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
