MediaTek Strengthens Premium Push With Gen AI Capabilities

The Dimensity 9300 is integrated with the 7th-gen APU 790 processor, which supports a broad generative AI ecosystem and models including Meta Llama 2, Baidu ERNIE 3.5 SE and Baichuan 2.
It can run with 13 billion parameters, which are scalable up to 33 billion, on-device at a processing speed of up to 20 tokens per second.
The Dimensity 9300 will debut with the vivo X100 smartphone in mid-November

MediaTek recently launched its third-generation premium chipset Dimensity 9300. The company has emerged as a strong competitor in the premium smartphone chipset market after launching the Dimensity 9000 in Q1 2022. Currently, MediaTek leads the low-mid segment and drives significant volumes both for 4G and 5G in this tier.
Adopting a non-traditional CPU core design, the Dimensity 9300 focuses on raw performance. It has four large cores (Cortex-X4) and four performance cores (Cortex-A720 cores), thus enabling it to excel in raw computing power and advanced AI capabilities.

Dimensity 9300 key specifications

Like the last two generations, the Dimensity 9300 SoC is built on a TSMC 4nm process node. It is more efficient and performs better than the Dimensity 9200. There is a 40% improvement in the multi-core performance and a 15% improvement in the single-core performance. The Dimensity 9300 combines an octa-core CPU with the company’s second-generation hardware raytracing engine, enabling smartphones to achieve console-level global illumination effects at a smooth 60 FPS. Besides, the chipset supports seamless multitasking, allowing users to simultaneously play games and stream videos or watch a video while gaming.

Four ARM Cortex-X4 CPU. Prime core clocked at up to 3.25GHz
Four ARM Cortex-A720 CPU clocked at up to 2.0GHz

7th-gen APU 790 processor

The chip is equipped with MediaTek’s next-generation APU 790 processor, which reduces power consumption by 45% while improving performance. Its processing speed is eight times that of the APU 690. It also offers significant improvements in generative AI performance and energy efficiency for edge computing. The APU 790 is specifically designed for generative AI tasks, marking a substantial upgrade over its predecessor. It accelerates processing through the Transformer model and supports image generation within one second using Stable Diffusion. The APU 790 also supports large language models with up to 33 billion parameters. MediaTek has also implemented mixed-precision INT4 quantization technology and NeuroPilot memory hardware compression to optimize memory usage for large AI models.

The Dimensity 9300 has a strong AI generative ecosystem, which supports language models like Llama 2, Baichuan 2 and Baidu AI LLM. It helps developers to efficiently deploy multi-modal generative AI applications for users.

Immortalis-G720 GPU

With the integration of ARM’s latest GPU, the Immortalis-G720, the Dimensity 9300 offers almost a 46% boost in GPU performance and 40% power reduction compared to the Dimensity 9200.

The Dimensity 9300 chipset supports the new Ultra HDR format in Android 14, improving mobile photography with vibrant images and compatible JPEG files. It also offers ambient light adaptive HDR recovery technology for enhanced photography. It supports 100% pixel-level autofocus, dual lossless zoom and 3-microphone HDR audio recording.

The chipset’s display system is equipped with the MiraVision Picture Quality (PQ) engine which dynamically adjusts the contrast, sharpness and color of primary objects, resulting in lifelike video experiences similar to high-end TVs. It uses on-device AI to detect primary objects and background images in real time.

Enhanced connectivity

The Dimensity 9300 offers Wi-Fi 7 speeds up to 6.5 Gbps and improved long-range connectivity with Xtra Range 2.0 Technology. It also enhances smartphone tethering speeds by up to three times using Multi-Link Hotspot technology. The Dimensity 9300 also supports up to three Bluetooth antennas and features dual Bluetooth flash connection technology for an ultra-low latency Bluetooth audio experience.

DRAM support and security

The Dimensity 9300 is the first SoC that supports the LPDDR5T up to 9600 Mbps. Also, it integrates two SUPs, one for boot security and one for computing security.

