2026-01-20
@CounterPointTR Q4 & CY2025 assessment of smartphone market input!! 🇨🇳 China 🇨🇳 📱 China Smartphone Shipments Slip 1.6% YoY in Q4 2025 📱 @Apple Leads With 22% Share for Q4 by a wider margin with solid demand for iPhone 17 series as shipments were up +28% YoY which also reflects in $TSM results with increasing semi $$ content driven by $APPL. The late launch and trade-offs between thinness and the feature set resulted in a slow start for the iPhone Air...
Counterpoint Research
Chinese smartphone shipments fell 1.6% YoY in Q4 2025 and 0.6% in 2025 due to weak demand after memory shortages increased prices; iPhone shipments rose 28% YoY
2025-10-30
This is @Google scale!! $100B revenue quarter!! Huge numbers and no doubt the amount of investment in infrastructure to support more than half a billion users generating 7 Billion tokens per minute. Also, Google continues to add more ultra tier AI plans which are not cheap!
Alphabet
Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+
Alphabet Announces Third Quarter 2025 Results
2025-05-19
@BradyWang10 ... Meet the new NVIDIA RTX Pro Server for classical server applications in addition to running Omniverse and multimodal Enterprise AI agents #Computex #GTC25 [image]
Bloomberg
Nvidia unveils NVLink Fusion, which lets clients use NVLink to couple non-Nvidia CPUs or accelerators with Nvidia's GPUs in their rack-scale setups to boost AI
Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals' chips in data centers built around …
@BradyWang10 ... NVIDIA announces “NVLINK Fusion” a “semi custom” system leveraging NVLINK components switches, NICs, Spectrum-X - mix and match with any special ASIC or compute with NVLINK IP This is big!! Great ecosystem play leveraging NVLINK infra #Computex #GTC25 [image]
Bloomberg
Nvidia unveils NVLink Fusion, which lets clients use NVLink to couple non-Nvidia CPUs or accelerators with Nvidia's GPUs in their rack-scale setups to boost AI
Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals' chips in data centers built around …
2024-10-23
@Qualcomm ... Look at the number of logos!! The level of success and pipeline @Qualcomm has been able to achieve with auto grade compute to software to connectivity platforms not possible with strong ecosystem partnerships. #SnapdragonSummit [image]
Reuters
Qualcomm partners with Google to help automakers develop AI voice assistants and unveils two new chips to power dashboards and self-driving features
here's what it could mean Michael Carroll / Mobile World Live : Qualcomm, Google gen up automotive sector Jamie Harris / The Sun : AI is coming to CARS next with voice assistants t...
2024-10-22
@cristianoamon ... On stage @meta head of XR experiences @ahimel unpacking the @Qualcomm partnership to build diverse XR experiences from smart glasses @ray_ban to @MetaQuestVR and upcoming Oryon AR glasses and all powered by Meta AI as well #SnapdragonSummit [image]
Android Authority
Qualcomm unveils the 3nm Snapdragon 8 Elite mobile SoC, with two prime and six performance CPU cores, claiming 45% faster CPU and NPU over the 8 Gen 3, and more
The new name marks a major departure from previous Snapdragons. — • — After much speculation …
@cristianoamon ... More than 1200+ games now supported on @Snapdragon AI PCs with 750 more games support 1080p+ resolution testifying Qualcomm's extenssive work on the GPU stack and not just Hexagon NPU or Oryon CPU. #SnapdragonSummit [image]
Android Authority
Qualcomm unveils the 3nm Snapdragon 8 Elite mobile SoC, with two prime and six performance CPU cores, claiming 45% faster CPU and NPU over the 8 Gen 3, and more
The new name marks a major departure from previous Snapdragons. — • — After much speculation …
2023-12-22
Christmas time for lobbyists!! Also, a leverage point for government before elections. Devil is in the timing Herr!! Regulation of OTT apps could span from content moderation, data privacy, advertising, predatory monopoly - practices #TelecomBill2023 #OTT
@chandrarsrikant
Email: Meta's India policy head, Shivnath Thukral, says the government could choose to apply its proposed telecom law to Meta's OTT services at a “future date”
Chandra R. Srikanth / @chandrarsrikant :
2023-08-05
@CounterPointTR ... continue to rake in 💰in the smartphone market!! Q2'23 Smartphone Market climbed to $90 Billion in revenues. 💵 Apple captured almost half of global smartphone revenues 💵 Apple captured almost three fourths of smartphone profits. $AAPL https://www.counterpointresearch.com/ ... [image]
Counterpoint Research
Global smartphone revenue fell 8% YoY and 15% QoQ to under $90B in Q2 2023; Apple had a record 45% share of global smartphone revenue and an 85% share of profit
- Apple led global smartphone revenues and operating profit with record June-quarter shares of 45% and 85% respectively.
2023-05-06
In Q1'23, global smartphone market: @Apple captured: 📱21% volume 🚚 share 📱50% revenue 💸share 📱82% profits 💰share https://www.counterpointresearch.com/ ... https://twitter.com/...
