Broadcom
Broadcom Breaks Into Top-Five Smartphone Chip Supplier Rankings in Q3 2011
Strategy Analytics released their Q3 2011 global smartphone apps processor market share numbers and based on their estimates, the market grew 59 percent on a year-on-year basis to reach $2.24 billion in Q3 2011.
Qualcomm, Samsung, Texas Instruments (TI), Marvell and Broadcom took the top-five places in unit share terms in Q3 2011.
Broadcom Baseband Customer Ramp Estimates
Goldman Sach’s expects Broadcom’s mobile and wireless segment to remain the company’s most critical growth driver through 2011, and the most critical swing factor for the stock as well. Following a series of recent checks, we believe we now have better visibility on the ramp of Broadcom’s cellular business, and we forecast Broadcom’s baseband revenue [...]
Baseband Market Share by Revenue
Source: Merrill Lynch, BofA, IDC
The exit of Freescale and TI has left the baseband market concentrated around six vendors: Qualcomm, Mediatek, Infineon, Marvell, ST-Ericsson and Broadcom.
While we expect Qualcomm to further consolidate its high market share (through an increased presence at Motorola, share gains at Nokia), we believe that emerging vendors, namely Broadcom and Mediatek [...]
Mobile World Congress (MWC): Observations from Barcelona
Last week the wireless industry met in Barcelona for the annual Mobile World Congress. I had the good fortune to attend the show and my company Sandbridge was an exhibitor.
The big announcement at the show was Nokia’s license to Broadcom of their modem IP. This legitimizes Broadcom’s cellular offerings on top of an already strong [...]