Counterpoint’s report on mobile chips in the third quarter of 2021 – Mediatech on top, UNISOC’s double-digit share
News unit EMGblog.com: Counterpoint Research Collection on Thursday, December 16, 2021 (December 25, 1400) a new report regarding the supply of mobile processors and system on chips (SoCs) in the third quarter of 2021 published. According to Counterpoint, this category has grown by 6% in the third quarter of 2021 and the supply of 5G mobile processors has also doubled compared to the same time last year. MediaTek in general and Qualcomm are at the top of this list among the suppliers of 5G chips. The effects of the global processor shortage crisis are also quite evident in the mobile sector, and especially there is still a very high demand for 4G chips.
Dale Gai (Dale Gai), one of Counterpoint’s research directors, says in relation to the recent report of this collection: “MediaTek thanks [ Competitive supply of 5G chip[s] and high demand for 4G chips lead the smartphone SoC market with a 40% share. MediaTek’s income has grown continuously with the increase in the mix of mid-range and high-end SoC product portfolio” This Counterpoint manager also pointed to the increase in the price of MediaTek’s products and attributed it to the overall price growth apart from the unveiling of new flagship chipsets in the first quarter of 2022. MediaTek chipsets are expected from the fourth quarter of 2021. There is still very strong demand for 4G chipsets due to the ongoing processor shortage crisis, which has a visible impact on the supply and price of such chipsets.
Parv Sharma, another Counterpoint analyst, went to the state of the 5G giant of this market, Qualcomm, and talked about the simultaneous monthly and annual growth of this company. Sharma attributes the growth of Qualcomm’s income to the group’s ability to outsource the manufacturing of its key products to two different factories, and as an example of this, he pointed to the separation of the manufacturers of advanced Snapdragon 800 series processors and advanced 5G modems. According to Counterpoint, Qualcomm is at the top of the 5G chipset manufacturers with a 62% market share, and owes this success above all to the 5G modems in iPhone 13 and high demand for the company’s diverse 5G chipsets, from the flagship Series 8 to the budget Series 4 models. Meanwhile, MediaTek has experienced relatively good growth thanks to the widespread use of Dimensity 700 and 800 series chips.
Mediatek company with a market share of 40% is at the top of the chipset manufacturers. Mobile is placed in the third quarter of 2021. The noticeable growth in the product portfolio of cheap 5G chips on the one hand and the continued offering of 4G LTE chipsets have led to the strengthening of this company. Mediatek not long ago from the fully advanced 4 nm processor Dimensity 9000 has been unveiled, which is going to be used in some flagships of the market soon, and the benchmarks and initial tests show the superiority of this chipset in the processing department compared to its powerful counterpart, Snapdragon 8 Gen 1 by Qualcomm company. MediaTek is in the second place in the 5G chipset sector, but with a huge difference compared to Qualcomm, with a market share of only 28%.
Qualcomm’s share despite the fact that it is less than the total mobile chipset market It has decreased from 28% the previous year to 27%, but by limiting its scope to 5G chips, the conditions are very different and the company’s 32% market share in the previous year has now increased to 62%, and Qualcomm has become the undisputed king. Why has this category changed? According to Counterpoint, Qualcomm’s updated product portfolio in the middle and low range, from Snapdragon 7 and 6 to Series 4, will lead to a higher market share for this company in the fourth quarter of 2021.
Apple with a market share of 15% in the position of the third producer of mobile chipsets in the third quarter of 2021 It is said that compared to the 12% market share of this company at the same time last year, it has increased. This growth of Apple is naturally due to the introduction of iPhone 13 family is related last September, which in the fourth quarter of 2021 also maintains the growing trend of this company, but the issue of lack of chipset will affect the sales of this company, especially in the holiday season.
UNISOC company It was considered an unknown name in the mobile chipset market, now with a market share of 10%, it is considered the fourth largest manufacturer of mobile processors in the third quarter of 2021. The products of this company, which at best do not leave the mid-range to the bottom, are now in the products of various brands from ZTE and Transsion to higher-end models such as Motorola, Honor, Realme and even recently Samsung are also visible. At this time last year, UNISOC had only 4% of the mobile chip supply market, and the extraordinary growth of this company may be related to the continued market demand for 4G LTE phones.
Exynos chipsets of the company Samsung have experienced a noticeable setback in the amount of market supply and not only in In the 5G chipsets sector, the market share of this company decreased from 9% last year to 6%, but including the entire market (both 4G and 5G), with the phenomenon of losing half of Samsung’s market share and reaching it from 10% to only 5%. we meet According to Counterpoint, Samsung is currently in the middle of reorganizing its smartphone strategy, which includes outsourcing the manufacturing of some products to Chinese ODMs. As a result, the share of MediaTek and Qualcomm processors in Samsung phones whose production is assigned to Chinese manufacturers has increased, and fewer Exynos processors are seen in Samsung phones. Some sources have linked the cause of this issue to lower production costs. Huawei and its processor manufacturing arm i.e. HiSilicon is also evident in Counterpoint’s statistics and this company, which last year had 13% of the total mobile chip market, is now only 2% of this market is enough and its name is not seen among the providers of 5G chips either. Accordingly, and with the end of HiSilicon’s stocks approaching, Huawei had no choice but to use Qualcomm chipsets (without 5G capabilities, of course) in its new flagship phones.