Core Insights - The global smartphone chip market is experiencing shifts in market share among key players, with MediaTek leading in Q2 2023 and projected to maintain a strong position through Q4 2024 [4][5] - Apple is expected to see an increase in chip shipments in Q4 2024 due to the launch of the A18 series [6] - Qualcomm's chip shipments are projected to decline slightly in Q4 2024, but revenue growth is anticipated due to strong demand in the high-end market [6] Market Share Overview - MediaTek's market share is projected to fluctuate from 31% in Q2 2023 to 34% in Q2 2024, with a peak of 41% in Q1 2024 [4] - Apple's market share is expected to decrease from 19% in Q2 2023 to 13% in Q2 2024, with a rebound to 23% in Q4 2024 [4] - Qualcomm's share is forecasted to drop from 29% in Q2 2023 to 30% in Q2 2024, but will decline to 21% by Q4 2024 [4] - UNISOC is projected to increase its share from 14% in Q2 2023 to 15% in Q2 2024, maintaining a steady presence [4] - Samsung's market share is expected to remain low, fluctuating between 4% and 6% throughout the forecast period [4] Company-Specific Developments - MediaTek is set to increase overall shipments in Q4 2024, driven by the launch of new high-end chips and stable LTE chip shipments [6] - Qualcomm anticipates a slight decline in shipments but expects revenue growth from the Snapdragon 8 Elite, which is in demand among multiple smartphone brands [6] - Samsung's Exynos chip shipments are expected to remain stable, with growth in specific models like Exynos 2400 and Exynos 1480 due to new product launches [6] - UNISOC is expanding its presence in the low-end market, benefiting from the adoption of its LTE chips by leading manufacturers [6]

| Brands | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | | --- | --- | --- | --- | --- | --- | --- | --- | | Mediatek | 31% | 38% | 37% | 41% | 34% | 37% | 34% | | Apple | 19% | 17% | 20% | 16% | 13% | 15% | 23% | | Qualcomm | 29% | 26% | 21% | 27% | 30% | 25% | 21% | | UNISOC | 14% | 12% | 13% | 9% | 15% | 13% | 14% | | Samsung | 6% | 5% | 4% | 5% | 4% | 5% | 4% | | HiSilicon (Huawei) | 0% | 1% | 3% | 2% | 3% | 4% | 3% | | Others | 1% | 1% | 1% | 1% | 1% | 1% | 1% | 市场要点 点击阅读原文下载完整版 ...