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Application processor (AP) shipments for Chinese smartphones performed below expectation in the fourth quarter of 2023 as handset shipments already peaked in the previous quarter, and the volumes will go down further in the first quarter of 2024, but only by a small margin.
Abstract
DIGITIMES Research's findings show that application processor (AP) shipments for Chinese smartphones were sluggish during the traditional peak season in fourth-quarter 2023, with a sequential decrease of nearly 20%.
Shipments already had peaked in the previous quarter for handset brand vendors in preparation for the high-season demand during the second half of the year, as well as in response to competition from Huawei's return to the 5G market.
AP shipments for Chinese smartphones in the first quarter of 2024 are expected to fall further by 0.6% sequentially due to the arrival of the traditional off-season, with customers hardly replenishing in advance for the second quarter.
Table of contents
Chart 6: Shipments by manufacturing process, 4Q22-1Q24 (m units)
Chart 8: MediaTek smartphone AP shipments, 4Q22-1Q24 (m units)
Chart 9: MediaTek shipments by baseband type, 4Q22-1Q24 (m units)
Chart 10: MediaTek shipment share by baseband type, 4Q22-1Q24
Chart 11: MediaTek shipments by architecture, 4Q22-1Q24 (m units)
Chart 12: MediaTek shipment share by architecture, 4Q22-1Q24
Chart 13: MediaTek shipment share by product line, 4Q22-1Q24
Chart 14: Qualcomm smartphone AP shipments, 4Q22-1Q24 (m units)
Chart 15: Qualcomm shipments by baseband type, 4Q22-1Q24 (m units)
Chart 16: Qualcomm shipment share by baseband type, 4Q22-1Q24
Chart 17: Qualcomm shipments by architecture, 4Q22-1Q24 (m units)
Chart 18: Qualcomm shipment share by architecture, 4Q22-1Q24
Chart 19: Qualcomm shipments by product line, 4Q22-1Q24 (m units)
Chart 20: Qualcomm shipment share by product line, 4Q22-1Q24
Chart 21: Unisoc smartphone AP shipments, 4Q22-1Q24 (m units)
Chart 22: Unisoc shipments by baseband type, 4Q22-1Q24 (m units)
Chart 24: Unisoc shipments by architecture, 4Q22-1Q24 (m units)
Chart 26: Hisilicon smartphone AP shipments, 4Q22-1Q24 (m units)
Chart 27: China smartphone AP shipments, 2019-2024 (m units)
Price: NT$25,600 (approx. US$1,300)
