China smartphone AP shipments, 3Q 2023

Summary

In response to DIGITIMES Analysis, 3Q23 shipments of smartphone utility processors (AP) to Chinese language handset distributors elevated by 47.5% quarter-on-quarter, as stock had dropped to wholesome ranges. The rise was pushed by handset model distributors’ early preparation for the arrival of the 2H23 peak, demand from abroad markets (past China), and efforts by Hisilicon – Huawei’s IC design arm – to push into the 5G AP market.

In 4Q23, AP shipments for Chinese language smartphones will lower by 19.7% quarter-over-quarter however will enhance by 14.6% in comparison with the identical interval of 2022, throughout which the market was hit laborious by stock correction.

With the general financial outlook remaining bleak, the 2H23 peak season will solely see delicate gross sales. And with out the influence of COVID-19, the handset business will return to regular seasonal patterns: weak demand is predicted throughout the coming low season in 1Q24, which signifies that AP shipments for Chinese language smartphones in 4Q23 will drop sequentially.

Desk of contents

• Introduction

• Key elements affecting China smartphone AP shipments

• Chart 1: China smartphone AP shipments, 3Q22-4Q23 (m models)

• Shipments breakdown

• Shipments by provider

• Chart 2: Shipments by provider, 3Q22-4Q23 (m models)

• Chart 3: Cargo share by provider, 3Q22-4Q23

• Shipments by structure

• Chart 4: Shipments by structure, 3Q22-4Q23 (m models)

• Chart 5: Cargo share by structure, 3Q22-4Q23

• Shipments by manufacturing course of

• Chart 6: Shipments by manufacturing course of, 3Q22-4Q23 (m models)

• Chart 7: Cargo share by manufacturing course of, 3Q22-4Q23

• Provider evaluation

• MediaTek

• Chart 8: MediaTek smartphone AP shipments, 3Q22-4Q23 (m models)

• Chart 9: MediaTek shipments by baseband kind, 3Q22-4Q23 (m models)

• Chart 10: MediaTek cargo share by baseband kind, 3Q22-4Q23

• Chart 11: MediaTek shipments by structure, 3Q22-4Q23 (m models)

• Chart 12: MediaTek cargo share by structure, 3Q22-4Q23

• Chart 13: MediaTek cargo share by product line, 3Q22-4Q23

• Qualcomm

• Chart 14: Qualcomm smartphone AP shipments, 3Q22-4Q23 (m models)

• Chart 15: Qualcomm shipments by baseband kind, 3Q22-4Q23 (m models)

• Chart 16: Qualcomm cargo share by baseband kind, 3Q22-4Q23

• Chart 17: Qualcomm shipments by structure, 3Q22-4Q23 (m models)

• Chart 18: Qualcomm shipments by product line, 3Q22-4Q23 (m models)

• Chart 19: Qualcomm cargo share by product line, 3Q22-4Q23

• Unisoc

• Chart 20: Unisoc smartphone AP shipments, 3Q22-4Q23 (m models)

• Chart 21: Unisoc shipments by baseband kind, 3Q22-4Q23 (m models)

• Chart 22: Unisoc cargo share by baseband kind, 3Q22-4Q23

• Chart 23: Unisoc shipments by structure, 3Q22-4Q23 (m models)

• Chart 24: Unisoc cargo share by structure, 3Q22-4Q23

• Hisilicon

• Chart 25: Hisilicon smartphone AP shipments, 3Q22-4Q23 (m models)

• Abstract