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Counterpoint Research

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iPhone 18 Pro Max BOM Could Jump About $300 on Memory and 2nm Chip Costs
technology1 day ago

iPhone 18 Pro Max BOM Could Jump About $300 on Memory and 2nm Chip Costs

Counterpoint Research estimates the iPhone 18 Pro Max’s bill of materials could rise by nearly $300 versus the iPhone 17 Pro Max, driven by higher NAND and DRAM costs amid AI memory demand and the switch to a 2nm A20 Pro chip; display and other components may offset some of the increase, while Apple is expected to raise prices on higher-capacity storage models, with the lineup launching in the fall alongside rumors of a foldable iPhone.

via MacRumors|
#component-costs#counterpoint-research#dram
Memory costs push iPhone 18 Pro Max BOM higher by nearly $300, Counterpoint says
technology2 days ago

Memory costs push iPhone 18 Pro Max BOM higher by nearly $300, Counterpoint says

Counterpoint Research estimates the iPhone 18 Pro Max’s 1TB BOM will jump by nearly $300 due to rising NAND and DRAM costs, with the 2nm SoC packaging as a major driver; display and other parts may fall while camera costs rise slightly with new tech. Apple is expected to raise prices by about $200 on average across storage variants, leading to slimmer margins this year.

via 9to5Mac|
#bill-of-materials#counterpoint-research#dram
Apple’s Foldable iPhone Could Push Foldable Prices Higher in 2026
technology8 days ago

Apple’s Foldable iPhone Could Push Foldable Prices Higher in 2026

Counterpoint Research forecasts foldable smartphones will average about $1,485 in 2026 (up 18% from 2025), driven by higher-priced book-type models like the anticipated iPhone Fold; clamshells are expected to lose ground while premium foldables around $1,600–$2,000 grow, with top-tier devices potentially reaching $2,500–$3,000, a trend Apple’s entry could amplify across the high-end segment.

via 9to5Mac|
#2026#average-selling-price#counterpoint-research
Apple's Foldable iPhone to Propel Global Panel Growth
technology9 days ago

Apple's Foldable iPhone to Propel Global Panel Growth

Counterpoint Research expects foldable smartphone panel shipments to rise about 24% in 2026 with roughly 48% revenue growth, aided by Apple’s entry into the foldable market; Q1 2026 shipments fell 7% year over year due to inventory controls and fewer launches. Rumors suggest Samsung Display will be the sole supplier for Apple’s first foldable iPhone, helping drive momentum as in-fold designs move toward mainstream.

via 9to5Mac|
#apple#counterpoint-research#foldable-phones
MacBook Neo Sets a Record-Breaking Mac Launch in Q1
technology1 month ago

MacBook Neo Sets a Record-Breaking Mac Launch in Q1

Apple shipped 1.1 million MacBook Neo units in the first quarter, even though it was on sale for only about three weeks, signaling strong demand for the low-cost notebook. Priced at $599 with 8GB RAM and an A18 Pro chip, the Neo outsold the M5 MacBook Air and M5 MacBook Pro in their debut quarters. About 44% of shipments went to the U.S. and roughly 18,000 went to India amid inventory constraints. Counterpoint Research says Neo could expand Apple’s share in the $400–$699 notebook segment to roughly 15% and influence demand for older Air models; Dell has responded with a competing XPS 13. IDC predicts a spike in Neo shipments as supply improves, highlighting the model’s strategic importance for Apple’s laptop lineup.

via MacRumors|
#apple#counterpoint-research#idc
iPhone 16 Tops 2025 Sales, but Camera Leaders Emerge Elsewhere
technology5 months ago

iPhone 16 Tops 2025 Sales, but Camera Leaders Emerge Elsewhere

Counterpoint Research names Apple's iPhone 16 as the world's best-selling smartphone of 2025, placing it at number one in a top-10 dominated by Apple devices. While the iPhone 16 features a 48MP main camera (26mm f/1.6), it lacks ProRAW, long optical zoom, and a dedicated telephoto, making it strong for everyday use but not the best choice for photography; Samsung's Galaxy S25 Ultra and other camera-focused models offer more advanced imaging capabilities, illustrating that sales success isn't the same as camera supremacy.

