Q1 2015 미디어텍 LTE share 두자리수 상승

지난 글에서 2014년 year to year로 집계된 data를 정리한 적이 있는데요. 그 이후로 상황이 많이 바뀌었네요. LTE provider에서 Mediatek이 10%로 독보적 2위로 성장하고 삼성도 S6에 자체 모뎀을 넣음으로서 많이 성장했다고 합니다. 자세한 data는 회사 라이브러리가 업데잇이 안되서 확인이 안되네요.

2014 y2y - Mobile AP Processor 시장 점유율과 이익

trategy Analytics: MediaTek Captures Double-Digit Share in LTE Basebands in Q1 2015

Boston, MA - July 1, 2015 - The global cellular baseband processor market registered strong 27 percent year-over-year growth to reach $5.8 billion in Q1 2015, according to Strategy Analytics Handset Component Technologies service report, "Baseband Market Share Tracker Q1 2015: Samsung LSI Grabs Number Three LTE Spot ."

Click here for the report:  http://sa-link.cc/JI

·         Samsung LSI beat out Qualcomm's Snapdragon 810 in Samsung Mobile's Galaxy S6 and moved up to number three in LTE baseband shipments

·         The wait for the strong number two player in LTE basebands is over and MediaTek has now firmly established itself as the solid number two to Qualcomm

·         In the global 3G baseband market Spreadtrum overtook MediaTek to capture the number two spot

According to this research report from Strategy Analytics, Qualcomm, MediaTek, Spreadtrum,Samsung LSI and Marvell captured the top-five baseband revenue share spots in Q1 2015. Qualcomm maintained its baseband market leadership with 61 revenue share, followed by MediaTek with 18 percent revenue share and Spreadtrum with 7 percent revenue share.

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Qualcomm, Inc. Top Position In LTE May Be Threatened By Rising Competition

The company was quick to jump on the 4G LTE technology, as it became popular in 2012

• QCOM
• AAPL
 
• SSNLF

By: MARTIN BLANC

Published: Jul 7, 2015 at 12:40 pm EST

Qualcomm, Inc. (NASDAQ:QCOM) is still at the first position in terms of market share in cellular radios, but the company’s competitors are trying to bridge the share gap. Cellular radios link smartphones to wireless networks.

At present, the semi-conductor company holds 61% of the global 3G/4G mobile market. The percentage is based on revenues according to Strategy Analytics, a market research firm. Although it’s an astounding figure, it fell from 66% that was reported during the same quarter, last year.

It should be noted that the total 3G/4G semiconductor market is on a growth trajectory, and has risen to $5.8 billion, depicting a 27% year-over-year (YoY) increase. Qualcomm was quick to jump in the 4G LTE technology market in 2012, when the technology was becoming widely adopted. This early initiative helped the company grab a lead over its rivals, as it supplied LTE cellular chips to smartphone vendors, which included Apple Inc. (NASDAQ:AAPL).

Sravan Kundojjala, the associate director of strategy analytics, spoke about the development, and stated that competitors would eventually catch up, and take some of Qualcomm’s market. He said: “The wait for the strong No. 2 player in the LTE baseband market is over and MediaTek has now firmly established itself as a solid No. 2 to Qualcomm.”

In terms of LTE radio market share, Qualcomm is on top again, with 70% market share in the first quarter. MediaTek holds the second place, and has a 10 % share. Last year, during the same quarter, Qualcomm commanded an even higher LTE market share – at 90% – whereas last year, MediaTek was not shipping LTE radio devices in large numbers.

Qualcomm suffered a setback when Samsung Group (OTCMKTS:SSNLF) started to develop its own 4G LTE radio chip for the new flagship Galaxy S6 series. Samsung has a substantial share in the smartphone market, and ships millions of its S6 and S6 Edge devices. This helped the company jump to third place in the LTE market.

http://www.bidnessetc.com/47179-qualcomm-inc-top-position-in-lte-may-be-threatened-by-rising-competition/