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UNCOVERED: Counterpoint research - The Untold Story

China's CXMT targets global DRAM giants with record $8.5 billion IPO

Chinese DRAM maker ChangXin Memory Technologies is throwing its hat into the ring with a roughly $8.5 billion initial public offering as it seeks to challenge the dominance of Samsung Electronics, SK hynix and Micron Technology, The Korea Herald reported.

The Economic Times

OnePlus exits Europe, North America as the 'flagship killer' fights for relevance

OnePlus is withdrawing from Europe and North America as part of a global strategy adjustment. This move follows reports of parent company Oppo restructuring its smartphone business operations. India remains a key market for OnePlus, with local operations continuing as usual. The company once defined the premium Android market with…

The Economic Times

Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch

BENGALURU — Global ⁠smartphone ⁠shipments fell 11% in the second quarter to their lowest level for the period ‌since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research.

Bangkok Post

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Apple Price Hike Hits MacBooks and iPads With Increases of Up to $300 as AI Boom Drives Costs Higher

Apple has increased prices for MacBook and iPad models due to rising memory and storage costs linked to AI demand, with UK prices rising by up to £300 and US prices by up to $300.

International Business Times UK

Apple agrees to submit India financials in long-pending antitrust case

The case is Apple's most high-profile regulatory headache in India, a key growth market where it has rapidly expanded iPhone production as it diversifies beyond China. The iPhone accounts for 9% of India's smartphone market, from about 2% five years ago, according to Counterpoint Research data.

The Economic Times

Waiting for your dream phone to get cheaper? That moment may never come

Smartphone prices are no longer dropping predictably. The demand for AI chips is causing component costs to surge. This means phones are launching at higher prices and staying that way. Budget phones are seeing downgrades to control costs. Consumers may need to buy when they need a phone, as big…

The Economic Times

The Galaxy S26 is selling better than the S25, but Samsung may be pushing its luck

Samsung's Galaxy S26 had a killer launch thanks to early Ultra hype, but a $100 price hike might just have tanked its momentum.

Android Central

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"Significant negative impact": Global PC shipments actually grew in Q1 2026, but I'm not celebrating yet — here's why

A new study from Counterpoint Research explains why PC market growth in Q1 2026 is not indicative of how the rest of the year will go. Here's my breakdown of the situation.

Windows Central

Samsung raised prices on the Galaxy S26, and it doesn't seem to matter

The Galaxy S26 Ultra is driving most of the early demand in the U.S. market.

Android Central

MediaTek is 'cautiously optimistic' that discrete memory pricing will look less gloomy during 2026

The memory supply crisis will likely get worse before it gets better, though.

PC Gamer

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

Tom’s Hardware

Apple's iPhone Fold could spell the death of the flip phone – analysts suggest a new era of mobile is coming

It looks like one type of folding phone will become the default standard – and it's not clamshells

Research projects a big 2026 for book-style foldables, and I can kind of see it

Research claimed that larger foldables could reign supreme in 2026 for the foldable market.

Android Central

More RAM misery? The bad news keeps coming as analyst firm warns of an 'unprecedented and record-breaking surge' with price hikes

If you thought the RAM crisis was levelling off, think again — the next couple of months could be seriously painful.

TechRadar

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Android Central

Pixel phones are expected to see strong growth in 2026 — and it feels good to see Google's bet paying off

Google Pixel is expected to outperform the broader market in year-over-year growth.

Barchart

Apple Just Claimed the Top Spot in the Chinese Smartphone Market. What Does That Mean for AAPL Stock in 2026?

Despite competition concerns, Apple had the top market share in Q4 in China, per Counterpoint Research.

Android Central

Google's Pixel had a good 2025, but it still trails the big phone makers

Google had a good year for Pixel, but market share realities show there's still a long way to go.

Android Central

Samsung had five best-selling smartphones in Q3 2025 — and none were flagships

Apple's iPhone 16 series dominated the smartphone market in Q3 2025, but Samsung made a strong push in the midrange space.

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Benzinga

Apple CEO Tim Cook Says Q1 Will Be 'Best Ever': New China Singles' Day Data Could Back Him Up

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.

International Business Times UK

Apple Poised to Knock Samsung Off Top Spot After 14 Years in a Shock Power Shift

New forecasts show Apple edging past Samsung in 2025 smartphone shipments, ending a 14-year lead and reshaping the global mobile market.

Benzinga

Apple To Lead Smartphone Market For First Time In 14 Years: Thanks, iPhone 17

Strong demand for the iPhone 17 has helped boost the price of Apple Inc. (NASDAQ:AAPL) stock in 2025. The new smartphone is also putting Apple back on top of a list it hasn't led since 2011.

Tom’s Hardware

Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — 'seismic shift' means even smartphone-class memory isn't safe from AI-induced crunch

A worsening commodity DRAM shortage could be amplified by Nvidia's huge LPDDR5X demand and push memory prices even higher as server RDIMMs are poised to get 2X more expensive in 2026, according to Counterpoint Research.

Benzinga

Nvidia's Smartphone-Style Memory Shift To Trigger A 100% Price Surge In Server Memory By 2026: Report

The decision by Nvidia Corp (NASDAQ:NVDA) to integrate smartphone-style memory chips into its AI servers could potentially double the prices of server memory by the end of 2026, according to a report.

Windows Central

Windows 10 is dying — and Apple’s Macs are cashing in — but one Windows PC maker remains in the lead

A new study from Counterpoint Research shows that only one Windows laptop OEM bested Apple's YoY sales in Q3 2025. Here's what you need to know.

Tom’s Hardware

Microsoft's decision to axe Windows 10 is driving Apple PC sales growth — users buy Macs instead of AI PCs despite Microsoft’s push for Copilot+ PCs

Counterpoint Research data shows a massive jump in Mac sales in the same quarter that support for Microsoft Windows 10 ended.

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