Free newsfeeds and
newsletter trials!
Mobile:
Communications Industry Research
Market Study December 2003
CIR believes that Power Management/Power IC manufacturers face new opportunities as mobile devices such as laptop PCs, PDAs, cell phones, MP3 players, portable CD and DVD players, GPS systems, etc., continue to proliferate. Many of these devices must incorporate sophisticated power-management chips in order to maximize the time that batteries can operate between recharges, minimize charging times and improve the lifetime of the battery itself.
However, while new revenue opportunities in this sector abound, Power IC manufacturers are challenged by the burgeoning changes in mobile-device technology:
- Increasing functionality. The incorporation of new audio, image, video, data input, and wireless capabilities in mobile equipment is leading to new demands and requirements for Power ICs to support these subsystems.
- Faster processors. As processor speeds increase, power-management chips and subsystems must be built to cope with novel electrical environments and to adjust processor speed in line with the needs of portable applications.
- New battery technology. Although the Lithium-ion battery will rule for some years to come, there can be little doubt that batteries based on novel electro-chemistries are already having an impact and are leading to a rethinking of power-management product designs and requirements. In particular, the gradual penetration of miniature fuel cells will radically change the issues with which mobile power management will have to deal in the future.
It is CIR's belief that the Power IC manufacturers that will be most successful in this space will be those that can see through the growing complexity of the mobile-power environment to where the most profitable segments of this business lie. This report is designed to provide a clearer vision of the opportunities in this space, based on an understanding of the new functionalities and technologies that will be contained in the next generation of mobile electronics products and what they will mean for power management. We believe that the only way to carry out this work is to get inside the mind of the customer. As a result, the analysis and forecasting in this report are both carried out from a demand-side perspective:
- This report provides an in-depth analysis of key technology and functionality trends for all the major categories of mobile devices, along with their likely timetables and implications for the Power IC industry.
- In order to root our analysis in a true understanding of customer requirements and market realities, we have carried out an extensive interview program with leading mobile equipment OEMs as well as with Power IC manufacturers themselves.
Power ICs in the Mobile Device Market offers a detailed five-year market forecast—in both volume and value terms—for the main power ICs used in mobile devices, as well as an analysis of the main players in this space.
This report is intended for:
|
at semiconductor firms offering:
|
We also believe that this report will prove invaluable to venture capitalists and other investors carrying out due diligence in this sector.
|
|
PROVISIONAL TABLE OF CONTENTS
Executive Summary
Chapter One: Introduction
Objective
Methodology and information sources
- Scope of report
Mobile devices covered in this report
Plan of Report
Chapter Two: Five Key Trends in Mobile Device Design that Impact Power Management
Trend One: Bigger, better and more power-hungry display technology
Trend Two: More audio, video and graphics systems
Trend Three: Wireless communications everywhere
Trend Four: Improvements and replacements for Lithium-ion batteries;The emergence of fuel cells
Trend Five: Faster processors
Other design/functionality trends in mobile devices impacting power management
Chapter Three: Impact on Power IC/Power Management Requirements
Battery management
Power conversion
Weight, size and heat dissipation
Packaging
Process technologies and substrate materials
- Fabless vs. traditional approaches
ASICs, SOCs and the need for customization
Software Issues
Impact of power-management standards
Chapter Four: The Mobile Power IC Business: Structure and Strategy
Market segmentation, structure and strategies
The trend towards consolidation
Strategies of the top suppliers (Coverage will include the following companies:)
Analog Devices
Fairchild Semiconductor
Infineon
International Rectifier
Intel
Intersil
Linear Tech
Maxim
Microchip Technology
Mitsubishi
Motorola
National Semiconductor
ON Semiconductor
Philips Semiconductor
Semtech
STMicroelectronics
Texas Instruments
Vishay Intertechnology
Others
Where are the opportunities for start-ups?
Interesting start-ups with unique value propositions
Chapter Five: Five-Year Forecasts of Power ICs for the Mobile Device Market
Functionality evolution by mobile device type
Laptop/notebook computers and related devices
PDAs
Cell phones
- Impact of next-generation cellular services
Portable consumer electronics devices
- Portable DVD and CD players
- MP3 players
- Electronics games
- Digital cameras
- GPS systems
- Other
Portable instrumentation and industrial/medical handhelds
Forecasting methodology
Forecast by application
Forecast by device type
Revenue forecast for ASICs and SOCs
Appendix B: List of acronyms used in this report
For full details, please email jeremyk@cmsinfo.com
CMS, P&A House, Alma Road, Chesham, Bucks. HP5 3HB, UK
Tel: +44 (0)1494 771734
Fax: +44 (0)1494 778994
e-mail: jeremyk@cmsinfo.com
Please note: calls to and from CMS may be recorded for quality control and training purposes.
copyright © 2008 all rights reserved
For more information about us, visit CMSinfo.
