MediaTek Leads Smartphone SoC Shipments in 3Q21

MediaTek Leads Smartphone SoC Shipments in 3Q21
Fotolia

Global smartphone AP (Application Processor)/SoC (System on Chip) shipments grew 6% in the third quarter of 2021, according to the latest study from Counterpoint Research. 5G smartphone SoC shipments grew almost two times compared to the same period last year.

“MediaTek led the smartphone SoC market with a 40% share, driven by a competitive 5G SoC and high demand for the 4G SoC. MediaTek’s revenues grew sequentially as the mix of the mid-end and high-end SoC portfolios grew. The blended ASP will continue to increase due to the launch of flagship products in Q1 2022 and an increase in chipset prices starting 4Q21. 4G chipsets continued to be in strong demand due to the ongoing shortages, which have affected 4G SoCs more,“ said Dale Gai, research director at Counterpoint Research.

“Qualcomm’s smartphone SoC shipments grew both QoQ and YoY in 3Q21. The key to Qualcomm’s revenue growth was its ability to dual-source manufacturing of key components, namely the Snapdragon 800 series SoCs and its premium 5G modem. Qualcomm led the 5G baseband market with a 62% share. It gained from the 5G baseband modem chipset win in the Apple iPhone 13 series and demand for its complete 5G SoC chipsets, from the flagship 8 series to affordable 4 series. MediaTek also saw strong momentum from the Dimensity 700 and 800 series in the low-mid segment,“ said research analyst Parv Sharma.

MediaTek dominated the smartphone SoC market with a 40% share. It gained a share in the low-mid segment 5G portfolio. LTE SoCs further helped it to strengthen its market position. Qualcomm grew 9% sequentially due to dual sourcing from foundries. It dominated the 5G baseband modem shipments with a 62% share. The refreshed portfolio in the Snapdragon 7, 6, and 4 series will further help it gain share in Q4. Apple maintained its third position in the smartphone SoC market with a 15% share. With the launch of the iPhone 13 and the festive season, its share will grow further in Q4 2021. However, component shortages will affect its festive season sales.

UNISOC shipment growth continued for the third consecutive quarter. Its market share entered double digits during the quarter at 10%. The company has succeeded in expanding its customer base, securing a series of design wins with major OEMs like HONOR, realme, Motorola, ZTE, and Transsion. Further, it also had a design win in Samsung’s Galaxy A series. Samsung Exynos slipped to the fifth position with a 5% share as it is in the middle of rejigging its smartphone portfolio strategy of in-sourcing as well as outsourcing to Chinese ODMs. HiSilicon remained affected by the US trade ban. The accumulated inventory of Kirin SoCs is on the verge of being exhausted.