WiMAX Chipset Market: Faith in Mobile WiMAX Drives Expected Volume Growth Worldwide

SUMMARY

In-Stat expects the total WiMAX user terminal chipset market to reach almost $500 million in 2012, growing from $27 million in 2007. WiMAX base station semiconductor revenues are expected to be approximately $1.4 billion in 2012, compared to $130 million in 2007.

• Embedded mobile WiMAX in mobile PCs is expected to primarily drive WiMAX chipset volumes over the forecast period.
• WiMAX CPE (modems and gateways), external clients and dual-mode cellular/WiMAX handsets will also drive WiMAX volumes over the forecast period.
• Sequans and Intel, although both focused primarily on the Mobile WiMAX market, supplied much of the Fixed WiMAX user-terminal chipsets in 2007.
• Runcom, Beceem, GCT Semiconductor and Sequans supplied the majority of chipsets for KT's various Mobile WiMAX product offerings.
• A plethora of chipset companies, which are completely focused on the Mobile WiMAX market, are expected to commercially release products in 2008, including Altair, Amicus, ApaceWave, Comsys, NextWave, Redpine Signals and XRONet.
• Growth in the WiMAX user-terminal chipset market is expected to be primarily driven by adoption of Mobile WiMAX into mobile PCs, mainly driven by Intel.

TABLE OF CONTENTS

• Executive Summary
• Introduction
• Chipset Vendor Competitive Landscape
  • IC Vendor Matrix
• WiMAX Forecasts by Device Segment
  • Customer Premise Equipment (CPE)
  • External Clients
  • Mobile PCs
  • Cellular Handsets
  • WiMAX-Only Handsets
  • Ultra Mobile Devices (UMDs)
  • Handheld Game Consoles
  • Portable Media Players (PMPs)
  • Total User Terminal WiMAX Chipset and Revenue Forecasts
  • Base Stations
• Methodology
• Related In-Stat Reports

List of Tables

• Table 1. WiMAX Chipset Participants at the Mobile WiMAX PlugFests
• Table 2. WiMAX IC Vendor Summary Matrix
• Table 3. Fixed and Mobile WiMAX CPE Chipset Units (in Thousands) and Revenues (US$ in Thousands)
• Table 4. Mobile WiMAX External Client Chipset Units (in Thousands) and Revenues (US$ in Thousands)
• Table 5. WiMAX in Mobile PCs Forecast (Units in Thousands)
• Table 6. WiMAX in Cellular Handsets Forecast (Units in Thousands)
• Table 7. WiMAX-Only Handset Chipset and Revenue Forecast (Units in Thousands)
• Table 8. WiMAX in Ultra Mobile Devices (UMDs) Forecast (Units in Thousands)
• Table 9. WiMAX in Handheld Game Consoles Forecast (Units in Thousands)
• Table 10. WiMAX in Portable Media Players (PMPs) Forecast (Units in Thousands)
• Table 11. Total User Terminal WiMAX Chipset Forecasts (Units in Thousands)
• Table 12. Total WiMAX User Terminal Chipset Revenue Forecast (US$)
• Table 13. WiMAX Base Station Semiconductor Revenues Forecast (US$ in Thousands)

List of Figures

• Figure 1. WiMAX User Terminal Chipset Unit Shipments per Device Segment Forecast (Units in Thousands)
• Figure 2. WiMAX User Terminal Chipset Unit Shipments per Device Segment (Units in Thousands)
• Figure 3. WiMAX User Terminal Chipset Revenues per Device Segment (US$ in Thousands)