Counterpoint Research
PulseAugur coverage of Counterpoint Research — every cluster mentioning Counterpoint Research across labs, papers, and developer communities, ranked by signal.
- instance of iPhone 90%
- authored by Apple iPhone 17 90%
- competes with SK Hynix 70%
- competes with Micron Technology 70%
- competes with Samsung Electronics 70%
- affiliated with CINNO Research 60%
- competes with Alibaba Group 60%
- instance of Galaxy S26 Ultra 60%
- competes with International Data Corporation 50%
- affiliated with International Data Corporation 50%
- affiliated with Micron Technology 50%
- used by Samsung Electronics 50%
- 2026-07-08 research_milestone Counterpoint reported a 6% year-over-year decline in global consumer Wi-Fi router shipments for Q1 2026. source
8 day(s) with sentiment data
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Google taps Trevor Noah for Pixel 11 launch; Apple leads premium market
Google has announced that comedian Trevor Noah will host its upcoming "Made by Google" hardware launch event on August 12th. This event is expected to feature the unveiling of the Pixel 11 smartphone. Separately, Apple …
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Samsung Electronics reclaims DRAM market lead; Micron Technology challenges SK Hynix
Micron Technology is projected to become the second-largest DRAM supplier, with revenues quadrupling since Q2 2025, according to Counterpoint Research. Samsung Electronics has reclaimed the top spot in the DRAM market a…
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Maybank to acquire insurance stake; smartphone market revenue hits record $109B
Maybank announced its intention to acquire the remaining 30.95% stake in its insurance subsidiary, Maybank Ageas, from Ageas Insurance International Ltd for $1.18 billion. In separate news, global smartphone market reve…
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Global smartphone revenue hits record $109B in Q2 2026 despite shipment dip
Global smartphone market revenue reached a record $109 billion in Q2 2026, a 7% increase year-over-year, according to Counterpoint Research. This growth occurred despite a decline in shipments, driven by a 17% rise in a…
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China's stock markets rally, driven by tech and semiconductor gains · 2 sources tracked
The Shanghai and Shenzhen stock markets saw significant gains, with the ChiNext index surging over 5% and the Shenzhen Component Index rising 2.91%. This market rally was driven by strong performance in sectors such as …
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UAE leads sovereign AI with Falcon H1 model surpassing Meta and Alibaba
Counterpoint Research has identified the United Arab Emirates as a leader in sovereign AI development. The Falcon H1 model, developed in the UAE, has demonstrated superior performance compared to offerings from Meta and…
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China's CXMT surges 466% in biggest IPO amid AI chip demand
Changxin Memory Technologies (CXMT), China's largest memory chip maker, experienced a remarkable 466% surge in its shares on its debut on the Shanghai Stock Exchange. This IPO, the largest in China in recent years, rais…
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Chinese memory chip maker CXMT's IPO creates $15.9B fortune for chairman
CXMT, a Chinese memory chip manufacturer, has seen its chairman Zhu Yiming's net worth surge to $15.9 billion following the company's successful Shanghai IPO. The company, which has rapidly grown to compete with global …
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iPhone Ultra to capture 25% of foldable market by 2026: Report
A new report from Counterpoint Research predicts that the upcoming iPhone Ultra will capture 25% of the foldable smartphone market by 2026. This projection comes as the overall foldable smartphone market is expected to …
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AI memory demand squeezes India's smartphone market · 2 sources tracked
India's smartphone market is experiencing a significant slowdown, with shipments falling 10% year-over-year in the second quarter. This decline is attributed to rising memory chip costs, driven by the high demand for AI…
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Smartphone market faces 13-year low amid sales slump
The smartphone market is experiencing its worst performance in 13 years, with sales declining significantly. This downturn is attributed to a combination of factors, including economic challenges and a lack of compellin…
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AI Smartphones to Hit 52% Market Share by 2027, Analysts Predict
Market research firm Counterpoint Research predicts that smartphones with generative AI capabilities will constitute 45% of global shipments by 2026, and exceed 52% by 2027, becoming the industry standard. This projecti…
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TSMC boosts Arizona AI chip hub investment to $265B amid surging demand
TSMC is significantly expanding its Arizona manufacturing campus with an additional $100 billion investment, bringing the total to $265 billion. This expansion is driven by the surging demand for AI infrastructure, part…
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Apple's iPhone regains second place in China amid market decline
Apple's iPhone has climbed to the second position in China's smartphone market, according to a report by Counterpoint Research. This rise occurred despite an overall decline in smartphone sales in the region, which saw …
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Apple Watch captures 90% of Edge AI smartwatch market in Q1 2026
In the first quarter of 2026, Apple's Watch dominated the emerging market for smartwatches capable of Edge AI processing. According to reports from Counterpoint Research, Apple's devices accounted for approximately 90% …
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iPhone 18 Pro Max component costs could jump by $300, report says
The upcoming iPhone 18 Pro Max may see a significant increase in its component costs, potentially rising by nearly $300 compared to its predecessor. This projection comes from Counterpoint Research, which has analyzed t…
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Global Wi-Fi router shipments decline 6% in Q1 2026, down 34% from 2021 peak
Global consumer Wi-Fi router shipments experienced a 6% year-over-year decline in Q1 2026, marking a significant drop from their 2021 peak. This downturn is attributed to consumers reducing spending on non-essential upg…
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China's smartphone sales slump 13% amid rising AI-driven component costs
Smartphone sales in China experienced a significant 13% year-on-year decline during the 618 Shopping Festival, indicating a broader global trend of market contraction. This downturn is attributed to increased hardware c…
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Apple targets 10M iPhone Fold units amid production ramp-up
Apple is reportedly increasing production targets for its upcoming iPhone Fold to approximately 10 million units, a significant jump from earlier estimates. This aggressive production goal, nearly double that of Samsung…
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Apple's iPhone Fold to Drive Foldable Phone Price and Shipment Increases
Apple's anticipated entry into the foldable smartphone market is projected to significantly impact the industry. According to Counterpoint Research, the "iPhone Fold" is expected to drive an 18% increase in the average …