Tesla AI Day: From Cars and Chips to Robots
Tesla is no longer a car company but a technology company. It is looking to build highly disruptive, efficient and intelligent products leveraging…
India Smartphone Market Set for Record Shipments in 2021
India’s smartphone market will reach 173 million shipments in 2021. More than 100 million smartphones will be shipped in H2 2021. 5G devices will…
Hon Hai – Diversification Beyond Apple into Semiconductor & EV Space Key to Long-Term Growth
We deep dive into the earnings performance of the world's largest smartphone EMS and potentially the largest EMS player by revenue - Hon Hai (Foxconn…
Samsung Galaxy Z Fold 3, Z Flip 3: Unfolding Advanced Foldable Experiences at More Affordable Price Points
The Samsung Galaxy Z Fold 3 and Galaxy Z Flip 3 are the world’s first water-resistant foldables. The Galaxy Watch 4 series has the first…
Russia Lags Europe in 5G Deployment
Europe was an early adopter of 5G with Swiss telecom operator Sunrise deploying the continent’s first 5G network in April 2019. By the end of Q1…
Google’s Path to Vertical Integration with Tensor SoC – Become Apple or Stay Google?
Google finally launched its long-rumored code-named "Whitechapel" in-house smartphone System-on-Chip (SoC) yesterday. Google is calling it "Tensor"…
Will Vietnam Produce Another VinSmart?
In May this year, Vietnam’s Vingroup announced that its subsidiary VinSmart would stop manufacturing smartphones and televisions. “The production of…
Qualcomm Diversification Strategy is Working
New Qualcomm CEO Cristiano Amon held his first earnings conference call with a great first quarter at the helm. Qualcomm is best known for its…
Q2 2021: Apple Updates
Apple Marches Forward With Record FY Q3 2021 iPhone Sales July 27, 2021 Apple continues to break records for iPhone sales, with FY Q3 2021 expected…
Q2 2021: AT&T Has a Strong Wireless Performance
From the perspective of hardware sales, AT&T had a strong Q2 2021. Smartphone sales were up 31% YoY. The carrier sold over five million…
Philippines’ Third Operator Fights Odds to Expand Share
Telecom operator DITO, which has been brought in by Philippines President Rodrigo Duterte to challenge the duopoly of Globe Telecom and Smart…
Mixed Fortunes for Ericsson and Nokia in China 5G RAN Tender
As expected, domestic vendors Huawei and ZTE were awarded the largest contracts in China Broadcasting Network (CBN) and China Mobile's recent joint…
US Carriers, Hardware Sales See Large, Positive YoY Comps in Q2 2021
Riding on the 5G wave, increasing vaccination rates and improving consumer sentiment, the second quarter numbers for 2021 are expected to be robust…
Budget 5G Smartphones are the New Battlegrounds for OEMs
T-Mobile Drives US 5G Competition in $100-$250 Price Band T-Mobile is pushing the envelope when it comes to budget 5G smartphones ($100-$250 band) in…
eSIM Discovery Service to Help eSIM Ecosystem, Increase Adoption
The recent launch of eSIM Discovery service integration by mobile network operators’ (MNOs’) body GSMA is good news for the eSIM ecosystem. The…
5G Devices Capture Over Two-thirds of Global Smartphone Revenue in Q1 2021
5G, the new frontier in telecommunications technology, is being adopted faster than its predecessor, 4G. Despite the COVID-19 pandemic, we are…
Europe’s Mid tier smartphone battle rages on
Huawei’s near departure from the European market, which began around 12 months ago, left a vacuum waiting to be filled. Various relatively new…
Haves and Have-nots: US Smartphone Sales Reflect Uneven Economic Recovery
At this time last year, the global economy was deep in the doldrums. The COVID-19 pandemic was rapidly spreading, shuttering factories and closing…