モバイルデバイス市場の年次概観:スマートフォン、携帯電話、タブレット、電子書籍、モデム、半導体、アクセサリ、接続技術Mobile Devices Annual Market Overview
サマリー
As mobile devices continue to converge with consumer electronics, vendors find themselves (and their devices) locked in a battle over similar market segments, similar buyer demographics, and similar product concepts. Mobile users have a wide choice of capable device types to fulfill their mobile communication and computing needs. This has made product differentiation as important across device class segments as it has always been within those segments. This report brings together key research findings conducted during 2011 from the Mobile Devices & Tablets Research Practice as well as companion practices focused on connectivity, software, and component technologies. Highlighted are important device segment trends and market considerations across many mobile device categories including mobile handsets, media tablets, netbooks, mobile broadband-enabled CE (Consumer Electronics), cellular modems, handset accessories, semiconductors, and various use cases and software technologies. Since wireless connectivity continues to be incorporated into new device segments, the impact of services and technologies is explored in relation to their market potential in mobile devices. What Questions Does This Report Answer?
Who Needs This Report?
目次
Section 1.
EXECUTIVE SUMMARY
1.1. Introduction
1.2. Overview
1.3. Handset Market Value Segmentation
1.4. Mobile Handsets
1.5. Ultra-low-cost Handsets
1.6. Low-cost Handsets
1.7. Enhanced Handsets
1.8. Smartphones
1.9. Forecast Summary: Mobile Handsets
1.10. Forecast Summary: Ultra Mobile Devices
1.11. Forecast Summary: Cellular Modems
Section 2. MOBILE HANDSET MARKET OVERVIEW
2.1. Smartphones Defined
2.2. Market Drivers and Demand Factors
2.3. Smartphone Operating System Analysis
2.4. What Is a Mobile Operating System?
2.5. Android
2.6. Blackberry
2.7. iOS
2.8. Bada
2.9. Windows Mobile and Windows Phone
2.10. Smartphone Shipments by Price Band
2.11. Regional Smartphone Shipments
2.12. 4G Smartphones
2.13. Definition: What Is 4G?
2.14. LTE
2.15. Handset Subsidization
2.16. Mobile Operator Evolving Business Models
2.17. Improving Legacy 3G Applications
2.18. Market Barriers: 4G Smartphones
2.19. Limited Deployments
2.20. Lack of Roaming Agreements
2.21. 4G IP Uncertainty
2.22. LTE Spectrum Band Fragmentation
2.23. Tiered Data Plans
2.24. Outdate Billing/OSS Systems
2.25. Consumer Understanding of 4G
2.26. Entry Level, Low-cost Handsets
2.27. Definition: Low-cost and Ultra-low Cost Handsets
2.28. Market Drivers and Barriers: Entry-level Handsets
2.29. Subscriber Base Growth
2.30. Competition
2.31. Local Manufacturing
2.32. ARPU
2.33. Device Subsidies
2.34. Grey Market
2.35. 3G Entry Level Device
2.36. Forecasts
Section 3. MEDIA TABLETS
3.1. Definition: Media Tablets
3.2. Media Tablet Market Drivers
3.3. Media Tablet Market Inhibitors
3.4. Regional Media Tablet Shipments
3.5. Media Tablet Shipments by Operating System
3.6. Media Tablet Revenue by Region
Section 4. EBOOK READERS
4.1. eBook Readers Compete with Other Mobile Device Categories
4.2. Key Value Propositions for eBook Readers
4.3. eBook Readers Shipments
4.4. eBook Readers Shipments by Region
4.5. eBook Readers Revenue by Region
Section 5. NETBOOKS
5.1. Netbook Definition
5.2. Netbook Market Drivers and Inhibitors
5.3. Netbook Shipments by Region
5.4. Netbook Shipments by Operating Systems
5.5. Netbook Revenue by Region
Section 6. SEMICONDUCTORS IN MOBILE HANDSETS
6.1. Baseband Processors
6.2. RF Transceivers
