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In the 5G chip supplier ranking, there is a domestic enterprise performance, it is Unigroup Zhanrui.
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According to data released recently by market research institute counterpoint, in the market share ranking of smart phone chips in the third quarter of 2021, Mediatek, Qualcomm, Apple, Zhanrui and Samsung ranked the top five.
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(Data from Counterpoint)
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Mediatek's market share was 40%, ranking first, down 3 percentage points from the second quarter. Qualcomm's market share was 27%, up 3 percentage points from the previous quarter. Apple's market share was 15%, up 1 percentage point from the previous quarter. Zhanrui market share reached 10%, an increase of 1.6 percentage points from the previous quarter. Samsung's market share was 5%, down 2 percentage points from the previous quarter.
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Combined with the performance of multiple quarters, the share of Mediatek and Qualcomm showed a trend of decline and decline, and Apple based on the stable performance of its own iPhone series mobile phones, smartphone chip shipments also remained stable.
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The rapid growth of Zhan Rui, from 2018, 2019 accounted for a relatively small, was included in other manufacturers (that is, can not see the logo and brand name), 2020 began to be counted separately, the market accounted for 4%, in 2021, the second quarter of this year doubled, up to 8.4%, the third quarter further increased to 10%, the first time to reach double digits. From the perspective of independent chip manufacturers, Zhanrui has ranked third, and the market share of Mediatek, Qualcomm and Zhanrui has reached 77%, forming a three-strong battle pattern.
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According to Counterpoint analyst Parv Sharma, the main change in market share in the quarter came from Zhanrui's strong penetration into the 4G SoC market. In 2021, Zhanrui smartphone chip shipments achieved three consecutive quarters of growth, reaching 10% in the third quarter. At the same time, Zhanrui has successfully expanded the brand customer base, in addition to Honor, realme, MOTOROLA, ZTE, Transsion, etc., Zhanrui products have also entered the Samsung Galaxy A series.
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In November 2021, Samsung released the Galaxy A03 Core phone overseas, equipped with the Zhanrui SC9863A. Recently, foreign media Winfuture broke out that Samsung is about to release a new Galaxy Tab A8 2021 tablet, which also uses Zhanrui Core T618.
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Previously, Zhanrui released the first three quarters of financial results, the performance is very good. In the first three quarters of 2021, Zhanrui's sales revenue increased by 117% year-on-year.
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Among the two business segments, first, the sales revenue of the consumer electronics business increased by 89% year-on-year, of which the sales revenue of the smartphone business increased by 168% year-on-year; The sales revenue of smart wearable business increased by 75% year-on-year; The sales revenue of 5G mobile phone business increased by 183% year-on-year. Second, the sales revenue of industrial electronics increased by 148% year-on-year, of which, the sales revenue of the wide-area Internet of Things business increased by 136% year-on-year; Local Internet of Things business sales revenue increased by 520% year-on-year; Industry intelligence business sales revenue increased 196% year-on-year.