This report provides key information and analysis on the smartphone IC market. The report covers the latest information on the revenue of the ICs used in smartphones such as application processors, connectivity ICs, accelerometers, gyroscopes and so on. The report covers the key market trends in different IC segments with respect to smartphone industry. The report provides market sizing and forecasts by device type. The smartphone IC report also provides information on smartphone vendors besides the expected market volumes of smartphones by geography. The market shares of key players in different device types are presented in the report.

Scope

• Analysis of key smartphone ICs segments such as processor ICs, power management ICs, connectivity ICs and user interface ICs have been covered
• Market Size for different IC types with respect to smartphone market in terms of sales revenue with forecasts until 2020
• Forecasts of smartphone volumes are given by geography that includes key regions such as Asia Pacific (excluding Japan), North America, Europe, Japan, Middle East and Latin America
• Market shares of players in different IC segments for 2010
• Comprehensive profiles of key companies such as Broadcom, Intel, Qualcomm, ST Microelectronics, Samsung Semiconductor and Texas Instruments

Reasons to Buy

• Exploit growth opportunities across various IC segments specific to smartphones
• Information about the most recent product and technology developments in the smartphone IC market
• What is the future demand potential of different ICs in smartphone devices – Identify, understand and capitalize
• Develop business strategies by understanding the trends and developments that are driving the smartphone IC market across the globe
• Understand the competitors operating in the smartphone IC market from the company profiles

TABLE OF CONTENTS

1.1 List of Tables
1.2 List of Figures 8

2 Executive Summary
2.1 Growth in the Demand for Smartphones is Expected to Drive IC sales 9
2.2 Increasing Support for NFC Based Solutions Will Drive the Demand for NFC ICs 9
2.3 New Standards Such as LTE Will Have a Positive Impact on the Semiconductor Content in Smartphones 9
2.4 Mobile Applications Will Drive the Smartphone IC Market 9
2.5 Addressing the Design Complexities of Combo Chips Will be a Major Challenge Faced by Chip Manufacturers 10

3 Introduction
3.1 GBI Research Report Guidance 11

4 Global Smartphone IC Market – Overview
4.1 Market Overview 12
4.2 Smartphone IC Components – Definitions and Market Trends 13
4.2.1 Smartphone IC Design 13
4.2.2 Discrete versus Integrated Processors 13
4.2.3 System-on-Chips (SoCs) 15
4.2.4 Industry Developments 16

5 Smartphone IC Components
5.1 Smartphone IC – Breakdown by Device Type 17
5.2 Applications Processor 17
5.2.1 Stand Alone Processors 17
5.2.2 Integrated Application Processors 18
5.2.3 Multi-Core Processors 18
5.3 Baseband Processor 20
5.3.1 Intel (Compact Multimode LTE/2G/3G platform – XMM 7060) 21
5.3.2 Icera (Espresso 450 Baseband +RF) 21
5.4 Memory 21
5.5 Camera 22
5.5.1 Image Sensor 22
5.6 Power Management 23
5.6.1 Power Management Integrated Circuits 23
5.7 Touch Screen 23
5.7.1 Touch Screen Technology 24
5.7.2 Industry Leading Capacitive Touch Screen Solutions 25
5.8 Connectivity ICs 27
5.8.1 Bluetooth 27
5.8.2 Wi-Fi 28
5.8.3 Global Positioning System 28
5.8.4 Near Field Communication 28
5.8.5 Combo Chips 30
5.9 User Interface/Sensors 30
5.9.1 Accelerometers 31
5.9.2 Gyroscopes 31
5.9.3 Compass 32

6 Global Smartphone IC Market, Market Dynamics
6.1 Key Market Drivers 33
6.1.1 Rising Demand for Smartphones will Improve Sales for Chip Makers 33
6.1.2 Rise in Smartphone Shipments will Drive the High-End OLED Display Market 34
6.1.3 Deployment of New Standards Such as LTE (Long Term Evolution) Network will Directly Impact the Semiconductor Content in Smartphones 35
6.1.4 Support for Commercial Near Field Communication Services will Increase the Sales of NFC ICs 35
6.1.5 Mobile Apps Driving Smartphone IC Market 37
6.2 Key Market Restraints 39
6.2.1 Shortage in Supply of Display and Camera Components 39
6.2.2 Mobile Virtualization Technology will Reduce the Chip Count and the Overall Cost of Materials for Smartphones 39
6.3 Key Industry Challenges 39
6.3.1 Fitting More Functions Onto Smaller Spaces 39
6.3.2 Addressing the Design Complexities of Combo Chips 40

