counterpoint podcast geopolitics

Podcast: US, India Look to Reshape Manufacturing Landscape

The geopolitical tensions between the US and China disrupted supply chains after sanctions against ZTE and Huawei. The global pandemic and lockdown…

Counterpoint Research Smartphone Primary Camera Resolution Continues to Improve Amid Growing Pressure on BoM Cost

Smartphone Primary Camera Resolution Continues to Improve Amid Growing Pressure on BoM Cost

Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul - July 6, 2021 For the rear main camera, demand for 48MP and above resolution…

Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – Jun 25, 2021 Global DRAM revenues rose to $19 billion in Q1 2021, increasing…

Yahoo Finance Featuring Brady Wang

Yahoo Finance Featuring Brady Wang: COVID-19 outbreaks in Asia are impacting shipping and chip supply chains

Our Research Associate Director, Brady Wang joins Yahoo Finance's Kristin Myers and Alexis Chrostoforous to discuss the disruption in global shipping…

Counterpoint Research - NAND Market Report Q1 2021

NAND Flash Recovery Begins on Rising Demand and Supply

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – June 8, 2021 In the first quarter of 2021, the NAND flash memory market…

Counterpoint Research Smartphones Beat DRAM Drum to Meet Performance Demand

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…

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…