The analytical company Counterpoint Research has published a fresh report on the state of the mobile processor market in the fourth quarter of 2021. At the end of the year, MediaTek maintains its leadership in the industry, and global shipments of chipsets increased by 5%. We analyze what factors influenced this.
Top five manufacturers
According to the researchers, MediaTek holds the lead in the number of shipments of mobile SoCs with a 33% share. But production volumes were slightly reduced due to inventory adjustments by Chinese vendors. Many managed to buy chipsets for future use during the first half of the year, when supplies were high.
Qualcomm confidently took the second position, having increased its market share by 18% qoq. Despite the lack of components, the company increased profits by focusing on selling flagship Snapdragon solutions. Particular success is observed in the segment of 5G modems, where the American chipmaker holds a 76% share. Its products are used both in current iPhones and in many Android gadgets.
Apple is on the third line of the rating. In the fourth quarter of 2021, the share of the tech giant increased to 21% due to strong demand for iPhone 13 series smartphones. Chinese manufacturer Unisoc showed unexpected growth. The company overtook Samsung and broke into fourth place in the leaderboard; its share is 11%. Given the shortage of chips, Honor, realme, Motorola, ZTE and other brands began to turn to Unisoc more often.
The South Korean giant dropped to fifth position on the list – 4%. This is due to the fact that the company is now revising its strategy for using Exynos products. Recently, Samsung has been selling its chips to other manufacturers less, and in its own devices it is increasingly resorting to Qualcomm and Unisoc solutions. This is especially true of the budget and medium segments.
“We expect MediaTek’s revenue to grow further in the first quarter of 2022 with the deployment of the Dimensity 9000 chipset in high-end smartphones,” said Dale Guy, director of research at Counterpoint.
Commenting on Qualcomm’s figures, the expert added that they should increase in the first quarter of 2022 due to the successful launch of the Samsung Galaxy S22 series. During the same period, large shipments of Snapdragon 8 Gen 1 processors will be established. And the gradual transition of gadgets to 5G in Latin America, the Middle East and other regions will provide Qualcomm with stable growth in the second half of the year.