7 Global Smartphone IC Market – Analysis and Forecasts
7.1 Global Smartphone IC Market Revenue and Forecasts, 2005-2020 41
7.2 Global Smartphone Vendor Analysis 42

8 Global Smartphone Market Analysis and Forecasts Based on Region, 2005-2020
8.1 Smartphone Market, Asia-Pacific, Analysis and Forecast, 2005-2020 45
8.2 Smartphone Market, Japan, Analysis and Forecast, 2005-2020 47
8.3 Smartphone Market, North America, Analysis and Forecast, 2005-2020 49
8.4 Smartphone Market, Latin America, Analysis and Forecast, 2005-2020 52
8.5 Smartphone Market, Europe, Analysis and Forecast, 2005-2020 54
8.6 Smartphone Market, Middle East and Africa, Analysis and Forecast, 2005-2020 56

9 Global Smartphone IC Market Analysis and Forecasts on the Basis of Component Type, 2005-2020
9.1 Global Processor Component Market Sizing and Forecasts, 2005-2020 59
9.1.1 Global Application Processor Market Sizing and Forecasts 59
9.1.2 Global Baseband Processor Market Sizing and Forecasts, 2005-2020 61
9.2 Global Memory Component Market Sizing and Forecasts, 2005-2020 63
9.3 Global Camera Component Market Sizing and Forecasts, 2005-2020 65
9.4 Global Power Management Component Market Sizing and Forecasts, 2005-2020 67
9.5 Global Touch Screen Component Market Sizing and Forecasts, 2005-2020 69
9.6 Global Connectivity ICs Market Sizing and Forecasts, 2005-2020 71
9.6.1 Wi-Fi 72
9.6.2 GPS 72
9.7 Global User Interface/Sensor Component Market Sizing and Forecasts, 2005-2020 73
9.7.1 Global Accelerometer Market Sizing and Forecast, 2005-2020 75
9.7.2 Global Gyroscope Market Sizing and Forecast, 2005-2020 79
9.7.3 Global Smartphone Compass Market Sizing and Forecast, 2005-2020 83
9.8 Global Smartphone RF/PA Market Sizing and Estimates 86

10 Global Smartphone IC Market, Competitive Analysis, 2010
10.1 Application Processors, Competitive Analysis 89
10.2 Baseband Processor, Competitive Analysis 90
10.3 Memory, Competitive Analysis 91
10.4 Camera, Competitive Analysis 91
10.5 Power Management, Competitive Analysis 91
10.6 Touch Screen, Competitive Analysis 92
10.7 Connectivity ICs, Competitive Analysis 92
10.7.1 Wi-Fi, Competitive Analysis 92
10.7.2 GPS, Competitive Analysis 93
10.7.3 NFC, Competitive Analysis 93
10.8 User Interface/Sensors, Competitive Analysis 93
10.8.1 Accelerometers, Competitive Analysis 93
10.8.2 Gyroscopes, Competitive Analysis 93
10.8.3 Compasses, Competitive Analysis 93

11 Global Smartphone IC Market, Key Players
11.1 Broadcom Corporation 95
11.1.1 Overview 95
11.1.2 Major Products for the Smartphone Market 95
11.1.3 Recent Developments and Operational Atmosphere 95
11.2 Intel 96
11.2.1 Overview 96
11.2.2 Major Products for the Smartphone Market 96
11.2.3 Recent Developments and Operational Atmosphere 96
11.3 Qualcomm 97
11.3.1 Overview 97
11.3.2 Major Products for the Smartphone Market 98
11.3.3 Recent Developments and Operational Atmosphere 98
11.4 ST Microelectronics 99
11.4.1 Overview 99
11.4.2 Major Products for the Smartphone Market 100
11.4.3 Recent Developments and Operational Atmosphere 100
11.5 Samsung Semiconductor 102
11.5.1 Overview 102
11.5.2 Major Products for the Smartphone Market 102
11.5.3 Recent Developments and Operational Atmosphere 103
11.6 Texas Instruments 103
11.6.1 Overview 103
11.6.2 Major Products for the Smartphone Market 104
11.6.3 Recent Developments and Operational Atmosphere 104

