• - Counterpoint report on MediaTek leading the way in the mobile processor market with a 37% share

    Counterpoint report on MediaTek leading the way in the mobile processor market with a 37% share
    21 Days, 12 Hours ago

    Tags:  MediaTek  -  5G  -  Statistics  -  Counterpoint  -  Qualcomm

    About two years ago, MediaTek was under pressure due to the poor performance of its flagship chips and was trying to maintain its position in the market. The company's intermediate product portfolio was not very interesting and was not welcomed by the manufacturers. But with the arrival of the Helio G90 series chipsets in July 2019, the page suddenly turned and the situation started to improve. So much so that the Taiwanese company took a big step in the beginning of 2020 with the introduction of the first fifth generation Dimensity chips, and now it has unveiled a wide range of 5G chips in various price ranges. Thus, the competition between Qualcomm and the company for more market share can be expected to intensify. Counterpoint report on MediaTek leading the way in the mobile processor market with a 37% share

    Now the latest Counterpoint report on Monday, May 3, 1400 shows that Qualcomm and MediaTek not only continue to lead the mobile chip market, but also the Taiwanese company due to its extensive portfolio of Fifth generation products have a competitive advantage. Of course, this advantage will not prevent Qualcomm from maintaining its leading position in the 5G segment. According to the report, the dynamics of competition in the mobile chip market is changing rapidly in favor of large companies such as Qualcomm, Apple, MediaTek and other manufacturers. According to Counterpoint, 9 out of 10 smartphones will be equipped with Qualcomm, Apple or MediaTek processors, and these three companies will outperform all other competitors, including Samsung and Exynos chipsets.

    < p> Counterpoint report on MediaTek leading the way in the mobile processor market with a 37% share Prospect for market share of processor and chipset manufacturers Mobile in 2020 and 2021

    Market outlook for these vendors has not only been affected by the breadth and depth of their chip portfolio capabilities, but also their production capabilities. Analysts at Counterpoint's Foundry & Application Processor (AP/SoC) predict that global supply of mobile processors and chips will grow by 3% this year compared to 2020. This is due to supply constraints, rapid growth in demand for 5G handsets and the dynamics of competition in this area. "When we separate our forecasts based on current supply and demand dynamics, MediaTek is likely to start moving as early as the fourth quarter of 2020," said Dale Gai, the institute's research director. Will continue until 2021 and will record 37% of the market share of mobile processors offered throughout the year. This potentially positive 20% in annual demand is due to the competitive performance of the 5G portfolio of smartphones under $ 150, produced at TSMC with no restrictions on supply and share growth in the 4G segment. "In addition, MediaTek will benefit from Qualcomm's existing restrictions on supplying RFIC (Radio Frequency ICs) from Samsung's Austin, Texas PMIC (Energy Management IC) and lower production of 5nm products in the first half of 2021." In fact, MediaTek has never used 5-nanometer lithography to build its processors, and the company's most advanced technology is the 6-nanometer manufacturing process.

    According to Guy, Qualcomm will return in the second half of 2021 with more power. Because TSMC will ensure more production capacity to increase its fifth generation product portfolio. In addition, taking key steps to improve the supply of PMIC and RFIC ICs will reduce the supply constraints of these products in the coming months, allowing Qualcomm to maintain its leadership in the fifth-generation chip market with a 31% market share. Now keep growing. Counterpoint report on MediaTek leading the way in the mobile processor market with a 37% share Market share perspective of 5G mobile processor and chipset manufacturers in 2020 and 2021

    Continuing with emphasizing the importance of leading production methods and providing capacity in this sector, Counterpoint Research Director believes that leading production methods include technologies 7, 6 and 5 nm will be present in almost half of the smartphones launched in 2021, mainly for models compatible with the fifth generation; Other advanced manufacturing methods, including 11-, 12- and 14-nanometer technology from TSMC and Samsung, will be used this year for chips based on 4G LTE technology. "We estimate that Qualcomm will have a market share of 5G chips with next-generation solutions in 2021," said Parv Sharma, a Counterpoint research analyst, referring to the growing market for chips used in 5G smartphones. Fifth in all categories, from Snapdragon 8 Series to 4 Series, to 30%. "If we take into account the shipments to Apple at this rate, [Qualcomm] 's overall chip market share will reach 59% this year." According to Sharma, if Qualcomm does not face the constraints of supplying primary parts in the first half of 2021, the company's share of the 5G market will ideally exceed even that. According to him, as Qualcomm continues to order silicon tablets based on TSMC 5 and 6-nanometer lithography from the second quarter of 2021, following the lower-than-expected numerical output of Snapdragon 888 chips at the beginning of the year, it is expected that 5G processors will be available. Resume growth in the second year of this year.

    According to Sharma, MediaTek's use of TSMC's low-cost portfolio of 5G chips has made it possible for the company to almost double its market share in the fifth-generation processors. Be. MediaTek, along with Qualcomm, accounts for nearly two-thirds of the market demand for 5G smartphones, while the gap between the two is gradually narrowing.

    But while MediaTek shines in the market, the big loser in the competition, at least this year, is HiSilicon. The company, which used to market advanced Kirin chips, is now under pressure with Unisoc products. In fact, due to US sanctions against Huawei, TSMC is no longer able to power the HiSilicon supply chain, and as a result, Unisoc, as one of the most cost-effective Chinese manufacturers, is gradually taking over the company. As this emerging company is slowly becoming one of the top manufacturers in the world, and according to a group of experts, after the unveiling of the fifth generation Tanggula chips, many manufacturers will start using the company's production parts.

    Source: Counterpoint < br />

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