Dear reader,
Welcome to this week’s edition of our newsletter.
Even as AR/VR headsets take the limelight, basic issues remain to be resolved in these devices, whether related to their weight or display quality. OLEDoS (or Micro OLED) attempts to improve the experience on the display side. Yeree Yoon looks into this latest technology.
With the traditional semiconductor component markets struggling to keep pace with the galloping demand, other geographies have emerged to fill the gap. A study projects India’s semiconductor component market cumulative revenues to climb to $300 billion during 2021-2026, reports Shivani Parashar.
Samsung continues to hold strong in Latin America. In Q2 2022, Samsung’s share in the market’s shipments was at an all-time high of 43.5%. It was one of the few OEMs that were able to resolve or significantly improve the supply chain issue, says Tina Lu.
All this and much more in the news scroll below.
Happy reading and stay safe!
Team Counterpoint
Update preferences: In our effort to make this newsletter more relevant to you, please update your interest areas using this link.
Latin America’s (or LATAM’s) smartphone shipments increased 9% YoY and 8% QoQ in Q2 2022. The growth came despite the regional economic crises and weak global smartphone...Read more
India’s semiconductor component market will see its cumulative revenues climb to $300 billion during 2021-2026. IESA is the premier industry body...Read more
A 6.7-inch ‘budget premium’ model with a more powerful camera really brings the fight to Android, where a big chunk of devices have these spec
With the elimination of the mini and addition of the non-Pro 6.7″ model, the iPhone portfolio has evolved to the point where it’s addressing broader consumer demand with compelling product
Of course, Android is bringing foldables but even through the end of 2022 we still see it as a niche segment
It will take 4-6 years for most of the excess capacity from investments mentioned in the article to come online.
Over the short-to-medium term, inventories should normalize –the cycle of under and oversupply is a fact of life, though it is especially pronounced in some sectors like memory.
But this time around, subsidy intervention could disrupt these cycles. I think we’ll see the real impact of this long term, with the potential exit of one or more uncompetitive ‘big’ players.
Chart of the week: Connectivity Use Cases and Drivers, Aug 2022 (You may have to enable images to see this chart)
This report tracks two- wheeler model sales, production and export data at a model level quarterly basis with monthly view. The report will also help to understand the brand level dynamics, influence of international brands on Indian automotive market and transition of conventional fuel vehicles to electric vehicles. Further, vehicle type and engine capacity data will be also available at a model level from this report.
