Overview:
The report is an analysis of the Bill of Materials covering the components that constitute the XREAL air2. This will help in understanding the cost structure and components.
Coverage:
- Key components specifications.
- Function-level costs.
- Components suppliers.
- Profit margin analysis.
Published date: April 2024
Overview: This report tracks the smartphone AP/SoC Shipment forecast for full-year 2024E. We cover historical data starting from Q1 2022 to Q4 2023. 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 2024E. This report will help you to understand the smartphone chipset shipment market trends in 2024.
Table of Contents:
- Global Smartphone AP/SoC Shipment Full Year forecast by Chipset vendors 2024E
Summary:
- After two years of significant declines, the smartphone semiconductor market is likely to turn the corner, with 2024 smartphone AP-SoC shipments rebounding 9% YoY.
- Recovery in the low and mid-market and continued momentum in the premium segment will drive volume in 2024.
- 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.
Published Date: April 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 Q4 2023. This report will help you understand the AP/SoC market from a shipment perspective.
Table of Contents:
- Smartphone Chipset Competition: Q4 2023 Update
- Smartphone Chipset By Price Band Analysis
- Smartphone Chipset Forecast
- Inventory Analysis
- Highlights- Q4 2023
Published Date: March 2024
Overview: This report tracks the smartphone AP/SoC Shipment long-term forecast from 2024E-2027E. We also cover historical data starting from 2020 to 2023. This report includes long-term chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by Process node (2nm,3nm,5/4nm, 6nm, 8nm, etc.). This report will help you to understand the smartphone chipset shipment market trends and process node migration in the long term.
Table of Contents:
- Global Smartphone AP/SoC Shipment Long-Term Forecast by Chipset Vendors- 2020-2027E
- Global Smartphone AP/SoC Shipment Long-Term Forecast by Nodes- 2020-2027E
Summary:
- 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
- LTE chipset will remain in 11/12/14nm. But some high-end LTE are migrating to 6/7nm
- Apple remains the major customer on a 3nm-based chipset from 2H 2023. However, 3nm wafer demand will ramp up from 2024.
- Production of 2nm chipsets has been delayed by TSMC and will now commence in late 2026.
Published Date: March 2024
Overview:
This report tracks the smartphone AP/SoC Shipments by process nodes. We cover historical data starting from Q1 2023 to Q4 2023. This report also include full year chipset shipment forecast by nodes and by quarters for 2024E. This report will help you to understand the smartphone chipset shipment from the nodes perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Chipset Vendors (like Qualcomm, MediaTek, Apple, etc.)
- Process node (3nm, 5/4nm, 6nm, 8nm, etc.)
Summary:
- 5/4nm is going to be another long-term node.
- In LTE we are seeing migration from 8nm and above nodes to 6/7nm process nodes.
- In entry-level LTE 28/11/12 nm, will continue to be the preferred nodes.
- Apple remains the major customer on a 3nm-based chipset from 2H 2023. However, 3nm wafer demand will ramp up from 2024.
Published Date: March 2024
Overview:
This report tracks the smartphone AP/SoC Shipments by top 20 selling chipset models. We also cover historical data starting from Q1 2019 to Q4 2023. This report will help you to understand the Top selling AP/SoC models from the shipment perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- 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
- ASP
- Die Size
Table of Contents:
- Global Smartphone AP/SoC Shipment by 20 Top selling Chipset Models Q1 2019-Q4 2023
- Global Smartphone AP/SoC Shipment by Chipset Brands Q1 2019-Q4 2023
Summary:
Apple: Apple shipments grew in Q4 2023 due to the launch of iPhone 15 and iPhone 15 pro series.
MediaTek: MediaTek had a strong fourth quarter with inventory restocking by smartphone OEMs. Growing demand for 5G and 4G SoCs and the successful ramp up of the company’s third-generation flagship SoC, the Dimensity 9300, contributed to the growth.
Qualcomm: Qualcomm’s shipments increased in Q4 2023 due to restocking by smartphone OEMs and design wins for flagship chipsets Snapdragon 8 Gen 3 and 8 Gen 2 from Chinese smartphone OEMs.
Samsung: Samsung shipments slightly increased in Q4 2023 due to 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 has increased in Q4 2023. We are expecting UNISOC to gain traction in the entry level 5G in 2H 2024 after recent management changes and a greater focus on the 5G market.
