Nokiaによる新しいICソリューションベンダーの選定と携帯電話用IC産業における影響

On August 8, 2007, leading international mobile phone vendor Nokia announced that it was adjusting its long-standing IC development model based on in-house R&D to make greater use of technology licensing and multi-sourcing. This indicates a concrete manifestation of a change in Nokia' s strategy that has been forced on the company by changes in the mobile phone industry environment. Nokia has been collaborating with Texas Instruments for some years now; it has now also begun to adopt IC solutions supplied by STM, Broadcom, and Infineon. A few days after Nokia' s announcement, on August 20, Infineon revealed that it was acquiring LSI' s mobile products division for 330 million Euros. These two announcements have sent shockwaves through the mobile phone IC market. This report will examine the strategic thinking behind Nokia' s change in strategy, and will consider how the new strategy will affect the competitive balance in the global mobile phone IC industry.

Table of Contents

Overview of Nokia' s IC solution development; Nokia' s mobile phone IC and baseband suppliers; Nokia' s selection of new IC solution vendors and its implication for the worldwide mobile phone IC suppliers; current development and future trends for the worldwide mobile phone IC industry

• Overview of Nokia' s Chip Strategy Development
• Nokia' s New Chipset Strategy
  • In-house IC Development as Nokia' s Core Competency
  • Moving Towards Software and Value-added Services
  • Meeting the Needs of Individual Technologies and Product Lines
• Current State of the Global Mobile Phone IC Industry
  • Mobile Phone Brands Decreasing Adoption of Own-developed Chipsets
  • A Wave of Mergers Causing the Concentration Ratio to Rise
• MIC Perspective

Adcore-Tech, Agere System, Analog Device Incorporation, BenQ-Siemens, Broadcom, Ericsson Mobile Platforms, Freescale, Gate5, Infineon, Intel, Intellisync, KDDI, LG, Loudeye, LSI, Marvel, Matsushita, Mediatek, Motorola, NEC, Nokia, NXP, Philips, Qualcomm, Renesas, RFMD, Samsung, Siemens, Silicon Labs, Skyworks, Sony Ericsson, Spreadtrum, STMicroelectornics, Texas Instruments, Twango

• Table 1 Nokia' s Main IC Suppliers in 2006
• Table 2 Nokia' s Potential Future Mobile Phone IC Suppliers
• Table 3 The Baseband IC Suppliers of the Top Five Global Mobile Phone Brands in 2006
• Table 4 Global Mobile Phone IC Suppliers' Mergers and Acquisitions during 2006 and 2007

• Figure 1 Global Mobile Phone Baseband IC Market Share by Supplier in 2006
• Figure 2 Global Mobile Phone IC Suppliers' Chip Technology and Market Share