Gartner Research

Forecast Overview: Mobile Phone Production and Semiconductors, Worldwide, 2018

Published: 22 August 2018

ID: G00347207

Analyst(s): Roger Sheng, Jon Erensen, Bill Ray


Mobile phones represent the largest application for the semiconductor market by revenue, but the market is saturating. Technology product managers at smartphone vendors must prepare for increases in the bill of materials in 5G and RF and focus on differentiating flagship models.

Table Of Contents
  • Overview
  • Companion Documents

Market Description

  • The Rise of the Smartphone
  • The Turnkey Business Model
  • The Role of Wireless Service Providers
  • Mobile Phone Semiconductors
  • Phone Mix Implications for the Semiconductor Market
    • Premium Smartphones
    • Basic Smartphones
    • Utility Smartphones
    • Traditional Phones
    • The Transition to 4G LTE and 5G
    • High-Performance Application Processors and On-Device Artificial Intelligence
    • Image Capture and Sensor Proliferation

Foundational Assumptions

  • End-Market Demand
  • Mobile Phone Price Points
  • Features and Functions
  • Wireless Carrier Roadmap
  • System Design
  • Functional Integration
  • Technology Node

Market Model or Methodology

  • Forecast Components
    • Mobile Phone Unit Production
    • Mobile Phone Semiconductor Device Unit Content
    • Mobile Phone Semiconductor Device ASPs
  • Influencing Factors
    • Carrier Subsidies/Promotions
    • End-Market Demand
    • System Design and Functional Integration
    • Features and Functions
    • Supply and Demand and Cost Reduction
    • Semiconductor R&D Spending
    • Capital Spending
  • Connections
    • Enterprise Spending > End-Market Demand
    • Consumer Spending > Channel/End-Market Demand
    • Features and Functions > System Design
    • Device and Package Design > Functional Integration
    • Technology Node > Functional Integration
    • Device and Package Design > Features and Functions
    • Technology Node > Cost Reduction
    • Capital Spending > Manufacturing Utilization

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