Qualcomm is helpless: Huawei and Honor both use Qualcomm chips, but still lose to MediaTek

Recently, the well-known organization CINNO Research released the shipment data of SoC chips in the Chinese smartphone market in the third quarter.

According to the data, MediaTek is still the champion, with a shipment of 28.8 million units, an increase of 9.3% month-on-month and a year-on-year increase of 24.6%, and this is also the fifth consecutive quarter that MediaTek surpassed Qualcomm and ranked first.

Qualcomm is still ranked second, with a shipment of 28.8 million units (the rounded result is 28.8 million units, but it is actually slightly less than MediaTek).

Apple, Huawei HiSilicon, and Ziguang ranked 3-5. Among them, Apple and Huawei HiSilicon both fell month-on-month, but Apple declined month-on-month, but increased year-on-year, with a growth rate of 15.3%, while Huawei fell by 22.7% month-on-month and 76.5% year-on-year.

As for Ziguang, it continued to maintain a high-speed growth trend and became a big dark horse. The month-on-month growth of 95.7% is equivalent to doubling, while the year-on-year growth rate reached 147 times. Of course, the growth rate is so high because the base is small, after all Only 4.1 million have been shipped now.

From this table, I think Qualcomm is actually quite helpless, because in the third quarter, Huawei and Honor both used Qualcomm chips, but in the end they still undefeated MediaTek, or only ranked second.

You must know that the P50 series released by Huawei in July uses Qualcomm chips, and Honor’s flagship mobile phones all use Qualcomm chips. In addition, Honor performed very well in the third quarter, and Huawei P50 also reflected in the third quarter. Yes, they all contributed to Qualcomm’s shipments, and I never thought that they still did not beat MediaTek.

But it is undeniable that, with the extensive use of Qualcomm chips by Huawei and Honor, MediaTek’s number one position is not expected to sit for long, because the same data from CINNO Research shows that in August and September, Qualcomm’s chip shipments have exceeded MediaTek.

That’s just because in July, Huawei and Honor did not use Qualcomm chips in large numbers, and Honor’s shipments were not high, making little contribution to Qualcomm, which ultimately lowered Qualcomm’s third-quarter results.

But as Honor’s shipments increase, Huawei’s sales pick up, and even Huawei’s partners’ sales pick up, Qualcomm’s share will get higher and higher, surpassing MediaTek, which is very likely.

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