Counterpoint Automotive Quarterly, Global Edition Q3 2022

Published Date: 21st September 2022

Number of Pages: 41

Table of Contents:

  • China Q2 EV Sales Almost Doubled YoY, Despite a Weak Quarter
    • Market summary:
    • Background
  • LiDAR Now High on Automotive Industry Radar
    • Automotive LiDAR market
    • Conclusion
  • u-blox Continues Strong Growth in H1 2022
    • H1 2022 highlights
    • GNSS modules
    • Wi-Fi/BT modules
    • Cellular IoT modules
    • GNSS chips
    • Market outlook
  • Telit’s Acquisitions to Reshape Global IoT Module Market
    • Telit-Thales deal
    • Telit-Mobilogix deal
    • Conclusion
  • Global EV Sales up 61% in Q2 2022; BYD Leads Market
    • Market Summary
    • Background
  • A Promising Yet Challenging Market for Self-driving SoCs
    • Advantages, Disadvantages Faced by 3 Primary ADAS/AD Chip Vendors
    • Competitor landscape
  • STMicro Q2 2022 Net Revenue up 28.3% YoY Driven by Increase in Semi Content, Automotive Demand
    • Segment revenues
    • Company forecast
    • Key takeaways
  • Can Chinese EV Makers Make it Big in Japan?
    • FCEV vs BEV: What will be the future trend?
    • Why BYD decided to enter Japan electric car market?
    • China EV makers going overseas: Challenges and opportunities
  • China EV Charging Points Soar 56% YoY in 2021; 42% CAGR Seen for 2022-2026
    • Background
  • China Cloud on Tesla’s Q2 2022 Numbers; Fundamentals Remain Strong
    • Tesla bets on in-house battery cell manufacturing
    • Other businesses see 33% YoY growth
    • Tesla converts 75% of its Bitcoins to fiat currency
    • Q2 2022 Financial Results
    • Market Outlook
  • Local Lead: After Uber, Grab Aims to Overtake Google Maps, HERE in Southeast Asia
    • Why Grab decided to launch its own map service?
    • What are Grab map service outlook and implications?
    • Key conclusions
  • Global EV Shipments Up 79% YoY in Q1 2022; Tesla Remains Leader
    • Background
  • Europe Connected Car Market Drives Forward Despite Bumps
    • Background


Counterpoint Smartphone Quarterly, Asia Edition Q2 2022

Published Date: 2nd August 2022

Number of Pages: 40

Table of Contents:

  • Bangladesh Smartphone Market Declined 7% YoY in Q1 2022; Samsung Takes Top Spot
    • Market Summary
  • Top 5 Smartphone Model Share For 8 Countries: April 2022
    • Best Selling Smartphones in USA
    • Best Selling Smartphones in UK
    • Best Selling Smartphones in China
    • Best Selling Smartphones in India
    • Best Selling Smartphones in France
    • Best Selling Smartphones in South Korea
    • Best Selling Smartphones in Germany
    • Best Selling Smartphones in Japan
  • OPPO Leads ‘Made in India’ Smartphone Shipments in Q1 2022; Local Smartphone Manufacturing Volume Grows 7% YoY
    • Manufacturing Landscape
    • Government Initiatives
  • Malaysia’s Smartphone, Telecom Ecosystem Looking for Much-needed Synergy
    • 5G Conundrum
    • Economy
    • Covid Effect
    • Consumer Front
  • Impending Telecom Duopoly to Weigh on Thai Market Competition?
    • Advantages of scale
    • Expansion in spectrum portfolio
    • Technology-driven growth opportunities
    • Wave of consolidation
    • Way ahead
  • Philippines Smartphone Shipments Down 5% YoY in Q1 2022 on Supply Issues, COVID-19 in China
    • Market Share
  • Thailand Smartphone Shipments Down 10% YoY in Q1 2022 on Sluggish Economy, Supply Constraints
    • Market Summary
  • Vietnam Smartphone Shipments Down 3% YoY in Q1 2022; Xiaomi Becomes Second-biggest Brand
    • Market Summary
  • Indonesia Smartphone Market Grows 11.5% YoY in Q1 2022; OPPO Stays at Top
    • Market Summary
  • China Smartphone Market Share: By Quarter
    • Highlights
  • China Smartphone Sales Decline for 10 Consecutive Weeks in First Half of 2022
    • Market Performance
  • China Smartphone Market $250-$399 Price Band Share Grows 10% YoY in Q1 2022, vivo Takes Top Spot
    • Factors Affecting
  • Supply-hit India Smartphone Shipments Decline in Jan-Mar
    • Market Summary
  • India Smartphone Market Share: By Quarter
    • Highlights
  • China Q1 2022 Smartphone Sales Drop 14% YoY to Test 2020 Levels; HONOR Registers Highest YoY Growth
    • Vendors’ Performance


