counterpoint ces 2023 blog

CES 2023: All about Cars, Electrification & Sustainability

CES, the most influential tech event in the world, was back with a bang in Las Vegas between January 4 and 8, 2023. With over 3,200 exhibitors, the…

CES IoT Announcements Analysis Counterpoint

Top 10 IoT Announcements at CES 2023

At the first full-fledged CES event after the pandemic, the excitement was palpable. The event did not disappoint in terms of the variety of…

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Applied Materials Delivers Strong FY 2022 Numbers Despite Headwinds

Semiconductor equipment maker Applied Materials has reported strong earnings for FY 2022 (ended October 30). Total sales revenue increased 12% YoY to…

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GlobalFoundries Reports Strong Q3 2022; Home, Industrial IoT to be Fastest-growing End Market in 2022

GlobalFoundries has reported strong Q3 2022 numbers with its revenue growing 22% YoY to $2.074 billion, driven by an increase in wafer shipments,…

Qualcomm Gears up to Drive Automotive Industry Transformation

Qualcomm held a first-of-its-kind ‘Automotive Investor Day’ in New York recently. The event was organized to highlight the new ventures that Qualcomm…

LiDAR Now High on Automotive Industry Radar

LiDAR shipments are expected to cross 100 million units by 2030 driven by the automotive industry. The increase in demand for LiDAR will match the…

u-blox H1 2022, Counterpoint

u-blox Continues Strong Growth in H1 2022

u-blox recorded an excellent H1 2022 with $311.9 million in total revenues, an increase of 47% from H1 2021 despite macroeconomic headwinds. The…

Counterpoint Headline Views

Our insights on the most important breaking news stories. For press inquiries requiring data or specific analyst quotes, please get in touch with us…

Automotive, Industrial Segments Drive NXP’s Strong Q2 Numbers

Second quarter revenues for NXP were $37 million more than the midpoint of the company’s previous guidance with the automotive and industrial…

A Promising Yet Challenging Market for Self-driving SoCs

ADAS penetration in global car shipments will reach 78.7% by 2024 as new players help drive the ADAS chip market. Level 2 category will have a…

ST Micro Q2 earning

STMicro Q2 2022 Net Revenue up 28.3% YoY Driven by Increase in Semi Content, Automotive Demand

Net revenue grew 28.3% YoY as the company recorded decent growth in all product groups and subgroups. Gross margin of 47.4% came in above the norm…

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Lam Research Reports Record Revenue for Q2 2022 Despite Supply Chain Constraints

Lam Research Reports Record Revenue for Q2 2022 Despite Supply Chain Constraints Lam Research a global supplier of innovative wafer fabrication…

Can Semtech’s Acquisition of Sierra Wireless Change Offerings in IoT Space?

US-based semiconductor manufacturer and LoRa pioneer Semtech announced a $1.2-billion deal on Wednesday to acquire Canada-based cellular IoT module…

Can Chinese EV Makers Make it Big in Japan?

For an automotive market like Japan, which is the base of global giants like Toyota, Honda, Nissan and Mazda, and saw early entry of hydrogen-fuel…

Increased EUV Shipments Help ASML Deliver Strong Growth in Q2 2022

ASML has delivered a strong Q2 2022 ahead of its guidance with record quarterly orders. Net sales increased by 35% YoY to €5.4 billion driven by…

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China Cloud on Tesla’s Q2 2022 Numbers; Fundamentals Remain Strong

Tesla sold more than 254,000 vehicles in Q2 2022, an increase of 27% YoY, which was below general expectations. This was the first time since the…

5G AIoT Unlocking New Era of IoT

The use of IoT devices is making our daily lives smarter. IoT combined with artificial intelligence (AI), or artificial IoT (AIoT), is helping in…

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Semi Bellwether TSMC’s Q2 Earnings Forecast Sunny Days Ahead

COVID-19, along with the rise of advanced capabilities such as 5G, AI and imaging technologies, has catalyzed the semiconductor demand for the last…