Latest on sales of cellular basebands: did early holiday shoppers help?

Written by Janine Love March 12, 2010 Hits: 189 Favorites

0.0 (0)

It seems that hope does spring eternal. Strategy Analytics announced today that cellular baseband revenues and shipments grew in Q3 2009 for the first time since Q3 2008.

In its latest quarterly baseband market share tracker report , the Strategy Analytics Handset Component Technology service revealed that total cellular baseband revenue reached $3.02 billion in Q3 2009, with strong growth coming from GSM/GPRS/EDGE, W-CDMA and CDMA markets. This study also shows that total cellular baseband revenues in 2008 were $11.15 billion and provisionally estimates $11.04 billion for 2009.

But who is left on the field?
According to Strategy Analytics, only a handful of the remaining players have long-term viability and sustainable profitability, "Both Freescale and TI announced their intentions to exit from the cellular baseband market in Q3 2008, leaving about 23 percent of the total W-CDMA baseband revenue market share up for grabs. Qualcomm, ST-Ericsson, MediaTek, Infineon and Broadcom are best positioned to remain long-term players in the cellular baseband market."

The report's author, Stuart Robinson, sees Qualcomm with 38% of revenue, then MediaTek in the number two spot. He sees movement from Broadcom and Infineon as well. Specifically, the company estimates that the cumulative baseband revenue market share of Qualcomm, ST-Ericsson, MediaTek, Infineon and Broadcom rose to 78% in Q3 2009, from 68% in Q3 2008.
For more info, head over to their analyst blog.

User reviews

There are no user reviews for this listing.

To write a review please register or login.

Written by :

Janine Love