FM Receivers in Smartphones. Skip Pizzi NAB

Transcription

1 FM Receivers in Smartphones Skip Pizzi NAB

2 Contents Advantages of FM Radio in Smartphones U.S. Smartphone Sales Data Smartphone FM Readiness Analysis by U.S. Carriers Teardown Analysis Power Consumption

3 Advantages of FM in Smartphones Benefits to users, carriers and broadcasters Low cost to implement Instantly available and relatively consistent service Battery life extension No data plan impact Network offloading Local content The power of convergence: Hybrid Radio

4 FM Receivers in Smartphones: U.S. Smartphone Sales Data

5 FM Radio Capability in Top-selling U.S. Smartphones (% of total sold), 2Q % FM Radio Activated* 56% 37% FM Radio Easily Activated** FM Chip Installed, Not Activated Unknown 3% *FM radio activated by at least one major U.S. carrier using these phones. **Some international versions of these phones have activated FM radios. Activating FM in U.S. versions would likely not involve changes to hardware. Source: ABI Research

6 FM Radio Capability in Top-selling U.S. Smartphones (% of total sold), 2Q % 4% FM Radio Activated* FM Radio Easily Activated** FM Chip Installed, Not Activated Of these nonactivated phones, 88% are Apple iphones 3% 37% Unknown *FM radio activated by at least one major U.S. carrier using these phones. **Some international versions of these phones have activated FM radios. Activating FM in U.S. versions would likely not involve changes to hardware. Source: ABI Research

7 Smartphones Sold in U.S. with FM Radio Activated (millions)* 10.3 Millions * FM radio activated by at least one major U.S. carrier using these phones Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 Sources: Strategy Analytics and ABI Research

8 Smartphones Sold per Quarter (millions): Total Units vs. FM Activated Units* Millions Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 * FM radio activated by at least one major U.S. carrier using these phones. Total Sold FM Activated Sources: Strategy Analytics and ABI Research

9 FM Radio Capability in Top-selling U.S. Smartphones (% of total sold), 2Q % 4% FM Radio Activated* FM Radio Easily Activated** FM Chip Installed, Not Activated Of these nonactivated phones, 88% are Apple iphones 3% 37% Unknown *FM radio activated by at least one major U.S. carrier using these phones. **Some international versions of these phones have activated FM radios. Activating FM in U.S. versions would likely not involve changes to hardware. Source: ABI Research

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13 FM Radio Capability in Top-selling U.S. Smartphones (% of total sold), 2Q % 4% FM Radio Activated* FM Radio Easily Activated** FM Chip Installed, Not Activated Of these nonactivated phones, 88% are Apple iphones 3% 37% Unknown *FM radio activated by at least one major U.S. carrier using these phones. **Some international versions of these phones have activated FM radios. Activating FM in U.S. versions would likely not involve changes to hardware. Source: ABI Research

14 FM Receivers in Smartphones: Smartphone FM Readiness

15 A Hierarchy of Implementations Class 1: FM receiver hardware on board Connectivity chip includes WiFi, Bluetooth, FM Class 2: FM receiver on board and connected RF in, audio (+ data) out Class 3: UI exposed (FM app preloaded) Class 4: Hybrid radio enabled

16 A Hierarchy of Implementations CLASS DESCRIPTION EXAMPLES 1 FM Chip Onboard, unconnected Samsung Galaxy S4 Apple iphone 5S 2 FM Chip Connected, no UI HTC One M8 (Verizon) 3 FM Fully Enabled 4 Hybrid FM Enabled Motorola Moto G Samsung Galaxy S3 (Non-U.S.) HTC One M8 (AT&T) Samsung Galaxy S5 (Sprint) HTC One M8 (Sprint)

17 Differential Deployment U.S. vs. International Versions Differences between U.S. carriers The Sprint Effect The special case of Apple iphones

18 FM Receivers in Smartphones: Analysis by U.S. Carriers

19 Major U.S. Carriers Market Share [CATEGORY NAME], [PERCENTAGE] [CATEGORY NAME], [PERCENTAGE] [CATEGORY NAME], [PERCENTAGE] [CATEGORY NAME], [PERCENTAGE] [CATEGORY NAME], [PERCENTAGE] Source: Chetan Sharma Technology & Strategy Consulting

20 U.S. Carriers Enabling FM Chip (as of January 1, 2016) 34% of market share will not have FM Radio enabled through agreements as of January 1, 2016 U.S. Cellular, 1% Verizon, 33% T-Mobile, 16% Sprint, 16% AT&T, 34% Three major carriers (with 66% of U.S. market) will encourage FM chip activation for their Android phones sold after Jan. 1, 2016.

21 iphones Sold by Major U.S. Carriers [CATEGORY NAME], 36% [CATEGORY NAME] [CATEGORY NAME] [CATEGORY NAME], 44% [CATEGORY NAME] [CATEGORY NAME] Sprint [CATEGORY NAME], 27% [CATEGORY NAME], 31% Sources: Chetan Sharma Technology & Strategy Consulting and ABI Research

22 FM Receivers in Smartphones: Teardown Analysis

23 Sony Xperia Z3

24 Broadcom BCM 4339 connectivity chip (includes Wi-Fi, BT, and FM receiver) Courtesy ABI Research

25 Connectivity chip Courtesy ABI Research

26 Nokia Lumia 1520

27 Courtesy ABI Research

28 Courtesy ABI Research

29 Courtesy ABI Research

30 1: Connectivity chip 2: Crystal 3: Multi-Layer Ceramic Filter/Diplexer (2.4 GHz/5 GHz) Courtesy ABI Research

31 FM Receivers in Smartphones: Power Consumption Comparison

32 Power Consumption Comparison USAGE AVG. POWER CONSUMPTION EXPECTED BATTERY LIFE FM Radio 0.21 Watts hrs Spotify IP Streaming Pandora IP Streaming TuneIn Radio IP Streaming 1.32 Watts 6.04 hrs 1.01 Watts 7.90 hrs 1.27 Watts 6.26 hrs Source: Sprint/NextRadio study, July 2013

33 Thank You! Skip Pizzi Senior Director, New Media Technologies NAB, Washington, DC