Mobile Handset Dynamics: Embedded Components Driving New Solutions

1. Mobile handset market and components

• 1.1. Global handset volume, a rising market
• 1.2. ....but a declining average selling price
  • 1.2.1. Mobile handset segmentation
  • 1.2.2. A booming 3G handset market
  • 1.2.3. Market development: Growth over the next 5 years
  • 1.2.4. Global handset market share

2. Building Blocks Technologies

• 2.1. Mobile Phone Architecture: evolution through integration
• 2.2. Baseband and application processors
• 2.3. Storage component
  • 2.3.1. Flash memory structure
  • 2.3.2. Properties of actual Flash memories

3. Mobile components market

• 3.1. Global handset baseband chipset market
  • 3.1.1. Baseband chipset market, in volume
  • 3.1.2. Global baseband handset chipset market, in value Baseband chipset market, by vendor
• 3.2. Global handset application chipset market
  • 3.2.1. Application chipset market, in volume
  • 3.2.2. Application chipset market, in value
  • 3.2.3. Application chipset market, by vendor
• 3.3. Mobile storage market overview
  • 3.3.1. NOR and NAND Flash market
  • 3.3.2. Summary of storage needs

4. Handsets components market drivers

• 4.1. Development of mobile multimedia
• 4.2. Growing trend of wireless connectivity
  • 4.2.1. Implications of device convergence
  • 4.2.2. Chief impact on the handset components industry: mobile architecture evolution
• 4.3. Towards a bipolarization of the handset market
• 4.4. Towards next generation components
  • 4.4.1. Impact of Moore' s Law
  • 4.4.2. Components evolution
• 4.5. Storage Technology Evolution
  • 4.5.1. Storage Density Evolution
  • 4.5.2. Flash Technology
  • 4.5.3. Next Generation Storage Technologies
  • 4.5.4. Comparison of technologies
  • 4.5.5. Storage Technology Forecast

• Figure 1: Mobile Handset Market
• Figure 2 : Global change in ASP (USD)
• Figure 3: Mobile handset segmentation
• Figure 4: 3G(1) and 3.5 G handset sales forecasts
• Figure 5: Global mobile handset sales forecasts, in volume
• Figure 6: Block diagram of a typical 2G mobile phone
• Figure 7: System diagram of the recent generation of mobile phones
• Figure 8: Block Diagram of a current generation smartphone using discrete baseband IC with discrete application processor
• Figure 9: Block diagram of current generation digital cellular baseband IC
• Figure 10: Basic principles of NOR and NAND Flash
• Figure 11: Comparison of NOR and NAND Flash
• Figure 12: Global mobile terminal baseband chipset market forecasts
• Figure 13: Global market breakdown between CDMA and GSM technology
• Figure 14: Baseband handset chipset market
• Figure 15: Evolution of baseband market share between 2006 and 2007
• Figure 16 : Wireless application processor market (in million units)
• Figure 17: Handset application chipset market
• Figure 18: Application chipset market share in 2006
• Figure 19: NOR and NAND Flash market value (billion USD)
• Figure 20: Percentage of mobile phones equipped with a card slot
• Figure 21: TV, music and gaming application revenue up to 2011
• Figure 22: From the web to the handset
• Figure 23: Evolution of mobile usage and storage capacities
• Figure 24: Change in solid state drive prices worldwide
• Figure 25: Forecast average ASP breakdown and storage capacity per device
• Figure 26: Wi-Fi chipset market
• Figure 27 : Volume of Bluetooth-enabled handsets (in millions units)
• Figure 28: GPS chipset market
• Figure 29: Mobile handset functionality penetration trends
• Figure 30: Applications and connectivity chipset forecasts
• Figure 31: Handset architecture configuration
• Figure 32: Handset architecture evolution
• Figure 33: Global smartphone trends, by vendor
• Figure 34: ULC1 and ULC2 platform evolution
• Figure 35: Cost evolution
• Figure 36: Stages in the transistor structure roadmap
• Figure 37: System-On-Package Trend
• Figure 38: System Integration Evolution compared to Moore' s Law
• Figure 39: Storage density evolution in handsets (2006-2011)
• Figure 40: Bit-per-cell production
• Figure 41: MRAM vs. STT-RAM

• Table 1: Worldwide handset market share by segment
• Table 2: 3G(1) handset sales forecasts
• Table 3: Handset vendors' share of the global market
• Table 4: Charge Trap Flash and Floating Gate: functional comparison
• Table 5: Performance summary of Flash memories
• Table 6: Global mobile storage market overview
• Table 7: Handset mobile storage market overview
• Table 8: Storage features overview per handset segment
• Table 9: Worldwide camera phone sales, by region
• Table 10: Evolution of storage needs, according to mobile usage
• Table 12: Some of the major players in the ultra low-cost handset market
• Table 13: Overview of main component technology and manufacturing process evolution
• Table 14: Comparison of major memory technologies
• Table 15: Comparison of major memory technologies