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kjdsfkjdshfkdshfvc
kjdsfkjdshfkdshfvc
At this point, you might as well count Apple out. They are no longer relevant ...
MediaTek cracks top 5 in smartphone apps CPU sales
Dylan McGrath
8/7/2012 1:19 AM EDT
ST-Ericsson rebounds; where's Nvidia?
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.
Related stories:
Feeling the heat, MediaTek seeks a comeback
MediaTek: You Need It, We’ve Got It
Dial 'M' for MediaTek
Reports: MediaTek bids to buy rival MStar
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.
Related stories:
Feeling the heat, MediaTek seeks a comeback
MediaTek: You Need It, We’ve Got It
Dial 'M' for MediaTek
Reports: MediaTek bids to buy rival MStar
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eewiz
8/7/2012 5:06 AM EDT
So what is order like?
1. Apple
2. Samsung
3. Qualcomm
4. TI
5. Mediatek ( Are we considering all those almost obsolete ARM11 chips as App processors?)
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dylan.mcgrath
8/7/2012 3:25 PM EDT
@eewiz- I've just added to the story a chart provided by Strategy Analytics that shows the top three smartphone processor vendors and their market share. As you can see, it's Qualcomm, Samsung, TI. #4 and #5, not shown, are Broadcom and Apple.
You mention Apple. I have an email into Strategy Analytics to find out if they count Apple's iPhone CPUs as Samsung products or Apple products. Either way, iPhone is an incredibly popular and profitable product, but accounts for only about 13 percent of smartphone market share.
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SKundojjala
8/8/2012 8:54 AM EDT
@eewiz: Top-five smartphone apps processor vendor list based on Strategy Analytics data.
1. Qualcomm
2. Samsung
3. Broadcom
4. TI
5. MediaTek
Source: Strategy Analytics Quarterly Smartphone Apps Processor Market Share Tracker
We allocate Apple's shipments to Samsung in our model. If we were to separate Apple’s shipments from Samsung, Apple would rank number two and Samsung would rank number three in the smartphone apps processor market.
MediaTek's smartphone chips (MT657x) gained strong traction in Q1 2012.
Regards,
Sravan Kundojjala,
Senior Analyst, Strategy Analytics.
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avc102938
8/30/2012 6:15 AM EDT
I am a bit confused by this. The order in this thread seems to be different from the original article. Is TI number 3? If not, are the the $ numbers correct in the original article? Thanks.
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kjdsfkjdshfkdshfvc
4/2/2013 9:55 AM EDT
At this point, you might as well count Apple out. They are no longer relevant or provide any competition or innovation.
http://bit.ly/IC4m9t
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abraxalito
8/7/2012 9:57 PM EDT
Where is Nvidia? Too busy complaining at TSMC to get any useful work done it seems.
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SKundojjala
8/8/2012 9:02 AM EDT
@abraxalito: Based on Strategy Analytics estimates, NVIDIA ranked number seven in the smartphone apps processor market in Q1 2012. The company currently has only 2 percent revenue share in the smartphone apps processor market.
However, NVIDIA continues to do well in the tablet apps processor market and ranked number two in the non-iPad tablet processor market in Q1 2012.
Regards,
Sravan Kundojjala,
Senior Analyst, Strategy Analytics.
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Helicopter
8/8/2012 5:15 AM EDT
what about Intel & AMD?
Arent they the processor gurus?
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elctrnx_lyf
8/8/2012 8:45 AM EDT
Its the mobile application processor discussion. Intel and AMD doesn't have any such kind of products.
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SKundojjala
8/8/2012 9:06 AM EDT
@Helicopter: Intel has started shipping its 32 nm-based Medfield product and had less than 1 percent share in Q1 2012. AMD currently has no share smartphones.
Regards,
Sravan Kundojjala,
Senior Analyst, Strategy Analytics.
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Helicopter
8/9/2012 5:03 AM EDT
Thanks, Looks like this is a billion unit market. are there entry barriers ?
Do you see the Goliath to take over anytime soon?
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SKundojjala
8/9/2012 6:34 AM EDT
Yes, the entry barrier is very low in the ARM-based chip ecosystem. All the technology pieces (CPU, GPU, DSP etc.) are available on license and the smartphone chip market is over-crowded.
However, capabilities such as software expertise, integration, strong OEM relationships, financial strength/ resources and product roadmap will set the best companies apart.
It's a growing market and I expect very interesting market dynamics ahead.
Regards,
Sravan Kundojjala,
Senior Analyst, Strategy Analytics.
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CooperMW
8/9/2012 2:16 PM EDT
Thank you
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sranje
8/8/2012 10:11 AM EDT
Dear Sravan,
Excellent data and additional comments - thank you.
Wouldn't data in units instead of revenues also be (more?) useful for market shares - ASPs in different segments of smartphones are quite different
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SKundojjala
8/9/2012 2:25 AM EDT
@sranje: Thanks. Yes, we do track units, revenues and ASPs on a quarterly basis for 13 smartphone chip companies across stand-alone and integrated processor categories. The rankings are slightly different (but not much) in terms of unit shipments.
Regards,
Sravan Kundojjala,
Senior Analyst, Strategy Analytics.
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Neo1
8/8/2012 11:14 PM EDT
Samsung is in a strong position vis-a-vis the mobile App processors since they got into Apple and because of their surge in smart phone shipments. Qualcomm relies on other OEMs sales, it will be interesting how it would turn out if Apple change their App processor vendor.
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Rsinkiewicz
10/31/2012 2:59 PM EDT
Please ban dklafjs as his comments are only intended to direct one to a completely unrelated site and have absolutely nothing to do with this topic.
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kjdsfkjdshfkdshfvc
5/17/2013 9:13 AM EDT
I strongly disagree sir.
http://bit.ly/IC4m9t
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