The research report “2019 Q2 Smartphone Application Processor Market Share Tracking: Qualcomm Keeps Leading with 40% Revenue Share” released by Strategy Analytics Mobile Component Technology Service pointed out that in 2019 Q2, the global smartphone application processor (AP) market revenue It was down 2% year-over-year to $4.8 billion.
According to this research report from Strategy Analytics, Qualcomm, Apple, Samsung LSI, Hisilicon and MediaTek occupied the top five in the global smartphone application processor (AP) market revenue share in Q2 2019. Qualcomm leads with a 40% revenue share, followed by Apple (20%) and Samsung LSI (13%).
AI has quietly taken off in smartphones, and the shipments of AI-equipped smartphone application processors are growing rapidly. Strategy Analytics estimates that in Q2 2019, smartphone application processors equipped with AI engines will increase by 45% year-on-year. Qualcomm is No. 1 in smartphone AI.
In Q2 2019, smartphone application processors (APs) equipped with AI engines accounted for nearly 50% of the total shipments of smartphone application processors, 20 percentage points higher than the 30% in Q2 2018.
Most application processor vendors are using their own or licensed non-Arm IP to address AI applications in smartphones. Arm is the market leader in smartphone CPUs and GPUs and is trying to catch up in AI.
Sravan Kundojjala, deputy director of Strategy Analytics, said: “After two consecutive years of declining shipments of smartphone application processors, MediaTek and Unisoc’s shipments fell again year-on-year in Q2 2019. However, both companies showed signs of recovery. Indications – with a constantly updated product lineup and winning customer orders. MediaTek’s new Helio P90, P70 and P22 application processors have been well-received in the market and adopted by several high-volume smartphones from Chinese OEMs. Unisplendour Zhanrui’s new Huben-branded application processor series has a competitive advantage over Snapdragon 600 and Helio P-series chips, and has the potential to bring Unisoc to compete in the market.”
Stuart Robinson, executive director of Mobile Component Technology Services at Strategy Analytics, added: “Apple, HiSilicon and Samsung LSI vertically integrated companies increased their cumulative shipment market share of smartphone application processors to 37% in Q2 2019. HiSilicon performance Particularly outstanding, with a CAGR of 28%. Despite the challenges of vertical competition, Qualcomm maintained its market share leadership in smartphone application processors, with its flagship Snapdragon 855 application processor performing well. Qualcomm Enhanced Both the Snapdragon 600 series and the newly launched Snapdragon 700 series APs performed well in Q2 2019. Qualcomm continues to leverage its strong relationship with Chinese smartphone makers to drive solid sales for its Snapdragon APs.”
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