Qualcomm vs. MediaTek Round N+1 Countdown

Qualcomm and MediaTek are the only two meaningful players in the smartphone baseband and application processor market. Samsung and Apple both have a strong presence but only support their own devices. Qualcomm and MediaTek are the only viable options for other smartphone OEMs like Xiaomi, Oppo, and Vivo. MediaTek is the market share leader regarding total units shipped, mainly in the mid to low-end devices. On the other hand, Qualcomm has a robust presence in the premium market and leads the market in terms of revenue.

MediaTek has been trying to push into the premium segment for several years, especially with the 5G proliferation and the launch of the Dimensity series last year. The push has only seen limited results so far, with only a handful of devices adopting the premium tier Dimensity 1000 processors in 2021. Earlier this week, the company announced the latest Dimensity 9000 processor, its latest effort to create a flagship SoC with a very long list of features and specifications. It is also the first piece of silicon built on TSMC’s 4nm process nodeAnandtech has a comprehensive introduction of the new SoC for anyone interested. Check out the Futurum Research article on why the Dimensity 9000 is not a legitimate premium SoC for those who might be cynical. 

Qualcomm is not sitting still either. On November 30th, Qualcomm is expected to announce its latest Snapdragon SoC called 8Gx Gen 1. Some leaked information is available online, but we would like to wait for the official announcement before making any predictions. But given that Qualcomm announced a 2-year customer commitment for premium devices from all major Chinese smartphone OEMs only two weeks ago, the odds seem to be in Qualcomm’s favor.

SEMICONDUCTORS

Esoterica's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. For full disclosures, click here.

Get the most lucid takes on where things are headed

Articles and educational writing for smarter investing.

How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio
How to Build a Three-Fund Portfolio

Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification
Asset Allocation for Diversification

How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles
How to Measure Economic Cycles

What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP
What Is GDP

How we can work together

See Our Solutions

Next

Generation

Investing

©2020, Esoterica Capital LLC (“ESOTERICA”). All content is original and has been researched and produced by ESOTERICA unless otherwise stated. No part of ESOTERICA’s original content may be reproduced in any form, or referred to in any other publication, without the express written permission of ESOTERICA. The content is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect to any products or services for any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.



Certain of the statements contained on this website may be statements of future expectations and other forward-looking statements that are based on ESOTERICA's current views and assumptions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. All content is subject to change without notice. All statements made regarding companies or securities or other financial information on this site or any sites relating to ESOTERICA are strictly beliefs and points of view held by ESOTERICA or the third party making such statement and are not endorsements by ESOTERICA of any company or security or recommendations by ESOTERICA to buy, sell or hold any security. The content presented does not constitute investment advice, should not be used as the basis for any investment decision, and does not purport to provide any legal, tax or accounting advice. Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that ESOTERICA's objectives will be achieved. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client. Professional money management is not suitable for all investors. For full disclosures, please go to our Terms & Conditions page.