I. EXECUTIVE SUMMARY

 

II. THE MOBILE HANDSET MARKET

 

A. Handset Features

B. First-Tier & Second-Tier Handset OEMs

C. Outsourcing & Manufacturing

D. Handset Market Growth Categories

1. Market Segmentation

2. Smart Phones

3. Baseband Usage Forecast

4. Handset Pricing Forecast

E. The Market & Handset Player Profiles

1. Japan

a) Fujitsu

b) Kyocera

c) Mitsubishi

d) NEC

e) Panasonic

f) Sanyo

g) Sharp

2. China

a) Ningbo Bird

b) Huawei Technologies

c) Lenovo Mobile

d) TCL Communications

e) UTStarcom

f) ZTE

3. Taiwan

a) BenQ Mobile

b) HTC

4. South Korea

a) KTFT

b) LG Electronics

c) Pantech

d) Samsung

5. Europe

a) Nokia

b) Sony Ericsson

6. North America

a) Motorola

F. Handset Vendor Market Shares

G. Global Handset Forecast by Air Standard '03-'10

H. Global Handset Forecast by Region:’03-'10

I. Global Handset Market Share Analysis

J. CDMA Segment

1. CDMA2000 & 1xEV-DO Technology Overview

2. CDMA2000/EV-DO Market Overview

3. CDMA2000/EV-DO Handset Vendor Market Shares

K. GSM/GPRS/EDGE

1. GSM/GPRS/EDGE Technology Overview

2. GSM Association's Ultra-Low-Cost Phone

3. GPRS Technology and Market Overview

4. EDGE Technology & Market Overview

5. GSM/GPRS/EDGE Handset Vendor Market Shares

L. 3G WCDMA Technology & Market Overview

1. WCDMA Market Applications & Services

2. WCDMA/FOMA Handset Market Leaders

M. 3G HSDPA Technology & Market Overview

1. Countries with HSDPA

N. HSUPA Overview

O. PDC Handset Shipment Market Leaders

P. PHS/PAS Handset Shipment Market Leaders

Q. Regional Subscriber & Handset Forecasts

1. North America

2. South America

3. Western Europe

4. Eastern Europe

5. Japan

6. South Korea

7. Underdeveloped S. E.  Asia

8. China

9. India

10. Africa & Middle East

11. Oceania

 

III. MOBILE CHIP UNIT & REVENUE MARKET SUMMARY

 

IV. BASEBAND CHIPS

 

A. Digital Baseband Chip Overview

1. Overall Digital Baseband Vendor Market Shares

B. Digital Baseband Chip Forecast

C. GSM/GPRS/EDGE Baseband Chip Suppliers

1. GSM/GPRS Baseband Market & Vendor Overview

2. EDGE Baseband Market & Vendor Overview

3. EDGE Baseband Market Share Leaders

D. GPRS & EDGE Digital Baseband & Subsystem Vendors

1. Agere

2. Analog Devices

3. Broadcom

4. Freescale

5. Infineon

6. Intel/Marvell

7. MediaTek

8. Philips

9. Rohm

10. Silicon Labs

11. Skyworks

12. Spreadtrum

13. Texas Instruments

E. CDMA

1. Overview & Vendor Market Shares

F. CDMA Chipset Suppliers

1. EoNex Technologies

2. Qualcomm

3. RFMD

4. Skyworks

5. STMicroelectronics

6. Texas Instruments

7. VIA Telecom

G. WCDMA Baseband Chip Supplier Overview

H. WCDMA Baseband Vender Shares & Profiles

1. Agere

2. Analog Devices

3. Broadcom

4. EoNex

5. Ericsson Mobile Platforms

6. Freescale

7. Intel/Marvell

8. Nokia

9. Qualcomm

10. Texas Instruments

I. TD-SCDMA

1. TD-SCMA Standards Development

2. TD-SCDMA Activity

3. Frequency Spectrum

4. TD-SCDMA Handset Suppliers

5. TD-SCDMA Chip Set Suppliers

a) Analog Devices

b) Chongyou Info. Tech.

c) Commit & Putian

d) Maxim

e) RTX Telecom

f) Spreadtrum

g) T3G

J. HSDPA Baseband

1. Agere

2. Broadcom

3. Icera Semiconductor

4. Infineon

5. Interdigital

K. Analog Baseband Processor/Power Management Market Shares

 

