Our Vice President of Research Neil Shah will be speaking at “The Inaugural Business of Semiconductor Summit” on 9th September 2024. More details below: Title of the panel: #India: Ripe for the Next Steps in #Semiconductor Manufacturing Date: Monday, September 9, 2024 – 1:00 pm EDT Other Panelists: - Ajit Manocha, President and CEO at SEMI - Junko Yoshida, Editor in Chief at The Ojo-Yoshida Report - Sameer Mehta, Director & CEO at boAt Lifestyle - Amir Panush, CEO at Ceva, Inc. - Arijit Raychowdhury, Professor; Steve W. Chaddick School Chair at Georgia Institute of Technology Link to more details in the comment below. #semi #manufacturing #electronics #wearables #chips #research #markets
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Counterpoint is a market research company dedicated to delivering in-depth intelligence of the technology markets to the C-levels of the mobile industry. Founded by Analysts based out of Korea, India & UK Our senior team of renowned industry analysts has seen technology companies and the mobile industry evolve and they’ve now come together to redefine market research. (Full name of the company: Counterpoint Technology Market Research)
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Just Published: Global Foundry Industry’s Revenue Rises on #AI Demand Key takeaways: - The global #foundry industry saw a 9% QoQ and 23% YoY #revenue increase in Q2 2024, signaling a bottoming out despite slow logic semiconductor market recovery. - Strong AI demand persists, with #CoWoS supply tight and capacity expansions for CoWoS-L expected to drive future #growth. - Non-AI demand recovery remains sluggish, with a weak #smartphone peak season anticipated in Q3 2024 and delayed recovery in the #automotive and industrial sectors. - Chinese foundry players, including SMIC and #HuaHong, bottomed out earlier than global mature node foundry peers, with utilization rates returning to above 80%. - Expected wafer price hikes for TSMC’s leading-edge nodes (5/4nm and 3nm) in 2025 indicate long-term growth for the foundry industry. Link to the full note is in the comments below #semiconductors #technology #research #markets
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AMD's acquisition of ZT Systems to strengthen its data center and #AI strategy Key Takeaways: - Strategic Edge: ZT Systems' expertise in custom AI server design strengthens AMD’s position in the #hyperscaler market. - Innovation Boost: ZT Systems' engineers will accelerate AMD’s product development and time-to-market. - Focused #Growth: AMD will streamline its operations by focusing on #design, leaving manufacturing to partners. Swipe through for detailed #insights into how this #acquisition is set to reshape AMD's roadmap. #research #technology #Servers #CloudComputing #NVIDIA #GenAI #ArtificalIntelligence #AMD
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Just Published: LATAM’s Q2 2024 Smartphone Shipments Rise 14.5% YoY Key Takeaways: - Latin America saw the biggest #growth among all regions of the world in Q2 2024. - Samsung Electronics led the market with a decreased share of 32% and a 2% drop in shipments. - Apple grew in volume and #share following its aggressive pricing strategies for legacy models. - HONOR’s #shipments surged by over 50% YoY driven by aggressive expansion across the region. Link to the full note is in the comments below. #smartphone #LATAM #research #HONOR #Apple #Xiaomi #technology #markets
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Applied Materials reports the highest-ever quarterly #revenue of $6.7 billion in Q3 2024. Key Highlights: - #Semiconductor Systems: Revenue up 5% YoY, driven by nearly 50% growth in #DRAM due to strong #HBM demand. - Applied Global Services (AGS): Achieved 20th consecutive quarter of YoY #growth, with record revenue of $1.58 billion. - China Market: Accounted for 32% of net system sales, with robust #demand from the ICAPS segment. - 2024 Outlook: Expecting continued strength in DRAM, advanced packaging, and ICAPS, with a positive long-term growth #outlook. Swipe through for more #insights. #technology #earnings #research #markets
