Date: 05/02/2012

In-Stat: Mobile SoC semiconductor IC TAM to exceed 3.1 billion devices in 2015

In-Stat has forecasted that the mobile devices such as smartphone, tablet, and notebook will grow at a CAGR of 25.7% through 2015 as compared to 8.7% for the overall mobile market.

"The technology driver of all these smart devices is the mobile technology, because it represents the largest and fastest growing segment of the entire electronics market," says Jim McGregor, Chief Technology Strategist. "Even in PCs, where increasing performance was once the mantra, CPU vendors are now focused on the performance efficiency of mobile computing and using the resulting products to drive advancements in other forms of computing including desktop PCs, servers, and embedded applications. The innovation of the mobile market is being driven by four key factors: richer content, network access for communications and content, increased bandwidth to enable this access, and new technologies. These four factors form a self-sustaining circle of innovation that feeds from and enables each factor."

In-Stat also shared below of its findings on semiconductor chips used in mobiles:
Only 40% of the mobile SoC TAM will use at least one dedicated GPU in 2011. It is important to note that both the number of SoCs using GPUs and the number of GPU cores per SoC is increasing throughout the forecast period.
The mobile SoC TAM will exceed 3.1 billion devices in 2015.
Intel and Imagination lead the GPU market because of their dominance in PCs and smartphones, respectively. Combined, the two are projected to comprise 61.3% of the GPU technology mobile serviceable available market in 2011.
Smartphones will increase from just under 20% of total handsets in 2010 to 43% in 2015.