Study Examines MID Market
Portable Design News, Wednesday August 06, 2008
Forward Concepts has announced the publication of a new study that covers the market prospects of the emerging Mobile Internet Device (MID) that serves a gap between high-end smartphones and ultra-portable PCs (UMPCs). In addition to MIDs, the report covers the chips that go in them, both high-end ARM-based application processors and Intel's new competing Atom X86-heritage processor. Cellular-centric chips that enable mobility are also covered in detail. Some key findings include:
- Mobile Internet Devices (MIDs) represent a new class of mobile communications and lifestyle devices. Its hardware, software and form factor will require design from the ground up in order to meet market requirements for features, price, performance, and power requirements.
- The user interface will be key to success and will likely need to be capable of responding not only to touch-based inputs but also keep pace with other evolving input methods such as ones based on motion, gesture, placement, etc.
- Although Apple's 3G iPhone plows new ground in Internet access, user interaction and utility, we don't consider it to be a MID, since we believe a true MID also requires a larger (4- to 6-inch) screen with higher resolution (VGA), TV out and optional Mobile TV capabilities.
- We predict that global MID shipments will grow from 305,000 units shipped in 2008 to almost 40 million in 2012, reaching $12 billion in revenue.
- Integrated circuits for MIDs are forecast to grow from $29 million in 2008 to $2.6 billion in 2012.
- Intel has a much better shot at UMPCs, being predominantly an enterprise play, where x86 compatibility is important, and with battery life expectations in line with notebooks.
- Texas Instruments, with its mature and proven OMAP application processor family and the largest market share of the stand-alone Smartphone applications processor market, is one of the two best-positioned non-X86 semiconductor vendors for supplying stand-alone applications processors for all classes of MIDs.
- Qualcomm is the other best-positioned non-X86 semiconductor vendor, with its powerful new SnapDragon application processor and the company's market-leading 3G wireless solutions required for the MID market.
- Other chip suppliers will have plays in the MID market, including Nvidia, with its strong graphics capability which will play well for gaming applications and Samsung, with its applications processor experience and stacked memory capability.
The study forecasts low-end, mid-range and high-end MID markets and the integrated circuits, including application processors, digital basebands, RF transceivers and PA's, graphics and other coprocessors, imagers, touch-screen controllers, and peripheral chips like Wi-Fi, WiMAX, GPS, Bluetooth and Mobile TV.
Forward Concepts, Tempe, AZ (480) 968-3759 [www.fwdconcepts.com]
