GPS Semiconductors

ICs, Chipsets, Modules, Technology Developments, and Business Factors

The emergence and evolution of mobile consumer device applications for GPS-enabled positioning and navigation have created high-volume opportunities for GPS semiconductor suppliers, and attracted a number of new players. The increased competition is placing pressure on smaller, pure-play GPS chipset suppliers, who find they must compete against larger, vertically and horizontally integrated semiconductor suppliers with greater resources. The sector has been marked by a wave of M&A activity, as established IC vendors seek to acquire GPS IP and smaller companies combine to broaden their product offerings and remain competitive.

This study examines historical semiconductor shipments and provides forecasts for nine distinct GPS market segments through the year 2014. The GPS semiconductor ecosystem is delineated, and key chipset design, packaging and manufacturing factors are analyzed. The report evaluates the status of GPS applications, identifies market opportunities, and assesses technology limitations and market risks. Twenty-three leading GPS semiconductor suppliers are profiled, and important industry collaborations and product trends are presented.

What Questions Does This Report Answer?

  • What electronic component technologies are currently being used in GPs semiconductors?
  • What are the various approaches to integrating GPS in mobile devices?
  • What are the key drivers, barriers and latest trends influencing the market for GPS-enabled mobile devices?
  • How are technological developments and the declining costs of chipset solutions driving the market for GPS semiconductors?
  • What are the high level business and marketing issues and critical considerations for addressing GPS-enabled device markets?
  • How big is the market for GPS-enabled mobile devices?
  • What are the current and emerging design, packaging and fabrication technologies driving the GPS semiconductor segment?
  • What are the market opportunities for mobile operators, device vendors, chipset manufacturers, satellite navigation companies and other industry players?
  • How important are GPS-enabled handsets for driving the LBS and navigation services markets?
  • What are the regional trends for GPS-enabled devices?
  • What is the impact of growing GPS penetration on the overall mobile device market?
  • What are the design and manufacturing issues faced by device OEMs in developing GPS enabled mobile devices?
  • What are the issues surrounding the integration of GPS with other connectivity technologies?
  • What are shipment and revenue forecasts for GPS-enabled devices from 2006 to 2014?

Who Needs This Report?

  • Mobile device vendors
  • Mobile operators and MVNOs
  • Mobile device IC suppliers
  • GPS IC suppliers
  • Satellite navigation companies
  • LBS companies
  • System integrators
  • GPS hardware suppliers
  • ODMs and OEMs
  • Content specialists
  • Consulting firms
  • Trade associations
  • Financial institutions involved with mobile communications
  • Venture capitalists and other investors
  • Government agencies


Executive Summary: Top Line Forecast
Executive Summary: Drivers
Executive Summary: Market Factors
Executive Summary: Market Share
Executive Summary: Summary and Strategic Recommendations

Section 1.
Executive Summary

1.1. Market and Technology Risks
1.2. Business Outlook
1.3. Key Market Forecasts
1.4. Strategic Recommendations

Section 2.
GPS Semiconductor Markets and Business Models

2.1. Market Overview
2.1.1. GPS IC Application Segments
2.1.2. Semiconductor Development and Manufacturing
2.2. Technology Evolution and Product Innovation

Section 3.
GPS Operation and Technology Overview

3.1. GPS Constellation
3.1.1. Theory of Operation
3.1.2. Semiconductor Design and Performance Factors
3.1.3. Limitations and Commercialization Risks
3.1.4. Differential GPS (DGPS)
3.1.5. Augmentation/Reference Systems
3.1.6. GPS Modernization
3.2. Alternative Satellite Positioning Systems

Section 4.
GPS Semiconductor Technology, Ecosystem, and Product Strategies

4.1. GPS Semiconductor Technology
4.1.1. Semiconductor Geometries
4.1.2. Circuit Design
4.1.3. Device Integration
4.2. GPS IC Ecosystem
4.2.1. Semiconductor Design
4.2.2. Semiconductor Manufacturing
4.2.3. Semiconductor Test, Assembly, and Packaging
4.2.4. GPS Chip and Chipset Suppliers
4.2.5. GPS Positioning Software
4.2.6. GPS Module Suppliers
4.2.7. GPS OEM/Device Subsystem Suppliers
4.3. GPS Semiconductor Product Strategies
4.3.1. Modules vs Chipsets
4.3.2. Combination Chipsets
4.3.3. Hosted GPS Architectures
4.3.4. Assisted GPS