Counterpoint Wearables Quarterly, Global Edition Q2 2022

Published Date: 26th July 2022

Number of Pages: 40

Table of Contents:

  • Brand and Features Beat Price in TWS Market
  • Infographic: Smartwatch Market | Q1 2022
    • Smartwatch Market Share by Brand
    • Smartwatch Market Share by Region
  • Can Google’s Pixel Watch Be a Game Changer in Smartwatch Market?
    • What has been officially announced?
    • What about the specifications?
    • Why Google wants to enter smartwatch market?
    • Global smartwatch market outlook
  • Smartwatch Market Grows 13% YoY in Q1 2022; Apple Stays First, Samsung Solidifies Second Place
    • Market Summary
  • Q1 2022: boAt Leads India Neckband Market Followed by OnePlus
    • Market Summary
  • Meta Quest 2 First VR Headset to Cross 10 mn Shipments
  • Global Smartwatch Shipments Market Share (Q2 2020 – Q1 2022)
  • India TWS Shipments Grow 66% YoY in Q1 2022; Local Brands Capture 4 Out of Top 5 Spots
    • Market Summary
    • Other Emerging Brands in Q1 2022
  • India Smartwatch Market Grows 173% YoY in Q1 2022; Noise Leads, Fire-Boltt Takes Second Spot for First Time
    • Market Summary
  • Sony WF-1000XM4 Review: Great ANC TWS Earbuds With Stellar Audio
    • Sony WF-1000XM4 Specifications and Features
    • Sony WF-1000XM4 Performance: More Bang for your Buck
    • Key Takeaways
    • Wishlist for WF-1000XM4 Successor
  • Global XR (AR & VR Headsets) Shipments Market Share: By Quarter
    • Global Highlights\
  • Metaverse Reignites XR Interest in Chinese Markets
    • Current landscape
    • Overview of Leading Players in China
    • Technological landscape
    • Competitive landscape
  • Qualcomm FastConnect 7800: Introducing Wi-Fi 7 to Power Multi Gigabit, Low-Latency Metaverse & Computing Experiences
    • Key Highlights
    • Key Takeaways

Counterpoint Smartphone Quarterly, Global Edition Q2 2022

Published Date: 18th July 2022

Number of Pages: 56

Table of Contents:

