モバイル向け半導体の市場シェア予測 2010-2015年 / リンレイグループ社

モバイル向け半導体の市場シェア予測 2010-2015年

Mobile Semiconductor Market Share Forecast 2010-2015

目次
プレスリリース
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出版社	出版日	冊子体 (05/23 レート)	ページ数
リンレイグループ社	2011年10月	US$ 3,495 \297,102(税込)	121

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この調査レポートは、モバイルアプリケーション向けの半導体を5つのカテゴリ(セルラーベースバンドプロセッサ/アプリケーションプロセッサ/ブルートゥース送受信機/Wi-Fiチップ/GPS送受信機)に分け、2015年までの市場規模とベンダシェアを予測しています。掲載データには、製品毎の主要ベンダの売上と出荷台数が含まれています。市場シェアについては、各カテゴリについて、2010年のシェア実績、2011年見込み、2012年から 2015年までの予測結果が掲載されています。

主な掲載内容 (目次より抜粋)

概説
モバイル機器
- 出荷数
  - 全機器
  - スマートフォン出荷数
  - 携帯端末出荷数
セルラーベースバンドプロセッサ
- 市場予測
  - アプリケーション別予測
  - インテグレーションタイプ別予測
  - セルラープロトコル別予測
  - 売上とASP予測
- 市場シェア
  - ベンダ別出荷数
  - メーカ別出荷数
  - ベンダ別売上
- 市場シェア予測
  - ベンダ別出荷数
  - ベンダ別3G/4G出荷数
  - メーカ別売上
アプリケーションプロセッサ
- 市場予測
  - アプリケーション別予測
  - インテグレーションタイプ別予測
  - コアカウント別予測
  - 売上とASP予測
- 市場シェア
  - ベンダ別出荷数
  - ベンダ別独立型アプリケーションプロセッサの出荷数
  - ベンダ別売上
- 市場シェア予測
  - ベンダ別出荷数
  - ベンダ別独立型アプリケーションプロセッサの出荷数
  - ベンダ別独立型アプリケーションプロセッサの売上
モバイル向けWi-Fiチップ
- 市場予測
  - アプリケーション予測
  - インテグレーションタイプ別予測
  - 売上とASP予測
- 市場シェア
  - ベンダ別出荷数
  - ベンダ別売上
- 市場シェア予測
  - ベンダ別コンボチップ出荷数
  - ベンダ別コンボチップ売上
  - ベンダ別独立型チップ出荷数
モバイル向けブルートゥースチップ
- 市場予測
  - アプリケーション別予測
  - インテグレーション別予測
  - 売上とASP予測
- 市場シェア
  - ベンダ別出荷数
  - ベンダ別売上
- 市場シェア予測
  - ベンダ別全出荷数
  - ベンダ別コンボチップ出荷数
  - ベンダ別コンボチップ売上
  - ベンダ別独立型チップ売上
モバイル向けGPSSチップ
- 市場予測
  - アプリケーション別予測
  - インテグレーションタイプ別予測
  - 売上とASP予測
- 市場シェア
  - ベンダ別出荷数
  - ベンダ別売上
- 市場シェア予測
  - ベンダ別全出荷数
  - ベンダ別独立型チップ出荷数
  - ベンダ別独立型チップ売上
結論

TOP

Forecasting Winners and Losers

Get an early look at mobile market share for 2011 and beyond in this unique report. Many trends are affecting mobile chip vendors: Nokia has lost several points of share in both smartphones and overall handsets this year, whereas Apple, HTC, and ZTE are all gaining ground.? Tablet shipments are taking off and will continue to grow over the next few years. 3G handset shipments will finally surpass 2G shipments in 2013. Soaring smartphone sales are driving shipments of Wi-Fi combo chips.

These trends help some chip suppliers and hurt others. For example, Qualcomm will take over the industry lead in baseband processor shipments in 2011 because it is the primary supplier to HTC and ZTE and recently won Apple's business. The company also benefits from the industry's shift from 2G to 3G. Broadcom's Wi-Fi share is rising along with the share of its biggest customer, Apple. TI's Wi-Fi share, conversely, is hurt by RIM's struggles in the smartphone market.

