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LTEチップ市場の動向:LTEセルラー端末・タブレット・関連ICベンダーの市場分析

LTE Chip Market Trends: Market Analysis of LTE Cellular Handset & Tablet Vendors & LTE IC's

発行 Forward Concepts 商品コード 301386
出版日 ページ情報 英文 114 Pages; 20 Figures; 37 Tables
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LTEチップ市場の動向:LTEセルラー端末・タブレット・関連ICベンダーの市場分析 LTE Chip Market Trends: Market Analysis of LTE Cellular Handset & Tablet Vendors & LTE IC's
出版日: 2014年05月08日 ページ情報: 英文 114 Pages; 20 Figures; 37 Tables

当商品の販売は、2016年05月05日を持ちまして終了しました。

概要

2013年のLTE携帯端末市場では、スマートフォンが73%、タブレットが16%のシェアを記録しました。2014年には、タブレットおよびハイブリッドノートブックがスタンドアロン型LTEモデムの普及率を押し上げ、収益面では、統合型通信プロセッサーがリードすると予測されています。LTEベースバンドの総市場は、2012年の1億300万ユニットから、2013年には2億1,900万ユニットへと成長しました。さらに2014年には47%アップの3億8,800万ユニットに成長すると予測されています。

当レポートでは、LTE端末および関連ICの市場について調査分析し、モバイル市場全体の動向、LTE技術の動向、LTE周波数帯の状況、LTEモデム、各種アプリケーションプロセッサー、RFトランシーバー、パワーアンプなどの主要ICサプライヤーのプロファイルをまとめ、概略以下の構成でお届けいたします。

第1章 エグゼクティブサマリー

第2章 モバイル市場

  • 概要
  • スマートフォン
  • タブレット
  • モデムのホットスポットおよびスティック型USBモデム

第3章 LTE技術動向

  • 概要
    • LTE音声技術の移行
    • VoLTEオペレーターの動向
    • キャリアの統合と初期オペレーターの利用
    • 世界のLTE音声サポート
    • フルIMS VoLTEへの動き
    • LTEマルチキャストブロードバンド(eMBMS)
    • 免許不要帯域におけるLTE Advanced
    • LTE Direct
    • スモールセルネットワーク
    • LTE Advancedの特徴:概要
    • 車載LTE
    • 5G?

第4章 LTEの5ヵ年予測

  • 概要
    • LTE予測:地域別
    • TD-LTEの5カ年予測:帯域別
    • LTE & 3G/LTEベースバンドの5カ年予測
    • LTEトランシーバーの予測
    • 携帯用パワーアンプの5カ年予測

第5章 LTE周波数帯

  • 概要
  • TDD LTE周波数帯
  • LTE:世界のオペレーターの状況・展開帯域
  • LTE FDD周波数帯・チャネル帯域幅
  • LTE向けSDL周波数帯

第6章 LTE通信用プロセッサーのサプライヤープロファイル

  • 概要
  • LTEベースバンドサプライヤーの市場シェア
    • LTE Cat 4/3G 通信プロセッサーの市場シェアリーダー
  • LTE通信プロセッサーのプロファイル
    • Broadcom (MP5232 CA9/GSX543, LTE/DC-HSPAプロセッサー)
    • Broadcom (MP6530 DualA15/DualA7-SGX544 LTE-Cat4/3Gプロセッサー)
    • Broadcom (M320 2x Cortex CA9+HSPA+/LTE)
    • Leadcore Technology LC1810 (CortexA9+ Mali400 LTE/TD-SCDMAプロセッサー)
    • MediaTek MT6595 (4xA17+4xA7, PVR6200 GFPU, LTE)
    • Marvell (PXA1088L 1.2GHz 4x Cortex A7, GPU, R7 FD/TD HSPA+/ Cat 4 LTE)
    • Marvell (PXA1928 1.5GHz 64bit Quad A53/GC5000 5-mode LTE)
    • Nvidia (Tegra 4i 4x CA9-R4, HD1080P, HSPA+/TD-HSPA/ LTE)
    • Qualcomm (64bit S410 4x A53, LTE Cat 3)
    • Qualcomm (64bit MSM615/610 Octa/Quad A53 LTE Cat4)
    • Qualcomm (MSM8960T 1.7GHz 2x K200 1080P DC-HSPA+/SVDOプロセッサー)
    • Qualcomm (MSM8974 2.3GHz 4XK400, 2160P R9 HSPA+/TD-HSPA/1xEVDO)
    • Spreadtrum (SC9620 TD-SCDMA/TD-LTE)

