Q4 2014 Smart Phone and Tablet Market Tracker

Abstract

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.


Table of Contents

Significant Findings
Table 1.1: Worldwide Semiconductor Revenue Forecast by Product
Table 1.2: Worldwide Smart Phone and Tablet Semiconductor Market Forecast (Revenue, Units, and ASPs)
Table 1.3: Worldwide Smart Phone and Tablet Semiconductor Quarterly Market Forecast (Revenue, Units, and ASPs)
Table 1.4: Worldwide Smart Phone and Tablet Semiconductor Revenue Forecast by Segment
Table 1.5: Worldwide Smart Phone Semiconductor Market Forecast (Revenue, Units, and ASPs)
Table 1.6: Worldwide Smart Phone Semiconductor Quarterly Market Forecast (Revenue, Units, and ASPs)
Table 1.7: Worldwide Tablet Semiconductor Market Forecast (Revenue, Units, and ASPs)
Table 1.8: Worldwide Tablet Semiconductor Quarterly Market Forecast (Revenue, Units, and ASPs)

Regional Forecast
Table 2.1: Worldwide Smart Phone and Tablet Semiconductor Revenue Forecast by Region
Table 2.2: Worldwide Smart Phone Semiconductor Revenue Forecast by Region
Table 2.3: Worldwide Tablet Semiconductor Revenue Forecast by Region

Application Consumption Analysis
Table 3.1: Worldwide Computing and Communications Semiconductor Revenue Forecast by Segment
Table 3.2: Worldwide Computing and Communications Equipment Revenue Forecast by Segment
Table 3.3: Worldwide Computing and Communications Equipment Shipment Forecast by Segment

Smart Phone Market

Table 4.1: Worldwide Smart Phone Semiconductor Revenue Forecast by Product Type
Table 4.2: Worldwide Smart Phone Semiconductor Shipment Forecast by Product Type
Table 4.3: Worldwide Smart Phone Revenue Forecast by Product Type
Table 4.4: Worldwide Smart Phone Shipment Forecast by Product Type

Tablet Market
Table 5.1: Worldwide Tablet Semiconductor Revenue Forecast by Product Type
Table 5.2: Worldwide Tablet Semiconductor Shipment Forecast by Product Type
Table 5.3: Worldwide Tablet Revenue Forecast by Product Type
Table 5.4: Worldwide Tablet Shipment Forecast by Product Type

