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Tuesday, November 26, 2024

Chipset market grows 5% as Russia-Ukraine war threatens global supply - National Herald

Last updated Saturday, February 26, 2022 11:30 ET

Amid the global chip shortage that is going to worsen with Russia-Ukraine war, new report has shown that the global smartphone AP/SoC chipset shipments grew 5% (on-year) in the fourth quarter of 2021
Amid the global chip shortage that is going to worsen with Russia-Ukraine war, a new report has shown that the global smartphone AP (Application Processor)/SoC (System on Chip) chipset shipments grew 5 per cent (on-year) in the fourth quarter of 2021.
5G smartphone SoC shipments were almost half of the total SoC shipments, according to Counterpoint Research.
MediaTek led the smartphone SoC market with a share of 33 per cent in Q4.
"MediaTek's smartphone SoC volumes declined due to the high shipments in the first half and inventory corrections from Chinese smartphone OEMs. Many customers had built chipset inventories to manage uncertainties in the supply situation," informed research director Dale Gai.
Qualcomm recorded a very strong quarter, growing 18 per cent (on-quarter) and 33 per cent (on-year) despite component shortages and foundry capacity not being able to keep up with demand.
"Qualcomm was able to prioritise high-end Snapdragon sales, which come with higher profitability and less impact from shortages than mid-end and low-end mobile handsets," said senior analyst Parv Sharma.
Qualcomm captured a 76 per cent share in the 5G baseband shipments, driven by Apple's iPhone 13 and 12 series and premium Android portfolio.
"Qualcomm's Snapdragon 8 Gen 1 flagship mobile...



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