DIGITIMES Research estimates that China's smartphone AP shipments returned to the traditional off-season pattern in the second quarter of 2024, with a slight quarter-on-quarter increase of 3%.
Smartphone vendors had already stocked up in the first quarter in preparation for the 618 shopping festival, leaving only little momentum to stimulate orders catering for the third quarter, a period without major promotional activities.
Looking forward to the third quarter, China smartphone AP shipments will increase by 9.3% quarter-on-quarter, as smartphone vendors are entering the traditional peak season. The smartphone vendors' plans to launch flagship models in the fourth quarter will prompt them to stock up on 5G APs. In addition, growth in 5G subscribers in overseas emerging markets and the peak-season effects will boost AP vendors' shipments.
Chart 10: MediaTek smartphone AP shipments, 2Q23-3Q24 (m units)
Chart 11: MediaTek shipments by baseband type, 2Q23-3Q24 (m units)
Chart 12: MediaTek shipment share by baseband type, 2Q23-3Q24
Chart 13: MediaTek shipments by architecture, 2Q23-3Q24 (m units)
Chart 14: MediaTek shipment share by architecture, 2Q23-3Q24
Chart 15: MediaTek shipment share by product line, 2Q23-3Q24
Chart 16: Qualcomm smartphone AP shipments, 2Q23-3Q24 (m units)
Chart 17: Qualcomm shipments by baseband type, 2Q23-3Q24 (m units)
Chart 18: Qualcomm shipment share by baseband type, 2Q23-3Q24
Chart 19: Qualcomm shipments by architecture, 2Q23-3Q24 (m units)
Chart 20: Qualcomm shipment share by architecture, 2Q23-3Q24
Chart 21: Qualcomm shipments by product line, 2Q23-3Q24 (m units)
Chart 22: Qualcomm shipment share by product line, 2Q23-3Q24
Chart 23: Unisoc smartphone AP shipments, 2Q23-3Q24 (m units)
Chart 24: Unisoc shipments by baseband type, 2Q23-3Q24 (m units)
Chart 26: Unisoc shipments by architecture, 2Q23-3Q24 (m units)
Chart 28: Hisilicon smartphone AP shipments, 2Q23-3Q24 (m units)
Chart 29: Hisilicon shipments by baseband type, 2Q23-3Q24 (m units)
Chart 30: Hisilicon shipment share by baseband type, 2Q23-3Q24
Chart 31: Hisilicon shipments by architecture, 2Q23-3Q24 (m units)
Chart 32: Hisilicon shipment share by architecture, 2Q23-3Q24