  • Global Smartphone Sales Fall Below 100Mn Units in May
  • Parallel Smartphone Imports Start in Russia, Can They Help?
    • Smartphone brands leave Russia
    • Russia legalises parallel imports
    • First batch arrives
    • Future Outlook
  • Apple Takes 62% of Global Premium Market in Q1 2022
  • Top 5 Smartphone Model Share For 8 Countries: April 2022
    • Best Selling Smartphones in USA
    • Best Selling Smartphones in UK
    • Best Selling Smartphones in China
    • Best Selling Smartphones in India
    • Best Selling Smartphones in France
    • Best Selling Smartphones in South Korea
    • Best Selling Smartphones in Germany
    • Best Selling Smartphones in Japan
  • Apple Leads Global Top 10 List in April, Samsung Follows
    • Apple
    • Samsung
    • Xiaomi
  • A Repairable Future
    • How is repairability gaining momentum in the present world?
    • Repairability and Circular economy
    • Relevance today
    • Future of Sustainability and Building a Business from Waste
  • Apple’s Pay Later Option May Impact Consumption Patterns
    • How Apple’s Pay Later works
    • Pay Later Advantages and Risks
  • Smartphone Cameras Continue Steep Advances as Software Drives Innovation in New Directions
  • Global Smartphone Shipments to Contract 3% YoY in 2022 on Economic Headwinds
    • Reasons for global smartphone market contraction
    • Outlook
  • Samsung Reaches its Highest Monthly Market Share in 5 Years
  • Xiaomi’s 4.6% YoY Revenue Decrease in Q1 2022 Signals Turbulence in Smartphone Segment
  • 500-mn Installed Base: Xiaomi Joins Samsung, Apple; What Next?
    • Better brand recognition
    • Monetizing traffic
    • Cross-selling IoT products
    • Conclusion
  • Global Refurbished Smartphone Market Infographic | 2021
  • Global Smartphone Market Share: By Quarter
    • Global Smartphone Quarterly Market Data (Q2 2020 – Q1 2022)
    • Highlights
    • Why is the smartphone market declining in Q1 2022?
    • Which country has the highest market share of smartphones globally?
  • Apple’s Record Quarter Shadowed by Continued Shortages, Other Risks
    • Key highlights from Apple’s March quarter
    • Regions
    • Product categories
    • Outlook
  • Global Smartphone Market Declined by 7% YoY Amidst Supply Constraints and Geopolitical Uncertainty in Q1 2022
    • Other Key Trends
  • Samsung Led Top 10 5G Android Best-selling Smartphones in Feb 2022
    • Model Summary
  • Global Refurbished Smartphone Market Beats Expectations, Grows 15% YoY
    • Sustainability efforts
  • Apple’s Hardware Subscription Plan a Game Changer
    • Hardware subscription model: Kill many birds with one stone
    • Key Implications
  • 50MP Image Sensors to Retain Growth Momentum in 2022
  • Handheld Gaming Devices Trend Again on Tech, Mobile Push
    • Fall and re-emergence of handhelds
  • Outlook for handhelds


Counterpoint IoT Quarterly, Q2 2022 Edition

Published Date: 13th July 2022

Number of Pages: 40

Table of Contents:

  • Bespoke Home 2022: Samsung’s Smart Home Strategy Gathers Pace
    • SmartThings Cooking
    • SmartThings Clothing Care
    • SmartThings Home Life App
    • Counterpoint’s Take
  • Quectel, Fibocom & Sunsea Capture Half the Cellular IoT Module Market in Q1 2022
  • Europe Connected Car Market Drives Forward Despite Bumps
  • Smart TV Share in India’s Overall TV Market at Record 89% in Q1 2022
    • Market Summary
  • Can Google’s Pixel Watch Be a Game Changer in Smartwatch Market?
    • What has been officially announced?
    • What about the specifications?
    • Why Google wants to enter smartwatch market?
    • Global smartwatch market outlook
  • G+D & Thales lead the Global eSIM Enablement Landscape
  • Connected Vehicle 2022 Summit: From ADAS to Autonomous Mobility, Here are Some Key Takeaways
    • Connected, Autonomous, Shared, Electric and Smart Mobility
    • Shifting Future of Automotive Industry to Top Gear with Connected Mobility
    • Driving Towards Connected, Secure, Autonomous & Electric Mobility
    • Emerging Technologies – Riding the Next Wave of Connected & Autonomous Mobility
    • ADAS – A Game Changer for Safe and Autonomous Driving
    • Shaping the Future of Mobility with IoT, Connectivity & Sustainability
    • Intelligent Transportation System to Promote Safety & Improve Mobility
    • Protecting Software-defined Vehicles with Cybersecurity Solutions
    • Charting the Future of Connected Mobility with Automotive Telematics
    • Market Outlook
  • Qualcomm’s latest offerings to fire-up robot ecosystem
    • 5G and AI central to robotics
    • Delivery robot shipments to rise 10x by 2025
    • Qualcomm ups the power with new robotics platform
    • RB6: New premium chipset for robots
    • Qualcomm Robotics RB6 Platform
    • Key Takeaways
  • Global Cellular IoT Module Shipments to Cross 1.2 Bn Units by 2030
  • IoTerop Betting on LwM2M for Massive IoT Adoption
    • IoTerop Evolution from Development Tools to Platform
    • IOWA Device Management SDK – Offering a Flexible, Secure Device Management Platfor
    • Key Features
    • Opportunities
    • ALASKA Device Management Platform
    • Key Features
    • Opportunities
    • NEBRASKA CoAP-as-a-Service – Offering Greater Flexibility for Additional DM Features, Network Agnostics
    • Ecosystem Partnerships – Expanding Footprint Across Value Chain
    • Opportunities
    • Key Takeaways
  • How Connected Vehicle Data is Shaping the Automotive Industry
    • What makes a car “connected’’?
    • Use Cases for Vehicle Data
    • OEM’s slow approach to capitalize on the car data
    • What are the Data Aggregators?
    • Wejo
    • Financial Highlights
    • Otonomo
    • Financial Highlights
    • Conclusion
  • Qualcomm Retains Top Position in Global Cellular IoT Chipset Market in Q4 2021
  • u-blox Makes a Strong Comeback in 2021; Modules Contribute Most of Revenue
    • GNSS module market
    • Wi-Fi/BT module market
    • Cellular IoT module market
    • GNSS chip market
    • Market outlook


