MediaTek D9300 shipment estimated at 1~1.5M units, Qualcomm 8 Gen 3 at 5~6M units in Y2023.

Key Takeaways:

• For MediaTek D9300:

• MediaTek is set to launch its flagship chipset, Dimensity 9300 (D9300), in 4Q23, with an expected shipment of 1-1.5 million units in Y2023.
• OPPO and vivo are likely to adopt the D9300 chipset for their upcoming smartphone models. vivo may be the first to use it in the X100 model in 2H23, while OPPO may incorporate it into the Find X7 in 1Q24.
• The previous MediaTek chipset, Dimensity 9200 (D9200), launched in 4Q22, is expected to ship 6~6.5M units in Y2023. OPPO, vivo, and Xiaomi are projected to procure 1~2M, 3~4M, and 0.8~1.2M units of D9200, respectively.

• Qualcomm 8 Gen 3 (SM8650):

• Qualcomm is planning to release its flagship chipset, 8 Gen 3 (SM8650), in 3Q23, with an estimated shipment of 5~6 million units in Y2023.
• Xiaomi is expected to procure the most SM8650 units among Chinese smartphone brands for its Mi 14 series. Other brands such as vivo, OPPO, OnePlus, and Honor may also adopt SM8650 for their upcoming models in 1Q24.

• Honor and Xiaomi are likely to rely more on Qualcomm for their premium flagship smartphones, while vivo may lean towards MediaTek. The depth of OPPO's collaboration with Qualcomm remains to be seen following the closure of its Zeku chip development division.

Full insights are delivered in June 16th weekly report.