Global Smartphone Application Processor (AP) Market Share: By Quarter

Global Smartphone AP (Application Processor) Shipments Market Share: Q1 2022 to Q2 2023

Published Date: September 7, 2023

A repository of quarterly data for the global smartphone AP market based on smartphone AP/SoC shipment numbers.

This data is based on the smartphone AP/SoC shipments

Note: Totals may not add up due to rounding

Global Smartphone Chipset Market Share (Q1 2022 – Q2 2023)
Brands	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023
Mediatek	36%	36%	35%	33%	33%	30%
Qualcomm	34%	32%	32%	19%	27%	29%
Apple	14%	13%	16%	28%	26%	19%
UNISOC	11%	11%	9%	11%	8%	15%
Samsung	5%	8%	8%	8%	4%	7%
HiSilicon (Huawei)	1%	0%	0%	0%	0%	0%
Others	0%	0%	1%	1%	1%	1%

Source: Global Smartphone AP-SoC Shipments & Forecast Tracker by Model – Q2 2023

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Highlights:

Apple’s sales declined in Q2 2023 due to seasonality. Its Pro series did better.

MediaTek’s shipments increased slightly in Q2 2023 with reduced inventory levels and growing competition in the entry-level 5G smartphone market. New smartphone launches in the low-to-mid-end segments increased the shipments of Dimensity 6000 and Dimensity 7000 series. The Dimensity 9200 Plus was added to the premium tier.

Qualcomm’s shipments increased in Q2 2023 due to the Snapdragon 8 Gen 2’s adoption in Samsung’s flagship smartphones and by Chinese OEMs. The launch of Samsung’s Flip and Fold series also contributed to this growth. Qualcomm refreshed the Snapdragon 7 Gen 1, Snapdragon 6 Gen 1 and Snapdragon 4 Gen 1 series to gain some share back. However, the premium segment’s growth remained in focus.

Samsung’s shipments increased in Q2 2023. The Exynos 1330 and 1380’s launch added volumes to the low and mid-high segments.

UNISOC’s shipments grew in Q2 2023 after a weak Q1. It gained some share in the $100-$150 LTE segment. In H2 2023, as entry-level 5G smartphones pick up in regions like LATAM, SEA, MEA and Europe, UNISOC will gain some share.

For a more detailed smartphone AP-SoC shipments & forecast tracker, click below:

Global Smartphone AP-SOC Shipment & Forecast Tracker by Model – Q2 2023

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 Q2 2023. We have also included a one-quarter forecast for Q3E 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

For detailed insights on the data, please reach out to us at sales(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.

Related Posts:

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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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:

Android Smartphone SoC Market: MediaTek Leads in Low-Mid Tiers, Qualcomm in Upper

The global Android smartphone AP (Application Processor)/SoC (System on Chip) sales grew 3.6% YoY in 2021, according to the latest research from Counterpoint’s Global Handset Model Sales Tracker. MediaTek led the Android smartphone SoC market in 2021 with a 46% share, followed by Qualcomm with 35%. Most of the market share growth for MediaTek in 2021 came from the low-mid tier wholesale price segment (sub-$299), driven by strong demand for the Dimensity 700/800 series chipsets.

Qualcomm struggled with a tight supply throughout the year for its mid-tier solutions. The shift in focus away from 4G SoCs also didn’t help. However, in the high value $300+ segment, Qualcomm continued to dominate with its Snapdragon 7 and 8 series. The number of design wins for Qualcomm in the $399+ Android smartphones continued to climb not only for chipsets (AP/SoC) but also for RFFE (RF Front End) components, allowing it to capture a higher BoM (Bill of Materials) share and boost both its top and bottom lines.

