Semiconductors

Overview Rising memory prices, intensifying competition and the growing cost of AI capabilities are reshaping profitability across the smartphone chipset market. This Counterpoint Research report examines how Qualcomm and MediaTek are navigating these pressures, why premium SoCs retain a margin advantage, and how rising component costs are squeezing mid-range platforms.The report also explores how the shift toward agentic AI and the growing adoption of in-house chipsets by smartphone brands could reshape competition. It assesses why future winners will need to balance AI performance with cost efficiency, pricing power and sustainable margins.

2026年10月22日

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2026年10月22日