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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mightylakers who wrote (52599)9/1/2002 7:29:47 PM
From: Eric L  Read Replies (1) of 54805
 
re: The $15 B Wireless Handset Semiconductor Market (IC & Memory Components)

Lakers,

Who is the number one in the wireless IC market for the past year as far as sales concerned?

I previosly responded to this question:

Message 17937058

I trust you are in agreement with the answer? <g>

The market share estimates that follow are broken down by component and they are from a recent (August 29) research report report on Skyworks (SWKS) by WR Hambrecht + Co.:

wrhambrecht.com

I found the graphic on page 3 which shows the Digital & RF sections of the handset with the suppliers of specific components linked in to be petty cool.

>>Handset Semiconductor Components and Marketshare
Baseband ASICs: $ 3.5 Billion Market (Players Share)

TI           42%
Qualcomm     20%
Motorola     12%
Philips      11%
ST Micro      5%
Infineon      5%
Others        5%

Filters: $ 1.8 Billion Market (Players Share)

Epcos         42%
Murata        17%
Fujitsu       11%
Triquint       8%
Matasushita    7%
Toshiba        6%
Others         5%

RF Transceiver: $ 3.2 Billion Market (Players Share)

Motorola      16%
Infineon      12%
Philips        9%
ST Micro       8%
NEC            7%
Fujitsu        6%
Qualcomm       5%

Flash Memory: $ 2.8 Billion Market (Players Share)

Intel         48%
Sharp         14%
AMD           10%
Fujitsu       10%
ST Micro      10%
Atmel          6%

SRAM Memory: $ 1.7 Billion Market (Players Share)

Samsung       30%
NEC            8%
Toshiba        8%
Hitachi        8%
Cypress        8%
Sharp          8%
Mitsubishi     8%
Others        22%

PLL Synthesizers: $ 350 Million Market (Players Share)

National Semi 27%
Philips       26%
Motorola      14%
Fujitsu       13%
Atmel         11%

Power Amplifiers: $ 1.0 Billion Market (Players Share)

RF Micro      25.0%
Hitachi       19.0%
Conexant      15.0%
Motorola      14.0%
Alpha          4.0%
Triquint       4.0%
Philips        4.0%
Anadigics      3.2%
Others        11.8%

Wireless OEM/Air Interface/Major PA Suppliers

Nokia:

GSM  - RFMD, Hitachi, Philips
CDMA - SWKS
TDMA - RFMD

Motorola:

GSM  - Motorols, SWKS
CDMA - RFMD, Celeritek, SWKS
TDMA - Motorola, RFMD, SWKS

Samsung:

GSM  - RFMD, SWKS
CDMA - SWKS


- Eric -
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