One in Four Cars Sold in China in 2022 Was an EV With BYD Powering Country’s Outperformance
China’s EV sales almost doubled in 2022 with 87% YoY growth. BYD led the market, followed by GM Group, Tesla, Geely Holding and GAC Group. China’s…
Counterpoint Macro Index Caps off 2022 with Another Quarterly Drop; But Forecast is Raised for 2023
The Counterpoint Macro Index reading of 77.56 for December 2022 marks another quarterly drop and only the second month-on-month rise in the index…
Podcast #60: Key Macro Risks For Tech Industry in 2023
The macro-environment saw a rollercoaster ride in 2022, one where our Counterpoint Macro Index dropped from 106.17 to 82.88 between January and…
Top 10 Macro Risks For Tech World in 2023
Counterpoint analysts say economic recession will be the biggest macro risk affecting the tech world in 2023. Economic recession is followed by the…
Tesla Leads US EV Market, Eclipsing Next 15 Brands Combined
EV sales in the US grew by 52% YoY during Q3 2022. Top 10 EV models constituted almost 70% of EV sales. US EV sales are expected to exceed 10…
Global PC Shipments’ Double-digit Crash in Q3
Taipei, London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Seoul – October 25, 2022 Global PC shipments fell 15.5% YoY in Q3 2022 to reach 71.1…
In Automotive Connectivity, Rolling Wireless Tops Module Market, Qualcomm Dominates Chipset Market in H1 2022
Qualcomm dominates automotive connectivity chipset market with more than 80% share Rolling Wireless leads the automotive connectivity module market,…
Global Cellular IoT Module Shipments Grew 20% YoY in Q2 2022
After declining in Q1 2022, the global cellular IoT module market recovered in Q2 2022 despite macroeconomic headwinds and lockdowns in China, the…
5G Infrastructure Vendors – Are They Immune To Recession?
Nordic vendors Ericsson and Nokia had a good second quarter. Ericsson reported a 13.7%* growth in revenue to $6 billion with net profit jumping 19.2…
Can Semtech’s Acquisition of Sierra Wireless Change Offerings in IoT Space?
US-based semiconductor manufacturer and LoRa pioneer Semtech announced a $1.2-billion deal on Wednesday to acquire Canada-based cellular IoT module…
Rogers Q2 2022: July network outage and inflation acts as a dark cloud over a successful 2nd quarter
Rogers reported an excellent quarter across all segments (wireless, cable, and media) with increased revenue, upgrades and subscribers and a…
Global PC Shipments in Q2 2022 See Largest YoY Decline Since Q2 2013
Taipei, London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Seoul – July 27, 2022 Global PC shipments fell 11.1% YoY in Q2 2022 to reach 71.2…
China Cloud on Tesla’s Q2 2022 Numbers; Fundamentals Remain Strong
Tesla sold more than 254,000 vehicles in Q2 2022, an increase of 27% YoY, which was below general expectations. This was the first time since the…
Counterpoint Macro Index Drops to Lowest Level in Two Years in June 2022
The Counterpoint Macro Index reading of 82.86 for June 2022 marks the index’s worst reading for the year and the lowest since June 2020. The war in…
Global Smartphone Sales Fall Below 100Mn Units in May
Only second time sales dip below 100mn units in almost 10 years New Delhi, Seoul, Boston, Denver, Taipei, Beijing, London, Toronto, Hong Kong – June…
Smartphone Price Observations for 2021 and Outlook for 2022
Global inflation of goods due to supply chain issues, rising energy prices, labor shortages and higher input costs has also made an impact on the…
Russia – heading for recession, mobile market will contract
We have been warning for some months that Russia is heading for tough times. The international response to Russia's intransigent position in Ukraine…