The Little Device That Could: A 5-Year Handset Component Forecast

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)