Boston, MA – December 6, 2010 – Global smartphone applications processor revenues reached $1.84 billion in 1H 2010 showing year-over-year growth of 60 percent as described in the report, “Smartphone Apps Processor Market Share: Qualcomm Ranked Number One in 1H 2010,” from the Strategy Analytics Handset Component Technologies service. This report notes that the battle between the baseband-integrated applications processor vendors and stand-alone applications processor vendors continues to fragment the market, with stand-alone vendors specifically addressing the high-end segment currently.
This Strategy Analytics report notes that Qualcomm led the smartphone applications processor market with 35 percent revenue share in 1H 2010, while Texas Instruments led the market in unit terms with 42 percent share. Qualcomm's success can be attributed to its strong integrated processor portfolio and its early-mover advantage in the Android ecosystem.
According to Stuart Robinson, Director of the Handset Component Technologies service, "Strategy Analytics estimates stand-alone applications processors accounted for just 29 percent of total smartphone applications processor revenue in 1H 2010, a segment dominated by Samsung with 70 percent revenue share and Texas Instruments with 24 percent revenue share. We expect stand-alone applications processor vendors to fight back in 2011 with high-performance dual-core processors which could potentially help increase their value share despite the pressure from integrated processor vendors.”
“Strategy Analytics estimates that Texas Instruments, Qualcomm, Samsung, Marvell, Renesas and ST-Ericsson cumulatively accounted for 98 percent of smartphone applications processor unit shipments in 1H 2010,” commented Sravan Kundojjala, Senior Analyst. “However, we think there is enough room for dynamism in the smartphone applications processor market as new players such as NVIDIA, Intel, Broadcom, and MediaTek are all set to attack the high-growth smartphone market with focussed efforts in 2011.”
Analyst blog: blogs.strategyanalytics.com/stp