AP Chipset Share for Android Smartphones by Price Band (%) in 2021

Qualcomm

With a supply crunch since the previous year, Qualcomm prioritized focus on ramping up supply for its 7 and 8 series Snapdragon chipsets, driving higher revenue and profitability.
Qualcomm is also in a very unique position to further make inroads into the premium Android smartphone market by supplying a leading-edge RFFE portfolio and other components such as ultrasonic fingerprint sensor and quick charge.
Qualcomm continued its domination of the mid-high ($300-$499) smartphone segment in 2021 with a 65% share, up from 53% in 2020. The Snapdragon 870, 720G, 750G and 778G were the key volume-driver chipsets for Qualcomm in this segment.
Qualcomm’s share in smartphones priced above $500 increased from 41% in 2020 to 55% in 2021 owing to the launch of flagships Snapdragon 888 and 8Gen 1.
The Snapdragon 8 series sets an industry benchmark when it comes to delivering premium flagship-grade smartphone experiences. It is the default choice for any smartphone OEM’s flagship series.
Qualcomm is generations ahead of its competition when it comes to premium experiences in a chipset, whether it is compute (CPU, DSP, GPU), AI (NPU), connectivity (4G, 5G sub-6GHz, 5G mmWave, Wi-Fi6/6E), security, or gaming capabilities. Besides, the highly optimized RFFE components are key to delivering advanced connectivity experiences, making it a system-level opportunity for Qualcomm.
Moving forward, dual sourcing of premium solutions from foundry will be the key to alleviating +any concerns over chipset shortages.

MediaTek

MediaTek’s growth came from smartphones priced less than $299 (wholesale price). MediaTek’s growth was driven by both LTE and 5G SoCs across this price band.
The volume in the ≤$99 price band was driven by LTE smartphones, where MediaTek captured a 62% share. LTE SoCs were most affected by the shortages in 2021, both for MediaTek and Qualcomm.
In Android smartphones in the $100-$299 price band, MediaTek dominated the market with a 52% share. This is where the Dimensity 700 and 800 drove the mass-market adoption of 5G smartphones in markets such as China, India and parts of the US and Europe. This allowed brands such as realme, Xiaomi, OPPO and vivo to launch 5G phones at price points below the $200 retail price.
The Dimensity 1100/1200 helped MediaTek increase share in the $300-$499 price band, where it captured a 24% volume share in 2021, compared to 6% in 2020.
Further, with the launch of the Dimensity 8100/8000, it is looking to strengthen its position in the $300-$499 price band. These chipsets support the R16 baseband with power efficiency and performance improvements. With the Dimensity 9000, MediaTek is looking to enter the premium segment ($500+) in 2022. Almost all Chinese smartphone OEMs, like OPPO, vivo, Xiaomi and HONOR, will launch phones with this chipset. According to our chipset tracker forecast, MediaTek is likely to capture around 10% of the premium smartphone segment.

Samsung

Samsung SOCs witnessed a decline in all smartphone price segments in 2021 compared to the previous year.
Drastic changes were seen in the low-mid segment ($100-$299), where its share decreased from 17% to 7%, and in the mid-high segment, where its share decreased from 13% in 2020 to 6% in 2021, as Samsung Mobile outsourced many of its models (A, F and M series) to ODMs which integrated mostly Qualcomm, MediaTek or Unisoc solutions in different models depending on target price bands. The lack of refreshes in the Exynos series SoCs for the mid-to-high tiers was a trigger for the ODM move. The absence of the Note series and Qualcomm’s design wins across the popular Samsung foldables led to further decline of the Exynos chipsets.
With the Galaxy S22 series, Qualcomm has a greater proportion of design wins across markets than before, thanks to its industry-leading offerings and also the low yields of the new premium Exynos chipsets.

