Infographic: Q2 2023 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q2 2023

Intel maintained #1 place in Q2 2023 amid memory market slow down, which dragged down major memory players performance such as Samsung, SK Hynix and Micron. In addition, Nvidia took over the second place from Samsung due to the revenue booming on its data center business supported by strong AI server demand. Nvidia expects to see another wave of revenue growth in the upcoming quarter which could make its revenue expand again. Qualcomm’s revenue was capped by looming handset revenue and thus ranked #4 in the quarter. Broadcom and AMD’s revenues were relative resilient amid demand uncertainty.Counterpoint Semiconductor Top 7 Q2 2023

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Infographic: Global Smartphone AP Share in Q2 2023

Global Smartphone AP Market Share by Shipments

MediaTek dominated the smartphone SoC market with a share of 30% in Q2 2023. MediaTek’s shipments slightly increased in Q2 2023 as the inventory levels came down and the competition is growing in the entry level 5G. New smartphone launches in the low and mid-end segments have increased the shipments in Dimensity 6000, Dimensity 7000 series. Qualcomm captured a 29% share in the quarter. Qualcomm shipments increased by 14.5% sequentially in Q2 2023 due to the high shipment for flagship chipset Snapdragon 8 Gen 2. Also, Key design wins for the Snapdragon 600 and 400 series have also contributed to the growth of Qualcomm’s shipment in Q2 2023.

Global Smartphone AP Market Share by Revenue

Qualcomm dominated the AP market in Q2 2023 with a 40% revenue share. This growth is coming from the premium segment due to the adoption of snapdragon 8 gen 2 in Samsung flagship smartphones and Chinese OEMs. The launch of the Samsung Flip and Fold series has also contributed to this growth. Apple had a 33% share in the AP SoC market in Q2 2023 in terms of revenue. Apple’s share declined by 24% QoQ due to seasonality. The iPhone Pro series is doing better. MediaTek captured the third position with a share of 16% in the total global smartphone AP/SoC revenues. MediaTek revenue remained flat in Q2 2023 due to the weak demand and slow China market.

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Infographic: Foundry Revenue Share in Q2 2023

Foundry Companies’ Share by Revenue

TSMC maintained its leadership in the foundry market with a stable 59% market share in Q2 2023. In contrast, Samsung Foundry’s market share dipped by nearly 1% to 11%, primarily due to ongoing smartphone inventory adjustments and the loss of smartphone AP SoC orders from a US client. On the other hand, UMC saw an increase in market share, driven by the continued strength of DDICs and automotive applications in Q2 2023.

Foundry Industry Share by Technology Node

In Q2 2023, the 5/4nm segment continued to dominate the market, holding a significant 21% market share. This strength was driven by robust demand, particularly in the field of AI, with key customers like Nvidia and Broadcom fueling this momentum. In contrast, the 7/6nm segment experienced weakness due to a slower-than-expected recovery in the smartphone market. On the other hand, the 28/22nm segment remained robust, as demand for primary applications, including DDIC and automotive-related applications, remained strong throughout Q2 2023.Foundry companies share Q2 2023

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Weak Q4 2022 for MediaTek; Revenues to Further Decline in Q1 2023

  • MediaTek’s revenue was down 25% YoY and 26% QoQ in Q4 2022.
  • The mobile phone segment’s revenue declined 25% YoY and 30% QoQ.
  • MediaTek has downgraded Q1 2023 revenues to $3.0-$3.4 billion, a decline of 35-40% YoY and 3-12% QoQ.
  • The company has guided the inventory levels to normalize by the end of H1 2023.

MediaTek has reported $3.4 billion in revenue for Q4 2022, down 25% YoY and 26% QoQ. For the full year of 2022, the revenue was $18.7 billion, up 6% YoY. MediaTek delivered a strong H1 2022 driven by 5G SoCs but a weak H2 2022 due to macroeconomic headwinds and customer inventory adjustments. The QoQ decline was due to the slow China market, weak consumer demand and inventory correction by smartphone OEMs. The mobile phone segment’s revenue declined 25% YoY and 30% QoQ due to aggressive inventory adjustments by customers. The segment contributed 52% of MediaTek’s Q4 2022 revenue.