“Mobile Semiconductor Market Share Forecast 2010-2015” forecasts market size and vendor share for five categories of semiconductors for mobile applications: cellular baseband processors, application processors, Bluetooth transceivers, mobile Wi-Fi chips, and GPS receivers. Data includes both revenue and unit estimates for the leading vendors of each of these products. The report includes 2010 share, 2011 estimates, and 2012-2015 forecasts of market share for each category.

This report also provides an overall forecast of total units and revenue for each product category, with appropriate breakouts. For example, baseband processors are forecast by air interface, application processors by core count, and connectivity chips by combo category. Companies covered in the report include Broadcom, CSR, Freescale, Intel/Infineon, Marvell, MediaTek, Nvidia/Icera, Qualcomm/Atheros, Renesas, Samsung, ST-Ericsson, and Texas Instruments.

Our methodology combines bottoms-up interviews with chip suppliers with tops-down analysis of OEM shipments and their suppliers. Our model uses ongoing shifts in OEM share, technology (e.g., 3G to 4G transition), and product categories (e.g., tablet computers) to forecast which chip suppliers will benefit and which will lose out.

The report provides the detailed market information needed to sort out the dynamics of this market. With this report, chip vendors, OEMs, and investors will readily see which companies are the leading suppliers in a given product market, how these companies’ positions are changing, how big the mature product markets are, and how fast the emerging categories are growing.

The report includes a brief text summary providing analysis of the data and more than 100 tables and figures. Companies purchasing a corporate license also receive the tables in Microsoft Excel form.

Market Research From The Industry Experts

As the leading vendor of analysis for communications semiconductors, The Linley Group has the expertise to develop a high-quality set of market estimates. Our entire analyst team applies its extensive experience and network of industry contacts to deliver the quantitative information you need to make informed business decisions.

Whether you are looking for a well-established vendor to source from, a vendor to partner with, or a rising company to invest in, this report will cut your research time and save you money. Order "Mobile Semiconductor Market Share Forecast 2010-2015" today.

This report is written for:

Product managers and executives seeking to assess the performance of their product lines over the past year or to identify areas in which to invest or divest.
Strategic sourcing professionals and engineers at OEMs seeking information about semiconductor suppliers.
Investors and financial analysts seeking data to support investment decisions.
Public-relations professionals seeking to quantify their client’s success.

Industry Forecast

Forecast by Application
Forecast by Integration Type
Forecast by Core Count
Revenue and ASP Forecast

Market Share

Shipments by Vendor
Standalone Shipments by Vendor
Revenue by Vendor

Market-Share Forecast

Shipments by Vendor
Standalone-AP Shipments by Vendor
Standalone-AP Revenue by Vendor

5 Mobile Wi-Fi Chips

Industry Forecast

Forecast by Application
Forecast by Integration Type
Revenue and ASP Forecast

Market Share

Shipments by Vendor
Revenue by Vendor

Market Share Forecast

Shipments by Vendor
Combo Shipments By Vendor
Combo Revenue by Vendor
Standalone Shipments by Vendor

6 Mobile Bluetooth Chips

Industry Forecast

Forecast by Application
Forecast by Integration Type
Revenue and ASP Forecast

Market Share

Shipments by Vendor
Revenue by Vendor

Market-Share Forecast

All Shipments by Vendor
Combo Shipments by Vendor
Combo Revenue by Vendor
Standalone Shipments by Vendor

7 Mobile GPS Chips

Industry Forecast

Forecast by Application
Forecast by Integration Type
Revenue and ASP Forecast

Market Share

Shipments by Vendor
Revenue by Vendor

Market Share Forecast

All Shipments by Vendor
Standalone Shipments By Vendor
Standalone Revenue by Vendor

8 Conclusions

Connectivity Forecast

Combo Connectivity Chips by Type
Connectivity Revenue by Type
Connectivity Revenue by Vendor

Mobile Semiconductor Forecast

Total Mobile Revenue
Mobile Revenue by Vendor

List of Figures

Figure 1-1. Taxonomy of mobile semiconductors

Figure 2-2. Industry shipments of cellular devices by type, 2006–2015

Figure 2-3. Unit market share of smartphones by vendor, 2009–2015

Figure 2-4. Unit market share of cellular handsets by vendor, 2009–2015

Figure 2-5. Handset attach rates for connectivity functions, 2006–2015

Figure 3-6. Industry shipments of cellular-baseband processors by application, 2006–2015. Other includes cellular-enabled navigation devices and M2M applications