Published Date: March 2024
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 Q4 2023. We have also included a one-quarter forecast for Q1E 2024. 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 – Q1 2024E
- MediaTek AP/SoC Shipments by Model Q1 2020 – Q1 2024E
- Qualcomm AP/SoC Shipments by Model Q1 2020 – Q1 2024E
- Huawei AP/SoC Shipments by Model Q1 2020 – Q1 2024E
- Samsung AP/SoC Shipments by Model Q1 2020 – Q1 2024E
- UNISOC AP/SoC Shipments by Model Q1 2020 – Q1 2024E
- Google AP/SoC Shipments by Model Q1 2020 – Q1 2024E
- JLQ AP/SoC Shipments by Model Q1 2020 – Q1 2024E
Summary:
Apple: Apple shipments grew in Q4 2023 due to the launch of iPhone 15 and iPhone 15 pro series.
MediaTek: MediaTek had a strong fourth quarter with inventory restocking by smartphone OEMs. Growing demand for 5G and 4G SoCs and the successful ramp-up of the company’s third-generation flagship SoC, the Dimensity 9300, contributed to the growth.
Qualcomm: Qualcomm’s shipments increased in Q4 2023 due to restocking by smartphone OEMs and design wins for flagship chipsets Snapdragon 8 Gen 3 and 8 Gen 2 from Chinese smartphone OEMs.
Samsung: Samsung shipments slightly increased in Q4 2023 due to the launch of Exynos 2400 with Samsung Galaxy S24. The launch of the 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 have increased in Q4 2023. We are expecting UNISOC to gain traction in the entry-level 5G in 2H 2024 after recent management changes and a greater focus on the 5G market.
Published Date: March 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 Q4 2023. We have also included a one-quarter forecast for Q1E 2024. 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 – Q1 2024E
- MediaTek AP/SoC Revenue by Model Q1 2020 – Q1 2024E
- Qualcomm AP/SoC Revenue by Model Q1 2020 – Q1 2024E
- Huawei AP/SoC Revenue by Model Q1 2020 – Q1 2024E
- Samsung AP/SoC Revenue by Model Q1 2020 – Q1 2024E
- UNISOC AP/SoC Revenue by Model Q1 2020 – Q1 2024E
- Google AP/SoC Revenue by Model Q1 2020 – Q1 2024E
- JLQ AP/SoC Revenue by Model Q1 2020 – Q1 2024E
Summary:
Qualcomm: Qualcomm is the second largest contributor to the global smartphone AP/SoC and baseband revenues. Qualcomm’s revenue has increased in Q4 2023 due to restocking by smartphone OEMs and design wins for flagship chipsets Snapdragon 8 Gen 3 and 8 Gen 2 from Chinese smartphone OEMs.
MediaTek: MediaTek captured the third position of the total global smartphone AP/SoC and baseband revenues. The AP/SoC and baseband revenues for MediaTek increased QoQ in Q4 2023 due to inventory restocking by smartphone OEMs. Also, growing demand for 5G and 4G SoCs and the successful ramp-up of the company’s third-generation flagship SoC, the Dimensity 9300, contributed to the growth.
Apple: Apple dominated the global AP/SoC revenue market in Q4 2023 due to the launch of the 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 have also increased QoQ in Q4 2023 due to the launch of Exynos 2400 with Samsung Galaxy S24. The launch of the Samsung Galaxy M14 series with Exynos 1330 and Samsung Galaxy A54 series with Exynos 1380 has also added volumes to the overall Samsung chipset segments.
Published Date: March 2024
Overview:
This report tracks smartphone AP/SoC sales by all chipset vendors and by top smartphone OEMs (Samsung, Oppo, VIVO, Xiaomi, Honor, Lenovo, Transsion and Huawei). We cover historical data starting from Q1 2019 to Q4 2023. This report will help you to analyze smartphone sales by the network (5G and LTE) and by top smartphone OEMs.
Table of Contents:
- Qualcomm AP/SoC Sales by Top Smartphone OEMs Q1 2019-Q4 2023
- MediaTek AP/SoC Sales by Top Smartphone OEMs Q1 2019-Q4 2023
- Samsung AP/SoC Sales by Top Smartphone OEMs Q1 2019-Q4 2023
- UNISOC AP/SoC Sales by Top Smartphone OEMs Q1 2019-Q4 2023
- Google AP/SoC Sales by Top Smartphone OEMs Q1 2019-Q4 2023
- Huawei AP/SoC Sales by Top Smartphone OEMs Q1 2019-Q4 2023
Published Date: March 2024