第7章 LTE薄型モデムベースバンドサプライヤーのプロファイル

  • 概要
    • 薄型ベースバンドの市場シェアリーダー
  • サプライヤーのプロファイル
    • Altair Semiconductor Ltd.
    • Huawei-HiSilicon (LTE/3G Rel.9ベースバンドチップ)
    • Innofidei (LTE & LTE/TD-SCDMAモデム)
    • Intel Mobile Communications (FD-LTE RF・3G/LTEベースバンド)
    • GCT Semiconductor (GDM7240 LTE Cat3ベースバンド/トランシーバー)
    • Marvell (PXA1802 LTE/3G + TD-SCDMA薄型モデム)
    • MediaTek (MT6590 TD-LTE /TD-SCDMA/WCDMA/GSM/EDGE)
    • NVIDIA (Cat3/4 LTE・21 Mbps HSPA+プラットフォーム)
    • Qualcomm (MDM 9x25 LTE/ EVDOまたはMC-HSPA+モデム)
    • Qualcomm MDM9x35 20nm Cat 6 LTE/3G/2G薄型モデム
    • Samsung (CMC221 LTEベースバンドのみ)
    • Sequans Communications (LTEベースバンド/RFモデム)
    • Spreadtrum (LTE/TD-SCDMA/GSMベースバンドプラットフォーム)
    • Ericsson (M7400 LTE 4/3Gモデム - DBB, ABB, RF)

第8章 LTE RFトランシーバーチップのサプライヤー

  • 概要
    • Altair Semiconductor (1.9-2.7 GHz CMOSトランシーバー)
    • Broadcom (BCM2095 LTE Cat4 / HSPA+/ GSM/ EDGE)
    • GCT Semiconductor (R8 FDDマルチバンド +700 MHz)
    • Intel (XMM7160 LTE/3G R9 HSPAマルチバンドトランシーバー)
    • Intel (XMM7260 R10 LTE/3G R9 DCHSPA/TD-SCDMAトランシーバー)
    • Intel (XMM7260 LTE Cat 6-Advanced 30バンド)
    • NVIDIA (FDD LTE/HSPA+トランシーバー)
    • Qualcomm (LTE/3G/2G 6モード Cat 6トランシーバー)
    • Silicon Motion (FD LTE Cat3・LTE/CDMA Cat3トランシーバー)
    • Spreadtrum Communications (4G TD LTE/3G TD-SCDMA/WEDGE)
    • ST-Ericsson (LTE 4/HSPA+トランシーバー)

第9章 LTEパワーアンプサプライヤーのプロファイル

  • 概要
    • Anadigics
    • 三菱電機
    • Peregrine Semiconductor
    • Qualcomm
    • Skyworks
    • Nujira
    • Qualcomm
    • RFMD
    • TriQuint Semiconductor

図表

目次
Product Code: 1420

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This report provides a detailed market analysis of all significant LTE cellular handset & tablet vendors and ICs for LTE modems, associated application processors, RF transceivers and power amplifiers. Forecasts are provided (2012-2018) for both revenue and units for all covered products. Market shares for all vendors for each product type are included and 2014 market prospects for key vendors are discussed.


Our forecast model uses ongoing shifts in OEM share, technology (e.g., transition to integrated Wi-Fi) and product categories (e.g., tablet computers, after-market modems, MiFi hotspots) to forecast which chip suppliers will benefit and which will not.

