WCDMA handset semiconductor revenue will see a compound annual growth rate (CAGR) of over 10% between 2009 and 2014, exceeding $30 billion by 2014. Overall handset semiconductor revenue will see a more moderate five-year CAGR of 2.1%, as semiconductor revenue for CDMA and GSM handsets declines throughout the forecast period, according to market research firm In-Stat.

The new In-Stat research found the following:

LTE Applications/Multimedia processor revenue will exceed $400 million by 2014.
TD-SCDMA handset semiconductor revenue is accelerating in 2010, increasing more than five-fold compared with nascent 2009 levels.
On a regional basis, the Latin America region will see among the most significant growth in WCDMA handset semiconductors, exceeding the Middle East & Africa (MEA) by 2011, and the North American and Eastern European regions by 2012.

The research, “Worldwide Cellular Phone Components 5-Year Forecast” , covers the worldwide market handsets and handset semiconductors. It includes:

5-year forecasts (2009–2014) for handsets, handset revenues, and handset semiconductor revenue by region and technology type (TD-SCDMA, LTE, WCDMA, CDMA, and GSM).
5-year attach rate forecasts (2009–2014) for phones with:
Wi-Fi dual-mode
Analog TV tuners
Bluetooth
Cameras
GPS
Accelerometers
Pico projectors
Touchscreens

Handset semiconductor revenue forecasts by function by technology type:
Digital Baseband Processor
Analog Baseband
Apps/Multimedia Processor
Memory
Radio, Power Amplifier
Other ICs & Discretes

The debut of the iPad promises significant opportunities well beyond just Apple. The iPad promises to energize the emerging tablet PC segment, creating a potential semiconductor opportunity of over US$4.1 billion in 2014, reports In-Stat. Other component vendors will capitalize on the new opportunity for batteries and displays, as well.

Recent research by In-Stat found the following:

• The potential unit Total Available Market (TAM) for Tablets is about 50 million in 2014.
• Based on device Bill of Material (BoM) estimates, initial pricing of mainstream tablets should be in the $400–$500 range. 
• Thus far, only Apple and ICD have indicated carrier strategies, and only Apple offers an entire solution that includes content and applications. 
• Positioned between smartphones and PCs, tablets are attracting the interest of consumer electronics (CE) and computing OEMs.