When the Chips are Down: Governments Move to Address Shortage
If there is one thing that COVID-19 continues to teach us is to not underscore the early signs of any crisis. This holds particularly true for the…
Semiconductor Shortages Hitting Smartphone Industry Hard; Counterpoint Lowers H2 2021 Shipment Forecasts
Smartphone shipment forecast for 2021 lowered to 1.4bn units, or 6% annual growth. Our previous forecast was 9% annual growth. This is mainly…
Infographic: Q2 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q2 2021 Intel leads on laptop & server growth NVIDIA enters as GPU sales at all-time high Top 7 take 55% share……
BoM Analysis Service: Key Device Component Prices
This iPhone BoM analysis is part of our Components Service – BoM Research, which helps clients understand component price trends across smartphones,…
MediaTek Captures Record 43% Share of Smartphone AP/SoC Shipments in Q2 2021
Qualcomm dominated the 5G baseband market with a 55% share. Qualcomm has started dual sourcing from foundries to mitigate the supply chain…
UNISOC’s Smartphone Application Processor Shipments Doubled in H1 2021
AP shipments of the UNISOC embedded smartphones increased 122% in H1 2021 Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul –…
Hon Hai – Diversification Beyond Apple into Semiconductor & EV Space Key to Long-Term Growth
We deep dive into the earnings performance of the world's largest smartphone EMS and potentially the largest EMS player by revenue - Hon Hai (Foxconn…
Smartphone Brands Bet on Under-display Camera for Full-screen Display
Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul - July 30, 2021 Under-display camera technology is at the core of the pursuit…
Podcast: US, India Look to Reshape Manufacturing Landscape
The geopolitical tensions between the US and China disrupted supply chains after sanctions against ZTE and Huawei. The global pandemic and lockdown…
Smartphone Primary Camera Resolution Continues to Improve Amid Growing Pressure on BoM Cost
Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul - July 6, 2021 For the rear main camera, demand for 48MP and above resolution…
Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021
London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – Jun 25, 2021 Global DRAM revenues rose to $19 billion in Q1 2021, increasing…
Yahoo Finance Featuring Brady Wang: COVID-19 outbreaks in Asia are impacting shipping and chip supply chains
Our Research Associate Director, Brady Wang joins Yahoo Finance's Kristin Myers and Alexis Chrostoforous to discuss the disruption in global shipping…
NAND Flash Recovery Begins on Rising Demand and Supply
London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – June 8, 2021 In the first quarter of 2021, the NAND flash memory market…
Smartphones Beat DRAM Drum to Meet Performance Demand
Smartphones are getting more performant with each passing day, thanks to the confluence of user demands and technological advancements. One of their…
Massive Fab Expansion to Change Geographical Mix of Supply
Counterpoint estimates a 21% increase (CAGR) in the average annual wafer capacity of leading-edge logic (non-memory) IC nodes (defined by 10nm and…
Foundry Node Migration to Shape Smartphone SoC Zero-sum Game
MediaTek’s sufficient capacity support from TSMC’s 6/7nm is attributed to its market share gains in 2021. Its next flagship 5G SoCs, under TSMC’s…
Foundry Capacity Shortage to Last Longer Than 1 Year Along With Increasing Foundry Costs
The semiconductor supply chain has been suffering capacity constraints since H2 2020, with both TSMC and Intel guiding more than 18 months of supply…
Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021
Seoul, Taipei, Beijing, London, Boston, Toronto, New Delhi, Hong Kong - May 3, 2021 MediaTek to lead global smartphone SoC market with 37% share…