目次
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 multimedia acceleration (graphics, video, and audio) for Internet-connected devices, including smartphones, MIDs/UMPCs, netbooks, and notebook PCs.
Mobile Graphics & Multimedia Review examines the TAM, the integration trends, trends in third-party IP, standards impacting multimedia accelerations, and how media-rich content Internet access, increased communication bandwidth, and new technologies drive both innovation in multimedia acceleration and the mobile device market. 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.
Table of Contents
- Executive Summary
- Overview
- Introduction
- Multimedia
- Different Hardware & Software Solutions
- Multimedia Standards & Proprietary Platforms
- Codecs
- CUDA (Compute Unified Device Architecture)
- DirectX
- OpenCL (Open Computing Language)
- OpenGL (Open Graphics Library)
- Adobe Flash
- Java
- Market Direction & Trends
- Richer Content
- Increased Bandwidth
- New Technologies
- The Impact of the Cloud
- Market Outlook
- IP Vendor Profiles
- ARM
- CEVA
- DMP
- Imagination Technologies
- Vivente
- Chip Vendor Profiles
- Anyka
- AMD/ATI
- Broadcom
- Chipnuts
- Freescale
- Intel
- Jade Technology
- MagicEyes
- Marvell
- MtekVision
- NVIDIA
- Qualcomm
- Renesas
- Samsung
- Texas Instruments (TI)
- VIA Technologies
- Vimicro
- Other Companies
- Summary
- Methodology
- Glossary (Acronyms)
- Related In-Stat Reports
- Table 1. Alternative Packaging Technologies for Mobile Solutions
- Table 2. Video Bit Rates by Format (Mbit/s)
- Table 3. Peak Data Rates by Communication Technology (kbit/s & Mbit/s)
- Table 4. Percentage of Unit Sales through Carriers (Note)
- Table 5. TAM for Merchant Mobile Graphics & Multimedia Solutions by Application (Units in Millions)
- Table 6. Market Value TAM of Silicon Functions in Mobile Devices Using Merchant Market Processors (Revenue US$ in Billions)
- Table 7. Merchant Market Processors with Integrated Graphics/Multimedia by Application (Units in Millions)
- Table 8. PC Forecast for Integrated & Discrete Graphics (Units in Millions) (Notes 1–3)
- Table 9. Desktop PC Forecast for Integrated & Discrete Graphics (Units in Millions) (Note)
- Table 10. Mobile PC Forecast for Integrated & Discrete Graphics (Units in Millions) (Notes 1, 2)
- Table 11. Estimated In-House vs. Third-Party Multimedia IP Market Share for 2009 (Note)
- Table 12. CEVA DSP Cores and Applications
- Table 13. Imagination PowerVR Product Family
- Figure 1. Annual Shipments of Internet-Connect Devices with Multimedia Functions Integrated Into the Processor (Units in Millions)
- Figure 2. In-Stat Mobile Device Segmentations
- Figure 3. Critical Chip Design Characteristics
- Figure 4. Evolutionary Paths for Graphics/Multimedia Acceleration
- Figure 5. Mobile Innovation
- Figure 6. Evolution of the Cloud and Balancing Resources
- Figure 7. TAM for Merchant Mobile Graphics & Multimedia Solutions by Platform (Units in Millions)
- Figure 8. Freescale i.MX515 Applications Processor Block Diagram
- Figure 9. Westmere & Sandybridge Processor Block Diagrams
- Figure 10. Jade Tech Z228 Applications Processor Block Diagram
- Figure 11. Jade Tech X900 Applications Processor Block Diagram
- Figure 12. MagicEyes Pollux VR3520F Applications Processor Block Diagram
- Figure 13. NVIDIA Tegra Applications Processor Block Diagram
- Figure 14. Renesas SH Applications Processor Product Roadmap
- Figure 15. Samsung S3C2450 Applications Processor Block Diagram
- Figure 16. Samsung S3C6440 Applications Processor Block Diagram
- Figure 17. TI OMAP4430 Applications Processor Block Diagram
2013年までにインターネット接続できるモバイル機器の販売の6割以上はキャリアチャネルに
アリゾナ州スコッツデール、2009年11月18日
