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MediaTek and Qualcomm’s shipments fell more than 25% YoY, while Apple, Samsung, Google and UNISOC gained market share, though for different reasons each.
Rising memory prices have made DRAM the costliest smartphone component. Discover how 2nm SoCs and increasing BOM costs impact flagship margins.
Overview: This report analyzes the US smartphone market: model level sell through volumes by OEM, sales channel along with price bands. It dives further into OEM performance insights and carrier promotions. The sales channels covered in the report include Verizon, AT&T, T-Mobile, Spectrum, Xfinity, Cricket, Metro by T-Mobile, Boost, Verizon Prepaid, Best-buy, Walmart, Target, Amazon and USA OEM. This is additional analysis accompanying the model level database of US Monthly Smartphone Sell-through by Channel.
LGD has improved its operating efficiency substantially in the last two years by cutting costs and refining its product portfolio. The company managed to earn a small operating profit even with the typical seasonal downturn in Q1 2026 but fell to an operating loss in Q2 2026 as revenues slumped further with an unfavorable product mix. Restructuring charges and interest payments on the company’s heavy debt burden, much of which is in US dollars, pulled its net results down to another significant loss.
The Consumer IoT (CIoT) Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles pertaining to the CIoT ecosystem, including Smartwatches, TWS, Tablets, Neckbands, Smart TVs, XR, and other Smart Home devices.
In this episode of Counterpoint Conversations, Siddhant Cally, Senior Research Analyst at Counterpoint Research, discusses with Harsh Pagay, Executive Vice President – Optical Fiber & Optical Fiber Cable Business, HFCL, the evolution of HFCL’s optical business and the changing dynamics of the fiber industry.
Smartphone OEMs are struggling either with elevated component prices or with securing sufficient memory supply. NVIDIA’s moves, however, appear driven by a different logic: maximizing the number of CPUs and GPUs shipped within a constrained supply environment.
LTPS share climbed from 11% in Q1 2024 to 18.8% in Q1 2026, driven by growing display sizes and the resulting demand for higher resolutions and lower power consumption.
Explore Counterpoint's Q2 2026 Global Macro Index covering macroeconomic trends, geopolitics, AI, semiconductors, smartphones, EVs, and supply chain risks.
Overview: Counterpoint Research’s Market Pulse is a monthly service analysing the Global Handset Market Sell-through Landscape by OEMs, Regions, Models, specifications, and latest developments giving a holistic view of the industry. Market Pulse’s Global handset market analysis combines our comprehensive and accurate database with unique insights across regions and OEMs, from Counterpoint’s team of Global Analysts.