Samsung
Apple’s Mobile Share
Apple reached 75% of profit share, nearly 40% of revenue share and 9% of units share.
Two great posts from Asymco here and here.
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.
More than 321 Million Handsets Shipped Globally in 2Q-2010
ABI reports Nokia continued to shed market share, declining to 34.5%
Samsung was #2
LG notched up an increase in share to 9.5%
RIM, with a 3.5% share
Apple with a 2.6% share
Motorola with a 2.6% share
Handset supplier revenue change
Source: BoA, Merrill Lynch
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 [...]
Smartphone OS Strategy
Source: Barclays Capital
Perhaps a better approach to examine rather than trying to ascribe a specific strategic value to WebOS, is to examine the competitive landscape in order to assess which vendors could potentially utilize the asset. In our view, while we cannot shut out the possibility of any leading OEM being interested in Palm, we believe [...]
Smartphone Market by OEM
Source: BofA, Merrill Lynch
From the perspective of unit shipments, last year (trailing twelve months or TTM) shipments of smartphones were 158.9mn, up 6% YoY, a sharp deceleration from the 22% growth in 2008. However we attribute this to the macro weakness.
Nokia slightly lost share, down from 40% in 2008 to 39% in 2009e and down [...]
Samsung Electronics joins IMEC research program on green radios
Leuven, Belgium – May 13, 2009 – Samsung Electronics today signed a Memorandum of Understanding with IMEC to lay down their intent to collaborate on technologies for green radios. The research collaboration topics will include cognitive reconfigurable radio baseband and millimeter-wave wireless communications technologies.
Building on its expertise in software-defined radios that support the major standards for wireless [...]
Samsung Electronics joins IMEC research program on green radios
Leuven, Belgium – May 13, 2009 – Samsung Electronics today signed a Memorandum of Understanding with IMEC to lay down their intent to collaborate on technologies for green radios. The research collaboration topics will include cognitive reconfigurable radio baseband and millimeter-wave wireless communications technologies.
Building on its expertise in software-defined radios that support the major standards for wireless [...]
Sandbridge SDR Selected as ACE/EE Times Insight Award Finalist
Under the category of Most Innovative Mobile Processor, Sandbridge Technologies SB3500 was selected as one of the EE Times Insight Award 2008 finalists.
Here is the full list:
Sandbridge SB3500 Flexible Baseband Processor
Intel 45nm Atom Processor
Qualcomm QSD8650 Mobile Processor (Snapdragon Platform)
Samsung S5L8900B01 Applications Processor
Texas Instruments 65nm OMAP3530 Applications Processor
I wonder if a “productivity factor” can be used [...]
Samsung Partners with Sandbridge to Develop Next-Gen LTE-Capable Platform
Tarrytown, NY, Suwon, S. Korea, February, 16th, 2009 – Sandbridge announced today that Samsung has partnered with Sandbridge to develop LTE capable platform based on Sandbridge cutting-edge technology. Specifically, Samsung will showcase several LTE devices, including the Sandbridge’s platform at the upcoming Mobile World Congress to be held in Barcelona, February 16-19. LTE communication system [...]