counterpoint podcast oasis esim

Podcast #58 – Component Shortage: Will it drive the eSIM migration?

The COVID-19-led semiconductor shortage disrupted the supply chains of several industries. The shortage also accelerated lead times for key…

counterpoint podcast ep 56 foundy capacity expansion oversupply

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…

Impact of inflation on automotive industry Counterpoint

Price Hikes Slow Automotive Industry Recovery

The global automotive industry has been in turmoil since 2020. The industry and its supply chain were initially disrupted by COVID-19, and then by…

Indonesia Smartphone Shipments Drop 6% YoY in Q3 2021 on COVID-19, Supply Challenges

Indonesia Smartphone Shipments Drop 6% YoY in Q3 2021 on COVID-19, Supply Challenges

Boston, Toronto, London, New Delhi, Beijing, Taipei, Seoul – November 18, 2021 Indonesia’s smartphone shipments declined 6% YoY in Q3 2021 mainly due…