Overview:
This report tracks smartphone AP/SoC shipments from all key vendors such as Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC, and JLQ. The report covers smartphone AP/SoC shipment view by region, smartphone OEMs, price bands, inventory, and ASPs. It also includes the full-year forecast for 2024 and key highlights of the smartphone chipset industry in Q1 2024. This report will help you understand the AP/SoC market from a shipment perspective.
Table of Contents:
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- Smartphone Chipset Competition: Q1 2024 Update
- Smartphone Chipset By Price Band Analysis
- Smartphone Chipset Forecast
- Inventory Analysis
- Highlights- Q1 2024
Number of Pages: 27
Overview:
This report tracks the smartphone AP/SoC Shipments by process nodes. We cover historical data starting from Q1 2023 to Q4 2023. This report also include full year chipset shipment forecast by nodes and by quarters for 2024E. This report will help you to understand the smartphone chipset shipment from the nodes perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Chipset Vendors (like Qualcomm, MediaTek, Apple, etc.)
- Process node (3nm, 5/4nm, 6nm, 8nm, etc.)
Table of Contents:
- Global Smartphone AP/SoC Shipment by nodes 2023 and 2024E
Summary:
- 5/4nm is going to be another long-term node.
- In LTE we are seeing migration from 8nm and above nodes to 6/7nm process nodes.
- In entry-level LTE 28/11/12 nm, will continue to be the preferred nodes.
- Apple remains the major customer on a 3nm-based chipset from 2H 2023. However, 3nm wafer demand will ramp up from 2024.
Published Date: June 2024
Overview:
This report tracks the smartphone AP/SoC Shipment forecast for full-year 2024E. We cover historical data starting from Q1 2022 to Q4 2023. This report also includes full-year chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by quarters for full year 2024E and Q1 2025E. This report will help you to understand the smartphone chipset shipment market trends in 2024.
Table of Contents:
- Global Smartphone AP/SoC Shipment Full Year forecast by Chipset vendors Q1 2022-Q1 2025E
Summary:
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- After two years of significant declines, the smartphone semiconductor market is likely to turn the corner, with 2024 smartphone AP-SoC shipments rebounding 9% YoY.
- Recovery in the low and mid-market and continued momentum in the premium segment will drive volume in 2024.
- 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
- TSMC remains untouchable at advance nodes; SMIC will gain some share due to Huawei, however capacity expansion remains challenging due to the current geopolitical situation.
Published Date: June 2024
Overview:
This report tracks smartphone AP/SoC sales by all chipset vendors and by top smartphone OEMs (Samsung, OPPO, vivo, Xiaomi, HONOR, Lenovo, Transsion and Huawei). We cover historical data starting from Q1 2019 to Q1 2024. This report will help you to analyze smartphone sales by the network (5G and LTE) and by top smartphone OEMs.
Table of Contents:
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- Qualcomm AP/SoC Sales by Top Smartphone OEMs Q1 2019- Q1 2024
- MediaTek AP/SoC Sales by Top Smartphone OEMs Q1 2019- Q1 2024
- Samsung AP/SoC Sales by Top Smartphone OEMs Q1 2019- Q1 2024
- UNISOC AP/SoC Sales by Top Smartphone OEMs Q1 2019- Q1 2024
- Google AP/SoC Sales by Top Smartphone OEMs Q1 2019- Q1 2024
- Huawei AP/SoC Sales by Top Smartphone OEMs Q1 2019- Q1 2024
Published Date: June 2024
Overview:
This report tracks the smartphone AP/SoC Shipments by top 20 selling chipset models. We also cover historical data starting from Q1 2019 to Q1 2024. This report will help you to understand the Top selling AP/SoC models from the shipment perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Foundry Details (like TSMC, Samsung. etc.)
- Process node (5nm, 6nm, 8nm, etc.)
- Manufacturing Process (FinFET, N7, N5, etc.)
- CPU Cores Architecture and CPU Cores Count
- ASP
- Die Size
Table of Contents:
- Global Smartphone AP/SoC Shipment by 20 Top selling Chipset Models Q1 2019-Q1 2024
- Global Smartphone AP/SoC Shipment by Chipset Brands Q1 2019-Q1 2024
Summary:
Apple: Apple shipments declined in Q1 2024 due to seasonality.
MediaTek: MediaTek shipments decline QoQ in Q1 2024 after a strong restocking demand in Q4 2023. LTE SoC shipments saw a major drop in Q1 2024.
Qualcomm: Qualcomm’s shipments declined sequentially in Q1 2024 due to the slowing momentum of the Snapdragon 800 series because of seasonality.
Samsung: Samsung shipments increased QoQ in Q1 2024 due to the launch of Exynos 2400 with Samsung Galaxy S24. The Samsung Galaxy A25 series with Exynos 1280 has also added volumes to the overall Samsung chipset segments.
UNISOC: UNISOC’s shipments have declined sequentially in Q1 2024. UNISOC continues to gain a share in the low-tier bands (under $99) driven by its LTE portfolio.
Published Date: June 2024
Overview:
This report tracks the smartphone AP/SoC and baseband revenues by Model for all the vendors. The scope of this report is to track the AP/SoC revenues from all the key vendors like Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC. This report also includes the ASPs of all the vendors by chipset model. We have covered all the main models starting from Q1 2020 to Q1 2024. We have also included a one-quarter forecast for Q2E 2024. This report will help you to understand the AP/SoC Market from the revenue perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Network (4G/5G AP/SoC)
- Foundry Details (like TSMC, Samsung. etc.)
- Process node (5nm, 6nm, 8nm, etc.)
