Qualcomm takes majority share of application processor market
Strategy Analytics believes this reflects the weakness of TI’s major customer, Nokia: “Qualcomm took over 50 percent revenue share in Q2 2011 on the strength of its dominant market position in the Android ecosystem and Snapdragon processor momentum. Strategy Analytics estimates that Qualcomm’s applications processors powered over 60 percent of Android smartphones shipped in Q2 2011,” noted Stuart Robinson, Director of the Handset Component Technologies service.
He added, “In contrast, despite their similar integrated approach Qualcomm’s competitors Broadcom and ST-Ericsson so far failed to capitalize on smartphone growth to build a strong position in the applications processor market.”
“Strategy Analytics estimates that dual-core processors accounted for 14 percent of total smartphone applications processor shipped in Q2 2011 and helped vendors such as Nvidia and Samsung to move up the rankings”, said Sravan Kundojjala, Senior Analyst.
“We believe that dual-core processors will help the overall applications processors market to maintain healthy average selling prices (ASPs) and to sustain revenue growth in the years to come.”