12 Appendix
12.1 About GBI Research 106
12.2 Market Definition 106
12.2.1 Smartphone 106
12.2.2 Product Types covered 106
12.2.3 Geographies covered 106
12.3 Glossary of Terms 107
12.4 Methodology 107
12.4.1 Coverage 107
12.4.2 Secondary Research 108
12.4.3 Primary Research 108
12.4.4 Expert Panel Validation 109
12.5 Contact Us 109
12.6 Disclaimer 109

LIST OF FIGURES

Figure 1: Top US Smartphones, Integrated vs. Discrete Processors 15
Figure 2: Smartphone IC Market, Touch Screen Technology, Market Share by Revenue, 2010 25
Figure 3: Smartphone IC Market, Touch-Screen Market Breakdown by Geography, %, 2010 26
Figure 4: Smartphone IC Market, Connectivity Technologies 27
Figure 5: Smartphone IC Market, NFC Applications 29
Figure 6: Smartphone IC Market, NFC Smartphones Market Share by Region, 2015 30
Figure 7: Smartphone Market, Unit Shipments by Vendors (million), 2009-2010 33
Figure 8: Smartphone IC Market, NFC Based Smartphone Volumes, Million Units, 2010-2020 36
Figure 9: iPhone Applications, Global Sales Revenue ($bn) and Shipments (billion), 2009–2020 37
Figure 10: Smartphone IC Market, Global, Revenue ($bn), 2005-2020 41
Figure 11: Smartphones Market, Global, Vendor Market Share, %, 2010 43
Figure 12: Smartphone Device Market, Global, Share by Operating System (%), 2010 44
Figure 13: Smartphone Market, Asia-Pacific, Smartphone Sales Volume, Millions, 2005-2020 45
Figure 14: Smartphone Market, Japan, Smartphone Sales Volume, Millions, 2005-2020 47
Figure 15: Smartphone Market, US Smartphone Market Share by OS, %, 2010 49
Figure 16: Smartphone Market, North America, Smartphone Sales Volume, Millions, 2005-2020 50
Figure 17: Smartphone Market, Latin America, Smartphone Sales Volume, Millions, 2005-2020 52
Figure 18: Smartphone Market, Europe Smartphone Market Share by OS, %, 2010 54
Figure 19: Smartphone Market, Europe, Smartphone Sales Volume, Millions, 2005-2020 55
Figure 20: Smartphone Market, Middle East and Africa, Smartphone Sales Volume, Millions, 2005-2020 57
Figure 21: Smartphone IC Market, Application Processors, Global, Revenue ($bn), 2005-2020 59
Figure 22: Smartphone IC Market, Baseband Processors, Global, Revenue ($bn), 2005-2020 61
Figure 23: Smartphone IC Market, Memory IC, Global, Revenue ($bn), 2005-2020 63
Figure 24: Smartphone IC Market, Cameras, Global, Revenue ($bn), 2005-2020 65
Figure 25: Smartphone IC Market, PMIC, Global, Revenue ($bn), 2005-2020 67
Figure 26: Smartphone IC Market, Touch Screen Module, Global, Revenue ($bn), 2005-2020 69
Figure 27: Smartphone IC Market, Connectivity IC, Global, Revenue ($bn), 2005-2020 71
Figure 28: Smartphone IC Market, Global, Sensors, Revenue ($bn), 2005-2020 73
Figure 29: Smartphone IC Market, Global, Accelerometers, Revenue ($m), 2005-2020 75
Figure 30: Smartphone IC Market, Global, Accelerometers, Volume, Million Units, 2005-2020 77
Figure 31: Smartphone IC Market, Global, Gyroscopes, Revenue ($m), 2005-2020 79
Figure 32: Smartphone IC Market, Global, Gyroscopes, Volume, Million Units, 2005-2020 81
Figure 33: Smartphone IC Market, Global, Compasses, Revenue ($m), 2005-2020 83
Figure 34: Smartphone IC Market, Global, Compasses, Volume, Million Units, 2005-2020 85
Figure 35: Smartphone IC Market, Global, RF/PA, Revenue, ($bn), 2005-2020 87
Figure 36: Smartphone IC Market, Application Processors, Market Share by Revenue, %, 2010 89
Figure 37: Smartphone IC Market, Application Processors, Market Share by Volume (%), 2010 90
Figure 38: Smartphone IC Market, Baseband Processors, Market Share by Revenue, %, 2010 91
Figure 39: Smartphone IC Market, PMIC, Market Share by Volume (%), 2010 92

