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Global and China Mobile Application Processor Industry Report, 2009-2010
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The so-called mobile application processor is centered on a variety of particular applications such as algorithm, graphic processing, 3D formation, MPEG-4/H.264 decoding and full-featured internet surfing. As an application processor focusing on mobile products, it can be installed inside with a Modem for mobile communication. In its applied products, mobile application processor serves as a core or an assisted processor.
By application fields, it falls into four categories, i.e., smartphone, non-smart phone, IVI (In-vehicle Infotainment) system and others (including MID e-book and Smartbook). Or it also can be simply divided into two major classes--ARM core and X86 core. The fact that application processor sector involves huge investment capital makes it a “game” for only a small number of enterprises.
Market Size of Application Processors, 2007-2013E
In the future, smart phones will still be the main markets for mobile application processor, while its application in non-smart phone industry will slump. A case in point is the three leading Korean enterprises Mtekvision, Corelogic and Telechips involving in non-smart phone industry, which were without exception hardly hit in 2009. In terms of revenue, Mtekvision saw a decrease by 21%, which marked its first loss; Telechips also saw a drop by 19%, slightly hit thanks to its wide range of product lines; but Corelogic, the worst inflicted firm, suffered from huge losses and would go bankruptcy if it refused to transform.
As such, SH-Mobile of Renesas got dampened miserably. SH-Mobile failed to go outside Japan. There is no development room for SH-Mobile since Japanese mobile phone market has been excessively saturated. Moreover, Renesas has long been teaming up with DoCoMo to jointly develop and promote its products. However, its third-generation SH-Mobile encountered difficulty in promotion, because fully integrated IC like QSD8250 by Qualcomm has been favored by the growing number of manufacturers. As for the 4th-generation SH-Mobile, it is hard to predict its development in the future.
Concerning OMAP, there is not much to worry about, but it is not optimistic, either, owning that its VIP client Nokia has not performed well yet in smartphone field. 3G Modem is excluded in OMAP processor and it is not preferably employed by Nokia. The CPU of main Nokia models in 2010 is RAPUYAMA jointly developed with Freescale. And OMAP has become the second choice for star types of Nokia mobile phone.
By contrast, SANPDRAGON from Qualcomm has gained wide acceptance by nearly all leading mobile phone manufacturers. Qualcomm will further enhance the performance of its QSD8672-the hot chip for Smartphone in 2011 and 2012. As for Samsung, it will continue its third place in application processor industry thanks to its big buyer-Apple. The application processors of Samsung have not been adopted by Apple IPAD but will be employed by Apple’s IPHONE. The latest series of Samsung-S3C6410 and S5PV210 are both powerful products.
When it comes to Marvell, it worked hard to expand product lines in 2009 and rolled out 10 models or so of new products. Therefore, Marvell deserves closer attention in the future. Nevertheless, Marvell has only one big customer-RIM in mobile phone industry.
In 2009, mobile application processor market expanded further, in which the three emerging markets consist of Smartbook, IVI system and e-book.
Smartbook is a kind of product with function between netbook and smartphone, and it renders the smartphone-based CPU and small operating system. The operation of smartbook will be supported by such CPU as Nvidia Tegra and Qualcomm Snapdragon. Smartbook can be defined as an electronic device always online and being centered on network applications; with screen size between 5-10 inches and ARM’s CPU. The biggest difference with netbook is that its always-on-line feature and ARM-core CPU instead of using the CPU with X86 structure. It seems that Smartbook tends to impact traditional netbook market. Yet, its algorithmic performance falls far short of Intel’s N270, but the prices of the two are so close. Other demerits of Smartbook lie in its poor portability and longer start-up time in comparison with Smartphone. In addition, IPAD of Apple is the competitive rival of Smartbook. The reason why Lenovo postponed the launch of its first Smartbook into market is to avoid the strike from IPAD.
It is expected that Smartbook will feature small screen sized between 6-10 inches so as to widen the market difference with netbook, with the final selling price below US$200. Therefore, smartbook will enjoy a relatively big market. As is estimated, the market scale will reach 50 million sets optimistically or 25 million sets in a conservative way in 2015. It is expected that the market size will be 8 million sets in 2010.
