Overview

Global smartphone SoC shipments & Revenue declined by double digit YoY in Q2 2026, primarily due to rising memory costs and cautious inventory management by smartphone OEMs. MediaTek and Qualcomm revenues declined by more than 20% YoY during the quarter. The low and mid-tier segments are expected to be impacted the most, as OEMs are likely to reduce entry-level models and optimize their product portfolios to protect margins. At the same time, rising semiconductor content in flagship smartphones is expected to drive higher SoC revenues, supported by increasing chipset ASPs and greater adoption of advanced, high-value SoCs.

What the Full Report Will Cover

The Global Smartphone SoC Model Revenue Tracker provides a comprehensive view of the global smartphone chipset market, covering quarterly shipments, revenue and ASPs by SoC model and vendor. The report tracks SoCs across major SoC vendors including Apple, Qualcomm, MediaTek, UNISOC, Samsung, Google, HiSilicon and Xiaomi. It provides historical data from Q1 2020 through Q2 2026, covering more than 350 SoC models and enabling detailed analysis of chipset adoption across the global smartphone market. The report also provides insights into key technical specifications including foundry, process node, manufacturing technology, connectivity (5G/4G), CPU architecture, modem, security, AI accelerator and GPU. Shipments and revenue are further analyzed across four price tiers: Premium, Mid-High, Mid-Low and Entry.

Who Should Read This

Industry stakeholders, including foundry players, smartphone SoC vendors, smartphone OEMs, licensing players, law and patent firms, component vendors, memory vendors, materials suppliers, and financial institutions, tracking the smartphone chipset market, competitive market shares, chipset value chains, Bom analysis, ASP trends, technology developments, geopolitical impacts, in-house development efforts, AI adoption, global smartphone SoC sales and competitive dynamics.

Key Questions the Report Answers

• How has the global smartphone SoC market evolved from Q1 2020 through Q2 2026?
• Which vendors are driving SoC shipments and revenue globally, and how do their positions vary across price tiers and network technologies?
• How have quarterly SoC shipments, revenue and market shares evolved over time?
• How is the transition from 4G to 5G impacting smartphone SoC shipments, revenue and ASPs?
• How are technical specifications such as CPU architecture, GPU, AI accelerator and modem capabilities evolving across SoC generations?
• Which foundries and manufacturing technologies are being used by leading smartphone SoC vendors, and how is this mix evolving?
• How are rising semiconductor content, advanced process nodes and premiumization influencing SoC ASPs?

Companies Mentioned

Qualcomm
MediaTek
Apple
Google
Samsung
HiSilicon
UNISOC
Xiaomi
ARM
TSMC
Samsung
SMIC