Section 5.
GPS IC Market Segment Analysis and Forecasts

5.1. Forecast Methodology
5.2. Consumer Sector
5.2.1. Portable Devices and OEM Modules
5.2.2. GPS IC Requirements - Consumer Devices
5.2.3. GPS ICs - Consumer Sector Forecasts
5.3. Industrial/Professional Sector
5.3.1. Machine Control GPS IC Segment
5.3.2. GPS IC Requirements - Machine Control Segment
5.3.3. Surveying and Mapping GPS IC Segment
5.3.4. Military GPS IC Segment
5.3.5. Timing and Synchronization GPS IC Segment
5.3.6. Commercial Transportation GPS IC Segment
5.3.7. Aviation GPS IC Segment
5.3.8. Marine GPS IC Segment

Section 6.
Profiles of Key Sector Participants

6.1. Air Semiconductor
6.2. Atheros
6.3. Atmel
6.4. Broadcom
6.5. CellGuide, Ltd
6.6. CSR
6.7. eRide
6.8. Fastrax Oy
6.9. Fujitsu
6.10. Infineon
6.11. Maxim
6.12. MediaTek
6.13. NavCom Technology
6.14. NovAtel
6.15. QinetiQ
6.16. Qualcomm
6.17. SiGe Semiconductor
6.18. SiRF
6.19. SkyTraq
6.20. ST-NXP Wireless
6.21. Texas Instruments
6.22. Trimble
6.23. u-blox

Section 7.
Company Directory


Section 8.
Acronyms



Scope of Study
Sources and Methodology
Notes

Tables
  • GPS IC Shipments, World Market, Forecast: 2006 to 2014
  • GPS IC Shipment Revenue, World Market, Forecast: 2006 to 2014
  • GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • GPS IC Shipments by Segment, World Market, Forecast: 2006 to 2014
  • GPS IC Annual ASPs, World Market, Forecast: 2006 to 2014
  • Atheros AR1511 Product Packaging Summary,
  • Manufacturing Business Models of Selected GPS Chipset Suppliers,
  • Foundry Partners of Selected Fabless GPS Semiconductor Suppliers, Listed in Order of Foundry Size (2007 Sales)
  • GPS Semiconductor Post-Fabrication Outsourcing, Important Supply Chain Partners
  • GPS Semiconductor Products with Multiple Radios,
  • Handset Vendor and GPS Chipset Vendor Supply Chain Relationships, December 2008
  • Consumer Sector GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Consumer Sector GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Machine Control Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Machine Control Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Surveying and Mapping Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Surveying and Mapping Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Military Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Military Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Timing and Synchronization Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Timing and Synchronization Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Commercial Transportation Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Commercial Transportation Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Aviation Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Aviation Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Marine Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Marine Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014

Charts
  • GPS IC Shipments World Market, Forecast: 2006 to 2014
  • Portable Consumer Devices - GPS IC Vendor, Market Share, World Market: 2008
  • GPS IC Shipments, World Market, Forecast: 2006 to 2014
  • GPS IC Shipment Revenue, World Market, Forecast: 2006 to 2014
  • GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • GPS IC Shipments - Consumer Market Sector, World Market: 2008
  • GPS IC Shipments - Industrial/Professional Market Sector, World Market: 2008
  • GPS IC Annual ASPs, World Market, Forecast: 2006 to 2014
  • Portable Consumer Devices - GPS IC Vendor Market Share, World Market: 2008
  • Personal Navigation Devices - GPS IC Vendor Market Share, World Market: 2008
  • Handsets - GPS IC Vendor Market Share, World Market: 2008
  • Consumer Sector GPS IC Shipments by Application, World Market, Forecast: 2006 to 2014
  • Consumer Sector GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Industrial/Professional Sector GPS IC Shipments by Segment, World Market, Forecast: 2006 to 2014
  • Industrial/Professional Sector GPS IC Revenue by Segment, World Market, Forecast: 2006 to 2014
  • Machine Control Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Machine Control Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Surveying and Mapping Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Surveying and Mapping Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Military Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Military Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Timing and Synchronization Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Timing and Synchronization Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Commercial Transportation Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Commercial Transportation Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Aviation Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Aviation Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014
  • Marine Segment GPS IC Shipments by Region, World Market, Forecast: 2006 to 2014
  • Marine Segment GPS IC Revenue by Region, World Market, Forecast: 2006 to 2014