(Click on image to Greatly Enlarge)
A new analytical report today points out that Qualcomm dominated the AP market in Q2 2022 in terms of revenue with 44%. Apple came in second place with 23% of the revenue pie as the chart below proves out.
(Click on image to Enlarge)
The share for Qualcomm has grown 56% YoY in Q2 2022 driven by the higher premium mix which has led to growth in the ASPs. Also, the recently announced partnership between Qualcomm and Samsung for the galaxy S22 family will support the revenues for the premium tier.
MediaTek has captured a 22% share in the AP market. Qualcomm further gains revenues from baseband shipped to Apple. MediaTek’s revenue was driven by the higher 5G ASP and entry into the premium market with Dimensity 9000 series.
In terms of Smartphone AP Market Share by Shipments, Apple came in third spot with 14% market share; Qualcomm in second spot with 29% and MediaTek taking the lead with 39%. For more on this, review the full Counterpoint report.
Qualcomm will benefit in calendar Q3 with Apple using their X65 modem chip that provides the iPhone 14 connectivity to satellites from Globalstar on the n53 band. It’s still a black hole in terms of knowing when Apple will launch their own modem chips that they’ve been working on for years.
