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This article details market forecasts for virtually all cell phone integrated circuits, including digital basebands, RF transceivers and PAs, application processors, graphics and other coprocessors, imagers, touch-screen controllers, and chips for all the new functions being added to cell phones.
The new study covers the worldwide cellphone market and virtually all of the chips that go into them. The extensive (594-page) study, “Cellular Handset & Chip Markets '09,” gauges the performance of the top 53 handset vendors and ranks their 2008 market shares. The study provides dozens of detailed forecasts by technology and by global region through 2013 of handsets, subscribers and cellular handset chips of all types.
In addition, the report provides estimates of the market shares of cellphone vendors by air technology, including HSPA+ and LTE. Even ultra-low-cost cellphones are forecast by air interface. Importantly, the study estimates market shares of chip vendors for virtually every chip type and for every applicable air technology.
Market metrics are the central focus of the study, and a key finding is that Cellphone unit market growth continues slowing globally. The 2008 market was up 4.1% but is forecast to decline by 4.4% in 2009 to 1.22 billion shipments. However, a healthier 12.8% growth is forecast for 2010. In spite of an overall decline this year, smartphone shipments are predicted to grow by 25%, feature phones by 2.5% and ultra-low-cost phones for developing countries will grow by 14.5%.
The fast-growing smartphone market is driving introduction of peripherals that support Wi-Fi, Bluetooth, GPS, and FM radio on a single chip.
HSPA+ is emerging in 2009, and will begin to displace WCDMA and HSDPA. LTE will begin in 2010, first as data cards and dongles. The forecast calls for LTE handsets to reach 56 million units in 2013 for a compound growth rate of 262%.
Although the cellphone digital mobile TV market is growing, free-to-air analog mobile TV will dominate the 78-million receiver unit market in 2009, accounting for over half of the world market...driven by the demand in China, Southeast Asia and Eastern Europe.
The ever-present LCD display will soon have to make room for newer displays, like OLED, ePaper, Qualcomm's Mirasol, and Liquavista. The market for these new "post-LCD" displays is growing fast...to over $3 billion in 2013.
MEMS constitute another fast-growing component family in the cellphone market, expanding from basic accelerometers, to filters, gyroscopes, RF switches and microphones, reaching over $1.6 billion in 2013.
Application processor competition is heating up as the demand for increasing video and Internet functionality grows with 3G's higher data rates. There is a clear trend of bundling application processors with digital basebands, either on a single die or in a multichip package. The resulting "Communication Processors" are becoming popular, and could ultimately hurt companies which specialize in only one of those components.
Carter L. Horney, one of the main authors of the study asserts: "The cellphone continues to be the physical and market magnet that is pulling in the functionality of digital cameras, PDAs, MP3 players, GPS navigators, Bluetooth, Wi-Fi, AM/FM Radio, mobile TV, cordless phones, smart cards and even fingerprint sensors, and the cellphone is quickly becoming the dominant market for each and all of these functions."
"Cellular Handset & Chip Markets '09" is available from Will Strauss at http://www.fwdconcepts.com/cell9.