MediaTek Q4 Earning



  • The smart edge segment, which contributed 42% to the company’s revenue in the fourth quarter, declined 18% sequentially due to order cuts from telecommunication operators for inventory adjustment. Revenues from enterprise ASIC and automotive products increased due to growing popularity in the US and Europe regions.
  • The power IC segment accounted for 6% of MediaTek’s revenue, declining 37% QoQ in Q4 owing to weak demand from consumer devices such as smartphones. But the demand for power ICs from automotive and industrial applications increased in Q4.
  • Changing view from the previous quarter’s guidance, MediaTek downgraded Q1 2023 revenues to the range of $3.0-$3.4 billion, a decline of 35-40% YoY and 3-12% QoQ. Gross margins in Q1 2023 are expected to be around 47.5% and the operating expense ratio around 33%. Most smartphone OEMs will follow a conservative approach to maintaining their inventory. Smart TV and Wi-Fi will see a slight increase in demand in the first quarter.
  • MediaTek also launched satellite-based connectivity solutions with Bullitt group, to be available in Q1 2023. MediaTek is the third player after Apple and Qualcomm to offer satellite-based connectivity solutions.
  • MediaTek guided the inventory levels to normalize by the end of H1 2023. This is in line with our view. In H2 2023, MediaTek expects to see growth in revenues. Currently, Chinese smartphone OEMs have 3-3.5 months of smartphone inventory levels, which will come down to 2-2.5 months by the end of Q1 2023.
  • According to Counterpoint Research’s Smartphone AP/SoC Shipment Tracker, MediaTek shipments have declined due to ongoing inventory adjustments, global macroeconomic situation, and a weak China market. LTE SoCs declined more than 5G SoCs in Q4 2022.
  • Overall, weak guidance from MediaTek for Q1 2023. The first half of 2023 is going to be tough due to inventory correction and macroeconomic uncertainties. We forecast the market to bounce back and inventory levels to come back to normal in the second half. We expect the overall smartphone shipments to be flat in 2023. Therefore, despite the growth in the second half, we forecast smartphone AP SoC shipments to contract in 2023.

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Infographic: Q3 2022 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q3 2022

Samsung again took the #1 place in the quarter, though its semiconductor revenue suffered headwinds on memory business performance, largely due to customers’ inventory adjustments. Intel’s revenue remained flattish compared to the previous quarter, as customers have relatively conservative views on both consumer and commercial markets. Overall, memory players reported soft results on inventory correction. Qualcomm and Broadcom, on the other hand, reported comparatively solid revenues on outperformance in the mobile/IoT and wireless/data center/broadband segments, with the former taking third place in the quarter.

Counterpoint Semiconductor Top 7 Q3 2022

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Infographic: Global Smartphone AP Share in Q3 2022

Global Smartphone AP Share by Shipments

MediaTek dominated the smartphone SoC market with a share of 35%. It leads the low-mid-tier wholesale price segment, driven by the Helio G series and Dimensity 700 series. There was a decline in MediaTek shipments in Q3 2022 compared to the previous quarter due to ongoing customer inventory adjustments, global macroeconomic conditions and weak China market. Qualcomm captured a 29% share in the quarter. The company maintained its position in the premium segment despite tough macroeconomic conditions and declining smartphone market.

Global Smartphone AP Share by Revenue

Qualcomm dominated the AP market in Q3 2022 with a 40% revenue share. Qualcomm’s share grew 29% YoY driven by the higher premium mix, which led to growth in the ASPs. The addition of the Snapdragon 8 Gen1 Plus in premium segments and a long-term agreement with Samsung for premium segment phones has driven the premium tier’s growth.
Apple had a 28% share in the AP SoC market in Q3 2022 in terms of revenue. Apple’s smartphone revenue increased 4 % in Q3 2022 due to the launch of the new iPhone 14 Pro and its variants with the A16 Bionic chip. MediaTek captured a 21% share in the AP market. MediaTek’s revenues declined slightly YoY in Q3 2022 due to order cuts from major Chinese OEMs.