LIST OF TABLES

Table 1: Smartphone Market, Unit Shipments by Vendor (million), 2009-2010 34
Table 2: Smartphone IC Market, NFC Based Smartphone Volumes, Million Units, 2010-2020 36
Table 3: iPhone Applications, Global, Sales Revenue ($bn) and Shipments (billion), 2009–2020 38
Table 4: Smartphone IC Market, Global, Revenue, ($bn), 2005-2020 42
Table 5: Smartphones Market, Global, Vendor Market Share (%), 2009-2010 43
Table 6: Smartphone Market, Asia-Pacific, Smartphone Sales Volume, Millions, 2005-2020 46
Table 7: Smartphone Market, Japan, Smartphone Sales Volume, Millions, 2005-2020 48
Table 8: Smartphone Market, North America, Smartphone Sales Volume, Millions, 2005-2020 51
Table 9: Smartphone Market, Latin America, Smartphone Sales Volume, Millions, 2005-2020 53
Table 10: Smartphone Market, Europe, Smartphone Sales Volume, Millions, 2005-2020 56
Table 11: Smartphone Market, Middle East and Africa, Smartphone Sales Volume, Millions, 2005-2020 58
Table 12: Smartphone IC Market, Application Processors, Global, Revenue ($bn), 2005-2020 60
Table 13: Smartphone IC Market, Baseband Processors, Global, Revenue ($bn), 2005-2020 62
Table 14: Smartphone IC Market, Memory IC, Global, Revenue ($bn), 2005-2020 64
Table 15: Smartphone IC Market, Cameras, Global, Revenue ($bn), 2005-2020 66
Table 16: Smartphone IC Market, PMIC, Global, Revenue ($bn), 2005-2020 68
Table 17: Smartphone IC Market, Touch Screen Module, Global, Revenue ($bn), 2005-2020 70
Table 18: Smartphone IC Market, Connectivity IC, Global, Revenue ($bn), 2005-2020 72
Table 19: Smartphone IC Market, Global, Sensors, Revenue ($bn), 2005-2020 74
Table 20: Smartphone IC Market, Global, Accelerometers, Revenue ($m), 2005-2020 76
Table 21: Smartphone IC Market, Global, Accelerometers, Volume, Million Units, 2005-2020 78
Table 22: Smartphone IC Market, Global, Gyroscopes, Revenue ($m), 2005-2020 80
Table 23: Smartphone IC Market, Global, Gyroscopes, Volume, Million Units, 2005-2020 82
Table 24: Smartphone IC Market, Global, Compasses, Revenue ($m), 2005-2020 84
Table 25: Smartphone IC Market, Global, Compasses, Volume, Million Units, 2005-2020 86
Table 26: Smartphone IC Market, Global, RF/PA, Revenue, ($bn), 2005-2020 88
Table 27: Broadcom, Product Portfolio for Mobile Handsets 95
Table 28: Intel, Product Portfolio for Mobile Handsets 96
Table 29: Qualcomm, Product Portfolio for Mobile Handsets 98
Table 30: ST-Ericsson, Product Portfolio for Mobile Handsets 100
Table 31: Samsung, Product Portfolio for Mobile Handsets 102
Table 32: Texas Instruments, Product Portfolio for Mobile Handsets 104
Table 33: Abbreviations 107