Growth in Smartphone AP Market to Return Only in 2020

The slowdown in the global smartphone market has affected all stakeholders. Those in the smartphone supply chain and application processors (AP) have suffered as well. Although the launch of 5G devices this year was projected to give some relief, the US trade ban on Huawei has come as another blow to the industry. The implications of the trade ban will have an effect on the smartphone supply…

Growth Opportunities in the Saturated Global Smartphone Market

The global smartphone market declined 2% annually in 2018 and is expected to remain flat in 2019. Replacement cycles are lengthening, and the lack of breakthrough innovations is making it difficult to attract buyers. Mature markets like China, the US, and Europe, are showing few signs of recovery. Competition is increasing even in emerging economies like India as OEMs expand aggressively. In such…

Smartphone OEMs are Keen on Enhancing Camera Megapixels

Global smartphone sell-in volumes in Q1 2019 fell for a sixth consecutive quarter, according to the latest data from Counterpoint Research. As a result, to stimulate smartphone replacements, OEMs have been gradually upgrading their specs to generate demand. And the feature that has seen the most significant upgrades is the camera function. Already, we have seen OEMs switch to a multi-camera…

Premium Smartphone Market Collapses 8% in Q1 2019, After Apple Shipments Drop 20%

Apple’s declining shipments has pulled down the global smartphone premium segment. Data from Counterpoint Research’s Market Monitor Service for Q1 2019, shows that Apple’s shipments fell 20% year-on-year in Q1 2019, resulting in an 8%  YoY decline for the global premium* segment. However, as Apple is losing ground, Samsung is gaining share. During the quarter, Samsung ended up with one-fourth of…

Baidu Cloud ABC Inspire Summit 2019: Preparing for the Intelligent IoT Era

The era of intelligent IoT is coming, and last month Baidu showcased its plans to be a leader in this space at the Baidu Cloud ABC Inspire Summit 2019. During the event, Baidu announced that it will prioritize the development of Artificial Intelligence (AI), Big Data, Cloud Computing, IoT, Edge Computing, and 5G, or what Baidu calls “ABC+X”. The company said it is trying to integrate the…

Another Set of Tariffs on Chinese Imports to the US will Further Slowdown Recovery of NAND Flash Market

The US is likely to impose high tariffs on all remaining Chinese imports, including all handsets manufactured or assembled in China. The tariffs, estimated to be as high as roughly US$325 billion, could delay the recovery of the NAND flash market. In 2018, the global NAND flash market reached US$58 billion. Mobile phones account for 42.1% of the total market, the largest among all NAND flash…

How Far Away are Autonomous Vehicles?

Recent developments in autonomous vehicles (AVs) have been encouraging with numerous tests proving safety and reliability improvements. Tesla recently made bold claims – saying its cars would be capable of level 4/5 autonomy in 2020. How realistic is this and by when can we expect a significant rollout of autonomous cars? Counterpoint Research predicts that, with the resolution of both the…

The European Smartphone Market Declined 3% YoY in Q1 2019

While overall smartphone sales declined 3% annually, Chinese brands grew a record 39% YoY in the European market. Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego May 21st, 2019 Smartphone sales declined 3% year-on-year (YoY) and 20% quarter-on-quarter (QoQ) in Europe during Q1 2019, according to the latest research from Counterpoint’s Market Pulse service. The findings of…

China Satcom Targets IoT Market in South-East Asia

The introduction of 5G is likely to accelerate the trend of people streaming video rather than watching traditional broadcast TV. To prepare for the disruption, Direct-to-Home (DTH) satellite operators such as China Satcom are looking at other markets such as high-speed broadband services, in-flight connectivity, and more recently IoT. Many satellite operators believe that there is a…

AMD Q1 2019: Revenue Dips with Decline of GPU Sales; Margin Increases as EPYC and Ryzen Picks Up Market Share

AMD reported a 23% year-on-year (YoY) decline in revenues in Q1 2019, making it the third consecutive quarter of declining revenues. AMD’s topline suffered due to the declining sales of Radeon channel products as well as decreased demand from Taiwan and Chinese OEMs/ODMs. However, its operating margin grew by 5 percentage points on account of increasing sales of EPYC, Ryzen, and datacenter GPU…

Emerging Memory Supplier YMTC to Challenge Global Leaders such as Samsung, SK Hynix & Western Digital in Next Five Years

In 2018, the global NAND flash market reached US$58 billion. Mobile phones and PCs account for 42.1% and 16.2% of the overall NAND market demand, respectively. The demand for NAND on the PC continues to increase because of the decreasing price, improving performance and higher density driven sleeker notebook designs. The mainstream capacity of SSD in PC is moving to 512GB from 256GB. The…

Google I/O 2019 – AI Prowess & Hardware Ambition Expands

The annual Google developer conference, Google I/O 2019, just concluded in Mountain View, California. Google CEO Sundar Pichai highlighted that the company is looking to resolve real-life problems through artificial intelligence (AI), machine learning, and other deep learning algorithms. The tech giant is marching ahead of competitors as online search, command and control shifts from the web to…

Dell, HPE, Lenovo Lead as Cloud Server Market Surges to a US$86 Billion in 2018

Chinese OEMs and Taiwanese ODMs are beginning to gain market share and are challenging their US counterparts soon. New Delhi, Hong Kong, Seoul, London, Beijing, San Diego, Buenos Aires – May 05, 2019 Ever since the rise of Big Data, there has been a lot of debate about the optimum way to store and process data. Today, both enterprises and individuals want to put their data on the cloud. Given…

Quick Takes from Apple’s Q2 FY19 Earnings Call

With waning iPhone sales and increasing revenues from services and wearables, here are three short takes on Apple's Q2 FY19 earnings call: iPhone sales continue to see a decline. Apple has seen a 20% year-on-year (YoY) decrease in sales, mainly driven by a weak Chinese market. However, the company claims to have lessened this impact compared to Q1 FY19 through implementing price adjustments…

Huawei’s Global Smartphone Market Share Reaches Highest Ever Level in Q1 2019

Overall smartphone shipment declined 5% in Q1 2019, making it the sixth consecutive quarter of shipments falling. New Delhi, Mumbai, Hong Kong, Seoul, London, Buenos Aires – May 1st, 2019 Huawei’s share in the global smartphone market reached its highest ever level of 17% during Q1 2019, according to the latest research from Counterpoint’s Market Monitor service. The findings of the research…

Samsung is the Most Preferred Brand for Next Purchase in the UK

The UK is a mature smartphone market driven by operator channels. Apple and Samsung dominate the best-selling list. Competition is intensifying with the likes of Huawei and Google coming out with very capable models in the premium segment. However, the results of Counterpoint’s Consumer Lens Study suggest that the rivalry between Apple and Samsung is expected to continue in 2019 and beyond.…

Smart Changes: Trends in Smartphone Hardware

Overview: This report talks about key component trends in smartphones with focus on dual camera, biometrics like 3D facial recognition and in-display fingerprint sensor, NAND capacity, AI and battery trends. We have highlighted smartphone shipment trends with key smartphone OEMs poised for growth. This report also talks about 5G forecast and how Bill of Materials cost is changing in…

Cellular Connected Industrial Machine Shipments to Grow at 43% CAGR till 2025

ABB, Siemens, Mitsubishi Electric, Panasonic and Dürr to account for 34% of total cellular connected industrial automation machine shipments during 2018-25.     New Delhi, Hong Kong, Seoul, London, Beijing, San Diego, Buenos Aires – April 11, 2019  The global cellular connected industrial automation equipment market is expected to grow at 43% CAGR between 2018 and 2025, according to the latest…