counterpoint podcast geopolitics

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…

Counterpoint-Research-Massive-Fab-Expansion-to-Change-Geographical-Mix-of-Supply

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…

China’s ‘Two Sessions’ See a Great Wall of Supply Chain Resilience, Next-Gen Technologies

The March 5-11 plenary sessions of the two organizations that make China’s national-level political decisions introduced a range of important…

counterpoint podcast 5g smartphone shipment

Podcast: 5G Smartphone Shipments to Double in 2021 Despite Component Shortages

We saw the first wave of 5G smartphone launches in H1 2019 with prices above $1,000. These premium smartphones gave way to a completely new pricing…

counterpoint podcast semiconductor shortage

Podcast: Auto Sector’s Semiconductor Shortage Likely to Ease in Late 2021

The COVID-19 pandemic impacted automobile sales in H1 2020. But as the demand started recovering in H2 2020, the semiconductor shortage crisis hit…

Counterpoint Research: A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry

A bottom-up analysis on chip supply shortage and Intel’s CPU outsourcing plan from equipment and capex perspectives Since the beginning of this year,…

Counterpoint Research Foundry Industry’s Robust Revenue Growth to Continue in 2021

Foundry Industry’s Robust Revenue Growth to Continue in 2021

The semiconductor industry’s foundry sector delivered above-expectation revenue growth in 2020. With tightening supplies from most global vendors, we…

Counterpoint Semiconductor Giants Add Building Blocks for 5G Adoption (1)

Semiconductor Giants Add Building Blocks for 5G Adoption

There were three key announcements from semiconductor giants Qualcomm and MediaTek during IFA 2020. On the smartphone side, Qualcomm brought 5G into…

Counterpoint Shenzhen Goodix Technology Analysis

Another Strong Quarter for Android’s No.1 Fingerprint Solution Provider – Shenzhen Goodix Technology

Shenzhen Goodix Technology Co., Ltd. (SH: 603160), which mainly manufactures fingerprint identification chips and capacitive touch controller chips,…