Counterpoint Research

𝗔𝗿𝗺 𝗘𝘅𝗽𝗮𝗻𝗱𝘀 𝗕𝗲𝘆𝗼𝗻𝗱 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀 𝗮𝘀 𝗔𝗜 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀 𝗙𝘂𝗲𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 @Arm 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝖾𝖽 𝗂𝗍𝗌 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗌𝗍 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗒𝖾𝗍 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨 𝖻𝗒 𝗉𝗈𝗌𝗍𝗂𝗇𝗀 𝗋𝖾𝖼𝗈𝗋𝖽 𝗊𝗎𝖺𝗋𝗍𝖾𝗋𝗅𝗒 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 $𝟣.𝟧𝖡, 𝗎𝗉 𝟤𝟢% 𝖸𝗈𝖸, 𝖺𝗌 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝗋𝖾𝗌 𝖺𝗇𝖽 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝖾𝗆𝖾𝗋𝗀𝖾𝖽 𝖺𝗌 𝗂𝗍𝗌 𝖿𝖺𝗌𝗍𝖾𝗌𝗍-𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌. 𝖣𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝗋𝖾 𝗋𝗈𝗒𝖺𝗅𝗍𝗒 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝗈𝗎𝖻𝗅𝖾𝖽 𝖸𝗈𝖸, 𝗐𝗂𝗍𝗁 @awscloud (AWS) 𝖦𝗋𝖺𝗏𝗂𝗍𝗈𝗇, @Google 𝖠𝗑𝗂𝗈𝗇, @Microsoft 𝖢𝗈𝖻𝖺𝗅𝗍 & @nvidia 𝖵𝖾𝗋𝖺 𝗅𝖾𝖺𝖽𝗂𝗇𝗀 𝗁𝗒𝗉𝖾𝗋𝗌𝖼𝖺𝗅𝖾𝗋 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖽𝗈𝗎𝖻𝗅𝗂𝗇𝗀 𝖽𝗈𝗐𝗇 𝗈𝗇 𝖠𝗋𝗆-𝖻𝖺𝗌𝖾𝖽 𝖺𝗋𝖼𝗁𝗂𝗍𝖾𝖼𝗍𝗎𝗋𝖾𝗌. 𝖠𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 Counterpoint Research, 𝖠𝗋𝗆-𝖻𝖺𝗌𝖾𝖽 𝖢𝖯𝖴𝗌 𝖺𝗋𝖾 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖼𝖺𝗉𝗍𝗎𝗋𝖾 𝗇𝖾𝖺𝗋𝗅𝗒 𝟫𝟢% 𝗈𝖿 𝗍𝗁𝖾 𝖠𝖨 𝖠𝖲𝖨𝖢 𝗌𝖾𝗋𝗏𝖾𝗋 𝖢𝖯𝖴 𝗆𝖺𝗋𝗄𝖾𝗍 𝖻𝗒 𝟤𝟢𝟤𝟫, 𝗎𝗇𝖽𝖾𝗋𝗌𝖼𝗈𝗋𝗂𝗇𝗀 𝖺 𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖺𝗅 𝗌𝗁𝗂𝖿𝗍 𝗂𝗇 𝗁𝗈𝗐 𝖠𝖨 𝗂𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 𝗀𝖾𝗍𝗌 𝖻𝗎𝗂𝗅𝗍. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝖫𝗂𝖼𝖾𝗇𝗌𝗂𝗇𝗀 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝖾𝖽 𝟤𝟫% 𝖸𝗈𝖸 𝖺𝗌 𝗂𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝗂𝗇 𝖠𝖨 𝖲𝗈𝖢𝗌, 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝖢𝖯𝖴𝗌 𝖺𝗇𝖽 𝗇𝖾𝗑𝗍-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖼𝗈𝗆𝗉𝗎𝗍𝖾 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾𝖽. • 𝖯𝗋𝖾𝗆𝗂𝗎𝗆 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖽𝗋𝗈𝗏𝖾 𝗁𝗂𝗀𝗁𝖾𝗋 𝗋𝗈𝗒𝖺𝗅𝗍𝗒 𝗋𝖺𝗍𝖾𝗌 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀 𝖠𝗋𝗆𝗏𝟫 𝖺𝗇𝖽 𝖢𝖲𝖲 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝖽𝖾𝗌𝗉𝗂𝗍𝖾 𝗐𝖾𝖺𝗄 𝖻𝗋𝗈𝖺𝖽𝖾𝗋 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝖽𝖾𝗆𝖺𝗇𝖽. • 𝖠𝗋𝗆’𝗌 𝖠𝖦𝖨 𝖢𝖯𝖴 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖾𝗑𝖼𝖾𝖾𝖽 $𝟤 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝗈𝗏𝖾𝗋 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝗍𝗐𝗈 𝗒𝖾𝖺𝗋𝗌, 𝗐𝗂𝗍𝗁 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝖼𝗈𝗇𝗍𝗋𝗂𝖻𝗎𝗍𝗂𝗈𝗇 𝗌𝗍𝖺𝗋𝗍𝗂𝗇𝗀 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟩. • 𝖠𝗋𝗆 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝖾𝗑𝗉𝖺𝗇𝖽𝗂𝗇𝗀 𝖻𝖾𝗒𝗈𝗇𝖽 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗂𝗇𝗍𝗈 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋𝗌, 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾, 𝖾𝖽𝗀𝖾 𝖠𝖨, 𝗇𝖾𝗍𝗐𝗈𝗋𝗄𝗂𝗇𝗀, 𝖣𝖯𝖴𝗌, 𝖲𝗆𝖺𝗋𝗍𝖭𝖨𝖢𝗌 𝖺𝗇𝖽 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖺𝗅 𝗆𝖺𝗋𝗄𝖾𝗍𝗌. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/ar… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗦𝗼𝗖 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗯𝘆 𝗩𝗲𝗻𝗱𝗼𝗿 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/Glo… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗔𝗜 𝗔𝗦𝗜𝗖𝘀 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/AI_… #Arm #AIInfrastructure #Semiconductors #DataCenter #GenerativeAI #CounterpointResearch #AI #ASIC $ARM

The AI boom triggered an explosion of Nvidia GPUs in 2024. 2025 was the year of HBM (SK Hynix). This year, it's DRAM and NAND memory. Next year, it will be AI ASICs. Our Research Director @mobilekang highlights below.

