Global Smartphone SoC Shipments Forecast by Vendor by Node – Q2 2026
Overview
Global smartphone SoC shipments are expected to decline by double digits YoY in 2026, primarily driven by rising memory costs and cautious inventory management by smartphone OEMs. MediaTek, Qualcomm, and UNISOC are expected to see shipment declines, while Apple, Samsung and Huawei are likely to maintain growth. The shipments of leading-edge nodes (2nm and 3nm) are likely to grow double-digit in 2026.
What the Full Report Will Cover
The Global Smartphone SoC shipment forecast by vendors by node (2nm, 3nm, 5/4nm, 7/6nm and Mature Nodes) provides a detailed forecast of smartphone SoC shipments for full-year 2026, segmented by leading chipset vendors including Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei, and Xiaomi, and further segmented by process nodes. This report includes two years of historical data from 2024. It offers insights into key market trends, competitive dynamics, and vendor positioning to help understand the evolution of the smartphone chipset market in 2026.
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 2024 through 2026?
- Which SoC vendors are expected to gain or lose shipment share during 2026?
- How is the shipments across nodes evolving over time?
- How quickly are smartphone SoCs migrating toward leading-edge nodes such as 3nm and 2nm?
- Which vendors are expected to have the highest exposure to leading-edge process nodes in 2026?
- How is the 2nm/3nm/4nm competitive landscape expected to evolve among major SoC vendors?
Companies Mentioned
Qualcomm
MediaTek
Apple
Google
Samsung
HiSilicon
UNISOC
Xiaomi
ARM
TSMC
Samsung
SMIC
Category
Industry
Semiconductors
Service
Smartphone SoC
Report Type
Report
Time Period
Quarterly
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Author
Shivani Parashar
Shivani is a market researcher with over 11 years of market research and consumer insights experience. She started her career with Northern Trust Corporation and has since worked with multiple other market research & consulting agencies in India. Shivani has worked across a wide variety of industries, including but not limited to, technology, automotive, and logistics. She has handled multiple end-to-end research project across industries & functions covering a wide variety of subjects. Within Counterpoint, she focuses on components, especially semiconductor foundries and chipsets. Shivani holds an MBA degree in Marketing and an Engineering Degree in Electronics & Instrumentation.
Soumen Mandal
Soumen is a Senior Analyst tracking IoT, Automotive and Telecommunication ecosystem at Counterpoint Research. He is interested in IoT applications, connections, components, electric vehicles, connected cars, autonomous vehicles, semiconductors, shared mobility, services and emerging technologies. He started his career as an Energy Analyst with Manikaran Power Ltd. He has experience working with DISCOMs and SLDCs in the Indian power and energy industry. He is currently based in Gurgaon. He holds an Electrical Engineering degree and an MBA in Marketing & Finance.
Akash Jatwala
Akash Jatwala is a Research Analyst at Counterpoint, specializing in Smartphone AP/SoC, Smart TVs, and 5G Networks Infrastructure. With a PGDM in Finance from IMT Nagpur, and a B.Com from Calcutta University, Akash brings over 5 years of experience in analyzing technological advancements and market trends within the device ecosystem.