Semiconductors & Other Components Archives - Counterpoint

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Huawei Mate60 Pro Teardown Analysis Report

Overview:

The report is an analysis of the Huawei Mate60 Pro Teardown. The report covers the model’s specifications, physical teardown pictures, components’ suplliers, cost distribution, and insights for the market. This will help in understanding the cost and suppliers structure.

Coverage:

Key specifications and benchmark performance .
Component-level teardown with pictures and suppliers.
BoM cost distribution in category and region.
Insights of impact to the market.

The Number of Pages: 32

Published Date: November 2023

BoM Analysis for Huawei Mate60 Pro

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the Huawei Mate60 Pro. This will help in understanding the cost structure and components.

Coverage:

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

Published Date: November 2023

BoM Analysis for Samsung Galaxy Watch 6

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the Samsung Galaxy Watch 6. This will help in understanding the cost structure and components.

Coverage:

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

Published Date: November 2023

BoM Analysis for Meta Quest 3

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the Meta Quest 3. This will help in understanding the cost structure and components.

Coverage:

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

Published Date: November 2023

BoM Analysis for Valve Steam Deck

Overview:

The report is an analysis of the Bill of Materials covering the components that constitute the Valve Steam Deck. This will help in understanding the cost structure and components.

Coverage:

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

Published Date: November 2023

Global Quarterly Arm PC forecast Q3 2023

Overview:

This forecast is part of Counterpoint’s PC research and focuses on developments in the Arm PC market. It provides quarterly and annual forecast on Arm PC suppliers on shipments. The data in this report covers from 2022 to 2027.

Table of Contents:

ARM Laptop Shipments Forecasts by Vendor
ARM Laptop Global Shipment by 2027
Contacts

Published Date: November 2023

Global Quarterly Arm PC tracker Q3 2023

Overview:

This tracker is part of Counterpoint’s PC research and focuses on developments in the Arm PC market. It provides quarterly statistics on Arm PC suppliers in terms of revenue, shipments and ASP. The data in this report covers from Q1 2020 to Q3 2023.

Table of Contents:

ARM Laptop Shipments by Vendor
ARM Laptop Revenue by Vendor
ARM Laptop ASP by Vendor
Contacts

Published Date: November 2023

Global Quarterly PC forecast – Q3 2023

Overview:

This forecast is part of Counterpoint’s PC research and focuses on global PC market. It provides quarterly and annual forecast on global PC suppliers on shipments. The data in this report covers from 2022 to 2027.

Table of Contents:

PC Shipment Forecasts (Quarterly)
PC Forecasts by Brand (Quarterly)
PC Shipment Forecasts (Annual)

Published Date: November 2023

Global Quarterly PC tracker – Q3 2023

Overview:

This tracker is part of Counterpoint’s PC research and focuses on global PC market. It provides quarterly statistics on PC OEMs in terms of revenue, shipments and ASP. The data in this report covers from Q1 2020 to Q3 2023

Table of Contents:

PC Shipments by Vendor
PC Revenue by Vendor
PC ASP by Vendor
Laptop Shipments by Vendor
Laptop Revenue by Vendor
Laptop ASP by Vendor
Desktop Shipments by Vendor
Desktop Revenue by Vendor
Desktop ASP by Vendor

Published date: November 2023

US Commerce Department Issues Second Round of Export Controls on Advanced Semiconductors and Semiconductor Manufacturing Equipment

Overview:

The US Bureau of Industry and Security (BIS) recently issued a new round of export controls on advanced semiconductors and semiconductor manufacturing equipment. These rules further restrict the export of these items, expanding the scope of the restrictions that were put in place in October 2022. This report details the new restrictions put in place and assesses their likely impact on the technology industry and geopolitics more broadly.

Table of Contents:

Background
New Restrictions
Consequences
Discussion
Contacts

Pages: 7

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