2008-2009年全球移动应用处理器产业研究报告 >> 水清木华研究中心

　　所谓移动应用处理器是以各种特定应用（如运算，图形处理，3D生成，MPEG-4/H.264解码，全功能上网）为核心，以移动产品为主要应用领域的应用处理器。其内部可以包含移动通讯的Modem。在其应用的产品中可以是居于核心地位的处理器，也可以是辅助处理器。按照应用领域的不同，我们将其分为5大类。

2008-2012年各种应用处理器市场规模预测

　　应用处理器的出现源自手机应用的不断创新和发展。应用处理器最大的好处在于完全独立在手机通讯平台之外，灵活方便，缩短设计流程，最大化利用已有的经验和IP。照相手机的出现造就了一批专门处理照相后段的应用处理器厂家，而基频厂家在1-2年后将处理照相后段的JPEG解码功能集成在基频中，这就导致了一大批JPEG解码功能的应用处理器厂家在2006年进入低谷期。这些厂家的收入大幅度下滑，出货量锐减。

　　智能手机的应用处理器有两种方式，一种是包含了Modem的高度集成的IC，以高通的SNAPDRAGON为最佳例子，还有飞思卡尔的MXC300-30，Marvell的PXA930。另一种是德州仪器和三星则是单独的计算型IC，不包含Modem。后者导致手机复杂程度增加不少，目前的主流还是前者。前者完成度高，涉及简洁，但运算能力稍差，灵活度低。后者相反。3G领域的任何一种通讯协议都绕不开高通，而选择高通，则意味着高昂的专利费。因此，两者都有存在的理由。

　　手持导航仪受到智能手机的冲击，手持导航仪加上其他功能反而显得多余，因此基本上没有应用处理器的市场。而车载导航仪不同，它未来会变身车用信息系统，可以播放各种流媒体和ＤＶＤ，也可以成为车载电脑。车载导航仪主要是日本厂家生产，所以瑞萨几乎垄断了该市场。其最新产品是SH7775。

　　对于MID的定义有两种，一种是狭义的，一种是广义的。业内通常取前者，本报告也取前者。MID的狭义定义是：为尺寸介于上网本和智能手机之间的移动上网设备是MID。MID强调自己便携性强于上网本，屏幕尺寸大于智能手机，似乎应该有不错的市场前景。不过智能手机的屏幕越来越大，目前平均尺寸都在3.2英寸左右，最大的超过了４英寸。MID的地位尴尬：MID的功能单一，不具备传统手机功能，也无法像上网本那样运行简单的办公系统，它缺乏全尺寸键盘。便携性远不如手机，屏幕远不如上网本，功能比智能手机缺少很多，性能则完全不如上网本。MID最致命的缺陷是其价格，由于销量不高，目前价格高于部分智能手机和部分上网本，所以综合来看MID市场前景暗淡。不过考虑到其可以看作是PMP的升级产品，未来仍然具有一定的市场。

　　上网本是目前最火热的电子产品，也是ARM和英特尔激烈争夺的战场。德州仪器的OMAP 3640是ARM内核处理器的代表作品，在成本、体积、功耗方面占据绝对优势。不过性能方面、在运行大型复杂的软件方面、在产业支持度方面，英特尔占据绝对优势。

The so-called mobile application processor is centered on a variety of particular applications such as Algorithm, graphic processing, 3D formation, MPEG-4/H.264 decoding and full-function online surfing; and is the application processor focus on mobile products. The mobile application processor contains a Modem of mobile communications, and can play as a kernel or an auxiliary role in its applied products. By application fields, mobile application processor can be classified into five categories as following:

Application Processor Market Scale by Category, 2008-2012E

The application processor stems from instant innovation and development of mobile phone applications. Application processor rests its biggest merit with its absolute independence from mobile phone communication platform, being flexibly and conveniently with the shorter design flow and maximum utilization of own experiences and IP. The emergence of camera mobile phone created a group of application processor vendors focus on camera back-end processing, then baseband vendors integrated the IPEG decoding function for camera back-up 1-2 years later, thus resulted the sharp revenue drop and shipment decline of those application processor vendors in the year of 2006.

