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Insights Tag:5G SOC

Qualcomm Dominates Premium Android Smartphone Chip Market in Q1 2022

Both Qualcomm and MediaTek posted healthy growth in Q1 2022.MediaTekrecorded an impressive set of numbers for the quarter with revenues growing 32% YoY and 10.2% QoQ to reach $4.8 billion. Qualcomm saw its third consecutive quarterly record revenue in Q1 2022 at $11.6 billion. Its business units recorded annual growth of between 28% and 61%.

MediaTek led the Android smartphone SoC market in 2021 with a 44% share, followed by Qualcomm with 35%, according to the latest research from Counterpoint’sGlobal Handset Model Sales Tracker.

Qualcomm’s focus on the premium smartphone segment (>$500) has helped it to grow revenues. Its Snapdragon 800 series and Snapdragon 700 series, notably the flagshipSnapdragon 8 Gen 1and Snapdragon 778G, are both key volume drivers. Furthermore, Qualcomm has gained a 75% share of Samsung’s Galaxy S22 series shipments. In previous Samsung flagship models, there was a more equitable split between Qualcomm Snapdragon-powered SKUs and Samsung Exynos-powered SKUs. Qualcomm is also driving more revenues with its RFFE (RF Front End), allowing it to capture a higher share in theBoM.

MediaTek主导low-mid层批发价格段($100-$299), driven by its Dimensity 700 and Dimensity 900 series. Also, the 4G SoC in the <$199 price band is driven by the P35, G80 and G35 chipset models. MediaTek has entered the premium segment with the Dimensity 9000 series, but the sales will only start to pick up in Q2 2022.

AP Chipset Share for Android Smartphones by Price Band, Q1 2022

SOC by smartphone price tier Counterpoint

Qualcomm

  • Qualcommis focusing on the premium (>$500) and mid-high ($300-$499) segments for revenue growth. Qualcomm is an industry benchmark when it comes to premium smartphones.
  • Qualcomm’s focus is on the 7 and 8 seriesSnapdragon芯片组,更高的收入和profitabi开车lity. Qualcomm acknowledged it has seen a slowdown in the low- and mid-price tiers. But this was more than offset by strong premium-tier sales.
  • Further, the design wins with 75% of sales of theGalaxy S22family, up from 45% of the S21 family, helped Qualcomm strengthen its position in the premium Android segment in Q1 2022.
  • According to Counterpoint’sGlobal Smartphone AP-SoC Shipments and Forecast Tracker, the premium segment Qualcomm Snapdragon 700 and 800 series contributed around 68% of the AP/SoC shipments in Q1 2022.
  • Qualcomm’s share in the >$500 band increased from 47% in Q1 2020 to 71% in Q1 2022, growing 23% YoY in Q1 2022, owing to the launch of its Snapdragon 888 andSnapdragon 8 Gen 1 chipsets.
  • Focus on the premium segment will help Qualcomm ride out the slowChinamarket, global macro-economic situation and high inventories.

MediaTek

  • MediaTekdominated the <$299 price tier and drove significant volumes both for 4G and5Gin this tier. Entry of theDimensity 9000enables MediaTek to capture share in the premium band (>$500). This is the first timeMediaTekhas entered this tier. MediaTek has already announced design wins with Chinese smartphone OEMs likeOPPO,vivo,Xiaomiand HONOR. This opens more competition and opportunities for growth in the premium segment.
  • The volume in the ≤$99 price band was driven byLTEsmartphones, where MediaTek captured a 47% share. LTE SoCs have been affected by the ongoing shortages and will be in short supply in 2022.
  • In the $100-$299 price band for Android, MediaTek captured a 60% share in Q1 2022 driven by its Dimensity 700 and 900 series.
  • MediaTek will continue to gain share in the $100-$299 price band as 5G penetrates markets like India, APAC others, LATAM and MEA. Smartphone OEMs likeXiaomi, Samsung,OPPOandvivowill likely launch affordable 5G smartphones under $200.
  • MediaTek has entered the premium segment with its Dimensity 9000 series. However, the sales are only expected to pick up in Q2 2022.
  • Overall, we forecast around an 8% share for MediaTek in the premium segment in 2022.MediaTekgrowth in Q2 2022 is expected to come from mid-high range phones due to the shifting of demand fromLTEto5GAP/SOCs. Further, with the launch of the Dimensity 8000 series, MediaTek wants to focus on and consolidate the $300-$499 price bands. This will also help MediaTek pivot volumes from the low-mid segment to mid-high to premium segments.

