Who is leading 5G in China?

Interestingly, TSMC is the biggest beneficiary of the outcome, since both M70 and X55 use the Taiwanese foundry’s 7nm process, while V510 uses TSMC’s 12nm node. Alongside Huawei, Unisoc has emerged as the only Chinese company able to design 5G chips.

Huawei wins 60 per cent of China Mobile’s 5G network in show of confidence for beleaguered telecoms equipment maker | South China Morning Post.19 Tem 2021

Some analysts view Qualcomm as a top pick in 2022. Apple, Samsung and Chinese Android-based smartphone makers are big customers of 5G-chip makers. Those chipmakers also include Skyworks Solutions (SWKS) and Qorvo. One issue for Qualcomm is that Apple and Samsung are building more homegrown 5G devices.