According to the research report of Strategy Analytics, in 2018, Q1, Qualcomm, Samsung LSI, MediaTek, HiSilicon and UNISOC (Dexa and RDA) won the top five in the global cellular baseband processor market. Q1 Qualcomm continues to win in 2018 Take market share and keep first with 52% baseband revenue share. Secondly, Samsung LSI, accounting for 14%, and MediaTek accounted for 13%.
In Q18, the LTE baseband chip segment continued to be the only active performer with a 9% growth in shipments; the 2G and 3G baseband chip segment saw a double-digit decline.
In 2018, Q1 MediaTek and UNISOC (Exhibition and RDA) continued to lose market share.
Altair, HiSilicon, Intel, Qualcomm, Sequans and Samsung LSI all achieved year-on-year growth in baseband chip shipments in Q1 2018.
Sravan Kundojjala, Deputy Director of Strategy Analytics, said, 'Samsung LSI is the main beneficiary of the 3G to 4G transformation; it surpassed MediaTek in 2018 and took the second share of the baseband market. In the past decade, several high-end baseband markets After the exit, Samsung LSI intervened to fill the gap of its major customers Samsung Mobile. Strategy Analytics believes that Samsung LSI's LTE baseband technology, product portfolio and integration capabilities are now in the same camp as market leader Qualcomm. However, Samsung LSI so far Not yet outstanding in the performance of its internal customer Samsung Mobile. Strategy Analytics believes that the current global trade war has opened a rare window of opportunity for Samsung LSI - as a Korean company to compete for external baseband chip customers. How will the company The response remains to be seen.
Stuart Robinson, executive director of mobile technology components for Strategy Analytics, said that 'Q18 MediaTek and UNISOC (Dexa and RDA) continued to lose market share in 2018, and the baseband chip shipments of the two companies showed double-digit decline for the fourth consecutive quarter. MediaTek showed signs of recovery at the end of Q1 2018 and is expected to perform better in the remaining time of 2018. UNISOC (Exhibition and RDA) Although gaining momentum on LTE-enabled mobile phones, but in terms of product strength Aspects still lag behind competitors. MediaTek and UNISOC (Dexa and RDA) need to address the weaknesses of their current product portfolio and gain a foothold in the 5G market to compete with the fast-growing Qualcomm.
Christopher Taylor, Director of RF and Wireless Component Research Services, Strategy Analytics added: 'Q1 Qualcomm's third consecutive quarter of shipments increased year-on-year in 2018, thanks to the company's share growth from Chinese handset manufacturers. In multi-mode LTE intelligence After playing a key role in the commercialization of mobile phones, Qualcomm will rely on its groundbreaking efforts to repeat this in the multimode 5G new radio (NR). In addition to mobile phones, Qualcomm continues to be in the field of cellular tablets, Internet of Things and automotive basebands. development of.
Strategy Analytics estimates that the non-mobile phone baseband market accounts for about 10% of Qualcomm's 2018 Q1 total baseband shipments, which is higher than the mobile phone segment.