Strategy Analytics released its baseband chip report for the first quarter of 2022 today. Baseband revenue increased by 20% to US$8.8 billion, and unit shipments fell by 6%. 5G baseband revenue grew 47% in the first quarter, while shipments and revenue declined in the rest of the baseband business.
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According to Strategy Analytics statistics, Qualcomm firmly occupies first place in the baseband chip market with a share of 59.5%, MediaTek ranks second with a share of 26.7%, and Samsung LSI ranks third with a share of 5.8%.
Moreover, Strategy Analytics believes that Samsung and Apple will be the largest customers of Qualcomm baseband. With the widespread shipment of the iPhone 14/Pro series in the second half of the year, Qualcomm’s share is expected to continue to increase.
MediaTek’s baseband revenue increased by 28% in the first quarter, but Dimensity 9000 shipments were less than 1 million, and it is expected to face inventory pressure in the second half of the year. The situation of Samsung LSI is even worse. The high-end is grabbed by Qualcomm, and the low-end is grabbed by MediaTek and Ziguang Zhanrui. It is expected to reach the lowest level in 8 years this year.
