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BoM Analysis for Moto Razr 40 Ultra

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the Moto Razr 40 Ultra. This will help in understanding the cost structure and components.

Coverage:

  • Key components specifications
  • Function-level costs
  • Components suppliers
  • Profit margin analysis

Published date: April 2024

Semi Intelligence Tracker – March 2024

Overview:

The Semiconductor Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the Semiconductor ecosystem (Foundry Equipment Manufacturers, Foundry, Compute, Memory, Cloud, PC and Data Center companies). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

Companies Covered: TSMC, NVIDIA, AMD, Sony Semi Solutions, Qualcomm, MediaTek

Table of Contents:

  • Foundry Ecosystem
  • Chipsets Ecosystem
  • Research Snapshot of the Month
  • Other Important Developments
  • Contacts

Number of Pages: 16

Publishing Date: March 2024

PC Market Trends – Embracing the First Wave of AI PC

Overview:

AI PCs have been in the spotlight since the second half of 2023, and PC vendors viewed it as a major growth driver and a hot topic in the market in the following years.

This report presents a first overview of global PC market and the emerging AI PC momentum in the upcoming years, including a thorough market definition for AI PCs and what we can expect from AI PCs. The report begins from Generative AI development and the recent updates and forecasts of AI laptops.

Table of Contents:

  • Global PC Market Updates
  • Global PC market and YoY shipment growth
  • Global laptop market and YoY shipment growth
  • Global PC brand ranking changes
  • AI PC Targeting the Future
  • Generative AI Landscape
  • AI PC definition
  • AI PC penetration rate
  • AI PC processor vendors’ product roadmap
  • Analysis on AI laptop
  • AI laptop ASP change
  • AI laptop shipment and penetration rate trend
  • AI laptop to have significant impacts on Arm laptop
  • Appendix

Number of Pages: 20

Published Date: 16 April 2024

Huawei Kirin 9000s Chip-level Teardown Analysis

Overview:

This report offers a detailed teardown analysis of the Huawei Kirin 9000s chipset, which powers the Huawei Mate 60 Pro smartphone released in August 2023. It delves into the physical characteristics, architectural details, and performance capabilities of the chipset and speculates on the manufacturing process and the entities involved in its fabrication.

Table of Contents:

  • Huawei Mate 60 Pro Key Specifications
  • Kirin 9000s Analysis – Summary Table
  • OM Image Analysis
  • XRay Image Analysis
  • Top View Analysis
  • DB-FIB Profile and Metal/CNT Size
  • Die Shot Layout Analysis
  • Summary and Implication

Number of Pages: 25

Published Date: April 2024

Counterpoint Quarterly: Semiconductors Q1 2024

Overview:

This report compiles all our semiconductor-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Table of Contents:

• NVIDIA GTC 2024: Analysts’ Insights and Industry Trends

• Counterpoint Conversations: Micron’s UFS 4.0 Memory Enabling Next-Gen AI Experiences at the Edge

• LeapFrog Semiconductor develops RISC-V based AI-enhanced DSP for Wireless Infrastructure

• ASML Records Highest-ever Revenue in 2023; High-NA EUV to Drive Long-term Growth

• CES 2024 Day 2: Intel, AMD’s Auto Push, Honda’s EV Plans, Amazon’s Smart Home Initiative

• Survey: 77% of Smart Device Users in India Consider Chipsets Highly Important in Shaping Experience

• Global Semiconductor Revenues Decline 8.8% in 2023; AI Promises Gains in 2024

• Strong Automotive Performance Helps GlobalFoundries Limit FY2023 Revenue Fall to 9% YoY

• Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 To Q4 2023

• Top 5 Wafer Fab Equipment Makers’ Revenue Declined 1% YoY in 2023; ASML on Top

• Global Semiconductor Foundry Revenue Share: Q4 2023

• Infographic: Top 7 Semiconductor Companies by Revenues, Q4 2023

Number of Pages: 33

Published Date: April 2024

Global Smartphone AP Shipment Full-year Forecast 2024E

Overview: This report tracks the smartphone AP/SoC Shipment forecast for full-year 2024E. We cover historical data starting from Q1 2022 to Q4 2023. This report also includes full-year chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by quarters for 2024E. This report will help you to understand the smartphone chipset shipment market trends in 2024.

Table of Contents:

  • Global Smartphone AP/SoC Shipment Full Year forecast by Chipset vendors 2024E

Summary:

  • After two years of significant declines, the smartphone semiconductor market is likely to turn the corner, with 2024 smartphone AP-SoC shipments rebounding 9% YoY.
  • Recovery in the low and mid-market and continued momentum in the premium segment will drive volume in 2024.
  • 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
  • TSMC remains untouchable at advance nodes; SMIC will gain some share due to Huawei, however capacity expansion remains challenging due to the current geopolitical situation.

Published Date: April 2024

Global Smartphone Chipset Market Analysis Q4 2023

Overview: This report tracks smartphone AP/SoC shipments from all key vendors such as Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC, and JLQ. The report covers smartphone AP/SoC shipment view by region, smartphone OEMs, price bands, inventory, and ASPs. It also includes the full-year forecast for 2023 and key highlights of the smartphone chipset industry in Q4 2023. This report will help you understand the AP/SoC market from a shipment perspective.

Table of Contents:  

  • Smartphone Chipset Competition: Q4 2023 Update
  • Smartphone Chipset By Price Band Analysis
  • Smartphone Chipset Forecast
  • Inventory Analysis
  • Highlights- Q4 2023

Published Date: March 2024

Global AP-SoC Long-Term Forecast by Nodes and Foundry

Overview: This report tracks the smartphone AP/SoC Shipment long-term forecast from 2024E-2027E. We also cover historical data starting from 2020 to 2023. This report includes long-term chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by Process node (2nm,3nm,5/4nm, 6nm, 8nm, etc.). This report will help you to understand the smartphone chipset shipment market trends and process node migration in the long term.

Table of Contents:

  • Global Smartphone AP/SoC Shipment Long-Term Forecast by Chipset Vendors- 2020-2027E
  • Global Smartphone AP/SoC Shipment Long-Term Forecast by Nodes- 2020-2027E

Summary:

  • 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
  • LTE chipset will remain in 11/12/14nm. But some high-end LTE are migrating to 6/7nm
  • Apple remains the major customer on a 3nm-based chipset from 2H 2023. However, 3nm wafer demand will ramp up from 2024.
  • Production of 2nm chipsets has been delayed by TSMC and will now commence in late 2026.

Published Date: March 2024

Infographic: Top 7 Semiconductor Companies by Revenues, Q4 2023

Overview:

In Q4 2023, Intel claimed the top spot in the global semiconductor market mainly due to the normalizing client computing sector, which saw a 12% QoQ growth. Samsung ranked second with a flattish QoQ revenue largely driven by the memory revenue rebound but capped by the mobile business weakness. NVIDIA’s dominance in AI servers continued to support its semiconductor revenue growth and thus ranking the company #3 in Q4 2023. Broadcom claimed the fourth spot mainly due to a strong demand in AI data centers and AI accelerators from hyperscalers. SK hynix also benefited from memory recovery and reported a sequential revenue growth to rank #5 in the quarter. Qualcomm and AMD also reported sequential revenue growth and ranked #6 and #7.

Number of Pages: 1

Published Date: March 2024

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