Qualcomm 2022Q1 baseband market share first; ARM will sue Qualcomm-scripttoolbox.com

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Qualcomm 2022Q1 baseband market share first; ARM will sue Qualcomm

time：2023-04-02 09:55:59 source：scripttoolbox.com author：Computer machine

Qualcomm 2022Q1 baseband market share first; ARM will sue Qualcomm

Recently, the research institute Strategy Analytics released the baseband chip report for the first quarter of 2022, and the report pointed out that 5G continues to be a growth engine. For the ninth consecutive quarter, the cellular baseband processor market posted double-digit revenue growth. In Q1 2022, baseband revenue will increase by 20% to $8.8 billion, while unit shipments will decline by 6%. Among them, Qualcomm firmly occupies the first place in the baseband chip market with a share of 59.5%, MediaTek ranks second with a share of 26.7%, and Samsung LSI ranks third with a share of 5.8%. Strategy Analytics also pointed out that with Qualcomm and Samsung reaching a new agreement, Qualcomm's market share is expected to further increase. If Apple's self-developed modem isn't ready by 2023, Qualcomm's X70 modem remains Apple's fallback option. Strategy Analytics estimates that Apple contributes more than $5.5 billion in chipset revenue to Qualcomm. In addition, according to foreign media news, on Wednesday local time, Arm, a chip company under SoftBank Group, announced that the company has filed a lawsuit against Qualcomm and Nuvia, a chip design company recently acquired by Qualcomm, accusing it of violating licensing agreements and infringing registered trademarks. Arm applied to the court for an injunction, hoping to force Qualcomm to destroy designs developed under Nuvia's licensing agreement with Arm. Arm believes that it must obtain a license from the company to transfer these designs to Qualcomm. The reason for this is that Qualcomm wanted to spend $1.4 billion to acquire Nuvia last year. ARM said its license with Nuvia expired in March of this year. However, because of the acquisition, on the one hand, Qualcomm took the licensing evidence signed between ARM and Nuvia as its own, and on the other hand, Nuvia, which lost the license, continued to develop IP under the banner of Qualcomm. According to ARM, they do not allow such transfers. Judging from ARM's position, they have communicated with Qualcomm privately many times in the past year, but there was no result, so they had to tear their faces and go to court. Although Arm is Qualcomm's most important technology partner, the outside world said that from the perspective of this lawsuit, it seems that there may be a major crack in the relationship between the two. Qualcomm has relied on Arm's technology since it stopped designing its own custom computing cores. But the two sides have diverged in recent years. According to reports, some Qualcomm insiders privately complained that Arm's innovation rate was too slow, causing Qualcomm's chip performance to lag behind Apple's processors. Qualcomm bought Nuvia, founded by a former Apple chip architect, in order to restart the computing core customization business, different from the standard Arm design currently used by competitors such as TSMC. Legal experts analyzed that if ARM wins the case, Qualcomm may be forced to give up all ARM chip products designed by Nuvia during this period, including the revolutionary PC processor that Qualcomm had previously announced, which was originally planned to be commercialized next year.

(Responsible editor：A main board)

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