TSMC’s 70% share in the production of mobile chips in the first quarter of 2022

According to the statistics of the results of the global chip production market survey by the Counterpoint Institute, the Taiwanese chip manufacturer TSMC has captured 70% of the production of mobile chipsets in the first quarter of 2022. These statistics include SoC systems and discrete application processors and individual modems.

From January to March, the supply of mobile chips decreased by 5%. The decline that occurred during this period is due to a series of seasonal factors, the current geopolitical situation and the oversupply in the last quarter of 2021.

But if you examine this industry in terms of revenue, we see an annual growth of 23%. This annual growth has been accompanied by a significant increase in more expensive products equipped with 5G technology.

This Taiwanese company produced approximately 69.9% of all mobile phone chips in the first quarter of 2022. Meanwhile, the remaining 30% was Samsung’s share. Other companies that are also active in this market took 0.1% share of these products.

In the section of products manufactured with advanced technologies with 4.5 nm standards, TSMC’s share is 40%, and Samsung is the leader with 60% share.

Senior research analyst Parv Sharma has stated this about the future of this market:

The production of chips is an advanced technology business that has created a bipolarity for the production of advanced chipsets for smartphones. Together, TSMC and SAMSUNG are in charge of the entire world chip market and control it, but TSMC in terms of The scale is more than twice that of Samsung.

Of course, TSMC’s costs are higher than its competitors, and this company has invested in 3, 4 and 5 nm chip manufacturing facilities, WFE and 3D packaging in 2021 to 2023 to respond to the growing needs of the market; Because of this, this company will be able to get a bigger share in advanced processes.