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Table of Contents
Scope of Study
Sources and Methodology
Notes
Section 1
Executive Summary
Section 2
Cellular/PCS Telephony: In Stages 
2.1 Cellular/PCS Background
2.1.1 Personal Communications Services
2.1.2 Cellular/PCS System Overview
2.2 2G Technologies
2.2.1 Advanced Mobile Phone Service
2.2.1.1 Digital AMPS
2.2.2 Time-Division Multiple Access
2.2.3 Code-Division Multiple Access
2.2.4 Global System for Mobile Communications
2.3 2G Handset Shipment Forecasts
2.3.1 TDMA Handset Shipment Forecasts
2.3.2 GSM Handset Shipment Forecasts
2.3.3 AMPS Handset Shipment Forecasts
2.3.4 CDMA Handset Shipment Forecasts
2.4 2G Subscriber Forecasts
2.4.1 TDMA Subscriber Forecasts
2.4.2 GSM Subscriber Forecasts
2.4.3 AMPS Subscriber Forecasts
2.4.4 CDMA Subscriber Forecasts
2.5 Cellular/PCS Uses
2.5.1 Voice
2.5.2 Short Messaging Service
2.5.3 Wireless Application Protocol
2.5.4 Data/Voice Terminals
2.6 Next Generations of Cellular Services
2.6.1 Network Delays
2.6.2 GSM/TDMA Path to 2.5G and 3G
2.6.3 General Packet Radio Services
2.6.3.1 GPRS Subscribers
2.6.4 EDGE
2.6.4.1 EDGE Subscribers
2.6.5 CDMA
2.6.5.1 1X and 3X
2.6.5.2 1XHDR
2.6.5.3 1xEV
2.6.5.4 IXRTT Subscribers
2.7 2.5G and 3G Handset Shipment Forecasts
2.7.1 GPRS Handset Shipment Forecasts
2.7.2 CDMA 1XRTT Handset Shipment Forecasts
2.7.3 EDGE Handset Shipment Forecasts
2.7.4 WCDMA Handset Shipment Forecasts
2.8 Third-Generation Cellular: 3G
2.8.1 3G Spectrum and Licensing
2.8.2 3G Standards
2.8.3 WCDMA
2.8.4 UWC Proposal
2.8.5 3G as a Broadband Access Platform
2.8.6 Service Providers
2.8.7 Wireless Handset Market Share
2.9 Truncated and Actual Wireless Internet Access
2.9.1 HDML/SMS/WML
Section 3
ICs for Cellular Subscriber Units 
3.1 Background
3.2 Market Size
3.3 Reference Points
3.3.1 IC Content
3.3.1.1 2G IC Market Value Forecasts
3.3.1.2 2.5 and 3G IC Market Value Forecasts
3.3.1.2.1 GPRS/EDGE, 1XRTT/3XRTT, W-CDMA
3.3.1.2.2 W-CDMA
3.3.2 Dollar Content per Phone
3.4 Price Partitioning
3.4.1 2G Prices per Functional Section
3.4.2 1XRTT and GPRS Prices per Functional Section
3.4.3 W-CDMA Prices per Functional Section
3.4.4 Price Forecasts per Functional Section
3.4.5 2G/2.5G/3G Market Forecasts According to Functional Section
3.5 Level of Solution
3.5.1 Single-Mode Analog
3.5.2 Systematic Solutions
3.6 The Migration
3.7 The Demise of Discretes
3.7.1 SAW Filters
3.7.2 Low-Noise Amplifiers
3.7.3 Power Amplifiers
3.7.4 Single-Source Power Amplifiers
3.7.5 Phase-Locked Loops
3.7.6 Analog-to-Digital Potential
3.7.7 Codecs
3.7.8 Digital Signal Processors
3.8 Battle for the Baseband
3.9 Software Radios
3.10 Processing at the Basic Level
3.10.1 MIPS Multiplied
3.11 Responding to Power Consumption
3.11.1 Power Management Units
3.11.2 Transmit Power
3.12 Memory
3.13 Aesthetics on Demand
3.14 Evolution of Suppliers
3.15 Requests from on High
3.16 A Moving Market
3.17 Market Share
3.18 Suppliers
3.18.1 Agilent
3.18.2 Alpha Semiconductor
3.18.3 Anadigics
3.18.4 Analog Devices Inc
3.18.5 Conexant
3.18.6 Infineon
3.18.7 Intel
3.18.7.1 DSP Communications/Intel
3.18.8 M/A-COM
3.18.9 Mitsubishi
3.18.10 Motorola SPS
3.18.11 National Semiconductor
3.18.12 NEC/CEL
3.18.13 Parker Vision
3.18.14 Philips
3.18.15 Prairiecomm
3.18.16 Qualcomm
3.18.17 Raytheon
3.18.18 RF Micro Devices
3.18.19 Texas Instruments
3.18.20 Toshiba
3.18.21 Triquint
3.18.23 Watkins-Johnson (FKA Samsung)
3.18.24 ZarLink (FKA Mitel)
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Section 4
Forms and Levels of Integration 
4.1 The Integration Mindset
4.2 Processes
4.3 CIC Market by Semiconductor Process
4.3.1 Silicon Sub Processes
4.3.2 GaAs Subprocesses
4.3.2.1 The Influence of GaAs
4.3.3 Silicon Germanium
