Samsung tablet chip share less than 5%
I dont even have a Samsung tablet.
Taiwan MediaTeks aggressive market share expansion
Application processor Exynos 9810 installed in Samsung Electronics Galaxy Tab Active3. / Provided by Samsung Electronics
Samsung Electronics presence in the tablet PC chip market is fading. The rise of Taiwanese MediaTek is losing its place. Analysts say that Samsung Electronics strategy to become the worlds No. 1 in system semiconductors by 2030 has turned on a red light.
According to Strategy Analytics, a market research firm on the 17th, Apple of the United States had the highest share in the global tablet application processor market in the third quarter of last year with 60.1%. Intel ranked second with a market share of 13.3%. Taiwans MediaTek recorded a market share of 9.1% and took third place for the first time. Qualcomm and Samsung Electronics were pushed out of the rankings and formed ‘Other’. It is understood that Samsung Electronics tablet AP market share is less than 5%.
Apple iPad Air. /provided by Apple
AP for tablet PC is an integrated chip that gathers semiconductors that perform various functions in a device in one place. It is classified as a representative system semiconductor. It consists of a central processing unit, a graphic processing unit, a communication chip, and a memory. The absolute leader in this market is Apple, which puts the chips designed and developed by themselves on the iPad, the No. 1 tablet PC in the market. Intel is taking full advantage of the fact that it is an absolute powerhouse in PC processors and is also strong in the tablet PC market.
In the AP for tablet PC, Apple and Intel take 70% of the market, and latecomers battle for market share with the rest. So far, Qualcomm and Samsung Electronics have been up and down for the third place. However, recently, MediaTek in Taiwan has risen, and Qualcomm and MediaTek are competing.
As of the third quarter of last year, Apple ranked first in the tablet market with 17.5 million units and Samsung Electronics ranked second with 7.5 million units. Unlike Apple, which installs all of its APs on tablets, Samsung Electronics is passive in installing its APs. Qualcomms AP was also used in the Galaxy Tab S8 series, the latest tablet PC released last month. The entry-level Galaxy Tab A7 Lite and Galaxy Tab A8 released last year used APs from MediaTek and China UniSOC, respectively.
MediaTek mobile application processor Helio P35. /Provided by MediaTek
MediaTek is also standing out as the No. 1 smartphone AP in the market. According to market research firm Counterpoint Research, as of the fourth quarter of last year, MediaTeks market share was 33%. Qualcomm is closely following with 30%. Samsung Electronics, which once surpassed Apple with a market share of 14%, has continued to decline since the second quarter of 2020. The market share in the fourth quarter of last year was 4%, down 3 percentage points from the previous year. Samsung Electronics also gave up its 4th position in the smartphone AP market to UniSOC.
It is also difficult to rebound. This is because of the yield problem of Exynos. Accordingly, Samsung Electronics is installing more Qualcomm APs than Exynos in its flagship smartphone Galaxy S22. It is known that Qualcomm and Mediatek are collaborating with the Galaxy A series, which is scheduled to be unveiled on the 17th.
The Samsung Galaxy A12, which was unveiled in January last year and sold 50 million units a year for the first time in smartphone history, is also equipped with MediaTek AP Helio P35. Hwang Min-seong, a researcher at Samsung Securities, said, “We are concerned about the yield issue of 4nm Exynos this year. did.
An industry official said, “Samsung Electronics’ system semiconductors have increased their market share by adopting their products, but recently, they are being evaluated as being less competitive. A big crisis could come.”
☞ AP
It is an acronym for application processor as a semiconductor that acts as the brain of a smartphone. It is an integrated semiconductor that collects core functions necessary for product operation, such as CPU, GPU, and 5G communication chip.
