During the last quarter, estimated $8.8 billion worth of revenue was generated from chips consumed in various communications equipment including Broadband, VoIP, Optical Networking, Mobiles and 802.11x technologies. In terms of volume around 812 million units of semiconductor materials (ICs, SoCs, ASSPs, etc) were shipped.

Texas Instruments leads the market with earnings of around $1.63 billion during 2Q07 which represents about 18.5% share of the total market. Other leaders in the communication chips market include Freescale, ST Microelectronics, Broadcom and Qualcomm.

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Worldwide broadband chip market hit $2 billion revenue mark for the quarter 2Q07. Broadband chip shipments for the same period were estimated at 111.44 million units.

Texas Instruments continues to maintain lead in this segment with around 28% of the total share. ST Micro is the second largest player holding around 20% market share. Other significant players are Freescale, Broadcom and Infineon.

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VoIP chips generated revenues of $653 million during 2Q07 with shipments touching 27 million units. These shipments include baseband chips used for various VoIP equipments on core and CPE side, as well as silicon which incorporates VoIP capability as a secondary functionality.

Broadcom leads the market. CPE chip vendors are leading the market in general owing to large volume shipments. Although average selling prices of chips are declining, volumes of CPE being shipped each quarter offsets the reducing prices. Broadcom has a revenue share of around 27%. Texas Instrument follows the market with around 20% of the share.

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802.11x and Bluetooth chip market worldwide revenues during 2Q 2007 touched over a billion at $1,073 million. Nearly 39.75 million chips 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.

Broadcom leads the market with around 22% of revenue share. Freescale, Texas Instruments, CSR and STMicrosystems followed that lead in that order. The top 5 vendors in this segment made up 71% of the total revenues for the period. Consumption-wise they supplied 69% of the total chips used.

Worldwide cellular chip market revenues for 2Q 2007 touched an estimated $1,910 million. An estimated 130.6 million chips were shipped during the quarter.

The market was led by Texas Instruments which had a share of around 24.2%. That lead was followed by Qualcomm, Freescale, Broadcom and STMicrosystems in that order. Together these five generated around 68.8% of the total revenues generated by cellular chip sales.

Cellular chips 2Q07 update tracks the shipment of chips that are mainly used in handsets and core network elements in cellular technologies that include GSM, CDMA, and 3G.

Revenue for Sequans in 2Q'07 was in the range of $4-5 million. The company crossed a total of 25 customers in this quarter. This excludes the design wins.

Unit wise, it shipped around 63,000 chips for base stations and client devices. Majority of them were for client side. These chips were both for IEEE 802.16-2004(d) and IEEE 802.16e.

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• Company revenues for 2Q’07 were $59.2 million, up by 2% compared to previous quarter. Communications Chip revenue was around $30 million

• Device wise revenues were FPGA $13.5 million and PLD $45.7 million. FPGA showed an increase of 14% in revenues this quarter

• Experienced a rebound in orders from major customer accounts. Quarterly revenues from top 15 accounts grew 21%

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VoIP silicon maker Octasic had a great quarter with revenues up by 50% compared to 1Q'07. Octasic had estimated revenues in the range of $6-8 million in the quarter.

Asia-Pac generated around 55% of the company’s revenues. China alone contributed around 50% of total revenues. US generated 40% of Octasic 2Q'07 revenues and EMEA accounted for just 5%.

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Optical Networking chips generated an estimated $250 million during 2Q 2007. PMC-Sierra took about 32% of the pie. Top 5 vendors in optical networking chip market - PMC-Sierra, Broadlight, Teknovus, Ikanos and Conexant accounted for an estimated 53% of the total revenues.

Unit wise they contributed nearly 57% of the total consumption during the quarter.

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Our upcoming quarterly update on communication chips reveals that EPON is selling much more than GPON. Apparently GPON is not so hip among the carriers. EPON is integration of Ethernet with PON and carriers are already familiar with Ethernet. On the other hand, GPON solutions are much more costly than EPON and this is going to remain so for a while.

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Communications Chip maker Ikanos earned a quarterly revenue of $25.7 million, up by just 4.47% compared to 1Q'07. The major causes for a relatively flatter revenues were all external: correction in inventory by carriers in Japan, product transition by Korean carriers and lower volume sales of ADSL modems in Europe. Ikanos's major portion revenue (almost 86%) comes from these countries and regions.

Of Ikanos product mix, revenues from chips going into Access equipment were around $13.88 million (54%) and the remaining 46% ($11.82 million) came from the Gateway market.

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2Q'07 was a strong quarter for Teknovus particularly for EPON chips. The company revenues for this quarter were in the range of $10-15 million - obviously all of them coming from the Optical Networking chips.

Some of the prominent customers that contributed to 2Q07 revenues were Mitsubishi, Suminet, Salira, Ocean Broadband, Furukawa, Fujitsu and Samsung. This quarter Teknovus announced deployment for Chunghwa Telecom and China Telecom. Japan and Korea have started to deploy EPON and China continues to grow steadily.

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Q2’07 group revenues for Infineon were $2.36 billion. Excluding Qimonda, the revenues were $1.36 billion for the quarter. Compared to last quarter the revenues were down 11%. However less Qimonda, there was an increase of 3%. Segment wise, Automotive, Industria and Multimarket brought in $.102 billion, Communication revenues were around $350 million and other Operating Segment revenues were $72.97 million for the quarter. Qimonda had revenue of near a billion at $999.78 million.

Communications chip contributed around 25.73% of Infineon revenues during Q2’07. There was an increase in revenues for this segment by about 10% on quarter basis. These included revenues of around $13.51 million that rose out of sales to Qimonda itself. No single customer contributed to 10% of revenues for the quarter.

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• The overall revenues for 2Q’07 were around $75 million, of which around 100% came from IC sales. Compared to 1Q’07 there was net increase of 2% in the revenues realized.

• Around 90% of the revenues came from non-US customers.

• There was no customer making 10% of sales.

• Around 30 customers contributed half of the revenues.

• Regarding distribution, direct and channels sales contributed equal amount of revenues for this quarter.

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• Conexant Q2’07 revenues were $179.5 million, down by 10.2% compared to Q1'07.
• Imaging and PC Media contributed 40%, Broadband Access 30%, Broadband Media processor 25% and the remaining 5% came from Embedded Wireless Network.
• The primary cause of decrease in revenues was due to some specific and generic changes in Broadband Media Processing segment. There was discontinuation of cable STB product program by a major customer. Besides, there was around 22% decrease in average selling prices and an 8% decrease in unit volume shipments.

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