Figure 3-7. Industry shipments of cellular-baseband processors by integration type, 2006–2015

Figure 3-8. Industry shipments of cellular-baseband processors by air interface, 2006–2015. GSM includes iDEN. UMTS includes TD-SCDMA. LTE includes TDD and FDD. Other includes PDC, TDMA, and analog

Figure 3-9. Industry revenue of cellular-baseband processors by air interface, 2006–2015. GSM includes GPRS, EDGE, iDEN, PDC, TDMA, and analog. UMTS includes HSPA and TD-SCDMA. LTE includes TDD and FDD

Figure 3-10. Unit market share of cellular-baseband processors by vendor, 2010–2011. Internal represents ASIC designs. Other includes Freescale, MStar, Nvidia (Icera), Renesas, Texas Instruments, and Via Telecom

Figure 3-11. Unit market share of cellular-baseband processors by manufacturer, 2010–2011. Other includes Freescale, MStar, Nvidia (Icera), Renesas, and Via Telecom

Figure 3-12. Revenue market share of cellular-baseband processors by manufacturer, 2010–2011. Other includes Freescale, MStar, Nvidia (Icera), Renesas, and Via Telecom

Figure 3-13. Unit market share of cellular-baseband processors by vendor, 2009–2015. Internal represents ASIC designs. Other includes Freescale, MStar, Renesas, Texas Instruments, and Via Telecom

Figure 3-14. Unit market share of 3G/4G cellular-baseband processors by vendor, 2009–2015. Does not include CDMA/EV-DO. Internal represents ASIC designs. Other includes Freescale and HiSilicon

Figure 3-15. Revenue market share of cellular-baseband processors by manufacturer, 2009–2015. Other includes Freescale, MStar, Nvidia (Icera), Renesas, and Texas Instruments, and Via Telecom

Figure 4-16. Industry shipments of application processors by application, 2006–2015. Other includes PMPs and stationary devices that use a standalone AP chip

Figure 4-17. Industry shipments of application processors by integration type, 2006–2015

Figure 4-18. Industry shipments of application processors by core count, 2009–2015

Figure 4-19. Industry revenue of standalone AP chips by application, 2006–2015. Other includes PMPs and stationary devices

Figure 4-20. Industry revenue of merchant standalone AP chips by application, 2006–2015. Other includes PMPs and stationary devices

Figure 4-21. Unit market share of merchant application processors by vendor, 2010–2011. Internal represents ASIC designs. Other includes CSR (Sirf), MediaTek, MtekVision, Rockchip, and Telechips

Figure 4-22. Unit market share of standalone application processors by vendor, 2010–2011. Internal represents ASIC designs. Other includes Marvell, MtekVision, Rockchip, ST-Ericsson, and Telechips. (Source: The Linley Group)

Figure 4-23. Revenue market share of application processors by vendor, 2010–2011. Internal represents ASIC designs

Figure 4-24. Unit market share of application processors by vendor, 2009–2015. Internal represents ASIC designs

Figure 4-25. Unit market share of standalone application processors by vendor, 2009–2015. Internal represents ASIC designs

Figure 4-26. Revenue market share of standalone application processors by vendor, 2009–2015. Internal represents ASIC designs. Other includes MtekVision, Rockchip, and Telechips

Figure 5-27. Industry shipments of Wi-Fi chips by application, 2006–2015. Other includes PMPs and PNDs

Figure 5-28. Industry shipments of Wi-Fi chips by integration type, 2006–2015

Figure 5-29. Industry ASP and revenue of Wi-Fi chips by integration type, 2006–2015

Figure 5-30. Unit market share of standalone and combo Wi-Fi chips by vendor, 2010–2011. Other includes Renesas (KeyStream)

Figure 5-31. Revenue market share of Wi-Fi and Wi-Fi combo chips by manufacturer, 2010–2011. Other includes Renesas (KeyStream)

Figure 5-32. Unit market share of all Wi-Fi chips by vendor, 2009–2015. Other includes Renesas (KeyStream)

Figure 5-33. Unit market share of Wi-Fi standalone and combo chips by vendor, 2009–2015. Other includes Renesas (KeyStream)

Figure 5-34. Revenue market share of Wi-Fi standalone and combo chips by vendor, 2009–2015. Other includes Renesas (KeyStream)