Samsung

  • SamsungExynos’ share declined in Q1 2022 due to the loss in share to Qualcomm in theGalaxy S22series and also due to the low yields of the 4nm premium Exynos chipsets.
  • Share in the premium segment declined from 34% in Q1 2021 to 23% in Q1 2022.
  • Samsung has launched the Galaxy A33 and A53 with its Exynos 1280 SoCs. These are the volume drivers that will help it to regain share from MediaTek and Qualcomm through the rest of 2022.
  • In the low-mid segment ($100-$299), Samsung’s share declined to 7% in Q1 2022 from 10% in Q1 2021 due to outsourcing of its models (A, F and M series) to ODMs, which integrated mostly Qualcomm, MediaTek or UNISOC solutions in different models depending on the target price bands.
  • In the low tier, Samsung is using UNISOC SOCs in the Galaxy A03 smartphone. The share of Samsung smartphones is almost negligible in this segment.

UNISOC

  • UNISOCcontinues to gain share in the low bands (<$99) driven by the LTE portfolio. Its share in the <$99 band grew to 47% in Q1 2022 from 20% in Q1 2021.
  • With realme, HONOR, Motorola and Samsung launching phones with its Tiger series SoC, UNISOC has expanded its customer base with design wins at ZTE and TECNO and entry into the Samsung Galaxy A series.
  • It has also captured an 8% share in the $100-$199 price band with HONOR, realme and Samsung.
  • For 2022, we expect UNISOC to maintain the momentum with its portfolio catering to LTE smartphones, as MediaTek struggles withsupply issuesfor 4G chipsets and Qualcomm focuses on5Gsolutions. Also, a few design wins with 5G chipsets will add to its overall volumes and help support its value growth.

HiSilicon

  • We expectHiSiliconvolumes to decline in 2022 as the inventory is depleted. Huawei has already started using Qualcomm SoCs in its new launches, but these are limited to 4G due to the prevailing US sanctions.

相关的帖子

  1. Android Smartphone SoC Market: MediaTek Leads in Low-Mid Tiers, Qualcomm in Upper
  2. Apple’s Record Quarter Shadowed by Continued Shortages, Other Risks
  3. Counterpoint Weekly Newsletter
  4. Entry Into Flagship Segment, 5G AP/SOCs Lead to Strong Growth for MediaTek in Q1 2022
  5. Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021
  6. Global 5G Smartphone Sales Penetration Surpassed 4G for First Time in January 2022
  7. MediaTek Captures Record 43% Share of Smartphone AP/SoC Shipments in Q2 2021
  8. MediaTek Leads Smartphone SoC Shipments in Q3 2021; UNISOC Reaches Double-digit Share
  9. Qualcomm Bolsters Automotive Presence with One More Deal
  10. 高通涨沙re in Smartphone AP/SoC Shipments in Q4 2021; MediaTek Continues to Lead
  11. TSMC Price Hike Indicates Capacity Tightness to Persist in 2022, May Hit Smartphone Shipments
  12. US Smartphone Sales Decline 6% YoY in Q1 2022 as Pandemic Demand Cools
  13. Xiaomi Updates: Q3 2022

Entry Into Flagship Segment, 5G AP/SOCs Lead to Strong Growth for MediaTek in Q1 2022