Dimensity 9300 vs Snapdragon 8 Gen 3

In terms of specifications, the Dimensity 9300 uses all big core architecture 4 prime cores (Cortex-X4) and 4 big cores (Cortex-A720), whereas the Snapdragon 8 Gen 3 uses one prime (Cortex-X4), five big (Cortex-A720) and two small cores (Cortex-A520). MediaTek with its all-big core design is addressing generative AI and gaming applications. On paper, the Dimensity 9300’s AI performance is competitive. The Dimensity 9300 supports large language models that can run with 13 billion parameters, whereas the Snapdragon 8 Gen 3 can run with 10 billion parameters on-device.

The fact that MediaTek now offers performance and efficiency gains that are comparable to Qualcomm’s latest-generation flagship offerings, shows MediaTek wants to directly compete with Qualcomm in the premium segment. Overall, this is going to be a win-win for the industry, as it will raise the bar and, in turn, benefit the end users.

Expected timeline

The vivo X100 will be the first smartphone to carry the Dimensity 9300 chipset. It will be available in the market by the end of 2023. We expect that the Dimensity 9300 will have better adoption among Chinese OEMs compared to the Dimensity 9200. China will be the first target market for smartphones with the Dimensity 9300, followed by India, SEA and Europe.

Qualcomm Guides Recovery in Handset Market, Channel Inventory Improving

Total revenues declined by 24% annually in Q3 2023 to reach $8.6 billion. The revenues slightly increased sequentially due to the recovery in the smartphone market and improving channel inventory.
The company’s handsets business captured revenues of $5.5 billion, declining 27% annually but growing 4% sequentially.
Overall, we expect the premium handset market to drive revenues for Qualcomm while focusing on mixed shifts toward the low- to mid-end 5G market will drive further growth.

Qualcomm’s total revenue in Q3 2023 declined 24% YoY to reach $8.6 billion. However, the revenue increased slightly QoQ due to recovery in the smartphone market and improving channel inventory. The company’s handset-related business grew 4% sequentially on recovering Android demand.

During the earnings call, Qualcomm CEO Cristiano Renno Amon discussed the company’s performance and outlook on key areas like ARM PC and Huawei comeback.

ARM-based PC opportunity

CEO Cristiano Renno Amon: “…I think Snapdragon X Elite represents the results of this Microsoft-Qualcomm collaboration… if you look at the announcements of other computing companies talking about having an ARM-based PC processor, that is validation that that’s our TAM now. It is going to be part of the expansion of TAM for Qualcomm. We are a new player, and we look at this as a growth opportunity. We are excited about it.”

Analyst take: The AI PC market is witnessing a surge, underpinned by Intel and Qualcomm’s new PC CPU platform, which is just around the corner. These AI-enabled PCs will likely be available around mid-2024. We expect AI PCs to have an over 50% 10-year CAGR from 2020, and after 2026, they will dominate the PC market. Intel, Qualcomm and other PC CPU makers are working closely with PC OEMs for the next-generation mainstream models, marking a new chapter for the PC industry.

Outlook and headwinds

CEO Cristiano Renno Amon: “…as we indicated in the last earnings call, …we don’t have any more projection of selling our 4G… SoCs to Huawei. And going forward, we do not expect (it) to have any significance – it’s going to be a very small contribution from Huawei. I think the more interesting answer to your question, and that’s the reason I provide the 35% data point (QCT handset forecast includes sequential revenue growth of greater than 35% from Chinese OEMs), is as Huawei launched the device, what we are seeing from our customers is …growth… on the Android side. We see a mixed improvement of our customers, moving towards flagship, and it’s kind of reflected in our numbers. So it does not change the trajectory that we have with our Android customers in China. And there is a possibility that Huawei is upgrading its existing customer base. There was a data point – there are about 100 million Huawei former customers with a 4- to 5-year-old Huawei phone, and that could have an impact on increasing the TAM.”

