Strategy Analytics: Qualcomm Dominates With 52 Percent Revenue Share in Cellular Basebands in Q2 2021

Rhea-AI Summary

Global cellular baseband market reached $7.2 billion in Q2 2021 with a 16% growth. Qualcomm leads the market with a 52% revenue share, followed by MediaTek at 30% and Samsung LSI at 10%. Meanwhile, 5G basebands comprised nearly two-thirds of total revenue. Notably, Sequans and Nordic Semiconductor faced challenges due to supply constraints but are expected to expand in 2022. HiSilicon suffered an 82% shipment drop due to trade sanctions, impacting their market position significantly.

Positive

• Qualcomm maintains a dominant position with a 52% revenue share in Q2 2021.
• 5G basebands accounted for almost two-thirds of baseband revenue, demonstrating strong market demand.

Negative

• Sequans and Nordic Semiconductor experienced supply constraints, affecting their performance in Q2 2021.
• HiSilicon saw an 82% decline in shipments due to trade sanctions.

5G Basebands Capture 63 Percent Revenue Share

BOSTON--(BUSINESS WIRE)-- According to Strategy Analytics, the global cellular baseband market grew 16 percent to $7.2 billion in Q2 2021.

Figure 1. 2Q 2021 Baseband Processor Market (Source: Strategy Analytics, Inc.)

The Strategy Analytics' Handset Component Technologies (HCT) research report "Baseband Market Share Tracker Q2 2021: Qualcomm Leads with 52 Percent Revenue Share" estimates Qualcomm, MediaTek, Samsung LSI, Unisoc and Intel captured the top-five cellular baseband revenue share spots in Q2 2021. HiSilicon, on the other hand, saw its shipments decline 82 percent during the quarter, thanks to trade sanctions.

• Qualcomm led the baseband market with a 52 percent revenue share in Q2 2021, followed by MediaTek with 30 percent and Samsung LSI with 10 percent.
• 5G basebands accounted for almost two-thirds of baseband revenue in Q2 2021.
• Cellular IoT baseband players Sequans and Nordic Semiconductor took a hit due to supply constraints in Q2 2021 but are poised to grow significantly in 2022.

Sravan Kundojjala, author of the report and Associate Director of Handset Component Technologies service at Strategy Analytics, commented, "Qualcomm led the 5G baseband market with a 68 percent unit share, despite increased competition from MediaTek. For the third straight quarter, Qualcomm shipped over 100 million 5G basebands in Q2 2021, thanks to its strong relationships with smartphone OEMs and semiconductor foundries. Strategy Analytics believes that Qualcomm's 5G-driven growth story will continue through the rest of 2021 and 2022."

According to Christopher Taylor, Director of the Strategy Analytics RF & Wireless Components service, added, "MediaTek more than doubled its baseband revenue in Q2 2021 as its 5G Dimensity chips continued to gain traction. However, strategy Analytics believes that MediaTek's growth momentum will slow down in 2H 2021 compared to 1H 2021, driven by capacity constraints. Unisoc, on the other hand, saw its LTE shipments jump 169 percent during the quarter, driven by competitive Tiger-branded portfolio."

Source: Strategy Analytics, Inc.

About Strategy Analytics

Strategy Analytics, Inc. is a global leader in supporting companies across their planning lifecycle through a range of customized market research solutions. Our multi-discipline capabilities include: industry research advisory services, customer insights, user experience design and innovation expertise, mobile consumer on-device tracking and business-to-business consulting competencies. With domain expertise in: smart devices, connected cars, intelligent home, service providers, IoT, strategic components and media, Strategy Analytics can develop a solution to meet your specific planning need. For more information, visit us at www.strategyanalytics.com.

For more information about Strategy Analytics

Service Name: Handset Component Technologies
Service Name: RF and Wireless Component Service

View source version on businesswire.com: https://www.businesswire.com/news/home/20210922005184/en/

Report contacts:

European Contact: Stephen Entwistle, +44 (0)1908 423 636, sentiwstle@strategyanalytics.com

US Contact: Christopher Taylor, +1 617 614 0706, ctaylor@strategyanalytics.com

Asia Contact: Sravan Kundojjala, +44(0) 1908 423 638, skundojjala@strategyanalytics.com

Source: Strategy Analytics

FAQ

What was the global cellular baseband market revenue in Q2 2021?

The global cellular baseband market reached $7.2 billion in Q2 2021.

Who led the baseband market in Q2 2021?

Qualcomm led the baseband market with a 52% revenue share in Q2 2021.

How much of the baseband revenue came from 5G in Q2 2021?

5G basebands accounted for almost two-thirds of total baseband revenue in Q2 2021.

What impact did trade sanctions have on HiSilicon's performance?

HiSilicon experienced an 82% decline in shipments in Q2 2021 due to trade sanctions.

What companies are positioned to grow in 2022 despite Q2 challenges?

Sequans and Nordic Semiconductor are poised for growth in 2022 despite Q2 supply constraints.