{"id":40108,"date":"2026-07-31T08:52:08","date_gmt":"2026-07-31T06:52:08","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\/"},"modified":"2026-07-31T08:52:09","modified_gmt":"2026-07-31T06:52:09","slug":"soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\/","title":{"rendered":"SoC smartphone in calo nel 2026: Apple sale e si avvicina a Qualcomm"},"content":{"rendered":"\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Bebas+Neue&amp;family=DM+Sans:ital,wght@0,300;0,400;0,500;0,600;0,700;1,400&amp;display=swap\" rel=\"stylesheet\">\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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}\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-ms8l48uq-pj9hy\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Il mercato dei chip per smartphone ha rallentato in modo netto nella prima met\u00e0 del 2026. Le stime preliminari di Counterpoint indicano un calo globale delle spedizioni di SoC pari al <strong>15% su base annua<\/strong>, un segnale che riflette la frenata della domanda e la pressione crescente sui costi di produzione dei telefoni.<\/p><p>Il dato pi\u00f9 interessante riguarda per\u00f2 gli equilibri tra i fornitori: mentre MediaTek e Qualcomm arretrano entrambe di oltre un quarto, Apple, Samsung, Google e Unisoc mettono a segno una crescita. In particolare Apple sale al 19% di quota nel mercato SoC smartphone e riduce il distacco da Qualcomm a soli 3 punti percentuali.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/07\/soc-smartphone-in-calo-nel-2026-8550643d-2098-48ae-ac7b-b438-pwywtgxefz.png\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/07\/soc-smartphone-in-calo-nel-2026-8550643d-2098-48ae-ac7b-b438-pwywtgxefz.png\" alt=\"Counterpoint \u6570\u636e\uff1a\u5168\u7403\u667a\u80fd\u624b\u673a SoC \u51fa\u8d27 2026H1 \u540c\u6bd4\u4e0b\u964d 15%\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">mercato<\/div>\n        <h2>Il calo dei volumi colpisce i leader <span>storici del settore<\/span><\/h2>\n        <p>La flessione del comparto non sembra essere un semplice aggiustamento trimestrale. Counterpoint prevede infatti che l&#8217;intero 2026 possa chiudersi con un arretramento del 14%, confermando una fase di debolezza pi\u00f9 ampia per la filiera smartphone. In questo quadro, i due protagonisti tradizionali del mercato, MediaTek e Qualcomm, sono quelli che soffrono di pi\u00f9 sul fronte dei volumi.<\/p><p>Per MediaTek il punto critico \u00e8 la fascia medio-bassa 5G, dove la pressione competitiva si \u00e8 fatta pi\u00f9 forte. Qualcomm, invece, perde una parte del segmento premium a vantaggio di Samsung con <strong>Exynos 2600<\/strong>, segnale importante perch\u00e9 mostra come anche la fascia alta non sia pi\u00f9 blindata. Il quadro complessivo suggerisce quindi una redistribuzione delle quote pi\u00f9 che un semplice calo generalizzato.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">vendor<\/div>\n        <h2>Apple cresce con iPhone 17, mentre Unisoc guadagna <span>terreno nell&#8217;entry level<\/span><\/h2>\n        <p>La crescita di Apple \u00e8 legata al buon andamento della serie iPhone 17, che spinge in alto la quota dei suoi SoC fino al 19%. \u00c8 un risultato da leggere con attenzione perch\u00e9 riduce molto la distanza da Qualcomm e rafforza ulteriormente il peso di Apple nella catena del valore mobile, soprattutto nei modelli a margine pi\u00f9 elevato.<\/p><p>Anche Samsung, Google e Unisoc registrano progressi, ma per ragioni diverse. Unisoc beneficia della scelta di alcuni produttori di passare a piattaforme <strong>4G pi\u00f9 economiche<\/strong> nei modelli base, nel tentativo di contenere l&#8217;aumento dei costi. \u00c8 un passaggio rilevante perch\u00e9 conferma come il contenimento del prezzo finale stia tornando centrale, specialmente nei dispositivi pi\u00f9 accessibili.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">costi<\/div>\n        <h2>La memoria pesa pi\u00f9 del SoC, ma i chip per l&#8217;IA generativa <span>continuano a salire<\/span><\/h2>\n        <p>Uno dei fattori che spiega meglio la situazione attuale \u00e8 l&#8217;esplosione del prezzo delle memorie. Nel secondo trimestre del 2026 i prezzi risultano in aumento di oltre il 300% su base annua, al punto che il costo della memoria supera quello del SoC in tutte le fasce di prezzo. Per i produttori significa dover ribilanciare componentistica e posizionamento con maggiore attenzione.<\/p><p>Nonostante questa pressione, i SoC compatibili con funzioni di IA generativa continuano a crescere e nella prima met\u00e0 dell&#8217;anno segnano un aumento del 24%. Al contrario, il segmento entry level resta il pi\u00f9 fragile: le spedizioni di SoC per smartphone base potrebbero chiudere il 2026 con un calo superiore al 30%.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n<\/div><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/0\/984\/123.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px rgba(249,115,22,.08)\">Via<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Le spedizioni globali di SoC smartphone calano nel primo semestre 2026, mentre Apple guadagna quota e riduce il distacco da Qualcomm.<\/p>\n","protected":false},"author":5,"featured_media":40107,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"SoC smartphone 2026","footnotes":""},"categories":[480],"tags":[44],"class_list":["post-40108","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-smartphone"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SoC smartphone in calo nel 2026: Apple sale e si avvicina a Qualcomm<\/title>\n<meta name=\"description\" content=\"Nel primo semestre 2026 le spedizioni globali di SoC per smartphone calano del 15%. 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Apple cresce, MediaTek e Qualcomm perdono terreno.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.chinasmartbuy.com\/blog\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\/\" \/>\n<meta property=\"og:site_name\" content=\"ChinaSmartBuy\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/facebook.com\/chinasmartbuy\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-31T06:52:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-31T06:52:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/07\/soc-smartphone-in-calo-nel-2026-8550643d-2098-48ae-ac7b-b438-pwywtgxefz.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"795\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Claudio Vitiello\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Scritto da\" \/>\n\t<meta name=\"twitter:data1\" content=\"Claudio Vitiello\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tempo di lettura stimato\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minuti\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/\"},\"author\":{\"name\":\"Claudio Vitiello\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#\\\/schema\\\/person\\\/b7b10c8342befae95297010350db2e0e\"},\"headline\":\"SoC smartphone in calo nel 2026: Apple sale e si avvicina a Qualcomm\",\"datePublished\":\"2026-07-31T06:52:08+00:00\",\"dateModified\":\"2026-07-31T06:52:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/\"},\"wordCount\":488,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/soc-smartphone-in-calo-nel-2026-8550643d-2098-48ae-ac7b-b438-pwywtgxefz.png\",\"keywords\":[\"smartphone\"],\"articleSection\":[\"News\"],\"inLanguage\":\"it-IT\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/\",\"url\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/\",\"name\":\"SoC smartphone in calo nel 2026: Apple sale e si avvicina a Qualcomm\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/soc-smartphone-calo-2026-apple-qualcomm-mediatek-counterpoint\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/soc-smartphone-in-calo-nel-2026-8550643d-2098-48ae-ac7b-b438-pwywtgxefz.png\",\"datePublished\":\"2026-07-31T06:52:08+00:00\",\"dateModified\":\"2026-07-31T06:52:09+00:00\",\"description\":\"Nel primo semestre 2026 le spedizioni globali di SoC per smartphone calano del 15%. 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