Smartphone Design Win Monitor: discover the decisions that global manufacturers make

System Plus Consulting delivers the first quarterly monitor dedicated to smartphones that reveals the latest component, packaging and silicon chip choices of Samsung, Apple and more.

Electronic costing and technology experts at System Plus Consulting have released the Smartphone Design Win Monitor which provides unique industry insight into the latest component, packaging and silicon chip choices of smartphone makers.

Infographic Smartphone Design Win Monitor Q1 2021 surfaces
Infographic Smartphone Design Win Monitor Q1 2021 count

Targeting financial investors, device maker marketing teams, companies involved in the supply chain for equipment, packaging, materials and more, the quarterly update offers a clear view of the semiconductor companies leading this rapidly growing market, drawing comparisons between OEMs and including easily digestible information on the supply chain and technology evolution.

Jean Christophe Eloy CEO Yole Développement

As Jean-Christophe Eloy, President and CEO of Yole Développement (Yole), partner to System Plus Consulting, says: “The Monitor provides detailed data and an understanding of the technical and strategy choices made by the key mobile phone makers, in terms of the supply chain.”

“For example, it answers questions such as which smartphone manufacturer is choosing which type of supplier for a certain device? It also links this data to detail how devices are being packaged,” he adds. “By aggregating our data we are showing the global trends and if a company is following those trends or taking a different strategy.”

Romain Fraux System Plus Consulting

Much of the detail provided in the Smartphone Design Win Monitor is based on teardowns from System Plus Consulting, which uncover the innovative design features and new semiconductor components within a smartphone. “You can often find some online data on, say, chipset providers, but this will only provide a small part of the entire picture,” says Romain Fraux, CEO of System Plus Consulting. “With our quarterly Smartphone Design Win Monitors, we are providing an exhaustive view of the content of the smartphones we’ve analysed in terms of technology choice, based on our many teardowns.”

Data matters

Each Smartphone Design Win Monitor looks at 8 representative handsets per quarter, tracking the shipment market share – so if one vendor has 20% market share then around 20% of the  phones analysed will come from that vendor..

“The Monitor includes a database with historical and latest information, providing a one year view so readers can understand trends on an annual basis,” explains Audrey Lahrach, Technology & Cost Analyst, deeply involved in the development of the Smartphone Design Win Monitor at System Plus Consulting.

Detail is provided on the phone and IC manufacturer with, for example, data and graphs illustrating the design wins per vendor from quarter to quarter. Indeed, in the most recent quarterly update, Qualcomm has a clear lead on design wins, followed by Qorvo and Murata.

Likewise, data on design wins per nationality – which represents the country of a company’s headquarters – are provided. Latest figures reveal how the US has captured a mighty 47% of design wins, a figure that had changed very little from the previous quarter.

Data is also provided on package footprint per vendor, category and packaging technology. For example, in the latest Monitor, Qualcomm and Samsung are leading the pack on footprint but huge variations are seen from quarter to quarter.

In a similar vein, recent data on electronic bill of materials – eBOM – reveals that, at least for now, memory is driving the cost of phones. And data on die, wafer and technology indicates that Samsung – a key provider of memory chips – now leads die area utilization.

Leading-edge technologies

The Smartphone Design Win Monitor also tracks leading-edge technologies, providing quarterly data on technology nodes including 14 nm down to 5 nm. As Fraux points out, huge investments worldwide from the likes of TSMC and SK Hynix, underpin this technology node right now, making this metric one to watch.

“We’ve all heard about the buzz in Europe, the US, Taiwan and South Korea surrounding investments to establish a supply chain for these leading-edge technologies,” says Fraux. “So it’s really important to track how these technology nodes are being used in the die area of smartphones.”

Latest quarterly figures indicate that technology nodes of 14 nm down to 5 nm represent 27% of die area in devices. Importantly, combining the latest quarterly data with analysis from Yole, the Monitor reveals that around 1.9 million units of 12-inch wafers are shipped using  these technology nodes. Meanwhile some 2.2 million and 1.0 million units of 12-inch wafers are shipped with the legacy 28-16 nm and 90-32 nm nodes, respectively.

“You won’t see a metric like this anywhere else,” highlights Fraux. “For silicon wafer manufacturers, for example, this is so important as you can understand your market in terms of wafer size, technology and other segments.”

All eyes on RF

Each Monitor also focuses on the various smartphone components – application processors, memories, cameras, other sensors, RF chips and passives – with graphs and analyses explaining key technology evolutions.

Thanks to 5G, Yole had predicted double-digit growth for RF Front-End and connectivity markets from 2020 to 2025, so tracking the evolution of RF components and OEM strategies is crucial for many industry players. As part of this, the latest Smartphone Design Win Monitor looks at the die area occupied by RF components including WiFi, Bluetooth, GPS, transceivers and front-end chips. Data reveals how the four handsets from Apple and Samsung have a far larger dies area than smartphones from other manufacturers, in line with the fact that these devices are fitted with 5G mmWave chips from Qualcomm.

