Telecom Lead India: Revenue
from chipsets designed for mobile devices has gone up by more than 20 percent
to $35 billion in 2011.
The total semiconductor market grew 2 percent last year.
Chip majors including Qualcomm, ST-Ericsson, MediaTek,
Intel, Texas Instruments, Broadcom, Marvell, and Renesas Mobile have positioned
as platform solution suppliers.
Some segments of the semiconductor market are booming and
vendors concentrating on the mobile device sector have delivered very healthy
growth in 2011,” said Peter Cooney, practice director, semiconductors, ABI
ABI Research said mobile devices such as smartphones, media
tablets, and e-book readers are driving growth for a range of semiconductor
components including modems, applications processors, wireless connectivity
ICs, MEMS sensors, and audio ICs.
Platform ICs including modems, applications processors, RF
components, and PMUs account for the bulk of overall revenues, but are becoming
an increasingly competitive section of the market.
Top 10 suppliers now account for more than 75 percent of
total revenues and their dominance will continue to build as niche suppliers
are acquired or muscled out of the market.
ABI Research said growth and opportunities will be more
prevalent within wireless connectivity ICs (Bluetooth, Wi-Fi, GPS, NFC, etc.)
as well as MEMS sensors and audio. Growth across the three segments will top a
30 percent CAGR from 2011 to 2016.