Siddharth Bhatla @siddharthbhatla
I’ve learned, I don’t know much. I've also learned that people will pay for what I know. Life is good. Singapore Joined February 2013-
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Hotkey needed for "Pause Recording" @OBSProject
Samsung remains the #1 smartphone brand globally in 2021. @Apple sold the highest number of #iPhones in a single year since its inception. Market Pulse Service: report.counterpointresearch.com/posts/report/P… @Samsung @oppo @Xiaomi #smartphones #technews #technology
This high-jumping robot is super agile
🎙️Tune in❗️ DXOMARK #Battery BU Director Olivier Simon speakes to @CounterPointTR #podcast in Ep. 51 on the topic of #Smartphone Battery and mAh. 🔋 👉 Check it out: bit.ly/3E0OGKU
people still could not grasp benefit of byte addressable ... i will use datacenter snia paper slide1 is phil hint byte addressable means cpu-gpu can virtually access directly cut hundred of thing vs IO block (PS5 style) slide 2-3 read it super slow inline with Phil hint
Q3 2021 Middle East smartphone sales update: 🟢Samsung continues to top the market, boost by the Galaxy Z Fold 3 and Galaxy Z Flip 3. 🟢Xiaomi maintained No.2 position, but market share dropped due to supplies issues towards the end of the quarter. @CounterPointTR
Q3 2021 Middle East smartphone sales update: 🟢Samsung continues to top the market, boost by the Galaxy Z Fold 3 and Galaxy Z Flip 3. 🟢Xiaomi maintained No.2 position, but market share dropped due to supplies issues towards the end of the quarter. @CounterPointTR https://t.co/h2ZElffxww
Finally!! 🕺
How did Apple capture 75% of mobile profit with less than 15% shipment share in Q2-21? What to expect from Xiaomi, OPPO, vivo as they aim for higher profitability too? My piece for @CounterPointTR tries to answer these & other questions. ↓ counterpointresearch.com/global-handset…
@Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @eetimesAsia @eetimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla @ChengTingFang @chamooy28 @tim_cook @SKhynix @MicronTech @Broadcom @WilliamLi_CY @MobilePeter That’s a more realistic & encouraging roadmap for @Samsung Foundry biz. Hopefully, will attract more players such as AMD, Tesla, Google, Amazon as customers.. #foundries #wafers #innovation #CPInsights
@Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @eetimesAsia @eetimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla @ChengTingFang @chamooy28 @tim_cook @SKhynix @MicronTech @Broadcom @WilliamLi_CY @MobilePeter That’s a more realistic & encouraging roadmap for @Samsung Foundry biz. Hopefully, will attract more players such as AMD, Tesla, Google, Amazon as customers.. #foundries #wafers #innovation #CPInsights
@Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @eetimesAsia @eetimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla @ChengTingFang @chamooy28 @tim_cook @SKhynix @MicronTech @Broadcom @WilliamLi_CY @MobilePeter Actually getting to GAA early 2022 was anyways too ambitious. The race to newer technologies beyond FinFET as node shrinks to sub-5nm is inevitable, though the current capacity crunch for matured nodes is diverting some CAPEX away from advanced nodes. cnet.com/google-amp/new…
TSMC, the 'king' of foundry industry covered nearly 60% of market in Q2 2021! @TWSemicon @Samsung @UMCtweets @GlobalFoundries @MicronTech @ASMLcompany
TSMC, the 'king' of foundry industry covered nearly 60% of market in Q2 2021! @TWSemicon @Samsung @UMCtweets @GlobalFoundries @MicronTech @ASMLcompany
@Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @eetimesAsia @eetimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla @ChengTingFang @chamooy28 @tim_cook Our latest semiconductor industry research round-up summary for Q2’21!! 1/ Top Semiconductor Companies by Revenues 🇺🇸@intel 🇰🇷@Samsung 🇰🇷@SKhynix 🇺🇸@MicronTech 🇺🇸@Qualcomm 🇺🇸@Broadcom 🇺🇸@nvidia counterpointresearch.com/infographic-q2…
@Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @eetimesAsia @eetimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla @ChengTingFang @chamooy28 @tim_cook @SKhynix @MicronTech @Broadcom @WilliamLi_CY @MobilePeter 2/ @CounterPointTR SemiResearch roundup Q2’21 World’s Biggest Foundries: 🇹🇼TSMC 🇰🇷Samsung 🇹🇼UMC 🇦🇪/🇺🇸Global Foundries 🇨🇳SMIC counterpointresearch.com/infographic-q2… #CPInsights #semiconductors
SE ASIA Q2 SMARTPHONE MARKET: A 5G STORY #5G taking bigger role driving key countries. @Xiaomi 's increasing footprint being noticed; @realmeglobal & others to push 5G ASPs lower. Eyes on Indo - 5G hitting double digits 3Q. @glen_cardoza @CounterPointTR
@Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @eetimesAsia @eetimesIndia @MediaTek @elementistry @Tarunpathak @hsinshan888 @siddharthbhatla Great piece from @ChengTingFang on the chip shortage & supply shortage crisis W/ @CounterPointTR assessment of the situation & viewpoint from our semiconductor analyst @hsinshan888 ft.com/content/8c718a…
So the Jiophone Next launch has been delayed. The component shortages is the key reason why Jio had to take this decison. Jio is still aiming for a Diwali availability that should help it with a good uptick but from here onwards it will be all about managing supply not demand
@Arm @Qualcomm @Cray_Inc @Samsung @IBM @CounterPointTR @Apple @onsemi @GlobalFoundries @TWSemicon @intel @PGelsinger @nvidia @BradyWang10 @Parv_S @mobilekang @Huawei @eetimes @SemiEngineering @eetimesAsia @eetimesIndia @MediaTek @elementistry @Tarunpathak As we have been highlighting! ✔TSMC price hike indicates xapacity tightness ✔Wafer prices at matured nodes up 25-40% in a yr. ✔Expect a 5-12% cost ⬆️ in 2022 from logic ICs (non-memory, non-RFFE) ✔6-14% on mid-range & 8-16% on low-end smartphones. counterpointresearch.com/tsmc-price-hik…

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