5G basebands captured 2% volume share & 8% value share in CY 2019; Qualcomm topped the 5G baseband market with 53% volume share...
The global cellular baseband processor market declined 3 percent year-over-year to reach $20.9 billion in 2019, according to Strategy Analytics Handset Component Technologies service report, “Baseband Market Share Tracker Q4 2019: 5G Basebands Capture Double-digit Revenue Share.”
2019 Baseband Revenue Share: $20.9B (Photo: Business Wire)
According to this Strategy Analytics research Qualcomm, HiSilicon,Intel, MediaTek, and Samsung LSI captured the top-five revenue share rankings in the global cellular baseband processor market in 2019. Qualcomm led the baseband market with 41 percent revenue share in 2019 followed by HiSilicon with 16 percent and Intel with 14 percent.
Sravan Kundojjala, Associate Director, commented, “The first year of 5G baseband market saw three different market leaders before Qualcomm widened its lead by late 2019. Strategy Analytics estimates that Qualcomm captured 53 percent unit share in the 5G baseband market in 2019. Qualcomm’s market-leading X50 family of 5G chips, RF front-end know-how, wide customer base and early pioneering work all contributed to its 5G baseband market leadership. Qualcomm is well situated to grab further 5G share in 2020, driven by both the upcoming iPhone 5G design-win and proliferation of mid-range Android 5G in China and elsewhere.”
According to Stuart Robinson, Executive Director of the Strategy Analytics Handset Component Technologies service, “MediaTek showed signs of recovery and improved its LTE baseband share through 2019. MediaTek captured multiple high volume LTE design-wins at Oppo, Vivo and Xiaomi with its new Helio P chips. Despite its missteps in 4G LTE, surprisingly MediaTek looks well prepared for 5G with Dimensity-branded 5G SoCs. Unisoc, the world’s third largest baseband vendor in terms of unit shipments, continued its recovery and registered a strong growth in its 2G and 4G baseband shipments in 2019. Unisoc is well positioned to capture long-tail 4G LTE demand as the market leaders shift their focus to 5G.”
Christopher Taylor, Director of the Strategy Analytics RF & Wireless Components service, added, “Intel saw its LTE shipments jump 74 percent in 2019, driven by Apple design-wins. Apple, which closed the acquisition of Intel’s 5G smartphone baseband business in late 2019, nowjoins vertical baseband vendors HiSilicon (Huawei) and Samsung LSI. Both HiSilicon and Samsung LSI performed strongly in the 5G baseband market in 2019. However, it is likely that Apple could wait for another three to four years before deploying its own 5G baseband in an iPhone. It is possible that Apple could experiment with non-iPhone 5G devices in the next two years.”