下载PDF版本简介: 2007-2008年全球手机平台（基频）行业研究报告简介(PDF文档)

 

报告摘要

　　现在主要的手机基频厂家有德州仪器、爱立信移动平台、高通、联发科、NXP、飞思卡尔、英飞凌、博通、展讯。德州仪器在2G时代依靠和诺基亚的合作关系，造就了两者的双赢。2G时代的成功也导致德州仪器对3G时代的到来显得估计不足，除了大量推出应用处理器外，德州仪器缺乏3G时代的基频产品，唯一一款OMAPV2230乏人问津。在整个2007年，德州仪器没有推出任何3G基频的产品，实际就连2G的新产品也只有1-2款。也难怪德州仪器要和爱立信移动平台（EMP）联手开发3G基频，似乎现在联合晚了点。

　　EMP是爱立信的子公司，从2001年成立时就瞄准3G基频领域，U100 的3G手机平台累积出货超过5000万。EMP不大适应消费类电子的快节奏，缺乏市场推广；不过近来有所改变，在2008年2月连续推出U380和U500两款手机平台。U500 具备超强的多媒体性能，U380则是融入了德州仪器的OMAP3430。

　　高通则是轻松的赢家，无论3G和还是4G，高通占据产业链的最上游，轻松地赚大钱。4G时代，人们都认为高通的UMB没有什么前途，而2005年高通就已经买下了具备OFDMA技术的开发商Flarion。任何一种4G的核心技术都有OFDMA，也就是说4G时代一样谁都绕不开高通。3G时代更是如此，高通的MSM系列芯片始终是大厂家的唯一选择。

　　联发科收购ADI之后如虎添翼，顺利打入LG的供应链，下一步打入三星的供应链也是有九成的把握。收购ADI的手机部门对联发科帮助甚多，其中包括：

一、获得TD-SCDMA基频技术与通行证，ADI是TD-SCDMA基频技术的主要拥有者，也是大陆TD-SCDMA的主力外国支持厂家；

二、获得国际一线手机大厂客户，ADI的基频大客户中包括LG和夏普，这些都可能成为联发科的客户，三星则采用ADI的射频IC；

三、获得3亿美元以上的收入，2007年估计ADI手机部门贡献3.2亿美元的收入，2008年可以达到3.4亿美元；

四、获得ADI的DSP和射频技术，有助于开发4G产品，也扩展了联发科的技术能力，为进入一线大厂打下坚实的基础。甚至要求苛刻的日本手机厂家都已经开始认同联发科的产品，三洋的手机就使用了联发科的平台。即使联发科放弃黑手机市场，联发科依然可以排到全球前三的位置。

　　飞思卡尔则过分依赖摩托罗拉这个大客户，摩托罗拉的下滑导致飞思卡尔跟着下滑。如果摩托罗拉出售手机业务，那么飞思卡尔有可能也出售手机业务。离开了摩托罗拉，飞思卡尔的手机业务几乎要全线溃败。现在来看，摩托罗拉出售手机业务的可能性很小。飞思卡尔的手机业务要生存，就必须开拓新的大客户。飞思卡尔有可能出售自己的手机业务：首先，飞思卡尔业绩连续下滑，手机业务在飞思卡尔的三条产品线中毛利最低，但却开支巨大；其次，飞思卡尔手机业务的大客户摩托罗拉 业绩下滑，拖累了飞思卡尔的表现；再次，手机产业面临升级换代，需要投入大量的研发人员和资金，而未来市场面临诸多不确定性，即便在技术上站稳脚，市场上未必能站稳。风险巨大；最后，飞思卡尔已经属于私募基金拥有，全球经济下滑尤其美国的次贷危机导致基金业绩大幅度下滑，私募基金必然试图出售部分资产渡过难关。

　　英飞凌收购LSI的手机业务，顺利进入三星的供应链。英飞凌则手机射频领域内几乎无敌，而英飞凌特别擅长IC制造和封装。英飞凌的X-GOLD-213毫无疑问是目前最先进的基频，不仅集成了收发器、电源管理和混合信号，还集成了FM收音和SRAM。最优秀的是这样高集成的基频，封装尺寸只有8*8mm，同样集成这些功能的博通的基频BCM-21551封装尺寸有14*14mm。毫无疑问英飞凌将是最具潜力的基频厂家。

　　博通擅长打官司，高通也擅长打官司。不过毕竟博通技高一筹，关于基频的官司，博通胜诉，终于有厂家可以绕开高通进军3G基频市场。博通的3G产品也获得了三星的认可，此外在索爱的低端产品中，博通也占据了超过70%的份额。博通豪言2009年市场占有率达到15%，显然是不可能的，不过博通的潜力也是很强的。