Smartphones represented 73% of the LTE cellphone market in 2013 while LTE tablets reached 16%. The report asserts that tablets and hybrid notebooks will drive standalone LTE modem penetration rates in 2014 while integrated com-processors continue to lead in revenues. The total LTE baseband market grew from 103 million units in 2012 to 219 million in 2013. The report forecasts that it will grow by 47% to 338 million units this year.

In addition, the report provides 2013 quarterly unit shipments and YOY market shares in revenue for the top ten equipment suppliers and their preliminary 2014 positioning as suppliers of mobile smartphones, tablets, and 3G/4G modems/hotspots. The report also provides revenue and unit consumption by geographical region.

According to the report, Intel, the 2nd leading supplier of 3G thin modems in 2013, will likely become the 2nd leading supplier of LTE thin modems in 2014. Their focus will be on winning 3G/4G modem orders for notebooks and tablets. They will be challenged by Marvell's 3G/4G PXA802 TD- LTE modem, which also supports TD-HSPA+ and is already shipping to ZTE. 2013 was the first year that application processors surpassed 1 billion units with 44.5% of them as standalone units. We expect standalone consumption among smartphones to decline further in 2014 as more apps processors become part of com-processors.

FORECASTS FOR ALL KEY LTE CELLPHONE CHIP TYPES

Supplier 2013 Market Shares and Chip Forecasts through 2018:

  • Digital Baseband Processors (DBB)
  • RF Transceivers
  • RF Power Amplifiers/Modules
  • Application Processors (Apps)
  • Communication Processors (DBB+Apps)
  • Power Management Units (PMICs)

As with all of our reports, your satisfaction is guaranteed.

ABOUT THE AUTHOR:

Carter L. Horney, a recognized authority on microprocessors and DSPs in communications, is the author of this study. Mr. Horney is a Forward Concepts Associate and was formerly Division Planner for Rockwell International's Digital Communications Division and earlier Strategic Marketing manager for Rockwell's Semiconductor Products Division. Mr. Horney was responsible for the product planning, which led Rockwell (now Conexant Systems) to dominate the worldwide FAX and dial modem chip market. He was a Rockwell Engineering Fellow and has a B.S. in Mathematics and Physics and an M.S. in Mathematics from Western Illinois University.

ABOUT THE EDITOR:

Will Strauss, President of Forward Concepts, is an internationally-recognized authority on markets driven by DSP Technology (and wireless is the largest DSP market), and was a significant contributor to this study.

Table of Contents

I. EXECUTIVE SUMMARY

  • A. Overview

II. MOBILE MARKET

  • A. Overview
  • B. Smartphones
    • 1. Global Distribution of Smartphones by Region
    • 2. Top 30 Smartphone Market Share Leaders 2012-2013
    • 3. LTE Smartphone Market Leaders
    • 4. Top Smartphone Supplier Profiles
      • a) Apple
      • b) Samsung
      • c) LG
      • d) Sony
      • e) Huawei Devices
      • f) ZTE Mobile Devices
      • g) Lenovo
      • h) Nokia
      • i) Xiaomi
      • j) TCL Communications Technology Holdings
    • 5. Smartphone Five Year Forecast by Geographical Region
    • 6. Smartphone Five Year Forecast by Classification
    • 7. Smartphone Five Year Forecast by Operating System Type
    • 8. Smartphone Baseband Market Share Supplier Summary
  • C. Tablets
    • 1. Tablet Quarterly and YOY Market Share from 2012-2013
    • 2. Tablet Shipments by Operating Systems
    • 3. Top 10 Tablet Suppliers
      • a) Apple
      • b) Samsung Electronics
      • c) ASUS
      • d) Amazon
      • e) Acer
      • f) Lenovo
      • g) Hewlett Packard
      • h) Toshiba
      • i) Windows 8 Suppliers
      • j) Microsoft RT
      • k) ZTE
    • 4. Five-Year Media Tablet Forecast
    • 5. Embedded Tablet Quarterly Shipments
  • D. Modem Hotspots and USB Modem Sticks
    • 1. LTE and LTE VoLTE Hotspot Routers
    • 2. USB Modem Sticks
    • 3. 4G Sticks, Hotspots, Tablet/Notebook Modem Forecast
    • 4. The Market & Supplier Profiles
      • a) Huawei Device Division (Cat 5 Mobile HotSpot)
      • b) Netgear (3G/4G Cat4 40 MHz Mobile Hotspot)
      • c) Novatel Wireless (MIFI Home with VoLTE)
      • d) Sierra Wireless (Express Cards)
      • e) Samsung Electronics (3g/4G Mobile Hotspot)
      • f) ZTE Mobile
      • g) Franklin Wireless

