Search results for Counterpoint Research
AI & Enterprise
Apple, Amazon, Microsoft roll out AI devices ahead of year-end shopping season
Apple, Amazon and Microsoft have introduced a string of consumer devices highlighting generative AI ahead of the year-end shopping season, from laptops to tablets and smart home hubs. The companies are trying to seed new hardware demand by pushing AI assistants into everyday use, but analysts say it is unclear whether AI alone will drive upgrades amid high prices and rising component costs. Subscription models and on-device AI processing are also in focus.
Telecommunications & Media
iPhone 18 Pro leads China\'s smartphone market
Apple\'s iPhone 18 Pro series is gaining traction in China as early sales rise in a sluggish smartphone market. iPhone 18 Pro and Pro Max sales in the first three days after launch rose 12 percent from a year earlier, helping Apple take a 33 percent sales share in China\'s smartphone market in the 38th week of 2026. Counterpoint Research cited delayed base-model availability, rising prices of Chinese premium phones and strong channel support.
Mobility
Tesla sets up Vietnam unit to take on VinFast, which dominates 92 percent of EV market
Tesla has set up a local unit in Vietnam, registering Tesla Motors Vietnam this month as it prepares to enter Southeast Asia’s largest electric vehicle market. Specific timing and business plans have not been disclosed. Local automaker VinFast dominates the market, supported by its charging and after-sales service network and an electric taxi affiliate. Analysts said Tesla may face challenges building distribution and service networks and proving charging convenience to consumers.
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Telecommunications & Media
Meta surge with Ray-Ban helps smart glasses shipments jump 263 percent
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AI & Enterprise
China\'s rapid AI progress credited to \'distillation\' but is that the whole story?
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Telecommunications & Media
Apple seen shifting most iPhones to foldables within 10 years, with iPhone SE also mentioned
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AI & Enterprise
\"AI builds AI\" - U.S.-China self-improvement race reignites \"AI extinction\" theory
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Telecommunications & Media
Apple overhauls iPhone release cycle for first time in 7 years
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Telecommunications & Media
Apple unveils first foldable iPhone Duo, targets China market
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Telecommunications & Media
Samsung Galaxy Z Fold8 draws 1.6 times more iOS switchers in all-out push for iPhone users
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Telecommunications & Media
Huawei unveils tri-fold phone with new chip, breaking through U.S. EUV curbs?
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Industry
Foundry power balance flips: Samsung\'s choice amid TSMC dominance
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Industry
Google reuses DDR4 from retired servers for AI equipment amid memory shortage
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AI & Enterprise
Nvidia steps up physical AI push in robots and cars, works closely with Chinese companies
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Telecommunications & Media
Apple suppliers split by memory price shock; Lens Technology profit halves
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Industry
CXMT hits production ceiling, dimming hopes of easing DRAM shortage
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Industry
Unitree shares slide 45% from post-IPO peak after 460% debut surge, raising robot bubble alarm
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Industry
YMTC parent CCSH prepares for Shanghai IPO after CXMT debut