全球智能手机 AP-SoC 市场份额季度数据 2025 Q1

Market Overview - Apple experienced a year-on-year increase in chip shipments in Q1 2025, driven by the launch of the iPhone 16e featuring the Apple A18 chip, although there was a quarter-on-quarter decline due to seasonal factors [4] - MediaTek saw a quarter-on-quarter increase in overall shipments in Q1 2025, primarily due to a recovery in demand from the entry-level and mainstream markets, while high-end market shipments declined. Growth in the mid-to-high-end market was supported by the release of the Dimensity 8400 chip [4] - Qualcomm's shipments remained flat quarter-on-quarter in Q1 2025, driven mainly by the high-end market, with the flagship Snapdragon 8 Elite chip securing multiple design wins, including exclusive collaboration with the Samsung Galaxy S25 series, alongside new orders for the Snapdragon 8 Gen 3 series [4] - Samsung's Exynos chip shipments increased in Q1 2025, primarily due to the launch of the Galaxy A56 with Exynos 1580 and Galaxy A16 5G with Exynos 1330, as well as strong sales of the Galaxy A26 series boosting Exynos 1380 shipments [4] Company-Specific Insights - UNISOC experienced a quarter-on-quarter decline in shipments in Q1 2025, mainly due to reduced LTE chip shipments, although its LTE product portfolio continued to expand its share in the low-end market (priced below $99) [6] - Huawei's shipments also declined quarter-on-quarter in Q1 2025, yet the company maintains strong brand preference and a loyal user base in the Chinese market. The launch of the Nova 13 series and Mate 70 series featuring the Kirin 8010 chip contributed to growth in HiSilicon's shipments during the quarter [6]