Domination of the global chipset market is summarized in Managing Supply Problems. Taiwanese fabless semiconductor company MediaTek has also handled supply constraints better than San Diego-based Qualcomm. And that is shown in the figures for the second quarter of 2021.
MediaTek basically escaped with a 43% share of the smartphone application processor / system-on-chip market. According to Counterpoint’s research firm, MediaTek has the advantage of less supply constraints, such as RFICs (Radio Frequency Integrated Circuits), power management ICs (PMICs), and stable production yields from TSMC. The shipment of 4G SoCs helped MediaTek take the lead even more. In contrast, the market share for the second quarter of 2020 was 26%. Qualcomm, which had a 24% share in the corresponding quarter last year, moved to 28% this quarter alone.
Overall, chipset shipments, driven by the rapid growth of 5G smartphones, increased 31% year-on-year in the second quarter of 2021. Shipments of 5G smartphones have almost quadrupled compared to the same period last year.
Qualcomm is fine-tuning its sourcing strategy
The good news for Qualcomm is that it dominates the 5G baseband market with a 55% share. “It came from the victory of the 5G baseband modem chipset in the Apple iPhone 12 series and the great demand for the complete 5G SoC chipset from the flagship 8 series to the affordable 4 series,” said a Counterpoint research report. On the same subject : TSMC’s 5nm chip enhancements steer AI driving, 5G. increase. Qualcomm has readjusted its component sourcing strategy, which will help stabilize the company in the next quarter.
Meanwhile, Apple maintained its third position in the smartphone SoC market in the second quarter with a 14% share.
Meanwhile, UNISOC took fourth place in the quarter with a 9% share.
UNISOC has more than doubled shipments of smartphone AP chipsets compared to the first half of 2020. This year, the company successfully expanded its customer base and won a series of design wins with major OEMs such as Honor, Realme and Motorola.
Samsung Exynos is in the process of rethinking its smartphone portfolio strategy, dropping to fifth place with a 7% share.
MediaTek winners recorded 43% of the smartphone chipset market in the second quarter
Source link MediaTek winners recorded 43% of the smartphone chipset market in the second quarter