4.3.3.1 The Strength of SiGe
4.4 Direct-Conversion Receivers
4.5 Modules
4.5.1 Multichip Modules
4.5.2 Power Modules
4.6 Frequency and Function
4.7 Subfunction
4.8 RF
4.8.1 RF IC Market Value Forecasts
4.9 IF
4.9.1 IF IC Market Value Forecasts
4.10 Baseband
4.10.1 Baseband IC Market Value Forecasts
4.11 Partitioning
4.12 Complete IC Solutions
4.13 Singular ASICs
4.14 Building-Block ICs
4.15 Systems Solutions Cost
4.16 Dollar Content for 3G and Other Data Enhanced Devices
4.17 Performance Required for 3G
4.17.1 Processing Power
4.17.2 3G Form Factors
4.17.3 Global Positioning Systems and Bluetooth
4.18 Interpreting the Warning Signs
Appendix A
Company Directory 
Advanced Micro Devices Inc (AMD)
Agere Systems
Agilent Technologies, Communications Components Division
Alpha Industries Inc
Anadigics Inc
Analog Devices Inc (ADI)
Broadcom
California Eastern Laboratories (CEL)
Celeritek Inc
Conexant Systems Inc
DSP Communications Inc
e-tenna Corp
Filtronic Solid State
Fujitsu Compound Semiconductor Inc (FCSI)
Fujitsu Microelectronics Inc, Semiconductor Division
Harris Semiconductor
Hexawave Inc
Hitachi Semiconductor
IBM Microelectronics Division
IC Works Inc
Infineon Technologies Corp
Intel Corp
Lucent Technologies Inc, Microelectronics Group
M/A-COM Inc
MicroWave Technology Inc (MWT)
Mini-Circuits
Mitsubishi Electronic America Inc, Mitsubishi Electronic Device Group
Motorola Inc, Semiconductor Products Sector
National Semiconductor Corp
OKI Semiconductor
Pacific Wireless
Parker Vision
Peregrine Semiconductor Corp
Peregrine Semiconductor Corp
Philips Semiconductors Inc
PrairieComm
Proxim Inc
Qualcomm Incorporated, ASIC Products
Raytheon Microelectronics
RF Micro Devices Inc (RFMD)
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
WJ Communications
Zarlink Semiconductor
Appendix B
Acronym List
Tables and Charts 
ICs for Cellular/PCS/3G Phones, World Market: 2001 to 2006
Cellular IC Total Market by Standard, World Market: 2001 and 2006
Total Handsets Shipped by Classification: 2 / 2.5 / 3G, World Market: 2000 to 2006
Total Handsets by Type, World Market: 2001
Total Handsets by Type, World Market: 2006
Total Mobile Wireless Subscribers, World Market: 2000 to 2006
Mobile Subscribers By Air Interface, World Market: 2001
Subscribers by Air Interface, World Market: 2006
Cellular/PCS Handset Vendors, Global Market Share by Handsets Shipped: 2000
Average Cellular IC Content by Standard, World Market: 2001 to 2006
IC Total Content Value In Cellular/PCS/2.5G/3G Phones, World Market: 2001 to 2006
IC Market by Handset Type, World Market: 2001
IC Market by Handset Type, World Market: 2006
Cellular IC Content of Functional Sections by Standard, World Market: 2001
Cellular IC Content of Functional Sections by Standard, World Market: 2006
Total Cellular IC Market, Breakdown by Standard and Respective IC Content, World Market: 2001
Total Cellular IC Market, Breakdown by Standard and Respective IC Content, World Market: 2006
2G Cellular IC Market Value by Functional Section,World Market: 2001
GPRS/1XRTT Cellular IC Market Value by Functional Section,World Market: 2001
W-CDMA Cellular IC Market Value by Functional Section,World Market: 2001
ICs for Cellular/PCS Handsets by Market Share, World Market, 2001
Cellular IC Market Value by Semiconductor, World Market: 2001
ICs for Cellular/PCS Handsets by Sub Process, World Market: 2001
Silicon ICs for Cellular/PCS Handsets by Process, World Market: 2001
GaAs ICs for Cellular/PCS Handsets by Process, World Market: 2001
Cellular IC Market Value by Functional Section, World Market: 2001
Cellular IC Market Value by Functional Section, World Market: 2006
Key RF Cellular Sub-Components, World Market: 2001
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