𝟴 𝗶𝗻 𝟭𝟬 𝗪𝗲𝗮𝗿𝗮𝗯𝗹𝗲𝘀 𝘁𝗼 𝗙𝗲𝗮𝘁𝘂𝗿𝗲 𝗢𝗻-𝗗𝗲𝘃𝗶𝗰𝗲 𝗔𝗜 𝗯𝘆 𝟮𝟬𝟯𝟮 𝖤𝖽𝗀𝖾 𝖠𝖨 𝗂𝗌 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝖿𝗋𝗈𝗆 𝗉𝖺𝗌𝗌𝗂𝗏𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝗀𝖺𝖽𝗀𝖾𝗍𝗌 𝗂𝗇𝗍𝗈 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍, 𝗋𝖾𝖺𝗅-𝗍𝗂𝗆𝖾 𝖼𝗈𝗆𝗉𝗎𝗍𝗂𝗇𝗀 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆𝗌. 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝗌 𝖺 𝖼𝗎𝗆𝗎𝗅𝖺𝗍𝗂𝗏𝖾 $𝟣 𝗍𝗋𝗂𝗅𝗅𝗂𝗈𝗇 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗒 𝖻𝗒 𝟤𝟢𝟥𝟤, 𝗐𝗂𝗍𝗁 𝖤𝖽𝗀𝖾 𝖠𝖨 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖼𝖺𝗉𝗍𝗎𝗋𝖾 𝗇𝖾𝖺𝗋𝗅𝗒 𝟩𝟧% 𝗈𝖿 𝗍𝗁𝖾 𝗏𝖺𝗅𝗎𝖾. 𝖳𝗁𝖾 𝗌𝗁𝗂𝖿𝗍 𝗂𝗌 𝖻𝖾𝗂𝗇𝗀 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗈𝗇-𝖽𝖾𝗏𝗂𝖼𝖾 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾, 𝖿𝗋𝗈𝗆 𝖼𝗅𝗂𝗇𝗂𝖼𝖺𝗅𝗅𝗒 𝗋𝖾𝗅𝖾𝗏𝖺𝗇𝗍 𝗁𝖾𝖺𝗅𝗍𝗁 𝗆𝗈𝗇𝗂𝗍𝗈𝗋𝗂𝗇𝗀 𝗂𝗇 𝗌𝗆𝖺𝗋𝗍𝗐𝖺𝗍𝖼𝗁𝖾𝗌 𝗍𝗈 𝗋𝖾𝖺𝗅-𝗍𝗂𝗆𝖾 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖺𝖽𝖺𝗉𝗍𝗂𝗏𝖾 𝖺𝗎𝖽𝗂𝗈 𝗂𝗇 𝖳𝖶𝖲 𝖽𝖾𝗏𝗂𝖼𝖾𝗌. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖤𝖽𝗀𝖾 𝖠𝖨 𝗉𝖾𝗇𝖾𝗍𝗋𝖺𝗍𝗂𝗈𝗇 𝗂𝗇 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝗂𝗌𝖾 𝖿𝗋𝗈𝗆 𝟥𝟢% 𝗂𝗇 𝟤𝟢𝟤𝟧 𝗍𝗈 𝗇𝖾𝖺𝗋𝗅𝗒 𝟪𝟢% 𝖻𝗒 𝟤𝟢𝟥𝟤.   • 𝖦𝗅𝗈𝖻𝖺𝗅 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗀𝗋𝗈𝗐 𝖺𝗍 𝖺 𝟣𝟢% 𝖢𝖠𝖦𝖱 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟥𝟤, 𝗐𝗁𝗂𝗅𝖾 𝖤𝖽𝗀𝖾 𝖠𝖨-𝖾𝗇𝖺𝖻𝗅𝖾𝖽 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝖾𝗑𝗉𝖺𝗇𝖽 𝖺𝗍 𝖺 𝗌𝗂𝗀𝗇𝗂𝖿𝗂𝖼𝖺𝗇𝗍𝗅𝗒 𝖿𝖺𝗌𝗍𝖾𝗋 𝟤𝟣% 𝖢𝖠𝖦𝖱.   • 𝖳𝖶𝖲 𝖺𝗇𝖽 𝗌𝗆𝖺𝗋𝗍𝗐𝖺𝗍𝖼𝗁 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌 𝗐𝗂𝗅𝗅 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗍𝗈 𝗅𝖾𝖺𝖽 𝗍𝗁𝖾 𝗐𝖾𝖺𝗋𝖺𝖻𝗅𝖾𝗌 𝖼𝖺𝗍𝖾𝗀𝗈𝗋𝗒 𝗂𝗇 𝗍𝖾𝗋𝗆𝗌 𝗈𝖿 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/8-… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗱𝗴𝗲 𝗔𝗜-𝗘𝗻𝗮𝗯𝗹𝗲𝗱 𝗪𝗲𝗮𝗿𝗮𝗯𝗹𝗲𝘀 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/glo… #EdgeAI #Wearables #AI #Smartwatch #TWS #SmartRings #TinyML #DigitalHealth #CounterpointResearch

𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗽𝗿𝗶𝗰𝗲𝘀 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮 𝗮𝗿𝗲 𝗰𝗹𝗶𝗺𝗯𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝗮𝗿𝗲 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝗶𝘁. Counterpoint Research 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝗌 𝖺 𝟣𝟢%+ 𝖸𝗈𝖸 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝗂𝗇 𝗍𝗁𝖾 𝖨𝗇𝖽𝗂𝖺𝗇 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗍𝗁𝗂𝗌 𝗒𝖾𝖺𝗋, 𝖿𝗎𝖾𝗅𝖾𝖽 𝖻𝗒 𝖺 𝟦𝗑 𝗌𝗎𝗋𝗀𝖾 𝗂𝗇 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌 𝗈𝗏𝖾𝗋 𝗍𝗁𝖾 𝗅𝖺𝗌𝗍 𝗍𝗁𝗋𝖾𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋𝗌. 𝖠𝗌 𝖺𝖿𝖿𝗈𝗋𝖽𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝖾𝗋𝗈𝖽𝖾𝗌 𝖺𝗇𝖽 𝗋𝖾𝗉𝗅𝖺𝖼𝖾𝗆𝖾𝗇𝗍 𝖼𝗒𝖼𝗅𝖾𝗌 𝗌𝗍𝗋𝖾𝗍𝖼𝗁, 𝖻𝗋𝖺𝗇𝖽𝗌 𝖺𝗋𝖾 𝗉𝗂𝗏𝗈𝗍𝗂𝗇𝗀 𝗍𝗈 𝗉𝗋𝖾𝗆𝗂𝗎𝗆-𝗍𝗂𝖾𝗋 𝗀𝗋𝗈𝗐𝗍𝗁, 𝗅𝖾𝖺𝗇𝖾𝗋 𝗉𝗈𝗋𝗍𝖿𝗈𝗅𝗂𝗈𝗌, 𝖺𝗇𝖽 𝗌𝗁𝖺𝗋𝗉𝖾𝗋 𝖼𝗁𝖺𝗇𝗇𝖾𝗅 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖾𝗌 𝗍𝗈 𝗉𝗋𝗈𝗍𝖾𝖼𝗍 𝗆𝖺𝗋𝗀𝗂𝗇𝗌. 𝗪𝗮𝗻𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘄𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗿𝗼𝗮𝗱 𝗮𝗵𝗲𝗮𝗱? 𝖩𝗈𝗂𝗇 𝗈𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, @Tarunpathak, 𝖺𝗍 𝖺𝗇 𝖾𝗑𝖼𝗅𝗎𝗌𝗂𝗏𝖾 𝗉𝖺𝗇𝖾𝗅 𝖽𝗂𝗌𝖼𝗎𝗌𝗌𝗂𝗈𝗇, "𝗗𝗲𝗰𝗼𝗱𝗶𝗻𝗴 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗣𝗿𝗶𝗰𝗲 𝗧𝗿𝗲𝗻𝗱𝘀", 𝗈𝗇 𝖬𝖺𝗒 𝟣𝟦, 𝟤𝟢𝟤𝟨, 𝖺𝗍 𝟤 𝖯𝖬 𝖨𝖲𝖳. 𝗝𝗼𝗶𝗻 𝘃𝗶𝗮 𝗹𝗶𝗻𝗸: myoas.zoom.us/j/97125477901?… 𝗔𝗹𝘀𝗼 𝗥𝗲𝗮𝗱: 𝗜𝗻𝗱𝗶𝗮 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗲𝗲𝘀 𝗪𝗲𝗮𝗸𝗲𝘀𝘁 𝗤𝘂𝗮𝗿𝘁𝗲𝗿 𝗶𝗻 𝗦𝗶𝘅 𝗬𝗲𝗮𝗿𝘀 counterpointresearch.com/en/insights/in… #IndiaSmartphones #SmartphoneMarket #PriceTrends #MobileIndustry #CounterpointResearch #TechAnalysis

NAND prices crashed 40%? That's just the spot price change. Our Research Director @mobilekang explains how spot prices are just noise, the real fire is contract prices that are quietly moving up, almost 90% in Q2!

