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The last two publicly traded panel makers outside of mainland China released their Q2 2026 earnings reports last week. Japan Display booked another loss and has negative stockholder equity but described its plan to regain compliance with the Tokyo Stock Exchange’s requirement for positive equity. Innolux booked an operating profit and an even larger net profit based on a tax refund.
September 2, 2026 (Wed) | 11:00 AM Pacific Time (Click Here to Register)
Lenovo Group reported strong fiscal Q1 2027 (calendar Q2 2026) results, with revenue reaching $26.9 billion, up 25% QoQ and 43% YoY, marking the highest quarterly revenue growth in the past five years and the strongest quarter in the group’s history. AI-related revenues grew 60% YoY and now represent 35% of group revenues.
Following up on the series of quarterly smartwatch shipments reports, this is our latest report highlighting the value share for 30+ brands. This report from Counterpoint’s Global Smartwatch Service highlights the revenues, ASPs (Average Selling Price) and shipments by brand, price bands, and regions. The reports give the key trends of the global smartwatch market including the emerging specs like health tracking (Sleep Apnea, ECG and Blood Pressure), On-Device AI penetration and connectivity (5G Redcap and Satellite connectivity).
Following up on the series of quarterly smartwatch shipments reports, this is our latest report highlighting the value share for 30+ brands. This report from Counterpoint’s Global Smartwatch Service highlights the revenues, ASPs (Average Selling Price) and shipments by brand, price bands, and regions. The reports give the key trends of the global smartwatch market including the emerging specs like health tracking (Sleep Apnea, ECG and Blood Pressure), On-Device AI penetration and connectivity (5G Redcap and Satellite connectivity).
Following up on the series of quarterly Market Monitor reports, this is our latest report highlighting the value share for 45 brands. This report from Counterpoint’s Market Monitor service highlights the revenues, ASPs (Average Selling Price) and shipments for 45 brands in the smartphone and feature phone segments. These 45 brands together capture close to 94% of the total market by revenues.
AI accelerator shipments will drive advanced packaging demand at scale: over 130 million GPUs/AI ASICs are expected to ship with advanced-packaged on-compute memory over the next five years, generating almost $2 Trillion in compute revenue.
Overview: The Counterpoint Research Global Pre-Owned Smartphone Market Report analyses the entire pre-owned and refurbished smartphone market both in global and regional terms. It includes 2016-H1 2026 volumes with forecasts and tracks the volume of preowned smartphones funneling down to refurbished smartphone sales, OEM market share, tech splits (4G/5G) and ASPs per region and key countries.
This report provides a comprehensive view of the Cloud AI Server market, covering market outlook and ecosystem developments across CPUs, GPUs and custom AI ASICs. It also examines hyperscaler investment trends, rack-scale systems, advanced packaging, HBM and key supply-chain constraints shaping AI infrastructure growth.
Intel Foundry is attacking the AI memory bottleneck from three angles — EMIB, ZAM, and XBM — to challenge TSMC's CoWoS stronghold. Here's the roadmap, the risks, and what to watch.