Qualcomm and Intel shared 60% of the baseband processor market last year, according to Strategy Analytics. The global cellular baseband processor market grew 15% last year to $15bn.
“Qualcomm continues to leverage its baseband modem expertise to ride the 3G / 4G wave and captured 45% revenue share in 2011 in the baseband market,” says Strategy Analytics’ Stuart Robinson.
Intel took 15%, thanks to its acquisition of Infineon’s wirless division, followed by MediaTek, TI and ST-Ericsson, according to the company.
While Broadcom and Spreadtrum outgrew everyone else, they took most of their growth from 2G applications.
“Broadcom showed strong double-digit year-on-year growth in baseband units and revenues in 2011,” says Strategy Analytics’ Sravan Kundojjala, “the company continued to improve its product-mix and we estimate that W-CDMA basebands accounted for 16% of its total shipments in 2011, up from 9% in 2010.”
Strategy Analytics expects that Broadcom’s W-CDMA baseband share to improve dramatically in 2012 on the strength of its baseband-integrated smartphone processor momentum.”
The fastest growing air interface technology was LTE. “Strategy Analytics believes that Qualcomm is strongly positioned to make significant share gains in the emerging LTE baseband market in 2012,” says Robinson.
‘Baseband-integrated smartphone applications processors and cellular-enabled non-handset devices such as USB dongles, M2M, e-book readers and tablets provided a significant boost to baseband companies in 2011,’ says Strategy Analytics.