Counterpoint

AIAutomotiveConsumer ElectronicsDisplayeSIMIoT & cIoTLocation PlatformMacro & GeopoliticsManufacturingNetworksRoboticsSemiconductorsSmartphonesWearables

Counterpoint is a global industry analysis firm with a presence in key industry centers. We have teams based in the US, China, India, South Korea, UK, Taiwan, Japan, Canada, Argentina, Indonesia, Colombia and our headquarters in Hong Kong. We specialize in mobile and technology products in the TMT (technology, media and telecom) industry. We service major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets.

Historically, TV prices in the US have consistently gone down over time. This pattern of disinflation stretches all the way back to the days when CRTs were the only technology on the market, and was the rule in the flat panel era, except for the anomaly of the pandemic-driven shortage earlier this decade. The most recent data appears to be a departure from that trend, as the YoY price change for TVs is close to flat.

For AR glasses to go mainstream, the display industry needs to come together to hit an ambitious target: display optical modules at $100 per eye, scalable to 100M+ units a year. This one-day conference from the Bay Area SID Chapter brings together optics suppliers, OEMs, manufacturers, product leaders, and analysts to share breakthroughs, name the bottlenecks, and align on the roadmap to get there.

Last week, Apple announced the iPhone Duo, its first foldable smartphone, alongside the iPhone 18 Pro Max and iPhone 18 Pro. Apple also refreshed its wearable portfolio with the Apple Watch Series 12 and Apple Watch Ultra 4. The announcements reinforce Apple’s strategy of concentrating its fall launches around higher-value premium products, while the base iPhone 18 models are expected to arrive in Spring 2027.

Overview The report provides a detailed analysis of the vendor activity and performance, measuring sell-in volume, tach contribution, ASPs, and revenue by region. It showcases which OEMs, brands, and models are performing well, in which markets, and why. It also sheds light on the main derivative impacts on the supply and distribution chains.

Counterpoint Research analysts will be attending SEMICON India 2026 in New Delhi, India, one of the key semiconductor industry events in the country, bringing together semiconductor companies, equipment and materials suppliers, government stakeholders and industry leaders.

Overview The Satellite IoT Connectivity CORE Rankings, 2026 provides an assessment of leading satellite IoT connectivity providers and their positioning as the market moves beyond niche connectivity toward broader IoT deployments. The report evaluates providers across network and technology capabilities, performance and reliability, scalability and operational readiness, device ecosystem and deployment, platform and integration, regulatory readiness, and market execution.

Counterpoint Research Analyst will be attending InfoComm India 2026, taking place from September 16–18, 2026, at Jio World Convention Centre, Mumbai. This event will be attended by technology leaders, system integrators, enterprise decision-makers and innovators shaping the future of Professional Audio-Visual (Pro AV) and integrated experience solutions.

2026년 상반기 폴더블 패널 출하량 전년 동기 대비 13% 감소 삼성디스플레이 점유율 13.5%p 상승한 66%로 공급사 1위 수성 2026년 연간 출하량 23% 성장 전망…하반기 71% 반등이 관건 2026~2030년 출하량 74% 추가 성장, CAGR 15% 전망 글로벌 시장조사기관 카운터포인트리서치의 분기별 폴더블 디스플레이 출하량 및 기술 보고서(Quarterly Foldable Display Shipment and Technology Report)에 따르면, 2026년 상반기 글로벌 폴더블 스마트폰 패널 출하량은 전년 동기 대비 13% 감소했다. 클램쉘(위아래로 접히는 조개껍데기형) 패널이 부진을 주도한 가운데, 북형(화면을 좌우로 펼치는 인폴드) 패널 출하량은 꾸준한 성장세를 이어갔다.