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Monday, January 7, 2013

Smartphone chip revenue jumps as Qualcomm maintains its lead

A recent research report from Strategy Analytics shows that the smartphone applications processor market grew by 58% year-on-year in the third quarter of 2012, reaching $3.8 billion. App processors are the main chip in a smartphone.

Qualcomm was estimated to have a 42% revenue share of the smartphone applications processor market in Q3 2012, followed by Samsung with 27% (helped by shipments of Apple and Samsung handsets) and MediaTek (12%) in third place.

Broadcom was fourth and ST-Ericsson moved up into fifth place, helped by the appearance of its dual-core NovaThor processors in Sony and Samsung devices. Texas Instruments was pushed out of the top five listing for the first time.

Intel, which has proved popular with PC and laptop manufacturers, had just 0.2% revenue share in the smartphone applications processor market.

Sravan Kundojjala, Senior Analyst at Strategy Analytics, said “Qualcomm’s 28 nm-based LTE Snapdragon processors have helped Qualcomm to widen its technology lead over competitors. However, Qualcomm faced increased competition in the crucial Android ecosystem from integrated processor vendors including Broadcom, MediaTek, Spreadtrum and ST-Ericsson in Q3 2012. Strategy Analytics estimates that Qualcomm’s share in the Android ecosystem dropped from over 60 percent in early 2011 to about 35 percent in Q3 2012. Strategy Analytics believes that Qualcomm still has plenty of room for growth in future quarters despite increasing competition as less than 50 percent of Qualcomm's chipsets are smartphone applications processors.”

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Opinion Articles

MEF predictions: ten key mobile trends for 2014

MEF, the global trade association for companies engaged in mobile content and commerce, has revealed its mobile industry predictions for the next 12 months.

Its forecast combines insights from the group’s Global Board of Directors with research from the recent Global Mobile Consumer Survey.

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Top five mobile tech predictions for 2014 from Jasper Wireless

Macario Namie writes:

As the connected car phenomenon gains pace, 2014 will see global automotive firms embracing LTE. Machina Research predicts 90% of cars sold in 2020 will have some form of embedded connectivity – that connectivity roll-out continues strong in 2014 and LTE is pivotal to its long-term success.

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Last week at The Fonecast: 16th December 2013

A Happy Tranquil Christmas for HTC?

Mark Bridge writes:

HTC experienced a bit of Christmas cheer last week when the threat of a sales injunction against the HTC One mini smartphone and a number of other devices was lifted. Nokia had previously won a patent-related court case against HTC but it seems that a sales ban was deemed too harsh a penalty.

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Deutsche Telekom M2M predictions for 2014

Jürgen Hase writes:

Machine-to-machine communication (M2M) and the Internet of Things (IoT) run through all areas of life and work. Cars, cargo containers, parking spaces or even wristwatches and coffee cups – everything around us is on the verge of being connected.

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Last week at The Fonecast: 2nd December 2013

It's oh so quiet...

Mark Bridge writes:

It was a relatively quiet time for tech news last week, with many companies taking a day off to celebrate Thanksgiving in the USA and then planning for a present-buying retail frenzy on ‘Black Friday’. Today the focus on Christmas shopping moves online; a day that’s called either ‘Cyber Monday’ or ‘Mega Monday’ if you work for a news organisation.

Yet it wasn’t an entirely newsless week.

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A month of mobile: O2 counts on 3, Microsoft counts to 10 and Apple counts its profits

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We're back with a month of mobile industry news, including takeover talks and takeover rumours. O2 and Three are said to be discussing a merger... but is there any truth in the suggestions that BlackBerry could be up for grabs?

We also discuss Apple's record-breaking quarterly figures, the highlights of CES and the launch of Microsoft Windows 10, as well as saying farewell to the current version of Google Glass.

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