802.11x and Bluetooth chips generate $1.12 billion in 3Q07
802.11x and Bluetooth chips generated an estimated $1.12 billion worldwide during 3Q07. Nearly 41.4 million chips in this category were shipped during the period. These chips were used for both core and CPE devices in various wireless technologies like WiFi, WiMAX, Bluetooth, Zigbee and WiBro. However, chip usage in core devices fetched more revenue compared to CPE where the usage was more in terms of units.
Compared to 2Q’07 results, the segment witnessed a q-o-q growth by about 4%. All the top 5 leaders in this segment improved their market share, although marginally. Unit wise they saw some proportionate increase. I am therefore inclined to assume that the average selling price in this segment did not see any significant fluctuations.
Broadcom leads the market maintaining 22% of the revenue share. Freescale, Texas Instruments, CSR and STMicrosystems followed that lead in that order. The top 5 vendors in this segment made up 73% of the total revenues for the period. Consumption-wise they supplied 71% of the total chips used.







