The chipset giants like MediaTek and Qualcomm are facing a drop in shipments as proprietary SoCs from Google and Samsung gain share in 2026. Mediatek’s SoC share has decreased from 37% to 32%, while Qualcomm’s share fell to 22% from 26%. Google, Samsung, and UNISOC have gained SoC share, but the loss from the manufacturers behind the Snapdragon 8 Gen series and the Dimensity lineup has been divided relatively evenly. Meanwhile, Apple, Samsung, Google and UNISOC posted sturdy shipment growth during the period, each for distinct reasons detailed below. The rise is causing manufacturers to increase device prices to compensate for component costs, and with a reported 300% increase in memory costs YoY, SoC costs no longer account for the bulk in each shipment.