (US$)
- Table 30. PHS Handset
Semiconductor Chipset Units (Units in Thousands)
- Table 31. W-CDMA
Handset Semiconductor Revenue (US$ in Millions)
- Table 32. W-CDMA
Handset Semiconductor ASPs (US$)
- Table 33. W-CDMA
Handset Semiconductor Chipset Units (Units in Thousands)
- Table 34. Total
Handset Semiconductor Revenue Forecast (US$ in Millions)
- Table 35. Total
Handset Semiconductor Revenue by Function (US$ in Millions)
- Table 36. Handset
Chipsets by Standard (Units in Thousands)
- 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. TDMA
Handset Semiconductor Revenue Forecast (US$ in Millions)
- Figure 4. GSM Handset
Semiconductor Revenue Forecast (US$ in Millions)
- Figure 5. GSM GPRS
Handset Semiconductor Revenue Forecast (US$ in Millions)
- Figure 6. GSM EDGE
Handset Semiconductor Revenue Forecast (US$ in Millions)
- Figure 7. PDC Handset
Semiconductor Revenue Forecast (US$ in Millions)
- Figure 8. PHS Handset
Semiconductor Revenue Forecast (US$ in Millions)
- Figure 9. W-CDMA
Handset Semiconductor Revenue Forecast (US$ in Millions)
- Figure 10. Total
Handset Semiconductor Revenue Forecast (US$ in Millions)
- Figure 11. Total
Handset Semiconductor Revenue by Function (US$ in Millions)
- Figure 12. Handset
Chipsets By Standard (Units in Thousands)
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