Yang Wang

Senior Analyst @CounterPointTR
Dad, marathoner, cyclist, @Arsenal fan. I talk tech, supply chain, economics.
Opinions are my own, retweets not endorsements.

[Yang Wang @yang82wang]

@afneil Disingenuous. Now do Q2 2016 to today.

[Neil Shah @neiltwitz]

Strong shifts in smartphone landscape!

🥇𝐀𝐩𝐩𝐥𝐞 𝐒𝐞𝐭 𝐭𝐨 𝐒𝐮𝐫𝐩𝐚𝐬𝐬 𝐒𝐚𝐦𝐬𝐮𝐧𝐠 𝐢𝐧 𝐒𝐡𝐢𝐩𝐦𝐞𝐧𝐭𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐢𝐫𝐬𝐭 𝐓𝐢𝐦𝐞 𝐢𝐧 𝟏𝟒 𝐘𝐞𝐚𝐫𝐬

📈With strong momentum building for the iPhone 17 series across key regions, iPhone shipments will grow 10% YoY in 2025.

📈@CounterPointTR forecasts that the brand’s shipments will reach a global share of 19.4% in 2025, making @Apple the world’s No.1 smartphone OEM for the first time since 2011

📈We are tracking double-digit growth for both China and the US in October.

📈According to our Weekly Sell-Through Tracker, sales of the iPhone 17 series in the US, including the iPhone Air, during the first four weeks after launch were 12% higher than those of the iPhone 16 series, excluding the iPhone 16e.

📈In China, sales of the iPhone 17 series during the same period were 18% higher than its predecessor, even though the Air model was not part of the initial launch.

📈In Japan, sales for the iPhone 17 series during the first four weeks were 7% higher than those for the previous generation.

♻️Furthermore, 358 million second-hand iPhones were sold between 2023 and Q2 2025. These users are also likely to upgrade to a new iPhone in the coming years.

🔮For 2026, market growth is expected to soften due to significant component price pressure. Apple and @SamsungMobile will fare better due to their integrated supply chains and component sourcing.

More insights here: 👇

https://t.co/PQdFiojmTv

[Yang Wang @yang82wang]

Our new research for @business is out:

@Apple is set to dethrone @SamsungMobile as the world's top phone maker in 2025, for the first time in 14 years.

https://t.co/HS7XKpN6A5

[Yang Wang @yang82wang]

@ElGeno_AS @grok is this true

[Yang Wang @yang82wang]

That's my weekend sorted! @danwwang

[Yang Wang @yang82wang]

#Apple and #Samsung are predicted to bear the brunt of the #tariff effect due to their exposure to the US market. We expect the pair to be hit hard as tariff-related cost increases are passed along to consumers.

[Yang Wang @yang82wang]

I spoke with @bviglia of @TheRegister on @CounterPointTR's latest update on the global smartphone market in 2025, as annual growth rate is trimmed from 4.2% to 1.9%.

https://t.co/lECdW5bzGo

[Yang Wang @yang82wang]

We see renewed uncertainties surrounding trade tensions denting growth potential across the world, and in particular leading to the 2nd successive annual contraction in the US market.

[Counterpoint Research @CounterPointTR]

Our VP of Research, Neil Shah (@neiltwitz), joined @CNBC's Squawk Box Asia John Patrick (JP) Ong to unpack the key takeaways live from #COMPUTEX TAIPEI 2025 and what they mean for the global #semiconductor and #AI race.

✨️ NVIDIA’s market cap soared past Apple, and why its dominance isn’t just about #GPUs

✨️Jensen Huang has become the face of the AI era. Neil explains how @nvidia's hardware + software moat is setting the pace for everyone else
✨️ TSMC’s advantage in advanced #chipmaking and why it matters to the #AI arms race

✨️#AIPCs took the spotlight, but Neil breaks down why the software ecosystem and real-world use cases still have a long way to go

✨️The rise of AI accelerators and how the data center boom is reshaping compute architecture

Watch the full clip for Neil’s on-ground insights and stay tuned for our upcoming COMPUTEX 2025 wrap-up #report, with exclusive data packed analyst takeaways, and what’s next for the #tech industry.

#AI #Computex2025 #CNBC #chips #datacenter #Technology #Research

[Ankit Malhotra 😷 @Ankit167Ankit]

Apple has became the biggest smartphone brand in Q1 2025, for the first time in a Q1. The launch of iPhone 16e in a non-launch quarter and expansion into non-core markets helped Apple.

The market grew in Q1, but we expect the market to decline in 2025.

@CounterPointTR

[Faceless4242 @Traveller424242]

I asked Deepseek to answer the trolley problem as an eight-legged essay for the imperial exams. The ending was lol. Some of you may find this amusing: @XianyangCB @MichaelMjfm @Mariusj001 @edwardW2
"把trolley problem当成一个科举考试问题便以八股文形式作答。限800-1000字数。"

[Yang Wang @yang82wang]

Why The China Bubble Still Hasn’t Popped https://t.co/qN56vcEPbd

[Yang Wang @yang82wang]

🇨🇳 China rolled out subsidies to 📱buyers

➣ A one-time benefit that will push forward 2025 demand to the first half of the year, but ultimately unlikely to change the replacement cycle dynamics.

[Yang Wang @yang82wang]

Our second @CounterPointTR Monthly Macro Snapshot is out! The news cycle is dominated by stories related to the new 🇺🇸 administration, as expected.

https://t.co/OsNH0AhtmU

[Yang Wang @yang82wang]

🧑‍💻 Mark Zuckerberg pivots to embrace the new 🇺🇸 administration

➣ highlights realignment of Silicon Valley to domestic regulatory challenges and the new social dynamics in the US.

[Kaiser Kuo @KaiserKuo]

1/ Why does the U.S. seem to be caught off guard so often by what China or Chinese companies accomplish? Here’s an off-the-top-of-my head thread unpacking some reasons—structural, cultural, and epistemological—for this recurring phenomenon.

[Yang Wang @yang82wang]

Subscribers to Counterpoint's Macro service can access the full report here:

https://t.co/BDSv0dgwu7

[Yang Wang @yang82wang]

We have just published the @CounterPointTR Macro report for Q4 2024.

📈 Counterpoint's Macro Index increased slightly to 91.4 at the end of Q4 2024, from 90.03 in Q3 2024.
🌱 3 month outlook will improve to 93.45, driven by continued improvements in the global economy.

[Yang Wang @yang82wang]

🌱 Policy, regulation & ESG: Regulatory reforms point to an easing stance as the pro-growth agenda takes priority in the US, but withdrawal of EV tax credits, push for traditional energy sources, and general rollback of ESG related policies will rattle key players.