Qualcomm extends domination

Sravan Kundojjala

Qualcomm’s baseband processor market share is at a record 68% with MediaTek No. 2 on 15%and Spreadtrum on 5% at No. 3, says Strategy Analytics.

The global cellular baseband processor market grew 17% year-on-year to reach $5.2 billion in Q2 2014.

Qualcomm, MediaTek, Spreadtrum, Marvell and Intel grabbed the top-five baseband revenue share spots in Q2 2014. Qualcomm continued its baseband market dominance with 68 % revenue share, followed by MediaTek with 15 % revenue share and Spreadtrum with 5 percent revenue share.

Sravan Kundojjala, Senior Analyst states, “Despite increased LTE baseband competition, Qualcomm managed to increase its baseband revenue share to an all-time-high of 68 % in Q2 2014. Qualcomm’s LTE Gobi slim modems and LTE Snapdragon applications processors all gained strong traction in Q2 2014 and featured in multiple flagship smartphones. Strategy Analytics calculates that LTE basebands accounted for over 45 % of Qualcomm’s total baseband shipments in Q2 2014. Strategy Analytics believes that still further LTE gains in the next few quarters provide further scope for market share gains.”

According to Stuart Robinson, Director of the Strategy Analytics Handset Component Technologies service, “In Q2 2014, MediaTek capitalised on its baseband-integrated applications processor momentum and solidified its number two position in the baseband market. Strategy Analytics estimates LTE basebands accounted for less than 1 percent of MediaTek’s total baseband shipments in Q2 2014. However, Strategy Analytics believes that MediaTek has the potential to emerge as the number two LTE baseband player in the second half of 2014, thanks to increased traction in China.”

Christopher Taylor, Director of the Strategy Analytics RF and Wireless Component service details, “Spreadtrum maintained its number three baseband revenue share position in Q2 2014, after overtaking Intel in Q1 2014. Strategy Analytics estimates that Spreadtrum’s W-CDMA baseband shipments registered 170 percent year-on-year growth in Q2 2014. Spreadtrum is well-positioned to grab W-CDMA market share dropped by Broadcom as it leaves the market.”

In the 2Q14 smartphone apps processor market, Qualcomm remains the company to beat in mobile processors with investments in CPU, GPU, DSP, RF, location and connectivity technologies well matched to current market trends

The chasing pack are now in a better position to compete as they are now shipping the key competitive products: namely LTE and baseband-integrated-Apps processors.

The global smartphone applications processor (AP) market grew 22 percent year-on-year growth to reach $5.2 billion in Q2 2014.

Based on Strategy Analytics estimates, Qualcomm, Apple, MediaTek, Spreadtrum and Samsung captured the top-five smartphone AP spots in Q2 2014. Qualcomm topped the smartphone AP market with 58 percent revenue share, followed by Apple with 14 percent revenue share and MediaTek with 13 percent revenue share.

According to Sravan Kundojjala, Senior Analyst, “Qualcomm continues to widen the lead and captured a record 58 percent revenue share in the smartphone AP market in Q2 2014, thanks to its strong momentum in LTE smartphones. Strategy Analytics believes that the multi price-tier Snapdragon processor portfolio continues to serve Qualcomm well.”

Stuart Robinson, Director of the Strategy Analytics Handset Component Technologies service details, “Strategy Analytics estimates that stand-alone AP unit share dropped to 21 percent in Q2 2014 compared to 28 percent in Q2 2013 and this can be attributed to increased shipments of low-to-mid range smartphones, which often feature baseband-integrated APs. Stand-alone AP vendors HiSilicon and Samsung are also now shipping baseband-integrated APs in volume to address mid-range smartphones.”

In the 2Q14 tablet apps market, Intel rose to the No.2 position in tablet APs

The non-Apple tablet AP market leadership position continues to change hands. Previously six companies have held the non-iPad tablet AP leadership position, which continues to be a challenging one to sustain due to the relative ease with which tablet OEMs can switch AP vendors.

The global tablet applications processor (AP) market registered a solid 23 percent year-on-year growth to reach $945 million in Q2 2014.

Apple, Intel, Qualcomm, MediaTek and Samsung captured the top-five tablet AP revenue share spots in Q2 2014. Apple maintained its tablet AP revenue share lead with 26 percent revenue share, followed by Intel with 19 percent revenue share and Qualcomm with 17 percent revenue share.

According to Sravan Kundojjala, Senior Analyst, “The non-Apple tablet AP market leadership position continues to change hands and during Q2 2014 it was Intel’s turn. Strategy Analytics notes that previously six companies held the non-iPad tablet AP leadership position, which continues to be a challenging one to sustain. Strategy Analytics believes that Intel is a on a good trajectory to achieve its 40 million tablet AP shipment goal in 2014.”

Stuart Robinson, Director of the Strategy Analytics Handset Component Technologies service adds, “During Q2 2014, HiSilicon, Marvell, MediaTek, NVIDIA and Qualcomm all registered significant shipment growth in the tablet AP market. Strategy Analytics believes that NVIDIA is well-positioned to grab high-profile tablet design-wins with its 64-bit Tegra K1 chip in the second half of 2014.”

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