Analyst take: Qualcomm did not consider any material revenues from Huawei due to Huawei’s in-house chipset adoption. Huawei’s aggressive comeback will increase competition in the Chinese market and affect the overall 5G TAM. However, sequential revenue growth from Chinese OEMs and increased silicon content because of AI adoption will have a positive impact on the blended ASP and units.

CEO Cristiano Renno Amon: “…in fiscal ’23 that just ended, we had a share increase both globally and in China of sell-through. And we like, I think, the direction that we have been going …as we said, we will continue to retain a majority share at Samsung. We feel good about that relationship going forward. And we have seen traction from premium and high-tier Chinese OEMs. This is in spite of the launch of and the successful initial sales of a newcomer. And that’s kind of also reflected in the sequential 35% growth.”

Analyst take: With the launch of the Exynos 2400, Samsung may adopt an in-house chipset in its Galaxy S series. However, Qualcomm has highlighted it will have the majority share in the Samsung flagship. Based on our smartphone sell-through tracker, Qualcomm leads the Chinese market and has increased its share in the past few quarters. Overall, we expect the premium market to drive revenues for Qualcomm while focusing on mixed shifts toward the low- to mid-end 5G market will drive further growth.

Results summary

Signs of recovery: Total revenues declined by 24% annually in Q3 2023 to reach $8.6 billion. The revenues slightly increased sequentially due to the recovery in the smartphone market and improving channel inventory.
Handset revenues increased sequentially: The company’s handsets business captured revenues of $5.5 billion, declining 27% annually. The segment grew 4% sequentially due to the early stages of recovery in Android demand.
IoT revenues decline: IoT revenues were recorded at $1.4 billion, declining 7% sequentially due to the weak demand from industrial IoT customers and inventory drawdown.
Auto revenues: Auto revenues in Q3 2023 grew 23% sequentially to reach $535 million. The company has expanded its auto platform by entering two-wheelers and having design wins with Gogoro, Harley-Davidson and others. Qualcomm has also entered into a strategic partnership with AWS to integrate cloud and AI into vehicle development.
Agreement with Apple: Apple and Qualcomm have reached an agreement to supply Snapdragon 5G Modem-RF systems for smartphone launches in 2024, 2025 and 2026, reinforcing their ongoing relationship. The iPhone model launched in 2026 will have a 20% Qualcomm baseband share.
Inventory turnover: Inventory levels are coming down to a normal level. We expect the overall inventory environment to reach normal levels by the end of Q1 2024.
Positive outlook for Q4 due to seasonality: For Q4 2023, Qualcomm guided revenues to be between $9.1 billion and $9.9 billion, growing 5%-15% sequentially. The company forecasted a sequential double-digit growth in handset revenues in Q4 2023, driven by launches in the premium segment and seasonality.

Infographic: Q2 2023 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q2 2023

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.

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Infographic: Global Smartphone AP Share in Q2 2023

Global Smartphone AP Market 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 Market 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.

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Infographic: Foundry Revenue Share in Q2 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.

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STMicro Beats Q1 2023 Earnings Expectations Despite Chip Shortages

STMicro expects 2023 revenue of $17.0 billion-$17.8 billion, representing a 5%-10% growth over 2022.
Silicon carbide (SiC) substrate manufacturing facility in Catania will fulfill the continuing demand as Silicon Carbide (SiC) in EVs is growing substantially.
In 2023, revenue from SiC is expected to be around $1.2 billion, with a significant portion of its substrates internally sourced by 2024.

STMicro’s Q1 2023 net revenue rose 19.8% YoY to reach $4.25 billion, primarily driven by strong demand from the automotive and industrial segments and partially offset by lower revenue in personal electronics. Revenue from factory automation, robotics and building control grew while new orders normalized. STMicro will have a significant portion of its substrates internally sourced by 2024 as it continues to ramp up silicon carbide front-end device production in its Singapore facility. The company’s gross margin improved to 300bps YoY and 220 bps QoQ in Q1 2023 driven by favorable pricing and improved product mix, net of hedging, but was partially offset by an increase in manufacturing input costs.

