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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 opportunity and challenges for merchant market mobile processors in mobile electronics.

This report examines the TAM, battle between architectures, integration trends, and semiconductor vendors addressing targeting mobile devices with merchant market processors. This report is one in a series of reports that examines the three critcal 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

Table of Contents

• Executive Summary
• Overview
• Introduction
• Mobile Processors
  • ARM vs. x86
  • x86 Architecture
  • ARM
• Architecture Comparison
• Mobile Merchant Processor Market
• Processor & Vendor Profiles
  • Anyka
    • Company
    • Products
  • AMD
    • Company
    • Products
  • Broadcom
    • Company
    • Products
  • Chipnuts
    • Company
    • Products
  • Freescale
    • Company
    • Products
  • Intel
    • Company
    • Products
  • Jade Technology
    • Company
    • Products
  • Marvell
    • Company
    • Products
  • MtekVision
    • Company
    • Products
  • MagicEyes
    • Company
    • Products
  • NVIDIA
    • Company
    • Products
  • Qualcomm
    • Company
    • Products
  • Renesas
    • Company
    • Products
  • Samsung
    • Company
    • Products
  • Texas Instruments (TI)
    • Company
    • Products
  • VIA Technologies
    • Company
    • Products
  • Vimicro
    • Company
    • Products
  • Other Companies
• Summary
• Methodology
• Glossary (Acronyms)
• Related In-Stat Reports

List of Tables

• Table 1. Alternative Packaging Technologies for Mobile Solutions
• Table 2. General Comparison of ARM and x86 Architectures
• Table 3. TAM for Merchant Market Mobile Processors by Application (Units in Millions)
• Table 4. Market Value TAM of Silicon Functions in Mobile Devices using Merchant Market
• Processors (Revenue in $US Billions)
• Table 5. Merchant Market Mobile Processors by Architecture by Application (Units in Millions)
• Table 6. Merchant Market Processors with Multiple Cores by Application (Units in Millions)
• Table 7. Merchant Market Processors with Multiple Cores by Architecture (Units in Millions)
• Table 8. Merchant Market Processors with Integrated Graphics/Multimedia by Application (Units in Millions)
• Table 9. Merchant Market Processors with Integrated Graphics/Multimedia by Architecture (Units in Millions)
• Table 10. Merchant Market Mobile Processors with Integrated Baseband by Application (Units in Millions)
• Table 11. Merchant Market Mobile Processors with Integrated Baseband by Architecture (Units in Millions)
• Table 12. Merchant Market Mobile Processors with Integrated I/O by Application (Units in Millions)
• Table 13. Merchant Market Mobile Processors with Integrated I/O by Architecture (Units in Millions)

List of Figures

• Figure 1. TAM for Merchant Market Mobile Processors (Units in Millions)
• Figure 2. In-Stat Mobile Device Segmentations
• Figure 3. Critical Chip Design Characteristics
• Figure 4. Evolutionary Paths for Mobile Processors
• Figure 5. TAM for Merchant Market Mobile Processors by Application (Units in Millions)
• Figure 6. Freescale i.MX515 Applications Processor Block Diagram
• Figure 7. Nehalem System Block Diagram
• Figure 8. Jade Tech Z228 Applications Processor Block Diagram
• Figure 9. Jade Tech X900 Applications Processor Block Diagram
• Figure 10. Renesas SH applications Processor Product Roadmap
• Figure 11. Samsung S3C2450 Applications Processor Block Diagram
• Figure 12. Samsung S3C6440 Applications Processor Block Diagram

高成長のモバイルチップ市場の競争は、今年拡大する

アリゾナ州スコッツデール、2009年8月18日
急速に成長しているモバイル半導体市場は、2009年後半にARMやx86陣営がそれぞれの新しいプロセッサを導入することによって、競争が激化するだろうと、米国調査会社インスタット社は報告している。Intelは、スマートフォンなどのモバイルデバイスに適合するレベルまで、x86アーキテクチャの消費電力を低下させた新しいプロセッサを発売するだろう。また、Freescale、TI、SamsungなどのARM陣営の多くの企業は、既存のシングルコアプロセッサと同等の消費電力レベルで作動するマルチコアプロセッサへと性能を向上させるだろう。