Counterpoint Research
Smartphone shipments declined 14% YoY and 7% QoQ globally to 280.2M units in Q1 2023; Samsung declined 19%, Apple 2%, Xiaomi 22%, Oppo 10%, and Vivo 18%
Harmeet Singh Walia / Counterpoint Research :
2023-04-28
Apple is benefitting from strong ecosystem, brand equity and above all “premiumification” trend across two biggest markets China and India while the overall market shrinks for new phones. https://twitter.com/...
IDC
Global smartphone shipments fell 14.6% YoY to 268.6M in Q1 2023, the seventh consecutive quarter of decline; Samsung fell 18.9%, Apple 2.3%, and Xiaomi 23.5%
2023-04-27
Apple is benefitting from strong ecosystem, brand equity and above all “premiumification” trend across two biggest markets China and India while the overall market shrinks for new phones. https://twitter.com/...
IDC
Global smartphone shipments fell 14.6% YoY to 268.6M in Q1 2023, the seventh consecutive quarter of decline; Samsung fell 18.9%, Apple 2.3%, and Xiaomi 23.5%
NEEDHAM, Mass., April 27th, 2023 - Worldwide smartphone shipments declined 14.6% year over year to 268.6 million units in the first quarter of 2023 …
2023-04-11
@CounterPointTR @james_a3 Apple is almost ready to open flagship stores in India!! 📍Jio World Drive, BKC, Mumbai 📍Saket, New Delhi Big step for @Apple getting serious about India, the largest “mobile first” market with maturing consumers to enjoy Apple's retail experience & offerings beyond iPhone! https://twitter.com/...
9to5Mac
Apple plans to open Apple BKC in Mumbai on April 18, its first retail store in India, followed by Apple Saket in Delhi on April 20
Apple recently confirmed that the first Apple Retail Store in India would be opened later this month. Now the company has confirmed that Apple BKC in Mumbai will open to the publi...
2023-02-04
And here is @CounterPointTR latest assessment of smartphone market Q4'22 and CY22 ✔️Market down 18% YoY in Q3 & by 12% for 2022 ✔️ Down by 71M units ✔️All brands in red https://www.counterpointresearch.com/ ... https://twitter.com/...
Counterpoint Research
Global smartphone shipments declined by 12% YoY to 1.2B units in 2022, the lowest since 2013; Apple captured 48% revenue and 85% profit share of the market
Harmeet Singh Walia / Counterpoint Research :
2023-01-31
Best wishes @manukumarjain for what's next - Have been great interacting with you and the @XiaomiIndia growth story is like a case study for many startups!! Kudos to you and the team you built around!! https://twitter.com/...
TechCrunch
Manu Jain, who led Xiaomi's India business for seven years, leaves, the latest of many key departures; sources say Jain pitched investors about an EV startup
Manu Jain, the executive who helped Xiaomi set up and scale business in India, has left the company, he said Monday …
2023-01-30
@Apple taking first steps to diversify “beyond iPhone” manufacturing in India as well. Great scoop by @technology @sankalp_sp on Apple supplier @Jabil expanding its base for manufacturing components for the AirPods in India. https://www.bloomberg.com/...
Bloomberg
Sources: key Apple supplier Jabil begins making AirPods enclosures, or plastic bodies, in India before shipping them to China and Vietnam for assembly
A key Apple Inc. supplier has begun making components for AirPods in India, marking a significant step in the US tech giant's push to expand production in the country.
2022-11-16
This is significant leap and how powerful device we have in our hands. @ziad_asghar announcing the @Snapdragon 8 Gen 2 is the world's first SoC to support INT4 driving significant performance per watt & faster AI inferencing #SnapdragonSummit https://twitter.com/...
The Verge
Qualcomm unveils the Snapdragon 8 Gen 2, claiming 35% faster CPU performance, 25% Adreno GPU performance, Wi-Fi 7 support, and up to 4.35x faster AI performance
Qualcomm has announced all the details of its next flagship chipset, the Snapdragon 8 Gen 2, with a focus on better and more efficient performance for AI-related tasks.
2022-10-17
@Arm ... This is another trigger making “semiconductors leadership” a nationalistic issue triggering “Tech Cold War” with implications not only on countries, companies but also individuals. https://twitter.com/...
Wall Street Journal
New US export controls may affect 43+ senior executives at 16 public chip companies in China, forcing them to choose between their US citizenship and their jobs
At least 43 senior executives working with 16 listed Chinese semiconductor companies hold roles from CEO to vice president
2022-09-03
@technology ... 💎@Apple leads the premium market w/ 57% share in Q2'22 💎 @SamsungMobile grew its share to 19%, Q3 will be even better in vol & val with fold series. 💎 Vivo became the 3rd largest premium brand globally, for the first time. X series doing really well! https://www.counterpointresearch.com/ ... https://twitter.com/...
Counterpoint Research
The global premium smartphone average selling price rose 8% YoY to $780 in Q2 2022, driven by sales of $1,000+ devices; Apple captured 57% of the premium market
- The global premium smartphone market ($400 and above wholesale price) average selling price (ASP) grew 8% YoY to reach $780, a second-quarter record, in Q2 2022.
2022-08-26
Must be a requirement from all the airlines spending millions on Google advertising :) https://twitter.com/...
BBC
In July, Google changed how its Flights tool calculates emissions to exclude all global warming impacts except CO2, understating flight emissions by nearly half
after consultations with the airline industry. https://twitter.com/...