Subscribe to Research IDM and Fabless to read this report or purchase it separately. Subscribe Now
Global smartphone application processor (AP) shipments are expected to come to 1.114 billion units in 2023, down 11.8% on year, mainly due to declining smartphone shipments and slow AP inventory depletion.
Abstract
The top-3 smartphone AP suppliers worldwide – MediaTek, Qualcomm, and Apple – will all experience a shipment decline from a year ago in 2023. MediaTek will remain the largest supplier, followed by Qualcomm. It is also noteworthy that Samsung Electronics' reorganization of its Exynos AP product line will lead to the Korean smartphone brand placing a large volume of AP orders with Qualcomm.
Meanwhile, MediaTek is expected to sustain a minor impact from Oppo kicking off the volume production of its in-house developed processors in 2023.
Large pile-ups of excess AP inventory are still being stored at smartphone brands, channel operators, and assemblers and will result in brands decelerating their AP orders in first-half 2023.
Table of contents
Chart 1: Global smartphone AP shipments, 2019-2023 (m units)
Chart 4: Supplier AP shipments and share by baseband type, 2023 (m units)
Chart 5: 5G smartphone AP shipments by supplier, 2022-2023 (m units)
Chart 6: 5G smartphone AP shipment share by supplier, 2022-2023
Chart 7: Share of CPUs used in Samsung flagship smartphones, 2023
Chart 8: Qualcomm 5G AP shipments and share by customer, 2023 (m units)
Chart 9: MediaTek 5G AP shipments and share by customer, 2023 (m units)
Price: NT$27,000 (approx. US$900)
