Scope of Study

Sources and Methodology

Notes

Section 1
Strategic Overview 

1.1 IC Reflections

1.1.1 Infrastructure IC Forecast

1.2 Supply Chain Politics

1.3 Transformations

Section 2
Cellular Infrastructure 

2.1 Evolution of Cellular Services

2.1.1 Overall Infrastructure Deployments

2.1.2 Overall Infrastructure Shipments

2.2 2.5G/3G Price Structure

2.2.1 Packet-Based Pricing

2.3 3G Spectrum

2.3.1 UWC Proposal

2.3.2 DECT Proposal

2.3.3 Alternatives

2.3.4 Spectrum and Licensing

2.3.5 3G

2.4 Overall Infrastructure Deployments and Shipments by Interface

2.5 Infrastructure Capacity

2.5.1 Deployments by Size: 2001 and 2006

2.5.2 Shipments by Size: 2001 and 2006

2.5.3 Channel Density of Shipments: 2001

2.5.4 Channel Density of Shipments: 2006

2.6 GSM/TDMA

2.6.1 2G Systems: 2001

2.7 GPRS

2.7.1 2.5G Systems: 2001

2.7.2 EDGE

2.7.3 CDMA

2.7.4 1XRTT and 3XRTT

2.7.4.1 1XEV/1XEV-DO/1XEV-DV

2.7.4.2 HDR

2.8 WCDMA

2.8.1 WCDMA Systems: 2001

2.9 Emerging Opportunities for Smart Antennas

2.9.1 Smart Antenna Forecast

Section 3
Architectures Defined and Devices in Progress 

3.1 Overview

3.2 Assumptions Regarding Channel Capacity

3.2.1 Base Station Shipments and Total Dedicated Channels: 2G

3.2.2 Base Station Shipments and Total Dedicated Channels: 2.5G

3.2.3 Base Station Shipments and Total Dedicated Channels: 3G

3.2.4 Total Base Station Shipments and Dedicated Channels

3.3 Software Defined Radios

3.3.1 Receiver Partitioning

3.3.2 Defining the Soft Radio

3.3.3 Drawing Invisible Lines

3.4 Direct Conversion

3.5 Transceiver Costs for Varied Standards

3.5.1 ASPs for 2G Transceiver Components

3.5.2 ASPs for 2.5G Transceiver Components

3.5.3 ASPs for 3G Transceiver Components

3.6 Field Programmable Gate Array Issues

3.7 Digital Signal Processors

3.7.1 Architecture: VLIW and Super Scalar

3.7.2 Modulation

3.8 Neighborhood Rivalry: DSPs/ASICs/FPGAs

3.9 Infrastructure IC Markets

3.9.1 2G Infrastructure IC Markets: 2001

3.9.2 2G Infrastructure IC Markets: 2006

3.9.3 2.5G Infrastructure IC Markets: 2001

3.9.4 2.5G Infrastructure IC Markets: 2006

3.9.5 3G Infrastructure IC Markets: 2001

3.9.6 3G Infrastructure IC Markets: 2006

3.9.7 Total Infrastructure IC Markets: 2001 to 2006

3.10 Unifying Baseband Functions

3.10.1 Chip and Symbol Rate vs. Traditional Channel Card Architecture

3.11 SAW Filters

3.12 Low-Noise Amplifiers

3.13 Phase-Locked Loop

3.14 Codecs

3.15 Memory

3.16 Converters

3.17 Variety of Silicon Processes

Section 4
Market Players and Influences 

4.1 Market Share

4.2 Agere

4.3 Agilent

4.4 Alpha Industries

4.5 Altera

4.6 Anadigics

4.7 Analog Devices

4.8 Celeritek

4.9 Chameleon

4.10 Conexant

4.11 Infineon

4.12 Intel

4.13 Intersil

4.14 Lenslet

4.15 M/A-COM

4.16 Morphics

4.17 Mitsubishi

4.18 Motorola SPS

4.19 National Semiconductor

4.20 NEC/CEL

4.21 Philips Semiconductor

4.22 QUALCOMM

4.23 RF Micro Devices

4.24 Raytheon

4.25 Texas Instruments

4.26 Toshiba

4.27 Triquint

4.28 Vanu

4.29 Watkins-Johnson (fka Samsung)

4.30 Xilink

Tables and Charts 

Infrastructure IC Market Value, World Market: 2001 to 2006