Global Smartphone AP Market Share Q3 2022

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Infographic: Foundry Revenue Share in Q3 2022

Foundry Companies’ Share by Revenue

TSMC was the winner in Q3 2022 by gaining 200-300bps of market share, driven by a significant ramp-up of 4/5nm products including new iPhones AP (A16) and AMD/NVIDIA’s new HPC chips. Samsung’s sales were negatively impacted by the order cuts for Android smartphone SoCs and GPUs. Other foundries, including UMC, GF and SMIC, were relatively stable on both utilization rate and average wafer price during the quarter. Some wafer demand declined sharply, like in the case of DDIC and low-end CIS, lowering the sales on legacy 8-inch foundry vendors.

Foundry Revenue Share by Technology Nodes

5/4nm replaced 7/6nm as the largest technology nodes in Q3 2022 foundry sales, as TSMC contributed over 80% of 5/4nm sales. On the other hand, we observed the weakness of 7/6nm due
to slowing mid-end smartphone and discrete GPU (dGPU) sell-through in the supply chain as the inventory correction cycle seemed just in the beginning. For matured nodes, demand on 22/28nm stayed solid due to increasing new applications/new products, including wireless, MCU and driver ICs.

Counterpoint Foundry Share Q3 2022

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Infographic: Q3 2021 | Semiconductors

Semiconductor Top 7 by revenues, Q3 2021:

  • Intel and Broadcom are two companies reported QoQ revenue decline in top 7
  • SK Hynix and Micron reported over 30% YoY in Q3 2021 (SK Hynix 48%, Micron 36%)

Foundry Industry Share by revenues, Q3 2021

TSMC maintains its market share leadership with strong sales growth in Q3 2021 driven by HPC and smartphone clients. Samsung also delivers strong Q3 from major clients. UMC is benefited from wafer price increases.

Smartphone AP Market Share by shipments, Q3 2021

MediaTek maintained its market leadership in units during Q3 2021. Qualcomm, on the other hand, improved slightly on its shipment with better component supply. The major market share shifts during the quarter, were from UniSOC’s strong penetration of 4G SoC market, and Samsung’s further decline of shares suffering from IC shortage in its own brand and more outsourcing orders of 4G SoC.

Counterpoint Research Infographic Q3 2021 Semiconductors


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UNISOC’s Smartphone Application Processor Shipments Doubled in H1 2021

AP shipments of the UNISOC embedded smartphones increased 122% in H1 2021

Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul – August 17, 2021

UNISOC-powered smartphones’ Application Processor (AP) shipments soared in the first half of 2021, up 122% compared to the first half of 2020, according to the Counterpoint Smartphone AP Shipment Tracker. For the second quarter of 2021, UNISOC ranked fourth in the market with an 8.4% share and ranked third in the open market (excluding Apple).

Commenting on the performance of the Chinese fabless chip designer, Research Analyst Parv Sharma said, “UNISOC’s smartphone AP chipset shipments more than doubled in the first half of 2021 compared to the first half of 2020. This year, the company has succeeded in expanding its customer base, securing a series of design wins with major OEMs like HONOR, realme and Motorola. In its home market, the UNISOC T610 and T740 have been successfully adopted by ZTE, Hisense and HONOR. This improved acceptance of UNISOC-powered smartphones by Chinese consumers is a positive signal for its growth in the second half of 2021.”

In addition, UNISOC has been a key partner for operators and local brands in growth markets like LATAM and MEA, which had been contributing a significant share in UNISOC’s chip shipments. We expect the company to maintain this growth momentum.

Exhibit1: UNISOC Smartphone Chipset Shipments by Quarter




Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

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Parv Sharma



Ethan Qi


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