Counterpoint Quarterly Reports: Q4 2022

Global Automotive Quarterly Reports: Q4 2022

Published Date: 24th January 2023

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Number of Pages: 34

Table of Contents:

  • Thailand Leads Southeast Asia EV Market With 60% Share
  • Mercedes Fends off VW in Europe EV Market
  • BYD Widens Gap with Tesla in Q3 2022, Leads Global EV Market
  • iTriangle Leads India Telematics Ecosystem; EVs to Drive Telematics Demand
  • ADAS Penetration Crosses 70% in US in H1 2022, Level 2 Share at 46.5%
  • Tesla’s Stellar Q3 Performance – Q3 financial summary and outlook
  • European EV Market Grew 16% in Q2 2022 led by Mercedes
  • Qualcomm Gears up to Drive Automotive Industry Transformation
  • Connected Car Sales Overtake Non-connected Cars in Q2 2022
  • In Automotive Connectivity, Rolling Wireless Tops Module Market, Qualcomm Dominates Chipset Market in H1 2022

Global Semiconductors Quarterly Reports: Q4 2022

Published Date: 16th January 2023

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Number of Pages: 34

Table of Contents:

  • Infographic: Global Smartphone AP Share in Q3 2022
  • Infographic: Foundry Revenue Share in Q3 2022
  • Despite China’s Failure to Recover in Q3 2022, Global Cellular IoT Module Market Experiences Growth
  • MediaTek Targets Diverse Technology Verticals With 4 New Chipsets
    • Open and Informative Executive Summit Event
    • New smartphone flagship SoC – Dimensity 9200
    • Filogic T800 thin modem for applications outside of smartphones
    • Kompanio 520 and 528 chipsets for entry Chromebooks
    • Pentonic 1000 chipset for flagship 4K 120Hz TVs
    • MediaTek Designed Into Sony PlayStation VR2
    • Outlook
  • Applied Materials Delivers Strong FY 2022 Numbers Despite Headwinds
    • Financial highlights
    • Applied Materials sees stable revenue growth from subscription services
    • Key developments in FY 2022
    • Business outlook
    • Key takeaways
  • Qualcomm On Track To Launch Open RAN 5G Macro Base Station Portfolio
    • Qualcomm’s Open RAN Macro Portfolio
    • Testing and Validation Schedule
    • Carrier-Grade Layer-1 Stack
    • Qualcomm’s Role and Partner Ecosystem
    • Viewpoint
  • STMicro Q3 2022 Earnings: Automotive and Analog Revenues Surpass Estimates
    • Key takeaways
  • NXP Q3 2022 Revenues Better Than Expected; Automotive, Mobile Segments Shine
    • Automotive
    • Industrial & IoT
    • Mobile
    • Communication Infrastructure & Other
    • Capex Overview and Inventory
    • Conclusion
    • Q3 KPIs
    • Q3 key announcements and analysis
    • Key takeaways
  • Qualcomm Delivers Record Revenues Amid Challenging Macro Environment
    • July-September Quarter Analysis:
    • Outlook
  • Smartphone RF Front-end Market Revenues Down 14% QoQ in Q2 2022
    • Smartphone RFFE revenue growth forecast for 2022 revised down
  • Outsourced Manufacturing Captures More Than Half of Global Cellular IoT Module Shipments in H1 2022
  • TSMC’s Conservative Outlook on 7/6nm Demand Reaffirms Smartphone/PC Weakness
    • Supply chain inventory to remain high at 2022 end
    • More of a cyclical adjustment issue in 7/6nm

Some of our upcoming reports:

Counterpoint Wearables Quarterly, Q4 2022 Edition (31st January)

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