Qualcomm and Intel missed the tablet processor boat in 2011, says Strategy Analytics, with neither failing to make inroads into the tablet applications processor market.
Apple led the apps processor market with 59% shipment share in 2011 on the strength of strong global demand for iPad 2.
In the non-Apple tablet apps processor market, TI and Nvidia grabbed the lion’s share in 2011. TI led the non-iPad tablet apps processor market with 35% share followed by NVIDIA with 34%.
TI’s tablet success can be attributed to its high-volume design-wins at Amazon (Kindle Fire) and Barnes & Noble (Nook), says Strategy Analytics.
In contrast to the smartphone market, Nvidia performed well in the tablet market, thanks to its design-wins at Acer, Asus, Samsung, Sony, LG, Motorola, Toshiba and others. NVIDIA is well positioned to capture further share in tablets with its quad-core Tegra 3 processor in 2012.
Strategy Analytics believes Qualcomm is well-positioned to capture meaningful share in LTE tablets and Windows 8 tablets in 2012. Intel is also expected to ramp up its tablet activity in 2012 to defend its dominant share in Windows PCs.
Strategy Analytics adds: “We think Broadcom, ST-Ericsson, MediaTek, Marvell and Renesas need to improve their tablet market focus in 2012 as these companies haven’t scored significant tablet design-wins so far.”