Abstract
In-Stat expects the GPS chipset market to be driven by integration into mobile
devices, including personal navigation devices (PNDs), cellular handsets,
mobile PCs, and a variety of portable CE devices. The most promising portable
CE categories include ultra mobile devices (UMDs), handheld games, portable
media players, and digital cameras. Although there are external GPS receivers
available for mobile PCs, PDAs, smartphones, digital cameras, handheld games,
and other portable CE devices, volumes of these have been limited, and
integration of GPS will allow for more widespread use of GPS and will spur
much greater GPS chipset shipment volumes.
GPS chipset shipments are expected to grow from 110 million in 2006, to 725
million in 2011. GPS chipset revenues are expected to grow from $520 million
in 2006, to more than $1.3 billion in 2011, with the extremely high volumes
offsetting the very rapid chipset price erosion. Volume uptake of cellular
handsets will drive the significant majority of this growth. On the cellular
handset side, better chipset architecture, combined with greater operator
support of location-based services, will help to drive GPS growth in this
market.
Qualcomm currently dominates the cellular handset market with its "integrated"
GPS solution, while SiRF dominates the personal navigation device space. TI
and Broadcom, with their cellular chipset and in-house GPS solutions, promise
to be solid competitors in the cellular handset market.
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