In Q1 2022, global shipments of smart machine chipsets fell by 5% From Counterpoint
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The Research Report shared by counterpoint recently pointed out that due to the weak demand during the covid pandemic and seasonal factors, the shipments of the global smart chip set market (including SoC / ap+ baseband) fell by 5% year-on-year in the first quarter of 2022. However, driven by more expensive 5g smart computers, chipset revenue increased by 23% over the same period.
2022 Q1 share data (from: counterpoint website)
In this field, TSMC accounted for nearly 70% of the shipment volume, while Samsung foundry (Samsung OEM business) followed with 30%.
Parv Sharma, a senior research analyst, commented that OEM companies need cutting-edge technology and extremely high capital expenditure, so it is not surprising that they have two strong monopolies over advanced chipsets.
In capex expenditure, TSMC is also much higher than its competitors. Between 2021 and 2023, the company has planned to invest $100billion.
In addition to advanced 5 / 4 / 3 nm chip manufacturing facilities, WFE and 3D packaging, TSMC will also increase 5 / 4 and 28 nm capacity to meet the growing market demand.
Compared with the same period last year, TSMC OEM’s smart machine chipset fell by 9% in the first quarter of 2022 – mainly because Qualcomm chose to let Samsung OEM its X60 baseband, and was affected by the reduction of MediaTek’s smart machine chipset shipments.
However, with Qualcomm adjusting its dual supply chain strategy (Xiaolong 8 Gen 1+), and driven by the 4nm flagship products of Qualcomm, apple and MediaTek, TSMC is expected to gain more market share of smart machine chipsets in the rest of this year.
2021 Q1 share data
TSMC accounts for 65% of all smart machine chipsets in 7 / 6 / 5 / 4 nm advanced nodes – of which, MediaTek Tianji 9000 SOC using 4nm process has started mass production in Q1 2022.
Jene Park, a senior analyst at Samsung foundry, commented that driven by Qualcomm and Samsung Semiconductor’s own exynos chipsets, Samsung OEM accounted for about 30% of the global shipments of smart machine chipsets.
Although the yield of 4nm process node is relatively low, Samsung foundry still leads the 5 / 4nm advanced node with a healthy share of 60%, while TSMC only accounts for 40% of the share in the first quarter of 2022.
4nm shipments are mainly driven by Qualcomm snapdragon 8 Gen 1 chipset, which has gained more than 75% share in Samsung Galaxy S22 product line in only one quarter.
In addition, Samsung’s OEM business also benefits from exynos 1280 5g terminal chipset using 5nm process, which is used in Galaxy A53 and A33 models with a broader market.
Even so, affected by the uncertainty of the global macroeconomic environment, potential inventory adjustments, and Qualcomm’s dual line procurement strategy, Samsung OEM’s overall market share of smart machine chipsets based on leading nodes is still facing invisible pressure.
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