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Qualcomm tails Intel as top embedded processor vendor in 2012

Posted: 05 Jun 2013 ?? ?Print Version ?Bookmark and Share

Keywords:embedded processors? ASIC? ASSP? PLD? FPGA?

According to the latest report from Semicast, Intel was the largest supplier of embedded processors last year, just ahead of Qualcomm. Broadcom maintained its position as third largest supplier, while Samsung traded places with Texas Instruments for fourth and fifth, respectively, added the market research firm.

Semicast defines embedded processing to include ASICs, ASSPs, PLDs, FPGAs, 32/64bit MCUs and embedded microprocessors and general purpose DSPs; compute CPUs and 8/16bit MCUs are excluded. Embedded processing is a vast market, estimated to have been worth about $90 billion in 2012, or nearly one-third of the semiconductor total available market (TAM). Like the semiconductor market as a whole, revenue growth for embedded processors has stalled somewhat in recent years, totalling $89 billion in 2010 and $83 billion in 2008. However within this slowly growing market there have been clear winners, mostly those companies with a focus on tablets and smartphones.

Although Intel has been the largest vendor of embedded processors since Semicast first presented this analysis in 2008, its lead over Qualcomm has been steadily eroded. While the statistics exclude compute CPUs, Intel is nonetheless a dominant provider of other chips for PCs, in particular motherboard chipsets, while demand for its x86 embedded processors continues to grow in markets such as communications infrastructure, set-top boxes and industrial automation. However the big picture trend reflects changes in demand for PCs against tablets and smartphones, with Intel dominant in the former and Qualcomm in the latter. In the first quarter of 2013, industry estimates suggest shipments of PCs fell by around 15 per cent YoY, with combined shipments of tablets and smartphones surging by almost 55 per cent. If these trends were played out across the full year, Semicast predicts that Intel would lose its position as the leading embedded processor vendor to Qualcomm in 2013. While seemingly unthinkable just a few years ago, this highlights the falling influence of the PC on the semiconductor industry and also Intel's limited success in growing its presence in tablets and smartphones so far.

The clear winner in the vendor ranking over the last four years is Samsung, which has been propelled up the ranking by explosive growth in tablets and smartphones. Samsung is judged to have risen from fourteenth place in 2008 to fourth in 2012 and is within striking distance of passing Broadcom for third.

Two companies which have dropped several places down the rankings are Renesas and STMicroelectronics. Both companies have historically held a strong position in the cell phone processor market, but their respective mobile operations, Renesas Mobile and ST's joint venture with Ericsson, have not been able to keep pace with the leading players.

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