As a general public consumer, paying more attention to more is naturally the consumer products displayed in the front-end market, for example, in the smartphone industry, most people are naturally concerned about the market sales of smart phones, but as in other product areas, a smart phone contains components provided by multiple supply chains, and for people who pay attention to the industry, the supply chain development trend behind these is also worth paying attention to, such as the core part of the smart phone - Soc processor.
In the past 2021, the competition between various smart phone manufacturers is very fierce, especially between domestic mobile phone brands, each brand is by constantly releasing new machines to create a lower price threshold to seize the market, but if according to the division of processor chips, looking at the global smartphone market, it seems that many people will think that Apple and Qualcomm are two giant manufacturers of mobile phone chips, of which Apple's A series chips supply their own iPhone models. Most of the mainstream high-end flagships in the Android camp use Qualcomm's Snapdragon 800 series flagship chips.
However, the market data statistics agency - CINNO Research's latest release of the 2021 China Smartphone SoC market research report shows that the best seller in the SoC chip market in 2021 is not Apple or Qualcomm, but MediaTek from Taiwan, MediaTek in 2021 SoC chip sales exceeded 110 million pieces, becoming the first manufacturer in China's mobile phone SoC chip sales in 2021, an increase of 42.5% over 2020. However, MediaTek's main force in the mobile phone market is still in the low-end, the newly released Tianji 8000 and Tianji 9000, although from the parameter point of view is not worse than Qualcomm's Snapdragon 8 flagship chip, but the specific performance still depends on the performance of listed terminal products after the Spring Festival, if it can be achieved, it will definitely cause greater pressure on Qualcomm in the high-end market.
Qualcomm has always been considered to be the Android camp chip giant in the second place, 2021 Soc chip shipments reached 106 million pieces, and MediaTek's gap is not very large, compared with 2020 there is a 24.2% increase, considering the Snapdragon 888, Snapdragon 888 Plus heat and power consumption problems, making Qualcomm in the high-end flagship market has been questioned, making many people dare not rush to order with Qualcomm high-end flagship mobile phone, Nowadays, although there is a new generation of Snapdragon 8 processors, consumers are still more inclined to believe in a more balanced performance of Snapdragon 870, and then MediaTek also has Tianji 8000 and Tianji 9000, and does not know what product Qualcomm uses in 2022 to overwhelm MediaTek's flagship.
In 2020, MediaTek and Qualcomm have not yet become the chip overlords of the Chinese market, although MediaTek's SoC chip sales reached 77.4 million pieces at that time, Qualcomm's SoC chip sales reached 85.8 million pieces, but at that time, the first position in China's smartphone market still belonged to Huawei, and the SoC chip equipped with Huawei mobile phones was from its own semiconductor manufacturer - HiSilicon's Kirin chip, which was promoted by Huawei mobile phones at that time. HiSilicon's mobile phone chips sold 96.2 million units in 2020, ranking first in sales at that time.
However, time has passed, 2021 Huawei mobile phone sales in the Chinese market has dropped sharply, Huawei's own HiSilicon Kirin chip has no manufacturers can oem production, currently only the price of over 10,000 Huawei Mate X series and other ultra-high-end models will be equipped with inventory of HiSilicon Kirin 9000 5G chips, other can only be forced to use Qualcomm's 4G processor or MediaTek processor, because HiSilicon chip in the Chinese market sales in 2021 is only 30.2 million pieces, This is also one of the main reasons for the surge in sales of MediaTek and Qualcomm chips.
HiSilicon market is divided not only MediaTek and Qualcomm, Apple also occupies a part, but unlike MediaTek and Qualcomm, Apple focuses on the high-end market, so it is not as good as MediaTek and Qualcomm in terms of sales, Apple's chip sales in 2021 are only 50.4 million pieces, but there is also a 29.9% increase compared with 2020. In addition, it is worth mentioning that another domestic chip manufacturer - Tsinghua Unigroup Zhanrui reached a cooperation with Glory in 2021, making Unigroup's SoC terminals soar sharply in the Chinese market year-on-year, with an increase of 10312.7% year-on-year in 2020, and sales reached 8.8 million pieces in 2021. Accelerate to become the main SoC supply brand in the Chinese market.