UNISOC

UNISOC showed exciting growth in 2021 in smartphones priced less than $200. In 2020, UNISOC chipsets only catered to phones priced under $100. In 2021, realme, HONOR, Motorola and Samsung launched phones with the Tiger series SoC. UNISOC has expanded its customer base with design wins at ZTE and TECNO, and entry into the Samsung Galaxy A series.
UNISOC captured a 26% share in the ≤$99 band in 2021, followed by a 4% share in the $100-$199 price band.
For 2022, we expect UNISOC to maintain the momentum with its portfolio catering to LTE smartphones as MediaTek struggles with supply issues for 4G chipsets and Qualcomm focuses just on 5G solutions. Also, a few design wins with 5G chipsets will add to the overall volumes.

HiSilicon

HiSilicon’s SoCs had a 16% share in phones costing $500 and above in 2021, which was a decline from the 30% share in the previous year, due to the US trade ban. It is running on the inventory it added before the ban.
For 2022, we expect its volumes to drop as the inventory gets depleted. Huawei has already started using Qualcomm SoCs in its new launches, but they are limited to 4G.

Infographic: Q4 2021 | Semiconductors

Semiconductor Top 7 by revenues, Q4 2021:

Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase. In addition, we saw 27% YoY revenue growth among the top 15 vendors, outperforming global semiconductor revenue growth and implying another year of centralized semiconductor industry.

Foundry Industry Share by revenues, Q4 2021

TSMC reported stronger than expected Q4 2021 revenue driven by major smartphone (Apple) and HPC (AMD) clients and secured 56% of global foundry market share. SMIC also delivered higher sales growth from increasing wafer price and local client demand. In 2021, worldwide foundry revenue reached USD100 billion milestone with 27% year-over-year growth from 2020.

Smartphone AP Market Share by shipments, Q4 2021

MediaTek led the smartphone SoC market with a share of 33%. Its smartphone SoC volumes declined this quarter due to the high shipments in the first half and inventory corrections from Chinese smartphone OEMs. Qualcomm recorded a very strong quarter, growing 18% QoQ and 33% YoY. Qualcomm was able to prioritize high-end Snapdragon sales, which come with higher profitability and less impact from shortages than mid-end and low-end mobile handsets.

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Qualcomm Gains Share in Smartphone AP/SoC Shipments in Q4 2021; MediaTek Continues to Lead

Qualcomm’s share reached 30% driven by the premium tier.
UNISOC had a strong Q4 with its share reaching 11%.
Qualcomm led the 5G baseband market with a 76% share.

Seoul, Taipei, Beijing, New Delhi, London, Boston, Toronto, Hong Kong – February 24, 2022

The global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipments grew 5% YoY in Q4 2021, according to the latest research from Counterpoint’s Foundry and AP/SoC service. 5G smartphone SoC shipments were almost half of the total SoC shipments.

Research Director Dale Gai said, “MediaTek led the smartphone SoC market with a share of 33%. Its smartphone SoC volumes declined this quarter due to the high shipments in the first half and inventory corrections from Chinese smartphone OEMs. Many customers had built chipset inventories to manage uncertainties in the supply situation.”

On the growth outlook, Gai added, “We expect revenues to grow in Q1 2022 driven by the flagship chipset (Dimensity 9000) for smartphones. Higher 5G penetration will offset the lower seasonal demand. The increase in chipset prices after TSMC’s wafer price hike is reflected from Q4 2021 onwards. 5G migration in regions like APAC, MEA and LATAM and continued LTE demand will help MediaTek have a strong 2022.”

Global Smartphone AP/SoC Shipment Market Share (%), Q4 2020 vs Q4 2021

Source: Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, February 2022

Commenting on Qualcomm’s performance, Senior Analyst Parv Sharma said, “Qualcomm recorded a very strong quarter, growing 18% QoQ and 33% YoY despite component shortages and foundry capacity not being able to keep up with demand. Qualcomm was able to prioritize high-end Snapdragon sales, which come with higher profitability and less impact from shortages than mid-end and low-end mobile handsets. The company was also able to increase supplies from its major foundry partners by dual-sourcing key products. It captured a 76% share in the 5G baseband shipments driven by Apple’s iPhone 13 and 12 series and premium Android portfolio.”

