Counterpoint Conversations: Telenor’s IoT Complete – Helping Businesses...
Businesses often struggle to bring their connected products to market due to complexities related to the IoT infrastructure. Managing multiple vendors, and choosing the right hardware, firmware, and...
View ArticleCounterpoint Conversations: Achelos at the Helm of ‘Off-the-Shelf’...
Germany-based Achelos is one of the leading providers of off-the-shelf eSIM RSP software. The company’s software solutions assist MNOs in hosting their own SIM services while giving them full control...
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Global Smartphone Shipments to See Modest Rebound in 2024 Driven by Premium,...
Global smartphone shipments in 2024 are expected to increase by 3% to reach 1.2 billion units. The budget-economy segment ($150-$249) is expected to rebound from a challenging 2023, driven by a...
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Global Semiconductor Foundry Market Share: Quarterly
Analyse our quarterly revenue data and market insights for top 5 global semiconductor companies. Counterpoint Quarterly SEMICONDUCTORS Q1 2024 Sign up to get access to the report. SIGN UP Global...
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Global Foundry Industry’s Q4 2023 Revenue Rises QoQ Driven by Inventory...
The foundry industry is showing signs of stabilization, marked by a 10% QoQ growth, indicative of ongoing inventory normalization. Demand for strong AI remained robust in Q4 2023, setting the stage...
View ArticleCounterpoint Conversations: Amdocs Simplifies eSIM Transfer for Operators and...
Switching from a physical SIM to an eSIM has become easier over the years. However, the process of transferring an eSIM to a new phone is not always straightforward and may not be supported by all...
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Despite Legal and Regulatory Risks, Services to Likely Hit One-fourth of...
We expect Apple’s services revenue to cross the $100-billion mark to account for one-fourth of its revenue by 2025. Antitrust lawsuits in the US and EU pressure are key risk factors, but they are...
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Turnaround for Smartphone AP-SoC Market in 2024; TSMC to be Key Beneficiary...
Growth: AP-SoC shipments will rebound 9% YoY in 2024 after two years of declines. Driver: Advanced nodes will be the key driver in this growth due to the migration of Apple- and Qualcomm-powered...
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New NXP Platform Promises Smooth OEM-Supplier Collaboration in SDV Era
Collaboration in the age of the software-defined vehicle (SDV) was initially met with reluctance from OEMs and Tier-I suppliers. The SDV is forcing an industry-wide cultural change and NXP’s new...
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South Korean Tech Players Boost XR Development to Welcome Spatial Computing Era
South Korean companies, particularly Samsung and LG, have played pivotal roles in driving technological advancements and market maturity, starting from the early development stages of the global mobile...
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India EV Sales Nearly Double in 2023, to Rise 66% in 2024
India’s EV* sales* nearly doubled in 2023, driven by rising consumer interest, government initiatives, infrastructure development, and concerns over climate change. Projections for 2024 show EV sales...
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Qualcomm Snapdragon 8s Gen 3 to Promote AI Smartphones
Qualcomm’s Snapdragon 8s Gen 3 is considered an affordable alternative to the Snapdragon 8 Gen 3, which delivers flagship-level experiences in AI, audio, camera, gaming and connectivity. The...
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Counterpoint Quarterlies: Q1 2024
The Semiconductors Edition report compiles all our semis-related notes published during Q1 2024. It provides you with data, insights and deeper look into what our analysts were thinking about during...
View ArticleCounterpoint Conversations: Discussing eSIMs and Telco Strategies with Workz
For more than 20 years, Workz has been at the forefront of connection solutions. Its cutting-edge subscriber management solutions give Telcos and IoT providers a significant competitive edge that...
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IDH/ODM Contribution to Overall Smartphone Shipments Climbs to All-time High...
Independent Design House/Original Design Manufacturer (IDH/ODM) smartphone shipments remained flat annually in 2023 despite the overall smartphone shipments declining by 4%. But their contribution to...
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Gaming Console Market Rebounded in 2023 as Supply Issues Subsided; Sony Took...
The global gaming console market witnessed a rebound in 2023 with 10% YoY growth. Software revenue rose with increasing brand focus on content and other services. Hardware revenue of the market is...
View ArticleApple Could be Looking for iPhone GenAI Partnerships in China and Globally
Rumors of Apple partnering with external GenAI providers highlight potential nuanced AI strategy to meet the needs of disparate markets. Regulatory compliance, local needs are drivers for possible...
View ArticleCounterpoint Conversations: Xiaomi’s Key Differentiators – Leica partnership,...
As competition is tightening in the crowded smartphone market, OEMs are looking to expand revenue streams by focusing on smart ecosystem devices. At MWC 2024, along with its Xiaomi 14 and Xiaomi 14...
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2023 EV Battery Market Growth Exceeds that of EVs, Chinese Dominance Continues
2023 global passenger EV* battery installed capacity grew 44% YoY Average battery capacity installed increased by 4% YoY helping to extend driving ranges Chinese suppliers continue to dominate; now...
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Counterpoint Research Weekly Newsletter
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