Integration is the next key for both GPS providers and device makers. With GPS location technology now considered mature, this report finds that adjacent mobile device markets offer a potential of 802M GPS-enabled units in 2013.

Included in this report are:

• Global TAM and GPS attach rate forecasts for mobile CE and mobile computation (handsets, PMP, PND, hand-held gaming, digital cameras, notebooks, netbooks/mini-notes, MIDs, UMPCs)
  
• Device OEM silicon needs by segment including:
  
  
  • Handsets (iPhone, Blackberry, etc.)
  • Portable media players (iTouch, Zune, etc.)
  • Hand-held gaming (Sony PSP, Nintendo DS, etc.)
  • Netbooks (ASUS eePC, Acer Aspire One, etc.)
  • Notebooks
  • Mobile Internet devices (MIDs)
  • Digital cameras (Canon, Sony, Panasonic, Nikon, Kodak, Olympus, Pentax, Samsung etc.)
• GPS supplier analysis including the following companies:
  
  
  • Broadcom
  • Atheros
  • TI
  • SiRF
  • SiGE
  • eRide
  • Infineon
  • CSR
• Industry guidance from both the silicon provider and device maker points of view

This Report Highlights:

• Integration of RF front-end alone is insufficient to grow future designs.
• Highest volume segments that GPS misses today includes PMPs, notebooks, and netbooks.
• Adjacent markets represent 802M potential units in 2013.
• CPUs must be integrated (ARM, x86, MIPS, etc.) to manage host processor load.
• Infrastructure radios (802.11, WiMAX, LTE, etc.) are likely candidates for integration.

TABLE OF CONTENTS

• GPS Finding Adjacent Market Mobile Devices
  
• GPS Growth to be Found in Integration within the Mobile Device Market Space
  
• Market Growth
  
• Market Attach for GPS
  
  
  • Handsets
  • Mobile Computing Devices
  • Consumer Electronics (CE)
• Industry Concerns
  
  
  • Silicon Makers
  • Mobile Device Makers
• Which GPS Chip Companies are Playing Aggressively?
  
  
  • Broadcom
  • CellGuide
  • Cambridge Silicon Radio (CSR)
  • eRide
  • GloNav/NXP/STMicroelectronics/Ericsson
  • Infineon
  • MediaTek
  • Qualcomm
  • RF Micro Devices (RFMD)
  • SiGe Semiconductor
  • SiRF
  • SkyTraq
  • STMicroelectronics
  • Texas Instruments
  • u-blox
  • u-Nav Microelectronics/Atheros
• Final Observations
  
• Methodology

List of Tables

• Table 1. WW PND Unit Growth, 2008–2013 (Units in Thousands)
• Table 2. WW GPS-Enabled Handsets, 2008–2013 (Units in Thousands)
• Table 3. WW GPS-Enabled Notebooks, 2008–2013 (Units in Thousands)
• Table 4. WW GPS-Enabled Netbooks, 2008–2013 (Units in Thousands)
• Table 5. WW GPS-Enabled UMPC Shipments, 2008–2013 (Units in Thousands)
• Table 6. WW GPS-Enabled MID Shipments, 2008–2013 (Units in Thousands)
• Table 7. WW GPS-Enabled PMP Shipments, 2008–2013 (Units in Thousands)
• Table 8. WW GPS-Enabled HH Game Shipments, 2008–2013 (Units in Thousands)
• Table 9. WW GPS-Enabled Still Camera Shipments, 2008–2013
• Table 10. WW GPS-Enabled PDAs, 2008–2013 (Units in Thousands)
• Table 11. WW GPS Chipset Shipments (Units in Thousands), ASP (US$), and Revenues (US$ in Thousands), 2008–2013
• Table 12. GPS Chips/Chipsets
• Table 13. WW GPS-Integrated Device Units, Adjacent Market in 2013

List of Figures

• Figure 1. Integrated GPS-Enabled Mobile Devices, Adjacent Markets, 2008–2013 (in Thousands)
• Figure 2. Integrated GPS-Enabled Mobile Devices, 2008–2013 (in Thousands)
• Figure 3. Intel 5350 WiMAX/Wi-Fi (Echo Peak)
• Figure 4. GPS ASP as a Percentage of Mobile Device ASP
• Figure 5. Broadcom BCM4750 Block Diagram
• Figure 6. Broadcom BCM2075 Block Diagram
• Figure 7. Cambridge Silicon Radio eGPS Block Diagram
• Figure 8. eRide Opus IIIEZ Block Diagram
• Figure 9. Infineon Hammerhead II Block Diagram
• Figure 10. Qualcomm Snapdragon Platform Block Diagram
• Figure 11. TI NaviLink 4.0 Block Diagram
• Figure 12. TI NaviLink 6.0 Block Diagram
• Figure 13. TI OMAP Block Diagram
• Figure 14. u-blox Antaris 4 ATR0621 Block Diagram
• Figure 15. u-Nav Microelectronics/Atheros AR1511 Block Diagram