New Umbrella Entity to Refine India’s Digital Payment Ecosystem
The Reserve Bank of India’s (RBI) move to allow private players to set up, manage and operate retail payment systems [officially described as a New…
Installed Base Data Testifies to iPhone 12’s Stellar Performance
Apple iPhone’s installed base increased by only 2% in Q1 2021 compared to Q1 2020. Unlike sales or shipments data, the installed base figure tells us…
India’s PLI Push Paves New Path
Who would have ever known that a scheme introduced to drive the Indian government’s dream of making the country an electronics manufacturing hub…
Dark Clouds Loom in China for Ericsson – and Nokia?
Ericsson and Nokia continue to benefit from the absence of their Chinese rivals in many markets. Nokia recently surprised the market with…
Qualcomm Extends 5G Smartphone Leadership with Snapdragon 778G 5G Mobile Platform
The new 7-series Snapdragon 778G SoC is built on TSMC’s 6nm node. The SoC supports Sub-6GHz and mmWave 5G connectivity. It supports a triple-camera…
Smartphones Beat DRAM Drum to Meet Performance Demand
Smartphones are getting more performant with each passing day, thanks to the confluence of user demands and technological advancements. One of their…
Taiwan Companies Geared to Face Fresh COVID-19 Wave
Taiwan raised its epidemic warning for the whole country to Level 3 on May 19 in response to a rapid increase in local confirmed cases of COVID-19.…
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…
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…