Semiconductor Sector Overview: MRVL, IDCC, ARM, TSRA
December 7, 2009
It may still be a bit of a bumpy ride for semiconductor manufacturers, even as the smartphone market grows at a steady clip. According to Gartner, semiconductor revenue in 2010 is expected to increase 13% and rebound to 2008 levels of $255 billion as the PC market continues to strengthen, but in 2009, it is on pace to decline 11.4% to $226 billion. In 2010, PC shipments are projected to increase 12.6% to 336.6 million units. Let’s take a look at how Marvell and semiconductor IP players, ARM, Tessera, and InterDigital are benefiting from the recovering semiconductor market.
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