Current Analysis
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Mobile Device Silicon
Mobile Device Silicon
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COMPANIES WE COVER

Mobile Device Silicon


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KEY COMPETITORS COVERED

ARM
ARM has weathered the current economic storm well and managed to keep its momentum going, bringing new capabilities to market and expanding its licensing position to fuel future gains in multiple markets. (5/25/2010)
| Client Access |

Broadcom
Broadcom reported a robust Q2 2010 delivering record revenues and earnings with year-over-year growth of 60 percent, positioning all of 2010 to be a banner year if it continues to execute. (7/29/2010)
| Client Access |

CEVA
CEVA is established as the top global supplier of licensed DSPs including relationships and OEMs with the top-tier semiconductor vendors in the mobile and home entertainment realms, but still must capitalize on evolving market opportunities. (7/26/2010)
| Client Access |

Freescale Semiconductor
Freescale reported positive year over year and sequential grow in revenues indicating it has turned the corner and is closing the gap on operational losses as well. If it can maintain this momentum it could be well positioned for an IPO. (8/3/2010)
| Client Access |

Fujitsu Microelectronics America
Fujitsu has weathered the recent economic storm but is still putting a tepid forecast on future revenue growth and cash generation. Fujitsu seems over conservative as other vendors in this space have announced significant upside moving forward. (6/10/2010)
| Client Access |

Infineon
Infineon has weathered the recent global recession and found the formula for overall corporate growth and profit, but it remains relatively vulnerable within the mobile device silicon segment. (7/29/2010)
| Client Access |

Intel
Intel unveiled its new Atom Moorestown platform aimed squarely at the smartphone/tablet segment. The new platform delivers the competitive differentiators and technological advances required to alter the mobile silicon space dramatically. (5/18/2010)
| Client Access |

Marvell
Marvell ended fiscal year 2010 generating a profit, improving its operating margins, and keeping its product momentum going to position itself for market growth as the economic environment improves moving forward. (7/30/2010)
| Client Access |

MediTek
MediaTek continues to grow revenue and deliver consistently on profits, and it has been adding strategic partners in an effort to increase revenue and market share while facing a formidable array of rivals. (8/3/2010)
| Client Access |

Octasic
Octasic continues to make marketing and technology strides within the DSP market, including the GSM/EDGE segment, as shown through its innovative self-clocking Opus DSP offering, but continues to face a vast sea of savvy competition. (2/9/2010)
| Client Access |

Qualcomm
Qualcomm continues to command market share leadership within the overall mobile device silicon sector, due in large part to the expansion of 3G and shrewd investment, however it faces new competitive dynamics in the application area. (8/3/2010)
| Client Access |

ST-Ericsson
ST-Ericsson benefits from its exclusive focus on the mobile device silicon sector and pooling from the resources of the joint venture, but still must execute on using its resources more effectively and produce more encouraging financial results. (8/3/2010)
| Client Access |

Texas Instruments
Texas Instruments continues to compete as a stalwart within the overall mobile device silicon market, as shown by its extensive global channels and well-timed emphasis on the OMAP platform, but still must contend with savvy rivals. (7/30/2010)
| Client Access |

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