On Display at Qualcomm 5G Summit: Mobile Industry’s Acceleration to 5G
As Counterpoint Research has been writing, 5G rollouts and 5G device activations are happening at a much faster pace than LTE. Till October, there…
US 5G Mobile Market Hits an Interesting Acceleration Point
The US 5G market has hit an interesting stage with tons of action. On the mobile operator side, T-Mobile, AT&T and Verizon have all amassed 5G…
Apple to Outperform Global Smartphone Market in 2020; iPhone Refresh to See Significant Upgrade Cycle in Q4
Counterpoint Research expects Apple sell-in volumes to grow 4% YoY in 2020. Global smartphone market will retract by 10% in 2020. iPhone 12 family…
US Smartphone Recovery Continues in July; Key Entry Devices are Launched
The US market continues to see sell-through volumes recover after the tremendous slow down seen in April and May due to the COVID-19 pandemic. The US…
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…
Mike Sievert Takes Helm of the New T-Mobile and Postpaid Momentum Continues
Mike Sievert became CEO of the new T-Mobile on May 1st, taking over from the bombastic John Legere. Legere led T-Mobile for seven years. During this…
Samsung Galaxy Note 20 Ultra Set to Hit the Right Note With Fans
Samsung did a very admirable ‘Galaxy Unpacked 2020’ virtual event to unveil two new Note 20 smartphones, the foldable Galaxy Z Fold 2, two Galaxy Tab…
The John Stankey Era Begins at AT&T
The John Stankey era has begun at AT&T. Stankey, an AT&T veteran, takes the helm from Randall Stephenson who led AT&T the past 13 years.…
Qualcomm Inks Long-Term IP Licensing Deal with Huawei as 5G Adoption in China Skyrockets
Qualcomm reported a very solid June quarter despite the stranglehold COVID-19 had on much of the world during the period. Two key items came out of…
US Smartphone Sell-Through Volumes Fall 25% in 2Q20; iPhone SE a Bright Spot
New York, San Diego, Los Angeles, Boston, Toronto, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul July 20, 2020 During the second quarter…
TCL 10 Pro: A Competitive Android Value Smartphone
The number four smartphone OEM in the US, TCL, has launched a feature-rich smartphone focused on a premium AMOLED display, four rear cameras, and a…
Apple iPhone Sales Suffer Due to COVID-19; Services and Wearables Come to the Rescue
Apple showed it is resilient and has revenue diversification during these extraordinary COVID-19 times. The company saw iPhone volumes decline 7% but…
Qualcomm’s Results Quantifies the Global Handset Slowdown Due To COVID-19, but Limited Impact to 5G Expectations
Qualcomm announced its March quarter earnings. Results were quite solid considering the once-in-a-lifetime global economic slowdown caused by…
高通以系统级解决方案引领全球5G半导体市场
随着5G部署持续推进，高通正不断获得市场动能 搭载骁龙865的智能手机已经开始陆续上市。与往常一样，由于芯片基准测试可能会产生误差，因此通过市场来检验终端是评估其性能的最佳方式。高通正通过其第二代旗舰级SoC，搭配先进的调制解调器到天线系统级解决方案，不断加强其在5G领域的领导力。…
Qualcomm is Leading the 5G Semiconductor Market with a System-Level Approach
Qualcomm is building momentum as 5G rollouts continue Smartphones with the Snapdragon 865 are beginning to hit the market. As always, testing of…
Samsung Unpacked Event – Lots of Folds, Pixels and 5G
Samsung Unpacked 2020 event had lots of energy and hardware announcements. In an era where it is very difficult to differentiate, Samsung did an…
Qualcomm Sees Positive Results: What Does It Say About 5G, Coronavirus, and China-Us Trade Relations?
Qualcomm reported strong quarterly earnings with revenues up 5% and net income up 13%. The 1.5x larger ASPs of 5G vs. 4G are beginning to be seen.…
Apple Quarterly Results Eclipse Expectations; iPhone Drives the Quarter
Apple results in their largest quarter of the year were above expectations. The big driver was iPhone sales. Many believed this would be a…