Quest 3 to Help Maintain Meta’s XR Dominance Even as Apple Entry Looms

Meta announced the launch of the Quest 3 headset on June 1. To be retailed at just under $500, it will be released in autumn. The Quest 3 will have…

CTIA 5G Summit

US Wireless Industry Calls for More 5G Spectrum

US wireless communication industry body CTIA held its 5G Summit in Washington, DC, on May 17, bringing together industry and government officials.…

counterpoint samsung galaxy s23 ultra back

BoM Analysis: Samsung Galaxy S23 Ultra Costs $469 to Make

Qualcomm takes the top spot in terms of cost contribution, accounting for over 34% of the model’s BoM cost. Qualcomm and Samsung combined contribute…

Arm Platform TCS23 Sets Benchmark to Power Advanced, Holistic Mobile Computing Experiences

Arm globally unveiled its Total Compute Solutions 2023 (TCS23) platform at the Computex 2023 expo in Taipei. TCS23 will power the next-generation…

Foldable device display

Strategy Trumps Sentiment as OEMs Skip Canada for New Feature Launches

Google announced the launch of the Pixel Fold device at the Google I/O developer conference on May 10. The device features a 5.8” display when closed…

Rakuten’s Q1 2023 Results – Key Highlights And Analysis

Rakuten released its Q1 2023 results earlier this month. Mobile segment revenue increased 25.7% YoY to $710 million but was down 11.5% sequentially…

Google Puts Auto Expansion in Top Gear

Google has been making news in the automotive industry this year. First, with the announcement of HD Maps to support assisted driving and then with…

Cloud RAN Platforms – Why Are Vendors Adopting Different Layer-1 Acceleration Strategies?

CSPs are showing an increasing interest in leveraging the benefits of RAN virtualization and cloud-native technologies and vendors are responding to…

ADAS

Huawei ADS 2.0: A Promising New ADAS in Market

Huawei ADS 2.0 brings various improvements, particularly in driving experience and safety. Its enhanced hardware and new AI-powered features set it…

Artificial Intelligence: Regulation Should Target Humans, Not Machines

The recent Congressional hearings in the US greatly increase the prospect of some form of regulation of the AI industry, but this will have to be…

Counterpoint Research - Transsion Quarterly Updates

Transsion Updates – Full Year 2022

Improved Inventory Outlook Paves Way for Revenue Growth in 2023 May 16, 2023 Transsion Holdings reported revenues of RMB 46.6 billion for 2022, down…

counterpoint google i-o 2023 event

Google I/O 2023 Key Highlights: Generative AI, Search, New Pixel Devices and More

Google held its annual developer conference, I/O 2023, at the Shoreline Amphitheatre in Mountain View, California. The company’s biggest event of the…

MediaTek Analyst Summit: Focus on Widening Portfolio, Growth in US and Europe

MediaTek expects flat mobile revenue in Q2 2023 with growth in H2 2023 driven by an improvement in the elevated mobile inventory situation. The…

Netgear's M6 Pro Mobile Hotspot Router

Netgear Q1 2023: Revenue Stutters as Inventory Correction Set to Spill Into Q2

Netgear’s Q1 2023 revenue declined 27.4% YoY to $180.9 million. SMB segment revenue declined 2.6%, the first drop in eight quarters. Connected home…

STMicro Beats Q1 2023 Earnings Expectations Despite Chip Shortages

STMicro Beats Q1 2023 Earnings Expectations Despite Chip Shortages

STMicro expects 2023 revenue of $17.0 billion-$17.8 billion, representing a 5%-10% growth over 2022. Silicon carbide (SiC) substrate manufacturing…

Climate Change Concerns Aid LG Electronics’ Q1 Numbers

The revenue for Q1 2023 stood at KRW 16.26 trillion, a 5.7% YoY decline. The operating profit of the company declined by 15% YoY. The revenue from…

Counterpoint Research UMC Q1 2023 Earnings

UMC Q1 2023 Earnings: Weak Cyclical Recovery But 28nm Remains Resilient

Yet to see strong recovery signs in PC, smartphone, and consumer applications due to a slower pace of inventory digestion. Automotive application…

Analysis of the AR/VR Value Chain in China: Is China at the forefront of the industry?

The AR/VR (Augmented Reality/Virtual Reality) hype in China has gone through two waves of growth, despite the current relatively small market size.…