According to Strategy Analytics' research report, Q1 Qualcomm, Apple, Samsung LSI, MediaTek and HiSilicon have the top five revenue share in the global smartphone application processor (AP) market in 2018. Qualcomm continues to lead with a 45% revenue share. Apple ranked second with 17% and Samsung LSI with 14%.
Strategy Analytics estimates that in 2018, Apple, HiSilicon and Samsung LSI verticals accounted for 40% of the revenue share. Despite the good performance of these three companies, market leader Qualcomm relies on its extensive customer relationships and strong product line Its market share.
In Q1 2018, MediaTek and UNISOC (Dexa and RDA) still performed poorly in the smartphone application processor market, and their shipments fell again year-on-year.
Sravan Kundojjala, Deputy Director of Strategy Analytics, said, 'Lianfa Technology lost its smartphone application processor market share for five consecutive quarters. In Q18, in 2018, MediaTek’s smartphone application processor shipments reached due to product transformation and challenges facing Qualcomm. The lowest level in the past four years. Strategy Analytics believes that MediaTek's share loss is bottoming out, and its relaunched Helio P series chips are expected to put MediaTek on the right track again in the coming quarters.
Stuart Robinson, executive director of mobile technology research services at Strategy Analytcis, added that 'Strategy Analytics estimates that smartphone application processors with artificial intelligence (AI) capabilities on devices grew nearly three-fold year-on-year in Q18 2018. Q1, 2018, Apple , HiSilicon, Qualcomm and Samsung LSI are the main beneficiaries of the rise of smartphone AI. They have driven the development of the AI chip market in a number of ways, including specialized AI IP modules and re-used DSP and GPU combinations. Key AI intelligence Mobile application processors include Apple A11 Bionic, HiSilicon Kirin 970, Qualcomm Snapdragon 845/835 and Samsung Exynos 9810. Strategy Analytics believes that the full potential of AI has not been implemented in smartphones, and AI will rekindle intelligence in the near future. Structural innovation in mobile application processors. '