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The Semiconductors Edition report compiles all our semis-related notes published during Q1 2024. It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Counterpoint Quarterlies Q1 2024

Counterpoint Quarterlies aggregate important notes we’ve published during the past three months – all organized by research area. We publish these Quarterlies across 5 technology verticals – Smartphones, Semiconductors, IoT, Automotive and Wearables. 

The Smartphone Edition report compiles all our smartphone-related notes published during Q1 2024. It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Counterpoint Quarterly

Semiconductors Q1 2024

Published date: April 9th 2024

PDF | 33 pages

Table of Contents

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

Current clients, click here!

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Counterpoint Quarterly

SmartphoneS Q1 2024

Published date: April 2nd 2024

PDF | 105 pages

Table of Contents

Table of Contents

• Counterpoint Conversations: Sonim’s Solution-oriented Approach Driving Rugged Handsets Ecosystem

• Counterpoint Conversations: OnePlus Focusing on User-centric AI to Redefine Smartphone Experience

• Betting Big on AI, HONOR Unveils New Devices, Technologies

• MWC 2024 Day 3: Concepts Rule the Day

• MWC 2024 Day 1: Major Focus on AI Capabilities in Devices

• Infographic: Q4-2023 | Smartphones | Mobile Market Monitor

• Samsung Galaxy S24 with Galaxy AI Takes On-device Intelligent Experiences Mainstream

• HONOR’s Latest AI Feature Puts Flagships Into New Orbit

• OPPO Find X7 Series Sets AI, Photography Benchmarks for Flagship Smartphones

• OPPO Reno11 Pro 5G Photographic Review: A Pioneer of Portrait Photography for Mainstream Users

• vivo Bets on Generative AI to Elevate the Smartphone Experience

• S24 vs S23 Series YoY Growth Positive On GenAI Support, Europe and US Demand

• China Smartphone Sales Fall 7% YoY in First 6 Weeks of 2024; Double-digit Declines for Apple, OPPO, vivo

• South Africa’s Smartphone Shipments Surge 29% YoY in 2023 as Market Recovery Gathers Pace

• Indonesia’s 2023 Smartphone Shipments Down 6%

• Apple Dazzles in Thailand With a 26% YoY Growth in 2023

• Bangladesh Smartphone Shipments Decline 25% YoY in 2023; vivo Takes Top Spot

• Colombia’s Smartphone Shipments Down 8.4% YoY in Worst Fourth Quarter Since 2020

• MEA Smartphone Shipments Surge 30% YoY in Q4 2023; TECNO Surpasses Samsung for First Time

• Europe Smartphone Shipments Down 3% YoY in Q4 2023, Signs of Recovery Ahead

• Cumulative 5G Smartphone Shipments Cross 2-Billion Mark

• US Smartphone Sales Fall 10% YoY in Jan to Reach Almost Half of 2017 Peak

• In a First, Apple Captures Top 7 Spots in Global List of Top 10 Best-selling Smartphones

• LATAM Smartphone Market Down 3% YoY in 2023, But Set for Growth as Competition Rises

• Survey: realme Scores High Among Indonesia’s Young Smartphone Consumers

• iPhone Hits Record 50% Revenue Share on US, India and Emerging Markets; China Risks Remain

• US Smartphone Shipments Recover 8% YoY in Q4 2023 as Apple Market Share Reaches Highest Since Q4 2020

• India Smartphone Market Remains Flat in 2023; Apple Shipments Cross 10 Million for First Time

• China Smartphone Sales Snap 10-Quarter Declining Streak, Up 6.6% YoY in Q4

• Global Premium Smartphone Market Continues to See Record Sales in 2023

• Counterpoint Conversations: Humane’s Ai-Pin Reimagines Computing with an AI-Powered OS

• Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive

• MediaTek Delivers Strong Q4 2023 Performance as Smartphone Market Recovers

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

• Apple iPhone Market Share: Quarterly

• Q4 2023 Global Smartphone Sales, Top 10 Best Sellers

• iOS vs Android Quarterly Market Share

• Global Smartphone Shipments Share Last Eight Years Of Winners & Losers

• Global Smartphone Shipments 2011 – 2023

• US Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• China Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• Global Smartphone Shipments Market Data (Q1 2022 – Q4 2023)

• India Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

Current clients, click here!

If you are a current client, this report is available for you on our Research Portal. Click on the user icon to access the PDF page.

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