Huawei chips are suppressed, and the winner is not Qualcomm?

Recently, Counterpoint, a professional market research organization, released the relevant data of the global smartphone chip (AP) in the first quarter of 2020.

Among them, the sigh is the Huawei Kirin chip. The current market share has dropped to 5%. Compared with the 12% share in the first quarter of 2020, it has dropped by nearly 60%. As for the reason, everyone knows it. Much explained.

As shown in the figure above, the inner circle is the data for the first quarter of 2020, and the outer circle is the data for the first quarter of 2021. Huawei has fallen from 12% to 5% now.

The big winner is MediaTek, which has grown from 24% to 35%, beating Qualcomm to become the world’s number one. Qualcomm fell from 31% to 29%, ranking second, followed by Apple, which rose from 14% to 17%, ranking third, followed by Samsung, Huawei, and Zhanrui.

It can also be seen from the data that after the decline of Huawei Kirin chips, it was MediaTek and Apple that really took over the chip market of Huawei. These two are big winners. .

As for why Samsung’s share has also declined, it is not because Samsung is not making good profits. In fact, Samsung’s mobile phone sales are increasing, but because Samsung is increasingly using Qualcomm’s chips, its chip share has also declined.

In addition, Zhanrui, another domestic mobile phone chip manufacturer that has high expectations, has not performed very well. Its market share was 5% a year ago, and this time it is still 5%, and it has not taken any market away.

This is because Zhanrui’s mobile phone chips are mainly positioned at the low end, and they have been deeply cultivating emerging markets such as India and Africa, and the shipments in these markets are relatively stable, Huawei’s performance is not outstanding enough, and Huawei’s sales have declined, so Zhanrui’s Has little effect.

I don’t know what you think about this. For a long time, everyone thinks that Qualcomm will be a big winner by suppressing Huawei, because without Huawei chips, Qualcomm chips will have no rivals, but it seems that everyone thinks too much, and MediaTek is the biggest winner. .