Another market of mobile application processor is IVI system. At present, 3D navigation made its debut in the navigator market. Similarly, IVI also needs to process network media videos like H.264. So, it requires powerful algorithm performance and 3D graphic processing capacities. As yet, Intel’s ATOM has gained Benz and BMW, and Nvidia’s Tegra2 has occupied Audi. Moreover, Volkswagen Group is expected to employ Nvidia’s Tegra2 to its product portfolio.
In 2009, the e-book market grew 178% to 3 million sets from a year earlier. In 2010, the global e-book market is expected to realize 7.7 million sets. The core chip of e-book system is the application processor of ARM base, whose suppliers are mainly composed of Freescale, Samsung and Marvell. In 2010, TI set foot in this market.
As the AP supplier of the best-selling e-books of Kindle 2 and Kindle DX, Freescale has boasted of a market share of over 70%. As for Marvell, it tended to turn a new page by launching AMADA 166E in 2009. While Samsung sought market expansion with low-price strategy. And TI widened its application range of OMAP3430.
1. Overview of Mobile Application Processor
1.1 Definition
1.2 Non-smartphone Application Processor
2. Global Mobile Phone Market
2.1 Status Quo of Global Mobile Phone Market
2.2 Smart Phone Market
2.3 China Mobile Phone Market
2.4 China Mobile Phone Industry
2.5 China Smart Phone Market
3. Core Hardware & Software of Smart Phone
3.1 Development Trends of Smart Phone Processor
3.1.1 Cortex-A9
3.1.2 Cortex A5
3.1.3 Mali Graphics Processor (GPU)
3.1.4 Imagination PowerVR
3.2 Status Quo of Smart Phone Processor
3.3 Summary of Operating Systems
4. Netbook
4.1 Definition of Netbook
4.2 Development Trend: Embedded Data Card
4.3 Hardware Configuration of Netbook
4.4 Global Netbook Market Scale
4.5 China Netbook Market
4.6 Netbook Competition between ARM and Intel
5. Other Markets
5.1 Definition of Smart Book and Its Samples
5.2 Design of Smart Book
5.3 Smart Book Market
5.4 MID Market Outlook
5.5 IPAD
5.6 E-book
5.7 IC of E-book
5.8 In-vehicle Infotainment Systems
6. Application Processor Vendors
6.1 TI
6.2 Renesas
6.3 Toshiba
6.4 AMD/ATI
6.5 Nvdia
6.6 Mtekvision
6.7 CoreLogic
6.8 STMicroelectronics
6.9 Freescale
6.10 Alpha Imaging Technology (AIT)
6.11Marvell
6.12 Samsung
6.13 Zoran
6.14 RMI
6.15 Actions Semiconductor
6.16 Telechips
Application Processor Market Scale by Category, 2007-2013E
Market Shares (by Sum) of Non-smartphone Application Processor Vendors, 2008
Pixel Distribution of Camera Phones Worldwide, 2007-2013E
Shipment of Auto Focus Camera Phones, 2007-2013E
Global Mobile Phone Shipment, 2007-2012E
Global Mobile Phone Shipment, 2007Q1-2009Q4
Global Mobile Phone Shipment by Region, 2007Q1-2009Q4
Global Mobile Phone Shipment by Technology, 2007Q1-2009Q4
Global CDMA/WCDMA Mobile Phone Shipment by Region, 2006-2010
Market Shares of World’s Major Mobile Phone Manufacturers, 2009
Market Shares of World’s Major Mobile Phone Manufacturers, 2010Q1
Market Shares of World’s Major Smart Phone Manufacturers, 2008-2010
Market Shares of China’s Major Mobile Phone Manufacturers, 2008
Market Shares of China’s Major Mobile Phone Manufacturers, 2009
China Mobile Phone Output, 2004-2012E
Market Shares of China’s Major Smart Phone Manufacturers, 2008 vs. 2009
Cores of Typical First-Class Mobile Phones Currently
ARM Core Roadmap
Cortex-A9 Core
STERICSSON U8500 System
Block Diagram of Cortex A5
ARM Mali Graphics Framework
Typical Mobile Phones Adopting PowerVR
