Recently, the data research organization Counterpoint released the industry report “5G Opens a New Round of Mobile Network Migration, Global Baseband Manufacturers Usher in a New Journey”, expounding that mobile phone baseband/chip manufacturers welcome the wave of smartphone upgrades spawned by 5G’s reshaping of the terminal track. .
The report pointed out that 5G not only “brings flying” 5G mobile phones, but also some segments that are easily ignored by the industry, and new market opportunities will emerge due to the large-scale commercial use of 5G.
As of the end of June, more than 400,000 5G base stations have been constructed and opened in China, 197 5G terminals have obtained network access licenses, and 5G mobile phone shipments this year have reached 86.23 million units. Counterpoint pointed out that in the second quarter of this year, 33% of smartphones sold in China supported 5G, leading the world.
The Counterpoint report predicts that 5G smartphone shipments are expected to reach 1.16 billion units in 2024, with a five-year compound annual growth rate of 137%, accounting for 70% of overall mobile phone shipments. From the perspective of chip suppliers, 5G chips are more complex and the threshold is higher. At present, the independent chip suppliers are still the “troika” of Qualcomm, MediaTek, and Ziguang Zhanrui.
The report analyzes that Qualcomm has an end-to-end product portfolio from SoCs, baseband modems to transceivers, radio frequency front-ends (RFFEs), to antennas, and supports both sub-6GHz and mmWave frequency bands, whether it is platform features or commercial models. In terms of quantity, Qualcomm is ahead of its competitors, accounting for more than half of the 5G market share.
MediaTek is also actively deploying 5G and continuously expanding its 5G Dimensity product line. At present, MediaTek has launched 5G chips such as Dimensity 1000/1000plus, Dimensity 800/820, and Dimensity 720.
The same is true for UNISOC. In 2019, it released the 5G multi-mode baseband chip V510, and in 2020, it released the 5G SoC platform Huben T7520 using a 6nm process, etc., to fully develop the 5G market.
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