Wi-Fi market information and supplier too:
From: Jim Mullens 3/21/2010 3:43:05 PM
of 90402
Mobile Wi Fi Growth Set To Accelerate....................
Snips>>>
+ We believe that these trends will drive the Wi-Fi attach rate to 40% of all handsets in 2014. This attach rate translates to mobile Wi-Fi chip shipments (including combos) of 750 million units in that year, a 28% annual growth rate from 2009. These chips will generate more than $2.4 billion in revenue.
$2,400M / $750M = $3.2 per WiFi chip
+ In handsets, the Wi-Fi functionality is initially delivered as a standalone chip and is gradually moving to a combo connectivity chip. Eventually the Wi-Fi functionality could be integrated with the cellular baseband chip set. We project the standalone Wi-Fi market in handsets to peak in 2012 and than start declining as this technology gets integrated into combo chips.
+ Other vendors that could increase their Wi-Fi market share include ST-Ericsson, Qualcomm, and MediaTek. All of these vendors share a common trait of offering cellular baseband processors as well as all four mobile connectivity technologies. Each of these four vendors can create a handset bundle to effectively block other suppliers of Wi-Fi chips. This strategy represents the biggest threat to the current leaders of mobile Wi-Fi chips.
>>>>>>>>>>>>>>>>>>>>>>>>>
blog.linleygroup.com
FRIDAY, MARCH 12, 2010
Mobile Wi-Fi Growth Set To Accelerate
The market for mobile Wi-Fi is about to move into a new phase of growth driven by user demand for web browsing and peer-to-peer communications. Traditionally, Wi-Fi connectivity is associated with smartphones but not feature phones. Although overall handset shipments in 2009 declined compared to a year earlier, smartphone shipments increased by 17%. This growth was driven by the popularity of smartphones such as RIM’s BlackBerry and Apple’s iPhone. The number of smartphones with Wi-Fi grew an astounding 75% in 2009 as the attach rate of this feature soared.
Wi-Fi is now poised for adoption even in feature phones. Feature phones do not use an open operating system, but many still offer a web browser. The LG Arena is one of the first feature phones to support Wi-Fi for accelerated web browsing, but we expect others to follow suit. Wi-Fi is also required to enable the High Speed mode of Bluetooth 3.0. The new Wi-Fi Direct feature will enable simple peer-to-peer connection with other Wi-Fi devices, further increasing the popularity of that standard.
We believe that these trends will drive the Wi-Fi attach rate to 40% of all handsets in 2014. This attach rate translates to mobile Wi-Fi chip shipments (including combos) of 750 million units in that year, a 28% annual growth rate from 2009. These chips will generate more than $2.4 billion in revenue.
In handsets, the Wi-Fi functionality is initially delivered as a standalone chip and is gradually moving to a combo connectivity chip. Eventually the Wi-Fi functionality could be integrated with the cellular baseband chip set. We project the standalone Wi-Fi market in handsets to peak in 2012 and than start declining as this technology gets integrated into combo chips.
Currently, the leading supplier of Wi-Fi chips is Broadcom, followed by TI, Marvell, and Atheros. Broadcom and TI are also leading suppliers of combo chips and have all of the four major (Bluetooth, FM, Wi-Fi, and GPS) mobile-connectivity technologies in production. TI was the first vendor to sample a four-way combo chip, and we expect Broadcom to follow suit by the end of 2010. Consequently, both of these vendors should maintain leadership positions for mobile Wi-Fi. Atheros and Marvell have significant ongoing Wi-Fi revenue from the Nintendo DSi and Sony PSP, respectively.
Other vendors that could increase their Wi-Fi market share include ST-Ericsson, Qualcomm, and MediaTek. All of these vendors share a common trait of offering cellular baseband processors as well as all four mobile connectivity technologies. Each of these four vendors can create a handset bundle to effectively block other suppliers of Wi-Fi chips. This strategy represents the biggest threat to the current leaders of mobile Wi-Fi chips. --Jag
Jag Bolaria, senior analyst
Additional coverage of this market appears in our recent report A Guide to Mobile Connectivity Chips.
For analysis and news on semiconductors for mobile and wireless, subscribe to our free newsletter, Linley on Mobile
Posted by The Linley Group at 3:04 PM
Labels: Apple, Atheros, Broadcom, chip shipments, combo chip, combo connectivity, growth rate, handset chips, Marvell, MediaTek, mobile wi-fi, Qualcomm, RIM, ST-Ericsson, TI, wi-fi, Wi-Fi Direct
>>>>>>>>>>>>>>>>>
WiFi Market Snip from a prior post
Message 26386567 >>>>>
+ Consumer Electronic (CE) Devices / WiFi Chips
…….…Quietly, Qualcomm has been ramping volume of their two standalone WiFi chips.
……..…..+ WCN 1312- Handsets & Mobile Devices
………....+ WCN 1320- Consumer Electronic Devices
qctconnect.com
“Scheduled for sampling in the second quarter, the WCN1312 chip is expected to be in volume production by the fourth quarter of 2009,”
…….Not mentioned during the ASM, Paul did “indirectly” touch on the WiFi market in his 2010 CES keynote speech.
…… "over a cellular connection, that we’re known for obviously, but we’re also working on other radio technologies and they’re going to connect up these things too. "
The Morgan Stanley report discusses the importance of WiFi as being”…critical to offload stressed carrier 3G network traffic..” It further states that 319 million WiFi chips were sold in 2008, 42% YoY.
Morgan Stanley further discusses the “New Computing Cycle Characteristics” wherein each new cycle expands product demand by a factor of 10. Their chart reflects Mobile Internet device units growing to 10 billion from the prior Desktop Internet cycle of 1 billion units. Devices included in the Mobile Internet category include more than just phones: smartphones, kindle tablet, mp3, cell phone/pda, car electronics, home entertainment, and wireless home appliances.
As to potential WiFi chips sales, they could be huge, with billions of units sold per year with current ASPs ranging for $4 -$8 per WiFi chip.
In should also be noted that QCOM’s new standalone WiFi chips were designed to support 802.11n incorporating many of Q’s innovations (MIMO, etc). 802.11n was recently approved and is most advanced standard which is just now starting to be deployed within the industry as higher volumes of internet capable CE devices begin commercialization.
PDAdb Search on 802p11n devices Yields 14 Devices. Excepting Apple iPad, 4 of the other 8 are Snapdragon enabled. The manufacturer of the WiFi chip cannot be discerned from the PDA database, but since Q’s WiFi chips were to be in volume production during 4Q2009 the likelihood is promising.
Message 26386200
Mqurice |
