China smartphone AP shipments, 4Q 2022

Fourth-quarter 2022 smartphone application processor (AP) shipments to China-based smartphone vendors amounted to 137 million units, plunging 24% from the prior quarter and 20.3% from the prior year.

Because of shrinking demand and high smartphone inventory at the channel in both China and emerging markets, AP shipments to China-based smartphone vendors had already experienced on-year declines for five consecutive quarters.

Looking into first-quarter 2023, AP shipments to China-based smartphone vendors are estimated to come to only 121 million units, decreasing 11.7% sequentially and 32.3% annually, partly influenced by the slow season. With most Chinese smartphone brands anticipating lackluster smartphone upgrade demand throughout 2023, the full depletion of their excess AP inventory is likely to take longer to achieve.

• Introduction

• Key factors affecting China smartphone AP shipments

• Chart 1: China smartphone AP shipments, 4Q21-1Q23 (m units)

• Shipments breakdown

• Shipments by supplier

• Chart 2: Shipments by supplier, 4Q21-1Q23 (m units)

• Chart 3: Shipment share by supplier, 4Q21-1Q23

• Shipments by architecture

• Chart 4: Shipments by architecture, 4Q21-1Q23 (m units)

• Chart 5: Shipment share by architecture, 4Q21-1Q23

• Shipments by manufacturing process

• Chart 6: Shipments by manufacturing process, 4Q21-1Q23 (m units)

• Chart 7: Shipment share by manufacturing process, 4Q21-1Q23

• Supplier analysis

• MediaTek

• Chart 8: MediaTek smartphone AP shipments, 4Q21-1Q23 (m units)

• Chart 9: MediaTek shipments by baseband type, 4Q21-1Q23 (m units)

• Chart 10: MediaTek shipment share by baseband type, 4Q21-1Q23

• Chart 11: MediaTek shipments by architecture, 4Q21-1Q23 (m units)

• Chart 12: MediaTek shipment share by architecture, 4Q21-1Q23

• Chart 13: MediaTek shipment share by product line, 4Q21-1Q23

• Qualcomm

• Chart 14: Qualcomm smartphone AP shipments, 4Q21-1Q23 (m units)

• Chart 15: Qualcomm shipments by baseband type, 4Q21-1Q23 (m units)

• Chart 16: Qualcomm shipment share by baseband type, 4Q21-1Q23

• Chart 17: Qualcomm shipments by architecture, 4Q21-1Q23 (m units)

• Chart 18: Qualcomm shipment share by architecture, 4Q21-1Q23

• Chart 19: Qualcomm shipments by product line, 4Q21-1Q23 (m units)

• Chart 20: Qualcomm shipment share by product line, 4Q21-1Q23

• Unisoc

• Chart 21: Unisoc smartphone AP shipments, 4Q21-1Q23 (m units)

• Chart 22: Unisoc shipments by baseband type, 4Q21-1Q23 (m units)

• Chart 23: Unisoc shipment share by baseband type, 4Q21-1Q23

• Chart 24: Unisoc shipments by architecture, 4Q21-1Q23 (m units)

• Chart 25: Unisoc shipment share by architecture, 4Q21-1Q23