Qualcomm had the highest share of the smartphone SoC market during Q3 2017, followed by Apple

Qualcomm had the highest share of the smartphone SoC market during Q3 2017, followed by Apple
Just the other day, we mentioned how rough 2017 has been for chip designer Qualcomm. Thanks to a number of lawsuits filed by Apple against Qualcomm and vice versa, there is a good chance that Qualcomm will not be supplying CDMA iPhone units with a modem chip next year. That could be a role that MediaTek will play in 2018, with Intel supplying Apple with the component for GSM models.

As the year started to come to an end, Qualcomm received an unsolicited takeover bid from Broadcom. The latter is prepping a proxy battle and is seeking to replace Qualcomm's board. Even with all of these negatives strewn throughout the year, Qualcomm continued to rule the smartphone SoC (System on a Chip) market. During the third quarter of 2017, the company was responsible for 42% of the revenue generated by chipsets earmarked for smartphones. That was up from the 41% share that the company owned during the same time last year. Apple was second as its Ax series accounted for 20% of the market, down from the previous year's 21%.

MediaTek finished in third with a 14% share of the smartphone SoC market in Q3. That was a decline from the 18% that the company owned during Q3 of 2016. Samsung saw a 38% rise to 11% from 8%, and Huawei's Hi-Silicon brand took 8% of the market. That was up 33% from last year's third quarter.

But not everything was copacetic for Qualcomm in the SoC market from July through September. In the premium chipset segment, which tracks handsets priced at $400 or more, Qualcomm actually saw its share of the market shrink in the quarter. According to Counterpoint Research, that is because several of Qualcomm's smartphone customers are using "more vertical strategies." Good examples of that in high-end models include Huawei (with its Kirin chipsets), Apple (with the aforementioned Ax series) and Samsung (with its Exynos chipsets).

Overall, for the third quarter, SoC revenues topped $8 billion for a 19% rise year-over-year. According to Counterpoint Research Directir Neil Shah, the focus in the industry has shifted from the number of cores stuffed in each chip to the new experiences available using dedicated processors. Shah says, "Apple and HiSilicon (Huawei) both launched SoCs with dedicated Neural Processing Units (NPUs) for AI processing at the edge." And Counterpoint sees this trend gaining strength over the next few years.

source: CounterpointResearch via SlashGear



2. kiko007

Posts: 7518; Member since: Feb 17, 2016

Another "No s**t Sherlock" award candidate.

4. Ralph.

Posts: 249; Member since: Dec 20, 2017

Another crap A11 soc by Apple. Only wins because the die size is bigger and has a 8mb cache.

7. Nopers unregistered

The “only wins because” excuse is ridiculous, either it’s better or it isn’t. In this case the A11 is better.

9. Ralph.

Posts: 249; Member since: Dec 20, 2017

If the Sd845 E9910 had the same specs as the A11 with bigger Cup die, both Socs will beat A11.

11. kiko007

Posts: 7518; Member since: Feb 17, 2016

I'm also nominating this reply for the "No s**t Sherlock" award!

23. AmashAziz

Posts: 2934; Member since: Jun 30, 2014

You act like you can predict the future. That’s not surprising though; I’ve seen quite a few people act like you do. If you wanna see actual peak performance, stop relying on speed tests and watch those which really stress the CPU to the max. Such as video exporting, autoCAD rendering, video editing, and a few benchmarks (correct me if I am wrong). That’s what will tell you how powerful the CPU is and not the ROM speed. Or the optimizations.

25. johnh3

Posts: 144; Member since: Aug 23, 2012

It have been rumours that Mediatek would be pulling out from the high end chip market to only stay in low and middle segment. It seems they have changed their mind after all. They will release some good processors for ”flagship smartphones” Helio P40 and P70 in early 2018. So for smaller phone brand thats great news, they have not the resources like Samsung or Huawei to make own processors. And it avoid Qualcomm to be to dominant in the top segment also.

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