Automotive: The automotive sector has maintained its momentum helped by a surge in EV adoption and semiconductor integration. STMicro has secured multiple design contracts for SiC, silicon MOSFETs, onboard charging MCUs and zonal controller solutions from several electric vehicle manufacturers. STMicro won several design contracts in vehicle dynamics, airbags and anti-theft applications, as well as SPC5 microcontrollers for vehicle body control in the legacy automotive sector. The legacy automotive sector remains dynamic for now, as silicon integration continues to grow.

Industrial: The industrial segment experienced a surge in demand, driven by the digitalization of devices and the need for improved power and energy efficiency. STMicro secured several design contracts in the industrial sector, offering system solutions that consist of power discrete, power management and STM32 microcontrollers for use in renewable energy applications, multi-product solutions for smart meters, smart grid applications, intelligent power switches, motor drivers, industrial sensors and secure solutions for applications such as industrial automation, asset tracking and server power supplies. STMicro has also introduced the MCU Edge-AI Developer Cloud which includes an online benchmarking service for Edge-AI models on STM32 boards.

Personal Electronics: STMicro’s products, such as NFC controllers, secure elements, wireless charging, MEMS sensors and time-of-flight sensors have been chosen by leading smartphone and wearable device manufacturers. In the communications and computer equipment sector, STMicro has secured several design contracts for LEO satellites, as well as for computer peripherals including secure solutions, time-of-flight sensors, microcontrollers and ASICs for communications infrastructure.

Segment Revenue

Automotive and Discrete (ADG): Q1 2023 revenue of $1,807 million, up 43.9% YoY in both automotive and power discrete segments.
Analog, MEMS & Sensors (AMS): Q1 2023 revenue was $1,068 million, with a marginal decrease of 0.9% YoY in analog, MEMS and imaging segments.
Microcontrollers & Digital ICs (MDG): Q1 2023 revenue was $1,368 million, increasing 13.2% year-on-year growth in both microcontrollers and RF communications segments.

Forecast: Net revenue for Q2 2023 is projected to be around $4.28 billion indicating a 0.8% QoQ increase, with a possible deviation of 350 basis points. Moreover, the projected revenue for FY2023 is expected to be $17.0 billion-$17.8 billion, reflecting 5%-10% YoY growth, primarily driven by the automotive and industrial sectors.

Demand and Supply: The high demand for the automotive, industrial power and energy sectors persisted in Q1 2023, propelled by the continued integration of semiconductors and the normalization of orders from the factory and automation sectors. However, at the end of Q1 2023, inventory was at $2.87 billion compared with $2.15 billion in the year-ago quarter. The days of sales in inventory at the end of the quarter were 122, compared with 104 days in Q1 2022. The automotive segment witnessed a surge in demand across all regions, primarily due to the growing use of semiconductors and inventory replenishment. The backlog has now extended to about six quarters at the mid-point of 2023 which is higher than usual but remains consistent with the diverse end-market segments.

Capex and Investment: Capex stood at $1.09 billion in Q1 2023, up from $840 million in the year-ago quarter. The company plans to invest about $4.0 billion with 80% of the investment directed towards the expansion of the 300mm wafer production and the continued ramp up of SiC front-end device manufacturing in Catania and Singapore. The company also intends to increase its back-end manufacturing capacity in Morocco and China.

Conclusion

STMicro is making significant progress by capitalizing on its impressive portfolio and benefiting from the strong demand in the automotive sector despite the supply chain constraints. The partnership between STMicro and Global Foundries is expected to increase the production capacity to 620,000 wafers annually by 2026. Additionally, STMicro has signed a multi-year supply contract with ZF to provide silicon carbide for its modular inverter architecture which is scheduled to commence production in 2025. To further diversify its raw material procurement, STMicro is implementing smart technology to reduce the cost of the solution at the substrate level.

Infographic: Q3 2022 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q3 2022

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.

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Infographic: Global Smartphone AP Share in Q3 2022

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.

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Infographic: Foundry Revenue Share in Q3 2022

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.