Infrastructure Installed Base, World Market: 2001

Infrastructure Shipments, World Market: 2001

Infrastructure Installed Base Share by Interface, World Market: 2001

Infrastructure Shipment Share by Interface, World Market: 2001

Cellular Infrastructure Installed Base by Size, World Market: 2001

Cellular Infrastructure Installed Base by Size, World Market: 2006

Cellular Infrastructure Shipments by Size, World Market: 2001

Cellular Infrastructure Shipments by Size, World Market: 2006

Infrastructure Shipments by Size and Channel Density, World Market: 2001

Infrastructure Shipments by Size and Channel Density, World Market: 2006

Smart Antenna System Deployment for Cellular Infrastructure, World Market: 2000 to 2006

Infrastructure Shipments by Standard and Channel Density, World Market: 2001

ASPs for Individual 2G Transceiver Components: 2001

ASPs for Individual 2.5G Transceiver Components: 2001

ASPs for Individual 3G Transceiver Components: 2001

2G Infrastructure IC Market Value by Type, World Market: 2001

2G Infrastructure IC Market Value by Type, World Market: 2006

2.5G Infrastructure IC Market Value by Type, World Market: 2001

2.5G Infrastructure IC Market Value by Type, World Market: 2006

3G Infrastructure IC Market Value by Type, World Market: 2001

3G Infrastructure IC Market Value by Type, World Market: 2006

Total Infrastructure IC Market Value by Type, World Market: 2001

Total Infrastructure IC Market Value by Type, World Market: 2006

ICs for Cellular Base Stations by Market Share, World Market: 2001

Appendix A
Company Directory 

Actel Corporation

Advanced Micro Devices Inc

Agere Systems

Agilent Technologies, Communications Components Division

Airnet

Alpha Industries Inc

Altera Corporation

Amtel

Anadigics Inc

Analog Devices Inc

Broadcom

California Eastern Laboratories

Celeritek Inc

Conexant Systems Inc

DSP Communications Inc

e-tenna Corporation

Filtronic Solid State

Fujitsu Compound Semiconductor Inc

Fujitsu Microelectronics Inc, Semiconductor Division

Harris Semiconductor

Hexawave Inc

Hitachi Semiconductor

IBM, Microelectronics Division

IC Works Inc

Infineon Technologies Corporation

Intel Corporation

Intersil

Lattice Semiconductor Corporation

Lenslet

M/A-COM Inc

MicroWave Technology Inc

Mini-Circuits

Mitsubishi Electronic America Inc, Mitsubishi Electronic Device Group

Morphics Technology Inc

Motorola Inc, Semiconductor Products Sector

National Semiconductor Corporation

OKI Semiconductor

Pacific Wireless

Parker Vision

Peregrine Semiconductor Corp

Philips Semiconductors Inc

PrairieComm

Proxim Inc

QUALCOMM Inc, ASIC Products

Raytheon Microelectronics

RF Micro Devices Inc

Richardson Electronics Ltd, Solid State & Components Group

Silicon Laboratories

SiRF Technology

Sony Electronics Inc, Semiconductor Business Division

Stanford Microdevices Inc

STMicroelectronics

Temic Semiconductor GmbH

Texas Instruments Inc

Toshiba Semiconductor Operations

TriQuint Semiconductor Inc

TRW GaAs Telecom Products

Vanu Inc

Watkins-Johnson

Xilinx Inc

Zarlink Semiconductor

Appendix B
Acronym List