Counterpoint Research

Global Wafer Fab Equipment Revenue to Grow 18% in 2022

New Delhi, London, Hong Kong, Beijing, San Diego, Denver, Seoul, Buenos Aires – June 2, 2022 Global Wafer Fab Equipment (WFE) manufacturers’ revenue…

Global Semiconductor Shortage Likely to Ease Significantly in H2 2022

Global Semiconductor Shortage Likely to Ease Significantly in H2 2022 Despite China Lockdowns

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – April 20, 2022 Global semiconductor chip shortages are likely to continue…

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…

Counterpoint Research - NAND Market Report Q1 2021

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…

Counterpoint Research Smartphones Beat DRAM Drum to Meet Performance Demand

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…

Smartphone Storage Capacity Zooms on Increased Demand

Storage capacity is quickly gaining traction as one of the more important criteria for which smartphone OEMs compete among themselves, especially in…

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…

Memory Tracker Counterpoint Components

Expected Memory Market Rebound in 2020 and Continuous Investment Can Strengthen Samsung’s Leading Position in Memory

Samsung Electronics announced that it achieved memory revenue of 13.26 trillion won (USD 11.48 billion) in Q3 2019, up 7.8% sequentially, but down…

Samsung DS is Ready to Ride the 5G Wave

Samsung DS (Device Solution) is ready to unleash the huge potential of 5G and IoT, with comprehensive upgrades to the mobile processor, Neural…

SEMICON West 2019: New Non-Volatile Memory Technologies MRAM, PCM and RRAM to Revolutionize Future AI Workloads

Counterpoint Analysts were invited by Applied Materials, one of the leading semiconductor manufacturing equipment vendors, to participate in the AI…

SK Hynix to Cut DRAM Production and Reduce Wafer Start of NAND Flash

SK Hynix will begin to cut DRAM production from Q4 2019 as well as reduce its NAND flash wafer start by 15% as compared to its 2018 output. Last…

Another Set of Tariffs on Chinese Imports to the US will Further Slowdown Recovery of NAND Flash Market

The US is likely to impose high tariffs on all remaining Chinese imports, including all handsets manufactured or assembled in China. The tariffs,…

memory, sk hynix, samsung

Emerging Memory Supplier YMTC to Challenge Global Leaders such as Samsung, SK Hynix & Western Digital in Next Five Years

In 2018, the global NAND flash market reached US$58 billion. Mobile phones and PCs account for 42.1% and 16.2% of the overall NAND market demand,…

Average Storage Capacity in Smartphones to Cross 80GB by End-2019

The era of 1TB storage in smartphones has begun. Samsung has introduced the Galaxy S10 Plus with 1TB NAND flash memory, which is the highest storage…

One in Two Smartphones Sold Globally Sports a TLC NAND Flash Memory Solution

The smartphone has become one of the most important devices in the world today, enabling people around the globe to connect, communicate, create and…