- Buyers Guide
Articles by ABI Research
After many years of waiting, 60 GHz technology looks set to emerge from a niche technology to a mass market solution. The main enabler has been the linking of the WiGig Alliance with the Wi-Fi Alliance and the forthcoming ratification of the 802.11ad standard which will encourage more Wi-Fi IC vendors to add 11ad to future tri-band solutions (i.e., 11n / 11ac / 11ad).
ABI Research expects sales of base station processors to grow at 17 percent annually and reach $1.1 billion in 2017 driven by the growth in compact format femto-, pico-, and microcell small cell basestations, which will account for the majority of the processor market in 2017. With macrocells declining at 13 percent per year over the next 5 years, and microcells growing at a modest 7 percent the large growth in picocells and outdoor femtocells will consume the majority of next generation base station processors.
In the recent IMS/VoLTE Competitive Assessment, ABI Research rates Ericsson as the overall leader with respect to innovation and implementation. Ericsson’s large cache of IMS and VoLTE patents, industry leadership in interoperability testing, and market share firmly places them in the top position. Closely at their heels are Alcatel-Lucent and Nokia Siemens Networks, both of whom have strong portfolios, and in some aspects are superior. Alcatel-Lucent and Nokia Siemens Networks hold dominant positions at the most demanding, leading wave LTE IMS deployments, and Nokia Siemens Networks is ahead with virtualization technology. Additionally, the Huawei and ZTE unique propositions are noteworthy.
Despite the hype around the decline of PNDs and the rise of smartphone applications, there is a long-term future for dedicated GPS devices. Total GPS device revenues are forecast to grow from $6.5 billion in 2011 to over $8 billion in 2017. With the exception of PNDs, all device categories grew in 2011, including cycling computers, golf caddies, and recreational devices.
While microwave and millimeter wave high-power vacuum electron devices (VEDs) remain “below the radar” of many industry observers, the total available market (TAM) for this segment is nearly $1 billion in 2012.
Worldwide handset shipments decreased 1.9 percent YoY to 387.3 million units in Q3 2012, according to new data from market intelligence firm ABI Research. Worldwide smartphone shipments increased 32.8 percent YoY to 155.5 million over the same period. Samsung retained the lead position in both handset and smartphone shipments. Underscoring its accomplishment, Samsung shipped more than double the smartphones of second place Apple.
As wireless connectivity attach rates increase in many markets and OEMs continue to push for cost savings, IC vendors such as Broadcom, Qualcomm, TI, Marvell, MediaTek and others, have created integrated wireless connectivity solutions to gain market share. These solutions known as Wireless Connectivity Combo ICs have already seen rapid adoption in smartphones and are now seeing strong usage growth in many other end applications including laptops, flat panel TVs, and automotive infotainment systems.
Wi-Fi protocols have changed significantly over the last two to three years and almost every smartphone shipped this year will offer some form of Wi-Fi capabilities. However, a new Wi-Fi protocol will begin to dominate mobile devices soon. New market intelligence from ABI Research projects the IEEE 802.11ac Wi-Fi protocol will begin to conquer the existing protocols (802.11b, g, and n) in the next two to three years.
ABI Research forecasts that the total value spend of NFC mobile payments will rise from $4 billion in 2012 to $191 billion in 2017, breaking the $100 billion mark in 2016. Mobile payments and more importantly the convergence between payment types - proximity, P2P and online - stored on a single NFC handset will be the initial trigger driving market convergence across a host of other markets, including ticketing, retail, loyalty, and access control.
Cisco remains on the top spot of the enterprise Wireless Local Area Networks (WLAN) equipment market with 36 percent of the world market share followed by ZTE and Aruba based on shipments. Cisco has a dominating presence in North America and European markets, but is increasingly losing ground from close competition from ZTE in APAC, Latin America, and MEA.