  • MediaTek recorded an impressive set of numbers for Q1 2022 with revenues growing 32% YoY and 10.2% QoQ to reach $4.8 billion. The company’s mobile phone segment achieved a revenue of $2.7 billion, growing 29% YoY. According toCounterpoint Research’sSmartphone,AP/SOC Shipment Tracker,the addition of the Dimensity 9000 to the premium segment has added meaningfully to the overall revenues that have also been driven by 5G AP/SOCs in the mid-tier segment. LTE AP/SOCs are still attracting high demand and will be in tight supply throughout 2022. Based on our data, LTE AP/SOCs contributed to one-third of the total AP shipments in Q1 2022.
Counterpoint Research MediaTek revenue by segment
MediaTek Revenue by segment
  • The smart edge segment contributed 39% toMediaTek’s Q1 2022 revenues. This segment is mainly driven by the Wi-Fi 6/6E migration and higher-end solutions for smart TVs and tablets. Technology migration trends in smart edge platforms have led to ahigher blended ASPin this segment.
  • The power IC segment accounted for 8% of the total revenues, growing 52% YoY and 21% QoQ. A large part of the PMIC segment’s revenue is coming from displays and smartphones. Automotive and industrial applications contribute to 10% of the PMIC revenue and will drive growth for this segment in 2022.
  • MediaTekguided revenues to be in the range of $5-$5.3 billion in Q2 2022, up 3~10% QoQ and 17~25% YoY. The mobile phone segment will show the strongest growth due to the shifting of demand fromLTEto5GAP/SOCs. As theChina market is slowing, the revenue growth will come from other regions like India and Europe. Also, theDimensity 9000 and 8000 series will continue to add to the revenues in Q2 2022. However, due to theslowdown in Chinaand deteriorating macroeconomic conditions, we have reduced our H2 2022 forecast for theDimensity 9000.
  • Revenues fromWi-Fi 6, 5G SIM modem, 5G tablet, 10G-PON and 4K smart TV are also expected to grow strongly in H2 2022. Also, MediaTek’s mmWaveSOC is on schedule to ship in the second half of 2022. It will pave the way for MediaTek’s further expansion in the global market.
  • According toCounterpoint Research’s Smartphone AP/SOC Shipment Tracker, MediaTek will continue to lead the smartphone AP SOC market with a volume share of 41% in Q2 2022, followed byQualcommwith 27%. The company’s strategy of 5G,Wi-Fi 6, focused product migration, geographic expansion with global customers, and penetration into high-end and flagship segments will allow MediaTek to retain and even improve its strong market position.
  • Chinaslowdown,COVID-19 lockdownsand macroeconomic conditions will affect theglobal smartphone market. MediaTek guides flat growth for the smartphone market in 2022 and5Gpenetration (660-680 million units) reaching 50%. Further, 5G penetration is expected to reach 70% in the next two years.
  • SmartphoneOEMslikeOPPO,vivoandXiaomicurrently have inventories with distributors and also forcomponents like AP/SOCs, PMICs and DDICs. This has led to a drop in AP/SOC orders for MediaTek for H2 2022. But MediaTek is keeping a high inventory reserve this quarter to sustain its OEM andODMpartners during the worseningCOVID-19situation. MediaTek normally runs with around 90 days of inventory. But it has now raised this to around 100 days to manage potentialsupply constraints.
  • MediaTek sought to reassure investors that it would not follow a low pricing strategy to counter slowing demand. Instead, it will invest in future growth. Its pricing strategy will also leverage its high capacity and will manage profitability by maintaining similar pricing as the previous quarter. We expect overall 5G AP/SOC ASPs to be flat compared to last year. If the competition reduces the prices, it will be challenging for MediaTek to maintain growth in H2 2022. Due to the strong demand for LTE AP/SOCs, the ASPs will not decline this year. Overall,5GAP/SOCs will have a premium pricing over LTE. The company is now focusing on developing5G AP/SOCs for low-endphones priced less than $150. We believe this will happen two years down the line. However, based on our estimates, LTE is going to dominate the less than $100 smartphones, driven by regions like LATAM, Africa and APAC.
  • Presently, MediaTek is not a big player in thePC业务,只有a few Chromebook-type devices in the market. The company played down its expectations for substantial growth in the PC sector while confirming that it was interested in the potential of the Arm-based PC market.
  • Smartphones still contribute 53% of the revenues for MediaTek. For longer-term growth, MediaTek has to reduce dependence on smartphones and expand into areas like the smart edge,automotive, connected PCs andAR/VR.