Figure 5-35. Unit market share of standalone Wi-Fi chips by vendor, 2009–2015. Other includes Renesas (KeyStream)

Figure 6-36. Industry shipments of Bluetooth chips by application, 2006–2015. Other includes PNDs and handheld games

Figure 6-37. Industry shipments of Bluetooth chips by integration type, 2006–2015. WF=Wi Fi

Figure 6-38. Industry revenue of Bluetooth standalone and combo chips, 2006–2015

Figure 6-39. Unit market share of Bluetooth standalone and combo chips by vendor, 2010–2011. Other includes Intel (Infineon) and Marvell

Figure 6-40. Revenue market share of Bluetooth standalone and combo chips by vendor, 2010–2011. Other includes Intel (Infineon) and Marvell

Figure 6-41. Unit market share of all Bluetooth chips by vendor, 2009–2015. Other includes Intel (Infineon) and Marvell

Figure 6-42. Unit market share of Bluetooth standalone and combo chips by vendor, 2009–2015. Other includes Intel (Infineon) and Marvell

Figure 6-43. Revenue market share of Bluetooth standalone and combo chips by vendor, 2009–2015. Other includes Intel (Infineon) and Marvell

Figure 6-44. Unit market share of standalone Bluetooth chips by vendor, 2009–2015. Other includes Intel (Infineon)

Figure 7-45. Industry shipments of GPS chips by application, 2006–2015. Other includes PMPs

Figure 7-46. Industry shipments of GPS chips by integration type, 2006–2015. BT=Bluetooth; WF=Wi-Fi

Figure 7-47. Industry revenue of standalone GPS chips, 2006–2015

Figure 7-48. Unit market share of all GPS chips by vendor, 2010–2011. Other includes Epson, Freescale iDEN chips, Renesas, and U-blox

Figure 7-49. Revenue market share of standalone GPS chips by manufacturer, 2010–2011. Other includes Epson, Renesas, and U-blox.

Figure 7-50. Unit market share of all GPS chips by vendor, 2009–2015. Other includes Epson, Freescale iDEN chips, Renesas, and U-blox

Figure 7-51. Unit market share of standalone GPS chips by vendor, 2009–2015. Other includes Epson, Renesas, and U-blox

Figure 7-52. Revenue market share of standalone GPS chips by vendor, 2009–2015. Other includes Epson, Renesas, and U-blox

Figure 8-53. Industry shipments of connectivity chips by type, 2006–2015. BT=Bluetooth; WF=Wi-Fi

Figure 8-54. Industry revenue of connectivity chips by type, 2006–2015. BT=Bluetooth

Figure 8-55. Revenue market share of connectivity chips by vendor, 2009–2015. Includes Bluetooth, GPS, Wi-Fi, and combo chips. Other includes Intel (Infineon) and Renesas

Figure 8-56. Industry revenue of mobile processors and connectivity chips, 2006–2015. Baseband includes power-management and RF chips if sold with baseband

Figure 8-57. Revenue market share of mobile chips by vendor, 2009–2015. Revenue includes cellular-baseband, application-processor, Bluetooth, GPS, and Wi-Fi chips. Revenue includes power-management and RF transceiver chips if sold with baseband

List of Tables

Table 2-1. Industry shipments of cellular devices by type, 2010–2015. Units in millions. (Source: The Linley Group)

Table 2-2. Industry shipments of smartphones by vendor, 2010–2015. Units in millions. (Source: The Linley Group)

Table 2-3. Industry shipments of cellular handsets by vendor, 2010–2015. Units in millions. (Source: The Linley Group)

Table 2-4. Handset attach rates for connectivity functions, 2010–2015. (Source: The Linley Group)

Table 3-5. Industry shipments of cellular-baseband processors by application, 2010–2015. Other includes cellular-enabled navigation devices and M2M applications. (Source: The Linley Group)

Table 3-6. Industry shipments of cellular-baseband processors by integration type, 2010–2015. Units in millions. (Source: The Linley Group)

Table 3-7. Industry shipments of cellular-baseband processors by air interface, 2010–2015. Units in millions. GSM includes iDEN. UMTS includes TD-SCDMA. LTE includes TDD and FDD. Other includes PDC, TDMA, and analog. (Source: The Linley Group)

