据市场调查机构 Counterpoint Research 近日发布的多张信息图汇总报告，2023 年第 3 季度全球半导体、晶圆代工份额和智能手机应用处理器（AP）份额情况。按照出货量计算，2023 年第 3 季度联发科以 33% 的份额主导了智能手机 SoC 市场，中低端新款智能手机的推出增加了天玑 7000 系列的出货量。联发科还为天玑 9300 引入了生成式 AI。高通在本季度占据了 28% 的份额。高通由于骁龙 695 和骁龙 8 Gen 2 芯片组的高出货量，2023 年第 3 季度的出货量环比增长。此外，三星 Galaxy Fold / Flip 系列中骁龙 8 Gen 2 的关键设计胜利也为这一增长作出了贡献。按照营收额计算，高通在 2023 年第三季度以 40% 的收入份额主导了 AP 市场。由于三星旗舰智能手机和中国原始设备制造商采用骁龙 8 Gen 2，高端细分市场推动了该品牌的增长。就收入而言，苹果在 2023 年第三季度的 AP SoC 市场占有 31% 的份额。由于 iPhone 15 和 iPhone 15 Pro 系列的推出，苹果的份额环比增长了 23%。联发科技以 15% 的份额位居第三，占全球智能手机 AP / SoC 总收入的 15%。
新闻翻译：
A report by market research firm Counterpoint Research was released recently, which summarizes the market share of semiconductors, wafers, and smartphone application processors (AP) in the third quarter of 2023. According to shipments, MediaTek took the lead in the smartphone SoC market with a 33% share, while the launch of mid-range smartphones added to the shipment of T玑 7000 series. MediaTek also introduced AI-generating technology for T玑 9300. In contrast, Qualcomm held a 28% share in the AP market due to the high shipments of Snapdragon 695 and Snapdragon 8 Gen 2 chips. The key design victory of Snapdragon 8 Gen 2 in Samsung’s Galaxy Fold / Flip series also contributed to this growth. According to revenue, Qualcomm dominated the AP market with a 40% share in the third quarter, while Apple took 31% of the market share in the AP SoC due to the launch of iPhone 15 and iPhone 15 Pro series. MediaTek ranked third, accounting for 15% of the total revenue of global smartphone AP / SoC.
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