Overview:
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.
Number of Pages: 1
Published Date: December 2022
Overview:
Our Q3 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 12% YoY but grew 3% QoQ to 301.9 million units in Q3 2022.
- Apple was the only top-five smartphone brand to grow YoY.
- Samsung’s shipments declined by 7% YoY in Q3 2022, even though it’s shares were constant from last quarter.
- OPPO* and vivo are still in a double digit YoY declines in their respective shipments.
- Asia Pacific alone contributes 52.3% in smartphone market followed by Europe with 14% share.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
Number of Pages: 1
Published Date: December 2022
Overview:
Foundry Revenue Share by Vendors
TSMC gained 200 bps in terms of market share in Q2 2022, driven by leading technology nodes for iPhone AP and HPC-related ICs. The capacity utilization rate in Q2 in leading nodes was still at 95%-100% at TSMC. Samsung lost 100-200 bps during the quarter due to weaker demand for Qualcomm’s flagship smartphone SoCs. UMC, GF and SMIC managed to maintain their shares with high capacity utilization rates.
Foundry Revenue Share by Technology Nodes
5/4nm became the second largest node in Q2 2022 in terms of revenue share, accounting for 15% of industry sales, which were driven by smartphone SoCs (Apple, Qualcomm and MediaTek), ARM-based CPUs (Apple) and newly launched GPU accelerators from NVIDIA. 7/6nm remained the largest node, with increasing applications from CPU, GPU and networking processors. Sales from matured nodes started slowing down in Q2 2022 due to inventory adjustment from driver ICs and CMOS sensors.
Number of Pages: 1
Published Date: September 2022
Overview:
Global Smartphone AP Market Share by Shipments
MediaTek dominated the smartphone SoC market with a share of 39%. MediaTek leads the low-mid tier wholesale price segment, driven by its Helio G series and Dimensity 700 series. There is a slight decline in MediaTek shipments in Q2 2022 compared to the previous quarter due to order cuts from major Chinese OEMs. Qualcomm captured a 29% share in the quarter. Qualcomm maintained its position in the premium segment despite tough macroeconomic situations and the declining smartphone market.
Global Smartphone AP Market Share by Revenue
Qualcomm has dominated the AP market by 44% in terms of revenue in Q2 2022. The share for Qualcomm has grown 56% YoY in Q2 2022 driven by the higher premium mix which has led to growth in the ASPs. Also, the recently announced partnership between Qualcomm and Samsung for the galaxy s22 family will support the revenues for the premium tier. MediaTek has captured a 22% share in the AP market. Qualcomm further gains revenues from baseband shipped to Apple. MediaTek’s revenue was driven by the higher 5G ASP and entry into the premium market with Dimensity 9000 series.
Number of Pages: 1
Published Date: September 2022
Overview:
Our Q2 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 9% YoY and 10% QoQ to 294.5 million units in Q2 2022.
- This was the first time since Q2 2020 during the early part of the COVID-19 pandemic that the quarterly shipments dropped below 300 million units.
- Samsung was the only top-five smartphone brand to grow YoY. Its shipments increased 8% YoY and its market share grew by three percentage points to 21%.
- Apple’s shipments declined by 5% YoY in Q2 2022, although its share increased in a diminished market.
- Apple’s shipments declined 5% YoY in Q2 2022, although its share increased in a weak market.
- Xiaomi, OPPO* and vivo, hit by China lockdowns, suffered double-digit YoY declines in their respective shipments.
- HONOR's shipments grew 75% YoY in Q2 2022 to 14.7 million units. Consequently, its market share went up to 5% from 3% in the same quarter of last year.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
Number of Pages: 1
Published Date: September 2022
Overview:
Smartwatch Market Share by Brand
The global smartwatch market grew 13% YoY, reaching shipments at 33.7 million units in Q1 2022 and continued double-digit growth for the fifth consecutive quarter. Apple maintained a solid lead and increased 14% YoY in Q1 2022. Some shipments carried over to Q1 2022 due to a month late launch of Apple Watch 7, which helped continue the strength of the brand.
Smartwatch Market Share by Region
While most major regions grew YoY, only Europe recorded flat growth. Although Apple and Samsung continued to grow year-over-year, other major brands such as Garmin and Fitbit performed weakly in the European market during this period.
Number of Pages: 1
Published Date: June 2022
Overview:
Global Smartphone AP Market Share by Shipments
MediaTek led the smartphone SoC market with a share of 38%. The company has recorded an impressive set of numbers, 5G shipments grew 20% YoY in Q1 2022. MediaTek dominates the low-mid tier wholesale price segment, driven by its Dimensity 700 and Dimensity 900 series.
Global Smartphone AP Market Share by Revenue
Qualcomm has dominated the AP market in terms of revenue in Q1 2022 owing to strong premium-tier sales. Supply improved and Qualcomm made flagship design wins with all major Chinese brands. These devices are now hitting the market. It is a feather in Qualcomm’s cap that Samsung has increased the variants of its Galaxy S22 line-up powered by Snapdragon.
Number of Pages: 1
Published Date: June 2022
Overview:
Foundry Revenue Share by Vendors
TSMC reported stronger Q1 2022 revenue driven by HPC (clients including Apple, AMD, Nvidia) which exceeded smartphone as its largest business segment for the first time of company history. Also the upside results came from UMC and SMIC, both delivered higher sales from increasing wafer price and local client demand. Relatively, the market share on Samsung and GF were stable, due to the constrains of capacities and lower production yields from some products in the advnaced nodes.
Foundry Revenue Share by Technology Nodes
The largest technology node (in revenue) was 7/6 nanometer during Q1 2022, accounting for 18% of the total foundry industry TAM. The main products in 7/6nm include smartphone AP/SoC, tablet APUs, GPUs, and CPUs that TSMC
dominated the market. The node of 16/14/12nm is the second largest node, primiarily for smartphone RF IC / 4G SoCs, wearable processors, SSD controller, and PC-related ICs. TSMC, Samsung and GlobalFoundries are the major vendors in 1xnm.
Number of Pages: 1
Published Date: June 2022
Overview:
Our Q1 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 8% YoY and 12% QoQ to 326 million units in Q1 2022.
- Samsung surpassed Apple to take the number one spot in Q1 2022 with its smartphone shipments increasing by 8% QoQ to 74.4 million units.
- Apple’s shipments declined 1% YoY in Q1 2022 to reach 59 million units.
- Xiaomi, OPPO and vivo’s component struggles continued, causing QoQ and YoY declines in their respective shipments.
- HONOR’s shipments grew 148% YoY in Q1 2022 to 16 million units. Consequently, its market share rose to 5%, up from 4% in Q4 2021 and 2% in Q1 2021.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
Number of Pages: 1
Published Date: June 2022
