From the overall trend point of view, in 2022, the domestic smart phone has shown a downward trend, and the overall market performance is very sluggish. In such a situation, the life of the upstream supply chain will not be better, after all, everyone is on an ecological chain. Especially for smart phone SoC manufacturers, terminal sales decline their shipments will decline.
Later on March 30, CINNO Research officially released the 2022 Chinese market smartphone SoC ranking, and the data showed that this month was a decline in both month-on-month and year-on-year. Let's take a look at the specific rankings:
Champion: MediaTek, shipments of 9.6 million pieces, down 10.2% year-on-year and 25.0% month-on-month;
Runner-up: Qualcomm, shipments of 8.5 million pieces, down 7.5% year-on-year and 21.8% month-on-month;
Runner-up: Apple, shipments of 3.8 million pieces, down 4.0% year-on-year and 24.8% month-on-month;
Fourth place: Huawei HiSilicon, shipments of 700,000 pieces, down 84.1% year-on-year, down 28.2% month-on-month;
Fifth place: Unigroup Zhanrui, shipments of 600,000 pieces, an increase of 1264.4% year-on-year, down 23.2% month-on-month.
From the overall market point of view, MediaTek is of course the biggest winner, because its shipments are the largest. And the advantage of leading Qualcomm is still obvious, thanks to MediaTek's recognition of mobile phone brands and real users in the low-end chip market. So Qualcomm needs to work hard, and the gap will become wider and wider in this way. Especially with the official commercial use of Tianji 8000 series and Tianji 9000.
In this ranking, Apple is negligible, because the A-series chips are only for their own home use. To a certain extent, this shipment represents Apple's shipments of iPhones in the domestic market.
In addition, the most heart-wrenching thing in this ranking list is Huawei, and I believe everyone understands the reason. If it were not for the abnormal supply cut behavior, I believe that Huawei HiSilicon would definitely rank first.
Key points: The report specifically proposes that in the market of models priced at more than 6,000 yuan, Qualcomm's processor growth rate is the fastest, an increase of 14.7% month-on-month. This shows that in the high-end field, everyone recognizes Qualcomm, and MediaTek is almost hot. As for how it will perform in the future, the market will give the answer.