- Qualcomm’s share reached 30% driven by the premium tier.
- UNISOC had a strong Q4 with its share reaching 11%.
- Qualcomm led the 5G baseband market with a 76% share.
Seoul, Taipei, Beijing, New Delhi, London, Boston, Toronto, Hong Kong – February 24, 2022
The global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipments grew 5% YoY in Q4 2021, according to the latest research from有限公司unterpoint’s Foundry and AP/SoC service. 5G smartphone SoC shipments were almost half of the total SoC shipments.
Research Director Dale Gaisaid, “MediaTek led the smartphone SoC marketwith a share of 33%. Its smartphone SoC volumes declined this quarter due to the high shipments in the first half and inventory corrections from Chinese smartphone OEMs. Many customers had built chipset inventories to manage uncertainties in the supply situation.”
On the growth outlook, Gai added, “We expect revenues to grow in Q1 2022 driven by the flagship chipset (Dimensity 9000) for smartphones. Higher 5G penetration will offset the lower seasonal demand. The increase in chipset prices after TSMC’s wafer price hike is reflected from Q4 2021 onwards. 5G migration in regions like APAC, MEA and LATAM and continued LTE demand will help MediaTek have a strong 2022.”
Global Smartphone AP/SoC Shipment Market Share (%), Q4 2020 vs Q4 2021
Source: Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, February 2022
有限公司mmenting on Qualcomm’s performance,Senior Analyst Parv Sharmasaid, “Qualcomm recorded a very strong quarter, growing 18% QoQ and 33% YoY despite component shortages and foundry capacity not being able to keep up with demand. Qualcomm was able to prioritize high-end Snapdragon sales, which come with higher profitability and less impact from shortages than mid-end and low-end mobile handsets. The company was also able to increase supplies from its major foundry partners bydual-sourcingkey products. It captured a 76% share in the 5G baseband shipments driven by Apple’s iPhone 13 and 12 series and premium Android portfolio.”
有限公司mmenting on the growth opportunities, Sharma added, “Qualcomm’sSnapdragon 8 Gen 1 flagshipmobile platform will start shipping from Q1 2022. The performance in Q1 2022 will be driven by design wins in theSamsung Galaxy S22series and launches in the Chinese New Year. Overall, the next inflexion in growth will be in H2 2022 with the launch of 5G handsets by major OEMs. The share of revenues from Android is also growing as more OEMs are adopting Qualcomm’s modem-to-antenna RFFE solution across tiers.”
Global 5G Smartphone Baseband Shipment Market Share (%), Q4 2020 vs Q4 2021
Source: Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, February 2022
Summary:
MediaTekled the smartphone SoC market in Q4 2021 with a 33% share. Shipments declined due to inventory correction as many customers had built inventories due to supply chain constraints.
Qualcommgrew 18% sequentially due to the premium segment and dual-sourcing from foundries. It dominated the 5G baseband modem shipments with a 76% share, driven by basebands for Apple and premium Android.
Applemaintained its third position in the smartphone SoC market in Q4 2021 with a 21% share. The iPhone 13 launch and festive season drove the shipments.
UNISOCcontinued with shipment growth this year and reached an 11% share in Q4 2021. On an annual basis, itsSoC shipments more than doubled in 2021. It has expanded its customer base, securing design wins with HONOR, realme, Motorola, ZTE, Transsion and Samsung.
Samsung Exynosslipped to the fifth position with a 4% share as Samsung is in the middle of rejigging its smartphone portfolio strategy of in-sourcing as well as outsourcing to ChineseODMs. As a result, the share of MediaTek and Qualcomm has been growing across Samsung’s smartphone portfolio, from the mid-range 4G and 5G models manufactured by ODMs to the flagship ones.
HiSilicon无法制造麒麟芯片组将the US trade ban against Huawei. The accumulated inventory of Kirin SoCs is on the verge of being exhausted. As a result, Huawei is launching itslatest serieswith Qualcomm SoCs but is limited to 4G capabilities.
For our comprehensive research on foundries to chipsets to devices, feel free to get in touch with us at the contacts given below.
Background:
有限公司unterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.
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