𝗣𝘂𝗿𝗽𝗼𝘀𝗲-𝗕𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲: 𝗧𝗵𝗲 𝗣𝗶𝗼𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝗕𝗲𝗵𝗶𝗻𝗱 𝗭𝗼𝗼𝘅’𝘀 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗩𝗶𝘀𝗶𝗼𝗻 𝖳𝗁𝖾 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝗈𝗇 𝗍𝗁𝖾 𝖼𝗎𝗌𝗉 𝗈𝖿 𝖺 𝗆𝖺𝗃𝗈𝗋 𝗂𝗇𝖿𝗅𝖾𝖼𝗍𝗂𝗈𝗇 𝗉𝗈𝗂𝗇𝗍, 𝖺𝗇𝖽 𝖹𝗈𝗈𝗑 𝗂𝗌 𝗋𝖾𝖽𝖾𝖿𝗂𝗇𝗂𝗇𝗀 𝗐𝗁𝖺𝗍 𝗍𝗁𝖺𝗍 𝖿𝗎𝗍𝗎𝗋𝖾 𝗅𝗈𝗈𝗄𝗌 𝗅𝗂𝗄𝖾. 𝖠𝖼𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗍𝗈 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁'𝗌 𝖦𝗅𝗈𝖻𝖺𝗅 𝖱𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖵𝖾𝗁𝗂𝖼𝗅𝖾 𝖲𝖺𝗅𝖾𝗌 𝖺𝗇𝖽 𝖲𝖾𝗋𝗏𝗂𝖼𝖾𝗌 𝖬𝖺𝗋𝗄𝖾𝗍 𝖥𝗈𝗋𝖾𝖼𝖺𝗌𝗍, 𝗍𝗁𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝗉𝗋𝗈𝗃𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝖺𝖼𝗁 $𝟣𝟨𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖻𝗒 𝟤𝟢𝟥𝟧, 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖿𝗅𝖾𝖾𝗍 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗏𝖾𝗁𝗂𝖼𝗅𝖾𝗌. 𝖶𝗁𝗂𝗅𝖾 𝖾𝖺𝗋𝗅𝗒 𝗆𝗈𝗏𝖾𝗋𝗌 𝗅𝗂𝗄𝖾 @Waymo, @BaiduApollo 𝖦𝗈, @Tesla, @WeRide_ai, 𝖺𝗇𝖽 𝖯𝗈𝗇𝗒.𝖺𝗂 𝗅𝖾𝖺𝖽 𝗍𝗁𝖾 𝖼𝗁𝖺𝗋𝗀𝖾 𝗂𝗇 𝗌𝖼𝖺𝗅𝖾, @amazon-𝗈𝗐𝗇𝖾𝖽 @zoox 𝗂𝗌 𝗌𝖾𝗍𝗍𝗂𝗇𝗀 𝖺 𝖽𝗂𝖿𝖿𝖾𝗋𝖾𝗇𝗍 𝗄𝗂𝗇𝖽 𝗈𝖿 𝖻𝖾𝗇𝖼𝗁𝗆𝖺𝗋𝗄: 𝖺 𝗉𝗎𝗋𝗉𝗈𝗌𝖾-𝖻𝗎𝗂𝗅𝗍, 𝖿𝗎𝗅𝗅𝗒 𝗌𝗒𝗆𝗆𝖾𝗍𝗋𝗂𝖼𝖺𝗅, 𝖿𝗈𝗎𝗋-𝗐𝗁𝖾𝖾𝗅-𝗌𝗍𝖾𝖾𝗋𝗂𝗇𝗀 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗌𝗂𝗀𝗇𝖾𝖽 𝖿𝗋𝗈𝗆 𝗍𝗁𝖾 𝗀𝗋𝗈𝗎𝗇𝖽 𝗎𝗉 𝖿𝗈𝗋 𝖺 𝖽𝗋𝗂𝗏𝖾𝗋𝗅𝖾𝗌𝗌 𝗐𝗈𝗋𝗅𝖽. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝟤𝟢𝟤𝟨 𝗂𝗌 𝗌𝖾𝗍 𝗍𝗈 𝗌𝖾𝖾 𝖺 𝖻𝗋𝖾𝖺𝗄𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝗂𝗇 𝗍𝗁𝖾 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇 𝗈𝖿 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌, 𝗐𝗂𝗍𝗁 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝗂𝗇𝗀 𝗍𝗁𝖺𝗍 𝗍𝗁𝖾 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗐𝗂𝗅𝗅 𝗀𝗋𝗈𝗐 𝗍𝗈 $𝟣𝟨𝟪 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖻𝗒 𝟤𝟢𝟥𝟧 𝗐𝗂𝗍𝗁 𝖺 𝖿𝗅𝖾𝖾𝗍 𝗌𝗂𝗓𝖾 𝗈𝖿 𝟥.𝟨 𝗆𝗂𝗅𝗅𝗂𝗈𝗇. • 𝖹𝗈𝗈𝗑, 𝖺𝗌 𝖺𝗇 𝗂𝗇𝖽𝖾𝗉𝖾𝗇𝖽𝖾𝗇𝗍 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋, 𝗂𝗌 𝖼𝗎𝗋𝗋𝖾𝗇𝗍𝗅𝗒 𝖿𝗈𝗋𝖾𝖼𝖺𝗌𝗍𝖾𝖽 𝗍𝗈 𝖼𝖺𝗉𝗍𝗎𝗋𝖾 𝖺 𝗌𝗆𝖺𝗅𝗅𝖾𝗋 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝗂𝗇 𝗍𝗁𝖾 𝗌𝖾𝗋𝗏𝗂𝖼𝖾 𝗆𝖺𝗋𝗄𝖾𝗍. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗍𝗁𝗂𝗌 𝖼𝗈𝗎𝗅𝖽 𝖼𝗁𝖺𝗇𝗀𝖾 𝗐𝗁𝖾𝗇 𝖹𝗈𝗈𝗑 𝗋𝖾𝖺𝖼𝗁𝖾𝗌 𝗂𝗍𝗌 𝖿𝗎𝗅𝗅 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅. • 𝖹𝗈𝗈𝗑 𝗁𝖺𝗌 𝖺 𝗎𝗇𝗂𝗊𝗎𝖾 𝗉𝗋𝗈𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝖺𝗆𝗈𝗇𝗀 𝗋𝗈𝖻𝗈𝗍𝖺𝗑𝗂 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 – 𝖺 𝗉𝗎𝗋𝗉𝗈𝗌𝖾-𝖻𝗎𝗂𝗅𝗍 𝗏𝖾𝗁𝗂𝖼𝗅𝖾, 𝗂𝗇-𝗁𝗈𝗎𝗌𝖾 𝗆𝖺𝗇𝗎𝖿𝖺𝖼𝗍𝗎𝗋𝗂𝗇𝗀, 𝖻𝖾𝗂𝗇𝗀 𝖺𝖻𝗅𝖾 𝗍𝗈 𝗉𝗂𝗈𝗇𝖾𝖾𝗋 𝖺𝗇𝖽 𝗌𝗁𝖺𝗉𝖾 𝗋𝖾𝗀𝗎𝗅𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗉𝗈𝗍𝖾𝗇𝗍𝗂𝖺𝗅 𝗍𝗈 𝗅𝖾𝗏𝖾𝗋𝖺𝗀𝖾 𝖠𝗆𝖺𝗓𝗈𝗇’𝗌 𝖯𝗋𝗂𝗆𝖾 𝗌𝗎𝖻𝗌𝖼𝗋𝗂𝗉𝗍𝗂𝗈𝗇 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆. 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/th… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗩𝗲𝗵𝗶𝗰𝗹𝗲 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/glo… 𝗪𝗮𝘁𝗰𝗵 𝗼𝘂𝗿 𝗭𝗼𝗼𝘅 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 𝗗𝗿𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲: youtube.com/watch?v=T8rgv2… #AutonomousVehicles #Robotaxi #FutureOfMobility #SelfDrivingCars #Zoox #CounterpointResearch #Tesla #Waymo

The next Apple AirPods will come with a camera! If it really happens, it will be a major enhancement for Physical AI. Our Principal Analyst @anshikajain41 talks about the concerns about privacy.

