Strategic Analysis of the European RF and Baseband Semiconductor Market for Handsets Future of the Handset RF and Baseband Semiconductor Market Appears Robust “Consistent technological advancements and manufacturing enhancements are expected to result in the development of high-performing, cost-effective semiconductor products and devices.” Semiconductor Group © Copyright 2004 Frost & Sullivan. All Rights Reserved. Industry Trends • Shift toward integration both in the RF and baseband parts • UMTS, popularly known as 3G cellular, slowly taking off in Europe • Move toward complete digital solutions except in the power management and RF parts • Price pressure increasing as consumers demand feature-rich cell phones with reduced prices • Semiconductor companies starting to build integrated solutions to cater to size and performance requirements • Local-based services expected to make a huge impact in the future • Manufacturing moving toward the eastern part of the hemisphere to reduce cost of development. ODM model is picking up © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan Provides: • Detailed insights into recent developments and trends • Drivers, restraints, challenges, and strategic recommendations • Analyst insights on ‘hot topics’ and emerging applications in the handset radio frequency semiconductor markets • Market sizing and competitive analysis • Market forecasts and opportunity analysis • End-user analysis within each report © Copyright 2004 Frost & Sullivan. All Rights Reserved. What We Offer • Western and Eastern Europe Coverage • Detailed analysis on wireless standards • Proven methodology encompassing extensive primary and secondary data and research • Focused information and strategies that cover business and technology issues • Credible data and analysis highlighting industry dynamics • Winning strategies to help you create precise business plans © Copyright 2004 Frost & Sullivan. All Rights Reserved. Who Will Benefit? Current Market Participants • Find out how you compare to the competition • Assess current and future drivers and restraints • Determine and exploit new market share opportunities New Entrants • Analyze challenges associated with the industry • Calculate time scales for strategy implementation • Position yourself to capitalize on the market’s unmet needs Investment Community • Analyze long-term strategies of market participants • Determine which participants will outperform the competition © Copyright 2004 Frost & Sullivan. All Rights Reserved. What’s Included Analysis by RF Device Type • RF Switch • Filter – RF, IF, Duplexer • Power Amplifier • Low Noise Amplifier • Frequency Synthesizer • Transceiver Analysis by Standards • 2/2.5 G • 3G Analysis by Geographic Region • Western Europe • Eastern Europe Analysis by Baseband Device Type • Processors • Memories • Power Management ICs Analysis by Standards • 2/2.5 G • 3G Analysis by Geographic Region • Western Europe • Eastern Europe © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Market Participants • ANADIGICS, Inc. • Analog Devices, Inc. • Fujitsu Media Devices Ltd. • Fujitsu Microelectronics Europe • Infineon Technologies AG • Motorola • National Semiconductor Corp. • Philips • QUALCOMM, Inc. • Renesas Technology Corp. • Silicon Laboratories • Texas Instruments, Inc. © Copyright 2004 Frost & Sullivan. All Rights Reserved. For More Information Call toll free: 877 GO FROST (877.463.7876) Fax toll free: 888.690.3329 E-mail: [email protected] Visit: www.frost.com © Copyright 2004 Frost & Sullivan. All Rights Reserved.