「x86アーキテクチャがコンピュータ市場を独占し、ARMアーキテクチャはセルラーデバイス市場を占めているが、両者が競争的なソリューションを提供し続ける間は、この共存状態は急変することはないだろうとインスタット社は予測している。2011年の市場では、主にミニノートブックにおいての競争が激化するだろう。しかし、この両アーキテクチャは、デバイスの機能や利用モデルがもっと複雑化するまでは共存するだろう」とインスタット社のアナリストJim McGregor氏は語る。

インスタット社は、下記についても調査した。

• モバイルビジネスプロセッサ市場のTAM(最大実現可能市場)は、2013年まで22.3％成長するだろう
• コアの追加、グラフィック/マルチメディア、I/O、ベースバンド機能などの統合は、特に携帯アプリケーションで進むだろう。例えば、スマートフォンでは、2013年には87％のモバイルプロセッサにベースバンド機能が搭載されているだろう。
• プロセッサ、グラフィック/マルチメディア、ベースバンド機能の市場価値はすべて、今後数年間は二桁成長するだろう

インスタット社の調査レポート「モバイルプロセッサ市場調査:TAM、アーキテクチャ、利用状況、半導体ベンダなど - Mobile Processor Review」は、CPU、アプリケーションプロセッサ、ベースバンドプロセッサなどのビジネス用モバイルプロセッサの世界市場を調査した。2013年までのアプリケーション毎のモバイルプロセッサのTAM予測とモバイルデバイスのシリコン機能のTAM市場価値、Anyka、AMD、Broadcom、Chipnuts、Freescale、Intel、Jade Chip、Marvell、MtekVision、NVIDIA、Pollux、Qualcomm、ルネサス、三星、、Texas Instruments(TI)、VIA Technologies、Vimicroなどの企業のプロセッサとベンダプロフィール、競合するアーキテクチャの分析、マルチコア、グラフィック、I/O、ベースバンド機能の統合傾向などを記載している。

(原文)
Competition for High-Growth Mobile Chip Market Escalating This Year

SCOTTSDALE, Ariz., August 18, 2009 - The battle for the fast-growing mobile semiconductor market will intensify in late 2009 with the introduction of new processors from each camp–ARM and x86, reports In-Stat. Intel will introduce processors that will finally reduce the power consumption of the x86 architecture to acceptable levels for smartphones and other mobile devices. Shortly after, many in the competing ARM camp, including Freescale, TI, and Samsung, will essentially be scaling up performance with multi-core processors that maintain similar power levels to existing single-core products.

“While both will offer competitive solutions, In-Stat does not anticipate quick changes in the current market mix; the x86 architecture dominates the computing applications and the ARM architecture dominates cellular devices,” says Jim McGregor, In-Stat analyst. “Mini-notebooks will be the primary battle ground as the market starts seeing some crossover in 2011. However, both architectures are likely to co-exist as devices become more focused in features and usage models.”

Recent research by In-Stat found the following:

• The Total Available Market (TAM) for merchant market mobile processors is projected to grow 22.3% through 2013.
• Integration of additional cores, graphics/multimedia, I/O, and baseband functionality will continue, particularly in handheld applications.  Among smartphones, for example, 87% will feature mobile processors with integrated baseband functionality by 2013.
• The estimated value of the processing, graphics/multimedia, and baseband functions will all increase at double digit growth rates over the next few years.

Recent In-Stat research, Mobile Processor Review (#IN0904447SI), covers the worldwide market for mobile merchant market processors, including CPUs, applications processors, and baseband processors. It includes:

• Forecasts of TAM mobile processors by application, and market value TAM of silicon functions in mobile devices, through 2013.
• Processor and vendor profiles of: Anyka, AMD, Broadcom, Chipnuts, Freescale, Intel, Jade Chip, Marvell, MtekVision, NVIDIA, Pollux, Qualcomm, Renesas, Samsung, Texas Instruments, VIA Technologies, and Vimicro.
• Examination of the competing architectures and integration trends for multiple cores, graphics, I/O, and baseband functionality.