Having used data from several analyst firms, I can say that the important issue is the knowledge, experience and credibility of the analyst themselves. I have never heard of this Forward Concepts guy. I'm not suggesting he is simply an internet troll, but if I had to trust only one view, I think I would go with an agency that has been around since the 70s and is widely recognized as a leader in the space.
Strategy Analytics screwed up in the analysis. Perhaps they will do better in the future. This market segment is an interesting one given the recent shift toward smartphones and tablets and away from laptop and desktop computers. I think the market for tablets and laptops is effectively one segment. Microsoft's new version of windows appears to be targeted specifically for it and may be the most innovative piece of software from Microsoft since Windows 95. Linux and its derivatives has control for the moment since Google came out with Android.
I think whether Marvell slipped from the top five smartphone apps processor ranking during the first half of 2012 is of great interest to many in the electronics industry. But even more revealing to me is the table (and pie chart) in the page 2 of this story, showing the smartphone baseband chip ranking. The table and the pie chart here include both baseband/apps combo chips and standalone baseband processors for smartphones. A key takeawa here is that more and more smartphones adopt baseband/apps processor combo solutions, those without basband will continue to fade in the smartphone chip maret.