The application processor of smart phone can be divided into two types, one is the IC highly integrated with Modem, taking Qualcomm’s SNAPDRAGON, Freescale’s MXC300-30 and Marvell’s PXA930 for instance; another is the single algorithm-based IC without Modem, represented by Texas Instruments and Samsung. In opposition to the latter type, the former type featured as high degree of fulfillment and simple design but not quite well in algorithms and flexibility. Any communication protocol in 3G field cannot avoid Qualcomm, but Qualcomm also means a high patent fee. Therefore, the both types have a reason of coexistence.

Portable navigators are under great influence of smart phones. To add much functions on portable navigators seem superabundance, in this sense, application processor has no market, but the situation is different for an in-car navigator due to it will alternatively become the in-car information system which can play sundry stream media and DVD, or become the in-car computer. The in-car navigator is mainly produced by Japanese vendors; therefore, Renesas almost monopolizes the market, and its latest product was SH7775.

MID is defined both in a narrow sense and in a broad sense. As usual, the insiders prefer the definition in the narrow sense, so do this report. MID refers to the mobile network equipment by size between netbook and smartphone. MID has superior portability to netbook and bigger screen size than smart phone, and it seems to have a considerable market prospect. However, the screen size of smart phone is becoming bigger with an average size of 3.2 inches, and the biggest is over 4 inches. MID is of single functionality and has neither the function of traditional mobile phone nor the capability to run the simple office system as Netbook. It also short of full sized keypads, its portability also far inferior to that of mobile phone; The vital defect of MID lies in the price due to its small sales volume. As a whole, MID market has a dim prospect, however, considering MID can be the upgrade of PMP, it will enjoy some market potentials.

Netbook is the highlight of electronic products, and also is the battle field between ARM and Intel. OMAP3640, the masterpiece of Texas Instruments, enjoy the overwhelming advantage regarding cost, volume and power consumption, while Intel enjoys the advantages of performance, the operation of complicated software, and industrial support.

第一章：移动应用处理器简介
1.1、移动应用处理器定义
1.2、非智能手机用应用处理器
1.3､导航仪应用处理器
1.4､MID市场前景

第二章：全球手机市场及发展趋势
2.1､全球手机市场
2.2､全球手机发展趋势
2.2.1､手机互联网时代即将到来
2.2.2､HSPA大规模应用已经展开

第三章：中国手机市场与产业
3.1､中国手机市场
3.2､中国手机出口现状
3.3､中国智能手机市场

第四章：智能手机核心软硬件研究
4.1､智能手机处理器发展趋势
4.2､智能手机处理器现状
4.3､Symbian
4.4､Linux与Windows Mobile
4.5､操作系统总结

第五章：上网本
5.1､上网笔记本电脑定义
5.2､上网本背后的驱动力
5.3､上网本发展趋势:内置数据卡
5.4､上网本硬件构成简介
5.5､上网本全球市场规模
4.5、中国上网本市场
4.6、ARM与英特尔的上网本之争

第四章、应用处理器厂家研究
4.1、德州仪器
4.2、瑞萨
4.3、东芝
4.4、AMD/ATI
4.5、Nvidia
4.6、Mtekvision
4.7、CoreLogic
4.8、意法半导体
4.9、Freescale
4.10、曜鹏
4.11、Marvell
4.12、Broadcom
6.13、卓然
6.14、RMI
6.15、炬力
6.16、Telechips

1. Overview of Mobile Application Processor
1.1 Definition
1.2 Non-smartphones Application Processor
1.3 Navigator Application Processor
1.4 MID Market Prospect

2. Global Mobile Phone Market
2.1 Overview
2.2 Market Developments
2.2.1 Forthcoming Era of Mobile Internet
2.2.2 Large-scale Application of HSPA

3. China Mobile Phone Market
3.1 Overview
3.2 Mobile Phone Exports
3.3 Smartphone Market

4. Core Hardware and Software of Smartphone
4.1 Development of Smartphone Processor
4.2 Status Quo of Smartphone Processor
4.3 Symbian
4.4 Linux and Windows Mobile
4.5 Summary of Operating Systems

