Overview

Global smartphone SoC shipments and revenue declined by double digits YoY in Q2 2026, primarily due to rising memory costs and cautious inventory management by smartphone OEMs. SoC sales also declined in the low double digits, with the mainstream segment facing the strongest impact. At the same time, GenAI adoption is increasing rapidly in smartphones, with shipments of GenAI-capable smartphone SoCs expected to grow by nearly 11% YoY in 2026. Overall, global smartphone SoC shipments are expected to decline by double digits YoY in 2026.

What the Full Report Will Cover

The Global Smartphone SoC Market Analysis Report provides a comprehensive and in-depth view of the global smartphone SoC market, combining both supply and demand-side analysis to highlight key industry developments and competitive dynamics. The report tracks smartphone SoCs across major chipset vendors including Apple, Qualcomm, MediaTek, UNISOC, Samsung, Google, HiSilicon and Xiaomi. It covers SoC vendor performance, ASP trends, smartphone OEM strategies, price-tier segmentation, and regional demand patterns to deliver a well-rounded understanding of market movements.

In addition, the report offers a forward-looking perspective on market outlook and emerging trends, including SoC product roadmaps, GenAI adoption, custom CPU development, die size evolution, and process node migration, along with foundry-vendor relationships. It also features insights on memory and wafer pricing trends, teardown and BoM analysis, and AI server compute ASIC demand.

 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, who track 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 over the quarters?
• Which SoC vendors are driving global SoC shipments and revenue, and how do their positions vary across price tiers and network technologies?
• How is the relationship between smartphone OEMs and SoC vendors evolving over the quarters and across price tiers?
• Which regions are driving smartphone SoC demand, and how are regional dynamics changing?
• What is the outlook for the global smartphone SoC market?
• How is die size evolving across smartphone SoCs, and what are the key drivers?
• How are foundry relationships shaping the product roadmaps of leading SoC vendors?

Companies Mentioned

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