Forward Concepts has announced the publication of its newest in-depth annual study of the worldwide cellular handset and tablet market and virtually all of the chips that go into them. The extensive (654-page) study, “Cellular Handset & Tablet Chip Markets '12,” gauges the performance of the top 30 handset vendors, cellular-enabled tablet vendors and ranks their 2011 annual growths and market shares.
Mobile handset semiconductors, including processors, RF, power management, and wireless connectivity, grew to more than $30 billion in 2011. The worldwide market generated more than $120 billion in revenue over the last five years and will generate more than $170 billion during the next five years.
The market for RFID transponders, readers, software, and services will generate $70.5 billion from 2012 to the end of 2017. The market was boosted by a growth of $900 million in 2011 and the market is expected to grow 20% YOY per annum. Government, retail, and transportation and logistics have been identified as the most valuable sectors, accounting for 60% of accumulated revenue over the next five years.
Mobile device semiconductors were one of the few bright spots in a chipset market that stalled in 2011. Revenue from chipsets designed for mobile devices increased by more than 20 percent to $35 billion, while the total semiconductor market limped out of 2011 with just 2 percent year-on-year growth.
Smartphone shipments to emerging markets will drive growth in the worldwide smartphone market in the years ahead. According to the latest smartphone forecast from the International Data Corp. (IDC) Worldwide Quarterly Mobile Phone Tracker, China will become the leading country-level market for smartphone shipments in 2012, moving ahead of the current leader, the United States. Looking ahead to 2016, two additional emerging markets, India and Brazil, will enter the top five country markets for smartphone shipments.
"As the festive cheer of the holiday season dies away, the mood among handset vendors remains quietly confident regarding 2012," observes Jake Saunders, Vice President of Forecasting. "The outlook will yield growth in the order of 8%, netting 1.67 billion handsets shipped worldwide by the end of 2012.