Product Forecast
Table 6.1: Worldwide Smart Phone and Tablet Semiconductor Revenue Forecast by Product Type
Table 6.2: Worldwide Smart Phone and Tablet Semiconductor Shipment Forecast by Product Type
Table 6.3: Worldwide Smart Phone and Tablet Discretes Market Forecast (Revenue, Units, and ASPs)
Table 6.4: Worldwide Smart Phone Discretes Market Forecast (Revenue, Units, and ASPs)
Table 6.5: Worldwide Tablet Discretes Market Forecast (Revenue, Units, and ASPs)
Table 6.6: Worldwide Tablet Rectifier Market Forecast (Revenue, Units, and ASPs)
Table 6.7: Worldwide Tablet Diodes Market Forecast (Revenue, Units, and ASPs)
Table 6.8: Worldwide Tablet Power Transistors Market Forecast (Revenue, Units, and ASPs)
Table 6.9: Worldwide Smart Phone and Tablet Optoelectronics Market Forecast (Revenue, Units, and ASPs)
Table 6.10: Worldwide Smart Phone Optoelectronics Market Forecast (Revenue, Units, and ASPs)
Table 6.11: Worldwide Tablet Optoelectronics Market Forecast (Revenue, Units, and ASPs)
Table 6.12: Worldwide Tablet Image Sensors Market Forecast (Revenue, Units, and ASPs)
Table 6.13: Worldwide Tablet LED Market Forecast (Revenue, Units, and ASPs)
Table 6.14: Worldwide Smart Phone and Tablet Sensors Market Forecast (Revenue, Units, and ASPs)
Table 6.15: Worldwide Smart Phone Sensors Market Forecast (Revenue, Units, and ASPs)
Table 6.16: Worldwide Tablet Sensors Market Forecast (Revenue, Units, and ASPs)
Table 6.17: Worldwide Tablet XL/Compass Market Forecast (Revenue, Units, and ASPs)
Table 6.18: Worldwide Tablet ALS Market Forecast (Revenue, Units, and ASPs)
Table 6.19: Worldwide Smart Phone and Tablet Analog Market Forecast (Revenue, Units, and ASPs)
Table 6.20: Worldwide Smart Phone Analog Market Forecast (Revenue, Units, and ASPs)
Table 6.21: Worldwide Tablet Analog Market Forecast (Revenue, Units, and ASPs)
Table 6.22: Worldwide Smart Phone RF Power Amplifier Market Forecast (Revenue, Units, and ASPs)
Table 6.23: Worldwide Smart Phone RF Transceiver Market Forecast (Revenue, Units, and ASPs)
Table 6.24: Worldwide Smart Phone Short Range Wireless Market Forecast (Revenue, Units, and ASPs)
Table 6.25: Worldwide Smart Phone Other RF Market Forecast (Revenue, Units, and ASPs)
Table 6.26: Worldwide Smart Phone Other Analog Market Forecast (Revenue, Units, and ASPs)
Table 6.27: Worldwide Tablet RF Power Amplifier Market Forecast (Revenue, Units, and ASPs)
Table 6.28: Worldwide Tablet RF Transceiver Market Forecast (Revenue, Units, and ASPs)
Table 6.29: Worldwide Tablet Short Range Wireless Market Forecast (Revenue, Units, and ASPs)
Table 6.30: Worldwide Tablet Audio Power Amplifier Market Forecast (Revenue, Units, and ASPs)
Table 6.31: Worldwide Tablet Power Management Market Forecast (Revenue, Units, and ASPs)
Table 6.32: Worldwide Tablet Interface Market Forecast (Revenue, Units, and ASPs)
Table 6.33: Worldwide Tablet Analog Switch Market Forecast (Revenue, Units, and ASPs)
Table 6.34: Worldwide Smart Phone and Tablet Logic Market Forecast (Revenue, Units, and ASPs)
Table 6.35: Worldwide Smart Phone Logic Market Forecast (Revenue, Units, and ASPs)
Table 6.36: Worldwide Tablet Logic Market Forecast (Revenue, Units, and ASPs)
Table 6.37: Worldwide Smart Phone and Tablet DSP Market Forecast (Revenue, Units, and ASPs)
Table 6.38: Worldwide Smart Phone DSP Market Forecast (Revenue, Units, and ASPs)
Table 6.39: Worldwide Tablet DSP Market Forecast (Revenue, Units, and ASPs)
Table 6.40: Worldwide Smart Phone and Tablet Processor Market Forecast (Revenue, Units, and ASPs)
Table 6.41: Worldwide Smart Phone Processor Market Forecast (Revenue, Units, and ASPs)
Table 6.42: Worldwide Tablet Processor Market Forecast (Revenue, Units, and ASPs)
Table 6.43: Worldwide Smart Phone and Tablet MCU Market Forecast (Revenue, Units, and ASPs)
Table 6.44: Worldwide Smart Phone MCU Market Forecast (Revenue, Units, and ASPs)
Table 6.45: Worldwide Tablet MCU Market Forecast (Revenue, Units, and ASPs)
Table 6.46: Worldwide Smart Phone and Tablet Memory Market Forecast (Revenue, Units, and ASPs)
Table 6.47: Worldwide Smart Phone Memory Market Forecast (Revenue, Units, and ASPs)
Table 6.48: Worldwide Tablet Memory Market Forecast (Revenue, Units, and ASPs)
Table 6.49: Worldwide Smart Phone DRAM Market Forecast (Revenue, Units, and ASPs)
Table 6.50: Worldwide Smart Phone FLASH Market Forecast (Revenue, Units, and ASPs)
Table 6.51: Worldwide Tablet DRAM Market Forecast (Revenue, Units, and ASPs)
Table 6.52: Worldwide Tablet FLASH Market Forecast (Revenue, Units, and ASPs)

Supplier Market Share

Table 7.1: 2013 and 2012 Worldwide Smart Phone Semiconductor Revenue Share by Supplier
Table 7.2: 2013 and 2012 Worldwide Tablet Semiconductor Revenue Share by Supplier
Table 7.3: 2013 and 2012 Worldwide Smart Phone Revenue Share by OEM
Table 7.4: 2013 and 2012 Worldwide Tablet Revenue Share by OEM
Table 7.5: 2013 and 2012 Worldwide Smart Phone Semiconductor Spend by OEM
Table 7.6: 2013 and 2012 Worldwide Tablet Semiconductor Spend by OEM

Methodology