Competition for High-Growth Mobile Chip Market Escalating This Year

The battle for the fast-growing mobile semiconductor market will intensify in late 2009 with the introduction of new processors from each camp–ARM and x86, reports In-Stat Intel will introduce processors that will finally reduce the power consumption of the x86 architecture to acceptable levels for smartphones and other mobile devices. Shortly after, many in the competing ARM camp, including Freescale, TI, and Samsung, will essentially be scaling up performance with multi-core processors that maintain similar power levels to existing single-core products.

While both will offer competitive solutions, In-Stat does not anticipate quick changes in the current market mix; the x86 architecture dominates the computing applications and the ARM architecture dominates cellular devicest. Mini-notebooks will be the primary battle ground as the market starts seeing some crossover in 2011. However, both architectures are likely to co-exist as devices become more focused in features and usage models.

Recent research by In-Stat found the following:

  • The Total Available Market (TAM) for merchant market mobile processors is projected to grow 22.3% through 2013.

  • Integration of additional cores, graphics/multimedia, I/O, and baseband functionality will continue, particularly in handheld applications.  Among smartphones, for example, 87% will feature mobile processors with integrated baseband functionality by 2013.

  • The estimated value of the processing, graphics/multimedia, and baseband functions will all increase at double digit growth rates over the next few years.

This Market Alert is drawn from the In-Stat research,   Mobile Processor Review (#IN0904447SI), which covers the worldwide market for mobile merchant market processors, including CPUs, applications processors, and baseband processors. It includes:

  • Forecasts of TAM mobile processors by application, and market value TAM of silicon functions in mobile devices, through 2013.
  • Processor and vendor profiles of: Anyka, AMD, Broadcom, Chipnuts, Freescale, Intel, Jade Chip, Marvell, MtekVision, NVIDIA, Pollux, Qualcomm, Renesas, Samsung, Texas Instruments, VIA Technologies, and Vimicro.
  • Examination of the competing architectures and integration trends for multiple cores, graphics, I/O, and baseband functionality.
For more information on this research, please visit: or contact a sales representative:

The price is $3,495 (US).

This research is part of In-Stat's Mobile Technology service, which analyzes the technologies that are enabling and changing the next generation of mobile devices, including processors, graphics, modems, GPS, displays, memory, storage, and human interfaces.

Related In-Stat research:

The research above is part of a group of three reports focused on the critical elements of mobile devices. The reports include:

  • Mobile Processor Review (#IN0904447SI)
  • Mobile Graphics/Multimedia Review (#IN0904446SI)
  • Mobile Baseband Review (#IN0904449SI)
Please note that the release of the reports is staggered.

More Information on this Research

Sign up to receive email Market Alerts on this, and related topic