Consumption of Indian Semiconductor Components to Climb to $300 Billion During 2021-2026

Mobile and wearables, IT and industrial segments currently contribute around 80% of the semiconductor revenues in India. ‘Make in India’ and…

Counterpoint Research

Global Wafer Fab Equipment Revenue to Grow 18% in 2022

New Delhi, London, Hong Kong, Beijing, San Diego, Denver, Seoul, Buenos Aires – June 2, 2022 Global Wafer Fab Equipment (WFE) manufacturers’ revenue…

Global Smartphone Market Declined by 7% YoY Amidst Supply Constraints and Geopolitical Uncertainty in Q1 2022

The global smartphone market declined by 7% YoY and 12% QoQ to 328 million units in Q1 2022. While Samsung’s shipments declined 3% YoY, it was the…

Global Semiconductor Shortage Likely to Ease Significantly in H2 2022

Global Semiconductor Shortage Likely to Ease Significantly in H2 2022 Despite China Lockdowns

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – April 20, 2022 Global semiconductor chip shortages are likely to continue…

Smartphone AP SoC Chipset

Qualcomm Gains Share in Smartphone AP/SoC Shipments in Q4 2021; MediaTek Continues to Lead

Qualcomm’s share reached 30% driven by the premium tier. UNISOC had a strong Q4 with its share reaching 11%. Qualcomm led the 5G baseband market…

smartphone AP chip share Q3 2021

MediaTek Leads Smartphone SoC Shipments in Q3 2021; UNISOC Reaches Double-digit Share

Qualcomm grew 9% QoQ due to dual sourcing from foundries. UNISOC market share entered double digits at 10%. Qualcomm led the 5G baseband market…

Indonesia Smartphone Shipments Drop 6% YoY in Q3 2021 on COVID-19, Supply Challenges

Indonesia Smartphone Shipments Drop 6% YoY in Q3 2021 on COVID-19, Supply Challenges

Boston, Toronto, London, New Delhi, Beijing, Taipei, Seoul – November 18, 2021 Indonesia’s smartphone shipments declined 6% YoY in Q3 2021 mainly due…

Global Smartphone Shipments, 2018 – 2021 Forecast (m units)

Semiconductor Shortages Hitting Smartphone Industry Hard; Counterpoint Lowers H2 2021 Shipment Forecasts

Smartphone shipment forecast for 2021 lowered to 1.4bn units, or 6% annual growth. Our previous forecast was 9% annual growth. This is mainly…

MediaTek Captures Record 43% Share of Smartphone AP/SoC Shipments in Q2 2021

Qualcomm dominated the 5G baseband market with a 55% share. Qualcomm has started dual sourcing from foundries to mitigate the supply chain…

UNISOC’s Smartphone Application Processor Shipments Doubled in H1 2021

AP shipments of the UNISOC embedded smartphones increased 122% in H1 2021 Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul –…

Smartphone Brands Bet on Under-display Camera for Full-screen Display

Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul - July 30, 2021 Under-display camera technology is at the core of the pursuit…

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…

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…

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…

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 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,…