Dynamics in SoC, GPU, and IP markets
This report covers mobile GPU market and the major devices in which such components are used.
The market consist of three classes of suppliers: companies that are vertically integrated and develop their own GPU design, companies that buy GPU IP designs and then develop a SoC, and companies that provide the GPU IP.
Three companies are providers of vertically integrated SoCs; Nvidia, Qualcomm, and Zii Labs. In Q4 of 2012 AMD will enter the ranks of the vertically integrated.
Fifty one other companies make some type of a SoC used in mobile devices based on merchant CPU and GPU IP from the IP suppliers.
Four companies make GPU IP and sell to the others.
Additional associative components such as displays and sensors are also discussed but no market forecasts are made for them.
The Appendix offers background information, and definitions.
- Executive Summary
- Definitions & Methodology
- Definitions
- Methodology
- Primary research for this report
- Secondary research for this report
- Introduction
- Study Goals and Objectives
- Intended Audience
- Methodology
- Information Sources
- The worlds of GPUs
- IP 3D GPU suppliers for all devices and operating systems
- SoCs, CPUs with embedded 3D GPUs
- IP 3D GPU suppliers for all devices and operating systems
- IP 3D GPU suppliers for mobile devices
- Mobile vs. Portable
- IP 3D GPU suppliers for portable devices
- Portable vs. Personal
- IP 3D GPU suppliers for portable personal devices (phones, handheld game machines, tablets, cameras)
- SoCs, CPUs with embedded 3D GPUs
- Embedded 3D GPU suppliers for all mobile devices
- Embedded 3D GPU suppliers for all portable devices
- SoCs with embedded 3D GPUs for personal portable devices
- Market data
- Mobile GPUs
- IP 3D GPU suppliers for all devices and operating systems
- IP 3D GPU suppliers for mobile devices
- IP 3D GPU suppliers for portable devices
- SoCs, CPUs with embedded 3D GPUs
- Embedded 3D GPU suppliers for all mobile devices
- Embedded 3D GPU suppliers for small portable devices
- The missing chips
- Emerging market
- The educational market
- The impact of 7-inch tablets
- e-book impact
- Seeing more, doing more
- Capturing more
- Forecasts
- Tablets
- Smartphones
- Other devices
- Total market
- Tablets vs. PCs, is cohabitation possible?
- Will tablets replace the netbooks?
- Utilization, form factor, budgets, and familiarity
- Children’s use of tablets
- Problem surfacing
- Mobile devices deliver the news
- Appendix
- Others
- Game machines
- Tablets
- Smartphones
- Features in smartphones and tablets
- Date of introduction of smartphone features
- The mobile experience
- Introduction
- Key Smartphone components
- Mobile devices components
- Key User Experiences
- And much much more
- Proposed solutions to benchmark approach
- The solution
- Suites
- Not waiting for Gadot
- CPU
- Memory
- GPU
- Web
- Gaming
- System
- AndEBench
- Basemark ES and OS
- CaffeineMark
- Electopia
- GLBenchmark
- Linpack
- Vellamo.
- Benchmark results
- Test Platforms
- Graphics Benchmark versions
- Summary
- SoC and IP suppliers
- ARM
- Actions Semiconductor
- AllWinner
- AMD
- Amlogic
- Brite Semi
- Broadcom
- Cisco
- Core Logic
- CSR
- Digital Media Professionals (DMP)
- Faraday
- Freescale
- Fuzhou RockChip
- Global Uni Chip (GUC)
- HiSilicon
- Imagination Technologies
- Ingenic Semiconductors
- Innofidei
- Intel
- Kyocera
- Leadcore
- LG
- Marvell
- MeidaTek
- Meizu
- Micronas
- MIPS
- MStar
- Mtekvision
- NetLogic
- Nintendo
- NuFront
- OpenSilicon
- Orca Systems
- Realtek
- Renesas
- Ricoh
- Sharp
- Sigma Designs
- Socle-Tech
- Spreadtrum
- ST-Ericsson
- STMicroelectronics
- Telechips
- ViMicro
- Vivante
- WonderMedia
- ZiiLabs
Table of Figures
- Figure 1: Market share of vertically integrated and IP GPU suppliers
- Figure 2: Sources of IP for SoC suppliers
- Figure 3: Market share of IP suppliers (with 3D GPU) for first half 2012
- Figure 4: Millions of units shipped per quarter vs. rate of growth
- Figure 5: IP Market share for all platforms over time
- Figure 6: Market size and growth for all platforms over time
- Figure 7: Market share of IP suppliers for mobile systems for first half 2012
- Figure 8: IP Market share for mobile platforms over time
- Figure 9: Market size and growth for all platforms over time
- Figure 10: Market share of IP 3D GPU suppliers for portable devices first half 2012
- Figure 11: IP 3D GPU Market share for portable devices over time
- Figure 12: Market size and growth of IP 3D GPUs for portable devices
- Figure 13: Market share of SoC suppliers for mobile devices first half 2012
- Figure 14: SoC 3D GPU Market share for mobile platforms over time
- Figure 15: Market size and growth of SoCs for mobile devices
- Figure 16: Market share of SoC suppliers for mobile devices first half 2012
- Figure 17: SoC 3D GPU Market share for portable devices over time
- Figure 18: Market size and growth of SoCs for portable devices
- Figure 19: Proprietary and IP 3D GPUs
- Figure 20: Smartphones and tablets
- Figure 21: SoC and device shipments
- Figure 22: Total small personal devises with “Other”
- Figure 23: Year to year growth of tablet shipments
- Figure 24: Market forecast for tablet
- Figure 25: Year to year growth of smartphone shipments
- Figure 26: Market forecast for smartphones
- Figure 27: Nominal market forecast for “Other” devices
- Figure 28: Market forecast for “Other” devices
- Figure 29: Market forecast for small personal devices
- Figure 30: One-Quarter of Mobile Users Will Own Two or More Mobile-Connected Devices by 2016 (source Cisco)
- Figure 31: Comparison of Global Device Unit Growth and Global Mobile Data Traffic Growth
- Figure 32: Tablet vs. PC shipments forecast
- Figure 33: Tablet usage of children in households with a tablet (Source Nielsen)
- Figure 34: News consumption on mobile devices (Source Pew)
- Figure 35: How consumer use mobile devices to get the news (Source Pew)
- Figure 36: Sony PS Vita NGP
- Figure 37: Performance of game consoles
- Figure 38: Nintendo 3DS (source Nintendo)
- Figure 39: First HP convertible tablet circa 2001
- Figure 40: First smartphone, the IBM’s Simon circa 1992
- Figure 41: Introduction date of features in tables and smartphone
- Figure 42: UK Smartphone activities
- Figure 43: Nielsen measurement of Internet usage
- Figure 44: Comscore measurement of mobile activities
- Figure 45: Smartphone users in China
- Figure 46: CPU and browser benchmark results
- Figure 47: Graphics benchmark results
Table of Tables
- Table 1: Designers of Mobile 3D GPU
- Table 2: Popular IP cores for various platforms
- Table 3: Market share changes for portable devices from 1H’11 to 1H’12
- Table 4: PPI and megapixels of various tablets
- Table 5: PPI and megapixels of various smartphones
- Table 6: Device Usage Growth, MB per Month (Source Cisco)
- Table 7: Other SoC suppliers
- Table 8: Functions and features in a Samrtphone
- Table 9: Smartphone and tablet features introduction dates
- Table 10: Consumer activities with a smart phone
