In the third quarter of 2021, Mediatek continued to lead the global smartphone SoC market with a market share of 40%, followed by Qualcomm and Apple, according to a Counterpoint report released today. The market share of Zhensui broke through double digits, while Samsung lagged behind, shrinking to 5%. Huawei's share fell to 2% due to the US ban.
Overall, global smartphone SoC chipset shipments in q3 2021 grew by 6% year-over-year. Shipments of 5G smartphone soCs nearly doubled from the same period last year. The market share of mainstream companies is as follows:
▲ Histogram of smartphone chipset market share from 2Q2020 to 3Q2021
Mediatek maintained the no. 1 position for six consecutive quarters with mid-to-low-end 5G products, and LTE soCs further helped it consolidate its position in the market. Mediatek's market share surged to 40% in the third quarter of 2021, thanks to competitive 5G soCs and high demand for 4G soCs.
Qualcomm was second, dominating 5G baseband modem shipments with a 62 percent share. Snapdragon's refreshed product portfolio of 7, 6 and 4 series will further help it gain more share in Q4 2021.
By the third quarter of 2021, Zhanrui's shipments achieved three consecutive quarters of growth. Zhanrui expanded its customer base and partnered with a number of major Oems, including Honor, RealMe, MOTOROLA, ZTE and Transone, to increase its market share to double digits at 10%.
Samsung's market share fell to 5% in the third quarter of 2021. According to Counterpoint, this is due to the insourcing and outsourcing of products to Chinese ODMs after Samsung adjusted its product portfolio. As a result, Samsung's market share of mid-range 4G, 5G models and flagship models manufactured by ODM has consistently been lower than mediatek and Qualcomm.
Huawei Haisi is still affected by the US trade ban and cannot produce Kirin chips. The company's current inventory of Kirin chips is nearing exhaustion. So Huawei is using the latest range of Qualcomm chips, but they are limited to 4G capabilities.
Conclusion: Smartphone chipset shipments are growing year by year, with Mediatek and Qualcomm taking the lead
The consumer market's crazy pursuit of smart phones has spawned a large demand for smart phone chips, and the shipments of smart phone chipsets are increasing year by year. Mediatek is positioned at the middle and low end of the market, and its market share is growing steadily. Qualcomm followed, and the Snapdragon chip gradually iterated to meet the needs of the public. Zhanrui also achieved market share growth by expanding customer groups.
The performance of smart phones is an important demand point for consumers, and the chip of smart phones is the core hardware to ensure the performance of smart phones. In the future, the smartphone chip market will continue to be hot, and it is worth looking forward to whether Mediatek, which has been leading all the way, can further challenge Qualcomm in the high-end market.