Table 3-8. Industry ASP and revenue of cellular-baseband processors, 2010–2015. Revenue in millions. Revenue includes power-management chip. Revenue includes RF, AP, and other functions only if integrated into the baseband chip. *Includes “other” (PDC, TDM, and analog). (Source: The Linley Group)

Table 3-9. Industry shipments of cellular-baseband processors by vendor, 2010–2011. Units in millions. Internal represents ASIC designs. Other includes Freescale, MStar, Nvidia (Icera), Renesas, Texas Instruments, and Via Telecom. (Source: The Linley Group)

Table 3-10. Industry shipments of cellular-baseband processors by manufacturer, 2010–2011. Units in millions. Other includes Freescale, MStar, Nvidia (Icera), Renesas, and Via Telecom. (Source: The Linley Group)

Table 3-11. Industry revenue of cellular-baseband processors by manufacturer, 2010–2011. Revenue in millions. Revenue includes power-management chip and RF transceiver. Other includes Freescale, MStar, Nvidia (Icera), Renesas, and Via Telecom. (Source: The Linley Group)

Table 3-12. Industry shipments of cellular-baseband processors by vendor, 2010–2015. Units in millions. Internal represents ASIC designs. Other includes Freescale, MStar, Renesas, Texas Instruments, and Via Telecom. (Source: The Linley Group)

Table 3-13. Industry shipments of 3G/4G cellular-baseband processors by vendor, 2010–2015. Units in millions. Does not include CDMA/EV-DO. Internal represents ASIC designs. Other includes Freescale and HiSilicon. (Source: The Linley Group)

Table 3-14. Industry revenue of cellular-baseband processors by manufacturer, 2010–2015. Revenue in millions. Revenue includes power-management chip and RF transceiver. Other includes Freescale, MStar, Renesas, and Via Telecom. (Source: The Linley Group)

Table 4-15. Industry shipments of application processors by application, 2010–2015. Units in millions. Other includes PMPs and stationary devices that use a standalone AP chip. (Source: The Linley Group)

Table 4-16. Industry shipments of application processors by integration type, 2010–2015. Units in millions. BB=baseband. (Source: The Linley Group)

Table 4-17. Industry shipments of application processors by core count, 2010–2015. Units in millions. *CAGR 2011–2015; †CAGR 2012–2015. (Source: The Linley Group)

Table 4-18. Industry ASP and revenue of standalone AP chips by application, 2010–2015. Revenue in millions. Other includes PMPs and stationary devices. (Source: The Linley Group)

Table 4-19. Industry ASP and revenue of merchant standalone AP chips by application, 2010–2015. Revenue in millions. Other includes PMPs and stationary devices. (Source: The Linley Group)

Table 4-20. Industry shipments of application processors by vendor, 2010–2011. Units in millions. Internal represents ASIC designs. Other includes CSR (Sirf), MediaTek, MtekVision, Rockchip, and Telechips. (Source: The Linley Group)

Table 4-21. Industry shipments of standalone application processors by vendor, 2010–2011. Units in millions. Internal represents ASIC designs. Other includes Marvell, MtekVision, Rockchip, ST-Ericsson, and Telechips. (Source: The Linley Group)

Table 4-22. Industry revenue of application processors by vendor, 2010–2011. Revenue in millions. Internal represents ASIC designs. Other includes MtekVision, Rockchip, ST-Ericsson, and Telechips. (Source: The Linley Group)

Table 4-23. Industry shipments of application processors by vendor, 2010–2015. Units in millions. Internal represents ASIC designs. Broadcom includes NetLogic/Alchemy. Other includes CSR (Sirf), Intel, MtekVision, Rockchip, and Telechips. (Source: The Linley Group)

Table 4-24. Industry shipments of standalone application processors by vendor, 2010–2015. Units in millions. Internal represents ASIC designs. Other includes MtekVision, Rockchip, and Telechips. *CAGR 2012–2015. (Source: The Linley Group)

Table 4-25. Industry revenue of standalone application processors by vendor, 2010–2015. Revenue in millions. Internal represents ASIC designs. Other includes MtekVision, Rockchip, and Telechips. *CAGR 2012–2015. (Source: The Linley Group)

Table 5-26. Industry shipments of Wi-Fi chips by application, 2010–2015. Other includes PMPs and PNDs. (Source: The Linley Group)