𝗠𝗲𝗲𝘁 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗮𝘁 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝘅 𝗧𝗮𝗶𝗽𝗲𝗶 𝟮𝟬𝟮𝟲 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗐𝗂𝗅𝗅 𝖻𝖾 𝖺𝗍𝗍𝖾𝗇𝖽𝗂𝗇𝗀 𝖢𝗈𝗆𝗉𝗎𝗍𝖾𝗑 𝟤𝟢𝟤𝟨 𝗂𝗇 𝖳𝖺𝗂𝗉𝖾𝗂, 𝖳𝖺𝗂𝗐𝖺𝗇, 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝖩𝗎𝗇𝖾 𝟤 𝖺𝗇𝖽 𝖩𝗎𝗇𝖾 𝟧, 𝟤𝟢𝟤𝟨. 𝖸𝗈𝗎 𝖼𝖺𝗇 𝗌𝖼𝗁𝖾𝖽𝗎𝗅𝖾 𝖺 𝗆𝖾𝖾𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝗈𝗎𝗋 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗍𝗁𝖾 𝗅𝖺𝗍𝖾𝗌𝗍 𝗍𝗋𝖾𝗇𝖽𝗌 𝗂𝗇 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖠𝖨, 𝖣𝖺𝗍𝖺 𝖢𝖾𝗇𝗍𝗋𝖾𝗌, 𝖠𝖨 𝖯𝖢𝗌, 𝖧𝖯𝖢, 𝖭𝖾𝗍𝗐𝗈𝗋𝗄𝗌 & 𝖨𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾, 𝗆𝖾𝗆𝗈𝗋𝗒 𝖺𝗇𝖽 𝖠𝖨 𝖠𝖲𝖨𝖢, 𝖺𝗆𝗈𝗇𝗀 𝗈𝗍𝗁𝖾𝗋 𝗍𝗈𝗉𝗂𝖼𝗌. 𝗛𝗲𝗿𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗹𝗶𝘀𝘁 𝗼𝗳 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝘁𝘀 𝗮𝘁𝘁𝗲𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗲𝘃𝗲𝗻𝘁: • 𝗡𝗲𝗶𝗹 𝗦𝗵𝗮𝗵 (@neiltwitz)– 𝖵𝗂𝖼𝖾 𝖯𝗋𝖾𝗌𝗂𝖽𝖾𝗇𝗍 𝗈𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 & 𝖢𝗈-𝖿𝗈𝗎𝗇𝖽𝖾𝗋: 𝖣𝖾𝗏𝗂𝖼𝖾𝗌, 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖠𝖨, 𝖣𝖺𝗍𝖺 𝖢𝖾𝗇𝗍𝖾𝗋𝗌, 𝖠𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾, 𝖨𝗈𝖳 • 𝗕𝗿𝗮𝗱𝘆 𝗪𝗮𝗻𝗴 (@BradyWang10) – 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋: 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖥𝗈𝗎𝗇𝖽𝗋𝗒, 𝖧𝖯𝖢 • 𝗗𝗮𝘃𝗶𝗱 𝗡𝗮𝗿𝗮𝗻𝗷𝗼 (@DSCCDave) – 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋: 𝖣𝖾𝗏𝗂𝖼𝖾𝗌, 𝖯𝖢, 𝖣𝗂𝗌𝗉𝗅𝖺𝗒 • 𝗚𝗮𝗿𝗲𝘁𝗵 𝗢𝘄𝗲𝗻 (@gareth99m) - 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋: 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖭𝖾𝗍𝗐𝗈𝗋𝗄𝗌 & 𝖨𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 • 𝗥𝗶𝘁𝗲𝘀𝗵 𝗕𝗲𝗻𝗱𝗿𝗲 (@GadgetFreak4U) - 𝖦𝗅𝗈𝖻𝖺𝗅 𝖢𝗈𝗇𝗍𝖾𝗇𝗍 𝖬𝖺𝗇𝖺𝗀𝖾𝗋 • 𝗣𝗮𝗿𝘃 𝗦𝗵𝗮𝗿𝗺𝗮 (@Parv_S) – 𝖲𝖾𝗇𝗂𝗈𝗋 𝖠𝗇𝖺𝗅𝗒𝗌𝗍: 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖧𝖯𝖢, 𝖨𝗈𝖳 • 𝗪𝗶𝗹𝗹𝗶𝗮𝗺 𝗟𝗶 (@WilliamLi_CY) – 𝖲𝖾𝗇𝗂𝗈𝗋 𝖠𝗇𝖺𝗅𝗒𝗌𝗍: 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖥𝗈𝗎𝗇𝖽𝗋𝗒 • 𝗗𝗮𝘃𝗶𝗱 𝗪𝘂 - 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾, 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖥𝗈𝗎𝗇𝖽𝗋𝗒, 𝖠𝖨 𝖠𝖲𝖨𝖢 • 𝗝𝗮𝘀𝗼𝗻 𝗣𝗮𝗿𝗸 - 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖠𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾, 𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌, 𝖬𝖾𝗆𝗈𝗋𝗒 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝘁𝘀 𝗯𝘆 𝗲𝗺𝗮𝗶𝗹𝗶𝗻𝗴 𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁’𝘀 𝗧𝗮𝗶𝘄𝗮𝗻 𝗣𝗥 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹 𝗮𝘁 𝘀𝗵𝗶𝗿𝗹𝗲𝘆.𝗰𝗵𝗲𝗻𝗴@𝗰𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵.𝗰𝗼𝗺. 𝗞𝗻𝗼𝘄 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝘅 𝗧𝗮𝗶𝗽𝗲𝗶 𝟮𝟬𝟮𝟲 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/me… #AI #ASIC #HPC #Semiconductors #Computex2026 #Foundry #AIPC #DataCenters @computextaipei

