Counterpoint Macro Snapshot - May 2025
Overview: The Counterpoint Macro Snapshot – May 2025 report is a unique piece which measures the impact of President Trump's tariffs on key global tech sectors. The report will describe the development of the trade war during April 2025 and how it will impact those sectors going forward, considering key elements from each sector like pricing, revenue and consumer demand.
Table of Contents:
- Macro Index, March 2025
- Risk-Impact Map, March 2025
- Global Smartphone Market and Supply Chain to be Hit Hard from Tariff Uncertainty
- Automakers Swerve to Minimize the Impact of US Tariffs
- Global PC Shipments Up 6.7% YoY in Q1 2025 Amid US Tariffs Anticipation
- Tariff Impact on the Display Industry
- Tariff Impact on Foundry Revenue
Number of Pages: 11
Publication Date: May 2025
Category
Industry
Macro & Geopolitics
Service
Macro & Geopolitics
Report Type
Report
Time Period
Monthly
Receive our insightful weekly newsletter and stay ahead of the competition.
Author
Andres Silva
.
William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.
Yang Wang
Yang is a Principal Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.
Archie Zhang
Archie Zhang is a Beijing-based research analyst specializing in the smartphone market. Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.