Text/JING Review/ZiYang Proofreader/Zhiqiu
Entering the 5G era, MediaTek's influence in the chip market has continued to increase, and its share has continued to rise. The suspension of the Kirin processor has allowed MediaTek to reap orders from Huawei and Honor, leapfrogging Qualcomm to become the world's first chip supplier.
The share is the first in the world
Moreover, even if Huawei's mobile phone sales are declining, and the two manufacturers have reached cooperative relations with Qualcomm, MediaTek has not given up the world's first.
According to the data released by market research institute Counterpoint, in the fourth quarter of 2021, mediatek chip market share is still greater than Qualcomm, it is worth mentioning that MediaTek has occupied the first position in chip sales for six consecutive quarters.
Qualcomm's base camp was lost
In fact, the fourth quarter of 2021 is Qualcomm's last chance to overtake MediaTek. Because domestic smartphone manufacturers have just carried out a round of inventory adjustment, affected by this, MediaTek chip sales have dropped significantly.
In addition, Qualcomm also released a new processor in the fourth quarter, and chip shipments were at the peak of the year. It can be seen through the data that the share gap between the two manufacturers has narrowed from 14% in 2020 to 3% in 2021.
But this trend of narrowing gaps will not continue. In the view of Dale Gai, research director of Counterpoint, in the first quarter of 2021, MediaTek will achieve stable sales growth driven by the Tianji 9000 chip. Although Qualcomm also has many new customers who will purchase Snapdragon 8 chips, Dale Gai said that Qualcomm's next chip growth inflection point will wait until the second half of 2022, and Qualcomm should be more worried about how to hold the 30% share in the first quarter.
After all, Qualcomm and MediaTek fought, and the result is evolving from a local rout to a full-scale rout. Originally a high-end chip with advantages, Qualcomm has been caught up by MediaTek. From the data alone, Snapdragon 8 has no advantages over Tianji 9000, but the process is lagging behind.
Not only that, in terms of the market, Qualcomm was not able to beat MediaTek before, mainly because domestic manufacturers vigorously supportEdItal. Today, in the United States, the base camp of Qualcomm, MediaTek's chip Android machine share has reached 51%, which shows that MediaTek has been recognized by overseas mobile phone manufacturers.
Why does MediaTek win?
So, on what basis did MediaTek achieve a counterattack?
In the author's opinion, MediaTek's victory mainly depends on two cards, the first is cost performance, and the second is rich products.
MediaTek chips purchase prices are lower than Qualcomm, and the stock is more than Qualcomm. After all, MediaTek is backed by TSMC, while Qualcomm is working with Samsung, and the chip mass production capabilities of the two manufacturers are vastly different.
In 2021, in order to enhance product competitiveness, compress crazy profits, and avoid chip crisis, mobile phone manufacturers rush to buy processors everywhere. In this context, MediaTek, which has a price advantage and a production capacity advantage, will inevitably perform better than Qualcomm.
In addition, MediaTek's rich chip products are also attractive to customers. In various price segments, MediaTek chips have new products launched, which can help mobile phone manufacturers to position their products more reasonably, avoid the situation of cannibalism of their own products, and also improve the recognition of mobile phones.
Write at the end
On the whole, mediatek chip market share can surpass Qualcomm, which is the result of a comprehensive victory in market strategy and product strength. With the listing of a new batch of processors at MediaTek, MediaTek is expected to widen its market share gap with Qualcomm again.
In your opinion, MediaTek and Qualcomm, who will laugh to the end?