Welcome to this week’s edition of our newsletter.
Economic turbulence is forcing many consumers to delay smartphone purchases, resulting in weak shipments and inventory corrections. Our Q1 2023 smartphone shipment data for different regional markets confirms this. Shipments fell YoY across developed and emerging markets during the quarter, breaking multi-year records in some cases. Check out the reports from Matthew Orf, Jan Stryjak, Tina Lu and Yang Wang.
All open RAN deployments have relied on Intel’s x86-based COTS servers so far. But this is expected to change soon. The launch of new L1 accelerator cards by various vendors should be welcomed by CSPs calling for diversity and will go some way to quell criticism that the open RAN market is too Intel-based, says Gareth Owen. 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.
In-vehicle connectivity had earlier been an afterthought for emerging markets such as India, both from the supply as well as the demand side...Read more
India’s semiconductor market is expected to reach $64 billion by 2026 with the ‘telecom stack’ and industrial applications accounting for two-thirds of...Read more
The revenue for Q1 2023 stood at KRW 16.26 trillion, a 5.7% YoY decline. The operating profit of the company declined by 15% YoY. The revenue...Read more
In-vehicle connectivity had earlier been an afterthought for emerging markets such as India, both from the supply as well as the demand side...Read more
Q1 2023 (January-March) was the third consecutive quarter to see a decline in India’s smartphone shipments. 5G smartphones’ contribution to...Read more
In 2022, demand for low- to mid-priced smartphones was dampened by the uncertain and weaker macroeconomic landscape. Meanwhile, premium smartphone sales hit a record high in 2022, helped by strong demand as customers in this segment were unaffected by the prevailing macroeconomic conditions.
