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Smartphone Application Processors Update: Strategy Analytics

Posted in Device Platforms by Manas Ganguly on October 18, 2013

The global smartphone applications processor market continued to show strength and grew 44 percent year-on-year to reach $4.4 billion in Q2 2013, according to the Strategy Analytics. Qualcomm, Apple, MediaTek, Samsung and Spreadtrum captured the top-five revenue share spots in the smartphone processor market in Q2 2013. Qualcomm maintained its dominance in the smartphone applications processor market with 53 percent revenue share followed by Apple with 15 percent share and MediaTek with 11 percent share in Q2 2013.

Multi-core processors accounted for around 66 percent of all smartphone apps processor shipments in 1H 2013, up from 40 percent in 1H 2012. Quad-core smartphone applications processor shipments registered five-fold growth in 1H 2013 compared to 1H 2012, while single-core smartphone applications processor shipments declined by 14 percent in the same period. Qualcomm, Apple, Samsung, MediaTek and ST-Ericsson captured top-five volume share spots in the smartphone multi-core applications processor market in 1H 2013.

Low-cost suppliers MediaTek and Spreadtrum together captured over one-third volume share in the smartphone applications processor market in Q2 2013, thanks to the smartphone boom in emerging markets. MediaTek and Spreadtrum’s improving global footprint coupled with their maturing product portfolio could spell a threat to global players such as Qualcomm, Broadcom, NVIDIA and Intel.

Qualcomm maintained its dominance in the smartphone applications processor market helped by its LTE leadership. After a successful run with its Snapdragon 600 family of chips in the first half of 2013, Qualcomm is well-positioned to repeat it in the second half with its flagship Snapdragon 800 family of chips

Google crosses the chasm from Desktop to Mobile! (And continues to rake the moolah)

Posted in Internet and Search, Mobile Computing by Manas Ganguly on October 18, 2013
Google Stock Price Since Debut

Google Stock Price Since Debut

Google shares jumped past $1000 mark, as its results convinced the markets that it had finally crossed the chasm between Desktop advertising to Mobile advertising. The rise of mobile devices had raised fundamental questions for the company: Would users conduct as many searches as on PCs? Would they click on as many ads? Would advertisers pay as much for a fingernail-sized spot on a phone as they do on a PC? The numbers Google disclosed undercut those fears. The number of “paid clicks”—the times a user clicks on an advertiser’s link during a search—surged 26%, the highest growth rate in a year.

As has been the case recently, the amount paid per click declined, this time by 8%. But the total volume of searches, driven by the rise of mobile devices, far outweighed the falling per-click rates. Mark Mahaney, an analyst at RBC Capital Markets, estimates the total number of paid searches will reach nearly 125 billion in 2013, up 24% from the prior year and nearly triple the figure of five years ago. That is the rough equivalent of 36 clicks on Google ads this year from each of the world’s approximately 3.4 billion PCs, smartphones and tablets. Steadily increasing sales of mobile devices could help Google for a long time. “What all this leads up to is that investors just feel this is a longer-term story.

The spurt made Google the third most-valuable U.S. company by market capitalization, with a value of $338 billion, behind only Apple and Exxon Mobil Corp. What also interesting is that the Google results have also given a spurt to the prices of Twitter, Facebook, Pandora, Yahoo! and other online companies which are contingent on ads.

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