Commenting on the growth opportunities, Sharma added, “Qualcomm’s Snapdragon 8 Gen 1 flagship mobile platform will start shipping from Q1 2022. The performance in Q1 2022 will be driven by design wins in the Samsung Galaxy S22 series and launches in the Chinese New Year. Overall, the next inflexion in growth will be in H2 2022 with the launch of 5G handsets by major OEMs. The share of revenues from Android is also growing as more OEMs are adopting Qualcomm’s modem-to-antenna RFFE solution across tiers.”

Global 5G Smartphone Baseband Shipment Market Share (%), Q4 2020 vs Q4 2021

Source: Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, February 2022

Summary:

MediaTek led the smartphone SoC market in Q4 2021 with a 33% share. Shipments declined due to inventory correction as many customers had built inventories due to supply chain constraints.

Qualcomm grew 18% sequentially due to the premium segment and dual-sourcing from foundries. It dominated the 5G baseband modem shipments with a 76% share, driven by basebands for Apple and premium Android.

Apple maintained its third position in the smartphone SoC market in Q4 2021 with a 21% share. The iPhone 13 launch and festive season drove the shipments.

UNISOC continued with shipment growth this year and reached an 11% share in Q4 2021. On an annual basis, its SoC shipments more than doubled in 2021. It has expanded its customer base, securing design wins with HONOR, realme, Motorola, ZTE, Transsion and Samsung.

Samsung Exynos slipped to the fifth position with a 4% share as Samsung is in the middle of rejigging its smartphone portfolio strategy of in-sourcing as well as outsourcing to Chinese ODMs. As a result, the share of MediaTek and Qualcomm has been growing across Samsung’s smartphone portfolio, from the mid-range 4G and 5G models manufactured by ODMs to the flagship ones.

HiSilicon was unable to manufacture Kirin chipsets due to the US trade ban against Huawei. The accumulated inventory of Kirin SoCs is on the verge of being exhausted. As a result, Huawei is launching its latest series with Qualcomm SoCs but is limited to 4G capabilities.

For our comprehensive research on foundries to chipsets to devices, feel free to get in touch with us at the contacts given below.

Background:

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts:

Dale Gai

Parv Sharma

Follow us on LinkedIn and Twitter

press(at)counterpointresearch.com

MediaTek Leads Smartphone SoC Shipments in Q3 2021; UNISOC Reaches Double-digit Share

Qualcomm grew 9% QoQ due to dual sourcing from foundries.
UNISOC market share entered double digits at 10%.
Qualcomm led the 5G baseband market with a 62% share.

Seoul, Taipei, Beijing, New Delhi, London, Boston, Toronto, Hong Kong – December 15, 2021

Global smartphone AP (Application Processor)/SoC (System on Chip) shipments grew 6% YoY in Q3 2021, according to the latest research from Counterpoint’s Foundry and AP/SoC Service. 5G smartphone SoC shipments grew almost two times compared to the same period last year.

Research Director Dale Gai said, “MediaTek led the smartphone SoC market with a 40% share, driven by a competitive 5G SoC and high demand for the 4G SoC. MediaTek’s revenues grew sequentially as the mix of the mid-end and high-end SoC portfolios grew. The blended ASP will continue to increase due to the launch of flagship products in Q1 2022 and an increase in chipset prices starting Q4 2021. 4G chipsets continued to be in strong demand due to the ongoing shortages, which have affected 4G SoCs more.”

Global Smartphone AP/SoC Shipments Market Share, Q3 2020 vs Q3 2021

Source: Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, Dec 2021

Commenting on Qualcomm’s performance, Research Analyst Parv Sharma said, “Qualcomm’s smartphone SoC shipments grew both QoQ and YoY in Q3 2021. The key to Qualcomm’s revenue growth was its ability to dual-source manufacturing of key components, namely the Snapdragon 800 series SoCs and its premium 5G modem. Qualcomm led the 5G baseband market with a 62% share. It gained from the 5G baseband modem chipset win in the Apple iPhone 13 series and demand for its complete 5G SoC chipsets, from the flagship 8 series to affordable 4 series. MediaTek also saw strong momentum from the Dimensity 700 and 800 series in the low-mid segment.”

