Counterpoint Quarterly Reports: Q4 2022

Global Wearables Quarterly Reports: Q4 2022 Published Date: 16th February 2023 Number of Pages: 38 Register on…

BoM Analysis – iPhone 14 Pro Max Costs 3.7% More to Make Than iPhone 13 Pro Max

The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB Nand flash is about $464, a 3.7% increase from that of the iPhone 13…

Webinar: Building Resilient Semiconductor Supply Chains

We are coming together with Invest India to hold a webinar on the Indian semiconductor industry. Title: Building Resilient Semiconductor Supply…

Global Smartphone CIS Market Revenues, Shipments Dip in 2022

In 2022, global smartphone image sensor shipments were estimated to drop by mid-teens YoY. Global smartphone image sensor revenues were down around…

Global Semiconductor Foundry Market Share: By Quarter

Global Semiconductor Foundry Revenue Share: Q4 2022E January 11, 2023 This page shows the quarterly revenue share for the top players in the global…

Infographic: Q3 2022 | Semiconductors, Foundry Share and Smartphone AP Share

Infographic: Semiconductors Top 7 in Q3 2022 Samsung again took the #1 place in the quarter, though its semiconductor revenue suffered headwinds on…

White Paper: Brand Study: The Rise of TECNO

Overview:  Over the past five years, the smartphone market has been evolving towards more premium offerings, helped by technology advancements across…

Feature Image

GlobalFoundries Reports Strong Q3 2022; Home, Industrial IoT to be Fastest-growing End Market in 2022

GlobalFoundries has reported strong Q3 2022 numbers with its revenue growing 22% YoY to $2.074 billion, driven by an increase in wafer shipments,…

Whitepaper: India Telematics Ecosystem: Trends, Adoption, Core Benchmarking & Outlook

Overview:  India’s telematics market is currently at a nascent stage but there is a steady demand for telematics devices. While the potential is…

TSMC sales 2022

TSMC’s Conservative Outlook on 7/6nm Demand Reaffirms Smartphone/PC Weakness

• TSMC has joined other semiconductor companies in giving conservative guidance due to the expected industry downturn in the next few quarters. This…

Infographic: Global Foundry Revenue Share | Q2 2022

Foundry Revenue Share by Vendors TSMC gained 200 bps in terms of market share in Q2 2022, driven by leading technology nodes for iPhone AP and…

Infographic: Global Smartphone AP Market Share | Q2 2022

Global Smartphone AP Market Share by Shipments MediaTek dominated the smartphone SoC market with a share of 39%. MediaTek leads the low-mid tier…

Counterpoint Headline Views

Our insights on the most important breaking news stories. For press inquiries requiring data or specific analyst quotes, please get in touch with us…

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…

Consumption of Indian Semiconductor Components to Climb to $300-Billion Cumulative Revenue During 2021-2026

Mobile and wearables, IT and industrial segments currently contribute around 80% of the semiconductor revenues in India. ‘Make in India’ and…

OLEDoS: Technological Breakthrough for AR/VR Devices

With the time spent on console games, home entertainment and online education increasing against the backdrop of COVID-19, AR/VR devices are drawing…

Qualcomm, Qorvo, Skyworks Lead the $4.4 Billion Smartphone RFFE Market in Q1 2022

In Q1 2022, the smartphone RF front-end market recorded nearly $4.4 billion in revenues. Qualcomm managed to expand its market share to around…

Counterpoint Research - Featured Image

Semi Bellwether TSMC’s Q2 Earnings Forecast Sunny Days Ahead

COVID-19, along with the rise of advanced capabilities such as 5G, AI and imaging technologies, has catalyzed the semiconductor demand for the last…