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US trade ban to impact China 5G smartphone AP shipments, says Digitimes Research
Sean Lin, Peyton Cheng and Stella Weng, DIGITIMES Research, Taipei
The US trade restrictions on Huawei are set to have an effect on the general shipments of 5G mobile APs to the Chinese market in fourth-quarter 2020, and to vital change the panorama of China’s smartphone market in 2021, in accordance to Digitimes Research.
Demand for smartphone APs by Chinese handset makers is poised to cut back considerably within the fourth quarter of 2020 affecting the market share of associated AP suppliers.
MediaTek is predicted to see its share in China’s smartphone AP market drop to 23% for the second half of 2020, whereas Qualcomm will handle to ramp up its share to 28% throughout the identical interval, Digitimes Research estimates.
Thanks to the trade ban, Huawei smartphone market share in China is predicted to lose virtually 30pp to its home rivals Oppo, Vivo and Xiaomi in 2021.
Chinese chipmaker Unisoc Technologies might emerge as a substitute AP supply for China’s handset makers on the expense of Huawei’s chipmaking arm, HiSilicon Technologies, which can be topic to the US trade ban. However, Unisoc continues to be lagging behind different distributors by way of 5G expertise, preventig it from changing into a serious participant within the mobile AP market within the quick time period.
Although Oppo has established an R&D workforce to develop chips in home, the corporate’s preliminary goal is to develop chips for AIoT functions as a substitute of APs for smartphones.