Global 5G Smartphone Baseband Shipments Market Share, Q3 2020 vs Q3 2021

Source: Counterpoint Research Quarterly AP/SoC/Baseband Shipments Tracker, Dec 2021

Market Summary:

MediaTek dominated the smartphone SoC market in Q3 2021 with a 40% share. It gained share in the low-mid segment 5G portfolio. LTE SoCs further helped it to strengthen its market position.

Qualcomm grew 9% sequentially due to dual sourcing from foundries. It dominated the 5G baseband modem shipments with a 62% share. The refreshed portfolio in the Snapdragon 7, 6 and 4 series will further help it gain share in Q4 2021.

Apple maintained its third position in the smartphone SoC market in Q3 2021 with a 15% share. With the launch of the iPhone 13 and festive season, its share will grow further in Q4 2021. However, component shortages will affect its festive season sales.

UNISOC shipment growth continued for the third consecutive quarter in Q3 2021. Its market share entered double digits during the quarter at 10%. The company has succeeded in expanding its customer base, securing a series of design wins with major OEMs like HONOR, realme, Motorola, ZTE and Transsion. Further, it also had a design win in Samsung’s Galaxy A series.

Samsung Exynos slipped to the fifth position with a 5% share as it is in the middle of rejigging its smartphone portfolio strategy of in-sourcing as well as outsourcing to Chinese ODMs. Therefore, the share of MediaTek and Qualcomm has been growing across Samsung’s smartphone portfolio, from the mid-range 4G and 5G models manufactured by ODMs to the flagship ones.

HiSilicon remained affected by the US trade ban. Huawei was unable to manufacture the HiSilicon Kirin chipsets. The accumulated inventory of Kirin SoCs is on the verge of being exhausted. As a result, Huawei is launching its latest series with Qualcomm SoCs but limited to 4G capabilities.

For our comprehensive research on foundry to chipsets to devices, get in touch with us at the contacts given below.

Background:

Analyst Contacts:

Dale Gai

Parv Sharma

Follow Counterpoint Research
press(at)counterpointresearch.com

Infographic: Q3 2021 | Semiconductors

Semiconductor Top 7 by revenues, Q3 2021:

Intel and Broadcom are two companies reported QoQ revenue decline in top 7
SK Hynix and Micron reported over 30% YoY in Q3 2021 (SK Hynix 48%, Micron 36%)

Foundry Industry Share by revenues, Q3 2021

TSMC maintains its market share leadership with strong sales growth in Q3 2021 driven by HPC and smartphone clients. Samsung also delivers strong Q3 from major clients. UMC is benefited from wafer price increases.

Smartphone AP Market Share by shipments, Q3 2021

MediaTek maintained its market leadership in units during Q3 2021. Qualcomm, on the other hand, improved slightly on its shipment with better component supply. The major market share shifts during the quarter, were from UniSOC’s strong penetration of 4G SoC market, and Samsung’s further decline of shares suffering from IC shortage in its own brand and more outsourcing orders of 4G SoC.

Use the button below to download the PDF version of the infographic:

Global Cellular IoT Module Shipments Grow 70% YoY in Q3 2021; 5G Module Shipments up 700% YoY

Quectel and Qualcomm led the global cellular IoT module and chipset markets respectively in Q3 2021.
NB-IoT contributed to more than one-third of the cellular IoT module market.
Smart meter, POS, enterprise, industrial and router/CPE were the top five applications in this quarter.