V. CELLPHONE TRANSCEIVERS & P. A.  CHIPS

 

A. Cellular Transceiver Forecast

B. GSM/GPRS/EDGE Transceiver Vendor Market Shares

C. GSM/GPRS/EDGE Transceiver Supplier Profiles

1. Airoha Technology

2. Analog Devices

3. Berkäna

4. Freescale

5. Infineon

6. Philips

7. Renesas

8. RF Micro Devices

9. Silicon Labs

10. Sirific Wireless

11. Skyworks

12. Sony Semiconductors

13. STEPMIND

14. STMicroelectronics

15. Texas Instruments

16. Tropian-Matsushita

17. Zarlink

D. CDMA & WCDMA Transceiver Vendor Market Shares

E. WCDMA & WEDGE Transceiver Suppliers

1. Analog Devices

2. Infineon

3. Freescale

4. Maxim

5. Nokia

6. Philips

7. Qualcomm

8. Qualcomm

9. Renesas

10. Sequoia

11. Sirific

12. Texas Instruments

F. HSDPA Transceiver Suppliers

1. Philips

2. Qualcomm

3. Renesas

4. Sirific

G. Power Amplifier Supplier Vendor Shares

H. Power Amplifier Vendor Profiles

1. Anadigics

2. Axiom Microdevices

3. Philips

4. RF Micro Devices

5. SiGe Semiconductor

6. Silicon Labs

7. Skyworks

 

VI. DRAM MEMORY

 

A. DRAM Supplier Market Shares

B. DRAM Supplier Profiles

1. Elpida

2. Hynix

3. Infineon/Qimondo

4. Micron

5. Samsung

 

VII. SRAM & PSRAM MEMORY

 

A. SRAM

B. PSRAM

1. CellularRAM™

2. SRAM & PSRAM Market Leaders

C. Mobile RAM Usage Patterns

D. Mobile (non-flash)  RAM Forecast:’04-'10

E. SRAM & PSRAM Suppliers

1. Cypress

2. Elpida Memory

3. GSI

4. Hynix

5. IDT

6. Infineon/Qimondo

7. Micron

8. NEC

9. Renesas

10. Samsung

11. Sharp

12. STMicroelectronics

13. Toshiba

 

VIII. FLASH MEMORY

 

A. NOR Market

1. Multi-bit Flash Technology

B. NAND Market

C. Flash NOR & NAND Vendor Market Shares

D. Flash NOR & NAND Forecast Summary

E. Flash Supplier Profiles & Market Shares

1. Atmel

2. Infineon/Qimondo

3. Intel

4. Hynix

5. Macronix

6. Micron

7. Renesas

8. Samsung

9. Sharp

10. Spansion

11. STMicroelectronics

12. Toshiba

 

IX. APPLICATION PROCESSORS & COPROCESSORS

 

A. Mobile Graphics Coprocessors

1. ATI

2. Bitboys & Hantro

3. Imagination Technologies

4. Nexus Chips

5. NVIDIA

B. Camera Image Processors

1. Alpha Imaging Technology

2. Chipnuts Technology

3. Core Logic

4. Mobilic Technology

5. MtekVision

6. Sanyo

7. STMicroelectronics

8. Sunplus

9. ViMicro

C. Java Coprocessors

1. Nazomi Communications

D. Multimedia-Enhancing Coprocessors

1. Video

2. Video Compression

3. Audio

E. A/V Multimedia Coprocessor Suppliers

1. Atsana-MtekVision

2. Broadcom

3. Fujitsu

4. Renesas & NEC

5. Toshiba

6. Zoran

F. Baseband Coprocessors

1. Agere (HSDPA)

2. Broadcom (WCDMA)

G. O/S-Based Application Processors

1. Smartphone Growth

2. Application Processor Vendor Market Shares

H. Application & Co-Processor Market Forecasts

I. Application Processors

1. Freescale

2. Intel/Marvell

3. NeoMagic

4. Qualcomm

5. Renesas

6. Samsung

7. STMicroelectronics

8. Texas Instruments

 

X. CAMERA SENSOR MARKET

 

