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Memory semiconductor

半导体存储器

智能手机是当今最重要的消费电子产品。手机的功能早已不局限于是接打电话而已。他们还提供计算摄影、实时手机游戏、实时4K视频和流媒体音频等等。这份报告解释了智能手机中使用的移动存储器的架构，以及每种架构的优势和未来的可能性。

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公开报告

Infographic: Q4-2021 / Semiconductors

Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.

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报告

XR (AR &VR Headsets) Quarterly Model Tracker: Q1 2020 – Q2 2023

  • Report
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Overview:

This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 40+ XR brands and 100+ headset models by memory variants.

  • Time period: Q1 2020 to Q2 2023 with quarterly granularity
  • By brand (40+) and models (100+)
  • By region: Global
  • Specification and prices (35+)
    • Price bands
    • Chipsets Company
    • Chipset Models
    • Display Size
    • Display Type
    • Internal memory
    • RAM
    • Wi-Fi Type
    • FOV
    • 26+ other specifications

Publication Date: September 2023

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Smartphone Intelligence Tracker, September 2023

  • Report
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Overview:

Counterpoint’s monthly Smartphone Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the smartphone ecosystem (OEMs, app ecosystem, policy, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

The September edition analyses key developments within the smartphone ecosystem from 22nd August 2023 to 21st September 2023. It also covers the list of key smartphone launches during the period.

Some of the developments from this edition, where our analysts give their points of view include:

  • Apple to Provide iPhone 12 Software Update in France to Settle Radiation Row
  • Finnish Mobile Carriers Suspend Xiaomi Sales Over Presence in Russia
  • Google Begins Work on QR Code-based eSIM Transfer
  • Xiaomi Supplier to Open Factory Near Delhi for Producing Smartphones
  • Samsung Display to Supply Lion’s Share of iPhone 15 Panels
  • Pakistan government to launch interest-free service to get mobile phones on installments
  • iPhone Maker Foxconn Aims to Double India Investment, Employment
  • OPPO A2 Pro Debuts in China with Free Battery Replacement Program

Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the September edition, a report titled, ‘Understanding the Purchase Journey of Recently Smartphone Buyers Opting for Financing, has been featured. 

Published date: 26th September 2023

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Market Pulse: Flagship Model Sales (August 2023)

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Overview:

Counterpoint Research’s Market Pulse is a monthly service analysing the Global Handset Market Sell Through Landscape by OEMs, Regions, Models, specifications, and latest developments giving a holistic view of the industry. Market Pulse’s flagship model sales report provides monthy model-wise sales data for flagship and best selling smartphones globally.

Monthly data breakdowns by:

  • Smartphone sales by 225+ models across 12 OEMs, >50% of Global Sales coverage
  • 100% coverage for Apple Models

Table of Contents:

  • Bestsellers Smartphone Models

Published Date: 26 September 2023

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Market Trend – Smartphone Memory Architecture Analysis

Report / Brady Wang / Sep 1, 2021
This report explains the architecture of mobile memory used in smartphones, as well as the advantages and future possibilities of each architecture.
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Smartphones Memory Historical data and Forecast, Worldwide Demand, 2018-2024

Report / Brady Wang / Sep 1, 2021
This forecast provides detailed statistical data for DRAM and NAND flash for smartphones by density, segment and network in the short and long terms.
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查看半导体存储器领域的所有研究

分析师洞察

NAND Flash Recovery Begins on Rising Demand and Supply

Blog / Brady Wang / Sep 1, 2021

Mobile Demand Raises DRAM Revenue by 30% YoY to $19 bn in Q1 2021

Blog / Brady Wang / Sep 1, 2021

Ukraine Crisis Brings Fresh Wave of Uncertainty to Semiconductor Industry

Blog / Brady Wang / Mar 4, 2022

Samsung Takes Semiconductor Crown From Intel in 2021

Press release / William Li / Jan 28, 2022
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我们的意见领袖半导体领域的意见领袖

Neil Shah

Vice President

Brady Wang

Associate Director

Parv Sharma

Senior Analyst

Ashwath Rao

Senior Analyst

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