𝗙𝗼𝗿𝗱’𝘀 𝗟𝗼𝗻𝗴 𝗕𝗲𝗮𝗰𝗵 𝗘𝗩 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗖𝗲𝗻𝘁𝗲𝗿 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗶𝘁𝘀 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝘁𝗼 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗗𝗲𝘀𝗶𝗴𝗻 𝗮𝗻𝗱 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 @Ford'𝗌 𝖤𝖵 𝖣𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍 𝖢𝖾𝗇𝗍𝖾𝗋 (𝖤𝖵𝖣𝖢) 𝗂𝗇 𝖫𝗈𝗇𝗀 𝖡𝖾𝖺𝖼𝗁 𝗈𝖿𝖿𝖾𝗋𝗌 𝖺 𝗋𝖺𝗋𝖾 𝗅𝗈𝗈𝗄 𝗂𝗇𝗍𝗈 𝗁𝗈𝗐 𝗍𝗁𝖾 𝖺𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋 𝗂𝗌 𝗋𝖾𝗂𝗆𝖺𝗀𝗂𝗇𝗂𝗇𝗀 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍, 𝗇𝗈𝗍 𝗃𝗎𝗌𝗍 𝖿𝗈𝗋 𝗌𝗉𝖾𝖾𝖽, 𝖻𝗎𝗍 𝖿𝗈𝗋 𝖼𝗈𝗇𝗍𝗋𝗈𝗅. 𝖶𝗂𝗍𝗁 𝟥𝟧𝟢 𝖾𝗇𝗀𝗂𝗇𝖾𝖾𝗋𝗌 𝖽𝖾𝗌𝗂𝗀𝗇𝗂𝗇𝗀 𝖤𝖢𝖴𝗌, 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾, 𝖺𝗇𝖽 𝗌𝗒𝗌𝗍𝖾𝗆𝗌 𝗂𝗇-𝗁𝗈𝗎𝗌𝖾, 𝖥𝗈𝗋𝖽 𝗂𝗌 𝖾𝗇𝖺𝖻𝗅𝗂𝗇𝗀 𝖿𝖺𝗌𝗍𝖾𝗋 𝗂𝗍𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝗍𝗂𝗀𝗁𝗍𝖾𝗋 𝖼𝗈𝗌𝗍 𝗆𝖺𝗇𝖺𝗀𝖾𝗆𝖾𝗇𝗍 𝖺𝖼𝗋𝗈𝗌𝗌 𝗂𝗍𝗌 𝖴𝗇𝗂𝗏𝖾𝗋𝗌𝖺𝗅 𝖤𝖵 𝖯𝗅𝖺𝗍𝖿𝗈𝗋𝗆 (𝖴𝖤𝖯). 𝖶𝗂𝗍𝗁 𝖺 𝗆𝗂𝖽-𝗌𝗂𝗓𝖾 𝖾𝗅𝖾𝖼𝗍𝗋𝗂𝖼 𝗉𝗂𝖼𝗄𝗎𝗉 𝗍𝖺𝗋𝗀𝖾𝗍𝗂𝗇𝗀 𝟤𝟢𝟤𝟩 𝗉𝗋𝗈𝖽𝗎𝖼𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖺 𝗇𝖾𝗐 𝖺𝗌𝗌𝖾𝗆𝖻𝗅𝗒 𝗌𝗒𝗌𝗍𝖾𝗆 𝗉𝗋𝗈𝗆𝗂𝗌𝗂𝗇𝗀 𝟦𝟢% 𝖿𝖺𝗌𝗍𝖾𝗋 𝖻𝗎𝗂𝗅𝖽 𝗍𝗂𝗆𝖾𝗌, 𝖥𝗈𝗋𝖽'𝗌 𝗂𝗌 𝖻𝖾𝗍𝗍𝗂𝗇𝗀 𝗈𝗇 𝗏𝖾𝗋𝗍𝗂𝖼𝖺𝗅 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝗉𝗅𝖺𝗍𝖿𝗈𝗋𝗆-𝖿𝗂𝗋𝗌𝗍 𝗍𝗁𝗂𝗇𝗄𝗂𝗇𝗀. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • 𝖥𝗈𝗋𝖽 𝗉𝗋𝗈𝗏𝗂𝖽𝖾𝖽 𝖺𝗇 𝗂𝗇𝗌𝗂𝖽𝖾 𝗅𝗈𝗈𝗄 𝖺𝗍 𝗍𝗁𝖾 𝖿𝖺𝖼𝗂𝗅𝗂𝗍𝗒 𝖺𝗇𝖽 𝗍𝖾𝖺𝗆𝗌 𝖽𝖾𝗌𝗂𝗀𝗇𝗂𝗇𝗀 𝗍𝗁𝖾 𝖺𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋’𝗌 𝖴𝗇𝗂𝗏𝖾𝗋𝗌𝖺𝗅 𝖤𝖵 𝖯𝗅𝖺𝗍𝖿𝗈𝗋𝗆 (𝖴𝖤𝖯) 𝖺𝗇𝖽 𝗆𝗂𝖽-𝗌𝗂𝗓𝖾 𝗉𝗂𝖼𝗄𝗎𝗉 𝗍𝗋𝗎𝖼𝗄 𝖻𝖺𝗌𝖾𝖽 𝗈𝗇 𝗍𝗁𝗂𝗌 𝗆𝗈𝖽𝖾𝗅.   • 𝖳𝗁𝖾 𝗍𝗈𝗎𝗋 𝗌𝗁𝗈𝗐𝖾𝖽 𝗁𝗈𝗐 𝖥𝗈𝗋𝖽 𝗂𝗌 𝖺𝖽𝗈𝗉𝗍𝗂𝗇𝗀 𝖺 𝗇𝖾𝗐 𝖺𝗉𝗉𝗋𝗈𝖺𝖼𝗁 𝗍𝗈 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍, 𝗐𝗂𝗍𝗁 𝖽𝖾𝗉𝖺𝗋𝗍𝗆𝖾𝗇𝗍𝗌 𝖼𝗈-𝗅𝗈𝖼𝖺𝗍𝖾𝖽 𝖺𝗇𝖽 𝖺𝖻𝗅𝖾 𝗍𝗈 𝗋𝖺𝗉𝗂𝖽𝗅𝗒 𝗂𝗍𝖾𝗋𝖺𝗍𝖾 𝗈𝗇 𝖽𝖾𝗌𝗂𝗀𝗇𝗌.   • 𝖳𝗁𝖾 𝖺𝗎𝗍𝗈𝗆𝖺𝗄𝖾𝗋 𝗂𝗌 𝖺𝗅𝗌𝗈 𝖽𝖾𝗌𝗂𝗀𝗇𝗂𝗇𝗀 𝗆𝗈𝗋𝖾 𝗈𝖿 𝗍𝗁𝖾 𝗁𝖺𝗋𝖽𝗐𝖺𝗋𝖾 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝗐𝖺𝗋𝖾 𝗂𝗇 𝗂𝗍𝗌 𝖴𝖤𝖯, 𝗐𝗂𝗍𝗁 𝗍𝖾𝖺𝗆𝗌 𝖿𝗈𝖼𝗎𝗌𝖾𝖽 𝗈𝗇 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗂𝗇𝗀 𝗈𝗉𝗍𝗂𝗆𝗂𝗓𝖾𝖽, 𝗆𝗎𝗅𝗍𝗂-𝖿𝗎𝗇𝖼𝗍𝗂𝗈𝗇 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍𝗌. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/fo… 𝗔𝗹𝘀𝗼 𝗥𝗲𝗮𝗱: 𝗙𝗼𝗿𝗱 𝗟𝗼𝗼𝗸𝘀 𝗳𝗼𝗿 𝗠𝗼𝗱𝗲𝗹-𝗧 𝗥𝗲𝗱𝘂𝘅 𝘄𝗶𝘁𝗵 𝗨𝗘𝗩 𝗣𝗹𝗮𝗻: counterpointresearch.com/en/insights/fo… #Ford #ElectricVehicles #EVStrategy #Automotive #EVManufacturing #CounterpointResearch

