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)

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