BOSTON–(BUSINESS WIRE)–The global smartphone application processor (AP) market grew 35% to $8.9 billion in the first quarter of 2022, according to Strategy Analytics’ Handset Component Technologies (HCT) service report.
Strategy Analytics Research Report ” Q1 2022 Smartphone Application Processor Market Share Tracker: Qualcomm Expands Revenue Share” estimate that Qualcomm, MediaTek, Apple, Samsung LSI and Unisoc captured the top five revenue share rankings in the smartphone application processor (AP) market in the first quarter of 2022.
Qualcomm leads the smartphone hotspot market with a 45% revenue share, followed by MediaTek with 25% and Apple with 22%.
5G-connected hotspot shipments accounted for 53% of total smartphone hotspots shipped in Q1 2022.
Top-selling Android AI hotspots include Dimnesity 700, Snapdragon 778G, Snapdragon 8 Gen 1, Dimensity 810, Dimensity 900, and Snapdragon 888/888+.
TSMC manufactured 80% of smartphone hotspots shipped in Q1 2022. Despite momentum with flagship Snapdragon chips, Samsung Foundry lost share due to weak Exynos shipments.
Smartphone access points manufactured in 7nm and smaller process nodes accounted for 48% of total smartphone access point shipments in Q1 2022.
Market demand for low-end smartphones is currently weak. We expect inventory digestion to take place in 2H 2022 as suppliers continue to destock their supplies.
New entrants Google and JLQ Technologies (a joint venture of Leadcore and Qualcomm) together shipped less than a million access points in Q1 2022. On the other hand, HiSilicon’s shipments fell to near zero.
Sravan Kundojjalaauthor of the report and director of Handset component technologies department at Strategy Analytics, commented, “QualcommThe 4nm-based AP flagship Snapdragon 8 Gen 1 gained popularity in the first quarter of 2022. The company’s increased share of Samsung’s Galaxy S devices drove revenue from its smartphone application (AP) processor to a record level. Qualcomm has been able to navigate China and macro concerns well with its high-end, high-end 5G hotspots, which are seeing strong demand from Android smartphone makers. Samsungit is Exynos AP shipments fell 40% in the first quarter of 2022 due to increased competition from Qualcomm at Samsung Mobile. However, the company has shown signs of recovery with mid-range access points such as the Exynos 1280 found in high-volume Galaxy A-series devices.
Mr Kundojjala continued: “MediaTek and Unisoc both posted impressive performance in the first quarter of 2022. MediaTek’s high-end Dimensity 9000 access point got off to a promising start, but shipments were just under a million in the quarter. However, the company’s increased focus on the high end could help it weather mid-range weakness in 2022 and maintain ASPs. Unisoc, on the other hand, gained significant share in 4G hotspots, thanks to increased traction with Tier 1 winning designs.”
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