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MediaTek Targets Diverse Technology Verticals With 4 New Chipsets

MediaTek’s new flagship SoC, the Dimensity 9200, contains around 17 billion transistors, making it one of the most powerful mobile platforms.
The second-generation thin modem T800 is expected to build on the T700’s design wins.
The Kompanio 520 and 528 chipsets will bring full HD+, dual monitors and smart TV connectivity to entry-level Chromebooks.
The Pentonic 1000 chipset will bring new AI advancements as well as versatile video coding to flagship 4K 120Hz TVs.

Open and Informative Executive Summit Event

MediaTek recently held its annual Executive Summit in Sonoma, California. The summit saw announcements on new products and detailed business updates, including on upcoming mobile, broadband, TV and metaverse products. CEO Rick Tsai and CFO David Ku were among the management officials who spoke on the occasion and fielded questions from analysts and media. Despite growing to become the fourth-largest fabless semiconductor company, MediaTek is often behind the scenes. Events like this have broadened the chipmaker’s brand recognition and understanding of its large range of business units. There are many businesses where MediaTek’s semiconductor solutions are positioned at the top or near the top:

Smartphones
Android tablets
Arm-based Chromebooks
Smart speakers
Connectivity, broadband and networking
Power management
ASIC solutions
Smart TV and digital TV
Optical drive and BD players
Feature phones
Digital cameras
Automotive connectivity and telematics

MediaTek’s 2026 revenue TAM is forecasted to grow to $780 billion. Business unit revenues will grow more diverse over the next four years.

Source: MediaTek

MediaTek has outperformed the tech industry over the past four years. The company’s revenues have doubled, and operating profits have grown 5.5x during the period. Its technology roadmap is strong and diverse. Here are the key announcements made during the event:

New smartphone flagship SoC – Dimensity 9200

This is MediaTek’s second flagship SoC launch. The company has over 30 design wins to date with its first flagship SoC, which will likely grow to over 50 design wins.
MediaTek’s new flagship SoC is based on TSMC’s enhanced 4nm process. It contains around 17 billion transistors, making it one of the most powerful mobile platforms.
Its CPU architecture consists of 1x Cortex-X3 core up to 3.05GHz, 3x A715 performance cores @ 2.85GHz, and 4x A510 efficiency cores @ 1.8GHz. Single-core performance is claimed to increase speeds by 12% and multi-core performance by 10%. We look forward to sizable gains in testing on devices upon launch.
The GPU is built on Arm’s latest Immortalis-G715 cores (MC11) and has hardware-based ray-tracing ability and support for MediaTek’s HyperEngine 6.0 game engine. There are also new algorithms introduced that use less power and keep device temperatures lower.
Enhanced APU will enable 4K@30fps night video shooting with high clarity and can deliver more innovations paired with the Imagiq 890 ISP.
Compared to the Dimensity 9000 (last year’s flagship), the APU and GPU represent the areas with the most significant performance improvements.
It is the industry’s first Wi-Fi 7-ready mobile SoC. The SoC is built on a 6nm node process, which fosters big power consumption savings.
It has the first integrated mmWave solution with a new ‘beam forming’ approach. mmWave 5G is testing 2x faster than Sub-6 5G.
New packaging techniques will help with temperature control. The company noted the new packaging techniques improved heat dissipation by 10%, equating to a delayed rise in temperature allowing for 4x longer use (or play) time.
As with every new SoC launch, the true test will be when we are able to test devices in the market. Looking at the spec upgrades, these are sizeable upgrades and should help MediaTek chip away at share in the high end. This is especially true for the China market.
AI/camera ISP improvements will be among the key selling points. Upgrades include a better understanding of the environment, which means the ISP will understand objects and backgrounds and will apply different color processing. There is support for a dual-stream AI shutter for better photos for shots with high amounts of movement. Great effort has been made to improve night shots, long exposure shots and high dynamic shots. We look forward to seeing how OEMs implement these upgrades.
The SoC is already sampling with OEMs and smartphones will be in the market in Q1 2023. vivo will launch the first smartphone with the Dimensity 9200. vivo has designed the 9200 into its X90 series. Other OEMs committed to the new SoC include Xiaomi, OPPO, and ASUS.

