March 11, 2022
Android Smartphone SoC Market: MediaTek Leads in Low-Mid Tiers, Qualcomm in Upper
The global Android smartphone AP (Application Processor)/SoC (System on Chip) sales grew 3.6% YoY in 2021, according to the latest research from…
March 9, 2022
MWC 2022: 5G Open RAN, Private Networks, eSIM, Foldables & Sustainability Takes Center Stage
It was a great last week to physically go on the annual pilgrimage at the technology mecca GSMA MWC 2022 Barcelona after three years! It was a…
March 8, 2022
Applied Materials’ PPACt Play Drives Record Quarterly Revenues
Global secular trends in the electronics industry, like the Internet of Things (IoT), 5G, innovation in edge and cloud, are expected to continue to…
March 8, 2022
Infographic: Q4 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q4 2021: Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of…
February 18, 2022
AMD in 2021: A Year of Great Profits, Market Gains
AMD, one of the world’s leading chip companies, has reported a 49% YoY growth in its Q4 2021 revenue to $4.8 billion while increasing its gross…
February 4, 2022
EUV Technology Leader ASML Etches Successful Earnings Pattern
Semiconductor industry revenues are expected to reach around $1 trillion by 2030 due to increased demand in 5G, IoT, cloud computing, high…
January 28, 2022
Samsung Takes Semiconductor Crown From Intel in 2021
London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – January 28, 2022 Semiconductor industry went through significant structural…
January 21, 2022
Virtual Event: 5G Monetization Forum
Our Research Vice President Neil Shah will be speaking at the 5G Monetization Forum on 15th February 2022. The event is organized by RCR Wireless…
January 18, 2022
TSMC to Boost Capex in 2022 Driven by 5G Applications, High Performance Computing
TSMC has announced a capital spending of $40-44 billion for 2022 keeping in view its massive new fab construction plans. This is above the industry…
December 16, 2021
Whitepaper – 5G Smartphone SoC Development Trend
Overview: Globally, 5G smartphones have seen fast adoption rates in the past two years. For 2022, Counterpoint expects the worldwide 5G smartphone…
December 10, 2021
Infographic: Q3 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q3 2021: Intel and Broadcom are two companies reported QoQ revenue decline in top 7 SK Hynix and Micron reported…
November 2, 2021
RISC-V Adoption Picks Up Pace
IP design around the chipset architecture, security and cutting-edge performance improvements matching the advancements in manufacturing process and…
October 1, 2021
When the Chips are Down: Governments Move to Address Shortage
If there is one thing that COVID-19 continues to teach us is to not underscore the early signs of any crisis. This holds particularly true for the…
September 30, 2021
Semiconductor Shortages Hitting Smartphone Industry Hard; Counterpoint Lowers H2 2021 Shipment Forecasts
Smartphone shipment forecast for 2021 lowered to 1.4bn units, or 6% annual growth. Our previous forecast was 9% annual growth. This is mainly…
September 28, 2021
Infographic: Q2 2021 | Semiconductors
Semiconductor Top 7 by revenues, Q2 2021 Intel leads on laptop & server growth NVIDIA enters as GPU sales at all-time high Top 7 take 55% share……
July 16, 2021
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…
May 13, 2021
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…
May 13, 2021
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…