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目次

The personal navigation device (PND) market is maturing as prices decline, consolidation occurs, and shipment growth slows; the most looming threat is the rapidly growing GPS-enabled mobile phone market.

Still, PND shipments will continue due to affordable price points for the mass market, car manufacturers’ desire to offer cheap navigation options, and the potential growth in connected PNDs. Yet, due to the weak economy’s impact on consumer spending, demand for these higher-priced connected PNDs has yet to take off. In-Stat expects that if the costs to incorporate a cellular modem decrease, there will be a stronger opportunity for connected PNDs.

Meanwhile, PND manufacturers should explore ways to participate in the GPS-enabled mobile handset market. GPS-enabled mobile handsets are expected to grow 26% between 2009 and 2010, and reach almost 700 million units by 2013.

In-Stat’s recent PND research offers forecasts for global and regional PND shipments, worldwide revenue, and average selling prices. A bill of materials analysis, as well as silicon and non- silicon revenue opportunities are discussed. Finally, a worldwide forecast of GPS-enabled handsets is offered.

Table of Contents

• Executive Summary
• Introduction4
• Types of PNDs
  • Portable PNDs
  • Dedicated PNDs for Recreational Purposes
  • Connected PNDs
• PND Manufacturers
  • Garmin
  • Magellan
  • TomTom
  • LG
• Component Suppliers
  • Broadcom
  • Cambridge Silicon Radio (CSR) + SiRF Technology, Inc
  • GloNav/NXP/STMicroelectronics/Ericsson
  • Infineon
  • Qualcomm
  • Samsung Electronics
  • STMicroelectronics
• Developments in Handset Navigation
  • Worldwide GPS-Enabled Mobile Handset Forecast
• Worldwide PND Forecasts
  • Global Market
    • Unit Shipments
    • Revenue and Average Sales Prices
  • Regional Breakout
    • North America
    • Europe
    • Asia/Pacific
    • Japan
    • Rest of World
  • Bill-of-Materials
  • Silicon and Non-Silicon Total Available Market (TAM)
• Summary
• Methodology
• Related In-Stat Reports

List of Table

• Table 1. Worldwide GPS-Enabled Mobile Handsets, 2008 to 2013 (Units in Millions)
• Table 2. Worldwide Unit Shipments of PNDs, 2006 to 2013 (Units in Millions)
• Table 3. Worldwide Revenue for PNDs, 2006 to 2013 (US$ in Millions)
• Table 4. Average Sales Prices for PNDs, 2006 to 2013 (US$)
• Table 5. Regional Distribution of Worldwide Unit Shipments (Units in Millions), 2006 to 2013
• Table 6. Bill-of-Materials for a PND, 2009 to 2013 (US$)
• Table 7. Worldwide Silicon Total Available Market (TAM) for PNDs, by Component, 2009 to 2013, (Product Prices in US$, TAM US$ in Millions)
• Table 8. Worldwide Non-Silicon Total Available Market (TAM) for PNDs, by Component, 2009 to 2013, (Product Prices in US$, TAM US$ in Millions)
• Table 9. Summary of Worldwide Total Available Market for Silicon and Non-Silicon for all PNDs, by Component, 2009 to 2013, (US$ in Millions)

List of Figures

• Figure 1. Worldwide Unit Shipments of PNDs, 2006 to 2013 (Units in Millions)
• Figure 2. Garmin nüvi 660
• Figure 3. TomTom ONE XL8
• Figure 4. Broadcom BCM4760 System Diagram
• Figure 5. Cambridge Silicon Radio eGPS Block Diagram
• Figure 6. Infineon Hammerhead II Block Diagram
• Figure 7. Qualcomm Snapdragon Platform Block Diagram
• Figure 8. Samsung S3C2416 Block Diagram
• Figure 9. Worldwide GPS-Enabled Mobile Handsets, 2008 to 2013 (Units in Millions)

パーソナルナビゲーションデバイスとGPS機能搭載携帯端末のバトル

アリゾナ州スコッツデール、2009年10月12日
パーソナルナビゲーションデバイス(PND)市場は、価格の急落、統合の動き、出荷数成長の鈍化などの、市場成熟の兆しを見せていると、米国調査会社インスタット社は報告している。さらに、GPS機能搭載の携帯電話はPND市場にとって最大の脅威となっている。とはいえ、PND市場は今後5年間はなんとか成長を維持するだろう。

