Service: Chipsets

Overview: This tracker is part of Counterpoint’s PC research and focuses on developments in the Arm PC market. It provides quarterly statistics on Arm PC suppliers in terms of revenue, shipments and ASP. The data in this report covers from Q1 2020 to Q4 2023.

Table of Contents:

• Arm Laptop Shipments by Vendor
• Arm Laptop Revenue by Vendor
• Arm Laptop ASP by Vendor
• Arm Laptop Shipments by Chipset Contacts

Published date: March 2024

Overview:

This report tracks smartphone AP/SoC shipments from all key vendors such as Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC, and JLQ. The report covers smartphone AP/SoC shipment view by region, smartphone OEMs, price bands, inventory, and ASPs. It also includes the full-year forecast for 2023 and key highlights of the smartphone chipset industry in Q3 2023. This report will help you understand the AP/SoC market from a shipment perspective.

 Table of Contents:  

• • Smartphone Chipset Competition: December 2023 Update
  • Smartphone Chipset By Price Band Analysis
  • Smartphone Chipset Forecast
  • Inventory Analysis
  • Highlights- Q3 2023

Number of Pages: 27

Published Date: December 2024

Overview:

This report tracks the smartphone AP/SoC and baseband revenues by Model for all the vendors. The scope of this report is to track the AP/SoC revenues from all the key vendors like Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC. This report also includes the ASPs of all the vendors by chipset model. We have covered all the main models starting from Q1 2020 to Q3 2023. We have also included a one-quarter forecast for Q4E 2023. This report will help you to understand the AP/SoC Market from the revenue perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:

• Network (4G/5G AP/SoC)
• Foundry Details (like TSMC, Samsung. etc.)
• Process node (5nm, 6nm, 8nm, etc.)
• Manufacturing Process (FinFET, N7, N5, etc.)
• CPU Cores Architecture and CPU Cores Count
• Modem (External/Internal)
• Modem Name
• Secure Element Presence
• Security Chip
• AI Accelerator
• ASPs by Model for (Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC)
• Shipments by Model for (Apple, Qualcomm, MediaTek, Huawei, Samsung, and UNISOC)

Table of Contents:  

• Global Smartphone AP/SoC Revenue by model PivotTable
• Apple AP/SoC Revenue by Model Q1 2020 – Q4 2023E
• MediaTek AP/SoC Revenue by Model Q1 2020 – Q4 2023E
• Qualcomm AP/SoC Revenue by Model Q1 2020 – Q4 2023E
• Huawei AP/SoC Revenue by Model Q1 2020 – Q4 2023E
• Samsung AP/SoC Revenue by Model Q1 2020 – Q4 2023E
• UNISOC AP/SoC Revenue by Model Q1 2020 – Q4 2023E
• Google AP/SoC Revenue by Model Q1 2020 – Q4 2023E
• JLQ AP/SoC Revenue by Model Q1 2020 – Q4 2023E

Summary:

Qualcomm: Qualcomm has dominated the smartphone AP/SoC and baseband market in terms of revenues in Q3 2023.

MediaTek: MediaTek captured third position of the total global smartphone AP/SoC and baseband revenues. The AP/SoC and baseband revenues for MediaTek increased QoQ in Q3 2023 as the inventory levels came down and the competition is growing in the entry-level 5G.

Apple: Apple AP/SoC revenue share increased QoQ in Q3 2023 due the launch of iPhone 15 and iPhone 15 pro series.

UNISOC: A larger part of the revenues is driven by the 4G AP/SoCs which have grown significantly over the past years. UNISOC continues to gain share in the low bands (<$99) driven by the LTE portfolio.

Samsung Exynos: Samsung revenues has increased QoQ in Q3 2023 due to the launch of Samsung Galaxy M14 series with Exynos 1330 and Samsung Galaxy A54 series with Exynos 1380.

Published Date: December 2023

Overview:

This report tracks the smartphone AP/SoC Shipments by Model for all the vendors. The scope of this report is from the AP/SoC shipments from all the key vendors like Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC and JLQ. We have covered all the main models starting from Q1 2020 to Q3 2023. We have also included a one-quarter forecast for Q4E 2023. This report will help you to understand the AP/SoC Market from the shipment perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:

• Network (4G/5G AP/SoC)
• Foundry Details (like TSMC, Samsung. etc.)
• Process node (5nm, 6nm, 8nm, etc.)
• Manufacturing Process (FinFET, N7, N5, etc.)
• CPU Cores Architecture and CPU Cores Count
• Modem (External/Internal)
• Modem Name
• Secure Element Presence
• Security Chip
• AI Accelerator

Table of Contents:

• Global Smartphone AP/SoC Shipment by model PivotTable
• Apple AP/SoC Shipments by Model Q1 2020 – Q4 2023E
• MediaTek AP/SoC Shipments by Model Q1 2020 – Q4 2023E
• Qualcomm AP/SoC Shipments by Model Q1 2020 – Q4 2023E
• Huawei AP/SoC Shipments by Model Q1 2020 – Q4 2023E
• Samsung AP/SoC Shipments by Model Q1 2020 – Q4 2023E
• UNISOC AP/SoC Shipments by Model Q1 2020 – Q4 2023E
• Google AP/SoC Shipments by Model Q1 2020 – Q4 2023E
• JLQ AP/SoC Shipments by Model Q1 2020 – Q4 2023E

Summary:

“The global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipments declined by 8% YoY in Q3 2023 due to inventory correction and weak demand from Chinese OEMs. MediaTek leads the smartphone SoC market with a share of 33%.”

Apple: Apple shipments grew in Q3 2023 due to the launch of iPhone 15 and iPhone 15 pro series.

MediaTek: MediaTek’s shipments increased in Q3 2023 as the inventory levels come down and the competition is growing in the entry-level 5G.

Qualcomm: Qualcomm’s shipments in Q3 2023 grew as the inventory is now coming to normal level. Design win for Snapdragon 8 Gen 2 in the Samsung Galaxy Fold/Flip series has also contributed to the growth in shipments.

Samsung: Samsung’s shipments slightly increased in Q3 2023. The launch of Samsung Galaxy M14 series with Exynos 1330 and Samsung Galaxy A54 series with Exynos 1380 has added volumes to the overall Samsung chipset segments.

UNISOC: UNISOC’s shipments remain flat in Q3 2023. It has gained some share in the $100-$150 LTE portfolio.

Published Date: December 2023