Filogic T800 thin modem for applications outside of smartphones

MediaTek announced a new 4nm 5G thin modem for applications such as always-connected PCs, M2M and industrial IoT.
Supports SA and NSA Sub-6 and mmWave 5G networks.
Supports download speeds of up to 7.9Gbps and upload speeds of up to 4.2Gbps.
MediaTek is targeting the always-connected PC space. There will be up to 50 PC design wins of the T700 in 2023 and the second-generation thin modem T800 should build on these design wins.

Kompanio 520 and 528 chipsets for entry Chromebooks

The Kompanio updates will bring new experiences to entry Chromebooks. They support full HD+, dual monitors, and smart TV connectivity.
Key specs:
- Arm Mali G52 MC2 2EE, LPDDR4x memory with a max frequency 3733MHz, eMMC 5.1 storage with a hardware command queue
- Hi-Fi 5 DSP, 2560 x 1200 display support at 60Hz and 1920 x 1080 external monitor display support at 60Hz
- 1920 x 1080 at 60fps video encoding
- All-day battery life, energy efficient, and fan-less design
According to MediaTek, the 528/520 are testing 15% faster multi-tasking and 20% faster GPU. The 520 is outperforming the Intel N4500.
The chips support the latest Google security framework.
MediaTek is increasing its go-to-market activities with more marketing within BestBuy/Amazon and pushing the space at education trade shows.
Asus and Lenovo will have devices in the market early in 2023.

Pentonic 1000 chipset for flagship 4K 120Hz TVs

MediaTek is the number one semi supplier to TV OEMs with over 60% global market share.
Key specs of the Pentonic 1000:
- Wi-Fi 6/6E support aiding cloud gaming
- Supports ATSC 3.0, AV1, HEVC, VP9, AVS3 and designed for VVC (H.266)
- Updated voice assistant features that allow consumers to connect smart TVs to other smart home devices
- Supports Dolby Atmos immersive sound
After an accelerated upgrade period during the COVID-19 pandemic, the TV industry is seeing a slowdown and higher-than-normal inventories. 8k will not be a driver for some time.
Xbox and PS5 updates are driving demand for 4k 120Hz flagship TV sales. AI advancements are improving picture and audio quality for better TV and gaming experiences.
Versatile video coding (VVC) will begin to be adopted within flagship televisions.
Dolby Vision IQ with Precision Detail will improve the 4K streaming TV experience, cloud gaming and video conferencing by adjusting the on-screen picture depending on how bright the room is.
TVs with the Pentonic 1000 will be seen in the market in Q1 2023 and showcased at CES.

MediaTek Designed Into Sony PlayStation VR2

Sony will launch its next-generation VR headset early in 2023. Multiple sources have written there will be two million units available at launch.
MediaTek will supply the SoC in the headset display. This is a great design win for MediaTek.
MediaTek believes XR will grow from under $1 billion today to $100 billion by 2030.

Outlook

MediaTek has the right approach toward the premium smartphone segment with its second-generation solution. It will take patience, quality and investment, more so against the backdrop of China market weakness and the overall macroeconomic slowdown, to continue on the growth path. But having a diversified portfolio and new chipsets for its IoT portfolio, including thin modem solutions, 5G FWA, Wi-Fi 7, 4K TVs, connected PCs, XR and gaming ASICs, will help the company through this challenging period.

The automotive business segment is small but important. It is another vertical which will help the cause, but it will take some time. Double-digit growth from a very small base is possible. Today, automotive solutions include power ICs, telematics, smart cockpit and infotainment. Eventually, the company will move into higher ASP automotive solutions.

Infographic: Global Smartphone AP Market Share | Q2 2022

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.