Shipment Distribution of Manufacturers of Mobile Phone by Operating System
Types of Netbook Embedded Data Card, 2007-2012E
Basic Constitution of Intel Netbook
Cost Structure of Netbook
Netbook Shipment, 2007-2013E
Layout of Netbook Applications, 2007-2012E
China’s Netbook Market, 2008-2012E
Market Shares of Major Netbook Manufacturers, 2008
Software System Structure of OMAP Netbook
PCB Comparison between Intel ATOM Processor and OMAP 3 Processor
Framework of ARM Smart Book
E-book Market Scale, 2008-2012
Global Automotive Infotainment System Market Scale, 2007-2013E
Global Automotive Infotainment System Shipment, 2007-2013E
Global Automotive Infotainment System Shipment by Region, 2006-2010
Market Shares of World’s Major Manufacturers of Automotive Embedded Infotainment System, 2008
Market Shares of World’s Major Manufacturers of Automotive After-Sale Infotainment System, 2008
TI’s Revenue by Business, 2007-2009
TI’s Operating Profit by Business, 2007-2009
TI’s OMAP Roadmap
Introduction to OMAP 4 Series
Block Diagram of OMAP44X
Typical Application of OMAP44X
Software Framework of OMAP44X
Block Diagram of TWL6030 Power Management, TWL 6040 Audio Back-end Processing Supported by OMAP44X
Revenue and Operation Profit Rate of Renesas, FY2004-FY2009
Shipment of SH-Mobile, 2002-2009
SH-Mobile’s Roadmap
SH-Mobile G2, G3 Die
Block Diagram of SH-Mobile G3
Structure of SH-Mobile Platform
Hardware Structure of SH-Mobile Platform
Middleware Roadmap of SH-Mobile Platform
Video Middleware Roadmap of SH-Mobile Platform
Audio Middleware Roadmap of SH-Mobile Platform
Middleware Sample of WMA Application
Middleware Structure of DTV
Block Diagram of SH-Mobile L3V2
Block Diagram of SH-Mobile UL
Block Diagram of SH-Mobile 3 (SH 73180)
Block Diagram of SH-Mobile 3A (SH73380)
Block Diagram of SH7722 (SH-MobileR)
Typical Application of SH7724
Block Diagram of SH7724
Revenue and Profit of Semiconductor Business of Toshiba, FY2001-FY2010
Revenue Structure of Toshiba by Product, FY2005-FY2009
Investment of Toshiba Semiconductor by Sector, FY2003-FY2009
Roadmap of Toshiba Mobile Application Processor
Core Structure of Toshiba Mobile Application Processor
Block Diagram of Toshiba Mobile Application Processor
Video Flow of Toshiba Mobile Application Processor
Revenue and Operating Profit Margin of Nvidia, FY2005-FY2010
Revenue of Nvidia by Region, FY2008-FY2010
Revenue of Nvidia by Division, FY2008-FY2010
Revenue and Operating Profit of Nvidia’s Consumer Electronics Dept., FY2007-FY2010
GPU Block Diagram of Nvidia Mobile Phone
Block Diagram of TEGRA
Revenue and Operating Profit of Mtekvision, 2003-2009
Strategy of Mtekvision
Organization Structure of Mtekvision
Staffing of Mtekvision
Operation Flows of Mtekvision
Global Presence of Mtekvision
Sales and Product Structure of Mtekvision, 1999-2008
Accumulative Shipment of Mtekvision Products by Type, as of 2007 Q2
Client Proportion of Mtekvision, Q1-Q4, 2008
Product Proportion of Mtekvision, Q1-Q4, 2008
Client Proportion of Mtekbision , Q1-Q4,2009E
Product Proportion of Mtekvision, Q1-Q4, 2009E
Block Diagram of MV8720
Block Diagram of MV8750
Latest Mobile Phones Employed with Mtekvision
Revenue and Operation Profit Margin of CoreLogic, 2003-2009
Revenue Structure of CoreLogic by Product, 2003-2008
Product Roadmap of CoreLogic
Technology Development of CoreLogic’s Products
CoreLogic SWOT
Block Diagram of CL6100
Block Diagram of CL9000
Revenue Structure of ST Microelectronics by Division, 2007
NOMADIK Product Roadmap of ST Microelectronics
Block Diagram of STN8815
Features of STN8815
