Counterpoint Research

𝐆𝐥𝐨𝐛𝐚𝐥 𝐓𝐕 𝐒𝐡𝐢𝐩𝐦𝐞𝐧𝐭𝐬 𝐢𝐧 𝐐2 2024 𝐆𝐫𝐨𝐰 3% 𝐘𝐨𝐘 𝐀𝐟𝐭𝐞𝐫 𝐅𝐨𝐮𝐫 𝐂𝐨𝐧𝐬𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐐𝐮𝐚𝐫𝐭𝐞𝐫𝐬 𝐨𝐟 𝐃𝐞𝐜𝐥𝐢𝐧𝐞 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬: 📌Driven by growth in #Europe, global TV shipments grew 3% YoY to reach 56 million units in Q2. 📌Premium TV shipments surged 45% YoY on continued growth in Mini LED LCD TVs. 📌OLED TV shipments saw YoY growth, but their overall market share remained low. Link to the detailed post in the comment below. #TVs #OLED #LCD #MiniLED #SmartTV

𝐇𝐎𝐍𝐎𝐑 𝐓𝐚𝐤𝐞𝐬 𝐓𝐨𝐩 𝐒𝐩𝐨𝐭 𝐢𝐧 𝐄𝐮𝐫𝐨𝐩𝐞’𝐬 𝐁𝐨𝐨𝐤-𝐭𝐲𝐩𝐞 𝐅𝐨𝐥𝐝𝐚𝐛𝐥𝐞𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬: 📌#Foldable smartphones, particularly in the book-type form factor, for many OEMs are the flagship devices and a way to demonstrate their technical expertise.  📌Foldables are one of the few segments in the European smartphone market showing significant #growth.  📌By the end of 2023, foldables share of total European smartphone sales rose to 2% (with the highest-ever share of 2.5% in Q3 2023), and sales have continued to grow. In H1 2024, foldable sales grew 52% compared to H1 2023. 📌While sales of clamshell-type foldables grew by 19% YoY in H1 2024, sales of book-type foldables increased by 133% in the same period. More details and a link to the post in comments below. #Foldables #HONOR #TechNews #Europe

𝗠𝗲𝗲𝘁 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗮𝘁 𝗦𝗘𝗠𝗜𝗖𝗢𝗡 𝗜𝗻𝗱𝗶𝗮 𝟮𝟬𝟮𝟰 Our analysts will be attending SEMICON India 2024 from September 11 to September 13. You can schedule a meeting with them to discuss the latest trends in the technology, media, and telecommunications (TMT) sector and understand how our leading research and services can help your business. 𝗔𝘁𝘁𝗲𝗻𝗱𝗲𝗲𝘀 𝗳𝗿𝗼𝗺 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁: Tarun Pathak – Research Director Prachir Vardhan Singh – Senior Analyst Parv Sharma – Senior Analyst Ashwath Rao – Senior Analyst Shivani Parashar – Research Analyst Akash Jatwala – Research Analyst When: 📆11 – 12 September | 10 am to 6 pm and 13 September | 10 am to 5 pm Where: 📍India Expo Mart, Greater Noida More details about the event are in the comment below. #SEMICONIndia #Events #Semiconductors India Semiconductor Mission SEMI India

We’re forecasting #GenAI Smartphones to drive an almost 2X increase in semiconductor revenues by 2030. To learn more, join us at the #AI360Summit: From Foundry to Cloud and Everything In Between, happening October 2 in #SiliconValley. Question, quantify and understand: - Sectoral growth implications across semis, smartphones, PCs, servers and more - Current application use cases and the longer-term vision across devices, applications, services - Consumer and enterprise needs and wants - How AI demand is driving semiconductor innovation across chip design, fabrication and the broader manufacturing ecosystem - Dynamics between upstream innovation and downstream equipment & services consumption Link here for details: https://lnkd.in/d9em92Ya If you are a client, get in touch directly for family rates.

We’re forecasting #GenAI Smartphones to drive an almost 2X increase in semiconductor revenues by 2030. To learn more, join us at the #AI360Summit: From Foundry to Cloud and Everything In Between, happening October 2 in #SiliconValley. Question, quantify and understand: - Sectoral growth implications across semis, smartphones, PCs, servers and more - Current application use cases and the longer-term vision across devices, applications, services - Consumer and enterprise needs and wants - How AI demand is driving semiconductor innovation across chip design, fabrication and the broader manufacturing ecosystem - Dynamics between upstream innovation and downstream equipment & services consumption Link here for details: https://lnkd.in/d9em92Ya If you are a client, get in touch directly for family rates.

𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝗹𝗲𝗮𝘀𝗲: 𝗢𝗻𝗲-𝗳𝗼𝘂𝗿𝘁𝗵 𝗼𝗳 𝗕𝘂𝗱𝗴𝗲𝘁 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀 𝗡𝗼𝘄 𝟱𝗚 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:  ⬆️Global budget smartphone sales grew 10% YoY in Q2 2024, surpassing 100 million units, driven mainly by emerging markets. ⬆️Budget smartphones accounted for 37% of global smartphone sales, with high-end features being integrated into them faster. 📱The top 10 budget smartphones accounted for one-fourth of the budget segment. ⬆️#Xiaomi and #Samsung led the budget smartphone market, with Xiaomi’s Redmi 13C 4G being the bestseller. 🗼The budget segment is experiencing a notable shift toward 5G, with #5G devices representing 24% of the market in Q2 2024, a volume increase of 2.5 times annually. Link to the full note is in the comments below. #Smartphones #Growth #4G #TechNews

𝗠𝗲𝗲𝘁 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗮𝘁 𝗜𝗙𝗔 𝗕𝗲𝗿𝗹𝗶𝗻 𝟮𝟬𝟮𝟰 Our analysts will be attending IFA Berlin 2024 from September 6 to September 10. You can schedule a meeting with them to discuss the latest trends in the technology, media, and telecommunications (TMT) sector and understand how our leading research and services can help your business. When: 📆 Sept 6 – Sept 10 Where: 📍Messe Berlin More details are in the comment below. #Events #IFA2024 #AI #Semiconductors #Foldables #Smartphones #IoT #AR #VR #XR

𝐂𝐨𝐮𝐧𝐭𝐞𝐫𝐩𝐨𝐢𝐧𝐭 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬: 𝐋𝐚𝐦 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡’𝐬 𝐂𝐫𝐲𝐨𝐠𝐞𝐧𝐢𝐜 𝐄𝐭𝐜𝐡𝐢𝐧𝐠 – 𝐒𝐜𝐚𝐥𝐢𝐧𝐠 𝟑𝐃 𝐍𝐀𝐍𝐃 𝐟𝐨𝐫 𝐀𝐈 Our VP of Research, Neil Shah, had an insightful conversation with Lam Research's Dr Harmeet Singh who shed light on how the industry is pushing the envelope of memory density and performance. The discussion is based on our recent white paper "𝐇𝐨𝐰 𝐭𝐨 𝐒𝐜𝐚𝐥𝐞 𝐭𝐨 𝟏,𝟎𝟎𝟎-𝐋𝐚𝐲𝐞𝐫 𝟑𝐃 𝐍𝐀𝐍𝐃 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐈 𝐄𝐫𝐚". Discussion focuses on: - Lam Research’s Role in the Industry. - NAND Flash – Crucial in Enabling on-device AI. - Scaling 3D NAND to 1,000 Layers. - Scaling Vectors for 3D NAND - Technological Advancements: Cryogenic Etching - Using AI in Manufacturing - Sustainability in Manufacturing Blog, video interview, and white paper download link in the comments below. #Memory #AI #ArtificialIntelligence #NAND #3DNAND

𝐌𝐞𝐞𝐭 𝐂𝐨𝐮𝐧𝐭𝐞𝐫𝐩𝐨𝐢𝐧𝐭 𝐚𝐭 ‘𝐒𝐄𝐌𝐈𝐂𝐎𝐍 𝐓𝐚𝐢𝐰𝐚𝐧 𝟐𝟎𝟐𝟒’ Our analysts will attend this year’s SEMICON Taiwan edition from September 4 to September 6. You can schedule a meeting with them to discuss the latest trends in the technology, media, and telecommunications (TMT) sector and understand how our leading research and services can help your business. When: 📆Sept 4 – Sept 6 | 10 AM – 5 PM Where: 📍TaiNEX 1 and 2, Taipei More details are in the comment below. #SemiconTaiwan #Semis #Semiconductors #AI #Events

Our Senior Analyst, Glen Cardoza, will be speaking at the #RecommerceExpo 2024 about sustainability, the refurbished market, and the circular economy in the mobile industry. You can email us at contact@counterpointresearch.com to schedule a meeting with him. 📆Date: September 3, 2024 📍Place: The Lalit Ashok, Bangalore #Refubished #Events #Technews #Technology #Smartphones #Circular #Sustainability