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Counterpoint Conversations: Lenovo’s AI PC Strategy – From Security, Software, Services to Sustainability Neil Shah, our VP of Research took a seat with Tom Butler, Executive Director at Lenovo and head of the worldwide commercial notebooks business, to discuss the company’s #AI #PC vision, strategy, #partnerships, and execution. Key takeaways: - Market Leadership: #Lenovo leads the global #PC market with a 23.6% share. In the AI PC era, Lenovo aims to maintain its #leadership by offering intelligent solutions beyond just hardware. - Strategic Partnerships: Lenovo collaborates with AMD, Intel Corporation, Qualcomm, and Microsoft to enhance AI capabilities on PCs, creating new intelligent experiences. - #R&D Focus: Led by Jianping Fan, Lenovo’s R&D spans AI from deep learning to foundational #models and Lenovo Brain, covering #devices from pocket to #cloud. - Personal AI: Lenovo's AI PCs are designed to sense, understand, and learn from the user, powering a #privacy-centric AI Personal Assistant. - Enterprise AI: Lenovo’s Solution & Services Group (SSG) enables AI #solutions across devices and #enterprise applications, supporting the deployment of AI models. - Hybrid AI Strategy: Lenovo’s AI strategy encompasses Personal, Enterprise, and Public AI, supporting both open models and AI solutions across different platforms. Link to our full note is in the comments below. #CounterpointConversations #research #technology #sustainability #software #security
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Lenovo posts a 20% YoY revenue growth in Q2 2024. Key Highlights: - Intelligent Devices Group (IDG): #Revenue up 11% YoY, driven by strong performance in #PCs, tablets, and premium #smartphones. - Infrastructure Solutions Group (ISG): Revenue soared 65% YoY, marking a record high, fueled by #cloud service providers and #AI #server demand. - Solutions and Services Group (SSG): Achieved its 13th consecutive quarter of double-digit #growth, with a 10% YoY increase. - Outlook: #Lenovo is set to lead in hybrid AI with its full-stack portfolios, expecting net income margin improvement in the medium term. Swipe through for detailed #insights. #technology #earnings #research #AIPC #markets #PC
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Hon Hai also known as Foxconn achieves 19% YoY #revenue #growth in Q2 2024. Key Highlights: - Consumer Electronics: Sees a slight 3% decline YoY, yet remains a key revenue driver. - Cloud & Networking: Soars 52% YoY, driven by strong demand for #AI servers. - Computer Products: Posts a 25% YoY increase with new #product introductions. - Components & Others: Grows 39%, fueled by #automotive products and precision #components. Outlook: Anticipates "significantly positive growth" in H2 2024, with a focus on AI #servers and new consumer #electronics. Swipe through for more insights. #earnings #technology #iPhone #manufacturing #research #markets #Foxconn
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Recently Published: JSW MG Motor India Pushes EV Adoption With Unified EV Charging App Key Takeaways: - JSW MG Motor India aims to push #EV adoption by undertaking various initiatives. - It has introduced the eHUB all-in-one EV #charging #solution that can be used by #consumers of any EV brand. - Morris Garages India has partnered with LOHUM , TERI, and BatX Energies to reuse and repurpose #batteries for schools and community centers. - In collaboration with its long-term partner Jio, #MG has launched the Innovative Connectivity Platform (#ICP) to enhance the in-car experience. Link to the full note is in the comments below. #Automotive #research #technology #India #batteries #markets
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Recently Published: Eid Season Boosts Indonesia’s Smartphone Shipments by 20% YoY in Q2 2024; Xiaomi Takes Top Spot Key Takeaways: - Indonesia’s #smartphone #shipments increased by 20% YoY in Q2 2024 - Xiaomi Indonesia captured the top spot with an 18.1% share, growing by 42% YoY. - #vivo aggressively launched new smartphones and grew 27% YoY. - Apple continued to lead the premium segment (>$600) with a 40% share. - #5G smartphone shipments grew 98% YoY, accounting for 32% of Q2 2024 shipments. Link to the full note is in the comments below. #Xiaomi #Infinix #Samsung #realme #technology #research #Indonesia