Is the 400m shipments estimate from ARM or is it yours Peter?
Seems too high given bulk of Mali volume is via Samsung Exynos (only around 30% of Samsung Mobile, with QCOM being the biggest supplier) and Spreadtrum . Mediatek will contribute later this year but they will remain mostly PowerVR.
It is my estimate that Mali shipments in 2013 will be nearer to 400 million units than 300 million units. So lets recast that as 350 million to 400 million.
The year to date (1H) stands at about 180 million units and more units ship in the second half of the year than the first, usually. So simply doubling up would give 360 million units.
You must remember that Mali is not only designed in to smartphones.
As of February 2013 ARM was estimating Mali had 70 percent market share of graphics-enabled digital televisions, which is a lot of units, and more than 50 percent market share in Android tablets, which is a lot of units, and about 20 percent market share in Android smartphones.
Thanks for clarifying, you may well turn out to correct with your 400m estimate. Surprised to see you quoting the 2012 market share figures though. The figures are from ARM PR and not an independent body such as SA, Peddie etc.
The 50% share if Android tablets was actually 50% of the Chinese Android tablet market and not the global market, big difference. The 70% DTV figure is already less since LG switched to PowerVR for their new smart TVs.
Well I wasn't using the 2012 market share estimates as a scientific basis for number crunching. Just to make the point that relatively low penetration for Mali in smartphones is not a bar to them achieving 350 million to 400 million units shipped in 2013.
Biggest growth in infotainment equipment in automotive coupled with increase in consumption of smart phones and tablets has put considerable demand on the latest low power high performing soc's.This total demand is increasing the share of graphic cores.