Table 5-27. Industry shipments of Wi-Fi chips by integration type, 2010–2015. Units in millions. *CAGR for 2012–2015. (Source: The Linley Group)

Table 5-28. Industry ASP and revenue of Wi-Fi chips by integration type, 2010–2015. Revenue in millions. (Source: The Linley Group)

Table 5-29. Industry shipments of standalone and combo Wi-Fi chips by vendor, 2010–2011. Units in millions. Other includes Renesas (KeyStream). (Source: The Linley Group)

Table 5-30. Industry revenue of Wi-Fi chips by manufacturer, 2010–2011. Revenue in millions. Other includes Renesas (KeyStream). (Source: The Linley Group)

Table 5-31. Industry shipments of all Wi-Fi chips by vendor, 2010–2015. Units in millions. Internal represents ASIC designs. Other includes Renesas (KeyStream). (Source: The Linley Group)

Table 5-32. Industry shipments of Wi-Fi standalone and combo chips by vendor, 2010–2015. Units in millions. Other includes Renesas (KeyStream). (Source: The Linley Group)

Table 5-33. Industry revenue of Wi-Fi standalone and combo chips by vendor, 2010–2015. Revenue in millions. Other includes Renesas (KeyStream). (Source: The Linley Group)

Table 5-34. Industry shipments of standalone Wi-Fi chips by vendor, 2010–2015. Units in millions. Other includes Renesas (KeyStream). (Source: The Linley Group)

Table 6-35. Industry shipments of Bluetooth chips by application, 2010–2015. Units in millions. Other includes PNDs and handheld games. (Source: The Linley Group)

Table 6-36. Industry shipments of Bluetooth chips by integration type, 2010–2015. Units in millions. WF=Wi-Fi. (Source: The Linley Group)

Table 6-37. Industry ASP and revenue of Bluetooth standalone and combo chips, 2010–2015. Revenue in millions. (Source: The Linley Group)

Table 6-38. Industry shipments of Bluetooth standalone and combo chips by vendor, 2010–2011. Units in millions. Other includes Intel (Infineon) and Marvell. (Source: The Linley Group)

Table 6-39. Industry revenue of Bluetooth standalone and combo chips by vendor, 2010–2011. Revenue in millions of dollars. Other includes Intel (Infineon) and Marvell. (Source: The Linley Group)

Table 6-40. Industry shipments of all Bluetooth chips by vendor, 2010–2015. Units in millions. Other includes Intel (Infineon) and Marvell. (Source: The Linley Group)

Table 6-41. Industry shipments of Bluetooth standalone and combo chips by vendor, 2010–2015. Units in millions. Other includes Intel (Infineon) and Marvell. (Source: The Linley Group)

Table 6-42. Industry revenue of Bluetooth standalone and combo chips by vendor, 2010–2015. Revenue in millions. Other includes Intel (Infineon) and Marvell. (Source: The Linley Group)

Table 6-43. Industry shipments of standalone Bluetooth chips by vendor, 2010–2015. Units in millions. Other includes Intel (Infineon). (Source: The Linley Group)

Table 7-44. Industry shipments of GPS chips by application, 2010–2015. Other includes PMPs. (Source: The Linley Group)

Table 7-45. Industry shipments of GPS chips by integration type, 2010–2015. Units in millions. BT=Bluetooth *CAGR 2011–2015. (Source: The Linley Group)

Table 7-46. Industry ASP and revenue of standalone GPS chips, 2010–2015. Revenue in millions. Navigation includes PNDs and automotive. (Source: The Linley Group)

Table 7-47. Industry shipments of all GPS chips by vendor, 2010–2011. Units in millions. Other includes Epson, Freescale iDEN chips, Renesas, and U-blox. NR=not ranked. *Includes ST. (Source: The Linley Group)

Table 7-48. Industry revenue of standalone GPS chips by manufacturer, 2010–2011. Revenue in millions. Other includes Epson, Renesas, and U blox. *Includes ST. (Source: The Linley Group)

Table 7-49. Shipments of all GPS chips by vendor, 2010–2015. Units in millions. Other includes Epson, Freescale iDEN chips, Renesas, and U-blox. *Includes ST. (Source: The Linley Group)

