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Friday, Jun 28
Qualcomm (QCOM) is losing Chinese smartphone processor share to MediaTek and Spreadtrum (SPRD),...
Qualcomm (QCOM) is losing Chinese smartphone processor share to MediaTek and Spreadtrum (SPRD), says TrendForce. Qualcomm's share is believed to have fallen to 33%. For reference, Strategy Analytics put Qualcomm's global baseband chip share at 59%. MediaTek is seen having a 52% Chinese processor share, and Spreadtrum (fresh off preannouncing a blowout Q2) an 11% share; both have been very aggressive with pricing. Qualcomm is trying to strengthen its hand by launching cheap quad-core processors and courting reference design wins. The launch of Chinese 4G services could eventually boost Qualcomm's share. IDC estimates Chinese smartphone sales rose 117% Y/Y in Q1, and made up 36% of global shipments.