Global Mobile Phone Platform (Baseband) Industry Report, 2007-2008
  • Mar/2008
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At present, the main global mobile phone baseband manufacturers include Texas Instruments or TI, Ericsson Mobile Platform, Qualcomm, MTK, NXP, Freescale, Infineon, Broadcom and Spreadtrum. Depending on the cooperation with Nokia in 2G Era, TI created a win-win situation for the two. However, TI seems to have underestimated the coming of 3G era and is lack of 3G baseband products, besides large quantity of application processors put on the market. So far, TI has launched only one 3G baseband product, OMAPV2230, which is not that popular in the market. In the whole year of 2007, TI did not roll out any 3G baseband product and in fact, only launched 1-2 new 2G products. No wonder TI is seeking cooperation with Ericsson Mobile Platform or EMP, to jointly develop 3G baseband, but it seems a bit late.

EMP, a subsidiary of Ericsson, has aimed at the development of 3G baseband products since its establishment in 2001. Its accumulated shipment of 3G mobile phone platform of U100 has exceeded 50 million. EMP used not to adapt itself to the rapid development of consumer electronics and was lack of market promotion. However, in the recent years, EMP has made some changes and rolled out U380 and U500 mobile phone platforms in February of 2008 successively. The U500 is a powerful multimedia platform, while the U380 mobile platform is a one–chip solution combining an Ericsson HSPA modem with a TI OMAP3430 processor.

As an easy winner, Qualcomm has occupied the top upstream of the industry chain and earned huge profits easily no matter from 3G or 4G. People all thought that its UMB would not have a bright future in 4G Era, but Qualcomm bought Flarion, the developer with OFDMA technology in 2005. OFDMA technology has covered any core technologies of 4G, that is to say that nobody can get rid of Qualcomm in 4G Era, let alone in 3G era. Its MSM series chips have been the only choice of key producers all along.

MTK has got access to the supply chain of LG smoothly after purchasing ADI and has 90 percent of opportunity to become a supplier of Samsung supply chain. The purchase of the mobile phone department of ADI helps MTK greatly, including:

I. Obtaining TD-SCDMA baseband technology and permit, ADI is the primary owner of TD-SCDMA baseband technology and the major foreign supporter of TD-SCDMA in Mainland China;

II. Obtaining the clients of big international mobile phone manufacturers, the big baseband clients of ADI include LG and Sharp, which can become the clients of MTK, and Samsung adopts the radio frequency IC of ADI;

III. Obtaining the revenue above US$300 million, the mobile phone department of ADI is expected to contribute revenue of US$320 million in 2007 and contribute revenue of US$340 million in 2008;

IV. Obtaining the DSP and radio frequency technology of ADI, which help MTK develop its 4G products, enhance its technical strength and lay a solid foundation for turning itself into a big producer. Even the strict Japanese mobile phone manufacturers have accepted its products and Sanyo has adopted the platforms of MTK. Even if MTK gives up the black market of mobile phones, it will be still among the top three globally.

Freescale relies too much on Motorola, so whenever Motorola's performance falls, it follow suit. If Motorola sells its mobile phone business, Freescale may do so as well. Therefore, its mobile phone business could become nothing without the big client of Motorola. The possibility is very small that Motorola sells its mobile phone business. Freescale must open up new market to reduce its heavy dependence on Motorola.

Freescale may sell its mobile phone business:
Firstly, it has a continuous drop in performance and its mobile phone business has the lowest gross profit in its three product lines, but its spending in mobile phone business is huge.

Secondly, Motorola's fall in performance weighs on the performance of Freescale.

Thirdly, the mobile phone industry faces upgrading, which require a huge input of both capital and professionals, and even if it gains a firm footing in technology, it doesn't mean it stands firmly in the market. So, the risk is huge.

Finally, Freescale is under the control of private equity fund. Global economic downturn and especially the credit crunch in the U.S.A. has resulted in a plunge in fund performance, private equity fund will surely make an attempt to sell part of assets to ride out the storm.

