TSMC grabs 70% share of global smartphone chipset market

Taiwan Semiconductor Manufacturing Company (TSMC) has captured nearly 70 percent share of global smartphone chipset market in Q1, followed by Samsung Foundry at 30 percent market share, according to Counterpoint Research. TSMC for iPhonesTSMC captured the market from the complete System-on-Chip (SoC) to discrete Application Processors (AP) and cellular modems. Global smartphone chipset shipment declined 5 percent (on-year) in Q1 due to seasonality, weaker demand in China amid lockdowns and over shipping from some chipset vendors in Q4 2021. This decline was offset by strong growth in the chipset revenues which grew a healthy 23 per cent YoY in Q1 2022, as the chipset mix shifted towards costlier 5G smartphones. “TSMC and Samsung Foundry together control the entire smartphone chipset market and TSMC is more than double Samsung in terms of manufacturing scale and market share,” said senior research analyst Parv Sharma.