Counterpoint Quarterly
Semiconductors
Q1 2025

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Counterpoint Quarterly
Semiconductors
Q1 2025
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Understanding SGP.32:
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Global Smartphone AP-SoC Revenue and Forecast Tracker...
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Insights

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世界のスマートフォン市場の売上は2025年第1四半期に前年同期比3%増加；ただしトップ5社で伸びたのはAppleとvivoのみ
世界の半導体、2024年の売上は暫定値では前年比19%の伸び
Apple Intelligence: 世界初でも最高でもないが、最も大きな可能性を秘める
意外な発見！ iPhone Proユーザーの方が、ベース機種ユーザーよりも早く買い替えをする傾向に！
Ray-Ban Metaスマートグラスに牽引され 世界のスマートグラス市場は2024年に前年比210%増に急成長
日本でのスマートフォン販売台数 2024年前年比7％増、2025年に大幅成長の見込み

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At the WWDC 2025 Developer Conference, Apple unveiled its new iOS 26 for iPhones. The iOS 26 brings the biggest redesign to the iPhone OS in nearly 12 years, last one was iOS 7. Major changes include the striking new "Liquid Glass" design language, and powerful new features in Messages, Phone dialler, Photos, Lock Screen, Music and Safari among others. In this First Impressions video, we take a deep dive at the new iOS 26 features and how they aim to enhance the user experience. Follow us on social media platforms: Twitter - https://twitter.com/counterpointtr LinkedIn - https://www.linkedin.com/company/counterpoint-technology-market-research/ Instagram - https://www.instagram.com/counterpointresearch/ @Apple #iOS26
iOS 26 Developer Beta First Impressions: Liquid Glass Design, New CarPlay Features and more
At Computex 2025, in Taipei, Taiwan, Counterpoint Research Senior Analyst Parv Sharma sat down with CY Feng, GM of Pegatron's Business Group 6 (BG6), and David Hoelscher, VP of Business Development & Chief Product Officer at BG6. Pegatron is a leading global provider of Design and Manufacturing Services (DMS) in the electronics and computing industries. The discussion revolved around Pegatron's perspective on current and future trends in connectivity and AI, particularly in the context of the company's product development. They also touched upon Pegatron's strategy and perspective on the evolution of communication technologies (specifically 5G and Wi-Fi), the advancements in network infrastructure (including O-RAN), the potential of different 5G spectrum bands (sub-6GHz and millimeter wave), the emergence of 5G RedCap, and the integration of Artificial Intelligence (AI) in their communication products and solutions. 00:15 Meet Pegatron: Leading 5G and Communication Innovation 01:35 5G’s Future: Powering Robots, Factories, and Enterprises 05:02 O-RAN Evolved: Building Stable, Open 5G Networks 08:53 FWA and Beyond: Balancing FR1 and FR2 for 5G Growth 13:20 RedCap Rising: Affordable 5G for IoT and Cameras 14:48 AI at the Edge: Smart Factories, Homes, and Computex Insights Follow us on social media platforms: Twitter - https://twitter.com/counterpointtr LinkedIn - https://www.linkedin.com/company/counterpoint-technology-market-research/ Instagram - https://www.instagram.com/counterpointresearch/
Pegatron at Computex 2025: The Future of 5G, O-RAN and Rise of Edge AI
We got our hands-on the all-new OPPO Find N5 at MWC 2025. It is OPPO’s slimmest foldable smartphone which is just 4.2mm thick when open, and 8.9mm when closed. It weighs 229g, making it lighter than Samsung Galaxy Z Fold 6 (239g). Under the hood is a 3nm Qualcomm Snapdragon 8 Elite SoC, paired with up to 16GB of RAM, and 1TB of storage. The OPPO Find N5 has a 8.2-inch foldable LTPO screen with 1-120Hz Dynamic refresh rate, and a 6.62-inch cover screen. In the photography department, there is a 50MP main camera (wide), a 50MP (75mm) periscope telephoto camera with 3x optical zoom, and an 8MP ultrawide camera, all powered by Hasselblad color tuning. With a 5,600mAh battery, the smartphone supports 80W wired and 50W wireless charging. It runs on Android 15 OS with ColorOS 15 skin. @OPPOEgypt @oppomobileindia @OPPOIndonesia @oppothailand @oppomobilevietnam @qualcomm @snapdragon @SnapdragonLatam @SnapdragonBrasil @android
OPPO Find N5: Hands-on and First Look
