Consumer Electronic Processors: Strategic Assessment of Key Trends & Market Drivers thru 2025 

Published by: The Diffusion Group (TDG Research)

Published: Jun. 1, 2006 - 93 Pages

Table of Contents

1.0 Introduction

1.1 The Context of Change

1.2 Purpose & Structure of This Report

1.3 Methodology

1.4 Terminology

2.0 Background

3.0 Market Drivers: Bread & Games

3.1 Applications

3.1.1 Consumer PC Applications

3.1.2 Consumer Electronics Applications

3.1.3 Mobile and Portable Devices

3.1.4 Other Devices and Applications

3.2 Specific Requirements

3.2.1 Power Consumption

3.2.2 An Explosion in Functionality

3.2.3 Price and Performance Trade-Offs

3.2.4 Performance Intensive Applications

4.0 System Architectures

4.1 SoC Integration

4.1.1 DVD Player SoC

4.1.2 Wireless LAN Router SoC

4.1.3 Multi-Processor SoC

4.1.4 Architectural Trends - An Analysis

4.2 Trade-Offs between Fixed & Programmable Cores

4.3 Hardware and Software Stacks

5.0 Business Organizations

5.1 The CE ‘Food Chain’

5.2 The Distribution of Revenues and Profits

5.2.1 The Set Top Box - An Example

5.2.2 The Consumer PC - An Example

5.2.3 Financial Distribution Trends

5.3 ‘Workload’ and Geography

5.3.1 IC Design and Manufacturing

5.3.2 CE Manufacturing

5.3.3 OEMs

6.0 Examples of Corporate Strategies

6.1 Texas Instruments

6.1.1 SoC Architecture

6.1.2 System Support

6.1.3 Business Strategy

6.2 ST Microelectronics

6.2.1 SoC Architecture

6.2.2 System Support

6.2.3 Business Strategy

6.3 Intel

6.3.1 SoC Architecture

6.3.2 Business Strategy

6.3.3 Potential Obstacles

7.0 Summary and Forecasts

7.1 A Very Brief History of Semiconductor Sales

7.2 Specific SoC Forecast Assumptions

7.2.1 Factors Influencing the SoC Market

7.2.2 Other Assumptions

7.2.3 Worldwide Semiconductor Sales Forecasts

7.3 Consumer PC IC Forecasts

7.3.1 PC Sales and Revenue History

7.3.2 PC Sales and Revenue Forecasts

7.4 CE SoC Forecasts

7.4.1 Annual Unit Shipments thru 2025

7.4.2 Annual Revenue thru 2025

7.4.3 Average Sales Prices

7.5 Mobile Phones - A Case Study in CE IC Evolution

7.5.1 Mobile Phone Sales and Revenue History

7.5.2 Mobile Phone Sales and Revenue Forecast

7.5.3 The Irreversible Affects of Aging - Market Maturity & Strategic Positioning

List of Figures

Figure 1 Timeline for IC Integration

Figure 2 Timeline for Consumer PC Applications

Figure 3 Intel Processors: Tabulated Timeline

Figure 4 Intel Processor Complexity Timeline

Figure 5 Timeline for CE Applications

Figure 6 Timeline for Mobile Applications

Figure 7 TI OMAP for Mobile Markets

Figure 8 Game Device Milestones

Figure 9 Power Density - x86 Evolution and Extrapolation

Figure 10 Smartphone Battery Life with Different Application Loads

Figure 11 Cell Phone System Comparison: 1998 to 2005

Figure 12 STB System Comparison: 1990s to 2006

Figure 13 MPEG2 vs. H.264, approximate decoding requirements

Figure 14 Game Consoles’ Computing Power

Figure 15 DVD SoC Example

Figure 16 Wireless LAN Router SoC Example

Figure 17 Multi-Processor SoC Example

Figure 18 Application Maturity and Fixed/Programmable Comparison

Figure 19 Fixed vs. Programmable Silicon Cost Structure

Figure 20 Generalized SoC Stack

Figure 21 System Stack Value Distribution

Figure 22 Consumer Electronic ‘Food Chain’

Figure 23 Inter-Segment Dynamics of the CE Market

Figure 24 TI’s DaVinci SoC Architecture

Figure 25 STM’s STi5514 Architecture

Figure 26 SoC Architectural Elements

Figure 27 Semiconductor Sales History

Figure 28 Expected SoC Application Drivers Over Time

Figure 29 IC Requirements for Various Application Drivers

Figure 30 Worldwide Semiconductor Sales Forecast thru 2025

Figure 31 Annual PC Unit Sales 1990-2005

Figure 32 Annual PC Sales Revenues 1990-2005

Figure 33 PC Unit Sales Forecast to 2025

Figure 34 PC Revenues Forecast to 2025

Figure 35 CE SoC Unit Sales: 2005 - 2011

Figure 36 CE SoC Unit Sales: 2012 - 2025

Figure 37 CE SoC Annual Revenue: 2005 - 2011

Figure 38 CE SoC Revenue: 2012 - 2025

Figure 39 CE SoC Average Sales Price 2005 - 2011

Figure 40 CE SoC Average Sales Price 2012 - 2025

Figure 41 Worldwide Digital Mobile Phones Sales 1997-2005

Figure 42 Digital Mobile Phones Forecast 2006-2025

Figure 43 Shifting IC Business Structure Dynamics to 2025

Abstract

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