Dimensity 9300 will surpass Snapdragon 8 Gen3, Morgan Stanley predicts MediaTek's market share will increase to 35-40%

Recently, Morgan Stanley analysts spoke highly of MediaTek’s flagship chip Dimensity 9300, believing that this processor is the most powerful mobile phone chip in history and may push MediaTek’s position in the market. Brand new peak

The Dimensity 9300, equipped with a full large-core CPU and a powerful GPU, has surpassed Qualcomm Snapdragon 8 Gen3 in comprehensive performance, and has been installed on vivo X100 for the first time on Pro phone. Morgan Stanley analysts pointed out that the unit price of Snapdragon 8 Gen3 has reached about US$160, which is lower than that of Snapdragon 8 Gen3. Gen2 has significantly improved, while Dimensity 9300 continues MediaTek's tradition of high cost performance

According to the editor's understanding, MediaTek's current share of the mobile phone processor market is about 20%, and Morgan Stanley predicts that it is expected to reach 20% next year 35 -40%, global shipments are also expected to reach 20 million, setting a new historical record. This prediction further strengthens Dimensity 9300’s confidence in MediaTek’s future market performance.

In addition to increasing market share, Dimensity 9300 is also expected to continue to drive up MediaTek’s stock price and market value. So far, since the end of June, MediaTek's stock price has soared nearly 40%, with a market value of more than 47 billion US dollars, making it the second largest semiconductor company in Taiwan after TSMC.

The future outlook is full of expectations. Next year, MediaTek’s Dimensity 9400 will be upgraded to TSMC’s N3E 3nm process, and tape-out has been completed. According to official data, TSMC's 3nm process increases chip logic density by about 60% compared to the 5nm process, improves performance by 18% under the same power consumption, or reduces power consumption by 32% under the same performance. This upgrade will further enhance MediaTek’s competitiveness in the field of advanced technology

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