相关的帖子

  1. Android Smartphone SoC Market: MediaTek Leads in Low-Mid Tiers, Qualcomm in Upper
  2. China Smartphone Market $250-$399 Price Band Share Grows 10% YoY in Q1 2022, vivo Takes Top Spot
  3. Global 5G Smartphone Sales Penetration Surpassed 4G for First Time in January 2022
  4. MediaTek Leads Smartphone SoC Shipments in Q3 2021; UNISOC Reaches Double-digit Share
  5. MediaTek Records Strong Revenues. Mid-teens Growth Expected Through 2025
  6. MediaTek Summit Key Takeaways: First Flagship 5G SOC, Tie-up With AMD, FiLogic 130 for IoT Devices
  7. MediaTek Weather’s Macroeconomic Headwinds With 9% YoY Revenue Growth
  8. Mid-tier Share in Global 5G Smartphone Shipments Grows to 37% in Q2 2021; vivo Leads
  9. Qualcomm Dominates Premium Android Smartphone Chip Market in Q1 2022
  10. 高通涨沙re in Smartphone AP/SoC Shipments in Q4 2021; MediaTek Continues to Lead
  11. Qualcomm Retains Top Position in Global Cellular IoT Chipset Market in Q4 2021
  12. Smartphone ODM/IDH Companies’ 2021 Shipments Rise 6.4% YoY Despite COVID-19, Component Shortages
  13. US Smartphone Sales Remain Flat YoY in Q4 2021 Due to Shortages of Premium Flagships
  14. Xiaomi Updates: Q3 2022

MediaTek Records Strong Revenues. Mid-teens Growth Expected Through 2025

  • 2021 saw record revenues of $17.6B, growing 53% annually (2020 $11.5B). and operating margin both increased for the fourth consecutive year, driven by investment in 5G, Wi-Fi 6 and low-power technology.
  • 4Q 2021 revenues were down sequentially 2% and up 33.5% YoY. The sequential decline was due to a reduction in smartphones revenues (down 9% QoQ).