5. Netbook
5.1 Definition of Netbook
5.2 Drivers for Netbook
5.3 Development Trend: Embedded Data Card
5.4 Hardware Configuration of Netbook
5.5 Global Netbook Market Scale
5.6 China’s Netbook Market
5.7 Netbook Competition between ARM and Intel

6. Application Processor Vendors
6.1 Texas Instruments
6.2 Renesas
6.3 Toshiba
6.4 AMD/ATI
6.5 Nvidia
6.6 Mtekvision
6.7 CoreLogic
6.8 STMicroelectronics
6.9 Freescale
6.10 Alpha Imaging Technology (AIT)
6.11 Marvell
6.12 Broadcom
6.13 Zoran
6.14 RMI
6.15 Actions Semiconductor Co., Ltd
6.16 Telechips

2008-2012年各种应用处理器市场规模预测
2008年非智能手机应用处理器主要厂家市场占有率统计
ＳＨ７７７５内部框架图
2007-2012年全球手机出货量与智能手机所占比例统计及预测
2007-2008年每季度全球手机出货量与增速统计
2007-2008年每季度手机出货量地域分布
2007-2008年每季度全球手机出货技术分布
2008年全球主要手机品牌市场占有率
2007年1季度到2008年3季度全球主要智能手机厂家市场占有率
2008年全球主要智能手机厂家市场占有率
手机发展趋势图
1995-2012年手机发展趋势预测
2008-2013年手机通讯协议栈发展趋势
拉美UMTS-HSPA网络分布图
2004-2012年中国手机市场销量与智能手机所占比例统计
2008年中国主要手机厂家市场占有率
2004-2012年中国手机产量统计及预测
1999-2008年中国手机出口量统计
2002-2008年中国手机出口金额统计
2008年中国手机出口地域分布
2008年中国智能手机主要厂家市场占有率
2007-2012年上网本内置数据卡类型预测
英特尔上网本基本构成
上网本成本结构
2006-2009年最保守的上网本出货量统计及预测
2007-2012年保守的上网本出货量统计及预测
2007-2011年上网本出货量统计及预测
2008-2013年最乐观的上网本出货量预测
2007-2012年上网本用途分布
2008-2012年中国上网本市场统计及预测
2008年主要上网本厂家市场占有率
OMAP 上网本软件系统结构图
英特尔ATOM处理器与OMAP 3处理器PCB板对比
OMAP 3640与英特尔ATOM对比
德州仪器OMAP路线图
OMAP 4系列简介
OMAP3430/3630内部框架图
OMAP35XX系列处理器内部框架图
瑞萨2004-2009财年收入与运营利润率统计及预测
2007财年瑞萨产品收入结构
2002-2009年SH-Mobile出货量统计及预测
SH-Mobile路线图
SH-Mobile G系列路线图
SH-Mobile G2、G3 显微裸晶(Die) 图
SH-Mobile G3内部框架图
SH-Mobile平台结构
SH-Mobile平台硬件结构
SH-Mobile平台中间件路线图
SH-Mobile平台视频中间件路线图
SH-Mobile平台音频中间件路线图
WMA应用中间件示例
数字电视中间件结构示例
SH-Mobile L3V2内部框架图
SH-Mobile UL内部框架图
SH-Mobile 3（SH73180）内部框架图
SH-Mobile 3A（SH73380）内部框架图
SH7722（SH-MobileR）内部框架图
2001-2010财年东芝半导体业务收入与利润统计及预测
东芝2005-2009财年产品收入结构比例预测
东芝半导体2003-2009财年各领域投资统计及预测
东芝手机应用处理器路线图
东芝手机应用处理器内核结构
东芝手机应用处理器内部框架图
东芝手机应用处理器视频流程图
Nvidia手机GPU内部框架图
TEGRA内部框架图
Mtekvision组织结构
Mtekvision人员配置结构
Mtekvision运作流程
Mtekvision全球分布
1999-2008年Mtekvision销售额与产品结构统计及预测
Mtekvision各型号产品截至2007年2季度累积出货量
2008年1-4季度Mtekvision客户比例结构
2008年1-4季度Mtekvision产品比例结构
2009年1-4季度Mtekvision客户比例结构预测
2009年1-4季度Mtekvision产品比例结构预测
MV8720内部框架图
MV8750内部框架图
采用Mtekvision的手机一览
2003-2008年CoreLogic收入与毛利率统计
2003-2008年CoreLogic产品收入结构
CoreLogic产品路线图
CoreLogic产品技术发展
CoreLogic SWOT
CL6100内部框架图
CL9000内部框架图
2005年1季度到2007年4季度意法半导体各部门收入统计
2007年意法半导体各部门收入结构比例
意法半导体2008年收入结构
意法半导体连续2005-2008年收入统计
意法半导体2008年地区收入结构比例
意法半导体组织结构
意法半导体连续2003-2008年无线领域的收入
意法半导体NOMADIK产品路线图
STN8815内部框架图
STN8815特色
STN8815典型应用图
2006-2008年飞思卡尔产品收入结构
2007年飞思卡尔产品收入结构
IMX系列应用处理器路线图
Sigamtel被收购后的产品路线图
STMP3710内部框架图
STMP3770内部框架图
STMP3731内部框架图
STMP3738内部框架图
STMP3750内部框架图
IMX31内部框架图
IMX31视频流程
IMX31应用实例
IMX35X系列产品一览
IMX37内部框架图
曜鹏产品路线图
2001-2009财年Marvell收入与运营利润率统计
Marvell PXA3XX系列平台典型应用
PXA320内部框架图
2006年1季度到2008年4季度博通产品收入结构
BCM2722内部框架图
卓然2001-2008年收入统计
卓然2002-2008年每季度收入统计
卓然2008年3、4季度地域收入结构比例
卓然2008年3、4季度产品收入结构比例
APPROACH 5内部框架图
APPROACH 7内部框架图
AU1200典型应用图
AU1200内部框架图
AU1300系列产品内部框架图
2003-2008年炬力收入与毛利率统计
炬力产业链流程
炬力产品路线图
TELECHIPS全球分布
2001-2007年TELECHIPS收入及产品分布
2006-2010年TELECHIPS收入与运营利润率统计及预测
2006-2009年TELECHIPS产品下游应用比例结构
TELECHIPS音频领域主要客户及使用该公司产品一览
TELECHIPS手机领域主要客户及使用该公司产品一览
TELECHIPS汽车/家用音响领域主要客户及使用该公司产品一览
TELECHIPS产品路线图
TELECHIPS最新产品简介
TCC7901内部框架图
TCC7901的BSP开发状态
TCC7901音频流程及CODEC开发状态
TCC7901视频流程及CODEC开发状态
TCC7901数字电视开发状态

