Semiconductor Share & Handset OEMs Report - 2014

August 13, 2014  | Subscribers Only

Wayne Lam Wayne Lam Principal Analyst, Mobile Devices & Networks
Need more Information?

In 2013, innovation and design experimentation were key themes in the mobile handset market. However as LTE begins to mature as a technology and overall consumer appetite shifts away from high-end flagship smartphones and toward more affordable products, the pace of experimentation and innovation began to slow. As 2013 progressed the handset core IC supplier base began contracting further. Suppliers with solutions faring below expectations began to consider or execute their exit strategies. Conversely, suppliers positioned well to compete on price generally gained market share. In some cases companies gaining market share became targets for acquisition alongside the burgeoning market for entry level smartphones, especially in developing markets.

This report is intended to provide insight into the relationships between major mobile handset brands and the semiconductor suppliers from which they purchase. Areas covered include original equipment manufacturer (OEM) and supplier air interface characteristics, supplier market share among top handset OEMs, supplier and OEM relationship developments over the past year, trends in handset semiconductor content, and near term market outlook. The accompanying database includes revenue market share of top suppliers among the leading handset OEMs.

  • Executive Summary
  • Leading mobile handset IC vendors in 2013
  • Merger and acquisition activity
  • Leading handset OEMs in 2013
  • Application processors
  • Application processor OEM relationships
  • WLAN ICs
  • WLAN ICs suppliers
  • Handset OEM WLAN IC relationships
  • OEM implementation by Air Interface
  • MOD+AP suppliers
  • MOD+AP OEM relationships
  • Standalone baseband (thin modems)
  • Standalone baseband OEM relationships (thin modems)
  • Power management (PMIC) and analog baseband suppliers
  • Power management (PMIC) and analog baseband OEM relationships
  • RF transceivers
  • OEM RF transceiver relationships
  • Power amplifiers
  • Power amplifier suppliers
  • Power amplifier OEM relationships
  • Looking forward

Wayne Lam

Principal Analyst, Mobile Devices & Networks

Wayne Lam is principal analyst within the wireless communications team and is responsible for research related to the market tracking, forecast and supply chain analysis of mobilized devices.

Share facebook Twitter Google Plus Linked In Add This Contact Us