A. Software Lens

B. Camera Controller

C. Frame Buffers

D. CMOS Imaging Technology Advancements

1. CMOS Competition Intensified

2. Improving Aperture Ratio

3. Image Processing Advancements

E. Image Sensor Forecast & Vendor Market Shares

F. Image Sensor Chip Vendor Profiles

1. Avago

2. Magnachip

3. Matsushita

4. Micron

5. OmniVision

6. PixelPlus

7. Renesas

8. Samsung

9. Seiko-Epson

10. Sharp Microelectronics

11. Sony

12. STMicroelectronics

13. Toshiba

14. TransChip

 

XI. RING TONE & MELODY CHIPS

 

A. Ringtone & Melody Chip Vendor Market Shares

B. Ringtone/Melody/Audio Market Forecast '04-'10

C. Embedded Ring Tone Suppliers

D. Melody& Ring Tone Chip Suppliers

1. Fangtek, Inc.

2. NEC

3. Oki

4. Rohm

5. Yamaha

E. MP3-Class Audio Decoder Chip Suppliers

1. Atmel

2. Chipnuts Technology

3. Epson

4. MCS Logic

5. NEC

6. Renesas

7. Sunplus

 

XII. BLUETOOTH RF & BASEBAND CHIPS

 

A. Bluetooth Forecast & Vendor Market Shares

B. Bluetooth Chip Set Suppliers

1. Broadcom

2. Cambridge Silicon Radio

3. Freescale Semiconductor

4. Infineon Technologies

5. Oki Electric Industry

6. RF Micro Devices-Silicon Wave

7. Texas Instruments

8. Xemics

 

XIII. FM RADIO TUNERS

 

A. FM-Radio Chip Forecast & Vendor Market Shares

B. FM Radio Chip Supplier Profiles

1. Atmel

2. Broadcom

3. Cambridge Silicon Radio

4. Philips

5. Rohm

6. Sanyo

7. Silicon Labs

8. STMicroelectronics

9. Texas Instruments

 

XIV. MOBILE DTV CHIPS

 

A. DVB-H Technology Overview

B. MediaFLO Technology Overview

C. Other DTV Movements in Asia

D. Video Streaming Across 3G Networks

E. Global DTV Trials

F. Standards Developments

1. Global DVB-H Standardization

2. ISDB DTV Japanese Standard

3. Korea ’s S- & T-DMB Standards

4. China 's DMB-T/H

G. DTV Handset Suppliers343

1. BenQ/Siemens

2. LG Electronics

3. NEC

4. Nokia

5. Samsung (CDMA DVB-H)

6. Samsung (S-DMB)

7. Sanyo

8. Sharp

H. DVB-H & Portable DVH-T Chipset Suppliers

I. Demodulator & Tuner Company Profiles

1. Broadcom

2. DiBcom

3. Freescale

4. Frontier Silicon

5. Integrant/ADI

6. Intel/Zarlink

7. LG Electronics

8. Matsushita

9. Micronas

10. Microtune

11. Newport Media

12. Nokia

13. Philips

14. Qualcomm

15. RFMagic

16. Samsung

17. Sharp

18. Siano Mobile Silicon

19. SIDSA

20. Sony SES UK

21. STMicroelectronics

22. Texas Instruments

23. TTPCom

24. Zarlink-Intel

J. Summary & Forecast

 

XV. CELLULAR WI-FI CHIPS

 

A. Wi-Fi/Cellular Roaming Standards (802. 21 & UMA)

B. Dual-Mode Wi-Fi VOIP Phones

C. Dual-Mode Wi-Fi VOIP Phone Profiles

1. Alcatel

2. BenQ

3. G-Tek

4. LG

5. Motorola

6. NEC

7. Nokia

8. Paragon Wireless

9. Samsung

10. Sony Ericsson

11. Techedge

12. UTStarcom

13. Wistron

14. ZyXEL

D. Wi-Fi VOIP Chip Market Forecast

E. Wi-Fi Chip Vendor Market Shares & Profiles

1. Atheros Communications

2. Broadcom

3. Conexant

4. Marvell

5. Philips

6. STMicroelectronics

7. Texas Instruments

 

XVI. GPS CHIPS

 

