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Q3 2009 Cellular Baseband Market Review

by Sravan Kundojjala | Mar 09, 2010

The handset chip market has gone through some rapid changes over the past 3 years and only a handful of the remaining players have long-term viability and sustainable profitability. We estimate that the total cellular baseband revenues in 2008 were $11.15 billion and $11.04 billion in 2009 (provisional).

Some of the highlights of Strategy Analytics' Quarterly Baseband Share Tracker for Q3 2009,

* Qualcomm was the market leader with 38 % revenue share and 19 % unit share;

* MediaTek was second only to Qualcomm in terms of unit and revenue share;

* Broadcom and Infineon are improving market share and expanding at their respective key customers. We estimate Broadcom's cellular baseband revenues grew 350 % in 2009. However, Broadcom is still a minor player in the cellular baseband market but is expected to be an important player in 2010;

* ST-Ericsson ranked fourth with close to 10 % baseband revenue market share;

* Texas Instruments' baseband revenues were down almost 33 % on a Y-o-Y basis in Q3 2009.

Q3 2009 Cellular Baseband Processor Market Volume and Value Share

With Texas Instruments and Freescale exiting from the cellular baseband market, Strategy Analytics believes that Qualcomm, ST-Ericsson, MediaTek, Infineon and Broadcom are well positioned to remain long-term players. However, new entrants are likely to appear as demand increases for LTE and TD-SCDMA chips.

- Sravan Kundojjala

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