Counterpoint's global smartphone chip share ranking

Counterpoint Research has released the latest analysis report of the smartphone chip market. From the data point of view, in the first quarter of 2022, Qualcomm has the highest global smartphone chip revenue, and MediaTek has the highest shipments.

Global Smartphone AP Market Share (Shipment)

During the quarter, MediaTek led the smartphone SoC market with a 38% share, and 5G chip shipments in the first quarter of 2022 increased by 20% year-on-year. MediaTek dominates the mid-to-low-end wholesale price segment, driven by its Dimensity 700 and Dimensity 900 series.

Qualcomm gained a 30% market share in the quarter. In the context of the current economic environment and the weak Chinese market, Qualcomm maintained its high-end market position with the revenue of 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, with the Dimensity 9000 gaining the company's overall revenue.

As supply improves, Qualcomm has won over flagship models across all major Chinese brands. These devices are entering the market now. In addition, Samsung has added a Galaxy S22 series model with a Snapdragon chip, which is also a highlight of Qualcomm.

The latest research from Counterpoint Foundry and AP/SoC shows that in the first quarter of 2022, the global smartphone AP/SoC chipset and baseband market will grow by 23% YoY, driven by global high-end and mid-range 5G products, while 5G AP / SoC and baseband revenue increased 36% year over year.

Dale Gai, research director at Counterpoint, said: "Qualcomm leads the pack with a 44% share. Qualcomm's revenue of $6.3 billion is up 56% year-over-year in Q1 2022, mainly due to the emergence of higher premiums. , which in turn led to an increase in average prices. 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."

Senior analyst Parv Sharma said in commenting on MediaTek's performance growth: "MediaTek's revenue increased by 29% year-on-year in the first quarter of 2022, and its share in global chip and baseband revenue reached 19%. Currently MediaTek Already dominated the shipments of 5G mid-range smartphones and 4G smartphones. As 5G penetration continues to grow, this helps MediaTek to achieve higher revenue.”

Qualcomm: Qualcomm leads the pack in smartphone AP/SoC and baseband revenue, with a market share of about 44%. Revenue in the first quarter increased by 56% year over year, mainly due to a higher-end product mix, which led to overall high-end product growth.

MediaTek: MediaTek has a 19% share of global smartphone chip and baseband revenue. MediaTek's chip and baseband combined revenue grew 29% YoY in Q1 2022. But thanks to more expensive 5G products, MediaTek has also successfully entered the high-end flagship level with its Dimensity 9000 series.

Apple: With continued steady demand for the high-end iPhone 13 series, Apple ranked second with a 26% market share. However, Apple still uses Qualcomm's baseband for 5G network support in the iPhone 12 and iPhone 13 series.

Samsung Exynos: In the first quarter of 2022, in chip and baseband revenue, Samsung ranked fourth with a 7% share. Samsung Electronics' revenue also increased. Thanks to the arrival of the Exynos 1280, Samsung Electronics' shipments increased in the first quarter of 2022, but Samsung Exynos' market share declined in the first quarter of 2022 (January to 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, the share of UNISOC chip shipments reached 11%. Thanks to the lack of cores and less focus on 4G LTE chips by rivals, Tsinghua Unigroup has managed to gain new customers and market share, thus increasing its share. For example, Realme, Honor, Motorola, Samsung, ZTE and Transsion have all launched mobile phones equipped with UNISOC’s Ruiben series chips.

HiSilicon: Affected by the US ban, Huawei cannot produce HiSilicon Kirin chips. Currently, the inventory of Kirin SoCs is nearly depleted, and total revenue has also dropped from 8% in the first quarter of 2021 to 1% in the first quarter of 2022.

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