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 Q4 2022. We have also included a one-quarter forecast for Q1E 2023. 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 2023E
- MediaTek AP/SoC Revenue by Model Q1 2020 – Q2 2023E
- Qualcomm AP/SoC Revenue by Model Q1 2020 – Q2 2023E
- Huawei AP/SoC Revenue by Model Q1 2020 – Q2 2023E
- Samsung AP/SoC Revenue by Model Q1 2020 – Q2 2023E
- UNISOC AP/SoC Revenue by Model Q1 2020 – Q2 2023E
- Google AP/SoC Revenue by Model Q1 2020 – Q2 2023E
- JLQ AP/SoC Revenue by Model Q1 2020 – Q2 2023E
Summary:
- Qualcomm: Qualcomm contributed around half of the smartphone AP/SoC and baseband revenues in Q1 2023.
- MediaTek: MediaTek captured third position of the total global smartphone AP/SoC and baseband revenues. The AP/SoC and baseband revenues for MediaTek slightly declined YoY in Q1 2023 due to order cuts from major Chinese OEMs, ongoing customer inventory adjustments, global macroeconomic conditions, and the weak China market.
- Apple: Apple AP/SoC revenue has increased by 4% YoY in Q1 2023 due to the launch of the new iPhone 14 pro and its variants with A16 bionic. Apple uses Qualcomm discrete baseband for 5G connectivity in iPhone 14 and iPhone 14 pro series. Qualcomm further gains revenues from baseband shipped to Apple.
- 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 revenue has declined YoY in Q1 2023. The revenue of the brand has also sequentially witnessed a decline in the quarter due to the loss of share to Qualcomm for flagship Samsung smartphones.
- HiSilicon: Affected by the US trade ban, Huawei was unable to manufacture the HiSilicon Kirin chipsets. The accumulated inventory of Kirin SoCs is on the verge of being exhausted.
Publication Date: June 2023