MediaTek Revenue by segment 4Q 2021

Exhibit 1: MediaTek Revenue, Sales to Gross Profit, R&D & Operating income

  • Its smartphone chipset volumes declined this quarter due to the high shipments in the first half and inventory corrections from Chinese smartphone OEMs. Because of the supply chain constraints, many customers built chipset inventory to manage uncertainties in the supply situation. The chipset inventory increased again this quarter due to the market situation.
  • Guidance for 1Q 2022, Revenue $4.7-$5.1B up 2-10% sequentially driven by flagship chipset (Dimensity 9000) for smartphones, and higher 5G penetration which will offset the lower seasonal demand. Also, the increase in the chipset pricing afterTSMC’s hike in wafer priceis reflected from Q4 2021 onwards.
  • Growth Outlook:In 2022 revenue growth to exceed 20% with a gross margin target of 48% to 50%, owing to a better product mix and strong technology migration. 2022 is going to be another strong year as the foundry supply becomes more manageable. Mediatek already has the needed capacity with TSMC.
  • It expects TAM to grow from $2.8B in 2021 to $5.1B in 2024. CAGR of mid-teen % for the next three years, with all revenue groups growing.
  • Mobile to grow from $1B in 2021 to $1.8bn in 2024
  • Smart Edge to grow from $1.4B in 2021 to $2.8B in 2024
  • Power IC to grow from $0.3B in 2021 to $0.5B in 2024
  • According toCounterpoint’s Smartphone Chipset Shipment forecast, we expect MediaTek to lead the smartphone chipset market with a 39% volume share in 1Q 2022 followed by Qualcomm with 29%.
  • Mediatek has guided long term revenue growth, but most revenues will still be driven by smartphones. It will need to look for new growth areas either by investment or merger to remain competitive withQualcomm, which is diversifying into Automotive, IoT, RF etc.
  • 联发科技已经获得了主要设计Dimensity 9000 wins across multiple Chinese OEMs e.g., Oppo, Vivo, Xiaomi etc. The first model is scheduled to launch in March. We expect MediaTek’s flagship (3/4/5nm nodes) chipset to gain a 9%-10% market share in 2022.
  • MediaTek’s 2022 blended chipset ASPs will be flat to slightly up due to the increasing mix of the 5G, flagship products. Further 4G chipset absolute revenues will be flat to a slight decline as the 5G chipset mix increases. According toCounterpoint’s Market Outlook service, 5G smartphone penetration is forecast to reach 54% of the total smartphone market, accounting for 800mn units.
  • MediaTek has design wins in the Automotive segment, with infotainment applications. It also has the potential of adding 5G modems andIoT modules with companies such as Quectel, Fibocom, etc。现在,这些都不是大收入司机,but a couple of years down the line will drive significant volumes.
  • Notebooks/PC: With 5G modems,Wi-Fi 6/6E, Kompanio chipsets (for Chromebooks) it gained in the notebook segment in partnership with Intel and AMD.
  • Another area for growth isConsumer Premises Equipment (CPE)for global operators using both 5G modem and Wi-Fi chipset in the applications likeFixed Wireless Access (FWA)etc.
  • Extended Reality (XR) is a focus segment for MediaTek which will drive revenue. According toCounterpoint’s Extended Reality headset forecast, shipments are projected to grow about 10x from 11Mn units in 2021 to 105Mn in 2025.
  • MediaTek is investing in the core technology to drive growth, like 5G modem with low latency, mmWave support, next-gen. Wi-Fi, 6G,securityIP etc.

MediaTek Leads Smartphone SoC Shipments in Q3 2021; UNISOC Reaches Double-digit Share

  • Qualcomm grew 9% QoQ due to dual sourcing from foundries.
  • UNISOC market share entered double digits at 10%.
  • Qualcomm led the 5G baseband market with a 62% share.

Seoul, Taipei, Beijing, New Delhi, London, Boston, Toronto, Hong Kong – December 15, 2021

Global smartphone AP (Application Processor)/SoC (System on Chip) shipmentsgrew 6% YoY in Q3 2021, according to the latest research from Counterpoint’s Foundry and AP/SoC Service. 5G smartphone SoC shipments grew almost two times compared to the same period last year.

Research Director Dale Gaisaid, “MediaTek led the smartphone SoC market with a 40% share, driven by a competitive 5G SoC and high demand for the 4G SoC. MediaTek’srevenues grewsequentially as the mix of the mid-end and high-end SoC portfolios grew. The blended ASP will continue to increase due to the launch of flagship products in Q1 2022 and an increase in chipset prices starting Q4 2021. 4G chipsets continued to be in strong demand due to the ongoing shortages, which have affected 4G SoCs more.”

Global Smartphone AP/SoC Shipments Market Share, Q3 2020 vs Q3 2021

Counterpoint Research Smartphone AP SoC Chipset Share Q3 2021

Source:Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, Dec 2021

Commenting on Qualcomm’s performance,Research Analyst Parv Sharmasaid, “Qualcomm’s smartphone SoC shipments grew both QoQ and YoY in Q3 2021. The key to Qualcomm’s revenue growth was its ability todual-source manufacturingof key components, namely theSnapdragon 800series SoCs and its premium 5G modem. Qualcomm led the 5G baseband market with a 62% share. It gained from the 5G baseband modem chipset win in the Apple iPhone 13 series and demand for its complete 5G SoC chipsets, from the flagship 8 series to affordable 4 series. MediaTek also saw strong momentum from the Dimensity 700 and 800 series in the low-mid segment.”

