The Sino-US technology war has caused changes in the global industrial chain. According to data from Counterpoint, a global business research organization, Taiwanese chip (also known as chips) major manufacturer MediaTek surpassed Qualcomm for the first time in the third quarter of this year and became the world’s largest supplier of mobile phone chips. . The analysis pointed out that the Trump administration’s ban on Huawei has unexpectedly benefited MediaTek in two respects, and finally made it outperform Qualcomm for the first time in its mobile phone chip business.
Counterpoint’s research shows that MediaTek’s mobile phone chips accounted for 31% of the global market, an increase of 5 percentage points from last year’s 26%, while Qualcomm fell from 31% last year to 29% and was overtaken by MediaTek. The change in the market share of mobile phone chips this year is mainly due to the enthusiastic demand for low- and mid-range mobile phones in the range of US$100 to US$250 in markets such as China and India.
Benefited by the United States to block Huawei, MediaTek reaches the top for the first time
Counterpoint Research Director Dell. Dale Gai mentioned that MediaTek can have such an amazing performance in the third quarter, there are three main reasons:
- First, Latin America, the Middle East, Africa and other emerging markets have grown substantially
- Second, the demand for middle and low-end mobile phones is booming
- Third, the United States banned Huawei and obtained orders from leading mobile phone brands such as Samsung, Xiaomi, and Honor
Analysis pointed out that the US ban on Huawei has created two levels of benefits for MediaTek. Before the ban took effect on September 15th, Huawei used an attitude of “buy as much as you have” by hoarding a large number of mobile phone chips, which benefited MediaTek. At the same time, MediaTek chips are also the best choice to make up for the market gap left by Huawei. The number of MediaTek chips used by Xiaomi has more than doubled compared with the same period last year.
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In the third quarter of this year, Xiaomi’s mobile phone shipments surged 46% from last year to 46.2 million units, surpassing Apple’s 41.7 million units for the first time, becoming the world’s third largest mobile phone brand and the only shipment volume among China’s top 5 mobile phone brands. Hand over the growing industry.
Although the global smartphone market is still in recession in the third quarter of this year, shipments fell 4% from the same period last year, from 380 million units to 365 million units. However, according to IDC data, the Indian market’s shipments have bucked the trend. An amazing growth of 17%. Samsung and Xiaomi are the top two brands in the Indian market, with a combined market share of 47%.
The 5G chip market continues to grow into the next major battlefield
However, Qualcomm is still the leader in the 5G chip market, with a market share of 39%. According to the financial report, due to customers delaying the release of flagship mobile phones, the shipment of 5G mobile phones is affected. Therefore, it can be expected that there may be more in the fourth quarter. Bright performance.
At present, 5G mobile phones account for about 17% of the overall shipments. Counterpoint estimates that this number can reach about 33% in the fourth quarter. Therefore, Qualcomm still has the possibility of reaching the top again; and Qualcomm is also banned because of HiSilicon. The market has gained a lot.
With the increasing popularity of 5G mobile phones and the emergence of cloud games and other applications, it is expected that 5G chips will become the main battlefield for suppliers.
▲ The Sino-US technology war has caused changes in the global industrial chain. According to data from Counterpoint, a global business research organization, Taiwanese chip (also known as chips) major manufacturer MediaTek surpassed Qualcomm for the first time in the third quarter of this year and became the world’s largest supplier of mobile phone chips. . The analysis pointed out that the Trump administration’s ban on Huawei has unexpectedly benefited MediaTek in two respects, and finally made it outperform Qualcomm for the first time in its mobile phone chip business.
Editor in charge: Deng Guoqiang
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