Jiwei.com reported on March 22 that according to a research report released by Strategy Analytics, the tablet application processor (AP) market resumed growth in 2020 after five consecutive years of declining shipments. The 2020 COVID-19 pandemic drove the trend of remote work and learning and boosted strong demand for tablet application processors. The tablet application processor market revenue increased by 36% year-on-year in 2020 to US$2.6 billion; at the same time, shipments increased by 26% year-on-year.
Apple, Intel, Qualcomm, MediaTek, and Samsung LSI occupied the top five tablet AP revenue shares in 2020. Apple maintained its leading position in the tablet AP market with 48% revenue share, followed by Intel (16%) and Qualcomm (14%).
Strategy Analytics analysts predict that in 2020, Arm-based tablet application processor shipments will account for 89% of total tablet application processor shipments. The release of the M1 by Apple Mac, Qualcomm's acquisition of Nuvia, and Nvidia's proposed acquisition of Arm all indicate that the mobile computing market is increasingly interested in the Arm ecosystem. It is expected that the battle for mobile computing CPUs will bring more competition and innovation to the market in the next two years.
尽管2020年经历了新冠疫情,但平板电脑应用处理器市场却实现了六年以来最高收益和出货量。所有领先的平板电脑应用处理器供应商,包括苹果,英特尔、高通、联发科和三星LSI的出货量均出现显著增长。Strategy Analytics预测,受远程工作和学习需求的持续推动,这种增长趋势将持续到2021年。
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