2008年全球前十三大品牌厂家出货量统计
2008年中国手机产量前25大厂家产量排行
2008年中国手机出口前23个国家及地区
2008年到2009年3月130款上市智能手机CPU与操作系统一览
采用Symbian系统手机及版本一览
2008年3季度全球主要上网本厂家出货量统计
英特尔ATOM处理器全线产品参数一览
英特尔N270、N280性能全面对比
德州仪器最新OMAP 36系列参数一览
采用SH-Mobile处理器的手机一览
使用SH-Mobile的产品一览
SH-MobileG1、 G2、G3特性对比
采用东芝应用处理器的手机一览
ATI手机多媒体芯片一览
使用ATI手机GPU的手机一览
使用Nvidia手机GPU的手机一览
Nvidia手机GPU特性对比
CSP系列产品一览
MVP系列产品一览
MMP系列产品一览
采用STN8815 的手机一览
2006年1季度到2008年4季度飞思卡尔手机部门收入统计
飞思卡尔应用处理器产品一览
曜鹏产品特性对比
曜鹏 MMP产品线产品一览
曜鹏ISP产品线产品一览
曜鹏MAP产品线产品一览
使用曜鹏产品手机的产品一览
博通历次收购简介
RMI ALCHEMY产品一览
TELECHIPS产品一览

