Bluetooth shipments now are gearing up in the third and fourth quarters. As more solutions become Bluetooth Special Interest Group (SIG) certified, shipments will pick up in the first half of 2000 to be included in equipment for the second half. Bluetooth
really will begin to sink its teeth into the market in 2001. If acceptance in the marketplace goes well, the manufacture of Bluetooth-enabled equipment could exceed 400 million units by 2004.
The opportunity for radio and baseband solutions will surpass to $1 billion in shipments by 2002 and will reach $3 billion by 2005. This is assuming that the delay between chip shipments and the manufacturing cycle results in about 15 percent of the chips
being shipped in the calendar year prior to the equipment being manufactured.
The first markets to take off primarily will be high-end cellular and PCS handsets and notebook PCs that are geared toward the corporate market or business user. The reason for this is basically cost. Additionally, mobile warriors will be first to snatch the opportunity for synchronizing and sharing all kinds of information, such as contacts and calendars, between their mobile phone, notebook, and palm companion. These nomads also will be quite happy to leave their cables behind.
In terms of volume, the second wave will include digital cameras, printers, automotive, home networking, and a variety of vertical markets.
Bluetooth is great, glad to see the members finally coming to agreement, but I would buy ATML if I wanted to make a play on that market. SiGe should work well for that application. It wouldn't surprise me if RFMD plans to use ATML as a supplier using RFMD designs. Does anyone have more specifics on RFMD's activities and plans?
Was it Intel or Microsoft that fought the standard because they were for a proprietary solution over an open solution? Wouldn't surprise me if it was both of them.