Table 7-50. Shipments of standalone GPS chips by vendor, 2010–2015. Units in millions. Other includes Epson, Renesas, and U-blox. *Includes ST. (Source: The Linley Group)

Table 7-51. Industry revenue of standalone GPS chips by vendor, 2010–2015. Revenue in millions. Other includes Epson, Renesas, and U-blox. *Includes ST. (Source: The Linley Group)

Table 8-52. Industry shipments of connectivity chips, 2010–2015. Units in millions. BT=Bluetooth; WF=Wi-Fi. *CAGR 2011–2015. (Source: The Linley Group)

Table 8-53. Industry revenue of connectivity chips, 2010–2015. Revenue in millions. BT=Bluetooth; WF=Wi-Fi. (Source: The Linley Group)

Table 8-54. Industry revenue of connectivity chips by vendor, 2010–2015. Revenue in millions. Includes Bluetooth, GPS, Wi-Fi, and combo chips. Other includes Intel (Infineon) and Renesas. (Source: The Linley Group)

Table 8-55. Industry revenue from mobile processors and connectivity chips, 2010–2015. Revenue in millions. Baseband includes power-management and RF chips if sold with baseband. (Source: The Linley Group)

Table 8-56. Industry revenue of mobile chips by vendor, 2010–2015. Revenue in millions. Includes cellular-baseband, application-processor, Bluetooth, GPS, and Wi-Fi chips. Includes power-management and RF transceiver chips if sold with baseband. *CAGR 2012–2015; †CAGR 2011–2015. (Source: The Linley Group)

Table of Figures

Figure 1 1. Basic processor design	2
Figure 1 2. Simple superscalar processor design	7
Figure 1 3. CPU pipelining examples	9
Figure 1 4. Block diagram of a typical server processor	11
Figure 1 5. Interleaved tasks on a multithreaded CPU	13
Figure 3 1. Typical server architecture	32
Figure 3 2. Rack-mount servers and a standard-size rack	39
Figure 3 3. IBM's BladeCenter H	40
Figure 3 4. Typical blade-server architecture	41
Figure 4 1. Dell's PowerEdge 12-bay microserver	53
Figure 4 2. Server-processor shipment forecast and segmentation	57
Figure 4 3. Blade-server forecast	58
Figure 4 4. Server-processor unit share, 2009 and 2010	59
Figure 5 1. Intel server-processor roadmap	62
Figure 5 2. Intel Nehalem microarchitecture block diagram	69
Figure 5 3. Intel Xeon E7 four-socket server design	71
Figure 5 4. Intel Xeon E3-1200 server design	72
Figure 6 1. Bulldozer CPU module diagram	83
Figure 6 2. Bulldozer microarchitecture block diagram	84
Figure 6 3. Opteron 4100/4200 system design	85
Figure 6 4. Opteron 6100/Interlagos system design	86
Figure 7 1. Tilera Tile-Gx3100 block diagram	94
Figure 7 2. Tilera Tile-Gx3036 server design	96
Figure 8 1. Cortex-A15 microarchitecture block diagram	103
Figure 8 2. ARM Cortex-A15 in an SoC	105
Figure 9 1. Marvell's PJ4B CPU microarchitecture	112
Figure 9 2. Armada XP block diagram	113

Table of Tables

Table 1 1. Selected SPEC benchmarks	18
Table 5 1. Key parameters for Intel Xeon 5600- and E7-series processors	64
Table 5 2. Key parameters for selected Intel Xeon E3-series processors	65
Table 5 3. Key parameters for selected Intel Itanium 9300-series processors	67
Table 6 1. Key parameters for AMD Opteron 4100 processors	79
Table 6 2. Key parameters for AMD Opteron 4100 processors	80
Table 6 3. Key parameters for AMD Athlon processors	82
Table 6 4. Key parameters for AMD SR56x0 north-bridge chips	86
Table 6-5. Key parameters for AMD SP5100 south-bridge chip	87
Table 7 1. Key parameters for Tilera TilePro64 and Tile-Gx 3000 processors	92
Table 8 1. Key parameters for ARM Cortex-A9 and Cortex-A15	101
Table 9 1. Key features for Marvell Armada XP processors	111
Table 10 1. Key parameters for STMicroelectronics Spear-1300 series	121
Table 11 1. Key parameters for IBM POWER7 processor	125
Table 11 2. Key parameters for Oracle Sparc T3 processor	127
Table 12 1. Comparison of ultra-low-power processors	130
Table 12 2. Comparison of high-performance single-socket processors	135
Table 12 3. Comparison of processors for dual-socket servers	138
Table 12 4. Comparison of processors for four-socket servers	140