Application Processors Market Scale by Category, 2008-2012E
Market Share Distribution of Non-Smartphone Application Processor Vendors in 2008
Block Diagram of SH7775
Global Mobile Phone Shipment and the Overall Proportion of Smart Phones, 2007-2012E
Global Quarterly Mobile Phone Shipment and Growth Rates, 2007-2008
Global Quarterly Shipment of Mobile Phones by Region, 2007-2008
Global Quarterly Shipment of Mobile Phones by Technology, 2007-2008
Global Market Share Distribution of Key Mobile Phone Vendors in 2008
Global Market Share Distribution of Key Smartphone Vendors, Q1 2007-Q3 2008
Global Market Shares Distribution of Key Smartphone Vendors, 2008
Mobile Phone Development Trends, 1995-2012E
Development Trends of Mobile Phone Communication Protocol Stack, 2008-2013E
UMTS-HSPA Network Distribution in Latin America
Mobile Phone Sales in China and the Overall Proportion of Smartphones, 2004-2012E
Market Share Distribution of Key Mobile Phone Vendors in China, 2008
Mobile Phone Output in China, 2004-2012E
Chia's Mobile Phone Export Volume, 1999-2008
China's Export Value of Mobile Phones, 2002-2008
Regional Distribution of Mobile Phone Exports in China, 2008
Market Share Distribution of Key Smartphone Vendors in China, 2008
Types of Netbook Embedded Data Card, 2007-2012E
Basic Constitution of Intel Netbook
Cost Structure of Netbook
Global Netbook Shipment, 2006-2009E (Most Conservative)
Global Netbook Shipment, 2007-2012E (Conservative)
Global Netbook Shipment, 2007-2011E
Global Netbook Shipment, 2008-2013E (Most Optimistic)
Layout of Netbook Applications, 2007-2012E
China's Netbook Shipment, 2008-2012E
Global Market Share Distribution of Key Netbook Vendors, 2008
Software System Structure of OMAP Netbook
PCB Comparison between Intel ATOM Processor and OMAP3 Processor
Comparison between OMAP3640 and Intel ATOM
OMAP Roadmap of Texas Instruments
Brief Introduction to OMAP 4 Series
Internal Framework of OMAP3430/3630
Internal Framework of OMAP35XX-Series Processor
Renesas' Revenues and Operating Profits, FY2004-FY2009E
Revenue Breakdown of Renesas by Product, FY2007
SH-Mobile's Shipment, 2002-2009E
SH-Mobile's Roadmap
SH-Mobile's G-Series Roadmap
Die Microstructure of SH-Mobile G2 and G3
Block Diagram of SH-Mobile G3
Structure of SH-Mobile Platform
Hardware Structure of SH-Mobile Platform
Middleware Roadmap of SH-Mobile Platform
Video Middleware Roadmap of SH-Mobile Platform
Audio Middleware Roadmap of SH-Mobile Platform
Samples of WMA Application Middleware
Samples of DTV Middleware Structure
Block Diagram of SH-Mobile L3V2
Block Diagram of SH-Mobile UL
Block Diagram of SH-Mobile 3 (SH73180)
Block Diagram of SH-Mobile 3A (SH73380)
Block Diagram of SH7722 (SH-MobileR)
Toshiba's Revenues from Its Semiconductor Operations, FY2001-FY2010E
Toshiba's Revenue by Product, FY2005-FY2009E
Toshiba's Investments by Sector, FY2003-FY2009E
Roadmap of Toshiba Mobile Phone Application Processor
Core Structure of Toshiba Mobile Phone Application Processor
Block Diagram of Toshiba Mobile Phone Application Processor
Video Flows of Toshiba Mobile Phone Application Processor
Block Diagram of Nvidia Moible Phone GPU
Block Diagram of TEGRA
Organization Structure of Mtekvision
Staff Configuration of Mtekvision
Operation Flows of Mtekvision
Global Presence of Mtekvision
Sales and Product Structure of Mtekvision, 1999-2008
Cumulated Shipment of Mtekvision's Sundry Product Models, as of Q2 2007
Client Structure of Mtekvision, Q1-Q4, 2008
Product Structure of Mtekvision, Q1-Q4, 2008
Client Structure of Mtekvision, Q1-Q4, 2009E
Product Structure of Mtekvision, Q1-Q4, 2009E
Block Diagram of MV8720
Block Diagram of MV8750
Revenues and Gross Profit Margin of CoreLogic, 2003-2008
Revenues of CoreLogic by Product, 2003-2008
