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The Latest Breaking News from Counterpoint

Apple Defies Smartphone Slump With Record Market Share

Apple Inc. (NASDAQ:AAPL) continued to outperform the broader smartphone market in the second quarter, but analysts caution that the industry’s worsening memory shortage could weigh on demand for the rest of the year.

Benzinga

Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch

BENGALURU — Global ⁠smartphone ⁠shipments fell 11% in the second quarter to their lowest level for the period ‌since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research.

Bangkok Post

Global consumer Wi-Fi router shipments fell 6% in Q1 2026, down 34% from 2021 peak — mesh systems and gaming routers still prove popular

Global consumer Wi-Fi router shipments have declined 34 percent from their peak in 2021

Tom’s Hardware

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Rocket Lab’s Iridium Deal Signals New Era of Space Industry Consolidation

Rocket Lab Corp.’s (NASDAQ:RKLB) proposed $8 billion acquisition of Iridium Communications Inc. (NASDAQ:IRDM) highlights a growing push toward consolidation and vertical integration across the satellite and space-connectivity industry, according to Counterpoint.

Benzinga

Global smartphone market faces record annual decline as chip crunch worsens

The global smartphone market faces its biggest annual drop ever. Shipments are expected to fall by nearly 14 percent this year. This is due to a severe shortage of memory chips. The impact is hitting budget phones the hardest. Makers are shifting production to more profitable chips. This makes cheaper…

The Economic Times

Smartphone industry predicted to hit biggest low for 13 years thanks to memory crisis — and only Apple and Samsung are safe from extinction

The ongoing memory crisis risks eliminating low-cost smartphones, with the whole industry struggling as a result.

TechRadar

OnePlus is reportedly merging with Realme and 'evaluating' its future — but I'm convinced that this is fantastic news for Android fans

It's all doom and gloom in the Android world, with reports of OnePlus' imminent demise swirling — but looking forward, this could actually be a great development.

TechRadar

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"Significant negative impact": Global PC shipments actually grew in Q1 2026, but I'm not celebrating yet — here's why

A new study from Counterpoint Research explains why PC market growth in Q1 2026 is not indicative of how the rest of the year will go. Here's my breakdown of the situation.

Windows Central

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

Tom’s Hardware

Global PC sales forecast to dip by 5% in 2026 due to spiralling memory prices

But that's PCs as a whole, gaming PC sales might buck the trend.

PC Gamer

'There is no scenario where memory prices correct in the second half' of 2027, according to new market research

It's times like these we'll long to forget.

PC Gamer

130-inch TVs are coming in 2026, but their price is going to shock you

130-inch TVs — like the gargantuan, 130-inch R95H Micro RGB TV from Samsung — are coming in 2026. According to a recent report, these TVs will likely cost at least 50% more than 115- and 116-inch TVs.

Tom’s Guide

7x increase in memory costs fueling price increases in ISP-provided routers, gateways, and set-top boxes — home fiber rollouts may slow, and installations could become more expensive

7x DRAM price jump affecting ISP routers, gateways, and STBs

Tom’s Hardware

Research projects a big 2026 for book-style foldables, and I can kind of see it

Research claimed that larger foldables could reign supreme in 2026 for the foldable market.

Android Central

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TechRadar

More RAM misery? The bad news keeps coming as analyst firm warns of an 'unprecedented and record-breaking surge' with price hikes

If you thought the RAM crisis was levelling off, think again — the next couple of months could be seriously painful.

Android Central

Pixel phones are expected to see strong growth in 2026 — and it feels good to see Google's bet paying off

Google Pixel is expected to outperform the broader market in year-over-year growth.

Digital Camera World

The world's best-selling phone packs a 48MP 26mm f/1.6 camera – but it's not the best for photography

Apple dominates the global top 10 smartphones of 2025, but Samsung's flagship still offers one of the most capable phone cameras on the market

Barchart

Taiwan Semi Stock Moves Into Overbought Territory on Earnings Pop, But Is There Still a Case for Buying TSMC Here?

TSMC stock inches higher as the semiconductor behemoth reports market-beating Q4 earnings. A Counterpoint Research analyst explains what will drive TSM shares higher in 2026.

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news in one place.

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Benzinga

Apple CEO Tim Cook Says Q1 Will Be 'Best Ever': New China Singles' Day Data Could Back Him Up

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.

International Business Times UK

Xiaomi And Huawei Struggle As iPhone 17 Dominates Singles' Day In China

Despite China's cautious economic climate, Apple's iPhone 17 series dominated the Singles' Day shopping festival, driving a 3% overall market rise.

TechRadar

Apple will take Samsung's phone crown for the first time in 14 years – and it's all thanks to the iPhone 17

It looks as though we'll be celebrating a new smartphone sales champion come the end of the year.

Benzinga

Apple To Lead Smartphone Market For First Time In 14 Years: Thanks, iPhone 17

Strong demand for the iPhone 17 has helped boost the price of Apple Inc. (NASDAQ:AAPL) stock in 2025. The new smartphone is also putting Apple back on top of a list it hasn't led since 2011.

Tom’s Hardware

Server memory prices to double year-over-year in 2026, LPDDR5X prices could follow — 'seismic shift' means even smartphone-class memory isn't safe from AI-induced crunch

A worsening commodity DRAM shortage could be amplified by Nvidia's huge LPDDR5X demand and push memory prices even higher as server RDIMMs are poised to get 2X more expensive in 2026, according to Counterpoint Research.

Benzinga

China Crowds Rush Apple Stores Again After iPhone 17 Launch

Apple Inc.'s (NASDAQ:AAPL) latest iPhone lineup is fueling a rapid rebound in China, signaling that premium demand remains resilient despite broader smartphone market weakness.

TechRadar

The Google Pixel 10 is setting new sales records – and just dropped to its lowest-ever price

The Google Pixel 10 now costs $200 less in the US, and even before that reduction, it was selling well.

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