A. Overview

B. GPS Chip Forecast & Vendor Market Shares

C. GPS Chip Set Supplier Profiles

1. Atmel

2. eRIDE

3. Global Locate

4. GloNav

5. Fujitsu

6. Infineon

7. NEC

8. Nemerix

9. Qualcomm/SnapTrack

10. RFMD

11. SiGe Semiconductor

12. SiRF Technology

13. Sony

14. STMicroelectronics

15. Texas Instruments

16. Trimble

17. Xemics

18. Zarlink

 

XVII. PHS/PAS BASEBANDS & TRANSCEIVERS

 

A. PHS/PAS Handset Vendor Market Shares

B. PHS/PAS/PDC & iDEN Chip Vendor Market Shares

1. Airoha Technology

2. Atheros

3. Comlent

4. GCT Semiconductor

5. Micro Linear

6. Oki Electric

7. Sunplus Technology

8. Terax Communications

9. Toshiba

10. Skyworks

 

XVIII. MOBILE PHONE DISPLAYS

 

A. Introduction

B. Display Segmentation & Pixel Usage Trends

C. Small-Medium Displays

D. Mobile Display Technology Advancements

E. Mobile Display Driver Market & Vendors

1. OLED Display Driver Market

2. CSTN & STN Small Displays

3. Handset Main Screen Display Panel Markets

F. Display Panel/Driver Summary & Forecast

G. Display Driver Suppliers

1. Clare-Micronix

2. Displaychips

3. Elan Microelectronics

4. Himax

5. Leadis Technology

6. Lucid Display Technology LDT

7. Magnachip

8. NEC Electronics-Europe

9. Novatek Microelectronics

10. Samsung

11. Sanyo-Epson

12. Sharp Electronics

13. Sitronix

14. Solomon Systech

15. Tomato LSI

16. Toshiba

17. Philips

18. PixelChip

19. Renesas

20. Syncoam

21. Sunplus

22. UltraChip

H. Who Buys Display Drivers from Whom?

 

XIX APPENDIX

 

A. WIRELESS ACRONYMS & ABBREVIATIONS

B. INDEX

 

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FIGURES

 