Infineon has successfully got access to the supply chain of Samsung by purchasing the mobile phone business of LSI. Infineon is nearly matchless in mobile phone radio frequency field, while it is adept at IC manufacturing and packaging. The X-GOLD-213 of Infineon is the most advanced baseband globally without doubt, and it not only integrates transceiver, power source management and mixed-signal but also integrates FM radio and SRAM. The best part is its packaging size is only 8*8mm, compared to 14*14mm, the packaging size of the baseband BCM-21551 of Broadcom with the same function. Infineon will be the most potential baseband manufacturer undoubtedly.

Both Broadcom and Qualcomm are good at engaging in lawsuits. But Broadcom won the lawsuit on baseband, meaning at last there is a manufacturer, which is able to enter into 3G market through bypassing Qualcomm. The 3G products of Broadcom has also got the authorization of Samsung, moreover, Broadcom has occupied over 70% of the market share in the low-end products of Sony ERSSION. It is impossible for Broadcom to occupy 15% of the global market share in 2009, but the potential of Broadcom is strong.

NXP has made some adjustments to its product lines after purchasing the mobile phone radio frequency department of Silicon Labs, but the adjustment is too slow. Its low-end mobile phone won't be put into mass production until the last quarter of 2008, it is obviously too slow. As we all know that low-end mobile phone was put on the market as early as 2005. So when its low-end product is put on the market in late 2008, the market will have become saturated by then.

It is very wise for Spreadtrum to purchase a radio frequency factory to fill up the gap in its business. The design of single chip and double card is quite innovative. If Broadcom wants to get access to China's market, it will be the fastest and wisest way for it to purchase Spreadtrum. Broadcom is adept at growing rapidly through acquisitions and mergers, so we believe that the possibility that Broadcom purchases Spreadtrum is very big that.

1. Brief Introduction of Mobile Phone Industry
1.1 Outline of Mobile Phone Industry
1.2 Outline of China Mobile Phone Industry

2. Baseband Industry and Market Introduction
2.1 Baseband Introduction
2.2 Development Trend of Mobile Phone Protocol
2.2.1 LTE Is a Great Favorite
2.2.2 WiMAX Still Has the Potential
2.2.3 Forecast of 4G Development
2.3 Development Trend of Mobile Phone Baseband
2.3.1 Further Improvement of Integration 
2.3.2 Decrease of Development Cost 
2.3.3 Multimedia
2.3.4 Integration and Packaging
2.3.5 Status Quo and Tendency of Baseband Industry

3. Mobile Phone Platform Market 
3.1 Global Mobile Phone Platform Market
3.2 China Mobile Phone Platform Market 
3.3 Mobile Phone Platforms of Main Mobile Phone Manufacturers
3.3.1 Bird
3.3.2 Lenovo
3.3.3 TCL
3.3.4 AMOI
3.3.5 KONKA
3.3.6 TSD and Gionee
3.3.7 Tianyu
3.3.8 Nokia
3.3.9 Motorola
3.3.10 Samsung
3.3.11 Sony Ericsson
3.3.12 LG
3.3.13 Others and Black Handsets
3.4 TD-SCDMA Mobile Phone

