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Overview Point of Sale (POS) terminals are evolving from devices used mainly for payments into software-driven platforms, with Android playing a key role in this shift. As OEMs add cloud services, software applications and app marketplaces to their devices, Edge AI is emerging as the next area of growth, initially in premium SmartPOS terminals. This report examines how Android and OEM cloud platforms make it possible to deploy and manage AI across large fleets of POS terminals and create new revenue opportunities. It looks at AI applications already in use, those expected to emerge over the next few years, and the challenges that could slow adoption. It also explores what this shift means for POS OEMs, chipset vendors, payment providers, and merchants through 2032.

Overview This report reviews global PC market performance in Q2 2026 and presents the annual shipment outlook, with a focus on memory supply constraints, memory pricing and the transition toward Arm-based and generative AI laptops. It brings together market forecasts, vendor rankings and platform adoption trends to help users assess the forces shaping PC demand and competition.

Overview This report provides quarterly and annual shipment forecasts for the global Arm-based laptop market, with data spanning 2020 to 2030. Forecasts by laptop vendor and chipset enable users to assess the market’s expected development and identify changes in the competitive balance across device manufacturers and processor platforms.

Overview This tracker examines the global Arm-based laptop market through quarterly shipment, revenue and average selling price (ASP) data from Q1 2020 to Q2 2026. Vendor-level performance and chipset-level shipment breakdowns provide complementary views of the market, helping users distinguish changes in device sales from shifts in the underlying processor mix.

Overview This report tracks the development of the global AI laptop market and provides quarterly and annual shipment forecasts, with data spanning 2024 to 2030. It distinguishes between AI-Capable and AI-Advanced laptops and examines the market by chip brand and CPU, with additional breakdowns of the AI-Advanced segment by laptop brand and operating system.

Overview This report provides quarterly and annual shipment forecasts for the global PC market, with data spanning 2021 to 2030. It offers a vendor-level view of the market outlook, enabling users to assess expected shipment trajectories, compare growth prospects and plan for changes in competitive positioning.

Overview This tracker provides a comprehensive view of the global PC market, with quarterly data on shipments, revenue and average selling prices (ASPs) from Q1 2020 to Q2 2026. Covering both laptops and desktops, it enables users to assess vendor performance, track changes in market share and compare volume and value trends across product categories.

Overview This report analyses the growth of China’s wafer fab equipment (WFE) industry as it shifts from capacity expansion to ecosystem build-out. It tracks China’s WFE imports and exports from 2015 to H1 2026, benchmarks the performance of the country’s top five equipment makers, and examines the progress of domestic substitution across key process segments, including etch, deposition, cleaning, lithography and metrology.

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Smartphone OEMs Shift Focus to Profitability as SoC Shipments Fall 21% YoY in Q3 2026

Global smartphone SoC shipments declined 21% YoY in Q3 2026, driven by rising memory costs, longer replacement cycles and cautious inventory management by smartphone OEMs.

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Meet Counterpoint Research at Vultr's AI Factory

Counterpoint Research's Vice President of Research Neil Shah, and Senior Analysts Richa Agrawal and Parv Sharma will be attending the unveiling event for Vultr's AI Factory at ITC Grand Chola Hotel in Chennai, India, on November 2, 2026. Meet with them to discuss the latest developments in AI infrastructure, sovereign cloud and explore how large-scale AI compute is taking shape in India.