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通信向け半導体市場予測 2010-2015年 (第5版)

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モバイル半導体市場の市場シェアの40％の成長をリンレイグループ社が報告

カリフォルニア州マウンテンビュー、2011年11月7日
米国調査会社リンレイグループ社の調査レポート「モバイル向け半導体の市場シェア予測 2010-2015年 ー Mobile Semiconductor Market Share Forecast 2010-2015」は、モバイルチップベンダの市場占有率の大きな変化を予測している。この調査レポートは、セルラーベースバンドプロセッサ、アプリケーションプロセッサ、ブルートゥーストランシーバ、モバイルWi-Fiチップ、GPSレシーバの5つの半導体カテゴリーの、モバイルチップベンダの市場シェアと収益を予測している。同社は、モバイルチップベンダとモバイルデバイスの市場傾向の分析に基づいて、2010年の214億ドルから299億ドルへと40％近く成長するだろうと予測している。

「モバイル市場は過去数年で劇的に変化しており、モバイルデバイスメーカーとチップベンダの市場シェアは大きく変化している。チップサプライヤへの詳細なインタビューとOEMデータの幅広い分析に基づいて、この変化の激しい市場で生き残る企業と消え去る企業の予測に関する専門家の見解を提供している」とLinley Gwennap氏は語る。

主要なモバイルチップベンダの内、クアルコムは、アップル、RIM、ノキアのシェアが拡大して2012年に97億ドルと大幅なモバイルチップ収益の上昇が見込まれる。これにより、クアルコムは初めてセルラーブロードバンドの出荷数シェアのトップになるだろう。また、ブロードコムのモバイルチップ収益のシェアは、Wi-Fiコンボチップや3Gベースバンドといった強みに牽引されて、2015年に14.7％となるだろうと予測している。ブルートゥースやGPSなどのインターフェース技術とWi-Fiの組合せによるコンボチップは、主にスマートフォンなどに採用され、Wi-Fiチップの平均価格を上昇させている。この調査レポートは、モバイルチップセグメントで最も急速に成長しているWi-Fiに注目し、2015年までに111％成長するだろうと予測している。

[プレスリリース原文]
The Linley Group Sees Shifting Market Share in Mobile Semiconductor Market

Releases New Mobile Semiconductor Market Forecast, Predicts 40 Percent Growth

MOUNTAIN VIEW, Calif. – November 7, 2011 – Predicting wide shifts in market share for mobile chip vendors, The Linley Group today released the “Mobile Semiconductor Market Share Forecast 2010-2015.” The report forecasts mobile chip vendor market share and revenue in five semiconductor categories – cellular baseband processors, application processors, Bluetooth transceivers, mobile Wi-Fi chips and GPS receivers. Based on in-depth analysis of both mobile chip vendors and mobile device market trends, The Linley Group predicts growth of nearly 40 percent through 2015, with revenue rising from $21.4 billion in 2010 to $29.9 billion.

“The mobile market has changed dramatically in the last few years, subjecting both mobile device manufacturers and chip vendors to significant shifts in market share,” said Linley Gwennap. “Through in-depth interviews with chip suppliers and extensive analysis of OEM data, we have developed a forecast that gives readers an expert opinion on the anticipated winners and losers in this dynamic market.”

Among the leading mobile chip vendors, Qualcomm can expect to see its mobile chip revenue rise to $9.7 billion in 2012 due to large gains in share at Apple, Research in Motion and Nokia. This will make Qualcomm the unit share leader in cellular baseband for the first time ever. The report also predicts that Broadcom’s share of the mobile chip revenue will grow to 14.7 percent by 2015, largely due to its strength in Wi-Fi “combo” chips and 3G baseband. Combining WiFi with other interface technologies such as Bluetooth and GPS, combo chips are growing in popularity in smartphones and contributing to a rise in average selling prices for Wi-Fi chips. The report highlights Wi-Fi as the fastest growing mobile chip segment, predicting 111 percent growth through 2015.