[semi theater] mobile market soc opportunities

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Jon Peddie Research 1

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Dr. Jon Peddie, President, Jon Peddie Research There are ten adjacent markets that low-power SoC providers can participate in ranging from smart phones and tablets to digital picture frames and navigation systems. This presentation will discuss some of those opportunities, identify the key players, and discuss the barriers to entry. Presented at the SEMI Theater at SEMICON WEST on July 14, 2010.

TRANSCRIPT

Page 1: [SEMI Theater] Mobile market SoC Opportunities

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Jon Peddie Research

Jon Peddie Jon Peddie ResearchResearch

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Agenda - a bunch of overviewsAgenda Agenda -- a bunch of overviewsa bunch of overviews

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The Mobile Market OverallThe Mobile Market OverallThe Mobile Market Overall

A few definitions: Two types of phones: Smart, and all others Smartphones use open APIs & MM SoCs Mobile devices run on batteries The mobile devices in this presentation DO

NOT use Microsoft Windows – they are not PCs

Other stuff I’ll think of later…

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The Mobile Market OverallThe Mobile Market OverallThe Mobile Market Overall

BILLIONS of thingies get suppliers excited…

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The Suppliers( There’s a lot… )

The SuppliersThe Suppliers( There( There’’s a lots a lot…… ))

Main Suppliers Others Broadcom Freescale Intel Marvell NEC Nvidia Qualcomm Renesas Samsung ST-Ericsson Telechips TI Zoran

Anyka MediaTek Mtekvision Sigma Design NetLogic. Wondermedia/VIA

IP Providers ARC/Virage/Synopsys ARM DMP Imagination Technologies MIPS Takumi Vivante

Multimedia Processor

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The Sub or Adjacent MarketsThe Sub or Adjacent MarketsThe Sub or Adjacent Markets

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The Sub or Adjacent MarketsThe Sub or Adjacent MarketsThe Sub or Adjacent Markets

Page 9: [SEMI Theater] Mobile market SoC Opportunities

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hJust in caseJust in caseJust in case

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Comments on Future Architectures

Comments on Future Comments on Future ArchitecturesArchitectures

One size does not fit all (e.g., Freescale, TI, Renesas) – or does it?

Ebooks, DAB, DPF, DSC, don’t need 3D acceleration - HH GC, PND, SP, do

Will 4G LTE be the only radio we need –and what about wideband programmable radios?

Seeing double – where will S3D be employed?

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Thank youThank youThank you

[email protected]

Chasing pixels – finding gems

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Industrial Development Bureau (IDB) of the Ministry of Economic Affairs (MOEA) approved NT$2 billion (US$66 million) 2009 to promote development of the e-publishing industry