Mobile Handset Dynamics

SUMMARY

This report examines baseband, applications and storage components and the part they play in the trends that are driving the cellular electronic components market. It also describes the relationship between chipset suppliers and handset providers, and provides insights into future market trends and applications.

Key questions

• What technologies are driving the cellular handsets storage and chipset market?
• What are the growth drivers and who are the major players in the processor and storage market?
• What impact does a high level of IC integration have on the mobile market?
• What storage capabilities and configurations will support the new handset functionalities enabled by IC integration?
• How will processors and storage help spur the growth of mobile multimedia services in wireless handsets?

TABLE OF CONTENTS

1. Mobile handset market and components

• 1.1. Global handset volume, a rising market
• 1.2. ....but a declining average selling price
  • 1.2.1. Mobile handset segmentation
  • 1.2.2. A booming 3G handset market
  • 1.2.3. Market development: Growth over the next 5 years
  • 1.2.4. Global handset market share

2. Building Blocks Technologies

• 2.1. Mobile Phone Architecture: evolution through integration
• 2.2. Baseband and application processors
• 2.3. Storage component
  • 2.3.1. Flash memory structure
  • 2.3.2. Properties of actual Flash memories

3. Mobile components market

• 3.1. Global handset baseband chipset market
  • 3.1.1. Baseband chipset market, in volume
  • 3.1.2. Global baseband handset chipset market, in value Baseband chipset market, by vendor
• 3.2. Global handset application chipset market
  • 3.2.1. Application chipset market, in volume
  • 3.2.2. Application chipset market, in value
  • 3.2.3. Application chipset market, by vendor
• 3.3. Mobile storage market overview
  • 3.3.1. NOR and NAND Flash market
  • 3.3.2. Summary of storage needs

4. Handsets components market drivers

• 4.1. Development of mobile multimedia
• 4.2. Growing trend of wireless connectivity
  • 4.2.1. Implications of device convergence
  • 4.2.2. Chief impact on the handset components industry: mobile architecture evolution
• 4.3. Towards a bipolarization of the handset market
• 4.4. Towards next generation components
  • 4.4.1. Impact of Moore's Law
  • 4.4.2. Components evolution
• 4.5. Storage Technology Evolution
  • 4.5.1. Storage Density Evolution
  • 4.5.2. Flash Technology
  • 4.5.3. Next Generation Storage Technologies
  • 4.5.4. Comparison of technologies
  • 4.5.5. Storage Technology Forecast

Figures

• Figure 1: Mobile Handset Market
• Figure 2 : Global change in ASP (USD)
• Figure 3: Mobile handset segmentation
• Figure 4: 3G(1) and 3.5 G handset sales forecasts
• Figure 5: Global mobile handset sales forecasts, in volume
• Figure 6: Block diagram of a typical 2G mobile phone
• Figure 7: System diagram of the recent generation of mobile phones
• Figure 8: Block Diagram of a current generation smartphone using discrete baseband IC with discrete application processor
• Figure 9: Block diagram of current generation digital cellular baseband IC
• Figure 10: Basic principles of NOR and NAND Flash
• Figure 11: Comparison of NOR and NAND Flash
• Figure 12: Global mobile terminal baseband chipset market forecasts
• Figure 13: Global market breakdown between CDMA and GSM technology
• Figure 14: Baseband handset chipset market
• Figure 15: Evolution of baseband market share between 2006 and 2007
• Figure 16 : Wireless application processor market (in million units)
• Figure 17: Handset application chipset market
• Figure 18: Application chipset market share in 2006
• Figure 19: NOR and NAND Flash market value (billion USD)
• Figure 20: Percentage of mobile phones equipped with a card slot
• Figure 21: TV, music and gaming application revenue up to 2011
• Figure 22: From the web to the handset
• Figure 23: Evolution of mobile usage and storage capacities
• Figure 24: Change in solid state drive prices worldwide
• Figure 25: Forecast average ASP breakdown and storage capacity per device
• Figure 26: Wi-Fi chipset market
• Figure 27 : Volume of Bluetooth-enabled handsets (in millions units)
• Figure 28: GPS chipset market
• Figure 29: Mobile handset functionality penetration trends
• Figure 30: Applications and connectivity chipset forecasts
• Figure 31: Handset architecture configuration
• Figure 32: Handset architecture evolution
• Figure 33: Global smartphone trends, by vendor
• Figure 34: ULC1 and ULC2 platform evolution
• Figure 35: Cost evolution
• Figure 36: Stages in the transistor structure roadmap
• Figure 37: System-On-Package Trend
• Figure 38: System Integration Evolution compared to Moore's Law
• Figure 39: Storage density evolution in handsets (2006-2011)
• Figure 40: Bit-per-cell production
• Figure 41: MRAM vs. STT-RAM

Tables

• Table 1: Worldwide handset market share by segment
• Table 2: 3G(1) handset sales forecasts
• Table 3: Handset vendors' share of the global market
• Table 4: Charge Trap Flash and Floating Gate: functional comparison
• Table 5: Performance summary of Flash memories
• Table 6: Global mobile storage market overview
• Table 7: Handset mobile storage market overview
• Table 8: Storage features overview per handset segment
• Table 9: Worldwide camera phone sales, by region
• Table 10: Evolution of storage needs, according to mobile usage
• Table 12: Some of the major players in the ultra low-cost handset market
• Table 13: Overview of main component technology and manufacturing process evolution
• Table 14: Comparison of major memory technologies
• Table 15: Comparison of major memory technologies