Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026
SK hynix Inc. has secured over two-thirds of high-bandwidth memory (HBM) supply orders from U.S. tech giant Nvidia Corp. to be used …
IDC and Counterpoint say the global smartphone market grew 6.5% and 6%, respectively, in Q2 2024, helped by China's 618 event discounts; iPhone sales stabilized
- Apple's iPhone sales stabilized after a tough first quarter — Key China market accelerated its growth in the summer
Analysts: iPhone 15 sales in China are down compared to the iPhone 14; Counterpoint estimates a 4.5% drop after 17 days and Jefferies says Huawei outsold Apple
- IPhone 15 selling worse in China than its predecessor in 2022 — Sales of Apple's flagship device are down 4.5% in comparison
WhatsApp confirms it has more than 400M MAUs in India, its biggest market; according to research firm Counterpoint, India has about 450M smartphone users
WhatsApp has amassed more than 400 million users in India, the instant messaging app confirmed today, reaffirming its gigantic reach in its biggest market.
Counterpoint Research: India was the world's fastest growing smartphone market in 2018 with ~145.2M smartphones shipped, up 10% YoY; Xiaomi was the top vendor
Manish Singh / VentureBeat : Tweets: @jaypeters Tweets: Jay Peters / @jaypeters : “The price barrier has hit Apple, which had just 1.1 percent of the local smartphone market share last year, Counterp...