#Apple collected highest share of profits from global smartphone sales after a dire year for the industry
While the end to Covid Zero is spurring optimism for recovery of the industry, the outlook is currently uncertain
bloomberg.com/news/articles/
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Our Senior Analyst writes about the latest quarterly financial results for . He adds that demand will revive in H2, even though the H1 looks pretty weak.
Follow this space for a broader analysis coming in the next few days.
#Qualcomm #technology #automotive
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David Ku on the inventory situation to ease as early as start of Q2. Already seeing some encouraging "sell-out" signs.
We believe the inventory situation will last through mid- to late Q2 23 (early June). All eyes on China.
#CPInsights $MDTKF #semiconductors #chipsets
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also had a tough quarter similar to other semi peers.
💰Revenues: $3.45Bn (-25% Y/Y)
💰Gross income: $1.67Bn (-27% Y/Y) @ 48%
💰Operating Income : $0.6Bn (-46% Y/Y) @ 17%
The earnings back to pre-pandemic level!
#CPInsights $MDTKF #semiconductors #chipsets #5G
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Pandemic has propelled smartphone biz to be the key contributor to the overall top & bottom lines.
Smartphones segment revenues run-rate has gone from:
Pre-Pandemic: $3B/yr
Post-Pandemic: $10B/yr
#CPInsights $MDTKF #semiconductors #chipsets
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Q1FY23 (Q4CY22)
📱Handsets: $5.8B (-18% Y/Y) 🔻
🚗Auto: $0.5B (+58% Y/Y) 🔥
🌐IoT: $1.7B (+7% Y/Y) 👍
+
🧪QTL Licensing: $1.5B (-16% Y/Y) 🔻
⚒️QSI Services & Recon: $47M (+18% Y/Y)
*RFFE now divided across📱🚗🌐
#CPInsights $QCOM #semiconductors #chipsets #5G
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Since $QCOM - QCT (chipsets) biz now reports RFFE revenues folded into respective segments - gives more clear splits of chip revenues for $QCOM per segment.
🌟Auto + IoT now consistently more than 25% of the total revenues.
#CPInsights $QCOM #semiconductors #chipsets #5G
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R&D as a % of its Licensing business (QTL) has consistently been >100%.
Showcases, importance of monetizing the IP to continue to fuel the innovation, scale and diversification initiatives.
#CPInsights $QCOM #semiconductors #chipsets #5G
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excited about 5G FWA opportunity globally and especially in India which could contribute to a significant portion over the mid- to long-term across all spectrum bands.
#CPInsights $QCOM #semiconductors #chipsets #5G #5Gmmwave
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It was great to catch up at the #GalaxyUnpacked -Samsung's key partner 's SVP & GM Alex Katouzian (Mobile, Compute & XR) discussing the blossoming partnership with & powering unique "industry first" flagship experiences
youtube.com/watch?v=bRXht9
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#Samsung launched the four #GalaxyBook3 series laptops: #GalaxyBook3Pro, #GalaxyBook3Pro360 and #GalaxyBook3Ultra
We got to try out the #laptops at the #GalaxyUnpacked event & here is our first look video: youtube.com/watch?v=TMWhvb
#Samsung #samsungunpacked #technology #technews
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Our Senior Analyst writes about the global smartphone market that saw the lowest ever shipment since 2013. However, topped with highest-ever operating profit share of 85%.
Full blog here: counterpointresearch.com/2022-global-sm
#smartphones #Apple #technology #Samsung
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Here are 's first look and first impressions of the new #GalaxyS23 series unveiled at the #GalaxyUnpacked event.
Watch here: youtube.com/watch?v=7aV_3x
#event #technology #smartphones #reviews
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One of the major highlights from the #GalaxyUnpacked event is the close partnership between & #Qualcomm.
talked with 's SVP & GM of Mobile, Compute, & XR businesses, Alex Katouzian, about the almost-25 years long partnership:
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#Samsung announced the #GalaxyS23 series line-up at the #GalaxyUnpacked event yesterday. It brings impressive upgrades making it a serious contender in the mobile gaming industry.
First impressions here: counterpointresearch.com/samsung-galaxy
#technology
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& teaming up to build future XR experiences.
Interesting competitiin shaping up Google/Samsung vs Meta vs Microsoft until Apple jumps in but Qualcomm a big beneficiary here for non-Apple XR platforms.
#SamsungUnpacked
#GalaxyUnpacked
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We are coming together with for our latest webinar!
If you are a #semiconductor or #component manufacturer thinking about setting up a #foundry in India, attending this should be high priority.
Register here: counterpointresearch.com/webinar-buildi
#webinar #technology #technews
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AMD reports fourth quarter and full year 2022 financial results. Our Senior Analyst Bassi shares her highlights from same.
