After the first quarter revenue for 2015, Databeans has restated its forecast for the tablet and smart phone market with an expected increase of 12 percent instead of 10 percent for worldwide revenue. Smart phone semiconductor revenue is driving this growth. This tracker provides forecasts for each type of semiconductor category used in the application markets for smart phones and tablets. Forecasts are provided by region and market share is provided as well for OEMs as well as semiconductor suppliers. OEM spending on semiconductors is also estimated for 2013 and 2014 in this report.
After reaching a high of $59 million in 2014, the semiconductor available market for these two applications is expected to grow by another $10 billion in 2015. Both of these application markets continue to drive demand as consumers around the world continue to replace or upgrade to the latest technology for accessing media. This tracker provides forecasts for each type of semiconductor category used in the application markets for smart phones and tablets. Forecasts are provided by region and market share is provided as well for OEMs as well as semiconductor suppliers. OEM spending on semiconductors is also estimated for 2013 and 2014 in this report.
Leading suppliers of high end smartphones include Samsung, Apple, Huawei, and LG. Databeans estimates that over $35 billion of 2013 worldwide semiconductor revenue was contributed to sales of products used in this high volume application. In 2013 close to a billion smartphones were shipped worldwide and this market is expected to continue to grow at a compound annual growth rate of 19 percent over the next five years. The tablet market is expected to cool off somewhat in 2014 in terms of shipments. Over 200 million tablets were shipped in 2013 which was an increase of 59 percent from 2012. This year Databeans is expecting tablet shipments to increase by 10 percent this year. The opportunity for semiconductor suppliers in the tablet market is expected to reach $13 billion and grow significantly to over $25 billion by 2019. This tracker provides semiconductor revenue and shipment forecasts for products used in smartphone and tablet applications. Forecasts are provided by region and by product type as well as a split by application type. Market share is included for the semiconductor suppliers as well as the OEMs that produce the applications. Estimated spending by each OEM is also included.
Smart phones account for almost 33 percent of mobile phone sales globally, a share that continues to increase as smartphones become more commoditized. Tablet shipments are also growing strong and both applications provide a strong opportunity for semiconductor suppliers. Samsung commands the largest share of semiconductors shipped into both application markets due to success with application processors and memory. Qualcomm is second with chip revenue coming from application processors and RF chipsets. This tracker provides semiconductor revenue forecasts for both application markets by region and by product type. Market share is provided as well as market share for the OEMs and for spending on semiconductors by the OEMs for each application segment.