5G is transforming the cellular device market, with the cellular baseband processor playing a central role. For leading suppliers Qualcomm, MediaTek, HiSilicon and Samsung, new processor features and capabilities such as higher data rates and artificial intelligence will help bolster demand and average selling prices, leading to market growth above recent historical trends under LTE.
This report recapitulates our past four Quarterly Baseband Tracker reports, and extrapolates recent trends in systems, chip shipments and market share five years into the future.