Q2 2020 Competitive Assessment Smartphone in China is in: 🇨🇳 Smartphone sales down -17% YoY, +9% QoQ 🇨🇳Huawei led w/ a record 46% share 🇨🇳 vivo & OPPO combined share at 31% 🇨🇳Apple & Xiaomi at 9% each 🇨🇳 Top five brands now a record 95% share counterpointresearch.com/one-three-smar…

Feedback from TSMC US employees trained in the Taiwan TSMC. Very real insights. But I was surprised that it didn't seem too different from my experience when I worked at TSMC 15 years ago. glassdoor.com/Reviews/Employ…

Counterpoint Research Peter Richardson Tom Kang Tarun Pathak Jeff Fieldhack Parv sharma 英楠 Ethan Qi Ritesh Bendre Brady Wang Akshara Bassi Arm Lisa Su Qualcomm Don McGuire Nuvia Inc. Sanjeet Pandit Rahul Patel Ignacio Contreras #TeamQualcomm @passtubul Anshika Jain Qualcomm India William Li Dale Gai Cristiano R. Amon Snapdragon Snapdragon India Snapdragon DE Veoneer Nakul Duggal Mohit Sharma Ayush Bhardwaj Volvo Cars Honda Arriver HERE Technologies TomTom QNX News Samsung Electronics Moumen (Moe) Badawi Fahad Akash Palkhiwala NVIDIA Qualcomm announces world's first automotive Super SoC to power a centralized auto architectures powering - Cockpit, ADAS/AD, Networking on the same SoC & more importantly at low power. #QualcommAutoDay $QCOM

Catch Jimmy Hsu, Deputy Director of TECNO Image R&D Center on our latest #webinar on 22nd Nov. "The Push Towards Premium: Changing Smartphone Preferences and the Technologies Behind Them" Register here: buff.ly/3EcIWQi tecnomobile #smartphones #technology #technews

Introducing OpenChatKit 🚀 - The first open-source alternative to ChatGPT! A team of ex-OpenAI fellows at Together have released a 20B chat-GPT model, fine-tuned for chat using EleutherAI's GPT-NeoX-20B, with over 43 million instructions under the Apache-2.0 license. >>>

#PSVR2 is a step up from its predecessor, offering improved rendering, eye-tracking, display & haptic feedback But Brady Wang warns of factors that could limit its take-up compared to better offerings Read more: counterpointresearch.com/playstation-vr… PlayStation #technews #technology

Exciting news! 🎉 ChatGPT now supports Office 365! 💻 What's next? I think it should be the Avatar and VR headsets.🤖👓 And with the new Windows fully supporting Arm PC, the PC market is becoming more interesting by the day!💥

Check out Tesla's FSD video in Thailand! Car makers must focus on regional data collection and training to improve. Self-designed SoC is costly and not worth the investment. Our report has all the details." #Tesla #FSD #SelfDrivingCars #DataCollection youtu.be/BQZqXNc-jKI

Our Research VP Neil Shah will be moderating a panel discussion in the ETTelecom's The 5G Congress 2023 on March 23rd. Our analysts Prachir Singh and Siddhant Cally will also be attending the event. Schedule a meeting with them here: counterpointresearch.com/meet-counterpo… #ET5GCongress

Great article from The Wall Street Journal on #India’s #EV dreams facing a reality check. Senior Analyst Soumen Mandal says #India would need at least 5-6 years to set up all the component #manufacturing plants required to make an #EV Full article here: wsj.com/articles/india… #technology

Counterpoint Research Brady Wang Parv sharma Arm Simon Segars Chris Bergey (he/him) 英楠 Ethan Qi Phil Hughes Paul Williamson Oracle Cloud Apple Akshara Bassi William Li Dale Gai Peter Richardson Anish Khajuria Hanuman Pawar SUBHADIP ROY Tech Mahindra gareth99m NVIDIA Mohamed Awad Bloomberg Ian King giles turner Intel Pat Gelsinger A deep dive analysis on the latest launch by Arm Chris Bergey (he/him) of the industry leading low-power mobile architecture and platform "Total Compute Solutions 2023" #TCS23 on the capabilities, innovations and the ecosystem #Computex2023 counterpointresearch.com/arm-platform-t…

I wonder if META will be on schedule to release Quest 3. Although its price is not at the same level as Vision Pro, the latter has established the benchmark for VR headsets.

Tesla's FSD makes strides in the US, but progress seems slow. Regional data gathering is vital for level 3+ autonomous driving. Tesla shifts focus to Europe and China, facing strong competitors. Yet, self-designed SoC investment may offer limited returns based on our research.

#Computex 2024 #Nvidia Keynote Live
 
youtube.com/live/pKXDVsWZm…

Haven’t seen so many media/ industry analysts in #Computex #AMD Q&A session. However, Dr. Lisa Su emphasized AMD's strong partnership with TSMC but did not dismiss the rumors about collaborating with Samsung on 3nm GAA technology.

Rumors mentioned Intel is laying off employees while seeking senior managers from TSMC. Given the growth of both companies in the foundry market and TSMC's stance against defection, Intel may have a limited pool of senior talent from TSMC."

Arm Qualcomm HPE Cray Samsung Electronics IBM Counterpoint Research Apple onsemi GlobalFoundries TSMC Intel Pat Gelsinger NVIDIA Brady Wang Parv sharma Tom Kang Huawei EE Times | Electronic Engineering Times Semiconductor Engineering EE Times Asia EE Times India MediaTek Akshara Bassi Tarun Pathak Dale Gai Siddharth Bhatla Cheng Ting-Fang Charles Moon Tim Cook SK hynix Micron Technology Broadcom William Li Peter Richardson CircuitDigest AMD Texas Instruments ASML Simon Segars Rene Haas Paul Williamson Phil Hughes Alex Harrod SoftBank Group Corp. Ashwath Rao John Romero 🤘🏽 Arm Mobile Nikkei Asia Vedanta Group TSMC continues to strengthen its position in Counterpoint Research Foundry 2.0 rankings across the industry. Right from leading nodes CAPEX, capacity, consumption of wafers, wafers ASP, UTRs, integrated packaging advanced capabilities, partnerships, customer rolodex. For pure play