Qualcomm is one of the world’s largest smartphone chip suppliers, but MediaTek recently launched a strong challenge to Qualcomm. According to statistics released by Counterpoint Research, in the second quarter of 2021, MediaTek’s market performance has reached a new height.
Image: MediaTek
MediaTek gained 43% of the global smartphone SoC market share in the second quarter of 2021, a significant increase from 35% in the first quarter. In contrast, Qualcomm’s market share in the second quarter of 2021 was 24%, compared with 29% in the first quarter. It can be seen that MediaTek’s market share growth largely comes from the original part of Qualcomm.
However, Qualcomm still controls 55% of the 5G baseband modem market, while MediaTek’s market share is 30%. A year ago, Qualcomm was 29% and MediaTek was 11%. A large part of this part of the market comes from Huawei. Due to insufficient inventory of Kirin series chips, HiSilicon’s shipments have been affected.
MediaTek’s success is largely due to the low-end 5G SoC and LTE chips. Qualcomm’s poor performance is partly affected by the shortage of chips in the semiconductor industry, and its production capacity has declined.
With the continued high demand for iPhone 12 series mobile phones, Apple gained 14% of the global smartphone SoC market share in the second quarter of 2021. “Samsung Exynos slipped to the fifth position with a 7% share as it is in the middle of rejigging its smartphone portfolio strategy of in-sourcing as well as outsourcing to Chinese ODMs.”