- Manufacturing Process (FinFET, N7, N5, etc.)
- CPU Cores Architecture and CPU Cores Count
- Modem (External/Internal)
- Modem Name
- Secure Element Presence
- Security Chip
- AI Accelerator
- ASPs by Model for (Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC)
- Shipments by Model for (Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC)
Table of Contents:
- Global Smartphone AP/SoC Revenue by model PivotTable
- Apple AP/SoC Revenue by Model Q1 2020 – Q2 2024E
- MediaTek AP/SoC Revenue by Model Q1 2020 – Q2 2024E
- Qualcomm AP/SoC Revenue by Model Q1 2020 – Q2 2024E
- Huawei AP/SoC Revenue by Model Q1 2020 – Q2 2024E
- Samsung AP/SoC Revenue by Model Q1 2020 – Q2 2024E
- UNISOC AP/SoC Revenue by Model Q1 2020 – Q2 2024E
- Google AP/SoC Revenue by Model Q1 2020 – Q2 2024E
- JLQ AP/SoC Revenue by Model Q1 2020 – Q2 2024E
Summary:
Qualcomm: Qualcomm is the largest contributor to the global smartphone AP/SoC and baseband revenues. Qualcomm’s revenue declined in Q1 2024 due to seasonality and the slowing momentum of Snapdragon 800 series chipsets.
MediaTek: MediaTek captured the third position of the total global smartphone AP/SoC and baseband revenues. The AP/SoC and baseband revenues for MediaTek declined QoQ in Q1 2024 after a strong restocking demand in Q4 2023.
Apple: Apple is the second largest contributor in the global AP/SoC revenue market in Q1 2024, but the revenues declined sequentially due to seasonality.
UNISOC: A larger part of the revenues is driven by the 4G AP/SoCs which have grown significantly over the past years. UNISOC continues to gain share in the low bands (<$99) driven by the LTE portfolio.
Samsung Exynos: Samsung revenues have also increased QoQ in Q1 2024 due to the launch of Exynos 2400 with Samsung Galaxy S24. The launch of the Samsung Galaxy M14 series with Exynos 1330 and Samsung Galaxy A54 series with Exynos 1380 has also added volumes to the overall Samsung chipset segments.
Published Date: May 2024
Overview:
This report tracks the smartphone AP/SoC Shipments by Model for all the vendors. The scope of this report is from the AP/SoC shipments from all the key vendors like Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC and JLQ. We have covered all the main models starting from Q1 2020 to Q1 2024. We have also included a one-quarter forecast for Q2E 2024. This report will help you to understand the AP/SoC Market from the shipment perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Network (4G/5G AP/SoC)
- Foundry Details (like TSMC, Samsung. etc.)
- Process node (5nm, 6nm, 8nm, etc.)
- Manufacturing Process (FinFET, N7, N5, etc.)
- CPU Cores Architecture and CPU Cores Count
- Modem (External/Internal)
- Modem Name
- Secure Element Presence
- Security Chip
- AI Accelerator
Table of Contents:
- Global Smartphone AP/SoC Shipment by model PivotTable
- Apple AP/SoC Shipments by Model Q1 2020 – Q2 2024E
- MediaTek AP/SoC Shipments by Model Q1 2020 – Q2 2024E
- Qualcomm AP/SoC Shipments by Model Q1 2020 – Q2 2024E
- Huawei AP/SoC Shipments by Model Q1 2020 – Q2 2024E
- Samsung AP/SoC Shipments by Model Q1 2020 – Q2 2024E
- UNISOC AP/SoC Shipments by Model Q1 2020 – Q2 2024E
- Google AP/SoC Shipments by Model Q1 2020 – Q2 2024E
- JLQ AP/SoC Shipments by Model Q1 2020 – Q2 2024E
Summary:
“The global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipments increased by 49% YoY in Q1 2024 due to continued inventory restocking by smartphone OEMs. MediaTek leads the smartphone SoC market with a share of 37%.”
Apple: Apple shipments declined in Q1 2024 due to seasonality.
MediaTek: MediaTek shipments decline QoQ in Q1 2024 after a strong restocking demand in Q4 2023. LTE SoC shipments saw a major drop in Q1 2024.
Qualcomm: Qualcomm’s shipments declined sequentially in Q1 2024 due to the slowing momentum of the Snapdragon 800 series because of seasonality.
Samsung: Samsung shipments increased QoQ in Q1 2024 due to the launch of Exynos 2400 with Samsung Galaxy S24. The Samsung Galaxy A25 series with Exynos 1280 has also added volumes to the overall Samsung chipset segments.
UNISOC: UNISOC’s shipments have declined sequentially in Q1 2024. UNISOC continues to gain a share in the low-tier bands (under $99) driven by its LTE portfolio.
Published Date: May 2024
Overview:
This forecast is part of Counterpoint’s PC research and focuses on developments in the Arm PC market. It provides quarterly and annual forecasts on Arm PC suppliers on shipments. The data in this report covers from 2022 to 2027.
Table of Contents:
- Arm Laptop Shipments Forecasts by Vendor
- Arm Laptop Shipments Forecasts by Chipset
- Arm Laptop Global Shipment by 2027
- Contacts
Overview:
This tracker is part of Counterpoint’s PC research and focuses on developments in the Arm PC market. It provides quarterly statistics on Arm PC suppliers in terms of revenue, shipments and ASP. The data in this report covers from Q1 2020 to Q1 2024.
Table of Contents:
- Arm Laptop Shipments by Vendor
- Arm Laptop Revenue by Vendor
- Arm Laptop ASP by Vendor
- Arm Laptop Shipments by Chipset
- Contacts
