According to Eric Esteve, Smartphone shipments have topped 491.4 million units in 2011! After 304 million in 2010, that’s a 61.3 percent year over year increase, according with IDC. IPNEST has revised the smartphone shipments forecast for 2012- 2016, taking into account these latest figures for 2011: we expect almost 1 billion smartphone to be shipped in 2016. If we come back to the actual shipments, in 2011 one out of three wirelesses handset shipped was a smartphone. This is to be compared with 2010, when it was one out of five.
Application Processor Market
With an Average Selling Price (ASP) in the $20 range in 2011 for an application processor dedicated to smartphone, this segment has represented a $10 billion market in 2011. If we look at the Total Addressable Market (TAM), it is slightly smaller… this is an understatement, as the difference between the total market and the TAM is made of the A5 (A4) shipments. Apple shipping application processor to… Apple. As Apple has shipped about 60 million iPhone during 2011, the application processor TAM is equal to (490 -60)*20 or $8.6 billion, or almost 3% of the total SC market of $300 billion.
For more detail information, please see "Smartphone shipments in Q4’11, the Milky Way the new limit!" published in SemiWiki.