サービスに関連する収益の可能性が高いために、キャリアが、ネットブックやモバイルPCなどのインターネット接続できるモバイル機器の大きなチャネルとなりつつある。米国調査会社インスタット社は、新しい通信技術による帯域幅の拡大やキャリア間の競争の激化によって、複数の機器やサービス料金が下落してバンドルサービスが増加し、キャリア経由で販売されるモバイル機器の数は増加し続けるだろうと予測している。
「米国では、キャリアは奨励金付きのネットブックに月額60ドルの2年契約で課金している。キャリアの奨励金は50-100ドルで、この契約期間中に1440ドル以上の収益を得ることができる」とインスタット社のアナリストJim McGregor氏は語る。
また、EUとアジアのキャリアもデータ契約がでネットブックを提供しているが、通常米国より低価格である。最近、ネットブックの販売が好調だったため、キャリアは、ノートPCにおいても挑戦を初めている。アジアのキャリアはすでにMIDとUMPCを提供している。
インスタット社は、下記についても調査した。
- インターネット接続デバイスの最大実現可能市場(TAM)は、年平均成長率(CAGR)22.3%とすれば、2013年に実現するだろうと予測している
- 2013年までに、インターネット接続デバイスの78%、モバイルPCの85%はマルチメディアアクセラレーション統合となるだろう
- インスタット社は、2013年には、ネットブックの約31%がキャリア経由の販売となるだろうと予測している
- モバイル市場の革新は主に、豊かなコンテンツ、通信とコンテンツに接続するネットワーク、接続を可能にする帯域幅の増大、新技術の、4つの要因によって促進されている
インスタット社の調査レポート「モバイルグラフィックとマルチメディア技術調査:TAM、導入傾向、標準、IP/チップベンダ ー Mobile Graphics & Multimedia Review」は、世界のモバイルグラフィックスとマルチメディアシリコンについて調査している。モバイルマルチメディアのハードウェアとソフトウェアソリューションの分析、マルチメディアアクセラレーションに影響を与える標準とプロプライアタリプラットフォーム、メディアリッチなコンテンツや増加する通信帯域幅、マルチメディアアクセラレーションやモバイルデバイス市場の変化を促進する新技術の特定、2013年までの商用市場のプロセッサに利用されるモバイルデバイスのシリコン機能のTAM(市場価値)予測と統合と独立型のグラフィックスのPC予測などを記載している。
(原文)
Over 60% of Internet-connected Mobile Devices Sold Will be Through Carrier Channels by 2013
SCOTTSDALE, Ariz., November 18, 2009 - Carriers are becoming a significant channel for all Internet-connected mobile devices, including netbooks and mobile PCs, because of the revenue potential of the associated services. Market research firm In-Stat anticipates that the number of devices sold through the carriers will continue to increase as services are bundled for multiple devices and service prices decrease due to increased bandwidth from new communications technologies and increased competition between carriers. By 2013, In-Stat anticipates that over 60% of all the Internet-connected mobile devices sold will be through carrier channels. “In the US, carriers are charging up to $60 per month for a two year contract with the subsidized purchase of a netbook,” says Jim McGregor In-Stat analyst. “While the subsidy costs the carrier $50–$100, it generates $1,440 or more in service fees over the life of the contract.”
Carriers in the EU and Asia are also offering netbooks with a data contract, but typically at lower prices than in the US. As a result of the recent success of selling netbooks, carriers are now venturing into offering notebook PCs. Carriers in Asia have been offering MIDs and UMPCs for some time.
Recent research by In-Stat found the following:
- The total available market (TAM) for Internet-connected devices is projected to grow at a 22.3% compound annual growth rate (CAGR) through 2013.
- 78% of Internet-connected devices will be using processors with integrated multimedia acceleration, including 85% of mobile PCs, by 2013.
- In-Stat projects that nearly 31% of notebooks will be sold through carriers in 2013.
- The innovation of the mobile market is being driven by four key factors: richer content, network access for communications and content, increased bandwidth to enable this access, and new technologies.
Recent In-Stat research, Mobile Graphics & Multimedia Review (#IN0904446SI), covers the worldwide market for mobile graphics and multimedia silicon. It includes: - Examination of mobile multimedia hardware and software solutions
- Standards & proprietary platforms impacting multimedia acceleration.
- Identifies how media-rich Internet content, increased communication bandwidth, and new technologies drive both innovation in multimedia acceleration and the mobile device market.
- Forecast of Market Value TAM of Silicon Functions in Mobile Devices Using Merchant Market Processors through 2013, and PC Forecast for Integrated & Discrete Graphics through 2013.