Strategy Analytics Exclusive Presentations at MWC 2013

Strategy Analytics Exclusive Presentations at MWC 2013
	Strategy Analytics is delighted to announce that we will again be hosting our exclusive breakfast presentations at Mobile World Congress (MWC). Our invitation-only breakfast events will provide insights into: 1. Smart Device & Smart Experiences in a Multiscreen World 2. Adjacent Market Opportunities & New Business Models for Service Providers Presentation Date: Tues. 26th & Wed. 27th Feb. 2013 Location: Expo Hotel, Calle Mallorca 1-23, Barcelona (Map) Transportation back to the new Fira will be provided Registration & Breakfast: 8AM Session: 8:30-10AM Each presentation is a unique opportunity to hear an objective market view from some of our senior analysts. Our events are free of charge but as we have limited space we ask you to register in advance using the buttons above and below or by going to our website at: www.strategyanalytics.com/MWC2013.html This year's presentations will be complemented by demonstrations of our Teligen OECD Mobile Price Benchmarking Services, Handset Country Share Tracker, ConsumerMetrix survey database as well as PriceTRAX and SpecTRAX, both before and immediately after the breakfast. Join us for a demonstration at 10am, straight after the breakfast presentations. If you have any questions, please do not hesitate to contact us, otherwise we look forward to seeing you at the MWC in Barcelona! Please remember to indicate on which date you would like to attend. Please also note that copies of our presentation will only be made available to attendees and clients.
Steve Entwistle - Vice President, Strategic Technologies Practice

Today we published our full calendar year 2011 tablet apps processor market share numbers. Based on our estimates, the global tablet apps processor market registered a staggering 230 percent year-on-year growth in 2011.

With Apple expected to announce its iPad 3 product today, the tablet market is poised for accelerated growth in the coming quarters. We expect strong efforts from Amazon, Google and Microsoft will serve as key catalysts for the non-Apple tablet vendors in 2012.  The main component beneficiaries are likely to be existing leaders TI and NVIDIA and catch-up players Intel and Qualcomm.

Some key highlights from our global tablet apps processor quarterly market share tracker:

• Apple, Texas Instruments (TI), NVIDIA, Qualcomm and Samsung featured in our top-five tablet apps processor market share rankings.

• In terms of architecture split, ARM-based processors accounted for approximately 98 percent of total tablet apps processor shipments in 2011, by our estimates. Key x86 players Intel and AMD are both expected to participate actively in Android 4.0 and Windows 8 based tablets this year.

• Apple led the applications processor market with 59 percent shipment share in 2011 on the strength of strong global demand for its iPad 2 product. Apple faced strong competition from chip suppliers to Android-based tablets, particularly in the second half of 2011.

In the non-Apple tablet apps processor market, TI and NVIDIA grabbed the lion’s share in 2011. TI led the non-iPad tablet apps processor market with 35 percent share followed by NVIDIA with 34 percent share in 2011;

• TI’s tablet success can be attributed to its high-volume design-wins at Amazon (Kindle Fire) and Barnes & Noble (Nook).

• In contrast to the smartphone market, NVIDIA performed well in the tablet market, thanks to its design-wins at Acer, Asus, Samsung, Sony, LG, Motorola, Toshiba and others. NVIDIA is well positioned to capture further share in tablets with its quad-core Tegra 3 processor in 2012.

• The smartphone processor market leader Qualcomm and the PC processor market leader Intel both missed the tablet boat in 2011. We believe that Qualcomm is well-positioned to capture meaningful share in LTE tablets and Windows 8 tablets in 2012. Intel is also expected to ramp up its tablet activity in 2012 to defend its dominant share in Windows PCs.

• We think Broadcom, ST-Ericsson, MediaTek, Marvell and Renesas need to improve their tablet market focus in 2012 as these companies haven’t scored significant tablet design-wins so far.

We just published our latest tablet apps processor market tracker and calculate that the market registered a staggering 167 percent year-on-year growth in Q3 2011.

Some highlights from our quarterly tablet apps processor tracker:

- The non-iPad tablet applications processor market outgrew the iPad applications processor market in Q3 2011, almost quadrupling during the quarter.

- Apple led the tablet apps processor market with 54 percent unit shipment share in Q3 2011 on the strength of its content and developer ecosystem leadership in the tablet and smartphone markets.

- In the non-iPad tablet market, Texas Instruments (TI) took the leadership position with 47 percent unit shipment share with the help of high-profile design-wins.

- NVIDIA ranked number two in the non-iPad tablet apps processor market and showed 35 percent sequential growth in Q3 2011.

- Despite its leadership poisition in the smartphone market, Qualcomm is relatively a minor player in the tablet market. However, we expect the company to become a significant player with Windows 8 design-wins in 2012-13. Samsung also featured in our top-five non-iPad tablet apps processor rankings.

- In terms of architecture split, we estimate that ARM-based processors accounted for 98 percent of total tablet applications processors shipped in Q3 2011. Intel is currently focusing on the Ultrabook PC segment to tackle the tablet market threat and we believe it will take another 6-12 months for the company to outline its broad tablet strategy.

The tablet apps processor market is still in its nascent stage and we can expect to see a lot of future market dynamics as most tablet OEMs are still trying to come up with a profitable business model.