𝗧𝗵𝗲 𝗰𝗮𝗿 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗷𝘂𝘀𝘁 𝗮 𝗺𝗼𝗱𝗲 𝗼𝗳 𝘁𝗿𝗮𝗻𝘀𝗽𝗼𝗿𝘁; 𝗶𝘁'𝘀 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝗮 𝘀𝗲𝗰𝗼𝗻𝗱 𝗹𝗶𝘃𝗶𝗻𝗴 𝗿𝗼𝗼𝗺. 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁'𝗌 𝗅𝖺𝗍𝖾𝗌𝗍 𝗌𝗍𝗎𝖽𝗒 𝗌𝗁𝗈𝗐𝗌 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗂𝗇 𝗍𝖾𝖼𝗁-𝖿𝗈𝗋𝗐𝖺𝗋𝖽 𝗆𝖺𝗋𝗄𝖾𝗍𝗌 𝗅𝗂𝗄𝖾 𝖢𝗁𝗂𝗇𝖺, 𝗇𝗈𝗐 𝖾𝗑𝗉𝖾𝖼𝗍 𝗉𝖾𝗋𝗌𝗈𝗇𝖺𝗅𝗂𝗓𝖺𝗍𝗂𝗈𝗇, 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒 & 𝗂𝗆𝗆𝖾𝗋𝗌𝗂𝗏𝖾 𝖾𝗇𝗍𝖾𝗋𝗍𝖺𝗂𝗇𝗆𝖾𝗇𝗍, 𝗂𝗇𝖼𝗅𝗎𝖽𝗂𝗇𝗀 𝗆𝗎𝗌𝗂𝖼, 𝗆𝗈𝗏𝗂𝖾𝗌, 𝗉𝗈𝖽𝖼𝖺𝗌𝗍𝗌 & 𝗌𝗁𝗈𝗋𝗍-𝖿𝗈𝗋𝗆 𝗎𝗌𝖾𝗋-𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝖾𝖽 𝖼𝗈𝗇𝗍𝖾𝗇𝗍 𝖺𝗌 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗂𝗇-𝖼𝖺𝗋 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. 𝗞𝗲𝘆 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗻𝗲𝘄 𝗖𝗵𝗶𝗻𝗮 𝘀𝘁𝘂𝗱𝘆: • 𝟩 𝗂𝗇 𝟣𝟢 𝖼𝖺𝗋 𝗈𝗐𝗇𝖾𝗋𝗌 𝗌𝖾𝖾 𝗍𝗁𝖾𝗂𝗋 𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖺𝗌 𝖺 𝗌𝖾𝖼𝗈𝗇𝖽 𝗅𝗂𝗏𝗂𝗇𝗀 𝗋𝗈𝗈𝗆 • 𝟩𝟥% 𝖺𝗌𝗌𝗈𝖼𝗂𝖺𝗍𝖾 𝖼𝖺𝗋𝗌 𝗐𝗂𝗍𝗁 𝗂𝗆𝗆𝖾𝗋𝗌𝗂𝗏𝖾 𝖾𝗇𝗍𝖾𝗋𝗍𝖺𝗂𝗇𝗆𝖾𝗇𝗍 • 𝟥/𝟦 𝖼𝖺𝗋 𝗈𝗐𝗇𝖾𝗋𝗌 𝗏𝗂𝖾𝗐 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝗂𝗇-𝖼𝖺𝗋 𝗍𝖾𝖼𝗁 𝖺𝗌 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 & 𝖺𝗌𝗉𝗂𝗋𝖺𝗍𝗂𝗈𝗇𝖺𝗅 • 𝟪𝟨% 𝖼𝖺𝗋 𝗈𝗐𝗇𝖾𝗋𝗌 𝗐𝗁𝗈 𝗁𝖺𝗏𝖾 𝖣𝗈𝗅𝖻𝗒 𝖵𝗂𝗌𝗂𝗈𝗇 & 𝖠𝗍𝗆𝗈𝗌 𝖺𝗋𝖾 𝗌𝖺𝗍𝗂𝗌𝖿𝗂𝖾𝖽 𝗐𝗂𝗍𝗁 𝗍𝗁𝖾𝗂𝗋 𝗂𝗇𝖿𝗈𝗍𝖺𝗂𝗇𝗆𝖾𝗇𝗍 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/wh… #ConnectedCar #Infotainment #AutomotiveTech #ConsumerInsights #DigitalLifestyle #CounterpointResearch #Dolby #Audio

On October 7th last year a list of @OpenAI's 30 1 trillion token users was leaked and companies like @duolingo, @shoppify_sa and @salesforce were hailed as pioneers in AI tokenomics. But markets have not been kind since then to the 7 companies on that list who are public (except for @datadog). Is Wall Street overreacting or is #AgenticAI coming for everyone's lunch?

Perspective: The Memory & AI Super Cycle has allowed the key suppliers to rake in profits bigger than many companies and even combined profits of listed companies in a market. As we can see now "Big Three" memory vendor Samsung, SK Hynix, and Micron are operating at a sovereign scale. Their combined Q1 operating profit for Q1 2026 reached $80.8 Billion. To put that in perspective, in just 90 days, these three companies out-earned the entire corporate sectors of major global indices: ✨Memory Big 3: $80.8B 🇯🇵 Japan (Nikkei 225): $88.0B 🇬🇧UK (FTSE 100): $66.5B 🇮🇳 India (BSE/NSE): $42.0B Driven by the transition to Agentic AI, HBM has become the high-margin utility of the global infrastructure build-out. When three vendors produce nearly double the profit of 5,000+ listed companies in a market like India, the power balance of the global tech stack has fundamentally shifted. #Semiconductors #HBM #AI #SupplyChain #EarningsSeason $MU @CounterPointTR

𝗲𝗦𝗜𝗠 𝗚𝗼𝗲𝘀 𝗠𝗮𝗶𝗻𝘀𝘁𝗿𝗲𝗮𝗺: 𝗔 𝗡𝗲𝘄 𝗚𝗿𝗼𝘄𝘁𝗵 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗳𝗼𝗿 𝗠𝗼𝗯𝗶𝗹𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝘀 𝖠𝗍 𝖬𝖶𝖢 𝟤𝟢𝟤𝟨, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖵𝖯 𝖭𝖾𝗂𝗅 𝖲𝗁𝖺𝗁 (@neiltwitz) 𝗃𝗈𝗂𝗇𝖾𝖽 @awscloud, 𝟣𝖦𝗅𝗈𝖻𝖺𝗅, 𝖺𝗇𝖽 @NetLyncTech 𝗅𝖾𝖺𝖽𝖾𝗋𝗌 𝗍𝗈 𝖽𝗂𝗌𝖼𝗎𝗌𝗌 𝗁𝗈𝗐 𝖾𝖲𝖨𝖬 𝗂𝗌 𝗋𝖾𝗌𝗁𝖺𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 𝗍𝖾𝗅𝖾𝖼𝗈𝗆 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗆𝗈𝖽𝖾𝗅 𝖺𝗇𝖽 𝗈𝗉𝖾𝗇𝗂𝗇𝗀 𝗇𝖾𝗐 𝗆𝗈𝗇𝖾𝗍𝗂𝗓𝖺𝗍𝗂𝗈𝗇 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝖿𝗈𝗋 𝗈𝗉𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝗐𝗈𝗋𝗅𝖽𝗐𝗂𝖽𝖾. 𝗞𝗲𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀:   • 𝖾𝖲𝖨𝖬 𝗁𝖺𝗌 𝗈𝖿𝖿𝗂𝖼𝗂𝖺𝗅𝗅𝗒 𝗀𝗈𝗇𝖾 𝗆𝖺𝗂𝗇𝗌𝗍𝗋𝖾𝖺𝗆, 𝗐𝗂𝗍𝗁 𝗇𝖾𝖺𝗋𝗅𝗒 𝟣 𝗂𝗇 𝟥 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝗇𝗈𝗐 𝗌𝗁𝗂𝗉𝗉𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖾𝖲𝖨𝖬 𝖼𝖺𝗉𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝗀𝗅𝗈𝖻𝖺𝗅𝗅𝗒.   • 𝖮𝗎𝗍𝗌𝗂𝖽𝖾 𝖢𝗁𝗂𝗇𝖺, 𝖾𝖲𝖨𝖬 𝗉𝖾𝗇𝖾𝗍𝗋𝖺𝗍𝗂𝗈𝗇 𝗂𝗌 𝖺𝗅𝗋𝖾𝖺𝖽𝗒 𝖺𝗉𝗉𝗋𝗈𝖺𝖼𝗁𝗂𝗇𝗀 𝟦𝟧% 𝗈𝖿 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌, 𝗌𝗂𝗀𝗇𝖺𝗅𝗂𝗇𝗀 𝗋𝖺𝗉𝗂𝖽 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆 𝗆𝖺𝗍𝗎𝗋𝗂𝗍𝗒.   • 𝖯𝗋𝖾𝗆𝗂𝗎𝗆𝗂𝗓𝖺𝗍𝗂𝗈𝗇 𝗍𝗋𝖾𝗇𝖽𝗌 𝖺𝗇𝖽 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗈𝖿 𝗁𝗂𝗀𝗁-𝖾𝗇𝖽 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖺𝗋𝖾 𝗌𝖾𝗍 𝗍𝗈 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝖾 𝗆𝖺𝗌𝗌-𝗆𝖺𝗋𝗄𝖾𝗍 𝖾𝖲𝖨𝖬 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇 𝗈𝗏𝖾𝗋 𝗍𝗁𝖾 𝗇𝖾𝗑𝗍 𝖿𝖾𝗐 𝗒𝖾𝖺𝗋𝗌. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻 𝗵𝗲𝗿𝗲: vimeo.com/1183673972/9a4… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗲𝗦𝗜𝗠 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 (𝗔𝗽𝗿𝗶𝗹 𝟮𝟬𝟮𝟲) 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/esi… 𝗔𝗹𝘀𝗼 𝗥𝗲𝗮𝗱: 𝗔𝗺𝗱𝗼𝗰𝘀, 𝗠𝗼𝘁𝗶𝘃𝗲, 𝗘𝗿𝗶𝗰𝘀𝘀𝗼𝗻 𝗧𝗮𝗸𝗲 𝗖𝗲𝗻𝘁𝗲𝗿 𝗦𝘁𝗮𝗴𝗲 𝗶𝗻 𝟮𝟬𝟮𝟱 𝗘𝗻𝘁𝗶𝘁𝗹𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗲𝗿 𝗖𝗢𝗥𝗘 𝗥𝗮𝗻𝗸𝗶𝗻𝗴𝘀: counterpointresearch.com/en/insights/gl… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 "𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗻𝘁𝗶𝘁𝗹𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗲𝗿 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲" 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/glo… 𝗔𝗹𝘀𝗼 𝗥𝗲𝗮𝗱: 𝗛𝗼𝘄 𝗘𝗻𝘁𝗶𝘁𝗹𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗿𝘃𝗲𝗿 𝗘𝗻𝗮𝗯𝗹𝗲𝘀 𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗲𝗦𝗜𝗠 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗳𝗼𝗿 𝗖𝗮𝗿𝗿𝗶𝗲𝗿𝘀: counterpointresearch.com/en/insights/ho… #MWC2026 #eSIM #Telecom #AWS #MobileOperators #Connectivity #CounterpointResearch #DigitalTransformation

