Global smartphone AP in the third quarter of 2021 From Counterpoint

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Qualcomm increased 9% month on month due to dual procurement from foundry.

Ziguang zhanrui’s market share broke through double digits, reaching 10%.

Qualcomm leads the 5g baseband market with a 62% share.

According to the latest research of counterpoint foundation and AP / SOC service, the global smartphone AP (application processor) / SOC (system on chip) shipment increased by 6% year-on-year in the third quarter of 2021. Compared with the same period last year, the shipment of 5g smartphone SOC has nearly tripled.

Dale Gai, research director, said: “Driven by the competitive 5g SOC and the high demand for 4G SOC, MediaTek leads the smartphone SOC market with a 40% share. The growth of medium and high-end SOC product portfolio has led to the continuous growth of MediaTek’s revenue. Due to the launch of flagship products in the first quarter of 2022 and the rise of chip prices from the fourth quarter of 2021, the average price of product portfolio will continue to increase Add. The supply shortage of 4G chips leads to increased demand, which has a greater impact on 4G SOC. “

Global smartphone AP / SOC shipment market share – Q3 in 2020 vs Q3 in 2021

资料来源: Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, 2021 年 12 月

Commenting on Qualcomm’s performance, research analyst parv Sharma said: “In the third quarter of 2021, Qualcomm’s smartphone SOC shipments increased month on month and year on year. The key to Qualcomm’s revenue growth lies in its dual source manufacturing capacity of key components, namely Xiaolong 800 Series SOC and its high-quality 5g modem. Qualcomm leads the 5g baseband market with 62% share. It benefits from 5g baseband modulation of Apple iPhone 13 series The success of demodulator chip and the demand for its complete 5g SOC chip (from flagship 8 series to affordable 4 series). MediaTek has also seen strong momentum from the Tianji 700 and 800 Series in the medium and low-end market. “

Global market share of 5g smartphone baseband shipments, Q3 in 2020 vs Q3 in 2021

资料来源：Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker,2021 年 12 月

Market summary:

MediaTek led the smartphone SOC market with a 40% share in the third quarter of 2021. Its share is mainly in the middle and low-end 5g product portfolio, and LTE SOC further helps it strengthen its market position.

Qualcomm increased 9% thanks to foundry’s dual sourcing strategy. It dominates 5g baseband modem shipments, accounting for 62%. The updated combination of Xiaolong 7, 6 and 4 series will further help it gain share in the fourth quarter of 2021.

Apple maintained the third position in the smartphone SOC market in the third quarter of 2021, with a share of 15%. With the launch of iPhone 13 and the arrival of holidays, its share will further increase in the fourth quarter of 2021. However, the shortage of components will affect its sales during the festival.

Ziguang zhanrui’s shipments continued to grow for three consecutive quarters in the third quarter of 2021. Its market share entered double digits in this quarter, reaching 10%. The reason for the significant growth is that they have successfully expanded their customer base and cooperated with a series of major OEM manufacturers such as honor, realme, Motorola, ZTE and Chuanyin. In addition, it also received orders for Samsung Galaxy a series.

Samsung exynos fell to fifth with a 5% share because it is readjusting its smartphone product portfolio strategy of purchasing and outsourcing from China ODM. Therefore, from the midrange 4G and 5g models produced by ODM to the flagship models, the shares of MediaTek and Qualcomm in Samsung’s smartphone product portfolio have been growing.

Hisilicon is still affected by the US trade ban. Huawei cannot produce Hisilicon chips. Kirin SOC’s accumulated inventory is on the verge of depletion. Therefore, Huawei is launching its latest series of Qualcomm SOC, but only 4G functions.

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