Global Smartphone AP Shipment Forecast (Full Year), Q1 2023 - Q4 2025E

Overview: This report tracks the smartphone AP/SoC Shipment forecast for full-year 2025E. We cover historical data starting from Q1 2023 to Q4 2024. This report also includes full-year chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by quarters for full-year 2025E. This report will help you to understand the smartphone chipset shipment market trends in 2025.

• Summary:
  • After two years of significant declines, the smartphone semiconductor market is likely to turn the corner, with 2024 smartphone AP-SoC shipments rebounding 17% YoY.
  • In 2025, we expect the market to grow by low-single digits. The premium segment continues to grow.
  • 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
  • TSMC remains untouchable at advance nodes; SMIC will gain some share due to Huawei, however, capacity expansion remains challenging due to the current geopolitical situation