Overview: This report tracks the smartphone AP/SoC Shipment long-term forecast from 2024E-2027E. We also cover historical data starting from 2020 to 2023. This report includes long-term chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by Process node (2nm,3nm,5/4nm, 6nm, 8nm, etc.). This report will help you to understand the smartphone chipset shipment market trends and process node migration in the long term.
Table of Contents:
- Global Smartphone AP/SoC Shipment Long-Term Forecast by Chipset Vendors- 2020-2027E
- Global Smartphone AP/SoC Shipment Long-Term Forecast by Nodes- 2020-2027E
Summary:
- 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
- LTE chipset will remain in 11/12/14nm. But some high-end LTE are migrating to 6/7nm
- Apple remains the major customer on a 3nm-based chipset from 2H 2023. However, 3nm wafer demand will ramp up from 2024.
- Production of 2nm chipsets has been delayed by TSMC and will now commence in late 2026.
Published Date: March 2024