According to Counterpoint Research’s new report, chipmakers like Mediatek and Qualcomm will continue to dominate the market. Mediatek will have a 37 percent share of the global chip market, according to the company, but Qualcomm will remain a close second in the 5G segment.
Due to supply constraints around RFICs (radio-frequency integrated circuits) from Samsung’s factory in Austin, Texas, Mediatek is expected to gain an advantage over Qualcomm in calendar 2021. There’s also a lower yield of 5 nm wafers, which Qualcomm won’t benefit from because Mediatek doesn’t need them.
HiSilicon will be the biggest loser in this race, as it will be pushed out of the Top 5 and replaced by Unisoc, a Chinese company known for its low-cost chipsets.
Analysts have discovered that dedicated 5G chipsets are becoming increasingly popular in the 5G industry. Qualcomm will be able to rebound strongly in H2 2021 once the supply bottleneck has been resolved.
However, the competition for first place will be fiercer than ever, with forecasts that the top three players will have marginal market share gains over each other.
Furthermore, Qualcomm, Apple, or Mediatek chips would control nearly 9 out of 10 5G smartphones, edging out rivals, including Samsung and its Exynos chips.