6.3. Power Management ICs
6.4. Connectivity ICs
6.5. Application Processors
6.6. Multi-core Application Processors
6.7. Core Architectures
Section 7. 3D IN MOBILE DEVICES
7.1. Autostereoscopic 3D Mobile Devices
7.2. Parallax Barrier
7.3. Lenticular Lenses
7.4. Market Drivers and Demand Factors
Section 8. SHORT RANGE CONNECTIVITY
8.1. Bluetooth in Mobile Devices
8.2. Bluetooth 3.0 + High Speed (HS)
8.3. Bluetooth Low Energy (BLE)
8.4. Bluetooth Device Ecosystem Forecast
8.5. Wi-Fi in Mobile Devices
8.6. Primary 802.11 Protocols
8.7. 802.11n in Mobile Devices
8.8. Wi-Fi Device Shipment Forecast
8.9. NFC in Mobile Devices
8.10. Handset OEM Interest in NFC
8.11. Applications for NFC in Handsets
8.12. NFC and Wi-Fi Coexistence
8.13. NFC and Bluetooth Coexistence
8.14. NFC Device Shipment Forecast Summary
Section 9. TOUCH SCREENS AND MOBILE DISPLAYS
9.1. Emerging Display Trends
9.2. Thinner and Lighter LCDs
9.3. Display and Touch Integration
9.4. Conductive Materials
9.5. ITO Replacements
9.6. Screen Technology Overview
9.7. LCD Thin Film Transistor
9.8. LCD In-plane Switching
9.9. OLED
9.10. OLED Advantages
9.11. OLED Disadvantages
9.12. Quantum Dot
9.13. Advantages
9.14. Disadvantages
9.15. Surface Acoustic Wave
9.16. Advantages
9.17. Disadvantages
9.18. Applications
9.19. Electrophoretic Display (E Ink)
9.20. EPD with Color
9.21. Advantages
9.22. Disadvantages
9.23. Electrowetting (Liquavista/Samsung)
9.24. Technology Benefits
9.25. Technology Challenges
9.26. Interferometric Modulation (Qualcomm Mirasol)
9.27. Advantages
9.28. Disadvantages
Section 10. SMARTPHONES IN THE CONNECTED HOME
10.1. Apple AirPlay
10.2. Samsung AllShare
10.3. HTC Media Link
10.4. Standalone Applications and Devices
10.5. Digital Living Network Alliance
10.6. DLNA Certifications for Mobile Devices
10.7. Wi-Fi Alliance Wi-Fi Direct Certification
10.8. Market Drivers
10.9. Market Inhibitors
Section 11. CELLULAR MODEMS
11.1. Future of Mobile Broadband Modems
11.2. New 3G and 4G Air Interface Protocols
11.3. Increased Network Operator Competition
11.4. Multi-mode Differentiation
11.5. Market Drivers
11.6. Market Inhibitors
Section 12. ACCESSORIES FOR MOBILE DEVICES
12.1. Market Drivers
12.2. Increased Feature Penetration in Handsets
12.3. Increased Feature Penetration in Handsets
12.4. Legislation and Safety Concerns
12.5. High Margins
12.6. Handset Protection
12.7. Convenience, Comfort, Personalization
12.8. Market Inhibitors
12.9. Counterfeit Sales
12.10. Dominance of Manufacturing in China
12.11. Handset Fragmentation and Lifecycle
12.12. Accessories Market by Category
12.13. In-box Handset Accessories
12.14. Aftermarket Handset Accessories
Section 13. COMPANY DIRECTORY Section 14. ACRONYMS
14.1. Sources and Methodology
14.2. Notes
53 Tables
1
Wireless Device Shipments by Segment, World Market, Forecast: 2010 to 2016
2
Wireless Device Average Selling Price (ASP) by Segment, World Market, Forecast: 2010 to 2016
3
Wireless Device Revenue by Segment, World Market, Forecast: 2010 to 2016
4
Smartphone Shipments by Wholesale Price Band, World Market, Forecast: 2010 to 2016
5
Smartphone Shipments by Region, World Market, Forecast: 2010 to 2016
6
Smartphone Shipments by Operating System, World Market, Forecast: 2010 to 2016
7
Smartphone Revenue and Wholesale ASP by Region, World Market, Forecast: 2010 to 2016
8
4G Smartphone Shipments by Air Interface, World Market, Forecast: 2010 to 2016
9
4G Smartphone ASP by Air Interface, World Market, Forecast: 2010 to 2016
10
4G Smartphone Revenues by Air Interface, World Market, Forecast: 2010 to 2016