Global 5G Smartphone Baseband Shipments Market Share, Q3 2020 vs Q3 2021

Smartphone 5G Baseband share Q3 2021

Source:Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, Dec 2021

Market Summary:

MediaTekdominated the smartphone SoC market in Q3 2021 with a 40% share. It gained share in the low-mid segment 5G portfolio. LTE SoCs further helped it to strengthen its market position.

Qualcommgrew 9% sequentially due to dual sourcing from foundries. It dominated the5G basebandmodem shipments with a 62% share. The refreshed portfolio in the Snapdragon 7, 6 and 4 series will further help it gain share in Q4 2021.

Applemaintained its third position in the smartphone SoC market in Q3 2021 with a 15% share. With the launch of the iPhone 13 and festive season, its share will grow further in Q4 2021. However, component shortages will affect its festive season sales.

UNISOCshipment growthcontinued for the third consecutive quarter in Q3 2021. Its market share entered double digits during the quarter at 10%. The company has succeeded in expanding its customer base, securing a series of design wins with major OEMs like HONOR, realme, Motorola, ZTE and Transsion. Further, it also had a design win in Samsung’s Galaxy A series.

Samsung Exynosslipped to the fifth position with a 5% share as it is in the middle of rejigging its smartphone portfolio strategy of in-sourcing as well as outsourcing to Chinese ODMs. Therefore, 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.

HiSiliconremained affected by theUS trade ban. Huawei was unable to manufacture the HiSilicon Kirin chipsets. The accumulated inventory of Kirin SoCs is on the verge of being exhausted. As a result, Huawei is launching its latest series with Qualcomm SoCs but limited to 4G capabilities.

For our comprehensive research on foundry to chipsets to devices, get in touch with us at the contacts given below.

Background:

Counterpoint 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.

Analyst Contacts:

Dale Gai
linkedin

Parv Sharma
twitter logo

Follow Counterpoint Research
press(at)www.arena-ruc.com

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相关的帖子

  1. Entry Into Flagship Segment, 5G AP/SOCs Lead to Strong Growth for MediaTek in Q1 2022
  2. Global Smartphone Volume Declines by 6% But Registers Highest Ever Third Quarter Revenue
  3. MediaTek Captures Record 43% Share of Smartphone AP/SoC Shipments in Q2 2021
  4. MediaTek Weather’s Macroeconomic Headwinds With 9% YoY Revenue Growth
  5. Qualcomm Dominates Premium Android Smartphone Chip Market in Q1 2022
  6. 高通涨沙re in Smartphone AP/SoC Shipments in Q4 2021; MediaTek Continues to Lead
  7. Semiconductor Shortages Hitting Smartphone Industry Hard; Counterpoint Lowers H2 2021 Shipment Forecasts

Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021

Seoul, Taipei, Beijing, London, Boston, Toronto, New Delhi, Hong Kong – May 3, 2021

  • MediaTek to lead global smartphone SoC market with 37% share whereas Qualcomm will lead the global 5G smartphone SoC market with 30% share.
  • The leading-edge nodes (7nm, 6nm and 5n) will account for almost half of the smartphone shipment volume during 2021.
  • 5G AP/SoC chipset volumes willmore than doubleannually in 2021.

The competitive dynamics in the smartphone AP/SoC market is changing fast for the fabless SoC vendors such as Qualcomm, MediaTek, Apple and others. The market outlook for these vendors is being shaped by not only the breadth and depth of the capabilities or tiering of the chipset portfolio but also by the choice, the share of the capacities across different edge-nodes at the foundries.Global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipmentswill grow 3% YoY in 2021, factoring in the impact of supply constraint, rapid growth of 5G smartphones and related competitive dynamics according to the latest research from Counterpoint’s Foundry & Application Processor (AP/SoC) research.

