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.
The report includes:
- 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.
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