Counterpoint Semiconductor Quarterly, Global Edition (Q2 2022)

Published Date: 30th June 2022

Number of Pages: 60

Table of Contents:

  • MediaTek Narrows Gap with Qualcomm to 2% in US Android Smartphone SoC Market
  • Nvidia’s Data Center Segment Becomes its Biggest Revenue Contributor for Q1 2022
    • Gaming revenue to decline in Q2 due to architectural transition, mixed global demand
    • Pro visualization grows 79.5% YoY to achieve $629 million in revenues
    • Automotive declines 11.5% YoY at $134 million with uplifting short-term outlook due to Drive Orin SoC
    • Data center is the crown jewel with 79.4% YoY growth at $3.6-billion revenue
    • Outlook for Q2 2022
  • Smartphone Cameras Continue Steep Advances as Software Drives Innovation in New Directions
  • Qualcomm Captures 44% of the Smartphone AP/SoC and Baseband Revenues in Q1 2022
    • Summary
  • Global Wafer Fab Equipment Revenue to Grow 18% in 2022
    • WFE market outlook looks impressive
    • WFE Market: 2018 – 2021
    • WFE Market: 2022 Outlook
  • Qualcomm’s Premium Portfolio Leads Record Revenues in Handsets
  • Global Smartphone Application Processor (AP) Market Share: By Quarter
    • Highlights
    • Global Smartphone Chipset Market Share (Q4 2020 – Q1 2022)
  • AMD Records Stellar Q1 2022 Numbers, Completes Xilinx Acquisition
    • Client Compute revenues
    • Enterprise, Embedded and Semi-custom segment
  • MediaTek Unveils Three Smartphone SOCs
    • Dimensity 930
    • MediaTek helio G99
    • Dimensity 1050
  • Global Semiconductor Foundry Market Share: By Quarter
    • Global Semiconductor Foundry Market Share (%)
  • Qualcomm Dominates Premium Android Smartphone Chip Market in Q1 2022
    • Qualcomm
    • MediaTek
    • Samsung
    • UNISOC
    • HiSilicon
  • How Qualcomm Views Opportunity at the Edge
  • The Uphill Battle for Intel Commences With its First Earnings of 2022
    • Segment Reports:
    • Client Computing: Consumer and Apple headwinds chip away $1.4B from the Client Group
    • Datacenter and AI (DCAI) Proves to be The Revenue Guard for Year 2022
    • Network and Edge (NEX) segment rolls due to the ’Edge’ Expansion
    • Accelerated Computing Systems and Graphics (AXG) Revenue is at $219M
    • Mobileye Logs Record Revenues at $394M
    • Intel Foundry Services (IFS) is on a promising start with $5B in deal value across nodes
    • Outlook for Q2 2022
  • ASML Net Sales at High End of Guidance; High NA Orders to Drive Long-term Growth
    • Q1 2022 update:
    • Breakdown: Net system sales
    • Business outlook – 2022
    • Q2:
    • Full year:
    • Products and businesses
    • Developments in Q1 2022
    • Announcement to watch out
    • Impact of increased costs on 2022 margins
    • Key takeaways
  • Entry Into Flagship Segment, 5G AP/SOCs Lead to Strong Growth for MediaTek in Q1 2022
  • TSMC’s Quarterly High-performance Computing Sales Surpass Smartphones for First Time in Q1 2022
    • HPC silicon demand is on a multi-year, structural growth trajectory
    • 5/4 nm is the mainstream today, 3 nm to ramp up from 2023
    • Conclusion
  • Broadcom Looks to Build on Wi-Fi 6/6E Momentum with End-to-End Wi-Fi 7 Solutions
    • Broadcom’s Latest Wi-Fi 7 Solutions Driven by Key Foundational Capabilities
    • Applications and Use Cases
    • Key Takeaways
  • Qualcomm Bolsters Automotive Presence with One More Deal
    • The multi-year partnership
    • Key Takeaways
  • Global Semiconductor Shortage Likely to Ease Significantly in H2 2022 Despite China Lockdowns
  • Efforts to Diversify Semiconductor Supply Chain Gather Pace
    • Taiwan
    • US
    • Europe
    • China
    • India
    • Geopolitics
  • Qualcomm Retains Top Position in Global Cellular IoT Chipset Market in Q4 2021
  • Qualcomm FastConnect 7800: Introducing Wi-Fi 7 to Power Multi Gigabit, Low-Latency Metaverse & Computing Experiences
    • Key Highlights
    • Key Takeaways:
  • 50MP Image Sensors to Retain Growth Momentum in 2022