San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – December 9, 2021

Global cellular IoT module shipments grew 70% YoY in Q3 2021, according to the latest research from Counterpoint’s Global Cellular IoT Module, Chipset and Application Tracker. In terms of overall revenue, the market crossed the $1.5-billion mark during the quarter. China continued to dominate in terms of volume, followed by North America and Europe. 5G was the fastest growing technology (+700% YoY) due to a lower base.

Commenting on the market dynamics, Research Analyst Soumen Mandal said, “Chinese module players performed well during this quarter while some international players struggled. Quectel, Fibocom and China Mobile were the top three cellular IoT module players in China in terms of shipments. For the rest of the world, Quectel, Telit and Thales were the top three cellular IoT module players.

Quectel’s cellular IoT module shipments grew nearly 80% YoY in Q3 2021. NB-IoT and 4G Cat 1 modules were major drivers for this immense growth. In this quarter, Quectel won some bids for 5G, including for 5G C-V2X with Great Wall Motor, high-speed rail applications with China Mobile, industrial applications with China’s industry and information technology ministry, 5G module with China Mobile and a customized project with China Unicom. We expect 5G module shipments to gain traction from early next year.

Fibocom maintained its second position in the global cellular IoT module market. The strong demand for NB-IoT modules helped Fibocom’s module shipments grow 84% YoY. Fibocom is also focussing more on 4G Cat 1 and Cat 1 bis modules. We expect to witness more competition in Cat 1 bis space next year.

China Mobile entered the top three module player rankings during this quarter. Its total shipments tripled annually in Q3 2021. The Chinese market is witnessing a lot of traction for NB-IoT and 4G Cat 1 modules as 2G or 3G modules are being replaced in most cases.

All the top five module players in Q3 2021 were from China. MeiG Smart is another Chinese player witnessing continuous growth. Automotive-grade NAD IoT module players Rolling Wireless and LG raced into the top 10 module players rankings as demand for connected cars continued to rise.”

Global Cellular IoT Module Shipment Share by Module Vendor, Q3 2021

Source: Counterpoint Global Cellular IoT Module, Chipset and Application Tracker, Q3 2021

Smart meter, POS and retail were the top three fastest-growing applications. The ongoing chip shortage had a negative impact on the automotive segment. Chipset dynamics are also changing depending on applications and technologies.

Global Cellular IoT Chipset Shipment Share by Chipset Vendor, Q3 2021

Source: Counterpoint Regional Cellular IoT Module, Chipset and Application Tracker, Q3 2021

Commenting on the cellular IoT chipset supplier landscape, Vice-president Research Neil Shah said, “Qualcomm is leading in the global cellular IoT chipset market with more than one-third share. However, the company lost nearly 4% market share compared to the previous quarter. Still, Qualcomm is the leading chipset provider across 4G Cat 4, 4G Cat Others, 5G, LPWA Dual Mode, LTE-M and 3G technologies.

UNISOC, the second-largest cellular IoT chipset player, surpassed Qualcomm to lead in the 4G Cat 1 market. Cat 1 bis has been gaining traction, boosting UNISOC’s market share. UNISOC was leading across the 4G Cat 1, NB-IoT and 2G technologies in Q3 2021, thanks to volume growth in China and declining share of Huawei HiSilicon, which though still remained the third-largest chipset supplier.”

The overall cellular IoT module ASP decreased by 3% sequentially thanks to the shift towards the cheaper NB-IoT and 4G Cat-1 modules during this quarter. However, 4G Cat 4+ and 5G IoT modules’ ASP rose due to tight supplies. This had minimal impact on total shipments, but if the supply situation doesn’t improve, it could slow down 5G adoption.

For detailed research, refer to the following reports available for subscribing clients and also for individual subscription:

Counterpoint tracks and forecasts on a quarterly basis 80+ IoT module vendors’ shipments, revenues and ASP performance across 12+ chipset players, 18+ IoT applications and 10 major geographies.

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Insights Tag: HiSilicon

Global Smartphone Application Processor (AP) Market Share: By Quarter

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