Your phone just like your PC or car is mixture of components from many manufacturers. Only Samsung is able to supply at least itself with 80% of the components.
[SIZE=5]CPU/SOC – The brains of every smartphone[/SIZE]
Mediatek, Qualcomm and Unisoc are the top 3 names in smartphone processors with a market share of 35%, 31% and 16% respectively as of Q3 2022. Mediatek processors are used in a number of Android smartphones. They focus on powering low, mid and upper-mid tier smartphones which are the majority especially in emerging markets like Asia and Africa.
[SIZE=5]Display – Your primary interaction with your smartphone[/SIZE]
There are a few major players in smartphone display manufacturing. Samsung Display, BOE and LG Display. These 3 companies account for 73% of the global smartphone display market with Samsung Display’s slice at 49%, BOE at 16% and LG at 8%.
Samsung Display produces OLED panels for Samsung, Apple, Xiaomi, OnePlus, Oppo, ZTE, Hisense just to name a few. BOE produces OLED panels for Huawei, Apple, Oppo and Vivo and LG Display produces panels for Apple, Nokia and Samsung.
[SIZE=5]Cameras[/SIZE]
The 3 biggest smartphone camera sensor manufacturers are commanding 83% of the total market share. These include Sony with 44%, Samsung with 30% and OMNIVISION with 9%.
Sony cameras are used in Sony, Apple, Samsung, Huawei, Xiaomi, Pocophone, RealMe, Oppo, Vivo and ZTE smartphones amongst others. Samsung camera are being used in Samsung, Xiaomi, Vivo, ZTE, Google and Tecno smartphones and OMNIVISION can be found in Xiaomi, Realme, Motorola, Poco, Realme, Oppo, Huawei, OnePlus, Honor, Sharp amongst others.
[SIZE=5]RAM & Storage[/SIZE]
Samsung, SK Hynix and Micron are the 3 biggest smartphone DRAM and NAND Flash Memory manufacturers with a combined 95.4% and 86% market share respectively. Samsung is ontop with a smartphone RAM market share of 43.5% and a smartphone storage market share of 49%.
SK Hynix comes second in both categories with a 27.4% market share in smartphone RAM and 23% market share in smartphone storage. Micron comes in 3rd in both categories with a smartphone RAM market share of 24.5% and a smartphone storage market share of 14%.
[SIZE=5]Batteries[/SIZE]
Batteries are the final major smartphone component we will cover and 82% of this market is controlled by Amperex Technology, LG and Samsung. Market share for these 3 looks like this. Amperex Technology sits at 42%, LG sits at 22% and Samsung rounds up the set at 18%.
OTHERS
Bosch, Siemens, Alcatel, Motorola, Nokia they make various sensors such as proximity, GPS, Gyros, antennas
[SIZE=6]Samsung is everywhere[/SIZE]
Samsung is one of the few electronics companies with a business in every major component that comes in smartphones. They decided to double down on the consumables but also play a hand in the smartphone game.
However the key takeaways are these. Smartphone makers do not manufacture in-house all the components that go into a smartphone. What they do is they design a smartphone and work with suppliers to streamline the production process so that production time and costs are cut.