AI has its next casualty. First education (Chegg). Next legal (LegalZoom). Now finance. Claude has 10 agent templates for finance and the industry is embracing it. JP Morgan, Goldman, AIG all have adopted. It is now embedded in the Infra. SAP and SalesForce will probably be next.

𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗥𝗲𝘃𝗲𝗻𝘂𝗲𝘀 𝗨𝗽 𝟴% 𝗬𝗼𝗬 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗗𝗲𝘀𝗽𝗶𝘁𝗲 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝗦𝗹𝗼𝘄𝗱𝗼𝘄𝗻; 𝗔𝗽𝗽𝗹𝗲 𝗚𝗿𝗼𝘄𝘀 𝗙𝗮𝘀𝘁𝗲𝘀𝘁 𝖳𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍’𝗌 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝖾𝗐 𝟪% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖽𝖾𝗆𝖺𝗇𝖽 𝖺𝗇𝖽 𝗉𝗋𝗂𝖼𝗂𝗇𝗀 𝖺𝖽𝗃𝗎𝗌𝗍𝗆𝖾𝗇𝗍𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗆𝖺𝗃𝗈𝗋 𝖮𝖤𝖬 𝗉𝗈𝗋𝗍𝖿𝗈𝗅𝗂𝗈𝗌 𝖺𝗆𝗂𝖽 𝗋𝗂𝗌𝗂𝗇𝗀 𝖡𝗂𝗅𝗅 𝗈𝖿 𝖬𝖺𝗍𝖾𝗋𝗂𝖺𝗅𝗌 (𝖡𝗈𝖬). 𝖳𝗁𝖾 𝖺𝗏𝖾𝗋𝖺𝗀𝖾 𝗌𝖾𝗅𝗅𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾 (𝖠𝖲𝖯) 𝖼𝗅𝗂𝗆𝖻𝖾𝖽 𝟣𝟤% 𝖸𝗈𝖸 𝗍𝗈 𝗋𝖾𝖺𝖼𝗁 $𝟥𝟫𝟫, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝖼𝗈𝗇𝗍𝗋𝖺𝖼𝗍𝗂𝗈𝗇 𝗂𝗇 𝖾𝗇𝗍𝗋𝗒-𝗅𝖾𝗏𝖾𝗅 𝗌𝖾𝗀𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗉𝗋𝗂𝖼𝖾 𝗁𝗂𝗄𝖾𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝗋𝖾𝗀𝗂𝗈𝗇𝗌. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 • @Apple 𝗅𝖾𝖽 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗇 𝗍𝖾𝗋𝗆𝗌 𝗈𝖿 𝗏𝖺𝗅𝗎𝖾, 𝗋𝖾𝖼𝗈𝗋𝖽𝗂𝗇𝗀 𝗂𝗍𝗌 𝗁𝗂𝗀𝗁𝖾𝗌𝗍-𝖾𝗏𝖾𝗋 𝖿𝗂𝗋𝗌𝗍 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗋𝖾𝗏𝖾𝗇𝗎𝖾. • @Samsung 𝗁𝖾𝗅𝖽 𝖺𝗇 𝟣𝟪% 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗁𝖺𝗋𝖾 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨, 𝗐𝗂𝗍𝗁 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝗋𝖾𝖺𝖼𝗁𝗂𝗇𝗀 𝟤𝟣% 𝗈𝖿 𝗍𝗁𝖾 𝗍𝗈𝗍𝖺𝗅 𝗆𝖺𝗋𝗄𝖾𝗍. • @Xiaomi 𝗋𝖾𝖼𝗈𝗋𝖽𝖾𝖽 𝗍𝗁𝖾 𝗌𝗍𝖾𝖾𝗉𝖾𝗌𝗍 𝖽𝖾𝖼𝗅𝗂𝗇𝖾 𝖺𝗆𝗈𝗇𝗀 𝗍𝗁𝖾 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝖻𝗋𝖺𝗇𝖽𝗌 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨. • @oppo 𝖺𝗇𝖽 @Vivo_GLOBAL 𝗋𝖺𝗇𝗄𝖾𝖽 𝖿𝗈𝗎𝗋𝗍𝗁 𝖺𝗇𝖽 𝖿𝗂𝖿𝗍𝗁, 𝗋𝖾𝗌𝗉𝖾𝖼𝗍𝗂𝗏𝖾𝗅𝗒, 𝗂𝗇 𝖰𝟣 𝟤𝟢𝟤𝟨, 𝗂𝗇 𝗍𝖾𝗋𝗆𝗌 𝗈𝖿 𝗋𝖾𝗏𝖾𝗇𝗎𝖾. • 𝖳𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗋𝖾𝗆𝖺𝗂𝗇 𝗎𝗇𝖽𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝟤𝟢𝟤𝟨, 𝖺𝗇𝖽 𝖺 𝗌𝗎𝖻𝗌𝗍𝖺𝗇𝗍𝗂𝖺𝗅 𝗋𝖾𝖼𝗈𝗏𝖾𝗋𝗒 𝗂𝗌 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗈𝗇𝗅𝗒 𝗂𝗇 𝗅𝖺𝗍𝖾 𝟤𝟢𝟤𝟩. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/Gl… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/research-po… #Smartphones #AI #Premiumization #Apple #Samsung #Android #MarketShare #CounterpointResearch

