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Seasonality sets in for China smartphone AP market; shipments to drop 3% on quarter says Digitimes Research
Press release [Tuesday 18 February 2014]

Global smartphone AP suppliers will see their shipments to China grow only 13.5% on year and drop 3.1% on quarter in the first quarter of 2014. Shipments will total 91.8 million in the first quarter, according to data from a recently published data service report from Digitimes Research.

The report explains that in China the first quarter is now transitioning into the slow season for the smartphone industry, as China's mobile communication industry moves from explosive growth to behaving more like a maturing industry. Moving forward, seasonality is expected to have more of an influence on China smartphone vendors' performance, Digitimes Research explained in the report.

Decreased orders from smartphone vendors should relatively impact chip suppliers' shipments in the quarter. The largest AP supplier MediaTek is seeing its shipments weakening and its LTE products so far have not been able to help cover its existing product lines, Digitimes Research noted.

The report, titled "China Smartphone AP Shipments" is part of the newly launched quarterly data services from Digitimes Research.

TOC

China smartphone AP shipments, 4Q13 review, 1Q14 forecast
Key factors affecting China smartphone AP shipments in 1Q14
China AP shipment share by application
China smartphone AP shipments, 2Q12-1Q14 (k units)
China smartphone AP shipment share by supplier, 3Q12-1Q14
China smartphone AP shipment share by architecture, 2Q12-1Q14
MediaTek smartphone AP shipments, 2Q12-1Q14
MediaTek shipments by baseband type, 1Q13-1Q14
MediaTek smartphone shipment share by architecture, 4Q13
MediaTek smartphone shipment share by architecture, 1Q14
Qualcomm smartphone AP shipments to China, 2Q12-1Q14
Qualcomm shipments by baseband type, 1Q13-1Q14
Qualcomm shipment share by architecture, 4Q13
Qualcomm shipment share by architecture, 1Q14
Spreadtrum smartphone AP shipments to China, 2Q12-1Q14
Spreadtrum shipments by baseband type, 1Q13-4Q14
Spreadtrum shipment share by architecture, 4Q13
Spreadtrum shipment share by architecture, 1Q14
Leadcore smartphone AP shipments to China, 3Q12-1Q14 (k units)
Leadcore shipment share by architecture, 4Q13
Leadcore shipment share by architecture, 1Q14
HiSilicon smartphone AP shipments to China, 2Q12-1Q14
Nvidia smartphone AP shipments to China, 2Q12-1Q14 (k units)

About DIGITIMES Research China smartphone AP (application processor) Data Service

To provide a better understanding of the dynamics seen in the local China AP market, DIGITIMES Research provides a quarterly tracking service that updates customers with the latest shipment data and technology trends in the market.

Customers of the DIGITIMES Research China smartphone AP (application processor) Data Service are provided with comprehensive data updates, market intelligence and quarterly shipment forecasts in key research areas, including Core Architecture, Top AP Vendor performance, and the shipment structure of top vendors. Data sets are first made available in Excel format and then quickly followed with data analysis and trend updates provided in presentation style.

Research scope

The DIGITIMES Research China smartphone AP Data Service tracks AP shipments made to local China device makers for use in smartphones, including for devices sold in the domestic and international market.

Each quarter, customers are provided with previous quarter results and the forecast for the upcoming quarter for the following data sets:

1. Overall AP shipments to the China market
2. Shipments and forecast by core architecture (Cortex A5, A7, A8, A9, A15, Krait, Scorpion, etc.)
3. Shipments by Top Vendors (The vendors DIGITIMES Research tracks currently account for more than 95% of the total market)
4. Shipment structure of top vendors: a. Overall Shipments; b. Baseband (LTE, WCDMA, CDMA, TD-SCDMA, EDGE); c. Architecture (Broken down by product line)
5. Other content may be included in each quarterly report based on trending topics or important market shifts.

Product and schedule

Within the first month of each quarter, DIGITIMES Research provides preliminary data from the previous quarter as well as a data forecast for the upcoming quarter. These data sets are quickly followed by comprehensive and to-the-point analysis of the data provided in a presentation style report. As DIGITIMES Research continues to monitor the market, approximately midway through the quarter customers are provided with an updated version of the data sets.

Pricing and licensing

The DIGITIMES Research China smartphone AP Data Service is priced at US$2,500. DIGITIMES Research is currently offering an early-bird discount of 20% for new subcibers. For more information, contact DIGITIMES. Corporate rates are also available.

China smartphone AP research team leader: Eric Lin (eric.lin@digitimes.com)
Service Window: Shannen Yang (shannen.yang@digitimes.com)

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