Alexa
  • Directory of Taiwan

3G to push growth in the Taiwanese PDA application IC market in 2007

3G to push growth in the Taiwanese PDA application IC market in 2007

Taiwanese personal digital assistant shipment volume is expected to increase by 8.5 percent to 16.2 million units this year, including 12.3 million PDA phones, 2.5 million GPS PDAs, and 1.4 million pure PDAs, the Taipei-based Market Intelligence Center said in its latest study.
Affected by the off-season effect, Taiwanese market volumes of various PDA application ICs are expected to suffer slight declines in the first quarter of 2007. The overall Taiwanese PDA application IC market volume is expected to drop six percent to 3.3 million units, MIC said.
"The slackening growth can be attributed to stagnant capacity of the overall PDA market, as the growth of PDA phone shipment share to 90 percent merely serves to offset the contraction of pure PDA and GPS PDA shipment volumes," said the intelligence company.
"In addition, the entry of many Taiwanese mobile phone makers into the PDA market failed to expand the overall market scale, due to the similarity of their business models and the homogeneity of Windows Mobile, 3G/3.5G, and 2.8-inch products."
Overall, with 3G and 3.5G models predicted to overshadow 2.5G models in shipment share and emerge as the market mainstream, growth rate of the overall application IC market volume is expected to surpass that of end-products, MIC said.
In 2006, Taiwanese PDA phone application IC market volume grew significantly. The Taiwanese PDA industry saw a large-scale contraction of pure PDA shipment volume on the lack of major application innovations as well as the emergence of PDA phones incorporating mobile communications, which has upgraded PDA products from pure information products for corporate clients' to multimedia communications products.
Benefiting from the emergence of PDA phones as the mainstream products in the PDA market, the Taiwanese PDA industry scored a shipment volume growth of 10.7 percent in 2006, reaching 15.0 million units.
The substantial growth of PDA phone shipment volume in turn boosted the Taiwanese market volume of key PDA phone ICs, such as basebands, transceivers, and PAs (Power Amplifiers), by a hefty 93.1 percent year-on-year to 10.8 million units.
Owing to the peak-season effect and mass shipments of several new models by Taiwanese makers, Taiwanese PDA shipment volume grew 4.2 percent year-on-year and 13.6 percent sequentially to 4.1 million units in the fourth quarter of 2006, boosting the Taiwanese PDA phone IC market volume by 31.7 percent sequentially to 3.5 million units.
The Taiwanese Application Processor (AP) market volume rose 13.6 percent sequentially to 4.1 million units in the fourth quarter of 2006, thanks to the rollout of new models by ASUS, CCI, Eten, HTC, and IAC, as well as the peak-season effect and the slight sequential shipment volume growth of handheld devices without phone functionality, such as pure PDA and GPS PDA.
Meanwhile, affected by the decline in share of products featuring high-end Intel XScale, ASP dropped to US$14.8, from US$14.9 in the third quarter.
Market value, however, rose 12.9 percent sequentially to US$60.8 million.
"Benefiting from the brisk shipment of HTC's major 3G model Hermes and new model Trinity, in addition to that of Mio's and Wistron's GPS PDAs, Samsung saw its market share leap to 27.6 percent in the fourth quarter, up from 22.8 percent in the third quarter," MIC said.
"With the shipment of HTC's major models, including 2.8-inch Artimes, Herald, Excalibur, Wizard, and Prophet going strong, TI's market share advanced from 29.1 percent to 30.6 percent."
The market share of AP market leader Intel continued to be squeezed by Samsung and TI, dropping to 41.7 percent in the fourth quarter, down 6.3 percentage points sequentially.
In addition to the menace posed by its rivals, Intel's decline in market share decline can also be attributed to higher costs and higher power consumption of its chips, prompting Taiwanese makers to switch to TI and Samsung chips for value-line PDA phones. As a result, Intel chips were only employed in higher-end PDA phone models.
Due to the sequential growth in Taiwanese PDA shipment volume, Taiwanese PDA Bluetooth, GPS, and Wi-Fi chip market volume hit 3.95 million, 1.49 million, and 2.54 million units in the fourth quarter respectively, up 28.2 percent, 24.5 percent, and 38.4 percent sequentially.


Updated : 2021-07-30 15:24 GMT+08:00