Strategy Analytics research report shows that in 2017, Qualcomm, MediaTek, Samsung LSI, Hass Semiconductor and Spreadtrum captured the top five revenue share in the global cellular baseband processor market. Intel ranked sixth, followed by Spreadtrum. Market leader Qualcomm. The baseband revenue share increased to 53% in 2017, MediaTek ranked second with 16% of revenue share, and Samsung LSI followed with a 12% revenue share.
-Strategy Analytics estimates that except for the LTE baseband market segment, all other baseband market segments continue to decline in market size. - Except for MediaTek and Spreadtrum, all other major baseband manufacturers have achieved year-on-year growth in 2017. In 2017, baseband vendors sought new opportunities, such as LTE feature phones and cellular IoT applications. - Smaller baseband chip vendors, including Altair Semiconductor, GCT Semiconductor, Nordic Semiconductor, and Sequans Communications, are focusing on the cellular Internet of Things.
Sravan Kundojjala, Deputy Director of Strategy Analytics, commented: “Qualcomm's baseband business has recovered in 2017 after falling for two consecutive years of shipments. Despite facing fierce competition from Hass, Intel and Samsung, Qualcomm and Chinese mobile phone manufacturers are closely The relationship helped it achieve a strong performance in 2017. Qualcomm's Gigabit LTE chips, including the Xiaolong 835, were adopted by various hot models in 2017, while the company continued to promote advanced modem functions. Strategy Analytics believes that from 4G During the 5G transition period, Qualcomm will maintain its leading position in market share in 2019 and beyond.
Stuart Robinson, Executive Director of Strategy Analytics Mobile Phone Component Technology Research Services, pointed out that MediaTek and Spreadtrum were both impacted in 2017 and lost a certain market share. Both companies could not accelerate their LTE product roadmaps, while 3G baseband chips were rapidly declining. The complexity of the problem has been exacerbated. MediaTek is looking for a return strategy based on cost advantages and feature-rich LTE chips (such as Helio P60). Strategy Analytics believes that MediaTek is expected to regain some of its lost shares in the second half of 2018. On the one hand, Spreadtrum is following the fast-growing segment of the LTE feature phone market and updating its LTE smartphone chip to increase shipments. The year 2018 will be a key year for MediaTek and Spreadtrum, as the industry will be around in 2019. Enter the 5G era. '
Christopher Taylor, Director of Strategy Analytics RF and Wireless Component Services, added: “Although almost 100% of Hess Semiconductor, Intel, and Samsung LSI shipments came from a single customer, LTE baseband shipments for all three major companies in 2017 Both recorded double-digit growth. Intel’s iPhone order won the 2017 strong double-digit LTE baseband chip shipment growth. Intel has already received orders for two generations of iPhone, and is expected to pass Gigabit in 2018. LTE chips continue its momentum on the iPhone.