IT Home According to news on June 11, Counterpoint Research has released its latest analysis report on the smartphone chip market. Judging from the data, in the first quarter of 2022, the global smartphone chip with the highest revenue is Qualcomm , and the one with the highest shipment volume is MediaTek .
Global smartphone AP market share (shipments)
This quarter, MediaTek led the smartphone SoC market with a 38% share, and 5G chip shipments increased by 20% year-on-year in the first quarter of 2022. MediaTek dominates the mid- to low-end wholesale price segment, driven by its Dimensity 700 and Dimensity 900 series.
Qualcomm gained 30% of the market share this quarter. Against the backdrop of the current economic environment and the weak Chinese market, Qualcomm still maintained its positioning in the high-end market with revenue from the Snapdragon 700 and 800 series.
Global smartphone AP market share (by revenue)
Qualcomm dominated the AP market in terms of revenue in the first quarter of 2022 due to strong high-end sales, while MediaTek only had a 19% market share, making it the company with Dimensity 9000 Overall revenue grew.
As supply improves, Qualcomm wins flagship models among all major Chinese brands. These devices are now entering the market. In addition, Samsung has added Galaxy S22 series models equipped with Snapdragon chips, which is also a highlight of Qualcomm.
Counterpoint Foundry and AP/SoC’s latest research shows that driven by global high-end and mid-range 5G products, revenue in the global smartphone AP/SoC chipset and baseband market increased by 23% year-on-year in the first quarter of 2022, while 5G AP / SoC and baseband revenue increased 36% year-on-year.
Counterpoint Research Director Dale Gai said: "Qualcomm leads the competition with a 44% share. Qualcomm's revenue reached US$6.3 billion, a year-on-year increase of 56% in the first quarter of 2022, mainly due to the emergence of higher premiums , which in turn leads to an increase in average price. In addition, Qualcomm also provides bulk baseband products to , apple, and other APs, which account for about a quarter of Qualcomm’s smartphone chip and baseband revenue.”
IT House learned that Advanced. Commenting on MediaTek's performance growth, analyst Parv Sharma said: "MediaTek's revenue increased by 29% year-on-year in the first quarter of 2022, and its share of global chip and baseband revenue reached 19%. MediaTek currently dominates 5G mid-range smartphones Shipments of mobile phones and 4G smartphones. As 5G penetration continues to grow, this helps MediaTek achieve higher revenue.”
Qualcomm: Qualcomm leads the pack in smartphone AP/SoC and baseband revenue. , with a market share of approximately 44%. First-quarter revenue grew 56% year-over-year, driven by a higher-end product mix, driving overall premium product growth.
MediaTek: MediaTek has a 19% share of global smartphone chip and baseband revenue. MediaTek's chip and baseband portfolio revenue grew 29% year-over-year in the first quarter of 2022. But thanks to more expensive 5G products, MediaTek has also successfully entered the high-end flagship level with its Dimensity 9000 series.
Apple: Riding on continued steady user demand for the high-end iPhone 13 series, Apple ranks second with 26% market share. However, Apple currently still uses Qualcomm’s baseband for 5G network support in the iPhone 12 and iPhone 13 series.
Samsung Exynos: Samsung ranked fourth in chip and baseband revenue in the first quarter of 2022 with a 7% share. Samsung Electronics 's revenue also increased accordingly. Samsung Electronics' shipments increased in the first quarter of 2022 thanks to the arrival of the Exynos 1280, but Samsung Exynos' market share declined in the first quarter of 2022 (January ~ March). This is because, in the flagship S22 series, Samsung Electronics’ market share is gradually being eroded by Qualcomm.
UNISOC : UNISOC accounts for 3% of total chip and baseband revenue, most of which comes from 4G chips. In the first quarter of 2022, UNISOC’s share of chip shipments reached 11%.Thanks to the lack of cores and opponents paying less attention to the 4G LTE chip field, Ziguang has successfully won new customers and market share, so its share has increased. For example, realme, Honor, Motorola, Samsung, ZTE and Transsion have all launched mobile phones equipped with Unisoc Ruiben series chips.
HiSilicon Semiconductor: Affected by the US ban, Huawei is unable to produce HiSilicon Kirin chips. The inventory of Kirin SoC is currently close to depletion, and total revenue has also dropped from 8% in the first quarter of 2021 to 20% in the first quarter of 2022. 1%.