III. LTE TECHNOLOGY TRENDS

  • A. Overview
    • 1. LTE Voice Technology Transition
    • 2. VoLTE Operator Movement
    • 3. Carrier Aggregation and Early Operator Usage
    • 4. Global LTE Voice Support
    • 5. Full IMS VoLTE Movement
    • 6. LTE Multicast Broadband (eMBMS)
    • 7. LTE Advanced in Unlicensed Spectrum
    • 8. LTE Direct
    • 9. Small Cell Networks
    • 10. LTE Advanced Feature Overview
    • 11. LTE In Automotive
    • 12. 5G?

IV. LTE FIVE YEAR FORECASTS

  • A. Overview
    • 1. LTE Forecast by Global Regions
    • 2. TD-LTE Five-Year Forecast by Frequency Band
    • 3. LTE & 3G/LTE Baseband Five-Year Forecast
    • 4. Radio Transceiver Forecast
    • 5. Mobile Power Amplifier Five Year Forecast

V. LTE FREQUENCY BANDS

  • A. Overview
  • B. TDD LTE Bands
  • C. LTE Global Operator Status and Deployment Bands
  • D. LTE FDD Frequency Bands and Channel Bandwidths
  • E. SDL Bands for LTE

VI. LTE COMMUNICATIONS PROCESSOR SUPPLIER PROFILES

  • A. Overview
  • B. LTE Baseband Supplier Market Shares
    • 1. LTE Cat 4/3G Com-Processor Market Share Leaders
  • C. LTE Communication Processor Profiles
    • 1. Broadcom (MP5232 CA9/GSX543, LTE/DC-HSPA-Processor)
    • 2. Broadcom (MP6530 DualA15/DualA7-SGX544 LTE-Cat4/3G Processor)
    • 3. Broadcom (M320 2x Cortex CA9+HSPA+/LTE)
    • 4. Leadcore Technology LC1810 (CortexA9+ Mali400 LTE/TD-SCDMA-processor)
    • 5. MediaTek MT6595 (4xA17+4xA7, PVR6200 GFPU, LTE)
    • 6. Marvell (PXA1088L 1.2GHz 4x Cortex A7, GPU, R7 FD/TD HSPA+/ Cat 4 LTE
    • 7. Marvell (PXA1928 1.5GHz 64-bit Quad A53/GC5000 5-mode LTE)
    • 8. Nvidia (Tegra 4i 4x CA9-R4, HD1080P, HSPA+/TD-HSPA/ LTE)
    • 9. Qualcomm (64-bit S410 4x A53, LTE Cat 3)
    • 10. Qualcomm (64bit MSM615/610 Octa/Quad A53 LTE Cat4)
    • 11. Qualcomm (MSM8960T 1.7GHz 2x K200 1080P DC-HSPA+/SVDO Processor)
    • 12. Qualcomm (MSM8974 2.3GHz 4XK400, 2160P R9 HSPA+/TD-HSPA/1xEVDO)
    • 13. Spreadtrum (SC9620 TD-SCDMA/TD-LTE)

