Podcast #56: Foundry Capacity Expansion Easing Chip Shortage, But Weakening Demand Can Cause Oversupply
The global semiconductor components shortage has been in the news since the start of the COVID-19 pandemic. Trade tensions between the US and China…
Increased EUV Shipments Help ASML Deliver Strong Growth in Q2 2022
ASML has delivered a strong Q2 2022 ahead of its guidance with record quarterly orders. Net sales increased by 35% YoY to €5.4 billion driven by…
Global Smartphone Market Declined by 7% YoY Amidst Supply Constraints and Geopolitical Uncertainty in Q1 2022
The global smartphone market declined by 7% YoY and 12% QoQ to 328 million units in Q1 2022. While Samsung’s shipments declined 3% YoY, it was the…
Global PC Shipments Down 4.3% YoY in Q1 2022; Component Shortages Likely to Ease in H2
Taipei, London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Seoul – April 28, 2022 Global PC shipments fell 4.3% YoY in Q1 2022 to reach 78.7…
Ukraine Crisis Derails Automotive Recovery
The potholes on the road to post-covid recovery for the global automotive sector seem never-ending. The back-to-back waves of COVID-19, followed by…
LATAM Smartphone Shipments Grow 13.4% YoY in 2021 Despite Supply Constraints
LATAM smartphone shipments grew 13.4% YoY in 2021 and .03% YoY and 9% QoQ in Q4 2021. Samsung led the market with 38% share, followed by Motorola…
Smartphone Price Observations for 2021 and Outlook for 2022
Global inflation of goods due to supply chain issues, rising energy prices, labor shortages and higher input costs has also made an impact on the…
Smartphone Primary Camera Resolution Continues to Improve Amid Supply Shortages
Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul – Nov 11, 2021 Smartphones featuring rear main cameras powered by 48MP and…