「PND市場の継続的な成長のためには、平均小売価格の下落、自動車メーカーがより手頃な価格でナビゲーションオプションを提供する必要性、ネット接続PNDの成長潜在力が促進要因となるだろう。最近発表されたGarmin nuvi1690のように、ネット接続PNDはインターネットに接続でき、フライトの最新情報、ガソリン価格、現地の天気情報などの動的情報を受信できる。しかし、現在の不況下では、これらの高価な機種の展開は厳しいだろう」とインスタット社のアナリストStephanie Ethier氏は語る。

インスタット社は、下記についても調査した。

• PNDの世界の出荷数は、2012年に約5600万に達するだろう
• PNDのシリコン市場は、2010年に10億ドルを上回り、その後衰退し始めるだろう。半導体セグメントでは、最大がプロセッサで、DRAMとNANDメモリと続くだろう
• この市場の半導体企業は、Broadcom、Cambridge Silicon Radio (CSR) & SiRF Technology, Inc.、GloNav/NXP/STMicroelectronics/Ericsson、Infineon、Qualcomm、Samsung Electronics(三星電子)、STMicroelectronicsなどである
• GPS機能搭載の携帯電話の出荷数は、2009年と比べて2013年に約3倍になるだろう

インスタット社の調査レポート「世界のPND市場調査:出荷台数、収益、ASP - PNDs: Worldwide Shipments Grow Despite Increased Competition from GPS-Enabled Handsets」は、世界のパーソナルナビゲーションデバイスの世界市場を調査した。PND市場発展の分析、2013年までの地域毎の出荷数予測、年間収益、BOM(部品表)、平均販売価格、シリコンと非シリコンの全PNDの最大実現可能市場(TAM)、Garmin、Magellan、TomTom、LGなどのメーカーのプロフィール、Broadcom、Cambridge Silicon Radio (CSR) & SiRF Technology, Inc.、GloNav/NXP/STMicroelectronics/Ericsson、Infineon, Qualcomm、Samsung Electronics、STMicroelectronicsなどの部品メーカーのプロフィールを記載している。

(原文)
Personal Navigation Devices Battle GPS-Enabled Handset Challenge

SCOTTSDALE, Ariz., October 12, 2009 - The personal navigation device (PND) market is showing signs of maturity as price points decline sharply, consolidation occurs, and shipment growth slows, reports In-Stat. In addition, the increasing competition from GPS-enabled mobile phones represents the most significant threat the PND market will face.  Nevertheless, stand-alone PND sales will continue to grow over the next five years, albeit at an anemic rate.

“Drivers for continued PND market growth include average selling price declines, automobile manufacturers’ desire to offer more affordable navigation options, and the potential growth anticipated from connected PNDs,” says Stephanie Ethier, In-Stat analyst. “Connected PNDs, like the recently announced Garmin nuvi 1690, can connect to the Internet and receive dynamic information such as flight updates, gas prices, and local weather. These expensive models may be a tough sell in the current struggling economy, however.”

Recent research by In-Stat found the following:

• Worldwide unit shipments for PNDs will reach approximately 56 million units in 2012.
• The total silicon opportunity for PNDs will pass $1 billion in 2010, before starting to decline.  Processors will be the largest semiconductor segment, followed by DRAM and NAND memory.
• Among the semiconductor competitors in this market are Broadcom, Cambridge Silicon Radio (CSR) & SiRF Technology, Inc., GloNav/NXP/STMicroelectronics/Ericsson, Infineon, Qualcomm, Samsung Electronics, and STMicroelectronics.
• GPS-enabled mobile phone shipments will nearly triple by 2013, compared with 2009.

Recent In-Stat research, PNDs: Worldwide Shipments Grow Despite Increased Competition from GPS-Enabled Handsets (#IN0904504ID), covers the worldwide market for personal navigation devices. It includes:

• Examination of developments in the PND market.
• Forecasts of PND unit shipments by region, annual revenue, bill of materials, average selling prices, and total available market for silicon and non-silicon for all PNDs through 2013.
• Profiles of manufacturers: Garmin, Magellan, TomTom, and LG.
• Profiles of component suppliers: Broadcom, Cambridge Silicon Radio (CSR) & SiRF Technology, Inc., GloNav/NXP/STMicroelectronics/Ericsson, Infineon, Qualcomm, Samsung Electronics, and STMicroelectronics.