Typical Application of STN8815
Revenue Structure of Freescale by Product, 2006-2008
Roadmap of IMX Series Application Processor
Software Structure of IMX Software Platform
Product Roadmap of Sigamtel after Being Acquired
Block Diagram of STMP3710
Block Diagram of STMP 3770
Block Diagram of STMP 3731
Block Diagram of STMP 3738
Block Diagram of STMP 3750
Block Diagram of IMX31
Application Sample of IMX31
Product List of IMX35X Series
Block Diagram of IMX37
Block Diagram of IMX515
Typical Application of IMX515 Smartphone
Revenue of Alpha Imaging Technology by Product, Sep.2009-Mar.2010
Product Roadmap of Alpha Imaging Technology
Revenue and Operating Profit Margin of Marvell, FY2004-FY2010
Block Diagram of PXA910/920
Application Processor Technology of Samsung
Application Processor Roadmap of Samsung
Block Diagram of S5PC100
Block Diagram of S3C6410
Block Diagram of S5P6640
Revenue and Operation Profit Margin of Zoran, 2004-2009
Revenue of Zoran, 2001-2009
Quarterly Revenue of Zoran, 2002-2009
Revenue Structure of Zoran by Region, 2008-2009
Structure of Zoran Revenue from Downstream Products, 2008-2009
Block Diagram of APPROACH5
Block Diagram of APPROACH7
Typical Application of AU1200
Block Diagram of AU1200
Block Diagram of AU1300 Series Products
Revenue and Gross Profit Margin of Actions, 2003-2008
Revenue and Gross Profit Margin of Actions, 2007 Q1-2009 Q4
Industry Chain Flow of Actions
MP3 Product Roadmap of Actions
MP4 Product Roadmap of Actions
Block Diagram of ATJ2257
Global Presence of TELECHIPS
Revenue and Product Distribution of TELECHIPS, 2001-2007
Revenue and Operation Profit Margin of TELECHIPS, 2005-2010E
Downstream Application Proportions of TELECHIPS by Product, (by Quarter)2009-2010
Main Customers and Products Employed of TELECHIPS’s Audio Sector
Main Customers and Products Employed of TELECHIPS’s Mobile Phone Sector
Main Customers and Products Employed of TELECHIPS’s Auto/Home Audio System Sector
Product Roadmap of TELECHIPS
Introduction of TELECHIPS’s Latest Products
Typical Application of TCC8900
Ranking of China’s Top 25 Mobile Phone Manufacturers by Output, 2008
Performance of CortexA5
CPU Parameters of Popular Smartphone
Shipment Achievement of Smartphone Operation System, 2008-2010
Shipment of Leading Netbook Manufacturers worldwide, 2008 Q3
Performance Contrast of Intel’s N270 and N280 Series
List of Mobile Phones Employing OMAP3430
List of Mobile Phones Employing SH-Mobile CPU
List of Products Employing SH-Mobile
Property Comparison of SH-Mobile G1, G2, G3
List of Mobile Phones Employing Toshiba’s Application Processor
ATI Mobile Phone Muti-Media Chip List
List of Mobile Phones Employing ATI’s GPU
List of Mobile Phones Employing Nvidia’s GPU
GPU Property Comparison of Nvidia
CSP Series Products
MVP Series Products
MMP Series Products
List of Mobile Phones Employing STN8810/8815
Revenue of Freescale’s Mobile Phone Division, 2006 Q1-2010 Q4
Application Processor List of Freescale
Revenue and Operation Profit of Alpha Imaging Technology, 2007-2009
Product Property Comparison of Alpha Imaging Technology
MMP Product Line List of Alpha Imaging Technology
ISP Product Line List of Alpha Imaging Technology
MAP Product Line List of Alpha Imaging Technology
List of Mobile Phones Employing the Products of Alpha Imaging Technology
Product List of Marvell ARMAD Series
Mobile Application Processors of Samsung
List of Mobile Phones Employing S5PC100, S3C6410
Product List of RMI ALCHEMY
Product List of TELECHIPS
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