From scarcity to glut, it has been a wild swing for the global semiconductor industry in the last two years or so. Coming out of TSMC’s investor call for Q3 2022, Dale Gai says TSMC has joined other semiconductor companies in giving a conservative near-term outlook on certain markets due to the expected industry downturn.
With 5G services being launched in India this month, demand for 5G smartphones is set to soar in the world’s second-biggest handset market. Reporting our latest India consumer survey findings, Arushi Chawla says about 50% of the country’s smartphone users are planning to buy a new device within a year.
In addition to the pure Android experience, Google’s Pixel series of smartphones are known for their flagship computational photography experiences. After using the Pixel 6a for over a month, Ritesh Bendre says Google has once again succeeded in delivering a fantastic still camera while improving the videography experience.
All this and much more in the news scroll below.
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Team Counterpoint
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China, Vietnam, India and Indonesia accounted for more than 90% of the global handset production in 2021. We found that handset production is concentrated in a specific region mainly due to the production conditions and export costs there.