ST-Ericsson NV showed signs of rebound in the first quarter, with the company's smartphone applications processor revenue increasing more than 600 percent sequentially, Strategy Analytics said. ST-Ericsson's Nova and NovaThor-branded applications processors gained strong traction at tier-one OEMs during the quarter, Strategy Analytics said. The firm added that it continues to believe that ST-Ericsson’s NovaThor baseband-integrated applications processors have the potential to be an attractive alternative to Qualcomm’s Snapdragon processors.
Stand-alone applications processors continued to gain popularity in the first quarter, accounting for 44 percent of total smartphone applications processors shipped during the quarter, up from 39 percent in the first quarter of 2011, Strategy Analytics said. The firm attributed the growth to increasing mix of multi-core processors, which the firm estimated accounted for about 30 percent of total smartphone applications processors shipped in the first quarter.
Stuart Robinson, director of the Strategy Analytics Handset Component Technologies service, noted that Nvidia Corp. remains absent from the top five in smartphone applications processors despite its momentum in media tablet applications processors. He estimates that Nvidia's smartphone applications processor market share has remained stagnant at 2 percent since the first quarter of 2011.
"We believe Nvidia continues to miss the large addressable market as it currently lacks baseband-integrated applications processors," Robinson said.
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