MediaTek to capture chip market for now
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New Delhi MOBILE chip maker MediaTek is set to lead the global smartphone system-on-chip (SoC) market with 37 per cent share while Qualcomm will lead the global 5G smartphone SoC market with 30 per cent share, according to a new report. MediaTek leveraging TSMC and its affordable 5G portfolio is well-positioned to almost double its market share in the 5G smartphone SoC/AP segment, according to Counterpoint Research.
"Together, MediaTek and Qualcomm occupy nearly two-thirds of the 5G smartphone SoC market demand, but the gap between the two has narrowed. Having said that, the foundry capacity will continue to remain tight till early 2022, before the next wave of CAPEX realises at the leading nodes," explained Research Analyst Parv Sharma. The leading-edge nodes (7nm, 6nm and 5nm) will account for almost half of the smartphone shipment volume during 2021 while 5G AP/SoC chipset volumes will more than double annually in 2021.
"MediaTek is likely to continue its Q4 2020 momentum into 2021 and likely to capture 37 per cent unit share of all the smartphone AP/SoC shipped for the full year. Further, MediaTek in the first half of 2021 will benefit from Qualcomm's current supply constraints," explained Research Director Dale Gai.