via Digital Camera World|
#camera-phones#counterpoint-research#galaxy-s25-ultra
Smartphone Market Bounces Back with October Sales Surge
technology2 years ago

Smartphone Market Bounces Back with October Sales Surge

Global smartphone sales rebounded in October, growing 5% YoY after declining for 27 consecutive months. The recovery was driven by emerging markets, including the Middle East, Africa, and China, as well as the onset of the festive season in India. Huawei experienced the fastest growth among smartphone makers in China, while the launch of Apple's iPhone 15 series also contributed to the boost in sales. Despite challenges such as component shortages and longer replacement cycles, Counterpoint Research expects the global smartphone market to continue growing in Q4 2023.

via CNBC|
#apple#counterpoint-research#emerging-markets
Huawei's Mate 60 Pro Sells 1.6 Million Units in Six Weeks, Outshining iPhone 15 in China
technology2 years ago

Huawei's Mate 60 Pro Sells 1.6 Million Units in Six Weeks, Outshining iPhone 15 in China

Huawei has sold 1.6 million Mate 60 Pro handsets in just six weeks, with over 400,000 units sold in the last two weeks alone, according to research firm Counterpoint. This comes as Huawei defies the smartphone slowdown and enjoys strong demand for its high-end smartphones. The launch of the Mate 60 Pro, which uses a domestically made chip, has been met with high demand and limited availability. In contrast, iPhone 15 sales in China were down 4.5% compared to the iPhone 14 in the first 17 days. Huawei, Honor, and Transsion Group were the only brands to record year-on-year growth in the global smartphone market, which contracted by 8% in the third quarter.

via Reuters|
#chinese-market#counterpoint-research#huawei
"Q3 Sees Decade-Low in Global Smartphone Market, Says Counterpoint"
technology2 years ago

"Q3 Sees Decade-Low in Global Smartphone Market, Says Counterpoint"

The global smartphone market contracted by 8% in Q3, reaching its lowest level in a decade, due to subdued demand for major brands like Apple and Samsung in developed markets, according to Counterpoint Research. The top five brands' market share fell to a three-year low. However, overall shipments rose 2% industrywide from Q2, raising hopes for a potential recovery in the last three months of the year. Counterpoint expects the release of the iPhone 15 lineup and upcoming festive season promotions to support market growth. Emerging markets, particularly the Middle East and Africa, have been a bright spot for smartphone sales.

via Reuters|
#apple#counterpoint-research#global-smartphone-market
"iPhone 15: Apple's Potential Game-Changer for an Unprecedented Achievement"
technology2 years ago

"iPhone 15: Apple's Potential Game-Changer for an Unprecedented Achievement"

Apple has the opportunity to become the global leader in smartphone shipments for the first time, as consumers hold onto their smartphones for longer, resulting in an expected 6% decline in overall shipments this year. With the upcoming launch of the iPhone 15 in September, Apple is expected to attract high-value customers and benefit from aggressive promotions. Counterpoint Research projects that Apple is the closest it has ever been to capturing the top spot, with Samsung currently holding the position.

via MarketWatch|
#apple#counterpoint-research#global-leader
Apple Dominates Global Smartphone Market Despite Industry Slump
technology2 years ago

Apple Dominates Global Smartphone Market Despite Industry Slump

Global smartphone shipments are expected to decline by 6% in 2023, reaching the lowest point in a decade, due to economic headwinds in China and declining demand in emerging markets. However, Apple's high-end iPhone sales remain resilient, positioning the company to potentially become the top player in terms of shipments this year. Counterpoint Research suggests that the launch of the iPhone 15 in September could further strengthen Apple's position, particularly in markets like China where there is a growing trend towards premium devices. The reception of the iPhone 15 and Apple's performance in non-core markets will determine if it surpasses Samsung as the number one smartphone maker this year.

via CNBC|
#apple#china#counterpoint-research