At Auto Shanghai 2025, we got a chance to check out Cerence’s AI solution that supports Haval’s AI Driver automotive digital assistant. The video shows how the digital assistant can adapt to users’ wide-ranging requests, from learning about restaurant locations and their menus to finding out about sports scores. The demonstration shows that the digital assistant can understand, and adapt, to users’ requests even when the user interrupts the digital assistant’s responses. Follow us on social media platforms: Twitter - https://twitter.com/counterpointtr LinkedIn - https://www.linkedin.com/company/counterpoint-technology-market-research/ Instagram - https://www.instagram.com/counterpointresearch/
Cerence AI Demonstrates Automotive Digital Assistant Solution Powering Haval’s AI Driver
Apple, at WWDC 2025, announced the biggest redesign to its iOS and all other platforms. From new Liquid Glass design to unified naming, new Apple Intelligence features, multi-tasking capabilities and a lot more was announced. Our Research Director, Jeff Fieldhack, breaks down the most important announcements from #WWDC25, straight from Apple Park. Key highlights: 📌Apple launches a 3B parameter on-device LLM; secure, free, and privacy-first 📌New UI: Liquid Glass brings 3D-like multitasking to Apple devices 📌Real-time call translation, group messaging, polling, and visual intelligence upgrades 📌macOS Tahoe to be the last version supporting Intel-based Macs Read our detailed analysis from WWDC here: https://www.counterpointresearch.com/insight/wwdc-2025-design-overhaul-deeper-integration-apple-intelligence/ Follow us on social media platforms: Twitter - https://twitter.com/counterpointtr LinkedIn - https://www.linkedin.com/company/counterpoint-technology-market-research/ Instagram - https://www.instagram.com/counterpointresearch/
Apple WWDC 2025: Key Takeaways - iOS 26 with Liquid Glass Design, Apple Intelligence more
In late May, 2025, House Republicans passed a ban on AI regulation as part of Trump’s ‘one big, beautiful’ tax bill. The ban would remove US states’ ability to regulate AI and prevent future regulation for a decade. Currently, there are regulations on Deep Fakes, IP address theft, and Illegal tracking for consumers. However, with the constant rise of new bad actors, there should be more guidelines. It is possible to have a happy medium between innovation and data privacy for consumers. It is safer to leave this to the states. The bill is now moving to the Senate and is set to face an uphill battle. Follow us on social media platforms: Twitter - https://twitter.com/counterpointtr LinkedIn - https://www.linkedin.com/company/counterpoint-technology-market-research/ Instagram - https://www.instagram.com/counterpointresearch/
House Republicans Pass Ban on AI Regulation
In the latest Counterpoint Conversations episode, Counterpoint’s Ross Young speaks to Gowri Kamarthy of Lam Research. They discuss some of the challenges of 3D chipmaking and how Akara®, Lam’s latest conductor etch tool, is helping chipmakers scale the production of advanced devices. Akara is the most sophisticated conductor etch tool available. It is a generational leap forward in conductor etch capabilities for shaping small, complex structures for the 3D era of chips. Follow us on social media platforms: Twitter - https://twitter.com/counterpointtr LinkedIn - https://www.linkedin.com/company/counterpoint-technology-market-research/ Instagram - https://www.instagram.com/counterpointresearch/ @LamResearchCorp
Akara: Next Gen of Etching Tech for a New Era of Semiconductors
US President Donald Trump is pushing Apple to manufacture iPhones in the US or face a 25% tariff on non-US-produced iPhones. In an interview with CNN, Jeff Fieldhack, Research Director at Counterpoint Research, stated that this is an unrealistic ask, considering the time and money it would take. Key Takeaways: Other countries have started manufacturing new iPhones, but they already had the infrastructure and factories to streamline the process. The US would be starting from scratch. Global carriers and wholesale retailers will pass tariff costs on to customers and Apple will most likely do the same, making iPhones more expensive. Follow us on social media platforms: Twitter - https://twitter.com/counterpointtr LinkedIn - https://www.linkedin.com/company/counterpoint-technology-market-research/ Instagram - https://www.instagram.com/counterpointresearch/
Trump Threatens Apple to Produce iPhones in the US or Face 25% Tariff
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