Counterpoint-Research-Massive-Fab-Expansion-to-Change-Geographical-Mix-of-Supply

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…

Foundry Node Migration to Shape Smartphone SoC Zero-sum Game

MediaTek’s sufficient capacity support from TSMC’s 6/7nm is attributed to its market share gains in 2021. Its next flagship 5G SoCs, under TSMC’s…

Counterpoint Research Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs

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…

Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021

Seoul, Taipei, Beijing, London, Boston, Toronto, New Delhi, Hong Kong - May 3, 2021 MediaTek to lead global smartphone SoC market with 37% share…

Counterpoint Research - BoM Analysis Galaxy S21 Ultra Costs 7% Less Than Galaxy S20 Ultra 5G

BoM Analysis: Galaxy S21 Ultra Costs 7% Less Than Galaxy S20 Ultra 5G

Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul - April 22, 2021 The Galaxy S21 series makes a big leap in computing…

Counterpoint Research US Prepaid Channels Could Feel Components Supply Crunch Soon

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 –…

Counterpoint Research Intel enters $90B foundry business with IDM 2.0 strategy

Intel enters $90B foundry business with IDM 2.0 strategy

• Intel is fortifying its manufacturing business • It will compete directly with TSMC and Samsung foundries Hong Kong, Beijing, Taipei, Seoul,…

Why Tech Should Follow Geopolitics in 2021

Why Tech Should Follow Geopolitics in 2021

2020 was a year of crisis. And while it is hard to find reason for optimism in its wake, there are several lessons to be learned from the tumult that…

Counterpoint Research: A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A bottom-up analysis on chip supply shortage and Intel’s CPU outsourcing plan from equipment and capex perspectives Since the beginning of this year,…

Smartphone Component Supply Shortages and Outlook for Top 6 Brands

Overview: The global smartphone market has come under pressure due to COVID-19 and component supply shortages, which will slow down the expected…

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…

Counterpoint Qualcomm's Results Quantifies Global Handset Slowdown Due To COVID-19, Limited Impact to 5G Expectations

Qualcomm’s Results Quantifies the Global Handset Slowdown Due To COVID-19, but Limited Impact to 5G Expectations

Qualcomm announced its March quarter earnings. Results were quite solid considering the once-in-a-lifetime global economic slowdown caused by…

Counterpoint AI Chip Start-Up Market Research

AI Chip Start-Up Market Overview

Overview: The rapid adoption of AI has spurred the development of a new breed of AI chips with the performance needed to meet the high processing and…

Counterpoint Global Micro-Battery Market for Hearables (TWS)

Global Micro-Battery Market for Hearables (TWS) 2019-2020

Overview: Varta’s share price dropped sharply in January 2020 on concerns that its coin cell micro-battery business for hearables would be impacted…

Counterpoint Qualcomm Snapdragon 460, 662, and 720G Mobile Platforms - Chip Case

Qualcomm Brings Advanced Smartphone Features & Ecosystem Strengths to Snapdragon 4,6,7 Series LTE Platforms

The smartphone market is going through a wave of change as we are at the horizon of the 5G era. 2020 is going to be the breakout year for 5G NR.…

Counterpoint Micro-battery market research for hearables

Varta Will Continue Leading Coin Cell Micro-Battery Market for Hearables

Global micro-battery market for true wireless hearables will grow 90% year-on-year.  Coin cell batteries will grow to account for 57% of the market…

Shakeout Coming in AI Chip Start-Up Market in 2020

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego January 20th, 2020 The rapid adoption of AI has spurred the development of a…

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…