Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – Jun 25, 2021 Global DRAM revenues rose to $19 billion in Q1 2021, increasing…

Counterpoint Research - NAND Market Report Q1 2021

NAND Flash Recovery Begins on Rising Demand and Supply

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – June 8, 2021 In the first quarter of 2021, the NAND flash memory market…

No Stopping This Apple Cart: New Macs to Extend Chip Dominance

Apple’s new Mac will upend the Intel-dominated PC market and open up new opportunities, while the PC will be the next battleground for existing…

Taiwan Drought May Worsen Global Component Shortage

Semiconductors now play a critical role in global supply chains of various industries. Since 2020, a series of events including the COVID-19 pandemic…

Smartphone Storage Capacity Zooms on Increased Demand

Storage capacity is quickly gaining traction as one of the more important criteria for which smartphone OEMs compete among themselves, especially in…

Average Smartphone NAND Flash Capacity Crossed 100GB in 2020

NAND flash capacity has emerged as one of the most important considerations for consumers while purchasing a new smartphone. The advancements in…

Semiconductor Component Shortage Hits Automobile Industry

The impact of COVID-19 on the semiconductor supply chain has extended from consumer to automotive electronics. Since Q2 2020, many automotive…

Apple Silicon Set to Energize PC Market as Possibilities Beckon

On November 10, Apple introduced three new Mac devices — MacBook Air, MacBook Pro and Mac Mini — powered by the Apple M1 system on a chip (SoC).…

NVIDIA-Arm deal, if successful, will bring dramatic changes to industry

US chip company NVIDIA’s $40-billion acquisition of UK-based chip designer Arm from Japan’s SoftBank Group, which was announced on September 13,…

Huawei’s Travails may Bring 5G Windfall for MediaTek

MediaTek's Q2 2020 earnings call has released a lot of good news, particularly on the market update for MTK's 5G SoC in China. A big part of this…

Apple ‘Arms’ Macs with Apple Silicon

At its Worldwide Developers Conference (WWDC) this year, Apple announced that its entire Mac product line will switch from Intel chips to Apple…

The NAND flash consumption of mobile devices will be three times larger in 2025 than 2021, with the coming of the 5G era

Sponsored by Western Digital, Counterpoint has published a white paper that investigates storage demands for different 5G mobile applications. The…

Seemingly Hasty, but Prudent TSMC’s New Fab Plan in the U.S.

TSMC announced that it intends to build and operate an advanced semiconductor fab in Arizona, United States. This capacity of new fab will be 20K…

TSMC Caught in the Crossfire as US Renews Focus on Huawei

Event The US Bureau of Industry and Security (BIS) announced on 15 May that it plans to protect U.S. national security by restricting Huawei’s…

Counterpoint Autonomous Driving Chip Development

New Entrants to Autonomous Vehicle Solutions Will Drive the Market in the Coming Decade

Autonomous driving is one of the most important applications for semiconductors in the next five years. The artificial intelligent (AI) chip in the…

New Opportunities in Automotive Electronics – Innovations from Tesla’s Cybertruck

Tesla launched its new electric vehicle (EV) in November 2019, the Cybertruck, which has several new features, such as the sharp-edged design, the…

Memory Tracker Counterpoint Components

Expected Memory Market Rebound in 2020 and Continuous Investment Can Strengthen Samsung’s Leading Position in Memory

Samsung Electronics announced that it achieved memory revenue of 13.26 trillion won (USD 11.48 billion) in Q3 2019, up 7.8% sequentially, but down…

Intel Q3 2019: NSG Business Continues to Lose Money But Promising Signs Emerge

Counterpoint has been tracking Intel's Non-Volatile Memory Solutions Group (NSG) performance for years since it’s one of top NAND flash players.…