Imagination the Leader in GPU IP, ARM and Vivante Growing Rapidly

The total personal and portable GPU market opportunity projected to be 2.44 billion units in 2018

TIBURON, Calif. -- Sep 25, 2013 -- Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced estimated personal mobile devices graphics chip shipments for the first half of 2013. Personal mobile devices include smartphones, tablets and handheld game consoles.

The market for portable devices (mobile devices that we can carry, including notebooks) continues to soar in spite of economic difficulties and general uncertainty. Although personal devices are not necessarily replacing the PC, they are outselling the PC. All of these devices have a graphics processor (GPU) integrated in the device's system on a chip (SoC) application processor.

JPR has just released a new market study, Mobile Devices and the GPUs Inside, and found that Qualcomm has over 32% of the total market for personal mobile devices.

Except for the four proprietary (vertically integrated) suppliers, of the more than four dozen SoC suppliers characterized as "Others," Imagination Technologies is the overwhelmingly largest supplier of GPU IP to them. However, ARM and Vivante have shown tremendous growth year to year (see Table 1).

Other SoC suppliers that buy GPU IP are Allwiner, Freescale, Huawei, MediaTek, Rockchip, Wonder Media/VIA and others. These companies have participated in the feature phone market, and some of them have recently entered the smartphone, tablet, and handheld game machine segment.

One area that is fueling the growth of portable SoCs is the exploding tablet market in China, which is contributing significantly to the astounding growth that ARM and Vivante are experiencing. As a result of this tablet surge in China, dramatic changes are expected during the next 12 months. Apple introduced a 7-inch tablet, Microsoft brought out its Surface tablet, and Texas Instruments will continue to supply Amazon (even though the company has pulled back from the smartphone market as Nokia loses market share).

The market for SoCs with GPUs grew 81% from the first half of 2012, with market shifts occurring as shown in Table 1 below.

1H'12	1H'13
Qualcomm	29.3%	32.3%
Nvidia	4.9%	1.4%
ARM IP	13.5%	18.4%
DMP IP	0.0%	0.5%
Imagination Technologies IP	52.0%	37.6%
Vivante IP	0.3%	9.8%
TOTAL	100.0%	100.0%

Table 1: Market share changes for portable devices from 1H'12 to 1H'13

As a result of the turbulence in the market, we expect market shares to shift dramatically through 2013.

Over four dozen semiconductor suppliers (Broadcom, Apple, Intel, Marvell, MediaTek, Nvidia, ST-Ericsson, Texas Instruments, Toshiba, Qualcomm, Samsung, etc.) produce application processors. All of those companies fall into one of two categories: vertically integrated, or IP buyers. AMD, Intel, Nvidia, and Qualcomm are the vertically integrated companies with their own GPU and CPU designs; all of the other companies buy GPU IP from one of four IP suppliers (ARM, DMP, Imagination Technologies, or Vivante). The exceptions to this tidy categorization are Samsung, which has an internal GPU design as well as purchasing IP from ARM and Imagination Technologies. Broadcom is also an exception; it has an internal design GPU as well as buying IP from ARM.

The leading high-volume suppliers of application processors (i.e., SoCs) are Apple, Texas Instruments, Qualcomm, and Samsung. ARM supplies GPU IP for some of Samsung's mobile phones, while Imagination Technologies' GPU IP is used in Apple, Texas Instruments, and some of Samsung's mobile phones and tablets.

The upcoming SoC suppliers with impressive design wins to their credit are Intel (proprietary GPU) and Nvidia (proprietary GPU). Qualcomm, however, is the giant in the industry.

JPR's new Mobile Devices and the GPUs Inside market study has 166 pages with 98 tables and figures, reports on portable and personal devices and provides a market forecast to 2018. It sells for $5,000 and comes in electronic form (printed versions are also available). A complete table of contents can be seen at http://jonpeddie.com/publications/mobile-devices-and-the-gpus-inside.

About Jon Peddie Research

Dr. Jon Peddie has been active in the graphics and multimedia fields for more than 30 years. Jon Peddie Research is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research and other specialized services to technology companies in a variety of fields, including graphics development, multimedia for professional applications and consumer electronics, high-end computing and Internet-access product development. Jon Peddie's Market Watch is a quarterly report focused on the market activity of PC graphics controllers for notebook and desktop computing, and its recent market study, Mobile Devices and the GPUs Inside, looks at the market for mobile devices and the suppliers.

View all JPR press releases at http://www.jonpeddie.com/about/press/index.shtml.