This study includes market forecast data and analysis on a worldwide basis for the mobile phone semiconductor market for 2005 through 2010. This document provides segmentation by various air interface standards in 2G, 2.5G, 3G, and 3.5G technologies; by major semiconductor device type; and by geographic region. It also provides comprehensive data on semiconductor BOM costs by air interface standard and component subsystem. Further detail is provided by component for each air interface. Key forecast assumptions are identified, and their potential impact on the mobile phone semiconductor market is discussed. A comparison of the current forecast to the prior forecast is also noted.

• In This Study
  • Scope
  • Methodology
• Situation Overview
  • Emerging Connectivity and Multimedia Are Driving Growth
    • Multimedia
    • Connectivity
• Future Outlook
  • Forecast and Assumptions
    • 2.5G Still the Sweet Spot in Size, But 3G Growth Is Gaining Traction
    • Figure: Worldwide Mobile Phone Semiconductor Revenue by Air Interface Standard, 2005-2010
    • Table: Worldwide Mobile Phone Semiconductor Revenue by Air Interface Standard, 2005-2010 ($B)
    • Asia/Pacific and ROW Will Drive Mobile Phone Semiconductor Growth
    • Figure: Worldwide Mobile Phone Semiconductor Revenue Share by Region, 2005 and 2010
    • Table: Worldwide Mobile Phone Semiconductor Revenue by Region, 2005-2010 ($B)
    • Connectivity- and Multimedia-Related Semiconductor Content Will Drive Growth
    • Mobile Phone Semiconductor Bill of Materials Costs Continue Down Cost Curve
    • Figure: Worldwide Mobile Phone Semiconductor Revenue Share by Semiconductor Device, 2005-2010
    • Table: Worldwide Mobile Phone Semiconductor Revenue by Device, 2005-2010 ($M)
    • Figure: Worldwide Weighted Average Semiconductor Bill of Materials Cost by Air Interface Generation, 2005-2010
    • Table: Worldwide Weighted Average Semiconductor Bill of Materials Cost by Air Interface Standard, 2005-2010 ($)
    • Memory Types and Content Continue to Evolve in Mobile Phones
    • Figure: Worldwide Mobile Phone Memory Share by Memory Type, 2005-2010
    • Emerging Connectivity Modes Will Provide Future Growth of Mobile Phones
    • Figure: Worldwide Mobile Phone Semiconductor Revenue Derived from Connectivity Technology, 2005-2010
    • Forecast Assumptions
    • Table: Key Forecast Assumptions for the Worldwide Mobile Phone Semiconductor Market, 2006-2010
  • Market Context
  • Figure: Worldwide Mobile Phone Semiconductor Revenue 2004-2010: Comparison of April 2005 and October 2006 Forecasts
  • Table: Worldwide Mobile Phone Semiconductor Revenue 2004-2010: Comparison of April 2005 and September 2006 Forecasts ($B)
• Essential Guidance
  • Baseband Chipset and Platform Vendors
  • Applications Processor and Multimedia Coprocessor Vendors
  • Radio Vendors
  • Mobile Memory Vendors
• Learn More
  • Related Research
  • Appendix: Detailed Bill of Materials Costs
  • Table: Worldwide Average 3.5G Mobile Phone Semiconductor Bill of Materials Cost by Detailed Subsystem, 2005-2010 ($)
  • Table: Worldwide Average 3G Mobile Phone Semiconductor Bill of Materials Cost by Detailed Subsystem, 2005-2010 ($)
  • Table: Worldwide Average 2.5G Mobile Phone Semiconductor Bill of Materials Cost by Detailed Subsystem, 2005-2010 ($)
  • Table: Worldwide Average 2G Mobile Phone Semiconductor Bill of Materials Cost by Detailed Subsystem, 2005-2010 ($)
  • Table: Worldwide Average Mobile Phone Semiconductor Bill of Materials Cost by Detailed Subsystem, 2005-2010 ($)
  • Definitions
    • Subsystems
    • Semiconductor Products
    • Systems
    • Cellular Air Interface Standards
    • Table: Worldwide Cellular Air Interface Standards
  • Synopsis