Counterpoint Research Weekly Newsletter
Weekly Newsletter July 13, 2023 Why Are Foldables So Hot In China? Sign Up for Our Newsletter Here Receive our insightful weekly newsletter and…
ABF Substrate Demand Likely to Recover in H2 2023, BT Substrate Demand to Remain Weak
ABF substrate demand is expected to recover gradually in H2 2023, supported by improving PC/NB inventory and increasing shipments of new server CPU…
Currency Fluctuation Limits Global Wafer Fab Equipment Revenue Growth to 9% YoY in 2022
Wafer fab equipment manufacturers’ net revenue increased to a record $120 billion. The top five suppliers’ systems and service revenue increased to…
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…
Global Semiconductor Foundry Market Share: By Quarter
Global Semiconductor Foundry Revenue Share: Q1 2023 Published Date: May 11, 2023 This page shows the quarterly revenue share for the top players in…
联发科技分析师峰会:关注Portfol扩大io, Growth in US and Europe
联发科技预计平移动在2023年二季度收入with growth in H2 2023 driven by an improvement in the elevated mobile inventory situation. The…
New Layer-1 Accelerator Cards Set To Boost Open RAN Market – Or Create More Lock-In?
The transition of the Radio Access Network (RAN) from a standalone, integrated network into a disaggregated, virtualized solution is well underway.…
India’s Promising Semiconductor Manufacturing Trajectory
India’s semiconductor market is expected to reach $64 billion by 2026 with the ‘telecom stack’ and industrial applications accounting for two-thirds…
Report: NoMoPhobia Low-battery Anxiety Consumer Study
Overview: Counterpoint Research conducted a survey among smartphone users in India to understand the emotions they experience in the event of battery…
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…
Will CHIPS Act Achieve US Goals?
The legislation includes over $52 billion in subsidies for semiconductor manufacturing. So far, investments worth over $200 billion have been…
Will Japan Curbs Hit China Semiconductor Self-reliance Plans?
Joining the US-led effort to restrict chipmaking equipment exports to China, Japan has put in place restrictions that are more draconian than that of…
Meet Counterpoint at 2023 GSISS
We will be attending 2023 GSISS from 7th-8th April 2023 Our Research Director Tarun Pathak will be speaking at the 2023 Global Semiconductor Industry…
BoM Analysis – iPhone 14 Pro Max Costs 3.7% More to Make Than iPhone 13 Pro Max
The blended bill of materials (BoM) cost for the iPhone 14 Pro Max with 128GB Nand flash is about $464, a 3.7% increase from that of the iPhone 13…
Webinar: Building Resilient Semiconductor Supply Chains
We are coming together with Invest India to hold a webinar on the Indian semiconductor industry. Title: Building Resilient Semiconductor Supply…
Global Smartphone CIS Market Revenues, Shipments Dip in 2022
In 2022, global smartphone image sensor shipments were estimated to drop by mid-teens YoY. Global smartphone image sensor revenues were down around…
Infographic: Q3 2022 | Semiconductors, Foundry Share and Smartphone AP Share
Infographic: Semiconductors Top 7 in Q3 2022 Samsung again took the #1 place in the quarter, though its semiconductor revenue suffered headwinds on…