𝖠𝗍 𝗍𝗁𝖾 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 for 𝗜𝗻𝗱𝗶𝗮 𝟮𝟬𝟮𝟲 𝗅𝖺𝗎𝗇𝖼𝗁 𝖾𝗏𝖾𝗇𝗍 𝗁𝗈𝗌𝗍𝖾𝖽 𝖻𝗒 𝖢𝗁𝗋𝗂𝗌 𝖯𝖺𝗍𝗋𝗂𝖼𝗄 (@cpatrickSD), 𝖲𝖵𝖯 𝖺𝗇𝖽 𝖦𝖾𝗇𝖾𝗋𝖺𝗅 𝖬𝖺𝗇𝖺𝗀𝖾𝗋 𝗈𝖿 𝖧𝖺𝗇𝖽𝗌𝖾𝗍𝗌 𝖺𝗍 @Qualcomm , 𝗈𝗎𝗋 𝖵𝗂𝖼𝖾 𝖯𝗋𝖾𝗌𝗂𝖽𝖾𝗇𝗍 𝗈𝖿 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁, 𝖭𝖾𝗂𝗅 𝖲𝗁𝖺𝗁 (@neiltwitz), 𝗃𝗈𝗂𝗇𝖾𝖽 𝗍𝗁𝖾 𝖽𝗂𝗌𝖼𝗎𝗌𝗌𝗂𝗈𝗇 𝖺𝗋𝗈𝗎𝗇𝖽 𝗁𝗈𝗐 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝖺𝗋𝖾 𝗇𝗈 𝗅𝗈𝗇𝗀𝖾𝗋 𝗃𝗎𝗌𝗍 𝖼𝗁𝖺𝗌𝗂𝗇𝗀 𝗌𝗉𝖾𝖼𝗌. 𝖳𝗁𝖾𝗒’𝗋𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝖾𝗏𝖺𝗅𝗎𝖺𝗍𝗂𝗇𝗀 𝗍𝗁𝖾 𝗎𝗌𝖾𝗋 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾 𝗉𝗈𝗐𝖾𝗋𝖾𝖽 𝖻𝗒 𝖼𝗁𝗂𝗉𝗌𝖾𝗍s. 𝖰𝗎𝖺𝗅𝖼𝗈𝗆𝗆 𝗎𝗇𝗏𝖾𝗂𝗅𝖾𝖽 𝗍𝗁𝖾 𝗇𝖾𝗐 𝗦𝗻𝗮𝗽𝗱𝗿𝗮𝗴𝗼𝗻 𝟰 𝗚𝗲𝗻 𝟱 𝗮𝗻𝗱 𝗦𝗻𝗮𝗽𝗱𝗿𝗮𝗴𝗼𝗻 𝟲 𝗚𝗲𝗻 𝟱, 𝗋𝖾𝗂𝗇𝖿𝗈𝗋𝖼𝗂𝗇𝗀 𝗁𝗈𝗐 𝖼𝖾𝗇𝗍𝗋𝖺𝗅 𝖲𝗈𝖢𝗌 𝗁𝖺𝗏𝖾 𝖻𝖾𝖼𝗈𝗆𝖾 𝗍𝗈 𝗆𝗈𝖽𝖾𝗋𝗇 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝖾𝖽 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. 𝗞𝗲𝘆 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝗱: • 𝖣𝖾𝗌𝗉𝗂𝗍𝖾 𝗆𝗈𝗌𝗍 𝗉𝗁𝗈𝗇𝖾𝗌 𝗇𝗈𝗐 𝗁𝖺𝗏𝗂𝗇𝗀 𝗋𝗈𝖻𝗎𝗌𝗍 𝖻𝖺𝗍𝗍𝖾𝗋𝗂𝖾𝗌, 𝗈𝗇𝖾 𝗂𝗇 𝗍𝗁𝗋𝖾𝖾 𝗎𝗌𝖾𝗋𝗌 𝗌𝗍𝗂𝗅𝗅 𝖼𝗈𝗆𝗉𝗅𝖺𝗂𝗇 𝖺𝖻𝗈𝗎𝗍 𝖻𝖺𝗍𝗍𝖾𝗋𝗒 𝖽𝗋𝖺𝗂𝗇 𝖺𝗇𝖽 𝖽𝖾𝗀𝗋𝖺𝖽𝖺𝗍𝗂𝗈𝗇 • 𝟩𝟢% 𝗈𝖿 𝗎𝗌𝖾𝗋𝗌 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝖾𝖽 𝖦𝖯𝖴 𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖺𝗇𝖼𝖾 𝖺𝗌 𝗏𝖾𝗋𝗒 𝗂𝗆𝗉𝗈𝗋𝗍𝖺𝗇𝗍 𝖺𝗇𝖽 𝗇𝖾𝖺𝗋𝗅𝗒 𝟩𝟢% 𝗌𝖺𝗒 𝗀𝖺𝗆𝗂𝗇𝗀 𝖼𝖺𝗉𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝗂𝗌 𝖺 𝗄𝖾𝗒 𝖽𝗋𝗂𝗏𝖾𝗋 𝖿𝗈𝗋 𝗍𝗁𝖾𝗂𝗋 𝗇𝖾𝗑𝗍 𝗉𝗎𝗋𝖼𝗁𝖺𝗌𝖾 • 𝟪𝟪% 𝗈𝖿 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗁𝖺𝗏𝖾 𝖺 𝗉𝗈𝗌𝗂𝗍𝗂𝗏𝖾 𝗉𝖾𝗋𝖼𝖾𝗉𝗍𝗂𝗈𝗇 𝗈𝖿 𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 𝗇𝗈𝗍 𝗈𝗇𝗅𝗒 𝖿𝗈𝗋 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 𝖻𝗎𝗍 𝖺𝖼𝗋𝗈𝗌𝗌 𝖼𝖺𝗍𝖾𝗀𝗈𝗋𝗂𝖾𝗌 𝖺𝗇𝖽 𝗆𝖺𝗋𝗄𝖾𝗍𝗌 • 𝟪𝟤% 𝗈𝖿 𝖻𝗎𝗒𝖾𝗋𝗌 𝗇𝗈𝗐 𝖼𝗂𝗍𝖾 𝗍𝗁𝖾 𝖼𝗁𝗂𝗉𝗌𝖾𝗍 𝖺𝗌 𝖺 𝗄𝖾𝗒 𝗉𝗎𝗋𝖼𝗁𝖺𝗌𝖾 𝖼𝗋𝗂𝗍𝖾𝗋𝗂𝗈𝗇 𝖢𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝗌 𝗍𝗈𝖽𝖺𝗒 𝖺𝗋𝖾 𝖽𝗋𝖺𝗐𝗂𝗇𝗀 𝖺 𝖽𝗂𝗋𝖾𝖼𝗍 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗈𝗇 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝗍𝗁𝖾 𝖲𝗈𝖢 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗈𝗏𝖾𝗋𝖺𝗅𝗅 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝖼𝖾, 𝖾𝖿𝖿𝗂𝖼𝗂𝖾𝗇𝖼𝗒 𝖺𝗇𝖽 𝗅𝗈𝗇𝗀𝖾𝗏𝗂𝗍𝗒 𝗈𝖿 𝗍𝗁𝖾𝗂𝗋 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝖺𝗇𝖽 𝗍𝗁𝖺𝗍 𝗌𝗁𝗂𝖿𝗍 𝗂𝗌 𝗈𝗇𝗅𝗒 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗂𝗇𝗀. 𝖶𝖺𝗍𝖼𝗁 𝗍𝗁𝖾 𝖿𝗎𝗅𝗅 𝖼𝗈𝗇𝗏𝖾𝗋𝗌𝖺𝗍𝗂𝗈𝗇 𝗁𝖾𝗋𝖾: youtube.com/live/OblHI0ed0… @Snapdragon_IN #𝖲𝗇𝖺𝗉𝖽𝗋𝖺𝗀𝗈𝗇 #𝖰𝗎𝖺𝗅𝖼𝗈𝗆𝗆 #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 #𝖲𝖾𝗆𝗂𝖼𝗈𝗇𝖽𝗎𝖼𝗍𝗈𝗋𝗌 #𝖢𝗈𝗇𝗌𝗎𝗆𝖾𝗋𝖳𝖾𝖼𝗁 #𝖬𝗈𝖻𝗂𝗅𝖾𝖦𝖺𝗆𝗂𝗇𝗀 #𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