Competition in the smartphone market is expected to heat up significantly in 2025 and 2026. Established players like Qualcomm, MediaTek, Apple, and Samsung will now face two fresh competitors: AMD and Xiaomi. While Xiaomi has experience with smartphone SoCs, AMD's entry is something to watch closely.
AMD's Strategy
According to a report from UDN, AMD plans to stick to its original strategy in the smartphone chipset sector. The company aims to challenge competitors like MediaTek and Qualcomm by delivering similar performance at lower prices. However, achieving this is not as simple as it sounds, as AMD’s initial products are likely to face some early problems. Currently, the only information we have about AMD’s chip is related to Sound Wave, which suggests it might be part of the Arm ecosystem. However, it’s possible this could be a Windows-on-Arm chip instead of one for Android.
Xiaomi's Ambitions
In contrast, Xiaomi is set to produce chips mainly for its own smartphones, including potential models from Redmi and Poco. The company's first 3 nm chip has already been taped out and is on track for mass production by early 2025. It remains uncertain if this chip will power a flagship device. Historically, Xiaomi has often been among the first manufacturers to utilize new Qualcomm technology, and it’s likely this trend will continue until their own chips become more developed.
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