US Prepaid Channels Could Feel Components Supply Crunch Soon
After a tough 2020 where annual smartphone sales shrank by 15%, Q1 2021 looks promising. Our weekly counts hint at a 15-20% bump from last year –…
Intel enters $90B foundry business with IDM 2.0 strategy
• Intel is fortifying its manufacturing business • It will compete directly with TSMC and Samsung foundries Hong Kong, Beijing, Taipei, Seoul,…
Why Tech Should Follow Geopolitics in 2021
2020 was a year of crisis. And while it is hard to find reason for optimism in its wake, there are several lessons to be learned from the tumult that…
A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry
A bottom-up analysis on chip supply shortage and Intel’s CPU outsourcing plan from equipment and capex perspectives Since the beginning of this year,…
Smartphone Component Supply Shortages and Outlook for Top 6 Brands
Overview: The global smartphone market has come under pressure due to COVID-19 and component supply shortages, which will slow down the expected…
Seemingly Hasty, but Prudent TSMC’s New Fab Plan in the U.S.
TSMC announced that it intends to build and operate an advanced semiconductor fab in Arizona, United States. This capacity of new fab will be 20K…
Qualcomm’s Results Quantifies the Global Handset Slowdown Due To COVID-19, but Limited Impact to 5G Expectations
Qualcomm announced its March quarter earnings. Results were quite solid considering the once-in-a-lifetime global economic slowdown caused by…
AI Chip Start-Up Market Overview
Overview: The rapid adoption of AI has spurred the development of a new breed of AI chips with the performance needed to meet the high processing and…
Global Micro-Battery Market for Hearables (TWS) 2019-2020
Overview: Varta’s share price dropped sharply in January 2020 on concerns that its coin cell micro-battery business for hearables would be impacted…
Qualcomm Brings Advanced Smartphone Features & Ecosystem Strengths to Snapdragon 4,6,7 Series LTE Platforms
The smartphone market is going through a wave of change as we are at the horizon of the 5G era. 2020 is going to be the breakout year for 5G NR.…
Varta Will Continue Leading Coin Cell Micro-Battery Market for Hearables
Global micro-battery market for true wireless hearables will grow 90% year-on-year. Coin cell batteries will grow to account for 57% of the market…
Shakeout Coming in AI Chip Start-Up Market in 2020
Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego January 20th, 2020 The rapid adoption of AI has spurred the development of a…
New Entrants to Autonomous Vehicle Solutions Will Drive the Market in the Coming Decade
Autonomous driving is one of the most important applications for semiconductors in the next five years. The artificial intelligent (AI) chip in the…
3D Sensing – Next Megatrend in Smartphone
Overview: 3D sensing is entering a stage of wide adoption by leading smartphone brands. By 2021, it will become a standard feature on premium models.…
Another Strong Quarter for Android’s No.1 Fingerprint Solution Provider – Shenzhen Goodix Technology
Shenzhen Goodix Technology Co., Ltd. (SH: 603160), which mainly manufactures fingerprint identification chips and capacitive touch controller chips,…
Smartphones With AMOLED Displays Are Set to Surpass 600 Million in Unit Sales in 2020
AMOLED Smartphone sales will grow 46% YoY in 2020 driven by an increased mix of Flexible OLED smartphones in $300-$500 price tier Top five…
Meet Counterpoint at the NVIDIA GPU Technology Conference (GTC), China 2019
Catch us at NVIDIA GPU Technology Conference (GTC) China from December 17 – December 19 Our analyst, Brady Wang, will be attending the NVIDIA GPU…
Post Event Coverage: Day 1 Snapdragon Tech Summit :: Qualcomm Accelerates Its 5G Efforts with New Mobile Platforms
Qualcomm’s Snapdragon Tech Summit 2019 kicked off on 3rd December in Maui. Qualcomm has billed it as the largest launch event of the year for the…