Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.
Spreadtrum Overtakes Intel in Mobile Baseband
The second and third places in the baseband market are taken by a Taiwan company and a mainland China company, says Strategy Analytics.
MediaTek holds onto the No. 2 slot and Spreadtrum takes the No.3 slot pushing Intel down to No.4.
Qualcomm has a 66% share! MediaTek a 15% share and Spreadtrum a 5% share.
“For the first time in the last three years, Intel dropped out of the top-three baseband revenue share rankings as its 2G and 3G baseband shipments declined sharply in Q1 2014,” says SA analyst Sravan Kundojjala.
“Qualcomm grabbed two-thirds of the revenue share in the baseband market in Q1 2014, thanks to its diverse customer base and strong LTE product portfolio,” says SA’s Christopher Taylor, “Strategy Analytics calculates that Qualcomm’s LTE revenue share has now dropped to 91% in Q1 2014 from over 95% in Q1 2013. Qualcomm has a plenty of opportunities in terms of its LTE product-mix as less than 50 percent of baseband shipments were LTE basebands in Q1 2014.”
“MediaTek is now quickly establishing itself as a strong number two to Qualcomm in the baseband market,” says SA’s Stuart Robinson, “however, the company currently draws most of its growth from 2G and 3G markets only. In Q1 2014, MediaTek had no share in LTE basebands and we reiterate that the company needs to ramp up its LTE efforts with its upcoming LTE slim modems and applications processors to continue its growth trajectory.”