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…
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’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…
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…
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…