　　NXP收购了Silicon Labs的手机射频部门后对自己的产品线作了调整，不过调整的太慢，产品线也不够丰富。低端的超低价手机基频要等到2008年4季度才能量产，显然太慢了。要知道超低价手机基频在2005年都有问世的，NXP等到两年后才开发相关产品，市场早已经饱和了，决策效率低下。而“玉兰”计划试图模仿联发科的成功路线，此一时彼一时，联发科如果换到现在才开始进军基频，一样不会成功。高端的3G产品只有依靠T3G的7130，先不说7130的设计方案复杂且成本高昂，单押宝TD-SCDMA就风险巨大。

　　　　展讯则收购了一家射频厂家来补足自己的短板，这是非常明智的。单片双卡的设计也很有创意，显示出展讯不乏智慧。不过博通如果想进军中国市场，收购展讯将是最快和最明智的方法。博通擅长收购，因此我们认为，博通收购展讯的可能性很大。

 

正文目录

第一章 手机产业简介
1.1 手机产业概况
1.2 中国手机产业概况

第二章 基频行业与市场简介
2.1 基频简介
2.2 手机通讯协议发展趋势
2.2.1、LTE夺冠呼声最高
2.2.2、WiMAX仍然有潜力
2.2.3、4G未来预测
2.3 手机基频发展趋势
2.3.1 集成度进一步提高
2.3.2 开发成本降低
2.3.3 多媒体化
2.3.4、集成和封装成为关键
2.3.5、基频行业现状与趋势

第三章 手机平台市场概况
3.1 全球手机平台市场概况
3.2 中国手机平台市场概况
3.3 主要手机厂家手机平台简介
3.3.1 波导
3.3.2 联想
3.3.3 TCL
3.3.4 夏新
3.3.5 康佳
3.3.6 天时达、金立
3.3.7、天宇朗通
3.3.8、诺基亚
3.3.9、摩托罗拉
3.3.10、三星
3.3.11、索尼爱立信
3.3.12、LG
3.3.13 其它和黑手机
3.4 TD-SCDMA手机

第四章 手机平台厂家研究
4.1 高通
4.2 德州仪器
4.3 飞思卡尔
4.5 爱立信移动平台
4.6 英飞凌
4.7 BROADCOM（博通）
4.8 NXP
4.9 联发科
4.10 凌阳电通
4.11 T3G
4.12 展讯
4.13 凯明

部分图表目录

 

