Press Release

EDITOR’S NOTE: Excerpts from JPR Market Watch are available on request.

Most mobile SoCs GPUs shipped by Qualcomm in first half

Apple holds steady, MediaTek and Samsung highest growth

TIBURON, CA, October 25, 2012-Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated mobile devices graphics chip shipments and suppliers' market share for first half of 2012.

We found that shipments of GPUs in mobile devices (tablets and smart phones) during the first half of 2012 had a growth year to year (1h'11 to 1h'12) of 69.4%. Samsung's sales surged in the first half giving them the highest CAGR for the year (179%), followed by Qualcomm (39%), which was already enjoying high shipment rates. MediaTek (included under "Others" for this report but we will break them out by name in our next report on mobile devices) had a phenomenal 966% growth year to year (starting from a very low base).

In terms of market share change, Apple held pretty even. Samsung and Others grew as shown in Table 1.

Table 1: Shipments from 1H'11 to 1H'12 for mobile device GPU suppliers
Change
Apple 70.0%
Nvidia 36.6%
Qualcomm 39.0%
Samsung 179.4%
TI -31.6%
Others 493.5%

Other suppliers in the market include Broadcom, Freescale, Intel, Marvell, MediaTek, Rockchip, ST-Ericsson, and WonderMedia.

Figure 1: Market share in the first half of 2012 of Mobile SoCs with 3D GPUs

Modern mobile SoC GPUs are now running OpenGL ES 3.0, which was publicly released in August 2012. In addition to being backward compatible, it enables functions at least as powerful as PC GPUs and applications. They have programmable shaders and can deliver amazing game play, UI and browser acceleration, and accelerate the new potentially killer app, augmented-reality (AR). Unlike their PC counterparts, many of the GPUs in mobile devices have image processing functions and can handle camera inputs directly. They also include video processing and drive 1080p HDTVs or monitors via HDMI.

In addition to the semiconductor suppliers there are four GPU IP suppliers: ARM, DMP, Imagination Technologies, and Vivante. Those companies provide IP to all of the SoC builders except Nvidia and Qualcomm.

2012 is shaping up to be the year of the tablet as Chinese SoC builders like Rockchip and MediaTek deliver millions of devices for Chinese tablets that are being consumed by Chinese Consumers. The price wars have started as these tablets have dropped below $100.

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