Mobile Handset Dynamics

This report examines baseband, applications and storage components and the part they play in the trends that are driving the cellular electronic components market. It also describes the relationship between chipset suppliers and
handset providers, and provides insights into future market trends and applications.
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1. Mobile handset market and components
1.1. Global handset volume, a rising market… 8
1.2. … but a declining average selling price 9
1.2.1. Mobile handset segmentation 10
1.2.2. A booming 3G handset market 11
1.2.3. Market development: Growth over the next 5 years 12
1.2.4. Global handset market share 12
2. Building Blocks Technologies13
2.1. Mobile Phone Architecture: evolution through integration 13
2.2. Baseband and application processors 14
2.3. Storage component 16
2.3.1. Flash memory structure 18
2.3.2. Properties of actual Flash memories 19
3. Mobile components market 21
3.1. Global handset baseband chipset market 21
3.1.1. Baseband chipset market, in volume 21
3.1.2. Global baseband handset chipset market, in value 22
Baseband chipset market, by vendor 22
3.2. Global handset application chipset market 23
3.2.1. Application chipset market, in volume 23
3.2.2. Application chipset market, in value 24
3.2.3. Application chipset market, by vendor 25
3.3. Mobile storage market overview 25
3.3.1. NOR and NAND Flash market 26
3.3.2. Summary of storage needs 28
4. Handsets components market drivers29
4.1. Development of mobile multimedia 29
4.2. Growing trend of wireless connectivity34
4.2.1. Implications of device convergence 38
4.2.2. Chief impact on the handset components industry: mobile architecture evolution 39
4.3. Towards a bipolarization of the handset market 40
4.4. Towards next generation components 42
4.4.1. Impact of Moore’s Law 42
4.4.2. Components evolution 43
4.5. Storage Technology Evolution 47
4.5.1. Storage Density Evolution 47
4.5.2. Flash Technology 48
4.5.3. Next Generation Storage Technologies 48
4.5.4. Comparison of technologies 51
4.5.5. Storage Technology Forecast 51
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Table 1: Worldwide handset market share by segment 10
Table 2: 3G(1) handset sales forecasts 11
Table 3: Handset vendors’ share of the global market 12
Table 4: Charge Trap Flash and Floating Gate: functional comparison 19
Table 5: Performance summary of Flash memories 20
Table 6: Global mobile storage market overview 25
Table 7: Handset mobile storage market overview 26
Table 8: Storage features overview per handset segment 28
Table 9: Worldwide camera phone sales, by region 29
Table 10: Evolution of storage needs, according to mobile usage 32
Table 12: Some of the major players in the ultra low-cost handset market 41
Table 13: Overview of main component technology and manufacturing process evolution. 44
Table 14: Comparison of major memory technologies 51
Table 15: Comparison of major memory technologies 52

Figure 1: Mobile Handset Market . 8
Figure 2 : Global change in ASP (USD) 9
Figure 3: Mobile handset segmentation 10
Figure 4: 3G(1) and 3.5 G handset sales forecasts 11
Figure 5: Global mobile handset sales forecasts, in volume 12
Figure 6: Block diagram of a typical 2G mobile phone 13
Figure 7: System diagram of the recent generation of mobile phones 13
Figure 8: Block Diagram of a current generation smartphone using discrete baseband IC with
discrete application processor 15
Figure 9: Block diagram of current generation digital cellular baseband IC 15
Figure 10: Basic principles of NOR and NAND Flash 17
Figure 11: Comparison of NOR and NAND Flash 18
Figure 12: Global mobile terminal baseband chipset market forecasts 21
Figure 13: Global market breakdown between CDMA and GSM technology 21
Figure 14: Baseband handset chipset market 22
Figure 15: Evolution of baseband market share between 2006 and 2007 23
Figure 16 : Wireless application processor market (in million units) 24
Figure 17: Handset application chipset market 24
Figure 18: Application chipset market share in 2006 25
Figure 19: NOR and NAND Flash market value (billion USD) 26
Figure 20: Percentage of mobile phones equipped with a card slot 28
Figure 21: TV, music and gaming application revenue up to 2011 30
Figure 22: From the web to the handset 31
Figure 23: Evolution of mobile usage and storage capacities 32
Figure 24: Change in solid state drive prices worldwide 33
Figure 25: Forecast average ASP breakdown and storage capacity per device 33
Figure 26: Wi-Fi chipset market 35
Figure 27 : Volume of Bluetooth-enabled handsets (in millions units) 36
Figure 28: GPS chipset market 37
Figure 29: Mobile handset functionality penetration trends 38
Figure 30: Applications and connectivity chipset forecasts 38
Figure 31: Handset architecture configuration 39
Figure 32: Handset architecture evolution 40
Figure 33: Global smartphone trends, by vendor 40
Figure 34: ULC1 and ULC2 platform evolution 42
Figure 35: Cost evolution 43
Figure 36: Stages in the transistor structure roadmap 44
Figure 37: System-On-Package Trend 45
Figure 38: System Integration Evolution compared to Moore's Law 46
Figure 39: Storage density evolution in handsets (2006-2011) 47
Figure 40: Bit-per-cell production 48
Figure 41: MRAM vs. STT-RAM 50
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