The QCOM move from Samsung to TSMC has begun:
There is a decline in Global smartphone chipset 5% weaker demand in China amid lockdowns Global smartphone chipset (SoC/AP+Baseband) shipment declined 5% YoY in Q1 2022 due to seasonality, weaker demand in China amid lockdowns and over shipping from some chipset vendors in Q4 2021. Chipset revenues which grew a healthy 23% YoY in Q1 2022, as the chipset mix shifted towards costlier 5G smartphones.
TSMC, the world’s largest foundry, captured nearly 70% share of manufacturing the key chipsets going into the smartphones from the complete System-on-Chip (SoC) to discrete Application Processors (AP) and cellular modems.
TSMC based smartphone chipsets declined 9% annually in Q1 2022. Due to Qualcomm choosing Samsung Foundry for manufacturing X60 baseband and annual decline in the MediaTek smartphone chipset shipments. However, Qualcomm dual sourcing strategy will add more volumes towards TSMC in 2022. Also the ramp-up of the 4nm flagships from Qualcomm, Apple and MediaTek will enable TSMC to further gain share in smartphone chipsets in 2022.
Of the total smartphone chipsets on advanced nodes (4nm, 5nm, 6nm and 7nm), TSMC captured 65%.
TSMC entered mass production for its leading 4nm process node with MediaTek’s Dimensity 9000 SoC in Q1 2022. TSMC’s 4nm node-based smartphone chipset shipments are expected to grow further thanks to Qualcomm’s dual sourcing strategy for its future 4nm based Snapdragon 8+ Gen 1 SoC.”
Samsung Foundry captured around 30% share of the global smartphone chipset shipments thanks to Qualcomm and Samsung Semiconductor’s internal Exynos chipset division. Despite relatively lower yield rates for the leading 4nm process node, Samsung Foundry led the leading nodes (4nm & 5nm) smartphone chipset shipments with a healthy 60% share followed by TSMC which captured a 40% share in Q1 2022.
The 4nm shipments at Samsung Foundry were driven by Qualcomm Snapdragon 8 Gen 1 which has gained more than 75% share in the Samsung Galaxy S22 series in just one quarter. Samsung Foundry also benefitted from refreshed mid-tier 5nm based 5G chipset Exynos 1280 for its higher volume Galaxy A53 and A33 smartphones.
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There is a decline in Global smartphone chipset 5% weaker demand in China amid lockdowns Global smartphone chipset (SoC/AP+Baseband) shipment declined 5% YoY in Q1 2022 due to seasonality, weaker demand in China amid lockdowns and over shipping from some chipset vendors in Q4 2021. Chipset revenues which grew a healthy 23% YoY in Q1 2022, as the chipset mix shifted towards costlier 5G smartphones.
TSMC, the world’s largest foundry, captured nearly 70% share of manufacturing the key chipsets going into the smartphones from the complete System-on-Chip (SoC) to discrete Application Processors (AP) and cellular modems.
TSMC based smartphone chipsets declined 9% annually in Q1 2022. Due to Qualcomm choosing Samsung Foundry for manufacturing X60 baseband and annual decline in the MediaTek smartphone chipset shipments. However, Qualcomm dual sourcing strategy will add more volumes towards TSMC in 2022. Also the ramp-up of the 4nm flagships from Qualcomm, Apple and MediaTek will enable TSMC to further gain share in smartphone chipsets in 2022.
Of the total smartphone chipsets on advanced nodes (4nm, 5nm, 6nm and 7nm), TSMC captured 65%.
TSMC entered mass production for its leading 4nm process node with MediaTek’s Dimensity 9000 SoC in Q1 2022. TSMC’s 4nm node-based smartphone chipset shipments are expected to grow further thanks to Qualcomm’s dual sourcing strategy for its future 4nm based Snapdragon 8+ Gen 1 SoC.”
Samsung Foundry captured around 30% share of the global smartphone chipset shipments thanks to Qualcomm and Samsung Semiconductor’s internal Exynos chipset division. Despite relatively lower yield rates for the leading 4nm process node, Samsung Foundry led the leading nodes (4nm & 5nm) smartphone chipset shipments with a healthy 60% share followed by TSMC which captured a 40% share in Q1 2022.
The 4nm shipments at Samsung Foundry were driven by Qualcomm Snapdragon 8 Gen 1 which has gained more than 75% share in the Samsung Galaxy S22 series in just one quarter. Samsung Foundry also benefitted from refreshed mid-tier 5nm based 5G chipset Exynos 1280 for its higher volume Galaxy A53 and A33 smartphones.
TSMC Captures 70% Share of the Smartphone AP/SoC and Baseband Shipments in Q1 2022 - Counterpoint Research
New Delhi, London, Hong Kong, San Diego, Seoul – July 6, 2022 Global smartphone chipset (SoC/AP+Baseband) shipment declined 5% …
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