Overall worldwide semiconductor revenues will fall by almost 5% in 2012 to just over $200 Billion. 15 of the top 20 semiconductor vendors including Intel, Samsung, Texas Instruments, and STMicroelectronics will see their semiconductor product revenues decline in 2012, compared with 2011. A handful of companies have managed to buck this trend and outperform the overall market and in many cases the continued growth of the smartphone market has been crucial to their success.
“Revenues for platform and wireless connectivity IC used in smartphones grew almost 30% year-on-year from 2011 to 2012 and this has helped companies such as Qualcomm and Broadcom grow in a lackluster year for the overall semiconductor market,” said Peter Cooney semiconductor practice director. “Competition in this market is no doubt fierce but those with a strong market position are very well rewarded.”
Revenue growth will not continue unabated, integration both in platform ICs and connectivity ICs will be a negative factor but with many high profile companies exiting the market there is still a strong potential for revenue growth for the dominant suppliers. 13% revenue growth is expected in 2013 but this will slow to single-figure growth from 2014 onwards.
“In the past few years we have seen many once dominant players leave the mobile handset IC market,” added Cooney. “Freescale and Texas Instruments both exited to focus on more industrial markets and STMicroelectronics recently announced that it will pull out of its joint venture with Ericsson despite increasing design wins for ST-Ericsson’s Thor and NovaThor products. The exit of these high profile players is indicative of the strong competition in the handset IC market, the moves by OEMs such as Samsung and Huawei to vertically integrate shows that competition can only increase.”
These findings are part of ABI Research’s Mobile Device Semiconductors Database.
ABI Research provides in-depth analysis and quantitative forecasting of trends in global connectivity and other emerging technologies. From offices in North America, Europe and Asia, ABI Research’s worldwide team of experts advises thousands of decision makers through 70+ research and advisory services. Est. 1990. For more information visit www.abiresearch.com , or call +1.516.624.2500 .
About ABI Research
ABI Research is a global technology intelligence firm delivering actionable research and strategic guidance to technology leaders, innovators, and decision makers around the world. Our research focuses on the transformative technologies that are dramatically reshaping industries, economies, and workforces today.
ABI Research提供开创性的研究和战略指导，帮助客户了解日新月异的技术。 自1990年以来，我们已与全球数百个领先的技术品牌，尖端公司，具有远见的政府机构以及创新的贸易团体建立了合作关系。 我们帮助客户创造真实的业务成果。
For more information about ABI Research’s services, contact us at +1.516.624.2500 in the Americas, +44.203.326.0140 in Europe, +65.6592.0290 in Asia-Pacific, or visit www.abiresearch.com.
Asia: +65 6950.5670