Smartphone AP shipments to China-based smartphone brands are expected to pick up 9% sequentially in the first quarter thanks to the brand vendors' robust smartphone sales and their keen inventory replenishment.
Chinese smartphone APs will return to normal stock-building patterns in the second quarter of 2024. The 618 shopping festival in June in the Chinese market, coupled with the end of the off-season in overseas markets, is expected to push up AP demand from Chinese vendors, with shipments estimated to rise 3.1% sequentially in the second quarter of 2024.
DIGITIMES Research estimates that in the second quarter of 2024, Qualcomm and Unisoc will be the only two with growing market shares among the four major AP suppliers for Chinese handsets.
Chart 6: Shipments by manufacturing process, 1Q23-2Q24 (m units)
Chart 12: MediaTek smartphone AP shipments, 1Q23-2Q24 (m units)
Chart 13: MediaTek shipments by baseband type, 1Q23-2Q24 (m units)
Chart 14: MediaTek shipment share by baseband type, 1Q23-2Q24
Chart 15: MediaTek shipments by architecture, 1Q23-2Q24 (m units)
Chart 16: MediaTek shipment share by architecture, 1Q23-2Q24
Chart 17: MediaTek shipment share by product line, 1Q23-2Q24
Chart 18: Qualcomm smartphone AP shipments, 1Q23-2Q24 (m units)
Chart 19: Qualcomm shipments by baseband type, 1Q23-2Q24 (m units)
Chart 20: Qualcomm shipment share by baseband type, 1Q23-2Q24
Chart 21: Qualcomm shipments by architecture, 1Q23-2Q24 (m units)
Chart 22: Qualcomm shipment share by architecture, 1Q23-2Q24
Chart 23: Qualcomm shipments by product line, 1Q23-2Q24 (m units)
Chart 24: Qualcomm shipment share by product line, 1Q23-2Q24
Chart 25: Unisoc smartphone AP shipments, 1Q23-2Q24 (m units)
Chart 26: Unisoc shipments by baseband type, 1Q23-2Q24 (m units)
Chart 28: Unisoc shipments by architecture, 1Q23-2Q24 (m units)
Chart 30: Hisilicon smartphone AP shipments, 1Q23-2Q24 (m units)
Chart 31: Hisilicon shipments by baseband type, 1Q23-2Q24 (m units)
Chart 32: Hisilicon shipment share by baseband type, 1Q23-2Q24
Chart 33: Hisilicon shipments by architecture, 1Q23-2Q24 (m units)
Chart 34: Hisilicon shipment share by architecture, 1Q23-2Q24