Commenting on the research,Research Director Dale Gaisaid, “When we break down our forecast with respect to the current demand-supply dynamics,MediaTek is likely to continue its Q4 2020 momentum into 2021and likely to capture 37% unit share of all the smartphone AP/SoC shipped for the full the year. This 20% potential annual uptick in demand is a function of competitive 5G portfolio powering sub-$150 5G smartphones manufactured at TSMC without any supply constraint and growing share in 4G segment. Further, MediaTek in the first half of 2021 will benefit from Qualcomm’s currentsupply constraintsaround RFICs (radio-frequency integrated circuits) from Samsung’s Austin fab, Power management ICs (PMIC), and relatively lower 5nm production yields.”

Exhibit 1: Global Smartphone AP/SoC Market Share (%) Outlook

Counterpoint Research: Global smartphone chipset share Mediatek leads in 2021 with 32% share
Global smartphone chipset share

Source: Counterpoint Research – Foundry & SoC Outlook, Apr 2021

Mr Gai, added, “However, we believe Qualcomm to bounce back strongly in H2 2021, firstly by securing greater capacity at TSMC to boost its 5G-centric tiered Snapdragon portfolio. Secondly, taking key steps to improve the supply of PMICs and RFICs should alleviate the supply constraints in coming months. This will allow Qualcomm to maintain its leadership in 5G SoC market and overall market share of 31% still growing annually.”

Highlighting the importance of leading-edge nodes and securing capacities for the same, Mr Gai noted, “The leading-edge nodes, including 7nm, 6nm and 5nm, will account for almost half of the smartphone shipment volume in 2021. These leading nodes are mainly for 5G smartphone models, as advanced nodes (e.g., 11/12/14nm at TSMC and Samsung) will serve the mainstream 4G LTE chipsets in 2021.”

Exhibit 2: Global 5G Smartphone AP/SoC Market Share (%) Outlook

5G smartphone Chipset SoC share
5G smartphone chipset forecast

Source: Counterpoint Research – Foundry & AP/SoC Outlook, Apr 2021

Commenting on the growth of 5G smartphone chipsets,Research Analyst Parv Sharmahighlighted, “We estimate Qualcomm to increase its 5G SoC market share to grow to 30% mark in 2021, with 5G solutions across the tiers, from Snapdragon 8-series down to 4-series. If you include 5G baseband shipments to Apple, the overall 5G chipset market share jumps to 59% level. In an ideal scenario, Qualcomm’s market share in 5G segment would have been even higher if it did not face the unfortunate supply constraints in the first half of 2021. As Qualcomm turns to place more wafer orders on TSMC’s 6nm/5nm from Q2 2021, following the below-expectation wafer output of theSnapdragon888 in the beginning of the year, we expect it to resume its 5G SoC shipment growth from H2 2021.”

Mr. Sharma further adds, “MediaTek leveraging TSMC and its affordable 5G portfolio is well-positioned to almost double its market share in 5G smartphone SoC/AP segment. Together, MediaTek and Qualcomm occupy nearly two-thirds of the 5G smartphone SoC market demand, but the gap between the two has narrowed. Having said that, the foundry capacity will continue to remain tight till early 2022, before the next wave ofCAPEX实现的主要节点。”

For our comprehensive research on foundry to chipsets to devices, feel free to contact us at the contacts below.

Background:

Counterpoint 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.

Analyst Contacts:

Dale Gai
linkedin

Parv Sharma

Pic 3

Follow Counterpoint Research
press(at)www.arena-ruc.com

Pic 3

相关的帖子

  1. MediaTek Becomes Biggest Smartphone Chipset Vendor for First Time in Q3 2020
  2. MediaTek's new chipsets pack in features for high-end phones -- but not faster 5G
  3. Qualcomm Dominates Premium Android Smartphone Chip Market in Q1 2022
  4. Snapdragon 780G 5G Brings Premium Features for Less, Starting with Mi 11 Lite 5G
  5. UNISOC’s Smartphone Application Processor Shipments Doubled in H1 2021

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