For the seventh quarter in a row, MediaTek continues to show stable growth in the mobile chip market, actively ousting Qualcomm from it, according to a new report from Counterpoint Research researchers. In the first quarter of 2022, MediaTek accounted for 38% of shipments, showing an increase of about 20% year on year.
At the same time, the main volume fell on a series of budget Dimensity 700 and 900 chipsets, while the lion’s share of shipments in the case of Qualcomm (30% share) is made up of Snapdragon 700 and 8 series chips.
Apple is twice behind in volume with 15%, and UniSoC is located very close to it (11%). Samsung got 5% of the market, and Huawei’s HiSilicon share does not exceed 1%.
Global Shipping Chart
Global revenue chart
On the other hand, the revenue chart paints a very different picture, which suggests that Qualcomm is not in such a bad position. The fact is that it gets 44% of all revenue from the chipset market, which indicates higher margins on chips.
It is followed by Apple with 26% of all money, and MediaTek, which ships the most chips in pieces, receives less than a fifth (19%) of revenue. For the same reason, by the way, Samsung has surpassed UniSoC.
US Market Shares
But the real drama is looming in the US chip market, where MediaTek has come close to Qualcomm’s sales figures: 45% for the former versus 47% for the latter. And taking into account the recently introduced Dimensity 1050 with support for American 5G mmWave standards, as well as the increasingly popular Dimensity 8100 and 9000.
MediaTek has every chance not only to break into the lead in the US market, but to displace Qualcomm in the premium segment, where it remains dominating at the level of 93%.