ASML Net Sales at High End of Guidance; High NA Orders to Drive Long-term Growth
ASML has reported Q1 2022 net sales at the higher end of its guidance. Outlook for the long term is positive due to leading-edge EUV systems and…
Entry Into Flagship Segment, 5G AP/SOCs Lead to Strong Growth for MediaTek in Q1 2022
MediaTek recorded an impressive set of numbers for Q1 2022 with revenues growing 32% YoY and 10.2% QoQ to reach $4.8 billion. The company’s mobile…
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…
TSMC’s Quarterly High-performance Computing Sales Surpass Smartphones for First Time in Q1 2022
TSMC reported its Q1 2022 revenue at $17.6 billion (up 12% QoQ). Among its different segments, the high-performance computing (HPC) segment posted…
Counterpoint Smartphone Indicators
Smartphone Indicators provides a view into the sector’s current events through the lens of our monthly & quarterly research reports. We share…
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…
Efforts to Diversify Semiconductor Supply Chain Gather Pace
The past two years have brought out the importance of semiconductors in driving economies like never before. Whether it is the demand shock created…
Android Smartphone SoC Market: MediaTek Leads in Low-Mid Tiers, Qualcomm in Upper
The global Android smartphone AP (Application Processor)/SoC (System on Chip) sales grew 3.6% YoY in 2021, according to the latest research from…
Applied Materials’ PPACt Play Drives Record Quarterly Revenues
Global secular trends in the electronics industry, like the Internet of Things (IoT), 5G, innovation in edge and cloud, are expected to continue to…
Infographic: Q4 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q4 2021: Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of…
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…
Innovation Talk: Powering Up Smartphone Batteries With Features & Material Innovation
Counterpoint Research hosts speakers from DXOMARK, Xiaomi, Qualcomm and Sila Nanotechnologies to discuss the key trends in smartphone batteries. Some…
Virtual Event: 5G Monetization Forum
Our Research Vice President Neil Shah will be speaking at the 5G Monetization Forum on 15th February 2022. The event is organized by RCR Wireless…
TSMC to Boost Capex in 2022 Driven by 5G Applications, High Performance Computing
TSMC has announced a capital spending of $40-44 billion for 2022 keeping in view its massive new fab construction plans. This is above the industry…
Whitepaper – 5G Smartphone SoC Development Trend
Overview: Globally, 5G smartphones have seen fast adoption rates in the past two years. For 2022, Counterpoint expects the worldwide 5G smartphone…
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…
Infographic: Q3 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q3 2021: Intel and Broadcom are two companies reported QoQ revenue decline in top 7 SK Hynix and Micron reported…
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…