“This and future Monitors will really be based on exactly what we have found for each of the phones we’ve opened up and looked at in detail,” says Eloy. “We are providing a bottom-up analysis where we move from each component found in each mobile phone and combine all of the data to understand exactly what’s happening in the industry.”


Romain Fraux is the CEO of System Plus Consulting, part of our Yole Group of companies. System Plus Consulting’s activities are dedicated to reverse costing analyses of electronics, from semiconductor devices to electronic systems.

Supporting industrial companies in their development, Romain and his team are offering a complete range of services, costing tools and reports. They deliver in-depth production cost studies and estimate objective selling price of a product, all based on a detailed physical analysis of each component in System Plus Consulting laboratory.

Romain has been working for System Plus Consulting for more than 15 years and was previously the company’s CTO.

He holds a bachelor’s degree in Electrical Engineering from Heriot-Watt University of Edinburgh (Scotland), a master’s degree in Microelectronics from the University of Nantes (France), and a Master of Business Administration.

Audrey Lahrach serves as a Technology & Cost Analyst, MEMS, Sensors & Display at System Plus Consulting, part of Yole Développement.

With significant expertise in the field of MEMS & sensors, including inertial, pressure and gas, as well as in the field of display technologies, Audrey produces reverse engineering & costing analyses while also running custom projects. Her mission is performed in collaboration with the laboratory team, and together they define the objectives of the analyses and determine the methodologies to reveal the structure of the devices and all materials required for their development and production. Audrey’s aim is to determine and understand the technology choices made by the leading sensing companies, from the materials to the device itself.

Thanks to her previous experience with CMOS image sensors and camera manufacturing, Audrey is also involved in the development of System Plus Consulting’s imaging activities.

Audrey holds a master’s degree in Microelectronics from the University of Nantes (France).

Jean-Christophe Eloy is President and CEO of the Yole Développement company. Created in 1998, the market research & strategy consulting company has grown to become a group of companies providing marketing, technology and strategy consulting, media in addition to corporate finance services. His mission is to oversee the strategic direction of Yole Group of Companies.

With System Plus Consulting, Blumorpho, PISEO and Yole Développement, Yole Group of Companies has developed a unique understanding of technologies to accurately evaluate markets, applications, solutions and strategies.

With more than 70 analysts, including PhD and MBA qualified industry veterans, the group collects information, identifies trends, challenges, emerging markets, and competitive environments and then turns that information into results to give a complete picture of the industry’s landscape.

All year long, Jean-Christophe builds deep relationships with leading semiconductor companies, discussing and sharing information across his global network. His aim is to get a comprehensive understanding of their strengths and guide their success.

About the Smarphone Design Win Monitor

Smartphone Design Win Quarterly Monitor

The first-ever smartphone technology monitor covering the latest components, packaging, and silicon chip choices of smartphone makers.

Related monitors, tracks & reports

Camera Module Comparison 2021 Vol.1 - Flagships 2020 - Samsung Huawei Apple - System Plus Consulting

Camera Modules Comparison 2021 – Vol. 1

Technology and cost comparison of visual spectrum cameras in the 2020 flagships: the Apple iPhone 12 Pro Max, Samsung Galaxy S20 Ultra, and Huawei P40 Pro.

RF Front-End Module Comparison 2021 – Vol. 1 – Focus on Apple - Contents Overview – iPhone SE & iPhone 12 - System Plus Consulting

RF Front-End Module Comparison 2021 – Vol. 1 – Focus on Apple

Technical and cost overview of the evolution of the radio frequency front-end module technologies integrated in the Apple iPhone series from 2016 – 2020.

Phone Teardown Tracks Module

System Plus Consulting’s Teardowns uncover innovative design features and new semiconductor components to guide enterprises toward more streamlined solutions in future designs.

NAND Quarterly Market Monitor

After a difficult finish to 2020, the NAND market outlook improves in early 2021.

DRAM Quarterly Market Monitor

The DRAM rocket ship is fueled up and ready for blast off to reach 120B$ by 2022 due to limited supply coupled with resurgent demand.

Application Processor – Quarterly Market Monitor BD

Processor Quarterly Market Monitor

While finding new application, and sustaining the established ones, CPUs, GPUs, and APUs hold the keys to the next ten years of the processor market.

Advanced Packaging Quarterly Market Monitor

Advanced Packaging Quarterly Market Monitor

FCCSP packaging market to rise to new heights reaching $10B+ in 2026 driven by mobile & consumer applications.

YINTM21155Q1-CIS Market Monitor 2021_cover_BD

CMOS Image Sensor Quarterly Market Monitor

The CIS industry is still growing fast, but 2021 may have some worries.


Related presentations

Cet article vous a plu ?

Partagez-le sur vos réseaux sociaux