Abstract
Semiconductor components in handsets are the largest semiconductor market in the world by volume, if not in total revenue. Because handset semiconductors are produced in such high volumes, there are very strong price pressures in this market to keep prices low, but, at the same time, cellular service providers always want the latest features in their handsets so that they can continue to attract new subscribers. This conflict between cost and the latest features makes it even more difficult for handset semiconductor manufacturers and handset manufacturers to know what feature mix to pursue.
This report was created with this problem in mind, as it includes the results of a primary research study about what cellular features subscribers are looking for in their handsets, in addition to forecasts for both core and feature semiconductors in handsets. The report contains worldwide forecasts for Bluetooth, GPS, Wi-Fi, cameras, and mobile TV tuners and demodulators, including units, ASPs, and revenues. In addition, this report contains units, ASPs, and revenues, forecasted by phone technology, for a handset' s core chipset. Functional breakouts of revenue are also included for power management, audio, SRAM, Flash, analog/digital baseband, and IF/RF sections.
Table of Contents
- Introduction
- Methodology
- Handset Market Trends and Research
- Research
- Near Field Communication Purchases
- Analysis
- Summary
- Why Are You Getting a New Handset?
- What Change Would You Like?
- Handset Semiconductor Forecasts
- Core Handset Semiconductors
- Auxiliary Semiconductors
- Summary
List of Tables
- Table 1. Total Handset Semiconductor Revenues (US$ in Millions)
- Table 2. Total Worldwide Handset Chipsets (Units in Thousands)
- Table 3. CDMA2000 and CDMAOne Handset Subsection ASPs (US$ in Millions)
- Table 4. CDMA2000 and CDMAOne Handset Subsection Revenue (US$ in Millions)
- Table 5. CDMA2000 EV-DO Handset Subsection ASPs (US$ in Millions)
- Table 6. CDMA2000 EV-DO Handset Subsection Revenue (US$ in Millions)
- Table 7. GSM GPRS Handset Subsection ASPs (US$)
- Table 8. GSM GPRS Handset Subsection Revenue (US$ in Millions)
- Table 9. GSM EDGE Handset Subsection ASPs (US$)
- Table 10. GSM EDGE Handset Subsection Revenue (US$ in Millions)
- Table 11. WCDMA Handset Subsection ASPs (US$)
- Table 12. WCDMA Handset Subsection Revenue (US$ in Millions)
- Table 13. HSPA/HSPA+ Handset Subsection ASPs (US$)
- Table 14. HSPA/HSPA+ Handset Subsection Revenue (US$ in Millions)
- Table 15. Bluetooth Handset Chip Revenue (US$ in Millions)
- Table 16. Handset CMOS Image Sensor Revenue (US$ in Millions)
- Table 17. Worldwide Mobile TV Handsets by Technology (in Thousands)
- Table 18. Worldwide Mobile TV Chip Revenues (US$ in Thousands)
- Table 19. Wi-Fi Chip Revenue (US$ in Millions)
- Table 20. GPS Chip Revenue (US$ in Millions)
- Table 21. Handset Semiconductor Revenue Summary by Cellular Technology (US$ in Millions)
- Table 22. Handset Semiconductor Revenue Summary by Subsection (US$ in Millions)
List of Figures
- Figure 1. Respondents by Handset Form Factor
- Figure 2. Do You Want Bluetooth in Your Next Handset?
- Figure 3. Do You Want a Camera in Your Next Handset?
- Figure 4. Do You Want an FM Radio in Your Next Handset?
- Figure 5. Do You Want Mobile TV in Your Next Handset?
- Figure 6. How Much Are You Willing to Pay for Mobile TV?
- Figure 7. Do You Want Wi-Fi in Your Next Handset?
- Figure 8. Do You Want GPS Mapping Features on Your Next Handset?
- Figure 9. Do You Want an MP3 Player in Your Next Handset?
- Figure 10. Do You Want a Speakerphone in Your Next Handset?
- Figure 11. Would You Like the Ability to Make Purchases With Your Next Handset?
- Figure 12. Summary of Feature Interest
- Figure 13. CDMA2000 and CDMAOne Semi Revenue by Subsection (US$ in Millions)
- Figure 14. CDMA2000 EV-DO Semi Revenue by Subsection (US$ in Millions)
- Figure 15. GSM GPRS Semi Revenue by Subsection (US$ in Millions)
- Figure 16. GSM EDGE Semi Revenue by Subsection (US$ in Millions)
- Figure 17. WCDMA Semi Revenue by Subsection (US$ in Millions)
- Figure 18. HSPA/HSPA+ Semi Revenue by Subsection (US$ in Millions)
- Figure 19. Handset Semiconductor Revenue by Subsection (US$ in Millions)