4. Mobile Phone Platform Manufacturers 
4.1 Qualcomm
4.2 Texas Instruments
4.3 Freescale
4.4 EMP
4.5 Infineon
4.6 Broadcom
4.7 NXP
4.8 MTK
4.9 Sunplus Mobile
4.10 T3G
4.11 Spreadtrum
4.12 Commit
Shipment Statistics and Forecast of Global Mobile Phone, 2005-2011
Mobile Phone Shipment by Region, 2007
Market Share of Main Manufacturers of Global Mobile Phone Market, 2007
Business Process of Complete Appliance Manufacturers
Basic Structure of Mobile Phone 
Development Tendency of Protocol Air Interface
Development Forecast of Protocol Standard, 2006-2010
Route Map of Baseband Packaging Process
Baseband Diagram Integrated with Memory
Market Share of Global Main Mobile Phone Baseband Vendors, 2007 (By Shipment)
Market Share of Global Main Mobile Phone Platform Vendors, 2006 (By Shipment)
Market Share of Main Mobile Phone Platform Vendors in China, 2007 (By Shipment)
Shipment of Nokia by Region, Q12005-Q42007
Shipment and Average Sales Price of Nokia, Q12005-Q42007
Sales Revenue and Operating Profit of Nokia, Q12005–Q42007
Sales Revenue and Operating Profit of Motorola, Q12006-Q42007
Shipment and Annual Growth Statistics and Forecast of Samsung, 2001-2007
Mobile Phone Shipment Quarterly, Q12005-Q42007
Shipment of Samsung by Region, Q42006-Q32007
Average Export Price and Operating Profit of Samsung, Q12005-Q12007
Shipment and Average Sales Price of Sony Ericson, Q12005-Q42007
Revenue and Operating Profit of Sony Ericson, Q12006-Q42007
Shipment and Annual Growth Statistics and Forecast of LG, 2001-2007
Quarterly Shipment of LG, Q42005-Q42007 (By System)
Sales Revenue Quarterly and Operating Profit of LG, Q12006-Q42007
Revenues of LG Mobile Phone Department by Region
Sales Revenue and Average Price of LG, Q22006-Q42007
Scale Forecast of TD-SCDMA Terminal Market, 2006-2010
Shipment of QUALCOMM MSN Chips Quarterly, FY2004-2007
Route Map of Qualcomm Baseband Products
Mobile Phone Baseband Allocation of Texas Instruments
Internal Framework of TCS2315
Internal Framework of OMAPV1035
Software Structure of OMAPV Series
Revenues of Freescale by Product, 2007
3G Mobile Phone Framework of Freescale
Design Scheme Software Structure of Freescale 3G Mobile Phone
Product Route Map of EMP
Multimedia Subsystem Software Structure of EMPIP
Multimedia Capacity of EMP 3G Platform Products
Multimedia Software Structure of EMP
Structure Chart of U250 Platform
Software Structure of U100
Sales Revenue and Operating Profit of Infineon, 2006Q1-2007Q4 (EUR million) 
Sales Revenue and Operating Profit of Infineon Telecommunication Department, 2006Q3-2007Q4 (EUR million)
Route Map of Infineon Mobile Phone Fields
Internal Framework of PMB7870
Internal and Application Framework of X-GOLD-213
Software Structure of XMM2050
Internal Framework of XMM2051
Revenues of Broadcom
Internal Framework of BCM2124
Internal Framework of BCM21331
Internal Framework of BCM2133
Internal Framework of BCM2152
Internal Framework of BCM21551
Revenues of NXP by Application, 2005-2006 (EUR million)
Revenues of NXP by Region
Framework of PNX4902
Framework of PNX5209
Internal Framework of PCF5213
System Chart of Nexperia System Solution 5210
Framework of NXP TD-SCDMA7130 Platform
Framework of NXP7210 Platform
Internal Framework of PNX5221
Income and Gross Margin Statistics and Forecast of MTK, 2001-2009
Revenues of MTK by Product, 2005Q1-2007Q4
Application Framework of MT6229
Application Framework of MT6218
Internal Framework of MT6219
Internal Framework of MT6229
Framework of AD6900 EDGE Platform
Internal Framework of AD6722
Internal Framework of AD6721
Internal Framework of AD6720
Framework of WCDMA Framework 
Framework of TD-SCDMA Framework
Internal Function Module of AD6525
Internal Module of AD6537
Application Structure Chart of AD6720
Reference Design Chart of ADITD-SCDMA
Internal Framework of ADITD-SCDMA Digital Baseband 6901
Allocation Proportion of Researchers of T3G
Internal Framework of T3GTD-SCDMA Baseband Processor
Application Framework of T3GTD-SCDMA Baseband Processor
Protocol Stack of T3GTD-SCDMA Baseband Processor
Reference Design Chart of T3GTD-SCDMA
Product Route Map of T3G 
Sales Revenue of Spreadtrum, 2003-2007
Sales Revenue in Baseband Field of Spreadtrum, Q12006-Q42007
Baseband Product Layout of Spreadtrum
Typical Application Chart of SC8800H
Typical Application Chart of SC8800D
Shareholding Status of Commit
Educational Structure of Staffs in Commit
Chip Sets of Commit
R&D Route of Commit Chips
Internal Framework of TD-SCDMA/GSM/GPRS Dual-Mode Baseband of Commit
Diagram of TD-SCDMA/GSM/GPRS/EDGE Dual-Mode Protocol Stack of Commit
Software Structure of Commit Neptune Platform

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