5G Smartphone SoC Development Trend
PDF | 32 pages
Published date: December 2021
Overview
Globally, 5G smartphones have seen fast adoption rates in the past two years. For 2022, Counterpoint expects the worldwide 5G smartphone shipments to reach over 800 million units, replacing LTE as the mainstream cellular standard in mobile devices. 5G will play an important role in future dollar content growth in semiconductors, especially the SoC chipsets, as we believe the migration trend with more advanced features would persist during the next few years.
In this white paper, we look into the forces driving 5G smartphone innovation in 2022 and beyond. Not only the architecture inside the chips but the ecosystem is also evolving to meet the increasing demand from photography, gaming, video streaming and even virtual reality for 5G mobile users. Our research scope here covers cellular technology, architectures, AI elements, memory, and the most advanced foundry nodes.
Besides the abovementioned technology migrations, this whitepaper also brings you our unique perspective on open resource architecture, where chipset vendors allow the release of lower software layers for customizations. We observe the trend of OEMs’ deeper interaction with chipset vendors for customized designs. The differentiation factors in use cases such as camera, multimedia, and gaming, which are increasingly becoming important, especially in flagship smartphones. Going into 2022 and 2023, the flagship Android smartphones remain full of potentials and opportunities in many upgrade areas. We believe the TAM is still expanding, while only a very few SoC vendors are capable of migrations to serve their OEM clients.
Table of Content
- Executive Summary
- Global 5G SA Development
- 5G Spectrum & Standard Development Pushes Network, Device Upgrade
- Strengthened computing power in flagship mobile SoCs
- 5G open resource architecture and Enhanced 5G user experience
Author
Team Counterpoint
Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
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