Wednesday, August 8, 2012

Mobile Processors 55% revenue gain in 2012 1stq

Probably the fastest growing technology sector today is the processors built into smartphones and phones in general. Recently released analysis show that despite doing very well in China, Marvell has dropped out of the top five manufacturers as RIM has fallen. See below.



The global smartphone applications processor market showed a solid 55% on-year growth in the first quarter of 2012, reaching US$2.47 billion, according to Strategy Analytics. The smartphone applications processor supply chain continues to show significant dynamism, reflecting ongoing changes in the smartphone manufacturing landscape, said the research firm.

Qualcomm continued its dominance and led the smartphone applications processor market in both unit and revenue terms in the first quarter, Strategy Analytics indicated. The vendor grabbed a 44% share of total revenues in the quarter.

Marvell's strong TD-SCDMA smartphone applications processor shipments at China Mobile were not sufficient to offset its declining shipments at Research in Motion (RIM). As a result, Marvell dropped out of the top-five in the first quarter.

Broadcom continues to execute its smartphone processor strategy well and ranked number four in the first quarter, helped by its high-volume Android smartphone design-wins at Samsung Electronics.

MediaTek, for the first time, featured in the list of top-five smartphone applications processor vendors on the strength of its strong momentum in the sub-US$200 smartphone segment in China and other growth markets.

Meanwhile, ST-Ericsson rebounded strongly as the company's smartphone applications processor revenues registered over 600% sequential growth in the first quarter, thanks to its Nova and NovaThor-branded chips.

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