VII. LTE THIN MODEM BASEBAND SUPPLIER PROFILES

  • A. Overview
    • 1. Thin Baseband Market Share Leaders
  • B. Supplier Profiles
    • 1. Altair Semiconductor Ltd.
    • 2. Huawei-HiSilicon (LTE/3G Rel.9 baseband chip)
    • 3. Innofidei (LTE & LTE/TD-SCDMA Modems)
    • 4. Intel Mobile Communications (FD-LTE RF and 3G/LTE basebands)
    • 5. GCT Semiconductor (GDM7240 LTE Cat3 Baseband/Transceiver)
    • 6. Marvell (PXA1802 LTE/3G + TD-SCDMA thin modem)
    • 7. MediaTek (MT6590 TD-LTE /TD-SCDMA/WCDMA/GSM/EDGE)
    • 8. NVIDIA (Cat3/4 LTE & 21 Mbps HSPA+ platform)
    • 9. Qualcomm (MDM 9x25 LTE/ EVDO or MC-HSPA+ modem)
    • 10. Qualcomm MDM9x35 20nm Cat 6 LTE/3G/2G Thin Modem
    • 11. Samsung (CMC221 LTE Baseband only)
    • 12. Sequans Communications (LTE Baseband/RF modem)
    • 13. Spreadtrum (LTE/TD-SCDMA/GSM baseband platform)
    • 14. Ericsson (M7400 LTE 4/3G modem - DBB, ABB and RF)

VIII. LTE RF TRANSCEIVER CHIP SUPPLIERS

  • A. Overview
    • 1. Altair Semiconductor (1.9-2.7 GHz CMOS Transceiver)
    • 2. Broadcom (BCM2095 LTE Cat4 / HSPA+/ GSM/ EDGE)
    • 3. GCT Semiconductor (R8 FDD Multiband +700 MHz)
    • 4. Intel (XMM7160 LTE/3G R9 HSPA Multiband Transceiver)
    • 5. Intel (XMM7260 R10 LTE/3G R9 DCHSPA/TD-SCDMA Transceiver
    • 6. Intel (XMM7260 LTE Cat 6-Advanced 30 bands)
    • 7. NVIDIA (FDD LTE/HSPA+ Transceiver)
    • 8. Qualcomm (LTE/3G/2G 6 Mode Cat 6 Transceivers)
    • 9. Silicon Motion (FD LTE Cat3 and LTE/CDMA Cat3 Transceiver)
    • 10. Spreadtrum Communications (4G TD LTE/3G TD-SCDMA/WEDGE)
    • 11. ST-Ericsson (LTE 4/HSPA+ Transceiver)

IX. LTE PA SUPPLIER PROFILES

  • A. Overview
    • 1. Anadigics (FDD 1, 2, 7, 8, 20, 3/4/9/10, 5/6/18/19, 12/17, 13/14; TDD 38, 40)
    • 2. Mitsubishi Electric (Six LTE-Compliant Power Amplifiers)
    • 3. Peregrine Semiconductor (RF CMOS SOI PA/Switch)
    • 4. Qualcomm (CMOS SOI 3-chip tuner/envelope tracker/ PA/SW)
    • 5. Skyworks (FDD 1, 4/9, 5/6, 7, 8, 9, 13/14, 12/17 and TDD 38/40)
    • 6. Nujira (Envelope Tracking Chip)
    • 7. Qualcomm (QFE1100 RF/Envelope Tracking PA.)
    • 8. RFMD (LTE Single bands 3, 4,7,11,13,17,20 and 21)
    • 9. TriQuint Semiconductor (band 13, 17 of the USA 700 MHz)

