SAN FRANCISCO—Broadcom Corp. slipped into the top five in sales of smartphone applications processors in the third quarter for the first time, surpassing Nvidia Corp., according to market research firm Strategy Analytics Inc.
Stuart Robinson, director of the Strategy Analytics handset component technologies service, credited the ramp of Broadcom's Android business for the firm's rise to the No. 5 spot in smartphone processors. "We continue to believe that Broadcom has the potential to be a strong competitor to Qualcomm in the long-term, given the company’s integration capabilities, cellular IP strength and strong emphasis on wireless markets," Robinson said.
Overall, the global smartphone applications processor market registered sales of $2.24 billion in the third quarter, a 59 percent increase from the third quarter of 2010, according to the latest report from Strategy Analytics (Boston) said.
Qualcomm Inc. again led the smartphone applications processor market in both unit shipment and revenue terms in the third quarter, accounting for 49 percent of revenue, Strategy Analytics said. Samsung Electronics Co., Texas Instruments Inc. and Marvell Technology Group Ltd. made up the rest of the top five in the quarter, the firm said.
According to the Strategy Analytics report, standalone applications processors outgrew baseband-integrated applications processors in the third quarter, accounting for 41 percent of total smartphone applications processor shipments, up from 31 percent in the third quarter of 2010. Strategy Analytics attributed this growth to strong demand for dual-core processors and growth in LTE smartphone shipments.
Qualcomm, a strong advocate of baseband-integrated processors, now also participates in the stand-alone applications processor market with its Snapdragon processors, Strategy Analytics reported.
“Qualcomm has become the company to beat in the mobile chip market and is moving far ahead of most of its competitors," said Sravan Kundojjala, a senior analyst at Strategy Analytics.
BCM may have grabbed 5th spot from ALL of the design wins they have gotten with their BCM4329 and BCM4330 802.11 a/b/g/n Bluetooth 3.0 and FM SoC's. These two devices may be considered processors for sure and they own this socket in almost every connected device sold throughout the world. TI has just started to eat away at that market share with their WiLink 7.
Where are ST-Ericsson, Renesas and MediaTek ? These guy ship a ton of single core integrated products ?
Are apple numbers included in Samsung's numbers ? Apple alone is 20-30% of AP market ? Are these number included here ?
Where are Nokia (ST-Ericsson / TI) numbers included ?
According to Strategy Analytics PR of today,
Dec. 6, 2011, 2:19 p.m. EST, titled "Strategy Analytics: Smartphone Applications Processor Revenues Jump 59 Percent in Q3 2011; Broadcom Grabs Fifth Spot from NVIDIA" the ranking is "described" (no table) by the following - According to Strategy Analytics, Qualcomm led the smartphone applications processor market in terms of both unit shipments and revenue during Q3 2011. Judging by numbers of units sold, Samsung, Texas Instruments, Marvell and Broadcom made up the rest of the top-five vendors. NVIDIA lost its number five position to Broadcom.
For the full PR see the following URL = http://www.marketwatch.com/story/strategy-analytics-smartphone-applications-processor-revenues-jump-59-percent-in-q3-2011-2011-12-06.
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