Core Viewpoint - The global high-end Android smartphone SoC revenue is projected to grow by 34% year-on-year in 2024, driven by strong consumer demand for high-end smartphones and the introduction of more powerful AI platforms [2][5]. Group 1: Market Trends - The high-end Android smartphone SoC segment is expected to account for 52% of total Android smartphone SoC revenue in 2024, indicating a significant market share [6]. - Qualcomm remains the market leader with a year-on-year growth rate of 6%, despite losing some market share to Samsung's Exynos in the Galaxy S24 series [5][6]. - MediaTek's high-end smartphone SoC revenue nearly doubled, attributed to the strong performance of the Dimensity 9300 series and the launch of Dimensity 9400 [5][7]. Group 2: Company Performances - Samsung's high-end smartphone revenue quadrupled in 2024, driven by strong sales of the Galaxy S24, but is expected to decline in 2025 due to the Galaxy S25 series not winning design awards [8]. - HiSilicon has made a strong return in the Chinese high-end market, achieving a revenue share of 12% in 2024, and is expected to maintain its position as the third-largest brand in the Android high-end market by revenue in 2025 [5][8]. - Qualcomm's exclusive partnership with Samsung for the Galaxy S25 series is expected to help it maintain its leading position in the high-end Android SoC market by 2025 [7]. Group 3: Competitive Landscape - The competition in the high-end SoC market is intensifying with the return of HiSilicon and the rise of MediaTek, which has established strategic partnerships with OEMs like vivo and OPPO [6][7]. - Qualcomm's Snapdragon 8 Elite introduces customized Oryon cores, enhancing its position in AI workload management and overall performance [7]. - MediaTek must focus on global flagship brands and developer partnerships to sustain its growth in the high-end SoC market [7].

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 ...