Fig.1 Segmentation of Mobile Phone Market

Fig.2 Global Handset Shipments by Technology:’05

Fig.3 Handset Shipments Growth by Major Vendors:’04-'05

Fig.4 Global Handset Vendor Unit Market Shares:’05

Fig.5 Digital Cellular Handset Revenue by Wireless Technology

Fig.6 Handset Pricing, by Air Technology

Fig.7 Chipset Sales Forecast in Mobile Devices:’04-'10

Fig.8 Top Tier Handset Players Market Share:’05

Fig.9 The 4 Tiers of Handset Shipments

Fig.10 Baseband Revenue Forecast by Air Interface:’04-'10

Fig.11 Handset Pricing by Air Technology

Fig.12 Handset Average Price by Technology

Fig.13 Domestic Japanese Handset Vendor Market Shares:’05

Fig.14 China Handset Shipments by Air Type:’05

Fig.15 China 's CDMA Handset Shipments by Vendor:’05

Fig.16 China 's PHS/PAS Handset Shipments by Vendor:’05

Fig.17 China 's GSM/GPRS Handset Shipments by Vendor:’05

Fig.18 Top Seventeen Handset Supplier Growth:’04-'05

Fig.19 Global Handset Supplier Market Shares:’05

Fig.20 CDMA 1X Handset Shipments by Vendor:’05

Fig.21 CDMA 1X EV-DO Handset Shipments by Vendor:’05

Fig.22 GSM/GPRS/EDGE Handset Shipments by Vendor:’05

Fig.23 WCDMA Handset Shipments by Vendor:’05

Fig.24 PDC Handset Vendor Shipments:’05

Fig.25 PHS Handset Shipments by Vendor:’05

Fig.26 Japan 's Handset Mix by Technology:’05

Fig.27 Cellphone Digital Baseband Chip Market by Vendor:’05

Fig.28 GSM/GPRS Digital Baseband Shipments by Vendor:’05

Fig.29 EDGE Digital Baseband Chip Sales by Vendor:’05

Fig.30 2005 CDMA Digital Baseband Shipments by Vendor:’05

Fig.31 WCDMA/UMTS Digital Baseband Chip Shipments by Vendor:’05

Fig.32 Analog Baseband/Power Management Chip Sales by Vendor:’05

Fig.33 GSM/GPRS RF Transceiver Sales by Vendor:’05

Fig.34 EDGE RF Transceiver Sales by Vendor:’05

Fig.35 WCDMA Radio Transceiver Sales by Vendor:’05

Fig.36 WCDMA Radio Transceiver Sales by Vendor:’05

Fig.37 Cellular PA Market by Vendor:’05

Fig.38 DRAM Vendor Market Shares (all applications):’05

Fig.39 Mobile RAM Market by Vendor:’05

Fig.40 Code Storage vs.  Data Flash Growth in Cellular Phones

Fig.41 Cellular Handheld Phone Market Segmentation

Fig.42 Traditional Flash Usage Models used In Mobile Phones

Fig.43 Mobile Unified Store Code & Data Transition Technology

Fig.44 Megabyte Growth versus cost in flash Memory

Fig.45 NOR Market Leaders: 1H2005

Fig.46 Mobile NAND Flash Market by Vendor:’05

Fig.47 Mobile NOR Flash Market by Vendor:’05

Fig.48 Application Processor vs.  Co-Processor Sales:’05

Fig.49 Cellular Coprocessor Market by Type:’05

Fig.50 Multimedia Coprocessor Market by Vendor:’05

Fig.51 SmartPhone Shipments by O/S Type:’05

Fig.52 O/S Applications Processor Market by Vendor:’05

Fig.53 Application Processor/Baseband Processor Arrangement

Fig.54 Roles of Baseband & Application Processors

Fig.55 Current Smartphone Architecture w/Bluetooth, GPS & WLAN

Fig.56 Block Diagram of Freescale’s MXC Converged Architecture

Fig.57 NeoMagic’s MiMagic 6 Application Processor

Fig.58 Launchpad MSM Application Engine

Fig.59 Qualcomm’s Application Engines

Fig.60 Qualcomm 7xxx graphics Processor Architecture

Fig.61 TI's OMAP3430 Multimedia Application Processor

Fig.62 Image Sensor Market by Vendor:’05

Fig.63 Sony 3Mpixel CCD Camera Modules

Fig.64 Toshiba’s 3^rd Generation 3. 2 MP Image Sensor

Fig.65 Toshiba’s Pixel Reduction Road Map:’05-'07

Fig.66 RingTone & Melody Chip Market by Vendor:’05

Fig.67 NEC Melody Chip Family Roadmap

Fig.68 Cellphone Bluetooth Market by Vendor:’05

Fig.69 2005 FM Market Share Chip Leaders

Fig.70 Combination Bluetooth and FM Radio SoC Block Diagram

Fig.71 DVB-H COFDM Channel Decoder

Fig.72 Freescale’s DVB-H Tuner Chip

Fig.73 SIDSA DVB-H Demodulator IP Core

Fig.74 TI's DVB-H Demodulator/Tuner Chip

Fig.75 TTPcom DVB-H Decoder/demodulator IP

Fig.76 Mobile Broadcast DTV/Video Growth by Type:’04-'10

Fig.77 Cellular Wi-Fi Chip Market by Vendor:’05

Fig.78 Cellular GPS Chipset Market by Vendor:’05

Fig.79 PHS Handset Shipments by Vendor:’05

Fig.80 PDC Handset Market by Vendor:’05

Fig.81 PHS/PDC/iDEN Market Share Leaders:’05

Fig.82 PDC/PHS/iDEN R. F.  Transceiver Chip Shipments by Vendor:’05

Fig.83 Unit Forecast by Display Technology:’04-'08

Fig.84 Small-Medium TFT LCD Vendor Market Shares: 1Q/05

Fig.85 Mobile Display Driver Market by Vendor:’05

Fig.86 Cellphone with Integrated Color Display/Driver Components

Fig.87 OLED Small Display Market by Vendor 4Q/05

Fig.88 CSTN/STM vs.  TFT LCD Growth:’05-'06

Fig.89 Display Shipments to Mobile Phone Market by Type

Fig.90 Advantage of Serial Display Driver Standard

Fig.91 Toshiba LCD Driver Chip Family Segmentation

Fig.92 Renesas Display-Driver Family Roadmap:’03-'05

 