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TSMC Captures 70% Share of the Smartphone AP/SoC and Baseband Shipments in Q1 2022

New Delhi, London, Hong Kong, San Diego, Seoul – July 6, 2022

Global smartphone chipset (SoC/AP+Baseband) shipment declined 5% YoY in Q1 2022 due to seasonality, weaker demand in China amid lockdowns and over shipping from some chipset vendors in Q4 2021, according to the Counterpoint’s Foundry and Chipset Tracker. However, this decline was offset by strong growth in the chipset revenues which grew a healthy 23% YoY in Q1 2022, as the chipset mix shifted towards costlier 5G smartphones. TSMC, the world’s largest foundry, captured nearly 70% share of manufacturing the key chipsets going into the smartphones from the complete System-on-Chip (SoC) to discrete Application Processors (AP) and cellular modems. Samsung Foundry was the second-largest foundry behind TSMC capturing a 30% share of the global smartphone chipsets.

Source: Counterpoint’s Foundry and AP/SoC service

Note: Total shipments include the AP/SoC and discrete baseband

Commenting on the foundry landscape for smartphone segment, Senior Research Analyst, Parv Sharma, said, “Foundries are extremely high CAPEX, cutting-edge technology businesses which have led to a duopoly for manufacturing advanced chipsets for smartphones. TSMC and Samsung Foundry together control the entire smartphone chipset market and TSMC is more than double Samsung in terms of manufacturing scale and market share. TSMC CAPEX spending is much higher than the competitors. It will invest $100 billion between 2021-2023 in 5/4nm and 3nm chip fabrication facilities, WFE, 3D packaging, and ramp up for 5/4nm and 28nm to meet the growing demand. Thus enabling TSMC to capture a large share in the advanced nodes.

TSMC based smartphone chipsets declined 9% annually in Q1 2022. Due to Qualcomm choosing Samsung Foundry for manufacturing X60 baseband and annual decline in the MediaTek smartphone chipset shipments. However, Qualcomm dual sourcing strategy will add more volumes towards TSMC in 2022. Also the ramp-up of the 4nm flagships from Qualcomm, Apple and MediaTek will enable TSMC to further gain share in smartphone chipsets in 2022.

Of the total smartphone chipsets on advanced nodes (4nm, 5nm, 6nm and 7nm), TSMC captured 65%. TSMC entered mass production for its leading 4nm process node with MediaTek’s Dimensity 9000 SoC in Q1 2022. TSMC’s 4nm node-based smartphone chipset shipments are expected to grow further thanks to Qualcomm’s dual sourcing strategy for its future 4nm based Snapdragon 8+ Gen 1 SoC.”

Source: Counterpoint’s Foundry and AP/SoC service

Commenting on Samsung Foundry’s performance, Senior Analyst Jene Park, said, “Samsung Foundry captured around 30% share of the global smartphone chipset shipments thanks to Qualcomm and Samsung Semiconductor’s internal Exynos chipset division. Despite relatively lower yield rates for the leading 4nm process node, Samsung Foundry led the leading nodes (4nm & 5nm) smartphone chipset shipments with a healthy 60% share followed by TSMC which captured a 40% share in Q1 2022. The 4nm shipments at Samsung Foundry were driven by Qualcomm Snapdragon 8 Gen 1 which has gained more than 75% share in the Samsung Galaxy S22 series in just one quarter. Samsung Foundry also benefitted from refreshed mid-tier 5nm based 5G chipset Exynos 1280 for its higher volume Galaxy A53 and A33 smartphones.

However, the uncertain global macroeconomic climate, potential inventory corrections and dual-sourcing from Qualcomm could put pressure on Samsung Foundry’s market share overall as well as leading nodes.”

Full report

Global Smartphone AP-SOC Revenue & Forecast Tracker by Model – Q1 2022

here.

Contacts:

Parv Sharma

Jene Park

Dale Gai

Follow Counterpoint Research
press(at)counterpointresearch.com

Infographic: Q1-2022 | Global Smartphone AP Market Share

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.

Use the button below to download the high resolution PDF of the infographic:

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