11
Handset Shipments by Value Segment, World Market, Forecast: 2010 to 2016
12
Low-cost Handset Shipments by Region, World Market, Forecast: 2010 to 2016
13
Ultra Low-cost Handset Shipments by Region, World Market, Forecast: 2010 to 2016
14
Media Tablet Shipments by Region, World Market, Forecast: 2010 to 2016
15
Media Tablet Shipments by Operating System, World Market, Forecast: 2010 to 2016
16
Media Tablet ASP, World Market, Forecast: 2010 to 2016
17
Media Tablet Revenue by Region, World Market, Forecast: 2010 to 2016
18
eBook Reader Shipments by Connectivity, World Market, Forecast: 2010 to 2016
19
eBook Reader Shipments by Region, World Market, Forecast: 2010 to 2016
20
eBook Reader ASP, World Market, Forecast: 2010 to 2016
21
eBook Reader Revenue by Region, World Market, Forecast: 2010 to 2016
22
Netbook Shipments by Region, World Market, Forecast: 2010 to 2016
23
Netbook Shipments by OS, World Market, Forecast: 2010 to 2016
24
Netbook ASP, World Market, Forecast: 2010 to 2027
25
Netbook Revenue by Region, World Market, Forecast: 2010 to 2016
26
Handset Baseband ICs: ASP, Revenue, Shipments, World Market, Forecast: 2010 to 2016
27
Handset Baseband Processor: Shipments, IC Type, World Market, Forecast: 2010 to 2016
28
Handset RF Transceivers: ASP, Revenue, Shipments, World Market, Forecast: 2010 to 2016
29
Handset Power Management IC: ASP, Revenue, Shipments, World Market, Forecast: 2010 to 2016
30
Handset Connectivity IC: ASP, Revenue. Shipments, World Market, Forecast: 2010 to 2016
31
Smartphone Application Processors: ASP, Revenue, Shipments, World Market, Forecast: 2010 to 2016
32
Smartphone Application Processors by Core Number: Shipments, World Market, Forecast: 2010 to 2016
33
Smartphone Application Processors by Core Type: Shipments, World Market, Forecast: 2010 to 2016
34
Smartphone Application Processors - Standalone Versus Integrated, World Market, Forecast: 2010 to 2016
35
3D Mobile Device Shipments by Device Type, World Market, Forecast: 2010 to 2016
36
Bluetooth Capable Devices and IC Shipments, World Market, Forecast: 2010 to 2016
37
Bluetooth Handset Shipments by Region, World Market, Forecast: 2010 to 2016
38
Total Wi-Fi Handset Shipments with MIMO, World Market, Forecast: 2010 to 2016
39
Wi-Fi Capable Device Shipments and IC Shipments, World Market, Forecast: 2010 to 2016
40
Wi-Fi Handset Shipments by Region, World Market, Forecast: 2010 to 2016
41
NFC Capable Device Shipments and IC Shipments, World Market, Forecast: 2010 to 2016
42
NFC Handset Shipments by Region, World Market, Forecast: 2010 to 2016
43
Touchscreen Shipments by Device Type / % of Total Shipments, World Market, Forecast: 2010 to 2016
44
Touchscreen Revenue and ASP by Device Type, World Market, Forecast: 2010 to 2016
45
Wi-Fi Direct Enabled Smartphone Shipments by Region, World Market, Forecast: 2010 to 2016
46
DLNA Enabled Smartphone Shipments by Region, World Market, Forecast: 2010 to 2016
47
Total DLNA Certified Stationary Installed Base, World Market, Forecast: 2010 to 2016
48
Wireless WAN Modem Shipments by Type, World Market, Forecast: 2010 to 2016
49
Wireless WAN Modem Shipments by Region, World Market, Forecast: 2010 to 2045
50
Wireless WAN Modem ASP by Type, World Market, Forecast: 2010 to 2016
51
Wireless WAN Modem Revenue by Type, World Market, Forecast: 2010 to 2016
52
Mobile Accessory Shipments by Type, World Market, Forecast: 2010 to 2016
53
Aftermarket Mobile Accessory Revenue by Type, World Market, Forecast: 2010 to 2016
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