Overview:
This report tracks quarterly global handset model sales data by OEM with the key specifications. This report gives an insightful view of the changing trends in smartphone components and driving factors in the various price segments. It covers 99% of the global handset market with specification analysis.
- Time period: Jan 2022 to Jul 2023 with monthly granularity
- By brand (450+) and models (6000+)
- By regions: NAM, LATAM, WE, EE, MEA, Asia
- Countries: USA, China, India, Indonesia, Malaysia, Philippines, Thailand, Vietnam, Russia, Turkey, Japan, Brazil, Mexico, Nigeria, Pakistan, Saudi Arabia, Canada, South Korea, France, Germany, Italy, Spain, UK
- Specification and prices (30+)
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- Price bands
- Chipsets by OEMs
- Chipset by models
- Display Size
- Display Type
- NAND
- RAM
- Rear camera counts
- 22+ other specifications
Publication Date: September 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.
Number of Pages: 1
Published Date: September 2023
Global Smartphone AP 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 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.
Number of Pages: 1
Published Date: September 2023
Overview:
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.
Number of Pages: 1
Published Date: September 2023
Overview:
- This report contains the monthly smartphone market share and top 10 sales volume for a total of 7 regions, including 4 regions (USA, China India, and Europe) included in the Market Pulse.
- In July 2023, the global smartphone market slightly declined YoY and MoM. In MoM terms, only China and LATAM showed a decline.
- Samsung’s market share rebounded in July due to strong promotions in the US, a major market. But, Apple’s sales declined both YoY and MoM due to typical seasonality.
Number of Pages: 51
Published Date: September 2023
Overview:
Our Q1 2023 Market Monitor report has been published. We release one infographic each quarter to summarize the smartphone market activities in a single page.
Some quick observations on the smartphone market:
- The global smartphone market declined by 14% YoY to reach 280.2 million units in Q1 2023.
- Samsung surpassed Apple as the leading smartphone player in Q1 2023, driven by the success of its mid-tier A series and the recently launched S23 series.
- Among the top five brands, Apple experienced the least YoY shipment decline, resulting in its highest-ever Q1 market share of 21%.
- OnePlus emerged as the fastest-growing top-10 smartphone brand globally, with significant contributions to this growth from China and India.
- In terms of regional performance, the Middle East and Africa (MEA) market exhibited the only single-digit decline at 8%, although this was based on a relatively small market size.
- Europe saw the largest decline for any region, with a 41% decrease, primarily driven by Russia and Central and Eastern Europe.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
Number of Pages: 1
Published Date: July 2023
Overview:
Our Q4 2022 Market Monitor report has been published. We release one infographic each quarter to summarize the smartphone market activities in a single page.
Some quick observations on the smartphone market:
- The global smartphone market declined by 19% YoY to 302.64 million units in Q4 2022.
- Apple replaced Samsung as the top smartphone player in Q4 2022, driven by the recent launch of the iPhone 14 series.
- Samsung’s shipments declined by 16% YoY and 9% QoQ to 58.3 million.
- Apple and OPPO were the only top-five smartphone brands to grow QoQ, with shipments increasing 42% and 4% respectively.
- The 2022 annual global smartphone shipments declined by 12% to 1.2 billion units, the lowest since 2013.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
Number of Pages: 1
Published Date: March 2023
Overview:
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.
Number of Pages: 1
Published Date: December 2022
Overview:
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.
Number of Pages: 1
Published Date: December 2022
