Welcome to this week’s edition of our newsletter.
Over $52 billion in subsidies. Investments worth over $200 billion already announced. TSMC, Intel and Samsung projects already underway. Seems the US CHIPS Act is on track to make the country self-sufficient in semiconductor manufacturing. Or is it? Matthew Orf tries to look beyond the big facts and figures.
Smartphone displays are getting brighter with every passing year. Increasing content consumption and premiumization trend are pushing brightness levels in smartphones, says Hannah Jang, adding more than a third of premium smartphones applied brightness over 900 nits in 2022, a 171% YoY jump.
The global PC market continues to remain weak with shipments plunging 28% YoY in Q1 2023 to hit the lowest quarterly level in the past 10 years. The decline was due to the continued delay in demand pickup amid an inventory correction, says William Li, adding the market will start recovering gradually in Q2. All this and much more in the news scroll below.
Happy reading and stay safe!
Team Counterpoint
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Tarun Pathak believes India provides a significant opportunity for Apple in terms of huge potential market outside of China and the US in coming years.
This report looks at Indonesia smartphone shipment in 2022. It captures shipment growth by price tiers, growth of 5G smartphones, smartphone stores, manufacture and overall 2023 outlook. It also gives an understanding of how shipment has declined in 2022.
