Weekly Update: Global Coronavirus Impact and Implications
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Xiaomi Bets on Existing Strengths in its EV Foray
Xiaomi, which is currently the most successful Chinese smartphone OEM globally, has announced its entry into the electric vehicle (EV) market. The…
Massive Fab Expansion to Change Geographical Mix of Supply
Counterpoint estimates a 21% increase (CAGR) in the average annual wafer capacity of leading-edge logic (non-memory) IC nodes (defined by 10nm and…
Apple’s $60-billion Opportunity
Marc Andreessen's famous quote from the last decade, "Software is eating the world", was right on the money. However, the game has changed this…
One in Five iPads Sold in 2022 to Have Apple’s M-series SoC
At its Spring Loaded event in April 2021, Apple made a bunch of announcements on new iMacs, Apple TV, iPad Pros, AirTags, and more. Apple also…
Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs
The semiconductor supply chain has been suffering capacity constraints since H2 2020, with both TSMC and Intel guiding more than 18 months of supply…
China Handset Production Stops Shrinking For Now
Global handset production fell 16% YoY in 2020 due to disruptions at manufacturing units and a sharp drop in demand following the COVID-19 pandemic.…
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…
Dish To Run 5G Network on AWS Cloud
Last week, Dish Network announced a strategic partnership with Amazon Web Services (AWS) whereby AWS will become Dish’s preferred cloud provider.…
Apple Takes the Cake with Latest Results
Apple had a record-setting quarter with the highest revenues and earnings ever during the Jan-Mar period. All product segments saw record revenue…
Apple’s Next Multi-billion Dollar Opportunity: Location
Since the launch of first iPhone almost 12 years ago, Apple has become the world's most profitable, valuable company and a thriving ecosystem of…
Apple’s Spring Loaded Event Showcases Apple Silicon and Some Extras
With a record-setting Q4 under its belt, Apple had plenty of new to announce in its April event. The focal point of the event was the company’s…
Canada Plan to Increase Telecom Competition Runs Into Weak Signals
The Canadian Radio-television and Telecommunications Commission (CRTC) announced on April 15 that the country’s ‘Big 3’ telecommunication companies…
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…
US Prepaid Channels Could Feel Components Supply Crunch Soon
After a tough 2020 where annual smartphone sales shrank by 15%, Q1 2021 looks promising. Our weekly counts hint at a 15-20% bump from last year –…
Snapdragon 780G 5G Brings Premium Features for Less, Starting with Mi 11 Lite 5G
The Snapdragon 780G mobile platform is built on Samsung's 5nm node. It brings support for Sub-6Ghz 5G and Wi-Fi 6E. The chip supports 144Hz refresh…
Apple Takes 6 Spots in Top 10 Best-selling Models’ List for Jan
Apple grabbed six places in the global top 10 best-selling smartphone models’ list for January 2021, according to Counterpoint Research’s Market…
LG Exits Smartphone Business: What Does it Mean for the North American Market?
It has been widely rumored for a few quarters that LG has been contemplating exiting the smartphone business due to six years of negative operating…