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 2023. We have also included a one-quarter forecast for Q2E 2023. 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 2023E
- MediaTek AP/SoC Shipments by Model Q1 2020 – Q2 2023E
- Qualcomm AP/SoC Shipments by Model Q1 2020 – Q2 2023E
- Huawei AP/SoC Shipments by Model Q1 2020 – Q2 2023E
- Samsung AP/SoC Shipments by Model Q1 2020 – Q2 2023E
- UNISOC AP/SoC Shipments by Model Q1 2020 – Q2 2023E
- Google AP/SoC Shipments by Model Q1 2020 – Q2 2023E
- JLQ AP/SoC Shipments by Model Q1 2020 – Q2 2023E
Summary:
“The global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipments declined by 46% YoY in Q1 2023 due to inventory correction and weak demand from Chinese OEMs. MediaTek leads the smartphone SoC market with a share of 32.5%.”
- Apple: Apple’s chipset shipments will decrease in Q2 2023 due to seasonality.
- MediaTek: MediaTek’s shipments will slightly decline in Q2 2023 due to inventory correction and weak demand. LTE SoCs shipments will decline by higher single digit and 5G SoCs will grow by mid-single digit.
- Qualcomm: Qualcomm’s shipments will remain flat in Q2 2023 due to inventory drawdown. Inventories will get back to normal in a couple of quarters. Shipments in the premium segment will maintain their volume due to the adoption of snapdragon 8 gen 2 in Samsung flagship smartphones and Chinese OEMs.
- Samsung: Samsung’s shipments have slightly increased in Q2 2023. The launch of Exynos 1330 and 1380 in the mid-high and low segments in Q1 will add volumes to this segment. The company recently announced the Samsung Galaxy M14, A14 & F14, with the Exynos 1330 chipset. Exynos 850 to continue in LTE chipset in the low end.
- UNISOC: UNISOC’s shipments will slightly increase in Q2 2023. UNISOC continues to gain a share in the low-tier bands (<$99) driven by its LTE portfolio. UNISOC recently launched T750 5G Chipset. We are expecting that realme and HONOR will be launching phones with a T750 chipset.
- HiSilicon: As per our checks and sell-thru data, Huawei is close to the end of the inventory for the HiSilcon chipsets. Huawei is using chipsets from Qualcomm in its new smartphones, and these have been capped at 4G. Because of the US ban Huawei cannot manufacture new chipsets from TSMC, Samsung Foundry.
Publication Date: June 2023
