Trafficonomics to Tokenomics: AI is Reshaping Industry at Every Layer from Networks to Devices to Cities
Silicon Photonics Fab Wars Light Up as UMC Takes on TSMC & Global Foundries
Q2 2026 Global Smartphone Shipments Slump to Lowest Q2 Level in 13 Years as Memory Crisis Deepens
Memory Shock Hits Demand, Exacerbates OLED Oversupply
We have updated Counterpoint Research’s Quarterly OLED Supply/Demand and Capital Spending Report for Q2 2026 with our latest capacity outlook for the industry and forecast for OLED panel demand. The biggest change in our outlook stems from the slowdown in demand resulting from large price increases in smartphone handsets, caused by the surge of demand for memory chips to fill data centers targeted at Artificial Intelligence. Our forecast for demand for OLED smartphones and IT products has been reduced for 2026-2027. Lower demand means a greater oversupply, which will make the pricing environment for OLED panels challenging....
Smartphone Market & Forecast Notes - July 2026
Understand the impact of memory shortages on smartphone shipments, pricing, profitability, and competitive dynamics with Counterpoint Research's latest outlook....
Memory Crisis to Accelerate 5G Adoption in Mainstream Smartphone SoCs in 2026
The ongoing memory crisis will accelerate the adoption of 5G SoCs in mainstream smartphones (<$300), with penetration expected to exceed 50% in 2026....
The Next Smartphone Contest Is Monetizing the Installed Base
The fight for users remains fierce. Eight smartphone OEMs each exceeded 200 million installed base in 2025, together accounting 80%+ of the active base. However, it is no longer where the contest is decided. The harder problem is monetization....
Receive our insightful weekly newsletter and stay ahead of the competition.
Recent Analysis by Coverage Area
Our Clients
Client Testimonials
Global Research Manager
Apple
The way you contextualize things is unique, informative and actionable. The team will be coming back for more.
Strategic Marketing Manager
Samsung Electronics
The data and analysis provided by Counterpoint is unparalleled in terms of granularity and preciseness. We did not hesitate to choose Counterpoint after the initial briefings. The client support is also excellent, very approachable.
Marketing Director
Amazon
Counterpoint’s insight on the market is way more detailed. It’s an eye-opener for us compared to other firms.
Corporate Strategy Manager
HERE
Counterpoint’s strengths are their clear and far-sighted insights into the market for connected devices and ecosystems. They actively ensure they maintain a detailed understanding of HERE’s capability and strategy. This combination means their insights offer real value to our business and are widely appreciated across our business.
Corporate Strategy Manager
SK Telecom
We reach out to Counterpoint whenever we hit a block in the road. Every time the team delivers the most up to date and accurate answers to our questions. We always feel we have a long term advisor and partner to trust in.
Global Research Manager
Apple
The way you contextualize things is unique, informative and actionable. The team will be coming back for more.
Strategic Marketing Manager
Samsung Electronics
The data and analysis provided by Counterpoint is unparalleled in terms of granularity and preciseness. We did not hesitate to choose Counterpoint after the initial briefings. The client support is also excellent, very approachable.
Marketing Director
Amazon
Counterpoint’s insight on the market is way more detailed. It’s an eye-opener for us compared to other firms.
Corporate Strategy Manager
HERE
Counterpoint’s strengths are their clear and far-sighted insights into the market for connected devices and ecosystems. They actively ensure they maintain a detailed understanding of HERE’s capability and strategy. This combination means their insights offer real value to our business and are widely appreciated across our business.
Corporate Strategy Manager
SK Telecom
We reach out to Counterpoint whenever we hit a block in the road. Every time the team delivers the most up to date and accurate answers to our questions. We always feel we have a long term advisor and partner to trust in.