Teardown & BoM Analysis
Our BoM research is conducted via physical and virtual teardowns to identify key components, costs and design wins across popular devices.
Complimentary回购rt
The Semiconductor Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the Semiconductor ecosystem (Foundry Equipment Manufacturers, Foundry, Compute, Memory, Cloud, PC and Data Center companies). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots. Companies Covered: TSMC, ASML, LAM Research, SMIC, UMC, ARM, Intel, AMD, Nvidia, Google, Microsoft, Amazon, Qualcomm, MediaTek, Samsung
回购rts
- 回购rt
- /
- Sep 14, 2023
- /
Overview:
Today, on Thursday 14th September 2023, sales began of the most environmentally friendly smartphone ever made: the Fairphone 5. To mark the occasion, this report looks into Fairphone’s performance as a sustainability pioneer over the last year, and assesses its future prospects.
Table of Contents:
- Executive summary
- Circularity summary for Fairphone
- Sustainability vision
- Design, use and end of life
- Outlook
- SWOT analysis
- Conclusion
Number of Pages:13
Published Date:September 2023
- 回购rt
- /
- Sep 14, 2023
- /
Overview:
The annual smartphone shipments are forecast to decline 6.5% to 1.15bn units in 2023, the lowest in a decade, as macroeconomic headwinds and consumer weakness continue to pressure the sector. Despite some recent recovery in macroeconomic indicators, consumer sentiment in relation to new smartphone purchasing is still weak and not yet showing significant signs of recovery.
- AssumingAppledoes not run into initial production problems with its new iPhone 15 series like it did last year, mobile operators will be eager to steal high-value consumers from rivals in Q4 2023. And with a big iPhone 12 installed base likely to be ready to renew, promotions are expected to be aggressive, leaving Apple well-positioned across key regions.
- SamsungGalaxy S23 series performance in the first two quarters after its launch, marginally exceeded its predecessor. Overall shipments for 2023 will be 3% higher than S22 Series since the expected launch of S23 FE at the year-end will boost the overall sales.
In this report, we forecast the quarterly shipment of key smartphone models by major OEMs – Apple, Samsung, Huawei, Honor, Xiaomi, OPPO, Vivo, Oneplus, Motorola, Google, and Sony – until Q4 2024 and it focuses on giving a detailed view of flagship shipments globally.
Published Date:September 2023
- 回购rt
- /
- Sep 12, 2023
- /
Overview:
在这个综合研究中,我们深入研究intricate details of the semiconductor manufacturing industry, with a specific focus on foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. As the semiconductor landscape continues to evolve rapidly, understanding these critical metrics is paramount for making decisions in this dynamic market.
Table of Contents:
- Foundry Capacity by Linewidth Tracker (28nm and below)
- Foundry Wafer Price by Linewidth Tracker (28nm and below)
- Foundry Utilization Rate by Linewidth Tracker
- Global Foundry sales/market share tracker
- Contacts
Published Date:September 2023
回购rts / Jul 13, 2023 / Yasasvi Jayachandra Kuppa
The report is an extended analysis of the Bill of Materials covering the components that constitute Google’s Pixel 7a. This will help in understanding the cost structure and the Components.
回购rts / Apr 12, 2023 / Shenghao Bai
The report is an extended analysis of the Bill of Materials covering the components that constitute Samsung’s A-Series smartphone. This will help in understanding the cost structure and the Components.
回购rts / Apr 6, 2023 / Ethan Qi
The report is an extended analysis of the Sony PSVR2’s overall cost, including the BoM and manufacturing cost, related R&D, SG&A and other expense. This will help in understanding the cost structure, margins and suppliers.
Analysts Insights
- Blogs
- /
- May 31, 2023
- /
- Yasasvi Jayachandra Kuppa
- Blogs
- /
- Mar 2, 2023
- /
- Ethan Qi
- Blogs
- /
- Feb 13, 2023
- /
- Shenghao Bai
- Blogs
- /
- Sep 26, 2022
- /
- Yasasvi Jayachandra Kuppa
- Blogs
- /
- Jul 15, 2022
- /
- Ethan Qi
Our Opinion Leaders inSemiconductors
Neil Shah
Vice President
Tarun Pathak
Research Director
Ethan Qi
联系Director
Ashwath Rao
Senior Analyst