This study includes market forecast data and analysis on a worldwide basis for the mobile phone semiconductor market for 2011 through 2015. This document provides segmentation by various air interface standards in 2G, 2.5G, 3G, 3.5G, and 4G technologies; by major semiconductor device type; and by geographic region. It also provides comprehensive data on semiconductor BOM costs by air interface standard and component subsystem. Further detail is provided by component for each air interface. Key forecast assumptions are identified, and their potential impact on the mobile phone semiconductor market is discussed. A comparison of the current forecast to the prior forecast is also noted.

Worldwide mobile phone semiconductor revenue is expected to grow by 10.5% this year to $57.31 billion as the industry completes its recovery from the prolonged global economic slowdown of the past several years. Analysts expect consumers to increasingly migrate to smartphones through upcoming replacement cycles as smartphones offer superior functionality with only marginal price premiums. This trend will drive significant smartphone-related semiconductor growth through the forecast horizon.

Regions Covered:
Worldwide

Categories Covered:
Communications, Broadband and Optical, Consumer, Consumer Devices, Consumer Services, Consumer Wireless and Mobile, Hardware, Consumer Devices, Consumer Services, Wireless and Mobile Devices

Subscriptions Covered:
Semiconductors: Wireless and Wired Communications

TABLE OF CONTENTS

1. List of Attachments
   
   
2. IDC Opinion
   
   
3. In This Study
   Methodology
   
   
4. Situation Overview
   
   
5. Future Outlook

Forecast and Assumptions

LTE Handsets Starting to Emerge; 3.5G Holding Strong

Table: Worldwide Mobile Phone Semiconductor Revenue by Air Interface Standard, 2010–2015 ($B)

Figure: Worldwide Mobile Phone Semiconductor Revenue by Air Interface Standard, 2010–2015

Asia/Pacific and Rest of World Will Continue to Drive Mobile Phone Semiconductor Growth

Table: Worldwide Mobile Phone Semiconductor Revenue by Region, 2010–2015 ($B)

Figure: Worldwide Mobile Phone Semiconductor Revenue Share by Region, 2010 and 2015

Connectivity and Multimedia Continue to Be Major Drivers for Growth

Table: Worldwide Mobile Phone Semiconductor Revenue by Device, 2010–2015 ($M)

Mobile Phone Semiconductor BOM Cost Pressures Continue

Table: Worldwide Weighted Average Mobile Phone Semiconductor BOM Cost by Air Interface Standard, 2010–2015 ($)

Figure: Worldwide Weighted Average Mobile Phone Semiconductor BOM Cost by Air Interface Standard, 2010–2015

Memory Content Continues to Grow

Figure: Worldwide Mobile Phone Memory Revenue Share by Memory Type, 2010–2015

Connectivity Adoption Increases

Figure: Worldwide Mobile Phone Semiconductor Revenue by Selected Connectivity Type, 2010–2015

Forecast Assumptions

Table: Top 3 Assumptions for the Worldwide Mobile Phone Semiconductor Market, 2011–2015

Table: Key Forecast Assumptions for the Worldwide Mobile Phone Semiconductor Market, 2011–2015

Market Context

Table: Worldwide Mobile Phone Semiconductor Revenue, 2005–2015: Comparison of December 2010 and May 2011 Forecasts ($B)

Figure: Worldwide Mobile Phone Semiconductor Revenue, 2005–2015: Comparison of December 2010 and May 2011 Forecasts

6. Essential Guidance
   
   
7. Learn More

Related Research

Appendix: Detailed Bill of Materials Costs

Table: Worldwide Average 4G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)

Table: Worldwide Average 3.5G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)

Table: Worldwide Average 3G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)

Table: Worldwide Average 2.5G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)

Table: Worldwide Average 2G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)

Table: Worldwide Weighted Average Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)

Definitions

Subsystems

Semiconductor Components

Systems

Cellular Air Interface Standards

Table: Worldwide Cellular Air Interface Standards

Methodology

Historical Market Values and Exchange Rates

Table: Exchange Rates, 2003–2010 (%)

Synopsis

LIST OF TABLES

Worldwide Mobile Phone Semiconductor Revenue by Air Interface Standard, 2010–2015 ($B)
 
Worldwide Mobile Phone Semiconductor Revenue by Region, 2010–2015 ($B)
 
Worldwide Mobile Phone Semiconductor Revenue by Device, 2010–2015 ($M)
 
Worldwide Weighted Average Mobile Phone Semiconductor BOM Cost by Air Interface Standard, 2010–2015 ($)
 
Top 3 Assumptions for the Worldwide Mobile Phone Semiconductor Market, 2011–2015

Key Forecast Assumptions for the Worldwide Mobile Phone Semiconductor Market, 2011–2015
 
Worldwide Mobile Phone Semiconductor Revenue, 2005–2015: Comparison of December 2010 and May 2011 Forecasts ($B)
 
Worldwide Average 4G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)
 
Worldwide Average 3.5G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)
 
Worldwide Average 3G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)
 
Worldwide Average 2.5G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)
 
Worldwide Average 2G Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)
 
Worldwide Weighted Average Mobile Phone Semiconductor BOM Cost by Detailed Subsystem, 2010–2015 ($)
 
Worldwide Cellular Air Interface Standards
 
Exchange Rates, 2003–2010 (%)

LIST OF FIGURES

Worldwide Mobile Phone Semiconductor Revenue by Air Interface Standard, 2010–2015
 
Worldwide Mobile Phone Semiconductor Revenue Share by Region, 2010 and 2015
 
Worldwide Weighted Average Mobile Phone Semiconductor BOM Cost by Air Interface Standard, 2010–2015
 
Worldwide Mobile Phone Memory Revenue Share by Memory Type, 2010–2015
 
Worldwide Mobile Phone Semiconductor Revenue by Selected Connectivity Type, 2010–2015
 
Worldwide Mobile Phone Semiconductor Revenue, 2005–2015: Comparison of December 2010 and May 2011 Forecasts