Link to our blog section here: counterpointresearch.com/blog
#AMD #technoloogy #semiconductors #markets #industry #research
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Here is our latest blog on XR-related tech showcased at #CES2023 – a transparent #display with #XR and hands-free controllers. These tech are the foundation for XR to expand into areas like health & education.
counterpointresearch.com/crucial-techno
#markets #technology #vr #wearables
Our latest blog on smartphone camera resolution is out now. Despite a sharp YoY decline in smartphone shipments, the resolutions continued to improve in 2022. #iPhone drives the share of 10MP-12MP.
Read more: counterpointresearch.com/smartphone-cam
#smartphones #technology #research
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taking first steps to diversify "beyond iPhone" manufacturing in India as well.
Great scoop by on Apple supplier expanding its base for manufacturing components for the AirPods in India.
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We have published a note on the Counterpoint Technology Market Research Macro Index for December 2022.
• The Index reading of 77.56 for December 2022 marks another quarterly drop and only the second month-on-month rise in the index during 2022.
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Ahead of the #GalaxyS23 unveiling, we look back at the #GalaxyS22Ultra from a long-term usage perspective.
Review here -
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Ahead of the #SamsungUnpacked event where will shortly unveil the #GalaxyS23 line-up, we look back at the Galaxy S22 Ultra that we have been using for a year.
Read 's long-term #review here: counterpointresearch.com/samsung-galaxy
#technology #smartphones #GalaxyS23Ultra
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Our Senior Analyst writes about the Counterpoint #Macro Index reading for Dec 2022 that marked another quarterly drop.
Read about the biggest headwinds & forecasts for 2023 in his latest blog: counterpointresearch.com/counterpoint-m
#technology #macroeconomics #economy #USA #China
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On the eve of the #GalaxyUnpacked this week
reflects back on the "ultimate Android flagship" alst year's Galaxy S22 Ultra & what did exceptional & areas of improvements!
counterpointresearch.com/samsung-galaxy
#GalaxyS23Ultra #SamsungUnpacked
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The highlight of the review is: the work has done in-house with respect to AI in camera and across the phone & optimizations with the partners such as leveraging the powerful 8 series.
counterpointresearch.com/samsung-galaxy
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Riding on record 405,278 vehicle deliveries in Q4, registered a record total revenue of $24.3 billion during the quarter, an increase of 37% YoY.
highlights the key points from the #Tesla IR.
#elon_musk #twitter #technology #technews #ElectricVehicles
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In the latest episode of The #CounterpointPodcast, host is joined by , and to discuss the key #macro risks for #tech #industry in 2023: counterpointresearch.com/podcast-60-key
#technews #technology #research #podcast
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We have just published a note on #China’s 2022 smartphone market which saw its fifth straight year of decline. ’s sales outperformed the country’s market in 2022, falling by only 3% YoY.
Full blog here: counterpointresearch.com/china-smartpho
#technology #apple #smartphones #technews
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We’ve just published a note on the 2022 Indian smartphone market which saw shipments decline 9%. Interestingly, the premium segment continued to grow, driven mainly by and .
Read more: counterpointresearch.com/india-smartpho
#India #smartphones #technology #research #Apple
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Our Senior Analyst shares his key takeaways from the Q4 results.
Despite the gross margins dropping in 2022, he thinks that the inventory backlogs and increased demand for both EUV and DUV systems could be a good sign for #ASML.
#technology #technews
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Our Research Director gets quoted in the as he talks about the slowing migration from feature phones to smartphones in India.
Read the full blog here: bbc.com/news/world-asi
#smartphones #technews #technology #India #BBC
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Our Senior Analyst writes about the top 10 macro risks for the tech industry in 2023.
Economic recession potential ranks the highest, followed by US-China tensions, and the energy crisis.
Full blog here: counterpointresearch.com/top-10-macro-r
#technews #recession2023 #technology
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Our #automotive quarterly report is out now. Read about the #EV market, #connected car market, ADAS penetration, #telematics ecosystem and much more.
Subscribe to our newsletter to get full access to the report: mailchi.mp/counterpointre
#ElectricVehicle #technology #research
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At #CES2023, unveiled its Snapdragon Ride Flex SoC which goes beyond in-car infotainment and can unlock several in-vehicle experiences.
Here is a quick demo video from the #Qualcomm booth: youtube.com/watch?v=FlMYyE
#technews #automotive #technology #Snapdragon
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According to the antitrust (CCI) directives:
1/ Google should not restrict smartphone users from removing its pre-installed apps such as Google Maps, Gmail and YouTube, which currently cannot be deleted from Android phones.
// Also sets precedence for Apple as well//
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#CES2023 was a great experience, with lots of cool products, and services offering a glimpse at where the industry is headed. Also, lots of learning as well. Here is a quick blog paired with videos from the show.
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Happy Lunar New Year 🧧 to all friends, colleagues, industry peers & Twitterati celebrating the year of rabbit 🐇
Have a healthy and prosperous year ahead!!
- family!
#HappyNewYear2023 #YearOfTheRabbit
#HappyChineseNewYear2023
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