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2021 State of the Mobile Baseband | Digits to Dollars

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2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.

We think there may a crisis brewing the mobile phone industry driven by changes in the chips that power, or fail to power, our smartphones. This is a post about Qualcomm, Mediatek and, of course, Apple. We are framing this as part of our regular survey of the mobile baseband market, which we have been publishing (mostly) annually for over a decade. This industry has changed a lot in recent years. And as we reviewed the industry, we realized that some of these changes have been so gradual that they may have slipped beneath the radar, but are nonetheless very important. Some Background Smartphon

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