行動處理器之概觀︰ 次世代消費者設備之戰爭

Abstract

Report Summary

Mobile electronics is the fastest growing segment of the electronics industry and represents a significant opportunity for both growth and innovation in the semiconductor industry. This report examines the opportunity and challenges for merchant market mobile processors, which include CPUs, applications processors, and baseband processors, in mobile electronics.

This report examines the market TAM, battle between architectures, integration trends, and semiconductor vendors targeting mobile devices with merchant market processors. This report is one in a series of reports that examines the three critical semiconductor building blocks of mobile devices - processing, graphics/multimedia, and baseband. This report also complements other reports in the In-Stat Mobile Technologies service.

• TAM for merchant market mobile processors by application
• The estimated value of the processing, graphics/multimedia, and baseband functionality in mobile devices using merchant market mobile processors
• Market forecasts by applications and processor architecture
• The integration trends by application and architecture for:
  • Multiple processor cores
  • Graphics and multimedia accelerators
  • I/O
  • Baseband connectivity
• Vendor profiles

HIGHLIGHTS

• The TAM for merchant market mobile processors is projected to grow at a 22.3% CAGR through 2013 to about 775 million units
• The ARM and x86 processor architectures will remain the primary solutions for the mobile device market.
• The ARM and x86 architectures will both become more competitive with the introduction of the Moorestown Atom processor from Intel and processors using the ARM Cortex-A9 core beginning in late 2009.
• Integration of additional cores, graphics/multimedia, I/O, and baseband functionality will continue, particularly in handheld applications.
• The estimated value of the processing, graphics/multimedia, and baseband functions will all increase at double digit growth rates with the processors garnering the highest value at US$33.1 billion.

Table of Contents

• Executive Summary
• Overview
• Introduction
• Mobile Processors
  • ARM vs. x86
  • x86 Architecture
  • ARM
• Architecture Comparison
• Mobile Merchant Processor Market
• Processor & Vendor Profiles
  • Anyka
    • Company
    • Products
  • AMD
    • Company
    • Products
  • Broadcom
    • Company
    • Products
  • Chipnuts
    • Company
    • Products
  • Freescale
    • Company
    • Products
  • Intel
    • Company
    • Products
  • Jade Technology
    • Company
    • Products
  • Marvell
    • Company
    • Products
  • MtekVision
    • Company
    • Products
  • MagicEyes
    • Company
    • Products
  • NVIDIA
    • Company
    • Products
  • Qualcomm
    • Company
    • Products
  • Renesas
    • Company
    • Products
  • Samsung
    • Company
    • Products
  • Texas Instruments (TI)
    • Company
    • Products
  • VIA Technologies
    • Company
    • Products
  • Vimicro
    • Company
    • Products
  • Other Companies
• Summary
• Methodology
• Glossary (Acronyms)
• Related In-Stat Reports

• Table 1. Alternative Packaging Technologies for Mobile Solutions
• Table 2. General Comparison of ARM and x86 Architectures
• Table 3. TAM for Merchant Market Mobile Processors by Application (Units in Millions)
• Table 4. Market Value TAM of Silicon Functions in Mobile Devices using Merchant Market Processors (Revenue in $US Billions)
• Table 5. Merchant Market Mobile Processors by Architecture by Application (Units in Millions)
• Table 6. Merchant Market Processors with Multiple Cores by Application (Units in Millions)
• Table 7. Merchant Market Processors with Multiple Cores by Architecture (Units in Millions)
• Table 8. Merchant Market Processors with Integrated Graphics/Multimedia by Application (Units in Millions)
• Table 9. Merchant Market Processors with Integrated Graphics/Multimedia by Architecture (Units in Millions)
• Table 10. Merchant Market Mobile Processors with Integrated Baseband by Application (Units in Millions)
• Table 11. Merchant Market Mobile Processors with Integrated Baseband by Architecture (Units in Millions)
• Table 12. Merchant Market Mobile Processors with Integrated I/O by Application (Units in Millions)
• Table 13. Merchant Market Mobile Processors with Integrated I/O by Architecture (Units in Millions)

• Figure 1. TAM for Merchant Market Mobile Processors (Units in Millions)
• Figure 2. In-Stat Mobile Device Segmentations
• Figure 3. Critical Chip Design Characteristics
• Figure 4. Evolutionary Paths for Mobile Processors
• Figure 5. TAM for Merchant Market Mobile Processors by Application (Units in Millions)
• Figure 6. Freescale i.MX515 Applications Processor Block Diagram
• Figure 7. Nehalem System Block Diagram
• Figure 8. Jade Tech Z228 Applications Processor Block Diagram
• Figure 9. Jade Tech X900 Applications Processor Block Diagram
• Figure 10. Renesas SH applications Processor Product Roadmap
• Figure 11. Samsung S3C2450 Applications Processor Block Diagram
• Figure 12. Samsung S3C6440 Applications Processor Block Diagram