Electronics

Recently, StrategyAnalytics Mobile Components Technology (HCT) service released the "Q1 Smartphone Application Processor Market Share Tracking in 2021" research report. The report shows that the global smartphone application processor market achieved double-digit shipments in the first quarter of 2021. And revenue growth.

Data show that the global smartphone application processor market scale in the first quarter of 2021 increased by 21% year-on-year, reaching US$6.8 billion. Qualcomm, MediaTek, Apple, Samsung LSI, and Huawei HiSilicon accounted for the top five in terms of revenue share in the smartphone application processor market.

Qualcomm took the first place in the smartphone application processor market with 40% revenue share, followed by MediaTek ranked second with 26% revenue share, and Apple ranked third with 20% revenue share.

In addition to Qualcomm and MediaTek ushering in greater growth, Apple and Samsung have also increased their shipments and revenue in the first quarter of 2021, and their growth momentum is expected to continue until the end of 2021. However, due to US sanctions, Huawei HiSilicon’s smartphone processor shipments dropped by 88% compared to the same period last year.

Sravan Kundojjala, Associate Director of Mobile Components Technical Services at StrategyAnalytics and the author of the report, said: “The trade war reshaped the global smartphone application processor market in the first quarter of 2021. Both Qualcomm and MediaTek have taken full advantage of HiSilicon’s forced withdrawal from Smart due to trade restrictions. Opportunities in the mobile application processor market. Both companies achieved double-digit shipment growth in the first quarter of 2021 and gained market share with 4G and 5G application processors."

In addition, with the arrival of the 5G replacement boom, 5G mobile phone processors accounted for 41% of the total processor shipments. Thanks to the release of entry-level 5G processors such as the Snapdragon 480, mobile phone manufacturers not only bring the price of 5G mobile phones to a very low price range, but also allow more consumers to use 5G mobile phones.

However, it should be noted that the severe global core shortage has not yet ended, coupled with the outbreak of severe epidemics in India and other regions, the production capacity of OEMs has been further reduced, and the average price of smart phone processors may face an increase in the future. This will also affect the average price of smartphones in the later quarters. It is expected that as the price of smartphones rises, sales of smartphones and mobile phone processors may face a decline.