Worldwide Mobile Phone Semiconductor Forecast 2015-2019

Worldwide Mobile Phone Semiconductor Forecast 2015-2019

IDC, Date of Publication: Jun 15, 2015, 40 Pages
US$4,500.00
IDC-256341

Worldwide Mobile Phone Semiconductor Forecast

This study includes market forecast data and analysis on a worldwide basis for the mobile phone semiconductor market for 2014–2019. 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. Key forecast assumptions are identified, and their potential impact on the mobile phone semiconductor market is discussed. A comparison of the current forecast with the prior forecast is also noted.

Worldwide mobile phone semiconductor revenue grew by 11% in 2014 to reach $83.8 billion. By 2019, mobile phone semiconductor revenue will cross the $100 billion milestone. A number of factors are at play in the market including a move to in-house silicon by major smartphone OEMs, pricing pressure in the low-end segment of the market, an upgrade cycle to higher functionality and premium smartphones in the Chinese market, added functionality to the silicon BOM in the form of increased NAND and DRAM content, increasing attach rate of fingerprint and motion sensors, and sensor hubs and connectivity such as NFC and Bluetooth LE.

TABLE OF CONTENTS

In This Study

Methodology

Situation Overview

Future Outlook

Forecast and Assumptions

Table: Worldwide Mobile Phone Semiconductor Revenue by Device, 2014–2019 ($M)

Transition to LTE Is Well Under Way; LTE Mobile Phone Semiconductor Revenue Accounts for 64% of the Total Opportunity in 2015

Table: Worldwide Mobile Phone Semiconductor Revenue by Air Interface Standard, 2014–2019 ($B)

Smartphone Unit Growth at the High End and Ultra High End May Be Better Than Previously Anticipated Over the Forecast Period, Driven by Chinese Consumers Upgrading to High-End Phones

Apple and iOS Momentum — Apple in Focus

In-House Silicon Strategies Are Real — Samsung in Focus

Chinese Mobile OEMs Are Preparing for a Heightened Global Presence in 2015 and Beyond

Increased Competition in LTE Silicon in 2015; Disruptions to Existing Foundry Relationships Expected

RF Front Ends (Integrated Front Ends and FBAR) Will Be One of the Highest Growth Segments of the Mobile Phone Semiconductor Market

Increasing Embedded NAND Content in Mobile Phones Through the Forecast Horizon

Increasing Embedded DRAM Content in Mobile Phones Through the Forecast Horizon

China Remains the Largest Market for Mobile Phone Semiconductors Over the Forecast Period

Table: Worldwide Mobile Phone Semiconductor Revenue Share by Region, 2014–2019 (%)

Slower-Than-Expected 4G Rollouts in India; Smartphone Penetration Is Still Low

BOM Cost Pressure Is Mitigated by the Higher Mix of LTE Handsets Over the Forecast Horizon

Table: Worldwide Weighted Average Mobile Phone Semiconductor BOM Cost by Air Interface Standard, 2014–2019 ($)

Assumptions

Table: Top 3 Assumptions for the Worldwide Mobile Phone Semiconductor Market, 2015–2019

Table: Key Forecast Assumptions for the Worldwide Mobile Phone Semiconductor Market, 2015–2019

Market Context

Table: Worldwide Mobile Phone Semiconductor Revenue, 2010–2019: Comparison of May 2014 and June 2015 Forecasts ($B)

Figure: Worldwide Mobile Phone Semiconductor Revenue, 2010–2019: Comparison of May 2014 and June 2015 Forecasts

    1. Essential Guidance

For the Low-End Smartphone Segment

For the Midrange and High-End Smartphone Segments

For the RF Front-End Market

For the Connectivity Market

In-House Silicon Strategies Could Drive Further Consolidation; Touch Controller/LCD Driver and Sensor Spaces Could See Further Consolidation

Learn More

Related Research

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, 2006–2014 (%)

Synopsis



Date of Publication:
Jun 15, 2015
File Format:
PDF via E-mail
Number of Pages:
40 Pages
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