2022 Recap and 2023 Development of the Global Mobile Processor Industry (pre-order)
Affected by geopolitical factors and high inflation, the worldwide market experienced economic downturns in 2022. As global consumer demand weakened, smartphone sales have declined since the fourth quarter of 2022, resulting in the decrease in shipment volume and revenue of the mobile processor industry. This downturn continued into the first half of 2023. This report examines the revenue performance of the mobile processor industry in recent years and looks into the development of major players, such as Qualcomm, MediaTek, Samsung, and Unisoc; provides insights into the industry's key issues for the second half of 2023 and beyond.
1.DEVELOPMENT OF THE GLOBAL MOBILE PROCESSOR INDUSTRY IN 1H23
1.1 Mobile Processor Shipments Decline Due to Shrinking Global Demand for Smartphones
1.2 Smartphone Brands' In-house Chip Development Have Little Short-Term Impact on Processor Makers
1.3 Lack of New Products and Longer Replacement Cycles Limit Growth for Application Processors
1.4 Chipmakers Consolidate Market Share with Price Competition as the Smartphone Market Shrinks
2.DEVELOPMENT OF MAJOR MOBILE PROCESSOR MANUFACTURERS
2.1 Revenue Performance of Global Leading Mobile Processor Manufacturers
2.1.1 Revenue Changes of Qualcomm and MediaTek from 2021 to 2022
2.1.2 Revenue Changes of Qualcomm and MediaTek in 1H23
2.2 Development of Global Mobile Processor Manufacturers
2.2.1 Qualcomm
2.2.2 MediaTek
2.2.3 Samsung
2.2.4 Unisoc
3. OUTLOOK FOR THE GLOBAL MOBILE PROCESSOR INDUSTRY IN 2H23
3.1 Potential for Recovery in 2H as Inventory Clearance Ends and New Devices are Launched
3.2 Huawei’s 5G Smartphone Plans Likely to Affect Chip Manufacturers’ Revenues
3.3 Enabling AI on Smartphones Becoming a Key Focus for Industry Players in the AI Era
3.4 Chipmakers Shifting Focus to Automotive Sector to Reduce Dependency on Smartphone Business
Appendix
List of Companies
1.1 Mobile Processor Shipments Decline Due to Shrinking Global Demand for Smartphones
1.2 Smartphone Brands' In-house Chip Development Have Little Short-Term Impact on Processor Makers
1.3 Lack of New Products and Longer Replacement Cycles Limit Growth for Application Processors
1.4 Chipmakers Consolidate Market Share with Price Competition as the Smartphone Market Shrinks
2.DEVELOPMENT OF MAJOR MOBILE PROCESSOR MANUFACTURERS
2.1 Revenue Performance of Global Leading Mobile Processor Manufacturers
2.1.1 Revenue Changes of Qualcomm and MediaTek from 2021 to 2022
2.1.2 Revenue Changes of Qualcomm and MediaTek in 1H23
2.2 Development of Global Mobile Processor Manufacturers
2.2.1 Qualcomm
2.2.2 MediaTek
2.2.3 Samsung
2.2.4 Unisoc
3. OUTLOOK FOR THE GLOBAL MOBILE PROCESSOR INDUSTRY IN 2H23
3.1 Potential for Recovery in 2H as Inventory Clearance Ends and New Devices are Launched
3.2 Huawei’s 5G Smartphone Plans Likely to Affect Chip Manufacturers’ Revenues
3.3 Enabling AI on Smartphones Becoming a Key Focus for Industry Players in the AI Era
3.4 Chipmakers Shifting Focus to Automotive Sector to Reduce Dependency on Smartphone Business
Appendix
List of Companies
LIST OF TABLES
Table 1 Mobile Processor Roadmaps of Qualcomm, MediaTek, and Samsung in 2H23
Table 1 Mobile Processor Roadmaps of Qualcomm, MediaTek, and Samsung in 2H23
LIST OF FIGURES
Figure 1 Qualcomm's Revenue Performance, 2021-2022
Figure 2 MediaTek's Revenue Performance, 2021-2022
Figure 3 Trends in Mobile Business Revenue and Inventory Days of Qualcomm and MediaTek, 2022-2023
Figure 1 Qualcomm's Revenue Performance, 2021-2022
Figure 2 MediaTek's Revenue Performance, 2021-2022
Figure 3 Trends in Mobile Business Revenue and Inventory Days of Qualcomm and MediaTek, 2022-2023