Counterpoint Smartphone Quarterly, US Edition (Q2 2022)

Published Date: 24th June 2022

Number of Pages: 30

Table of Contents:

  • Apple Takes 62% of Premium Market in Q1 2022
  • Apple Leads Top 10 Smartphone List for April 2022, Samsung Follows
    • Apple
    • Samsung
    • Xiaomi
  • Top 5 Best Selling Smartphones in USA in April 2022
  • A Repairable Future
    • How is repairability gaining momentum in the present world?
    • Repairability and Circular economy
    • Relevance today
    • Future of Sustainability and Building a Business from Waste
  • Apple’s Pay Later Option May Impact US Consumption Patterns
    • How Apple’s Pay Later works
    • Pay Later Advantages and Risks
  • US Smartphone Market to Grow 2% YoY in 2022 as Inflation Weakens Demand
    • Short-term forecast; consumer demand impact
    • Channel dynamics
    • Budget device drivers
  • Smartphone Cameras Continue Steep Advances as Software Drives Innovation in New Directions
  • Global Smartphone Shipments to Contract 3% YoY in 2022 on Economic Headwinds
    • Reasons for global smartphone market contraction
    • Outlook
  • Prepaid Sales Decline while Postpaid Remains Strong in April
    • Prepaid and Retail Performance in April
    • Postpaid Outlook Remains Strong
  • US Smartphone Market: After Q1 Drop, Postpaid to Provide Strong Momentum in Q2
    • AT&T wins postpaid subscribers as T-Mobile growth slows. Verizon and US Cellular posts net-add losses
    • Prepaid sales were weak despite tax-season promos
    • Cable players continue growing, taking subscribers from postpaid carriers
    • National retail sales soft
    • April smartphone sales see growth, Q2 inflationary impact less than expected
  • US Smartphone Shipments Market Data (Q4 2020 to Q1 2022)
    • Highlights
    • US Smartphone Shipments Market Share (%)
  • US Smartphone Sales Decline 6% YoY in Q1 2022 as Pandemic Demand Cools
    • Market performance
    • OEM dynamics
    • Short-term outlook
    • Other key Q1 2022 highlights
  • Will 10 Pro Provide Premium Push to OnePlus’ US Dream?
    • A short review
    • US market and OnePlus: Still just a prepaid contender?
  • Apple’s Hardware Subscription Plan a Game Changer
    • Hardware subscription model: Kill many birds with one stone
    • Key Implications
  • 50MP Image Sensors to Retain Growth Momentum in 2022
  • Handheld Gaming Devices Trend Again on Tech, Mobile Push
    • Fall and re-emergence of handhelds
    • Outlook for handhelds


Some of our upcoming reports:

Counterpoint Wearables Quarterly, Q2 2022 Edition (19th July)

Counterpoint Smartphone Quarterly, Q2 2022 Asia Edition (26th July)