图 1-1：2005-2011年全球手机出货量统计及预测
图1-2:2007年手机地区出货量比例统计
图1-3：2007年全球手机市场主要厂家市场占有率
图1-4：手机整机厂家业务流程
图2-1：手机基本结构
图2-2：通讯协议空中界面发展趋势
图2-3：2006-2010年通讯协议标准发展预测
图2-4基频封装工艺路线图
图2-5集成了内存的基频示意图
图3-12007年全球手机基频主要厂家市场占有率（按出货量）
图3-2：2006年全球手机平台主要厂家市场占有率（按出货量）
图3-3 2007年中国手机平台主要厂家市场占有率（按出货量）
图3-4 2005年1季度到2007年4季度诺基亚手机地域出货量结构统计
图3-5 2005年1季度到2007年4季度诺基亚手机出货量与平均销售价格统计
图3-6 2005年1季度到2007年4季度诺基亚手机销售额与运营利润率统计
图3-7摩托罗拉06年1季度到07年4季度手机销售额与运营利润率统计
图3-8 三星2001-2007年手机出货量与年增幅统计与预测
图3-9 三星2005年1季度到2007年4季度每季度手机出货量统计
图3-10 2006年4季度-2007年3季度三星手机出货地域结构比例
图3-11 2005年1季度到2007年1季度三星手机出口平均价格与运营利润率统计
图3-12 2005年1季度到2007年4季度索尼爱立信出货量与平均销售价格统计
图3-13 2006年1季度到2007年4季度索尼爱立信收入与运营利润率统计
图3-14 2001-2007年LG手机出货量与年增幅统计及预测
图3-15 2005年4季度到2007年4季度LG手机每季度出货量（按制式）
图 3-16 2006年1季度到2007年4季度LG手机每季度销售额与运营利润统计
图3-17 LG 手机部门地域收入结构
图3-18 LG 2006年2季度到2007年4季度销售额、平均价格统计
图3-19 2006-2010年TD-SCDMA终端市场规模预期
图4-1：2004-2007财年每季度高通MSM芯片出货量统计
图4-2：高通基频产品路线图
图 4-3 德州仪器手机基频分布
图4-4：TCS2315内部框架图
图4-5：OMAPV1035内部框架图
图4-6：OMAPV系列软件结构
2007年飞思卡尔产品收入结构
图4-7：飞思卡尔3G手机框架图
图4-8：飞思卡尔3G手机设计方案软件结构图
图4-9：EMP产品路线图
图4-10：EMPIP多媒体子系统软件结构图
图4-11：EMP3G平台产品多媒体能力
图4-12：EMP平台的多媒体软件结构
图4-13：U250平台结构图
图4-14：U100软件结构图
图4-15：2006Q1-2007Q4英飞凌收入与运营利润率统计（EUR million）
图4-16：2006Q3-2007Q4英飞凌通讯部门收入与运营利润率统计（EUR million）
图 4-17 英飞凌手机领域路线图
图4-18：PMB7870内部框架图
图4-19 X-GOLD-213内部与应用框架图
图4-20 XMM2050软件结构图
图4-21 XMM2051内部框架图
图4-22：博通收入结构
图4-23：BCM2124内部框架图
图4-24：BCM21331内部框架图
图4-25：BCM2133内部框架图
图4-26：BCM2152内部框架图
图4-27 BCM21551内部框架图
图4-28：2005、2006年NXP产品下游应用收入结构（百万欧元）
图 4-29 NXP地域收入结构
图4-30 PNX4902框架图
图4-31 PNX5209框架图
图4-32：PCF5213内部框架图
图4-33：Nexperia System Solution 5210系统图
图4-34：NXP TD-SCDMA7130平台框架图
图4-35：NXP7210平台框架图
图4-36：PNX5221内部框架图
图4-37：2001-2009年联发科收入与毛利率统计及预测
图4-38：2005Q1-2007Q4联发科季度产品收入结构统计及预测
图4-39：MT6229应用框架图
图4-40 MT6218应用框架图
图4-41：MT6219内部框架图
图4-42 MT6229内部框架图
图4-43：AD6900 EDGE平台框架图
图4-44：AD6722内部框架图
图4-45：AD6721内部框架图
图4-46：AD6720内部框架图
图4-47：WCDMA平台框架图
图4-48：TD-SCDMA平台框架图
图4-49：AD6525内部功能模块图
图4-50：AD6537内部模块图
图4-51：AD6720应用结构图
图4-52：ADITD-SCDMA手机参考设计方框图
图4-53：ADITD-SCDMA数字基频6901内部框架图
图4-54：T3G研发人员分配比例
图4-55：T3GTD-SCDMA基频处理器内部框架图
图4-56：T3GTD-SCDMA基频处理器应用框架图
图4-57：T3GTD-SCDMA基频处理器协议栈图
图4-57：：T3GTD-SCDMA手机参考设计图
图4-58：T3G的产品路线图
图 4-59 展讯2003-2007年收入统计
图 4-60 展讯2006年1季度到2007年4季度基频领域收入统计
图4-61 展讯基频产品规划图
图4-62 SC8800H 典型应用图
图4-63 SC8800D 典型应用图
图4-64：凯明持股状况
图4-65：凯明公司员工教育结构
图4-66：凯明公司芯片组
图4-67：凯明芯片研发路线图
图4-68：凯明TD-SCDMA/GSM/GPRS双模基频内部框架图
图 4-69凯明TD-SCDMA/GSM/GPRS/EDGE双模协议栈示意图
图4-70：凯明海王星平台的软件结构图

 

Global Mobile Phone Platform (Baseband) Industry Report, 2007-2008

 

Pages 129	Release Date: March.2008
PDF (US$): 2500	Hard Copy (US$): 2200

Abstract

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.

 

Contents

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

 

Selected Charts

 

Shipment Statistics and Forecast of Global Mobile Phone, 2005-2011
Regional Shipment Proportion of Mobile Phone, 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 Manufacturers, 2007 (By Shipment)
Market Share of Global Main Mobile Phone Platform Manufacturers, 2006 (By Shipment)
Market Share of Main Mobile Phone Platform Manufacturers in China, 2007 (By Shipment)
Regional Shipment Structure of Nokia, 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
Regional Structure Proportion of Shipment of Samsung, 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
Regional Income Structure of LG Mobile Phone Department
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
Product Income Structure of Freescale, 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
Income Structure of Broadcom
Internal Framework of BCM2124
Internal Framework of BCM21331
Internal Framework of BCM2133
Internal Framework of BCM2152
Internal Framework of BCM21551
Downstream Application Income Structure of NXP Products, 2005-2006 (EUR million)
Regional Income Structure of NXP
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
Product Income Structure Statistics and Forecast of MTK Quarterly, 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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