FIGURES

  • Figure 1 Cellular Handset & Tablet Component Markets by Type: 2013
  • Figure 2 External LTE 4G, 3G/4G Modems Sold 2013
  • Figure 3 2G/3G and 3G/4G Baseband Sales by Type: 2013
  • Figure 4 Digital Baseband Processor Forecast Summary
  • Figure 5 Revenue of RF Transceivers, Power Amplifiers and Analog Baseband/PMUs.
  • Figure 6 Analog BB, PUM & Standalone RF Summary Forecast: '12-'18
  • Figure 7 Smartphone Growth Patterns by Type: '12-'18
  • Figure 8 Smartphone Shipments by Geographical Region: '13
  • Figure 9 Non-Smart Handset Shipments by Geographical Region: '13
  • Figure 10 LTE Smartphone Shipments by Geographical Region: '13
  • Figure 11 Smartphone Market Shares by OS: 2013
  • Figure 12 Smartphone Market Shares by OS: 2018
  • Figure 13 Smartphone Baseband Market Shares (2G, 3G & 3G/4G)
  • Figure 14 3G, 3G/4G Thin Baseband Vendor Market Shares for Smartphones: '13
  • Figure 15 Smartphone App Processor Market Shares (2G/3G & 3G/4G): '13
  • Figure 16 LTE USER Device Segmentation in Units from 2011-2013
  • Figure 17 Standalone vs. Com-Processor LTE Shipment Detail: '13
  • Figure 18 3G/LTE Com-Processor Baseband Shipment
  • Figure 19 Renesas MP5232 LTE Communication Processor Diagram
  • Figure 20 Multi/Single-mode FDD-LTE BB Supplier Shares: 2013

TABLES

  • Table 1 Growth of LTE versus Market 2010-2013
  • Table 2 Five-Year 3G and 4G Subscriber Growth Rates by Geographical Regions
  • Table 3 Sales & ASP of Tablet, Smartphone & Non-Smartphone Segments: 2013
  • Table 4 Smartphone Comparisons by Price Category
  • Table 5 Smartphone Suppliers YOY/Quarterly Market Shares: '12 & '13
  • Table 6 LTE/3G Smartphone Quarterly Shipments by Vendor: '12 & '13.
  • Table 7 Revenues of Top 13 Suppliers of Handsets & Tablets by Type: '13
  • Table 8 Smartphone Five-Year Unit Forecast by Global Regions
  • Table 9 Smartphone Shipment Forecast by Geography: '12-'18
  • Table 10 Smartphone Five-Year Forecast by Operating System Usage
  • Table 11 Tablet Quarterly Supplier Growth YOY: '12 to '13
  • Table 12 Tablet Shipments by O/S: '12-'13
  • Table 13 Media Tablet and Attached Modem Forecast: '12-'18
  • Table 14 3G & LTE/3G Tablet Shipments by Vendor: 2012 & 2013.
  • Table 15 Embedded Modems & Mobile Hotspots Forecast: '12-'18
  • Table 16 HSPA and LTE Comparisons
  • Table 17 LTE Advanced Carrier Aggregation (CA) Defined by 3GPP
  • Table 18 Small Cell Comparisons
  • Table 19 LTE Shipment Forecast by Major Regions: '12-'18
  • Table 20 TD-LTE Forecast by Frequency Bands from 2012-2018
  • Table 21 Standalone LTE Baseband Forecasts by Type: '12-'18
  • Table 22 LTE/3G Baseband Application Processor Forecasts: '12-18
  • Table 23 Radio Transceiver 5-Year Forecast by Wireless Technology
  • Table 24 Cellular Power Amplifier Unit Forecast by Air Technology: '13-'18
  • Table 25 Cellular Power Amplifier Forecast by Type: '13-'18
  • Table 26 FDD Frequency Band Summary
  • Table 27 TDD LTE Bands
  • Table 28 LTE Global Spectrum & Active Operator Summary
  • Table 29 LTE Spectrum and Active Operator Summary (continued)
  • Table 30 LTE Operator Frequency Band Usage in the Americas
  • Table 31 LTE FDD Frequency Band Usage: Europe, Asia, MEA & Oceania
  • Table 32 TDD LTE Band Usage - Europe, Asia, MEA, Oceania
  • Table 33 LTE Frequency Bands & Channel Bandwidths
  • Table 34 LTE TDD Frequency Bands Regional Usage
  • Table 35 Dual-, Quad- and Octa-core Communications Processor Profiles
  • Table 36 Qualcomm Cellular Baseband/Transceiver Modes Supported
  • Table 37 RFMD 3G/4G LTE Most Recent Power Amplifiers
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