

This report analyses the LTE device chipset market. The deployment of LTE,
FDD, and TDD will greatly depend on the pace of development of affordable
chipsets to power all sort of devices. Numerous chipset vendors are jostling
to take the lead in this market, but we anticipate that there won' t be room
for all and that further consolidation will take place.
• Learn the status of LTE FDD and LTE TDD chipset development and
commercialization.
• Compare LTE strategies of major chipset vendors (Qualcomm,
ST-Ericsson, Broadcom, Intel/Infineon, Mediatek) and specialists (Sequans,
Altair, etc.).
Today, there is no doubt in the industry that LTE will ultimately become the
leading mobile broadband technology. This naturally raises lots of interest in
the chipset community. All the traditional cellular chipset giants - Qualcomm,
ST-Ericsson, Infineon (to be acquired by Intel), Mediatek - have high
expectations for the LTE market.
We expect increased competition with other well-established traditional 3GPP
suppliers such as Broadcom and Renesas, which have demonstrated their
readiness to invest in support of their LTE ambitions.
There are also many WiMAX specialists that decided to jump onto the LTE
bandwagon. Facing lower WiMAX prospects than initially hoped, they have bet on
the technical similarities between the two technologies to quickly attack the
LTE opportunity.
• What are the LTE strategies of the main chipset vendors?
• Is consolidation likely to continue in the chipset industry?