Product Roadmap of CoreLogic
SWOT Analysis of CoreLogic
Block Diagram of CL6100
Block Diagram of CL9000
Departmental Revenues of STMicroelectronics, Q1 2005-Q4 2007
Revenue Structure of STMicroelectronics, 2008
Revenue of STMicroelectronics, 2005-2008
Revenue Breakdown of STMicroelectronics by Region in 2008
Organization Structure of STMicroelectronics
STMicroelectronics' Revenue from Wireless Sector, 2003-2008
NOMADIK Product Roadmap of STMicroelectronics
Block Diagram of STN8815
Features of STN8815
Typical Applications of STN8815
Revenues of Freescale by Product, 2006-2008
Roadmap of IMX-Series Application Processor
Product Roadmap of Sigmtel after being Purchased
Block Diagram of STMP3710
Block Diagram of STMP3770
Block Diagram of STMP3731
Block Diagram of STMP3738
Block Diagram of STMP3750
Block Diagram of IMX31
Video Flow of IMX31
IMX31 Application Cases
Listing of IMX35X Series Products
Block Diagram of IMX37
Product Roadmap of AIT
Revenues and Operating Profit Margin of Marvell, FY2001-2009E
Typical Application of Marvell PXA3XX-Series Platform
Block Diagram of PXA320
Revenue of Broadcom by Product, Q1 2006-Q4 2008
Block Diagram of BCM2722
Revenue of Zoran, 2001-2008
Quarterly Revenue of Zoran, 2002-2008
Zoran's Revenue by Region, Q3 2008 & Q4 2008
Block Diagram of APPROACH 5
Block Diagram of APPROACH 7
Typical Applications of AU1200
Block Diagram of AU1200
Block Diagram of AU1300-Series Product
Revenue and Gross Profit Margin of Actions Semiconductor, 2003-2008
Industry Chain Flow of Actions Semiconductor
Product Roadmap of Actions Semiconductor
Global Presence of Telechips
Revenue and Product Layout of Telechips, 2001-2007
Revenue and Operating Profit Margin of Telechips, 2006-2010E
Telechips' Products by Application, 2006-2009E
Telechips' Main Clients in Audio Field and List of Those Adopting Telechips' Products
Telechips' Main Clients in Car/Household Acoustics Field and List of Those Adopting Telechips' Products
Product Roadmap of Telechips
Overview of Telechips' Latest Products
Block Diagram of TCC7901
BSP Development Status of TCC7901
TCC7901 Audio Flows and CODEC Developments
TCC7901 Video Flows and CODEC Developments
TCC7901 Digital TV Developmentss
Global Top 13 Mobile Phone Vendors by Shipment in 2008
Ranking of Top 25 Mobile Phone Vendors by Output in China, 2008
Top 23 Destinations of China's Mobile Phone Export in 2008
CPU and Operating Systems of 130 Smart Phone Models Launched During 2008 to March 2009
The Mobile Phone Models Adopting Symbian and Its Versions
Global Shipment of Key Netbook Vendors, Q3 2008
Parameters of Intel ATOM Processor Full-Line Products
Overall Performance Comparision Between Intel N270 and Intel N280
Parameters of TI's Latest OMAP36 Series
List of Mobile Phones Adopting SH-Mobile Processor
List of the Products Adopting SH-Mobile
Features Comparisin Among SH-Mobile G1, G2 and G3
List of Mobile Phones Adopting Toshiba Application Processors
Overview of ATI Mobile Phone Multimudia Chips
List of Mobiel Phones Adopting ATI's Mobile Phone GPU
List of Mobile Phones Adopting Nvidia's Mobile Phone GPU
Comparison of Nvidia's Mobile Phone GPU Features
Overview of CSP-series Products
Overview of MVP-series Products
Overivew of MMP-series Products
List of Mobile Phones Adopting STN8815
Freescale's Revenues from Its Mobile Phone Dept., Q1 2006-Q4 2008
Applications Processor List of Freescale
Comparison of AIT' Product Features
Overview of AIT'S MMP Product Lines
Overview of AIT'S ISP Product Lines
Overview of AIT's MAP Product Lines
List of Mobile Phones Adopting AIT's Products
Retrospect of Broadcom's Acquisitions
Product List of RMI ALCHEMY
Product List of Telechips

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