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SUMMARY
The cellular handset semiconductor market declined 2% in 2002, but IDC forecasts a turnaround, with 7.6% growth to $18.1 billion in 2003 and acompound annual growth rate (CAGR) of 9.0% from 2002 to 2007, reaching $25.9 billion. Key trends in handset semiconductors that are examined in thisstudy include: - Converged devices and imaging are bringing new semiconductor content into handsets, including applications processors, CCDs, CMOSsensors, and image processing Ics. Tight space, power, and bill-of-materials (BOM) cost constraints mandate integrated solutions and partnershipsbetween semiconductor vendors.
- Handset memory is a driving force in the global memory market, comprising half of all flash memory. Of the $6.4 billion handset memorymarket in 2007, $5.3 billion will represent multichip package memory.
- Advanced handset features are also putting the squeeze on the radio subsystem, and chipset vendors have answered with direct conversionsolutions. As radio BOM costs go down, semiconductor vendors will continue to drain value from passives, VCOs, and other non-IC components toshore up their ASPs.
"Although voice is still the dominant application for mobile phones, advanced features such as imaging and running third-party software andapplications are driving the adoption of 2.5G and 3G handsets with richer semiconductor content," said Allen Leibovitch, manager, SemiconductorResearch. TABLE OF CONTENTS
IDC Opinion In This Study Situation Overview - 2.5G Transition in Full Swing
- Shift in the Value Chain: ASSPs Benefit from Handset Market Share Shakeup
- Imaging/MMS the First 2.5G Killer App
- Converged Devices and Multimedia Driving Applications Processor Adoption
- Multichip Memory
- Direct Conversion Radios Make Room for New Features
Future Outlook - Forecast and Assumptions
- Figure: WORLDWIDE CELLULAR HANDSET SEMICONDUCTOR REVENUE BY GENERATION, 2002?2007
- Table: Worldwide Cellular Handset Semiconductor Revenue by Standard, 2002-2007 ($M)
- Figure: WORLDWIDE 2G HANDSET BILL OF MATERIALS PER PHONE, 2002?2007
- Figure: WORLDWIDE 2.5G HANDSET BILL OF MATERIALS PER PHONE, 2002?2007
- Figure: WORLDWIDE 3G HANDSET BILL OF MATERIALS PER PHONE, 2002?2007
- Table: Worldwide Cellular Handset Semiconductor Revenue by Category, 2002-2007 ($M)
- Table: Key Forecast Assumptions for Worldwide Cellular Handset Semiconductor Market, 2003-2007
Essential Guidance - Baseband/Applications Processor Vendors
- Radio Chip Vendors
Learn More - Related Research
- Definitions
- Cellular/PCS Standards
- Subsystems
- Semiconductor Products
- Methodology
- Synopsis
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