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TABLES

 

Table 1 Non-Voice Services as Percent of Vodafone's Service Revenues

Table 2 Handset Units & Revenues by Air Interface

Table 3 Nokia's Quarterly Shipment Growth by Regions

Table 4 Quarterly Handset Shipments by Vendor:'04-'05

Table 5 Handset Shipment Forecast by Technology:'03-'10

Table 6 Handset Shipment Forecast by Region & Technology:'03-'10

Table 7 Forecast for Handset Shipments by Major Region '03-'10

Table 8 Comparison of GPRS vs.  Wired Broadband Data Rates

Table 9 North America Subscriber & Handset Forecast

Table 10 South America Subscriber & Handset Forecast

Table 11 Western Europe Subscriber & Handset Forecast

Table 12 Eastern Europe & Handset Subscriber Forecast

Table 13 Japan Subscriber & Handset Forecast

Table 14 South Korea Subscriber & Handset Forecast

Table 15 South East Asia Subscriber & Handset Forecast

Table 16 China Subscriber & Handset Forecast

Table 17 India Subscriber & Handset Forecast

Table 18 Africa /ME Subscriber & Handset Forecast

Table 19 Oceania Subscriber & Handset Forecast

Table 20 Summary Forecast of Mobile Chip Markets by Chip Type

Table 21 Digital Baseband Chip Forecast by Air Technology

Table 22 EONEX WCDMA/HSDPA Chip Set Roadmap

Table 23 HSDPA:  UE Categories & Classes

Table 24 Radio Transceiver Forecast by Air Technology:'04-'10

Table 25 Top 10 Semiconductors Suppliers for Consumer Electronics:'04

Table 26 RAM/flash Memory Usages by Cellphone Type

Table 27 Cellular DRAM, PSRAM & SDRAM Forecast:'04-'10

Table 28 Memory Comparison of Popular Cellular Music Phones

Table 29 Comparison of Latest NAND flash Specifications

Table 30 Cellular NAND & NOR flash Forecast

Table 31 Overall NAND flash Supplier Market Share & Growth:'04-'05

Table 32 Overall NOR flash Supplier Market Share & Growth:'04-'05

Table 33 Nvidia Line of GoForce Graphic Processors

Table 34 Smartphone Shipments by O/S:'03-'06

Table 35 Cellular Applications & Coprocessor Forecasts:'04-'10

Table 36 CCD & CMOS Imager Comparisons

Table 37 Camera Phone Image Sensor Market Forecast

Table 38 Micron’s Megapixel Mobile Imager Products

Table 39 Melody and Music Chip Forecast '04 -'10

Table 40 Mobile Handset Bluetooth Forecast:'04-'09

Table 41 Cellular FM Radio Forecast

Table 42 Global Cellular DTV Network Comparisons

Table 43 Generations of Cellular Data Advancements

Table 44 Global Audio/Video Decoding Streaming Standards for DTV

Table 45 Stated MediaFLO Air Technology Advantages over DVB-H

Table 46 Broadcast TV Growth by Type:'04-'10

Table 47 WLAN-Enabled Cellphone Forecast:'04-'10

Table 48 Forecast of GPS Chip Set Market:'04-'09

Table 49 Cellphone Display Acronyms

Table 50 Small/Medium Matrix Display Forecast

Table 51 Toshiba/Matsushita Mobile Phone Display Panel offerings for '05

Table 52 Displays used for Mobile Phones vs.  PC

Table 53 China ’s Vendors: Small to Medium TFT-LCD Lines

Table 54 Small Panel ASP by Mobile Phone Application & Screen Size: 5/05

Table 55 Display Panel Sales to Mobile Phone Market by Type

Table 56 Mobile Display Driver Revenue Forecast

Table 57 Mobile Display Driver ASP & Parameter Forecast

Table 58 Himax LCD Single-Chip RAM-based Driver Chip Line:'05-'06

Table 59 Leadis Tech’s TFT/STN Technology Display Driver Line

Table 60 LDT OLED Display Driver/Controller Lineup:'05

Table 61 NEC TFT Mobile CMADS Display Driver Family

Table 62 Tomato’s STN and TFT Display Driver Line for '05