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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

Everything Everywhere, Orange and T-Mobile: how much longer for three brands?

Mark Bridge writes:

This story starts with Mercury One2One and Orange. They were acquired by Deutsche Telekom (which changed One2One’s name to T-Mobile) and France Telecom. Next, Everything Everywhere was created to run the T-Mobile and Orange brands in the UK.

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Multiplayer Computer Games are Big Business for Small Devices

Greg Flakus of voanews.com writes:

Millions of people are addicted to playing games on mobile devices, with rivals and teammates spread around the world. A company in Austin, Texas has developed such a game, known as a mobile multiplayer online game, for the Apple iPhone and iPad, basing it on a pen-and-paper game that was popular in the 1970s called Traveller.

Author: The Fonecast
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Last week at The Fonecast: 30th April 2012

Mark Bridge writes:

Last week mobile phones and health were back in the headlines together, rather like love & marriage or salt and vinegar. The news is pretty much as we’ve heard before; this time it’s the UK Health Protection Agency’s independent Advisory Group on Non-Ionising Radiation telling us there’s no convincing evidence that mobile phone technologies cause adverse effects on human health – but longer-term research is still needed.

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Big headlines for Three UK... but no big changes

Mark Bridge writes:

The headlines sound pretty dramatic. “Three exits business market”. “Three parts company with Phones 4u”. It sounds like the 3G network operator is cutting back and reorganising. But let's look a little closer.

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Last week at The Fonecast: 23rd April 2012

Mark Bridge writes:

We’ve had a few sets of quarterly results in the past week. Let me summarise as best I can.

Qualcomm: doing very well, thank you.
Microsoft: pretty decent, although no-one’s talking much about phones.
Intel: not as good as before, although better than expected.
Nokia: sorry, we’ve lost a billion Euro. Well, we did warn you...

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Recent Podcasts

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Later in the programme, the team anticipates some of the topics that will be hitting the headlines during 2016.

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Interview with Chris Millington of Doro about mobile retailing, wearables and technology for older consumers

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They discuss the state of mobile retailing in the UK, the future of wearable devices and - as you might expect - smartphones for seniors.

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

Podcast - 30th January 2015

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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