The cellular baseband market grew 16 percent to $7.2 billion in Q2 2021, according to Strategy Analytics.
The report said Qualcomm, MediaTek, Samsung LSI, Unisoc and Intel captured the top-five cellular baseband revenue share spots in Q2 2021. HiSilicon saw its shipments decline 82 percent during the quarter, thanks to trade sanctions.
Qualcomm led the baseband market with 52 percent revenue share in Q2 2021, followed by MediaTek with 30 percent and Samsung LSI with 10 percent.
5G basebands accounted for almost two-thirds of baseband revenue in Q2 2021.
Cellular IoT baseband players Sequans and Nordic Semiconductor took a hit due to supply constraints in Q2 2021.
Qualcomm shipped over 100 million 5G basebands in Q2 2021, thanks to its deals with smartphone OEMs and semiconductor foundries.
MediaTek more than doubled its baseband revenue in Q2 2021 as its 5G Dimensity chips continued to gain traction. MediaTek’s growth momentum will slow down in 2H 2021 compared to 1H 2021, driven by capacity constraints.
Unisoc, on the other hand, saw its LTE shipments jump 169 percent during the quarter, driven by competitive Tiger-branded portfolio.