Broadcom is definitely the one company to watch out for in 2010 in the cellular baseband market. Broadcom is emerging as a tier-1 cellular baseband supplier and currently has both EDGE and 3G design-wins at Samsung and Nokia. We note that together Nokia and Samsung command approximately 60 percent of the handset market. Most recently Broadcom also came up with a low-cost HSPA chip BCM21553 which can help it to score design-wins at other vendors as well.

According to Strategy Analytics' cellular baseband market share estimates, Broadcom's cellular baseband revenue grew 350 % in 2009 as the company scored some high volume handset design-wins at Samsung and also started ramping up at Nokia in the second half of 2009. We believe Broadcom is well positioned to be a tier-1 baseband supplier in 2010 and we expect baseband to be one of the growth drivers for Broadcom in 2010. - Sravan Kundojjala